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Shadow IT & Tool Consolidation Survey Template

Find unapproved apps, reduce SaaS sprawl, and prioritize rationalization without disrupting work. 5–7 minute survey to audit your software stack fast.

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

Sample Survey Items

Q1
chat message
Welcome! This survey asks about the tools you use for work, including any unofficial ones. Your feedback will help us reduce duplication and improve the toolset without disrupting workflows.
Q2
numeric
About how many distinct work-related digital tools (apps/websites) do you actively use in a typical week? Please enter a number.
Q3
multiple choice
Do you know where to find the company’s approved tools list?
  • Yes
  • No
  • Not sure
Q4
multiple choice
In the past 30 days, have you used any work tools not on the approved list?
  • Yes
  • No
  • Not sure
Q5
multiple choice
Quality check: To confirm attention, please select “Third option” below.
  • First option
  • Second option
  • Third option
  • Fourth option
Q6
long text
If you used any unofficial tools recently, list up to 3. For each, include the tool name and its main purpose.
Max 600 chars
Q7
multiple choice
Why did you use these unofficial tools? Select all that apply.
  • Faster to complete tasks
  • Official tool lacks needed feature
  • Lower cost/free
  • Colleagues/partners use it
  • Easier to learn/use
  • Works better with other tools I use
  • Temporary or one-off need
  • Other
Q8
multiple choice
What types of data did these unofficial tools handle?
  • 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
Q9
opinion scale
How risky do you think these unofficial tools are for the company?
Q10
multiple choice
Do any of these unofficial tools duplicate a function already covered by approved tools?
  • Yes
  • No
  • Not sure
Q11
long text
Name up to 3 tools (official or unofficial) that could be consolidated or replaced, and briefly explain why.
Max 600 chars
Q12
opinion scale
How often do you see two or more tools used for the same task?
Q13
matrix
For each function, how many different tools do you actively use in a typical month?
Q14
multiple choice
Which tool categories must remain as-is for you to be effective? Select all that apply.
  • Messaging/chat
  • Video meetings
  • File storage/sharing
  • Document creation/editing
  • Project/task tracking
  • Reporting/BI
  • Automation/integration
  • Other
Q15
rating
How willing are you to switch from preferred tools to a standardized set if it reduces cost and complexity?
Q16
multiple choice
What is your primary role?
  • Engineering
  • Product Management
  • Design/UX
  • Data/Analytics
  • Marketing
  • Sales
  • Customer Support/Success
  • HR/People
  • Finance
  • IT/Security
  • Operations
  • Other
Q17
multiple choice
Where do you primarily work?
  • Remote
  • Hybrid
  • On-site
Q18
multiple choice
What region are you based in?
  • Americas
  • EMEA
  • APAC
  • Other
Q19
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
Q20
multiple choice
About how many people are on your immediate team?
  • Just me
  • 2–5
  • 6–10
  • 11–25
  • 26+
Q21
multiple choice
What is your employment type?
  • Full-time
  • Part-time
  • Contractor
  • Intern/Apprentice
  • Other
Q22
long text
Anything else we should know about tools that help or hinder your work?
Max 600 chars
Q23
ai interview
AI Interview: 2 Follow-up Questions on Tool Use and Consolidation
AI Interview
Q24
chat message
Thank you for your time—your input will directly inform safer, simpler, and more effective tool choices.

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Shadow IT & Tool Consolidation Survey Template - Survey Template | QuestionPunk