Qualtrics | Reporting & Analytics
Unlocking Insights for First-Time Dashboard Builders
Timeline
June – Sept 2025
Role
UX Design Intern
Tools
Figma, Subframe, Lovable
Team
RAP UX Team, Product Managers, Software Engineers
This 12-week internship with the Reporting & Analytics Platform (RAP) team focused on improving the customer experience (CX) dashboard experience for first-time users. The goal was to simplify the widget-selection process, minimizing trial and error, and ensuring users felt confident they were choosing the most effective widget for the metrics that mattered to them.
I integrated AI tools such as Subframe, Lovable, and Figma Make into my design and research workflow, which allowed me to rapidly ideate and iterate on concepts. Through concept testing, I uncovered insights that validated bold design directions and refined solutions into experiences that felt intuitive, engaging, and impactful for new customers.
Qualtrics | Reporting & Analytics
Unlocking Insights for First-Time Dashboard Builders
Timeline
June – Sept 2025
Role
UX Design Intern
Tools
Figma, Subframe, Lovable
Team
RAP UX Team, Product Managers, Software Engineers
This 12-week internship with the Reporting & Analytics Platform (RAP) team focused on improving the customer experience (CX) dashboard experience for first-time users. The goal was to simplify the widget-selection process, minimizing trial and error, and ensuring users felt confident they were choosing the most effective widget for the metrics that mattered to them.
I integrated AI tools such as Subframe, Lovable, and Figma Make into my design and research workflow, which allowed me to rapidly ideate and iterate on concepts. Through concept testing, I uncovered insights that validated bold design directions and refined solutions into experiences that felt intuitive, engaging, and impactful for new customers.
Qualtrics | Reporting & Analytics
Unlocking Insights for First-Time Dashboard Builders
Timeline
June – Sept 2025
Role
UX Design Intern
Tools
Figma, Subframe, Lovable
Team
RAP UX Team, Product Managers, Software Engineers
This 12-week internship with the Reporting & Analytics Platform (RAP) team focused on improving the customer experience (CX) dashboard experience for first-time users. The goal was to simplify the widget-selection process, minimizing trial and error, and ensuring users felt confident they were choosing the most effective widget for the metrics that mattered to them.
I integrated AI tools such as Subframe, Lovable, and Figma Make into my design and research workflow, which allowed me to rapidly ideate and iterate on concepts. Through concept testing, I uncovered insights that validated bold design directions and refined solutions into experiences that felt intuitive, engaging, and impactful for new customers.
The Problem
The Problem
The Problem
Dashboard Creation Broke Down Immediately After Setup
Dashboard Creation Broke Down Immediately After Setup
Through auditing the experience, synthesizing past research, and mapping insights into a user journey, three reasons for this emerged.
Blank starts with no direction
Users landed on empty dashboards with little guidance on what to do next or how to begin.
Blank starts with no direction
Users landed on empty dashboards with little guidance on what to do next or how to begin.
Blank starts with no direction
Users landed on empty dashboards with little guidance on what to do next or how to begin.
Trial-and-error widget selection
Without context, users relied on guesswork when choosing widgets, often needing multiple attempts to find something that worked.
Trial-and-error widget selection
Without context, users relied on guesswork when choosing widgets, often needing multiple attempts to find something that worked.
Trial-and-error widget selection
Without context, users relied on guesswork when choosing widgets, often needing multiple attempts to find something that worked.
Overwhelming data configuration
The flexibility of the system exposed too many options at once, increasing the likelihood of misconfigured or empty visualizations.
Overwhelming data configuration
The flexibility of the system exposed too many options at once, increasing the likelihood of misconfigured or empty visualizations.
Overwhelming data configuration
The flexibility of the system exposed too many options at once, increasing the likelihood of misconfigured or empty visualizations.
Therefore I asked,
Therefore I asked,
How might we streamline the process of selecting the right widget for users to reduce trial and error?
How might we streamline the process of selecting the right widget for users to reduce trial and error?
How might we help users feel confident that they are choosing the most effective widget for mapping their key metrics?
How might we help users feel confident that they are choosing the most effective widget for mapping their key metrics?
Ideation
Learning from Competitors
I analyzed patterns across multiple dashboard and data-visualization tools to understand how other products guide users through dashboard creation.
Ideation
Learning from Competitors
I analyzed patterns across multiple dashboard and data-visualization tools to understand how other products guide users through dashboard creation.
Ideation
Learning from Competitors
I analyzed patterns across multiple dashboard and data-visualization tools to understand how other products guide users through dashboard creation.
Defining Direction
Drawing on competitive insights and past research, I explored a broad solution space, ideating dozens of concepts to define potential directions for a clearer, more guided dashboard experience.
