Case studiesProfessional services

Behaviour assessments: delivery, reporting and access control

A people-development consultancy needed its assessment product to work from participant access through the finished report. Mark Philippe Mirasol connected LimeSurvey and WordPress with calculations, charting, PDFs and administration.

Business
Anonymized people-development consultancy
Sector
Professional services
Scope
Assessments, reports and access
Contributor
Mark Philippe Mirasol
Editorial illustration: an assessment-card organizer with one orange card
AI-generated editorial illustration of the project’s domain.

The assessment was a commercial workflow, not just a form.

The consultancy sold an assessment service. Delivering it meant managing participants, collecting answers, calculating a profile, preparing charts and distributing a private report. A standalone survey would leave the business assembling the product around each response.

Participant information also needed an access model that matched the product. Report delivery and administration had to be designed together, so a participant received the right result without opening another person’s profile.

Reuse survey software and build the reporting around it.

Mark integrated LimeSurvey with WordPress, reusing established survey mechanics. The application calculated profiles from participant responses, rendered charts and produced the finished report as a dynamic PDF.

Each report used an individual access token. Administrators could manage participants, access codes, assessment state and completed results within the same delivery workflow.

What the workflow includes

  • Manage participant access and assessment progress.
  • Calculate profiles from completed responses.
  • Render individual charts and dynamic PDF reports.
  • Deliver reports through individual access tokens.

A complete journey from participant access to report delivery.

The consultancy received the connected assessment product: participant access, response capture, calculations, reports and administration. Reusing LimeSurvey allowed the custom work to concentrate on the reporting and delivery requirements specific to the business.

What this means for the technology owner.

This is a practical build-versus-buy decision. Keep proven survey functionality and take responsibility for the business-specific layers around it. Ongoing ownership includes the report calculations, access model, upgrades and the route from a completed assessment to a customer receiving its result.

Compare bought software and custom work →

LimeSurveyWordPressPHPDynamic chartsPDF generationToken access

Project contribution: Mark Philippe Mirasol. The scope described above identifies the work behind this case.

Editorial review: Ego Eimi · Updated September 6, 2026 · About the team

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