Assessment and report automation services

With Pointerpro you have one streamlined all-in-one platform. But maybe you have tight deadlines, limited resources, or ideas so bold you’re afraid to take them on alone. Then you can call on our professional services team:

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    High-end custom designs

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    Complex scoring logic

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    Advanced formula calculations

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    Sophisticated distribution setups

Or maybe you just want to save time and be 100% unburdened? Our team is on it.

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More than 1.500 companies and consultants use Pointerpro 

Common scenarios for our assessment and report services:

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Assessment
and report build

You have your content ready but no time to build it? Our platform wizards will do it for you. 

That includes layouts, logic, scoring, and even custom charts if you need them.

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Tool
connections

Need your survey results to land in your CRM, trigger emails, or show up in your webshop?

Our specialized developers set up native or middleware integrations to make it all seamless.

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Database
integration

Sometimes assessments need to build on existing foundations. 

To push or pull data from a specific database, we can either build it for you or integrate Pointerpro with your existing system.

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How does the Pointerpro platform work?

Ask

You create crystal clear questionnaires to gather numerous responses. 

How? Using the questionnaire builder with templates, smart widgets and effective question types.

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Assess

You digitize your expert logic to evaluate respondents’ answers.

How? By presetting variables, rules and scores, based on answer options.

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Advise

You set up templates to auto-generate personalized feedback.

How? Thanks to Pointerpro’s drag-and-drop Report Builder.

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How do the Pointerpro services work?

Want to get started with our services? Here’s the list of things we need to provide an accurate quotation for your project:

To get the assessment(s) built, deliver the following:

  • Questions with answer options
  • Question skip logic
  • Scoring by question, section, and overall
  • Formulas, calculations in relations to question, section scoring
  • Outcomes (variable end screens and related conditions)

To get the PDF report template(s) built, deliver the following:

  • Mockups of the report(s) – delivered in MS Word or Google Docs format
  • Conditions for when variable content should be shown, and the copy of any potential content

Also, it is important to let us know: Should external data sources be queried, or does all data come from the assessments themselves?

To get custom charts built, deliver the following:

  • A chart design mockup
  • The data you’d like to use in the charts
  • Any conditional rules and logic

An award-winning platform for consultants, coaches, HR managers, and marketers

You're in safe hands

We’re ISO 27001:2022 certified!

ISO 27001 certification assures our customers of a steadfast commitment to maintaining the highest standards of information security and safeguarding their valuable data.

This certification underscores Pointerpro’s dedication to meeting global benchmarks and instilling confidence and trust in the reliability and security of its services.

Assessement and automated report building services FAQ

Turning a spreadsheet-based assessment into an interactive online version typically involves three steps: digitizing your questions, setting up scoring logic, and designing how results are calculated and presented. This can be done through specialized software or by hiring a team to custom-build it for you.

At Pointerpro, we offer both: Our Professional Services team can take your existing assessment (Excel, PDF, or paper-based) and turn it into a fully automated experience. Once it’s built, you’ll have access to our intuitive platform to manage, update, or scale it across clients - no (or only low) coding needed.

An automated assessment tool lets you collect answers via an online questionnaire and instantly generate personalized feedback, scores, or reports for respondents, often in PDF format. It saves time, standardizes insights, and improves the experience for both you and your audience.

Pointerpro helps businesses like yours by not only building these tools for you but also handing over the keys so you can reuse, edit, and scale them independently. This is perfect if you're a consultant, coach, or L&D professional looking to grow without adding manual work.

Yes. That’s exactly what many consultants and HR teams do when they want to professionalize fast. Whether it's a skills gap assessment, leadership scorecard, or training needs analysis, you can outsource the setup to specialists who understand logic building, UX, and reporting.

Pointerpro’s Professional Services team builds custom assessments for you, from start to finish. All you need to do is deliver the content and the score-based logic you want us to build into the solution.

