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Shadow IT Audit & SaaS Consolidation Survey

An internal employee survey to identify unapproved tool usage, assess data-risk exposure, and surface consolidation opportunities across the software stack. Designed for IT, security, and operations leaders driving SaaS rationalization.

Sample questions

A preview of what’s in the template. Every question is editable before you launch.

30 questions · ~4 min
Q01
Long Text

Welcome! This survey asks about the digital tools you use for work — both officially approved and unofficial. It should take approximately 5–7 minutes to complete. Your participation is entirely voluntary, and you may stop at any time. All responses are confidential and will be reported only in aggregate — no individual answers will be attributed to you. There are no right or wrong answers; we simply want to understand your experience. Your feedback will help us reduce tool duplication and improve the software environment without disrupting the way you work.

Q02
Long Text

Approximately how many distinct work-related digital tools (apps, websites, or platforms) do you actively use in a typical week?

Q03
Long Text

This section asks about the unofficial tools you mentioned. If you haven't used any, feel free to skip ahead.

Q04
Long Text

How often do you encounter situations where two or more tools are used for the same task?

Q05
Long Text

Based on your responses in this survey, is there anything else you would like to share about tools that help or hinder your work?

Q06
Long Text

Finally, a few questions about you to help us analyze results across teams.

Q07
Long Text

Thank you for your time! Your input will directly inform safer, simpler, and more effective tool decisions across the organization.

Q08
Multiple Choice

Do you know where to find your company's list of approved (officially sanctioned) tools?

Q09
Long Text

Please list up to 3 unofficial tools you have used recently for work. For each, briefly note the tool name and its main purpose.

Q10
Long Text

For each of the following functions, approximately how many different tools do you use in a typical month?

Q11
AI Interview

We'd like to explore your tool experiences in a bit more depth. An AI moderator will ask you a couple of follow-up questions.

Q12
Long Text

What is your primary role?

Q13
Multiple Choice

In the past 30 days, have you used any digital tools for work that are not on the approved list (or that you're unsure about)?

Q14
Multiple Choice

What were your reasons for using these unofficial tools? Select all that apply.

Q15
Long Text

How many different tools do you use for messaging and chat in a typical month?

Q16
Multiple Choice

Where do you primarily work?

Q17
Multiple Choice

What types of data were processed or stored in these unofficial tools? Select all that apply.

Q18
Long Text

How many different tools do you use for video meetings in a typical month?

Q19
Multiple Choice

What region are you based in?

Q20
Long Text

In your opinion, how much risk do these unofficial tools pose to the company?

Q21
Long Text

How many different tools do you use for file storage and sharing in a typical month?

Q22
Multiple Choice

How long have you been at the company?

Q23
Multiple Choice

Do any of these unofficial tools duplicate a function already covered by an approved tool?

Q24
Long Text

How many different tools do you use for project or task tracking in a typical month?

Q25
Multiple Choice

Approximately how many people are on your immediate team?

Q26
Long Text

How many different tools do you use for document creation and editing in a typical month?

Q27
Multiple Choice

What is your employment type?

Q28
Long Text

Are there any tools (official or unofficial) that you believe could be consolidated or replaced? If so, please name up to 3 and briefly explain why.

Q29
Multiple Choice

Which of the following tool categories are essential to your effectiveness and should remain unchanged? Select all that apply.

Q30
Long Text

How willing would you be to switch from your current preferred tools to a company-standardized set?

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.