Potloc
Build the best data cleaning process of the market research industry
Potloc is the survey platform for high-stakes, high-speed missions. It’s the perfect tool that allows consultants and investors to raise the bar for primary research.
Context
Brand
Potloc Inc. is a tech-enabled market research company specializing in AI-powered survey solutions for consulting and private equity firms. Founded in 2013, the Montréal-based company has grown to serve global clients with offices in New York and Paris.
Objectives
Potloc helps businesses make smarter decisions by delivering clear, easy-to-understand survey results.
Trusted by leading global firms like KPMG, Roland Berger, and AlixPartners, they’ve gathered insights from a vast network of respondents across social media and partner channels.
500+
Global clients
343M+
Responses collected
54
NPS score
Core customers
Potloc is working mainly for consulting and private equity firms. They recruit Potloc to measure consumer usage and attitudes, find optimal pricing strategies, run competitive analysis for market opportunity research and do product research or test messaging.
Challenge
Potloc fights against the miserable state of the online survey experience and make sure to deliver pristine quality to our customers.
Organisation
Product & Engineering
The team is divided into three core groups: Sales, Supply, and Product & Engineering. All working together to deliver consistent value and maintain a high level of customer satisfaction.
In this section, I’ll focus on the Product & Engineering group, highlighting our workflow and how roles connect across the team.
Our collaboration was supported by a set of structured rituals, including:
- All Hands (Company-wide, monthly)
- Town Hall (Product & Engineering, bi-weekly)
- Squad Weekly (Team-specific, weekly)
- Triangle (Squad leads, weekly)
- Daily Stand-ups (Squad, daily)
To streamline communication and knowledge sharing, I also reorganized the entire Product & Engineering space in Notion.
I created an interconnected system of databases covering Discoveries, Documentation, News, and Culture.
These were linked across all squad and team templates to ensure seamless collaboration and easy access to key information for everyone.
Data Quality Squad
I was part of the Data Quality squad, a cross-functional team made up of a product manager, engineers, and myself as the product designer.
The Product and Tech Leads set the squad’s vision and managed the roadmap, while each engineer took full ownership of their features, working closely with the PM and me throughout the design and development process.
Our work was driven by three key objectives:
- Ensure the quality of responses by identifying and removing fake or dishonest participants from the panel
- Guarantee that all respondents matched the campaign’s target audience—for example, confirming we were surveying real doctors, not just self-proclaimed ones
- Equip our internal teams with the right tools to manage quotas, reach, and sample quality efficiently
This close collaboration and shared ownership allowed us to tackle complex data challenges while delivering meaningful, trustworthy insights to our clients.
Methodology
Most of our work was handled with the squad members and internal users.
Sitemap
Within the Sample area, two squads were actively working in parallel—each with its own dedicated designer.
I was the designer for one of these squads and owned three of the five core sections:
- Quotas,
- Data Quality,
- Respondent Report.
In close collaboration with product and engineering, I led the design efforts for these areas, from concept to delivery. Over the past year, our squad alone shipped more than 50 features, significantly enhancing how internal teams manage sample quality and performance.
Selected works
My role during this project
From day one at Potloc, I took ownership of the Data Quality domain by leading workshops, driving discoveries, and collaborating closely with both users and engineers. I was involved in every step of the product process, from defining problems to delivering solutions, always balancing user needs, technical constraints, and strategic priorities.
I designed features that supported both internal teams and external clients, bringing transparency and reliability to the data we delivered. I also contributed to the design system, influenced the backlog, and helped shape team priorities. Working cross-functionally, I built strong relationships and gained the trust of users across the company.
Data Quality was a rich and rewarding challenge. It was deeply technical, highly impactful, and essential to the value we provided to clients.
The experience helped me grow as a designer, collaborator, and strategic thinker.
Eloi
Let's work together
Everything will begin around a coffee or a nice call to understand your expectations or the problems we can help solving