Once it’s ready, you can fully manage it yourself on your own Pointerpro admin platform, so you don’t need to keep paying someone every time you want to tweak a question or update a report. What's more? You'll get onboarded to understand the ins and outs of our tool by a personal onboarding coach.

The timeline depends on complexity, but a typical project - from setting up your assessment logic to building a dynamic PDF report template - takes 3 to 4 weeks. If you're starting from scratch, it may take a bit longer to align on the content and scoring model.

Pointerpro speeds things up wherever possible with a dedicated team that builds everything for you, and then gives you full control in our platform. That way, you get a custom-built solution without waiting months or relying on developers.

Automated reports save hours of manual work and deliver immediate, tailored value to each respondent. Whether you’re providing feedback to clients, leads, or employees, automated PDFs make your assessments look more professional and scalable.

With Pointerpro, every report is fully customizable, branded to your business and powered by your own logic. Again, our professional services team can build it for you, then hand it over so you can keep using it (or even duplicate it) as often as you like.

You can automate nearly any type of assessment, including leadership style quizzes, readiness checklists, training needs assessments, maturity models, and personality or skill profiles. These tools are especially powerful for consultants, coaches, and L&D teams.

Pointerpro has helped professionals across industries turn static documents into dynamic, interactive assessments that generate personalized reports, all without writing code. You can start with our Professional Services team and then scale from there.

Frequently Asked Questions - The Pointerpro platform

Pointerpro is a software platform to create your own online assessments, automatically generate personalized reports and manage the distribution of assessments.

Your assessment challenges and objectives are unique to you. So is our pricing. Request your quote and find how we can help you.

You’re in safe hands. We’re ISO 27001:2022 certified!

ISO 27001 certification assures our customers of a steadfast commitment to maintaining the highest standards of information security and safeguarding their valuable data. This certification underscores Pointerpro’s dedication to meeting global benchmarks and instilling confidence and trust in the reliability and security of its services.

Pointerpro’s servers are hosted at Amazon Web Services (AWS) in Ireland (EU/EEA) (more info here), the world’s largest and most reliable cloud infrastructure provider. All our servers are set up redundantly to prevent loss of data or unavailability of any kind. Our SLA with AWS ensures any issue be taken up with the highest priority. Our specialized infrastructure and operations provider keeps a watchful eye to make sure everything is done following the highest standards and operating smoothly. For more info check Pointerpro’s security statement.

We have over 50 languages supported. You can create each assessment and report in one or more languages. You can check the full supported languages list here.

We offer two approaches: Do-it-yourself (DIY) and done-for-you (DFY).
DIY is a hands-on approach to building everything by yourself. We will ensure you learn how to use the key features to build a great assessment and report. Likewise, we’ll support you until you are ready to go live and launch the assessment to the respondents

DFY is the quickest way to get there. Our team will do the heavy lifting here. You will simply share with us the existing version of the assessment and pdf report and we will translate them into Pointerpro. Once we are done, we will teach you how to make changes to it, teach you how to distribute the assessment for you to master your desired workflow.

We have had people set up in days, others in months. We suggest starting the onboarding 1 to 3 months prior to launch.

We offer a do-it-yourself solution to build your own assessments, rangingfrom personality to skills to cybersecurity, and far beyond. The aim of our platform is to help you leverage your own expertise. That means, we don’t we don’t provide any content for your assessments.

Our team of experts will walk you through the ideal journey to build your perfect assessment and report. Whether you have it ready or are in the process of figuring it out and have decided to create it directly on Pointerpro.We aim to make you self-sufficient so you can create and edit without our assistance. But if you do, we will be there. They will ensure you understand Pointerpro’s capabilities. They will also assist before, during, and after you go live to explore further other use cases that expand the impact of Pointerpro within your organization.

We are a global company that serves businesses across every industry with stories similar to yours. Check out our gallery of customer case studies.

Create your first assessment today.