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Workplace climate survey · AI analysis · 8 responses

Action Plan
Industrial technical engineering company
2026

Industrial technical engineering company · approx. 8 employees

Complete diagnosis and actionable roadmap based on the results of the internal satisfaction survey. Generated and analyzed by Motex.

7,6
Average satisfaction /10
−12,5
Current eNPS
1,2
Restroom score /5
87%
Already use AI
01

Executive Summary

Overview
Overall satisfaction
7,6/10
Average of 8 responses. Range between 5 and 9 points.
Would recommend the company
75%
6 out of 8 would answer "Yes" or "Probably yes".
Use AI at work
87%
Only 1 person does not use it. High receptiveness to training.
Repetitive tasks
100%
Everyone points to automatable tasks. Urgent action needed.
Sufficient resources
62%
5 out of 8 indicate that tools or improvements are missing.
Lowest rated: restrooms
1,2/5
The lowest score in the whole survey. Immediate action.
eNPS — Employee Net Promoter Score
Promoters (9-10): 2 people · 25% Passives (7-8): 3 people · 37.5% Detractors (0-6): 3 people · 37.5%
eNPS = 25% − 37,5% = −12,5  ·  Objetivo 2026: superar 0
02

Day-to-day aspects rating

Scores
Work-life balance
4,5 / 5
Workload
4,2 / 5
Training received
4,0 / 5
Communication between departments
3,8 / 5
Resources and tools
3,8 / 5
Development prospects
3,6 / 5
Communication with manager
3,3 / 5
Work recognition
3,0 / 5
03

Tools, automation and duplication

High priority
High priority

Unify the document management system and eliminate duplication

Diagnosis: Several employees fill in the same information in different documents. An internal management tool is mentioned, as well as the need for everyone to use the same templates. Duplication is the main operational pain point.
  • 1
    Audit current forms and templates: detect what information is duplicated and between which departments.
  • 2
    Select or adapt a single management system that consolidates quality, environment and operations.
  • 3
    Create standard mandatory corporate templates for the whole company, integrated into the same platform.
  • 4
    Train all teams before the official launch of the new system.
Recommended tools
SharePoint + Power Automate
Document management + automatic flows · Microsoft 365
Notion
Wiki + templates + centralized knowledge base
Zapier / Make
Automate flows between systems without coding
High priority

Automate time tracking, work reports and repetitive administrative tasks

Diagnosis: Time tracking and reports appear in several responses as tasks that consume unnecessary time. Invoicing and work reports are also mentioned.
  • 1
    Implement a digital clock-in app with geolocation or NFC that automatically sends data to the payroll system.
  • 2
    Automate work report generation with data already present in the project system.
  • 3
    Integrate invoicing with the ERP so project data flows automatically into invoices.
Recommended tools
Factorial HR
Time tracking, absences, reports · Spanish solution
Sesame HR
Mobile app and automatic reporting · Spanish
Holded
ERP + invoicing + integrated projects · Spanish
Medium priority

Provide a second screen for technical roles

Diagnosis: One employee expressly points to the lack of a large second screen as an efficiency limitation when working with several documents simultaneously.
  • 1
    Identify which roles (technical, projects, drafting) require dual screens and quantify the cost.
  • 2
    Purchase additional monitors of at least 24" for those roles in the next 3 months.
  • 3
    Include dual screens as standard equipment for new technical roles.
04

Artificial intelligence and digital training

AI · Strategy
High priority

Launch a training program in business-applied AI

Diagnosis: 87% already use AI tools but 100% need training. Main uses: report writing, regulation search, summaries and data analysis. High motivation: several answer "yes, a lot" when asked about interest in training.
  • 1
    Create an "AI pioneers" group with advanced users to identify the 5 highest-impact use cases in the company.
  • 2
    Organize a 4-hour practical workshop: technical report writing, regulation search and AI-assisted data analysis.
  • 3
    Purchase corporate licenses to avoid free accounts with limitations and no data privacy.
  • 4
    Create an internal library of useful prompts for the company’s most common tasks.
Recommended tools
Microsoft Copilot 365
AI integrated into Word, Excel, Outlook and Teams
Claude for Work
Ideal for technical reports and regulation analysis
Perplexity for Teams
Smart regulation search with cited sources
Autodesk AI
Automation of repetitive tasks in CAD
05

Internal communication and coordination

Communication
High priority

Establish a structured communication channel between departments

Diagnosis: Interdepartmental communication is the second lowest-rated area. Lack of coordination in quality and environment, chaotic reception of client information and lack of process alignment are mentioned.
Communications related to the quality management system and the environmental management system.
That all departments use the same templates and the same management system.
  • 1
    Implement a structured internal communication tool with channels by project and department.
  • 2
    Create a client information intake protocol: standard form, assigned owner and response time.
  • 3
    Set biweekly 30-minute interdepartmental meetings with brief shared minutes.
Recommended tools
Microsoft Teams
Channels by project, video calls, Office integration
Slack
Agile communication with bots and integrations
Typeform + CRM
Standard form for receiving client information
Medium priority

