Case study

Alchemer Crosstab

ClientAlchemer
RoleUX Researcher, Designer
TeamSole Designer
Phases
ResearchWireframingVisual DesignPrototypingUsability TestingHandoff / Dev

The Concept

Complex data analysis doesn’t need to be a burden to build.

Alchemer’s Crosstab builder was such a poor user experience that our customers got buyers remorse. To build loyalty, we did extensive user research, and usability testing to make an intuitive, drag-and-drop experience to rival industry leaders.

Crosstab report crossing age and gender by the state respondents live in
Example cross tabulation
By tabulating the responses, researchers can see the relationship between variables and discover correlation using statistical tools.

The Problem

Our crosstab tool was powerful, but abysmally tedious to use.

Alchemer is a developer-founded company, and that legacy sometimes led to functional, but clunky tools. Take our crosstab tool — an important add-on feature for market researchers. It was so bad, one salesman told me, “We might as well not have one at all.”

I led the charge to redesign the builder experience, moving away from a dropdown-based, one-at-a-time process that took ages.

Existing crosstab builder

Adding a question relied on a system-native dropdown with no search and upwards of hundreds of questions, which would cover the whole screen and require the user to manually scroll to later pages. Questions were added one at a time. The more robust the survey, the worse this experience became.

app.alchemer.com
The old Add a Crosstab form — questions added one at a time from a select dropdown
No search…
…one question at a time
so…

Could a drag-and-drop builder make pro-grade analysis feel effortless — for novices and experts alike?

The Process

To refine the interface, I did extensive prototyping for a usability test.

Designing pro-grade tools for experts is a challenge I relish — these tools require higher information density and easily accessible controls while still maintaining a clear, scannable hierarchy. The subtlest visual indicators, tooltips, and zero states help guide the user without the need for intrusive onboarding flows. Designing accessible fallbacks to drag-and-drop allowed us to prioritize accessibility, even for those with motor impairment.

Rapid prototyping
Over the course of a week, I conducted 7 usability tests, refining the prototype per feedback to make it more intuitive.
Three early builder wireframesThree refined builder wireframes
Try the prototype
The Figma prototype from usability testing — drag questions into columns and rows and build a crosstab yourself. Full Prototype ↗

The Outcome

Adding a Column Nesting feature in an intuitive interface meant customers could do more, and 100x faster than before.

A high-fidelity prototype enabled me to discover many interface tweaks to make it intuitive, especially for less tech-savvy users.

Getting users to understand they could drag beneath existing columns to nest data proved challenging, but not impossible. A consistent active/accent color, edit state, and zero state helped users see what was possible.

No tutorial needed – just drag and drop!

Column nesting
A consistent accent color, edit state, and zero state show what’s possible — drag underneath to nest, or below to add a parallel column.
Columns and Rows panels with inline hints: drag underneath to nest additional questions, drag below to add columns in parallel
The top three descriptors users chose were:
HelpfulUsableValuable
Real customer quotes from usability testing

“This is going to be way more efficient for us, for sure.”

Julie, Lead Researcher at a global payment management company

“To do something we just did here would probably take an hour and a half outside of your site.”

Amy, Head of Customer Experience for a storage company

“[Participating in user testing] is super helpful and exciting and provides an opportunity for me to go back to my senior leadership and say ‘This is the tool we want to keep working with because ultimately, they’re growing in their product and its going to be helpful and provide more value.’”

Karlee, UX Researcher at a global media company

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Thanks for reading. That’s how I built a professional tool for exploring feedback data…

Phil RauAlchemer Crosstab — Alchemer, 2025
Alchemer Crosstab — Phil Rau