Qualtrics
Reimagining Survey Creation with an AI Expert Guide
Case Study
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Project Overview
Project Overview
Project Overview
This 12 week 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.
This 12 week 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.
This 12 week 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.
Role
Role
Tools
Tools
Task
Task
Team
Team
UX Designer
UX Designer
Figma, Subframe, Lovable, Gemini
Figma, Subframe, Lovable, Gemini
Product Design, User Research
Product Design, User Research
UXD, UXR, PM & ENG
UXD, UXR, PM & ENG
Solution
Solution
Something about the solution
Businesses run on data, and surveys are the engine for collecting it. But for the growing number of professionals who aren't trained researchers, creating a methodologically sound survey can be an intimidating challenge.
The Qualtrics Survey Builder is the platform designed to solve this. It's a powerful and deep ecosystem of features—from advanced logic to sophisticated branding—built to empower organizations to collect the highest quality experience data and turn it into action.
Businesses run on data, and surveys are the engine for collecting it. But for the growing number of professionals who aren't trained researchers, creating a methodologically sound survey can be an intimidating challenge.
The Qualtrics Survey Builder is the platform designed to solve this. It's a powerful and deep ecosystem of features—from advanced logic to sophisticated branding—built to empower organizations to collect the highest quality experience data and turn it into action.
Businesses run on data, and surveys are the engine for collecting it. But for the growing number of professionals who aren't trained researchers, creating a methodologically sound survey can be an intimidating challenge.
The Qualtrics Survey Builder is the platform designed to solve this. It's a powerful and deep ecosystem of features—from advanced logic to sophisticated branding—built to empower organizations to collect the highest quality experience data and turn it into action.
Context
Context
What's Qualtrics Survey Builder?
Businesses run on data, and surveys are the engine for collecting it. But for the growing number of professionals who aren't trained researchers, creating a methodologically sound survey can be an intimidating challenge.
The Qualtrics Survey Builder is the platform designed to solve this. It's a powerful and deep ecosystem of features—from advanced logic to sophisticated branding—built to empower organizations to collect the highest quality experience data and turn it into action.
Businesses run on data, and surveys are the engine for collecting it. But for the growing number of professionals who aren't trained researchers, creating a methodologically sound survey can be an intimidating challenge.
The Qualtrics Survey Builder is the platform designed to solve this. It's a powerful and deep ecosystem of features—from advanced logic to sophisticated branding—built to empower organizations to collect the highest quality experience data and turn it into action.
Businesses run on data, and surveys are the engine for collecting it. But for the growing number of professionals who aren't trained researchers, creating a methodologically sound survey can be an intimidating challenge.
The Qualtrics Survey Builder is the platform designed to solve this. It's a powerful and deep ecosystem of features—from advanced logic to sophisticated branding—built to empower organizations to collect the highest quality experience data and turn it into action.
Problem
Problem
The Expert's Tool vs. The Novice's Task
A deep dive into product analytics revealed a critical insight. For surveys started from scratch by new users, there was a 24.7% drop-off before the user even began customizing the first question. Users were landing in a powerful, expert-grade tool and immediately felt overwhelmed.
"I know my KPIs but I need help building a project from start to finish."
"I need to focus on my own methodology, not building a survey and dashboard."
The core problem was a mismatch: a novice user with a straightforward task was being dropped into an expert's cockpit without a co-pilot. They needed a stepping stone—a guided path that would help them leverage the platform's power with confidence, ensuring they could create a methodologically sound survey without needing to be a research expert.
A deep dive into product analytics revealed a critical insight. For surveys started from scratch by new users, there was a 24.7% drop-off before the user even began customizing the first question. Users were landing in a powerful, expert-grade tool and immediately felt overwhelmed.
"I know my KPIs but I need help building a project from start to finish."
"I need to focus on my own methodology, not building a survey and dashboard."
The core problem was a mismatch: a novice user with a straightforward task was being dropped into an expert's cockpit without a co-pilot. They needed a stepping stone—a guided path that would help them leverage the platform's power with confidence, ensuring they could create a methodologically sound survey without needing to be a research expert.
A deep dive into product analytics revealed a critical insight. For surveys started from scratch by new users, there was a 24.7% drop-off before the user even began customizing the first question. Users were landing in a powerful, expert-grade tool and immediately felt overwhelmed.
"I know my KPIs but I need help building a project from start to finish."
"I need to focus on my own methodology, not building a survey and dashboard."
The core problem was a mismatch: a novice user with a straightforward task was being dropped into an expert's cockpit without a co-pilot. They needed a stepping stone—a guided path that would help them leverage the platform's power with confidence, ensuring they could create a methodologically sound survey without needing to be a research expert.
Jonathan To
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