What DataWise does

DataWise, Inc. is a Utah-based B2B professional services firm that delivers data processing, tabulation, coding, analysis, custom reporting, and data entry services to research-oriented organizations, including market research firms, political and public affairs polling organizations, PR and communications agencies, and healthcare and medical research buyers. The firm was founded circa 2003 and operates from 3300 N. Triumph Boulevard Suite 100 in Lehi, Utah (with a mailing address in Riverton), maintaining a partner-led structure under Shane Clark, Dana Morrey, and Donni Morrey.

DataWise's core technology combines UNCLE Professional tabulation software with proprietary in-house utilities that add statistical testing, weighting, data merging, and multi-format export (Excel, SPSS, CSV, tab-delimited, ASCII) on top of the legacy platform. Its most differentiated asset is a proprietary AutoChart program that automates PowerPoint chart generation directly from crosstab data, with features for ranking, sorting, and universal text updates across brand-, candidate-, or market-specific content. The portfolio is delivered as an integrated workflow: raw data is ingested, tabulated and coded, statistically analyzed (using cluster, factor, and regression methods), and delivered as interview schedule, trended, topline, and PowerPoint reports.

The business model is sales-led and project-based: pricing is quoted per engagement and not publicly disclosed, with revenue tied to scope, complexity, and turnaround requirements. DataWise competes primarily on turnaround speed (24-hour or same-business-day tabulation, including overnight crisis polls), partner experience (40+ combined years across supplier and end-user roles), and customized deliverables, reaching customers through its website (datawise.org), direct email and phone outreach, client testimonials, and referrals. The firm has no disclosed funding, parent company, or institutional investors.

Name

DataWise

Legal name

DataWise, Inc

Website

https://datawise.org

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

DataWise, Inc. is a Utah-based B2B professional services firm delivering tabulation, coding, data analysis, custom reporting, and data entry services to market research, political polling, PR, and healthcare research clients, using UNCLE software plus a proprietary AutoChart PowerPoint automation tool.

Ownership category

akta.pro rank

Headquarters

HQ city

Riverton

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Professional Data Processing Services: DataWise generates revenue through project-based professional services including tabulation, coding, data analysis, custom reporting, and data entry. Services are customized to client project needs with pricing based on scope, complexity, and turnaround requirements. The company emphasizes unmatched turnaround times and customized deliverables as differentiators.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

DataWise is a data processing company that provides survey tabulation, coding, data analysis, custom reporting, and data entry services. The company serves market research firms, PR agencies, and polling organizations, and supplements its service delivery with proprietary in-house tools such as AutoChart software.

Product overview

DataWise is a data processing company offering a unified suite of services centered around survey research and market research data processing. The core offering comprises Tabulation Services (using UNCLE software and proprietary utilities), Text Analysis/Coding and Verbatims, Data Analysis, Custom Reporting, and Data Entry Administration. The portfolio is anchored by the proprietary AutoChart Program—a specialized tool that automates PowerPoint chart generation from crosstab data. Services are delivered as an integrated workflow: raw data undergoes tabulation and coding, is analyzed statistically, and is delivered as custom reports and presentations through the AutoChart automation.

Differentiator

Problem solved

Functional benefit

Products and services

• Data Tabulation Service Data tabulation service that converts raw survey data into structured tables/cross-tabulations for market research firms, PR agencies, and polling organizations.
• Survey Coding Service Coding of open-ended survey responses and categorization of verbatim responses into coded, analyzable data for research clients.
• Survey Data Analysis Service Analytical processing of survey datasets to surface findings, statistical outputs, and study-level results for market research buyers.
• Custom Reporting Service Custom-built reports tailored to client specifications, including cross-tabulations, banner points, and bespoke output formats.
• Data Entry Service Manual data entry and dataset preparation support for research clients needing structured inputs into analysis pipelines.

Quantifiable outcome

• Tabulation turnaround time of 24 hours or same business day
• +1 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Toluna: Global online research and panel provider offering end-to-end survey design through reporting, overlapping with DataWise's market research processing and analytics services.
• Macromill: Japan-headquartered digital market research services firm offering data collection, processing, and analytics for global brands—overlapping with DataWise's full-stack research support, but at significantly larger scale.
• Qualtrics: Large-scale experience management and survey platform with native analytics, dashboards, and reporting—competing with DataWise's custom reporting and chart automation at the high end of the market.
• Forsta (formerly Confirmit): Enterprise feedback and survey research platform offering built-in tabulation, reporting, and analysis—replacing the manual data processing services that DataWise offers for larger enterprise customers.
• IBM SPSS Statistics: Long-standing statistical analysis platform used in survey research; while not a service bureau like DataWise, SPSS competes at the tooling layer and is often the alternative to outsourcing tabulation/analysis work to DataWise.

Direct peers

• Q Research Software (QPSMR): Long-standing survey data processing and tabulation software used by market research professionals; competes head-on with DataWise's UNCLE-based tabulation service bureau model.
• Critical Mix: Data collection and research services firm offering survey programming, data processing, and tabulation—directly comparable to DataWise's outsourced processing model for research agencies.
• Bilendi (formerly Quest Mindshare): Panel and data services company with proprietary data processing capabilities for market research clients—competing with DataWise in outsourced tabulation and reporting services.
• Sawtooth Software: Provider of survey analytics, conjoint analysis, and tabulation tools for market researchers, serving overlapping customer segments to DataWise with a stronger software-product orientation.
• Infotools: Specialist data processing and analytics platform for market research, providing crosstab analysis, charting, and reporting automation—directly overlapping with DataWise's tabulation and AutoChart capabilities for the same research firm customer base.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/datawiseinc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about DataWise