What are the most useful tools for wellness service providers?

As a provider of wellbeing services, you’re always on the look out for new wellness tools that can help you deliver more successful mental health and wellbeing programmes. The problem is, the market is saturated with a variety of different wellbeing tools you can potentially use to get ahead of your competitors – some useful, some not so much!

Below, we’ve picked out the most useful tools you can use to improve your services and deliver better long-term results:



One of the better known and more commonly used tools you can use for delivering wellbeing services are surveys. You can conduct surveys before the onset of the program to give yourself a baseline assessment of how high the engagement rate will be, amongst other valuable statistics.

Surveys can often be very easy to develop, especially when using some of the more advanced survey software platforms available. They can also be cost-effective for you to deliver, and numerous questions can be asked about a particular subject, giving extensive flexibility in data analysis. 

There are, however, some big questions to answer when using surveys for delivering your wellbeing services. Over what period of time should you deliver them? Every month? Every three months? Annually?. What format should your surveys take? Should they be delivered online or in person? What kind of data do you want to collect? Qualitative or quantitative?


Employee Engagement Tools

Employee Engagement Tools are different to mental health and wellbeing tools, in that they focus more on the communication and, not surprisingly, the ‘engagement’ of the workforce.

These tools check how much employees believe in the vision and values of the company, and how much they feel they can communicate their feelings, as opposed to focusing on an individual’s general wellbeing such as whether their diet, sleep or mental health is affecting their job.

For example, one of the more advanced tools, Employee Engagement Multiplier, can be used to provide the framework to measure and make effective change to your employee engagement.


Project management tools

Project management tools can also be used to help you deliver more effective wellbeing services. They often come in the form of online task management portals, like Trello or Microsoft Planner, and can be used by anyone with relative ease. Managing and delivering a wellbeing program into a business is stressful, and you need somewhere to put all your thoughts and future tasks. You also need to be able to set reminders and alerts for all of the companies you work with.

Project management tools such as Trello or Planner, can be used alongside more advanced wellness tools, to help you to plan, execute and control all aspects of your wellbeing service. You can use these tools for managing small or large projects, ensuring that each task is completed on time and for balancing your workload for optimal time management. 


Event feedback forms

After you have successfully delivered your wellbeing programme, you need to be putting the proper time and effort into evaluation. It’s often tempting to just ‘get on with it’, and look ahead to the next program or event. But how do you know what went well? Or what you could improve upon?

Event feedback forms can be really useful for you to use when collecting data post-program. Microsoft Forms is one we would recommend, as an easy to use, simple, lightweight app that lets you easily create surveys and polls. 


HR analytics tools

When delivering an effective wellness program, it is important to think about how to collate the data that you have collected, and how you’re going to visualise it for future reference. HR analytics tools, or People Analytics tools, can be used for effective statistical analysis and visualisation, and can help you to improve your services over a period of time. 

You’re probably familiar with Excel, one of the more basic platforms you can use as an analytics tool. Inputting data manually into excel, you are then able to export data as a .CSV file, and begin to analyse in a more centralised way. The good thing about using Excel, is that it is really easy to get to grips with – it doesn’t, though, allow you to dive any further than the base level of the data sets and analyse on a deeper level.

‘R’ is the most used HR analytics tool (but is actually a coding language), and is effective at analysing larger data sets, as opposed to Excel and other simple packages. The problem being here though, is that you need to learn to code! These packages are easy to install and allow you to run virtually all statistical analysis and create useful data sets for you to analyse. Microsoft’s Power BI also deserves a mention here, as it makes the aggregation, analysis, and visualisation of data very simple.

HR analytics tools, on the face of it, can be used effectively to improve your wellbeing services, and there are plenty available. They are, however, very difficult to master. It can take years of learning to understand how to correctly use these in tangent with your wellbeing services. And do you really have the time?


If you are interested in improving your wellbeing services with an employee wellbeing platform that combines many of these features under one roof, as well as having access to free marketing resources for your wellbeing services, being able to create action plans, calculate ROI and much more, please see our Lumien Partner Network. 

As a Lumien partner, you can distribute the platform to your clients at no cost to your company; but improve your services along the way. Simply click this link to find out more.