My-Take
Kait Hanerfeld

My-Take Insight Community Platform: Full Vendor Evaluation and RFP Responses

This article is a companion to our insight community RFP guide. That guide tells you what to ask every vendor. This one tells you exactly how My-Take answers those questions, with specifics.

15+
Years of Insight Community Experience
6x
GreenBook GRIT Top 50 Most Innovative
✓
Proprietary Insight Community Platform

My-Take is a purpose-built insight community platform with more than 15 years of experience serving Fortune 500 brands across industries such as CPG, consumer durables, financial services, healthcare, retail, technology, and media. The Insight Community+™ platform supports qualitative, quantitative, CX, and UX research natively in a single proprietary environment, with AI embedded across the full research pipeline from survey design through branded reporting and collaborative data analysis. My-Take offers three service models (DIY/SaaS, Hybrid, and Full-Service) with the flexibility to shift between them as program needs evolve. The platform is SOC 2 and HIPAA compliant. My-Take has been recognized on GreenBook's GRIT Top 50 Most Innovative Market Research Suppliers list for six consecutive years. Platform overview →

1. Platform Technology

RFP Criterion: Is the platform proprietary and purpose-built?

2. Research Methodologies

RFP Criterion: What tools does your platform offer?

Quantitative

  • Advanced survey builder with complex logic, routing, quotas, and data piping
  • MaxDiff and TURF analysis built natively
  • Pricing studies: Gabor Granger and Van Westendorp
  • Semantic Differential scales
  • Cross-tabs and banner tables with significance testing (90%, 95%, 99%) and correlation analysis
  • Quick polls for 24-48 hour turnaround
  • Concept testing with historical database benchmarking

Qualitative

  • Native video focus groups and IDIs with purpose-built research tools
  • Built-in video clip editor and automated highlight reel generator
  • Discussion boards with threaded responses and private vs. community-visible toggle
  • Journals and diary studies: longitudinal activities capturing topics, surveys, or private discussion board entries over a defined period
  • Deep-dive qual activity type with mixed question types and advanced moderation
  • Co-creation, ideation, and collage activities
  • In-home use testing (IHUT) support and management

CX and UX

  • UX testing with screen recording for both desktop and mobile
  • Mobile ethnography with photo and video upload
  • Chat-based mobile-first surveys (Conversations)
  • Social media simulation feed testing
  • Mock shopping in a simulated e-commerce environment, including a retail environment option
  • Stimulus testing: Heatmap, Highlighter, Dial Test

3. AI Capabilities

RFP Criterion: Is AI integrated throughout the community platform?

MyAI: Collaborative Research Assistant

MyAI is a collaborative AI research thought partner embedded throughout the insight community platform's administration and reporting workflows, enabling researchers to interact directly with their data. It works alongside researchers, drawing on community data, study objectives, past research, and member activity to generate actionable insights and recommendations within the platform. It is purpose-built for the research context. Read the press release →

On the administration side, MyAI can analyze participation trends, surface engagement insights, and draft activity question outlines. On the reporting side, it supports activity results summarization, cross-tabulation, open-ended response analysis, multi-report analysis, persona development, insight storytelling, and more.

SmartDeck™ Reporting

SmartDeck™ combines AI with automated client-branded slide formatting to produce presentation-ready PowerPoint reports. The AI analyzes study objectives and data to generate slide headlines, actionable insights, and executive summaries. All AI-generated content is editable and fully exportable. Additional report export formats include Excel, CSV, SPSS, and PDF. Read the press release →

AI-Powered Video and Text Analysis

For activities integrated with SmartDeck™ reporting, the platform automatically identifies and organizes recurring themes across survey videos and open-ended responses. For open-ended video, AI generates theme-based highlight reels with a built-in editor for refinement and interprets sentiment. Open-ended coding includes counts and percentages alongside each theme, with support for custom coding frameworks. Read the press release →

Conversations: AI-Infused Mobile Surveys

Conversations is a mobile-first, chat-based survey format where AI auto-moderation probes for deeper responses, questions adapt to each participant, and AI feedback fosters natural conversational interaction. Read the press release →

Survey Writing and Discussion Moderation

AI writing tools assist with rephrasing questions and answer options, and can draft member communications such as activity invitation emails and reminders. On discussion boards, AI generates follow-up probes automatically, with each suggested response going through researcher review before posting. All AI-generated outputs across the platform are reviewable and editable by the researcher before use.

