Qualtrics now provides researchers a fast and simple way to recruit participants for their studies. This product is live, customer feedback is positive, and we are now building it to scale to increasing demand.
My work touches every step of the product and user experience, which is now the foundation for multiple recruitment offerings. This project shows designing 0 to 1, creating systems that scale across multiple products, conducting user research, and now leading 1 to 2.
Role
Duration
Dec 2021 — Now
Team
Design, Eng, PM
Browsing
Shows the many third-party recruiting products at Qualtrics for expert users to quickly find what they’re looking for or new users to explore for the first time.
This page was the answer the questions—
When should users view all options?
When should users browse their templates?
When should users start a panel from scratch?
When should users use pre-built panels?
When should a user choose a qualitative versus a quantitative panel?
When should users learn what these terms mean?
—and once I figured out they should be on one page, the question became:
How do we do all of this in a way that isn’t overwhelming and can scale to future additions of panel offerings?
The challenge: Create a panels home page, aka Design a system that shows and explains the 6 panel recruiting options at Qualtrics that use the same underlying technology but are fundamentally different to our users and be flexible enough to include new offerings later.
A generous portion of my effort went to understanding the differences between these product offerings. What do those differences meant to our users (researchers, both novice and expert)? What information matters most when they make a choice? How much will it cost our engineers for users to make a choice earlier or later in the flow?
I conducted user interviews that included cart sorts and usability tests.
The page design itself was an exercise in flexibility and scale.
The information architecture needed to hold between a dozen to hundreds of panel options. The options themselves needed to be scannable while containing lots of detail. Ideally, this page could be flexible enough to integrate with future panel vendors and tools without a major rebuild.
Qualtrics Online Panels
Sole then Lead Designer