NPS Analytics · Independently Structured Workflow

NPS Analytics & Service Insight Workflow

An NPS analytics and service insight workflow I independently structured — organizing survey responses, qualitative comments, and operational signals into themed insight so leadership can see service trends, recurring concerns, and where sentiment is moving across communities.

Independently structured workflow project — operational coordination, analytics interpretation, and reporting logic by Karla Sunga. Portfolio visuals contain fictionalized or redacted sample data for presentation purposes.

NPS analyticsReporting logicStakeholder visibilityService trends
Workflow Overview

Operational lifecycle.

  1. 01
    Feedback Capture
    intake
  2. 02
    Theme Tagging
    active
  3. 03
    Trend Review
    watch
  4. 04
    Action Routing
    active
  5. 05
    Stakeholder Report
    resolved
Operational Dashboard

Visibility surface.

Fictionalized / redacted sample data — for presentation purposes
ksmotion · /feedback
Updated · just now
NPS · 6 mo trend
+48+5 vs last period
Promoters · 58%
Passives · 32%
Detractors · 10%
Theme Share
Communication38% +4
Responsiveness27% +2
Amenities18% −1
Billing11% −3
Vendor Mgmt6% 0
Detractor Follow-ups
  • Riverstone Estates
    Owner: E. Vasquez
    In Progress
  • Stonebridge Manor
    Owner: M. Hale
    Outreach Sent
  • Greythorn Terrace
    Owner: P. Shah
    Scheduled
  • Ashford Heights
    Owner: J. Reyes
    Resolved
NPS Survey — All Submissions
12 of 63 responses
CommunitySubmittedScoreConflict ResolutionWhere to focus
Cedarbrook HOAMar 308fiscal, maintenance
Maple RidgeMar 305Maple RidgeDefusing power and control
Northgate VillageMar 308Maintenance and other community
Brookside CommonsMar 308communication, managing concerns
Riverstone EstatesMar 301RiverstoneBetter board advisory
Ashford HeightsMar 303Continued evaluation of policy
Linden Park Co-OpApr 26LindenMore CAM support when needed
Whitfield CrossingApr 38Changes happening right now
Stonebridge ManorApr 33Better homeowner communication
Harborview TowersApr 37HarborviewLegal representation clarity
Greythorn TerraceApr 33GreythornResponse time on requests
Fairhaven PlaceApr 37FairhavenContinued vendor oversight
Operational Metrics

Sample operational health.

Representative metrics that this workflow surfaces to operations leadership.

Responses (Mo)
412
+8%
NPS
+48
+5
Open Themes
9
Tracked
Detractor Follow-ups
17
−4
Process Breakdown

How the workflow operates.

Intake & Visibility01

Survey responses and unsolicited feedback are consolidated into a single store with community, role, and date.

  • Unified feedback store
  • Community + role tags
  • Date-stamped responses
Workflow Coordination02

Comments are themed (communication, responsiveness, amenities, billing) for repeatable analysis over time.

  • Standard theme taxonomy
  • Repeatable tagging
  • Quote library per theme
Escalation Monitoring03

Detractor responses route to a follow-up board with owner, planned outreach, and resolution status.

  • Detractor follow-up board
  • Outreach plan per response
  • Resolution status
Reporting & Communication04

Monthly insight reports translate raw feedback into trend lines, theme movement, and recommended actions.

  • Trend lines per theme
  • Theme movement deltas
  • Recommended actions
Operational Recovery05

Recurring themes feed back into operational workflows so feedback drives structural change, not just acknowledgement.

  • Theme → workflow feedback loop
  • Structural change tracking
  • Quarterly impact review
Outcome

Improved operational reporting visibility and client feedback coordination.

Tools Used

Workflow infrastructure.

Microsoft 365

Feedback intake forms, Outlook follow-up, and shared trend reporting.

Excel

NPS calculation, segmentation, and monthly trend tracking.

Monday.com

Detractor follow-up board and action ownership.

ChatGPT

Theme tagging assistance and comment summarization.

Notion

Personal documentation, insight write-ups, and portfolio structuring.