4. Member Management

RFP Criterion: Can the platform manage complex member profiles and engagement at scale?

  • Custom admin dashboards with real-time participation monitoring
  • Profiling with custom demographic, behavioral, and research-specific fields
  • Segmentation typing tool to automatically assign members to audience segments based on screener responses
  • Multi-channel communications: email, SMS, and in-platform messaging
  • Ability to create and schedule newsletters, sharebacks, and reminders
  • Points, badges, leaderboards, and rewards with multi-currency support for global programs
  • Member ticketing and support system for inquiry management

5. Reporting and Deliverables

RFP Criterion: What advanced features does the platform provide across reporting and deliverables?

6. Security and Compliance

RFP Criterion: Is the platform compliant with relevant security and privacy standards, and how is PII managed?

7. Service Model and Team

RFP Criterion: What service models are available and what does the account team look like?

Service ModelWhat's IncludedBest For
DIY / SaaSPlatform license, technical support & trainingTeams with strong internal research capacity who want full platform control. Includes dedicated and responsive customer support for platform assistance.
HybridPlatform license, technical support, select research services (moderation, administration, content creation, programming, analysis, reporting)Teams that want to own strategy while offloading execution on specific tasks
Full-ServicePlatform license, technical support, full research services end-to-endLean or no dedicated internal research teams, high-complexity programs requiring full management

A dedicated service team is assigned to every client at every service level. Team members bring expertise in both qualitative and quantitative research methods and have hands-on experience in community-specific research. My-Take emphasizes team continuity, which directly affects program quality: clients work with people who understand their research history, their stakeholders, and how their business uses insights.

Platform onboarding and training are included at every service level. My-Take provides structured onboarding for new users and ongoing training resources as the platform evolves, so teams can work confidently in the platform regardless of their starting point.

8. Recruitment Strategy

RFP Criterion: How do you recruit members to match specific target segments?

9. Community Management and Engagement

RFP Criterion: How do you maintain community health between high-priority studies?

10. Value and Long-term Fit

RFP Criterion: What value does the platform provide, and does it fit my needs long-term?

11. Incentives and Engagement

RFP Criterion: What incentive structures and engagement tools does the platform support?

12. Implementation Timeline

RFP Criterion: What does the implementation timeline look like, and how do you handle migration?

13. Vendor Experience and References

RFP Criterion: What is My-Take's track record, and can references be provided?

14. Provider Focus and Program Commitment

RFP Criterion: Are insight communities your core business, or one offering among many?

15. How My-Take Compares

The insight community vendor landscape includes purpose-built community platforms, broader research or experience management suites with community modules, and newer entrants focused on mobile-first or conversational formats. Where a vendor falls on that spectrum affects platform depth, service continuity, innovation pace, and how much organizational attention your program receives.

My-Take differentiates itself in a few areas that matter during an RFP evaluation. Insight Community+™ is a fully proprietary platform, meaning qual, quant, CX, UX, and AI all run on the same native stack with no third-party dependencies for core research functions. Some competing platforms assemble capabilities through integrations, which can create data continuity gaps and complicate support escalation. My-Take's singular focus on insight communities, rather than offering communities as one product line within a broader suite, means the full R&D budget, product roadmap, and client-facing team are dedicated to community-specific programs. And the platform's AI capabilities span the full research pipeline rather than being limited to one or two surface-level features.

That said, every evaluation should weigh trade-offs specific to your program's needs. The right vendor depends on the research you plan to run, the service model you need, and how central the insight community is to your overall research strategy. For a detailed comparison across the leading providers, see our Top 10 Insight Community Platforms & Companies in 2026.

Common Questions from RFP Evaluations

Is My-Take's platform HIPAA and SOC 2 compliant?

