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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.

What's Included

AI-Powered Questions

Intelligent follow-up questions based on responses

Automated Analysis

Real-time sentiment and insight detection

Smart Distribution

Target the right audience automatically

Detailed Reports

Comprehensive insights and recommendations

Template Overview

30

Questions

AI-Powered

Smart Analysis

Ready-to-Use

Launch in Minutes

This professionally designed survey template helps you gather valuable insights with intelligent question flow and automated analysis.

Sample Survey Items

Q1
Chat Message
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.
Q2
Dropdown
Approximately how many distinct work-related digital tools (apps, websites, or platforms) do you actively use in a typical week?
  • 1–3
  • 4–6
  • 7–10
  • 11–15
  • 16–20
  • More than 20
Q3
Multiple Choice
Do you know where to find your company's list of approved (officially sanctioned) tools?
  • Yes
  • No
  • Not sure
Q4
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)?
  • Yes
  • No
  • Not sure
Q5
Chat Message
This section asks about the unofficial tools you mentioned. If you haven't used any, feel free to skip ahead.
Q6
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.
Max chars
Q7
Multiple Choice
What were your reasons for using these unofficial tools? Select all that apply.
  • Faster to complete tasks
  • Official tool lacks a needed feature
  • Lower cost or free
  • Colleagues or external partners use it
  • Easier to learn or use
  • Integrates better with my other tools
  • Temporary or one-off need
  • Other (please specify)
Q8
Multiple Choice
What types of data were processed or stored in these unofficial tools? Select all that apply.
  • No company data (personal sandbox only)
  • Public or marketing content
  • Internal, non-sensitive information
  • Internal, confidential information
  • Customer personal data
  • Financial data
  • Source code or intellectual property
  • Other (please specify)
Q9
Opinion Scale
In your opinion, how much risk do these unofficial tools pose to the company?
Range: 1 7
Min: No risk at allMid: NeutralMax: Very high risk
Q10
Multiple Choice
Do any of these unofficial tools duplicate a function already covered by an approved tool?
  • Yes
  • No
  • Not sure
Q11
Opinion Scale
How often do you encounter situations where two or more tools are used for the same task?
Range: 1 7
Min: NeverMid: NeutralMax: Very often
Q12
Chat Message
For each of the following functions, approximately how many different tools do you use in a typical month?
Q13
Dropdown
How many different tools do you use for messaging and chat in a typical month?
  • None
  • 1
  • 2
  • 3
  • 4 or more
Q14
Dropdown
How many different tools do you use for video meetings in a typical month?
  • None
  • 1
  • 2
  • 3
  • 4 or more
Q15
Dropdown
How many different tools do you use for file storage and sharing in a typical month?
  • None
  • 1
  • 2
  • 3
  • 4 or more
Q16
Dropdown
How many different tools do you use for project or task tracking in a typical month?
  • None
  • 1
  • 2
  • 3
  • 4 or more
Q17
Dropdown
How many different tools do you use for document creation and editing in a typical month?
  • None
  • 1
  • 2
  • 3
  • 4 or more
Q18
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.
Max chars
Q19
Multiple Choice
Which of the following tool categories are essential to your effectiveness and should remain unchanged? Select all that apply.
  • Messaging/chat
  • Video meetings
  • File storage/sharing
  • Document creation/editing
  • Project/task tracking
  • Reporting/BI
  • Automation/integration
  • Other (please specify)
Q20
Opinion Scale
How willing would you be to switch from your current preferred tools to a company-standardized set?
Range: 1 7
Min: Not at all willingMid: NeutralMax: Extremely willing
Q21
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?
Max chars
Q22
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.
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Reference questions: 4
Q23
Chat Message
Finally, a few questions about you to help us analyze results across teams.
Q24
Dropdown
What is your primary role?
  • Engineering
  • Product Management
  • Design/UX
  • Data/Analytics
  • Marketing
  • Sales
  • Customer Support/Success
  • HR/People
  • Finance
  • IT/Security
  • Operations
  • Other
Q25
Multiple Choice
Where do you primarily work?
  • Remote
  • Hybrid
  • On-site
Q26
Multiple Choice
What region are you based in?
  • Americas
  • EMEA
  • APAC
  • Other
Q27
Multiple Choice
How long have you been at the company?
  • Less than 6 months
  • 6–12 months
  • 1–2 years
  • 3–5 years
  • 6+ years
Q28
Multiple Choice
Approximately how many people are on your immediate team?
  • Just me
  • 2–5
  • 6–10
  • 11–25
  • 26+
Q29
Multiple Choice
What is your employment type?
  • Full-time
  • Part-time
  • Contractor
  • Intern/Apprentice
  • Other
Q30
Chat Message
Thank you for your time! Your input will directly inform safer, simpler, and more effective tool decisions across the organization.

Frequently Asked Questions

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