MIXED METHODS

Driving Digital Adoption by Optimizing Complex Financial Workflows

Driving Digital Adoption by Optimizing Complex Financial Workflows

Driving Digital Adoption by Optimizing Complex Financial Workflows

COMPANY

Charles Schwab

Charles Schwab

Charles Schwab

ROLE

UX Researcher

UX Researcher

UX Researcher

TIMELINE

3 months

3 months

3 months

YEAR

2024

2024

2024

Overview

Evolution of analytics software from on-prem to cloud amid AI market disruption. 

Background

Alteryx, a data analytics company, was transitioning from legacy on-premise software programs to a unified cloud-based platform.

Users & Context

Mix of data analysts, data engineers and non-analysts. Legacy product had loyal following, especially among non-analysts, for its visual approach.

Problem

Problem

Problem

Alteryx lacked a unified point of view on product health, leading to duplicated work and random prioritization. This was most acute in the data ingestion experience, a requisite task that lacked standardized performance targets.

Research Questions

What challenges, if any, do users encounter when initiating data ingestion?


What are users' perceptions of the desirability and usability of data ingestion?


How do these compare across usability standards and across Alteryx's product portfolio?

Goal

Establish a standardized, repeatable framework to measure and communicate the UX health of Alteryx products, specifically by evaluating the critical task of data ingestion.

Approach

Approach

Approach

To establish a standardized measure of UX health across the product portfolio, research was designed to capture both user perception and actual performance.

To establish a standardized measure of UX health across the product portfolio, research was designed to capture both user perception and actual performance.

Intercept Surveys

Collected feedback from 40 active Alteryx Cloud users via on-platform intercepts. This allowed us to measure real-time perceptions of usability and product-market fit from users naturally engaged with the platform.

Unmoderated Usability Testing

Ran sessions with 20 participants, including a mix of current customers and external data professionals recruited through a third party. They were tasked with completing high-priority onboarding workflows to identify specific functional friction.

Key Insights

Key Insights

Key Insights

While users reported a high product market fit, usability testing revealed critical gaps in the essential task of bringing data into the platform.

Critical Usability Gap

Site architecture and content strategy issues prevented 65% of participants from completing the data ingestion task. Importantly, many did not even realize they had not been successful.


48% System Usability Score (SUS), identifying a disconnect where users valued the tool's power but struggled with task navigation.

Validated PMF

Achieved a 59% Product Market Fit score, significantly exceeding the 40% industry benchmark and confirming high demand for cloud data capabilities.

Impact

Impact

Impact

Company-wide, executive-level shareouts and UXR Slack channel posts amplified the impact of the insights.

Company-wide, executive-level shareouts and UXR Slack channel posts amplified the impact of the insights.

Roadmap Prioritization

Shifted the Q1/Q2 roadmap toward addressing foundational UX debt and onboarding friction. By providing the evidence required for an architectural transformation—specifically merging the "Data" and "Connections" pages—this work removed a primary structural barrier for users initiating workflows.

Organizational Literacy

Established a shared vocabulary across 10+ product teams for what "Good" looks like.

© 2026 Rachel Bolton. All Rights Reserved.
© 2026 Rachel Bolton. All Rights Reserved.
© 2026 Rachel Bolton. All Rights Reserved.