Qualtrics now provides researchers a fast and simple way to recruit participants for their studies. This product is live, customer feedback is positive, and it is being built to scale to increasing demand. My work is the foundation for human and synthetic recruitment offerings.
Human panels. 0→1, then 1→2. I led the design of third-party, human recruiting tools at Qualtrics, including their extensible framework, payments system, and panel marketplace. On track to $7M annual revenue target.
Synthetic panels and AI transparency. Designed the synthetic panel experience, which fit easily into the existing panel architecture. I also designed the AI transparency markers that accompanies synthetic data in Qualtrics and defined user segments for AI validation research and trust building needs.
Role
Sole then Lead Designer
Duration
Dec 2022 — July 2025
Team
Product manager, engineering team of 5
BUSINESS GOALs
#1 — Offer a self-serve panelist recruitment tool to save millions in services and reach smaller customers.
#2 — Build a trustworthy synthetic panelist experience for fast testing.
The Challenge
Design a system that organizes 6 distinct recruiting offerings that use the same underlying technology but are fundamentally different to our users, be the ingress to multiple products, and build a system to be flexible enough to add more offerings in later.
Panels ecosystem
One place for recruiting humans and synthetic personas
Simple to complex
This project began as a single flow. As it expanded in scope, I designed a split into different distinct products.
Browsing your options
This starting point helps users navigate the many third-party recruiting products at Qualtrics for expert users to quickly find what they’re looking for or for new users to explore for the first time.
Defining your panel population
This panel playground shows the immediate impact of demographic selections on panel cost and feasibility, the most important considerations for almost all our researchers. This page functions as a calculator and playground for users to define populations, tweak them, and understand how selections affect the overall project cost.
Reporting on panel progress
This dashboard displays panel progress and health so users can make informed choices about how to manage their panel, view data, or compare panel performances for the same study.
Communicating status across projects
Displaying panel progress and health so users can make informed choices about how to manage their panel, view data, or compare panel performances for the same study.
AI data markers to accompany every synthetic response
Synthetic panels are a source of AI generated data. AI generated data has never lived in the Qualtrics product ecosystem before. This new data source will appear in other Qualtrics tools that use, parse, analyze, and visualize data, such as the Data Table, Data Modeler, Dashboards, etc. Users need to know which data is AI generated, and Qualtrics tools need to be able to separate AI generated data from human data.
——There are many more features and processes to share. Contact me for more!