Qualtrics

Reimagining Survey Creation with an AI Expert Guide

Case Study

5 min read

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Case Study

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Project Overview

Project Overview

Project Overview

This 12-week intern project was reimagining Qualtrics Survey Builder workflow. The goal was to move away from a complex, tool-heavy builder towards a radically simplified, conversational experience for new and less-experienced users.

Throughout the project, I was challenged to integrate AI tools into my design process, from research synthesis to concept exploration and prototyping.

This 12-week intern project was reimagining Qualtrics Survey Builder workflow. The goal was to move away from a complex, tool-heavy builder towards a radically simplified, conversational experience for new and less-experienced users.

Throughout the project, I was challenged to integrate AI tools into my design process, from research synthesis to concept exploration and prototyping.

This 12-week intern project was reimagining Qualtrics Survey Builder workflow. The goal was to move away from a complex, tool-heavy builder towards a radically simplified, conversational experience for new and less-experienced users.

Throughout the project, I was challenged to integrate AI tools into my design process, from research synthesis to concept exploration and prototyping.

Role

Role

Tools

Tools

Task

Task

Team

Team

UX Design Intern

UX Design Intern

Figma, Subframe, Lovable, Gemini

Figma, Subframe, Lovable, Gemini

Product Design, User Research

Product Design, User Research

UXD, UXR, PM & ENG

UXD, UXR, PM & ENG

NDA

NDA

A Note on Confidentiality

Due to NDA restrictions, I cannot share detailed design solutions, high-fidelity mockups, or specific metrics. However, I can share my design process, strategic thinking, and early-stage artifacts.

If you'd like the full version, shoot me an email at [jonathantowork@gmail.com] 📧

Due to NDA restrictions, I cannot share detailed design solutions, high-fidelity mockups, or specific metrics. However, I can share my design process, strategic thinking, and early-stage artifacts.

If you'd like the full version, shoot me an email at [jonathantowork@gmail.com] 📧

Due to NDA restrictions, I cannot share detailed design solutions, high-fidelity mockups, or specific metrics. However, I can share my design process, strategic thinking, and early-stage artifacts.

If you'd like the full version, shoot me an email at [jonathantowork@gmail.com] 📧

Context

Context

The Brief

The Challenge

The Challenge

The Challenge

Users faced high abandonment rates due to the builder's overwhelming complexity. However, prior research showed customers were open to AI assistance.

Users faced high abandonment rates due to the builder's overwhelming complexity. However, prior research showed customers were open to AI assistance.

Users faced high abandonment rates due to the builder's overwhelming complexity. However, prior research showed customers were open to AI assistance.

The Opportunity

The Opportunity

The Opportunity

Design an AI-guided conversational experience that progressively reveals complexity while building user confidence and capability.

Design an AI-guided conversational experience that progressively reveals complexity while building user confidence and capability.

Design an AI-guided conversational experience that progressively reveals complexity while building user confidence and capability.

Task

Task

5 Phases Over 12 Weeks

I was tasked with designing and validating high-fidelity prototypes for a streamlined survey creation workflow while strategically integrating AI tools throughout the design process. To stay organized and ensure progress, I structured my work into five distinct phases:

I was tasked with designing and validating high-fidelity prototypes for a streamlined survey creation workflow while strategically integrating AI tools throughout the design process. To stay organized and ensure progress, I structured my work into five distinct phases:

I was tasked with designing and validating high-fidelity prototypes for a streamlined survey creation workflow while strategically integrating AI tools throughout the design process. To stay organized and ensure progress, I structured my work into five distinct phases:

01
Research & Discovery
The project began by synthesizing extensive existing research and mapping the complete user journey. This helped identify critical pain points and opportunities for improvement.
Example of research documents
02
Ideation & Lo-Fi Exploration
03
Hi-Fi Design & Prototyping
04
Testing & Iteration
05
Final Deliverables

Project Impact

Project Impact

Validated Solutions Ready for Launch

The project's strong user validation and strategic approach led to meaningful outcomes that extended beyond the internship timeline:

The project's strong user validation and strategic approach led to meaningful outcomes that extended beyond the internship timeline:

The project's strong user validation and strategic approach led to meaningful outcomes that extended beyond the internship timeline:

01

🤖

Designs incorporated into broader AI agent roadmap

02

📄

Created documentation system for seamless team handoff

03

All concept testing participants validated core approach

Conclusion

Conclusion

What I learned…

Prioritization Matters

When times got tight, focusing on high-impact features first allowed us to deliver meaningful value within constraints.

Prioritization Matters

When times got tight, focusing on high-impact features first allowed us to deliver meaningful value within constraints.

Prioritization Matters

When times got tight, focusing on high-impact features first allowed us to deliver meaningful value within constraints.

Test Early, Test Often

Running concept tests before high-fidelity design saved weeks of work and ensured I was solving real problems, not assumptions.

Test Early, Test Often

Running concept tests before high-fidelity design saved weeks of work and ensured I was solving real problems, not assumptions.

Test Early, Test Often

Running concept tests before high-fidelity design saved weeks of work and ensured I was solving real problems, not assumptions.

Extras

Extras

Photos from this experience!

NDA

NDA

My Full Experience

Thanks for taking the time to review my work!

If you'd like to see the full, password-protected case study with additional details, feel free to reach out at [jonathantowork@gmail.com] 📧

Thanks for taking the time to review my work!

If you'd like to see the full, password-protected case study with additional details, feel free to reach out at [jonathantowork@gmail.com] 📧

Thanks for taking the time to review my work!

If you'd like to see the full, password-protected case study with additional details, feel free to reach out at [jonathantowork@gmail.com] 📧

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