Improve work recognition and communication with managers

Diagnosis: Work recognition is the lowest-rated day-to-day aspect (3.0/5). Communication with the direct manager also scores low (3.3/5). Direct impact on satisfaction and retention.
  • 1
    Implement monthly 1:1 meetings with a fixed structure: achievements, difficulties and next steps.
  • 2
    Create an internal recognition system: mention in team meeting, public message in Teams, etc.
  • 3
    Ultra-short quarterly climate survey (3 questions) to monitor progress.
Recommended tools
Bonusly
Peer recognition with redeemable points
Officevibe / Leapsome
Continuous climate pulse + 360° feedback
06

Physical office conditions

Urgent
Lighting
4,3 / 5
Workspace
3,8 / 5
Equipment (desk, chair, screens)
3,6 / 5
Cleaning
3,2 / 5
Temperature / air conditioning
3,0 / 5
Noise level
2,6 / 5
Restrooms
1,2 / 5
This week - urgent

Immediate improvement of restrooms and air conditioning

Diagnosis: Restrooms are the lowest-rated item in the entire survey (1.2/5). Air conditioning also scores very low (3.0/5). Several employees mention it emphatically in open responses.
Restrooms IN PROPER CONDITION.
Better air conditioning.
  • 1
    Restrooms: Immediate review of condition and maintenance. Increase cleaning frequency and permanently provide basic supplies.
  • 2
    Air conditioning: Review the HVAC system. If it is insufficient, prioritize repair before summer.
  • 3
    Establish a maintenance issue reporting protocol so any employee can report problems.
Medium priority

Create a meeting / video conference room and improve acoustics

Diagnosis: The video conference room is the most requested resource (6 out of 8 people). The noise level (2.6/5) is low because external calls interfere with colleagues.
  • 1
    Enable a dedicated video call space, even if by adapting an existing area with acoustic panels.
  • 2
    Provide a quality screen, camera and microphone for client presentations.
  • 3
    Install acoustic dividers in the open work area to reduce interference.
  • 4
    Add lockers or personal storage for each employee (requested by 3 people).
07

Professional development and career

Talent
Medium priority

Define a career plan and clear growth prospects

Diagnosis: Professional development prospects score 3.6/5, with one employee rating them a 2. There are explicit mentions of wanting more growth opportunities.
  • 1
    Conduct individual development interviews to understand aspirations and draw up a 1-2 year plan.
  • 2
    Set clear, measurable annual goals linked to compensation reviews.
  • 3
    Create an annual external training budget per person (sector courses, certifications).
  • 4
    Actively communicate strategic projects so employees see the future and their role in it.
08

Work environment and team cohesion

Maintain
Maintenance

Strengthen the strong points: teamwork and schedule flexibility

Diagnosis: The team environment is the company’s greatest asset. The words people use - "comfortable", "friendly", "collaborative", "dynamic", "good atmosphere" - are very valuable and should be protected. Working hours and work-life balance are the highest-scoring aspects (4.5/5).
Comfortable, relaxed and friendly.
Good, collaborative and dynamic.
Good atmosphere.
Good, calm, welcoming.
  • 1
    Maintain flexible schedules and work-life balance policy as a differentiator in attracting talent.
  • 2
    Organize quarterly team-building activities (not mandatory) to maintain cohesion.
  • 3
    Communicate openly that management has listened to the survey and is acting: this reinforces trust.
09

Roadmap: what to do when?

Roadmap
Phase 1
May
Review and immediate action on restrooms and air conditioning
Tell the team that the results have been read and action is being taken
Purchase additional monitors for technical roles
Define internal communication tool (Teams or Slack)
Phase 2
June
Audit duplicated processes and select document management tool
First AI workshop (4h) for the whole team
Start enabling the video conference room
Implement digital clock-in system (Factorial or Sesame HR)
Phase 3
Jul-Aug
Roll out unified templates and new document management system
Monthly 1:1 meetings implemented as standard practice
Individual professional development interviews
Purchase corporate AI licenses
Phase 4
Sep-Oct
Repeat climate survey (short version, 5 questions) to measure impact
Individual career plans completed and communicated
Recognition system underway
Review impact of implemented automations
10

Recommended tools map

Tech Stack
ToolCategoryProblem solvedPriority
Factorial HR / Sesame HRDigital HRAutomated time tracking, reports and absencesHigh
Microsoft Copilot 365Business AIReport writing, search and integrated analysis in OfficeHigh
SharePoint + Power AutomateDocument managementCentralize documents and automate workflowsHigh
Microsoft TeamsCommunicationChannels by department, video calls and virtual roomHigh
HoldedERP / InvoicingInvoicing, projects and accounting without duplicationMedium
NotionWiki / KnowledgeKnowledge base, templates and unified processesMedium
Perplexity for TeamsAI / RegulationsSmart regulation search with verified sourcesMedium
Officevibe / LeapsomeWorkplace climateContinuous satisfaction pulse, feedback and recognitionLow
Note for management: If the company already uses Microsoft 365, the number one recommendation is activate Teams + SharePoint + Power Automate + Copilot before hiring any new tool. This solves internal communication, document management, automation and AI access at once, with a single platform the team already knows. If Microsoft 365 is not used, this is the ideal time to evaluate it.