Yes. My-Take is SOC 2 and HIPAA compliant. The platform uses advanced data encryption in transit and at rest, supports multi-factor authentication (MFA) and single sign-on (SSO), and enforces role-based access controls. The platform complies with GDPR and CCPA, with member consent, opt-outs, and data deletion requests managed within the platform. Client and member data are not used in AI model training. Documentation on all certifications and data handling policies is available on request during an evaluation.

What AI capabilities does My-Take offer?

AI is integrated across the full platform. Capabilities include MyAI, a collaborative research thought partner that enables researchers to interact directly with their community data across administration and reporting; AI-powered video analysis with automated theming, sentiment detection, and highlight reel generation; SmartDeck™, which auto-generates client-branded PowerPoint reports with AI-produced headlines, insights, and executive summaries; AI-assisted open-ended coding and theming with verbatim citations; AI survey writing tools; Conversations, a mobile-first chat-based survey format with AI auto-moderation and adaptive questioning; and AI-powered discussion board moderation that suggests follow-up probes. For a full overview, see my-take.com/ai.

What service models are available and can they change over time?

My-Take offers three service models: DIY/SaaS (platform license, technical support and training, for teams with strong internal research capacity), Hybrid (platform license plus select research services including moderation, administration, content development, programming, analysis, and reporting), and Full-Service (full end-to-end research management, best suited for lean or no dedicated internal research teams). Clients can move between service levels as their needs change — no separate contract amendment required when priorities or team capacity shifts.

Frequently Asked Questions

Is My-Take's platform proprietary?

Yes. Insight Community+™ is proprietary and purpose-built for insight community research. Core research functions; qual, quant, CX, UX, and AI all run on the same native stack.

What research activities does the platform support?

The platform supports surveys with advanced logic and question types (MaxDiff, pricing tools, matrix, heatmaps), polls, discussion boards, journals and diaries, video focus groups and IDIs, mobile ethnography, UX testing with screen recording, co-creation and ideation, collage activities, in-home use tests, social media simulation, mock shopping, and chat-based mobile-first surveys. All activity types are available natively within Insight Community+™; no external tools required.

How experienced is the My-Take team?

My-Take has more than 15 years of insight community experience. The company has been recognized on GreenBook's GRIT Top 50 Most Innovative Market Research Suppliers list for six consecutive years. The team includes researchers with long tenure across qualitative and quantitative methods. A dedicated account team is assigned to every client at every service level.

How does My-Take approach community health between major studies?

My-Take actively manages community health between high-priority studies through a consistent schedule of activities at a recommended cadence of 2-4 per month. Gamification features, member acknowledgment, and closing-the-loop communications keep members engaged across the life of the program.

What types of research programs does My-Take support?

My-Take supports a wide range of insight community program types, including product development and innovation, customer experience and satisfaction, concept testing, advertising and messaging evaluation, usage and attitude studies, segmentation, competitive intelligence, and path-to-purchase research. Programs range from focused communities of a few hundred members to large-scale panels with thousands of participants across multiple segments, and span consumer, B2B, and healthcare audiences.

Kait Hanerfeld

Associate Director of Marketing · My-Take

Kait Hanerfeld is Associate Director of Marketing at My-Take, a leading insight community platform. At My-Take, Kait helps lead content and marketing programs that help insights professionals evaluate, understand, and get the most from insight community platforms. My-Take has been recognized on GreenBook's GRIT Top 50 Most Innovative Market Research Suppliers list for six consecutive years.

LinkedIn →

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Written by Kait Hanerfeld, Associate Director of Marketing at My-Take. This article is a companion to the insight community RFP evaluation criteria guide. For a comparison of providers in the market, see: Top 10 Insight Community Platforms & Companies in 2026.

Kait Hanerfeld

Kait Hanerfeld

Kait Hanerfeld is an Associate Director of Marketing at My-Take, a leading insight community platform. At My-Take, Kait helps lead content and marketing programs that help insights professionals evaluate, understand, and get the most from insight community platforms.

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