Problems We Solve


Identify, process, and analyze large volumes of data and integrate multiple streams and sources. Increase understanding, efficiency, and productivity.


Transform data into actionable insights and recommendations that drive meaningful outcomes and sustainable results. Stay ahead of customer expectations.


Every interaction is a customer experience—your team’s role is critical. Develop your front-line resources, minimize turnover, and increase profitability.


Identify, process, and analyze large volumes of data and integrate multiple sources. Increase understanding, efficiency, and productivity.

Our team takes the time to better understand how your content, products, and services affect your customers and how best to address their wants and needs. We help you gain visibility into the data you already have—even if it spans departments and sources or is a blend of quantitative and qualitative insights. By allowing our experts to gather, process, and analyze large volumes of data for you, your team is free to do what they do best—while directly benefiting from our systems and expertise.

Large paper-based survey project still required in your organization? Labor-intensive environmental scan/competitive intelligence project looming? Complex data collection project with rigorous quality standards and collection requirements? These are just a few of our favorite challenges—let us handle them for you.

Q. “Why should we work with you? Can’t we just collect data ourselves?”

You absolutely can do it yourself. There are many tools available online that make fielding a survey easy—and they’re often free. But buyer beware. Before you rush to start sending out questionnaires, please read How to Get More Out of Your Online Survey. We can offer you hard-earned wisdom about how to get what you really need to know (which is not always obvious) and how to build an actionable plan based on your results.

Sample Engagements

We manage complex data collection services that focus on flexible, scalable processing of sensitive mission-critical data.

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Complex Data Collection

  • Processing high-complexity, high-volume, and “high-touch” initiatives—few organizations have ORI’s ability to meet both accuracy and speed requirements
  • Survey design, distribution, and evaluation
  • Program management and evaluation
  • Longitudinal studies
  • Gap filling—web-based research to gather critical data needed to achieve key goals

Data Quality

  • Data quality assessments
  • Benchmarking and data governance
  • Strengthening team involvement in improving data integrity—treating data as a strategic asset

Customer Insights

  • New needs identification and trend tracking
  • Customer/member/citizen sentiment analysis
  • Customer and employee satisfaction and needs assessments
  • Pulse monitoring of external and internal customer engagement/customer loyalty

Data Capture & Management

  • Web/Mobile/SMS surveys and data collection
  • Mail/Paper
  • Telephone/CATI
  • Database management
  • Electronic Data Interchange (EDI)


Transform data into actionable insights and recommendations that drive meaningful outcomes and sustainable results. Stay ahead of customer expectations.

Make wiser decisions about new offerings, marketing, and hiring by fully understanding customer expectations. We explore how your customers respond to your products and services to enable you to align your offerings more closely with their preferences. We also make the wealth of information already within your organization more accessible to give you and your executive team the fuel you need to drive incremental sales and increase profitability.

Q. “Our data is a mess and in silos—we’re not even sure we know what we have. Is this salvageable?”

It’s easy for information to get “stuck” in individual departments when folks are moving too fast and sharing data with others is a low priority. Data is our business, and our clients love when we transform data silos into useful resources. We combine, slice, dice, and mine data to find the customer insights clients can’t extract on their own. We use a variety of mechanisms, tools, and techniques to discover effective ways to segment constituencies, understand member/customer growth patterns, and match offerings to high-potential customers.

Sample Engagements

We deliver high-value business intelligence services that reveal compelling behavioral trends, revenue opportunities, and quantifiable event outcomes.

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Business Intelligence & Predictive Analytics

  • Data transformation of multiple data sources, repositories, and systems into readily accessible information and insights
  • Data visualization and analysis
  • Aggregation/synthesis of primary research
  • Thematic analysis of existing market research
  • Segmentation/longitudinal analysis of existing research
  • Predictive analytics and anticipatory analysis

Customer Engagement & New Concept Testing

  • Brand awareness
  • Member Insights—In-depth member activity analysis revealing compelling behavioral trends and revenue opportunities
  • Audience Insights—Timely event feedback across multiple audiences to quantify event outcomes
  • Research studies and market assessments
  • Member and customer experience assessments
  • Familiarity with service offerings and value derived
  • Brand perceptions/strength of attribute association
  • Competitor perceptions
  • Marketing/branding concept testing
  • New service offering solution testing


Every interaction is a customer experience. Your team is critical to these “moments of truth.” Develop your front-line resources, minimize turnover, and increase profitability.

Want to generate loyalty by enhancing your customers’ experiences but stymied by how? We work with your team to strengthen relationships with your customers so you can turn those customers into brand evangelists and referral sources. Building on the voice of the customer and all of the ways we collect, analyze, and identify customer wants and needs, we address the far more complex issue of mobilizing every team member in the growth of the organization. We start with designing and delivering customized development programs to enhance both employee and customer engagement, and we overlay benchmarks to measure the impact of changes in employee attitudes and behaviors. In this way, we connect customer data to day-to-day actions and day-to-day actions to increased engagement.

Q. “We know strong customer engagement requires employee engagement, but shifting behavior can take time and that is a tough sell. How can we demonstrate the value?”

You’re right about the connection between employee and customer engagement, and the reality is that this does take time. The question really becomes, “Can you afford not to devote time and resources to this issue?” Senior management can be reluctant to fund employee engagement directly because they fear it will be a cost without a return. In Behind Every Revenue Dollar Is a Customer, we demonstrate the direct impact your customers have on your revenue and bottom line when they interact with empowered, committed employees throughout your organization. The least expensive customer to acquire is the one you already have, and delivering positive customer experience translates into more sales and repeat sales as well as positive word-of-mouth referrals.

Sample Engagements

We work with teams to expand their repertoire of customer awareness and engagement skills, empowering them to interact effectively, build rapport, and ultimately increase customer loyalty.

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Strategy Sessions

  • Strategizing with senior management on how to establish a Customer Experience program within your organization—ranging from actionable customer-centric business plans to customer “listening posts” and closed-loop feedback

Customer & Member Experience Workshops & Retreats

  • Sparking interest across your organization to determine exactly what will strengthen customer relationships
  • Exploring topics including building a motivational environment, promoting an all-hands approach, and developing a widely disseminated sense of ownership

Professional Development for Client-Facing Teams

  • Identifying who can—with some new skills and abilities—strengthen your internal working environment, build your external client relationships, and directly increase profitability