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In-house CATI vs Outsourcing - weighing up the benefits

Whilst there are many managerial benefits associated with outsourcing your CATI efforts sometimes, for tactical or strategic reasons, establishing your own in-house solution is another option. When evaluating which option is better for you ensure you choose carefully, systematically and with explicit goals defined. Successful CATI projects require a level of expertise, staff and accommodation that can stretch even the most capable of organisations.

Here are just some of the things you should consider:

From an organisational perspective running a CATI project requires the co-ordination, supervision, interviewing and clerical organisation of a highly skilled and multi-discipline team. You will need the full commitment of your organisation, funding and the right equipment (furniture, phones, fileserver and software), not to mention appropriate accommodation!

The survey questionnaire design will require formatting, structure, piloting and programming (questions, interviewer instructions), sample management (appointments, respondent selection) and the development of survey protocols. The data collection process must be efficient, timely and accurate and allow for a flexible interviewer-respondent interface.

Essential to the survey success is the recruitment and training of skilled interviewers who need to be organised, good communicators, have problem solving abilities, a sense of humour and persistence.

Establishing your own in-house CATI capability requires commitment, funding and expertise – here’s the 2Europe quick reference guide to the pros and cons of managing the project in-house vs outsourrcing:

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