Defining Direction
Drawing on competitive insights and past research, I explored a broad solution space, ideating dozens of concepts to define potential directions for a clearer, more guided dashboard experience.
Defining Direction
Drawing on competitive insights and past research, I explored a broad solution space, ideating dozens of concepts to define potential directions for a clearer, more guided dashboard experience.
Feature Prioritization & Prototypes
Simple & North Star Features
Through design critiques, I prioritized 20 solutions that addressed the most critical pain points identified in prior research. These ideas were grouped into three distinct user flows, which came together as three prototype concepts for further exploration and testing.
Feature Prioritization & Prototypes
Simple & North Star Features
Through design critiques, I prioritized 20 solutions that addressed the most critical pain points identified in prior research. These ideas were grouped into three distinct user flows, which came together as three prototype concepts for further exploration and testing.
Feature Prioritization & Prototypes
Simple & North Star Features
Through design critiques, I prioritized 20 solutions that addressed the most critical pain points identified in prior research. These ideas were grouped into three distinct user flows, which came together as three prototype concepts for further exploration and testing.
Research & Iteration
Concept Testing
I concept tested the three prototypes with 9 novice participants to understand user attitudes, perceptions, and trust toward new dashboard creation concepts, helping identify and refine the strongest solutions for further development.
Research & Iteration
Concept Testing
I concept tested the three prototypes with 9 novice participants to understand user attitudes, perceptions, and trust toward new dashboard creation concepts, helping identify and refine the strongest solutions for further development.
Research & Iteration
Concept Testing
I concept tested the three prototypes with 9 novice participants to understand user attitudes, perceptions, and trust toward new dashboard creation concepts, helping identify and refine the strongest solutions for further development.
Impact & Outcomes
Impact & Outcomes
Impact & Outcomes
Shaping the Future of Dashboard Creation
Shaping the Future of Dashboard Creation
My work resulted in three short-term UX recommendations and one north-star concept that helped guide future dashboard direction.
Short-Term
The short-term recommendations were grounded in research and shared with the team to inform ongoing design work. One set of findings was used directly by another designer, while the remaining recommendations prompted collaboration between design, product, and engineering to assess feasibility and effort.
Short-Term
The short-term recommendations were grounded in research and shared with the team to inform ongoing design work. One set of findings was used directly by another designer, while the remaining recommendations prompted collaboration between design, product, and engineering to assess feasibility and effort.
Short-Term
The short-term recommendations were grounded in research and shared with the team to inform ongoing design work. One set of findings was used directly by another designer, while the remaining recommendations prompted collaboration between design, product, and engineering to assess feasibility and effort.
North Star
The north-star concept extended beyond near-term improvements. A product manager proposed creating an engineering proof of concept to explore its potential and support future investment discussions, helping move the idea from exploration toward validation.
North Star
The north-star concept extended beyond near-term improvements. A product manager proposed creating an engineering proof of concept to explore its potential and support future investment discussions, helping move the idea from exploration toward validation.
North Star
The north-star concept extended beyond near-term improvements. A product manager proposed creating an engineering proof of concept to explore its potential and support future investment discussions, helping move the idea from exploration toward validation.
Reflection
What I Learned
Reflection
What I Learned
Reflection
What I Learned
Documentation is Key
Documenting all design changes is necessary for effective communication with other Designers, PM, and Engineering and see my progress over the course of the internship.
Documentation is Key
Documenting all design changes is necessary for effective communication with other Designers, PM, and Engineering and see my progress over the course of the internship.
Documentation is Key
Documenting all design changes is necessary for effective communication with other Designers, PM, and Engineering and see my progress over the course of the internship.
Always Ask Questions
There really are no stupid questions. I was there to learn, and learn I did.
Always Ask Questions
There really are no stupid questions. I was there to learn, and learn I did.
Always Ask Questions
There really are no stupid questions. I was there to learn, and learn I did.
Prioritization Matters
When deadlines got tight, focusing on high-impact work allowed me to deliver results efficiently.
Prioritization Matters
When deadlines got tight, focusing on high-impact work allowed me to deliver results efficiently.
Prioritization Matters
When deadlines got tight, focusing on high-impact work allowed me to deliver results efficiently.
🔒 NDA
A Note on Confidentiality
This project is under NDA. To respect confidentiality, certain details have been generalized and visuals have been redacted. Contact me for more details.
🔒 NDA
A Note on Confidentiality
This project is under NDA. To respect confidentiality, certain details have been generalized and visuals have been redacted. Contact me for more details.
🔒 NDA
A Note on Confidentiality
This project is under NDA. To respect confidentiality, certain details have been generalized and visuals have been redacted. Contact me for more details.
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