Case studies / Case study

Advising with AI: Reducing Friction in Academic Advising

Students don’t want AI to replace their advisors. They want it to help them show up ready.

My role

Project Lead & UX Researcher

  • Ran weekly stakeholder meetings with IT Advising and internal team syncs
  • Managed the timeline and deliverables across 12 weeks
  • Conducted needfinding interviews and usability testing sessions
Timeline
12 weeks, February–April 2026
Team
4 people
Partner
UC Berkeley IT Advising
Target users
UC Berkeley undergraduates
Methods
  • Needfinding interviews (n = 6)
  • Survey (n = 27)
  • Usability testing (n = 3)
Deliverables
  • Working prototype
  • Cleaned research data across iterations
  • Written report
View the prototype

The problem

Advising Is Hard to Navigate

  • Goal: Explore how AI could reduce cognitive overload for undergraduates navigating academic advising.
  • Constraint: IT Advising scoped the project around implementing AI in advising, so our question wasn’t whether to use AI, but where it could actually reduce friction and where students would welcome it.
  • Recruiting challenge: Our early participants were almost all fellow graduate students. To reach the students we were actually designing for, we got creative and cold-emailed undergraduate UX research clubs.

The Original Experience

In CalCentral, the advising card sat in a corner of the page as a list of names and email addresses, with no guidance on who to contact or why.

The original CalCentral “My Academics” page. Academic profile, semesters, class enrollment, and the exam schedule fill the page, while the Advising card (outlined) sits at the bottom of the right column as a list of advisor titles, with names and emails blurred.

Listening

What Students Told Us

Research Approach

  1. Weeks 1–3

    Needfinding Interviews

    One-on-one interviews (n = 6 participants)

    Explore pain points in depth

  2. Weeks 4–9

    Survey

    Survey (n = 27)

    Validate patterns at scale

  3. Weeks 10–12

    Usability Testing

    Usability testing (n = 3 participants, 1 round)

    Test the prototype and iterate

We originally planned focus groups after the interviews, but student scheduling conflicts made them impossible, so we pivoted to a survey.

Needfinding: What Interviews Revealed

  1. Advising is difficult to access and navigate. Appointments are usually full and hard to get.
  2. The system is fragmented across platforms. Students use multiple websites to reach advising and get redirected from one email to the next.
  3. The experience is inconsistent. One student had a great, quick interaction, but still rated the overall system just 5–6 out of 10. Quality depends on who you happen to reach.

Survey: Testing the Themes at Scale

  • 27 responses (19 undergraduates, 8 graduate students), collected March 9 to April 15
  • Of the undergraduates, 84% were third- or fourth-years; only 1 respondent was a second-year (our original target)

Where students go first for advising help: Department website (10), Google (5), friends (5), emailing a known advisor (4), Career Center (1), CalCentral (1).

Only 1 of 27 started at CalCentral, the official system.

“[I want] a clear one stop shop, everything is spread out or confusing.” (Survey participant)

When we asked what was hardest about advising, two-thirds of respondents selected “Finding who to contact.” More than half also struggled with scheduling and with knowing what to ask.

  • Finding who to contact 67%
  • Scheduling 56%
  • Not knowing what to ask 52%

The turning point

Where Should AI Fit? The AI Spectrum

Students drew clear boundaries: they want AI for logistics, not life decisions.

  • AI can handle

    Logistics and lookups

    Degree requirements 89% agree

    Prerequisite info 81% agree

    Course planning 78% agree

  • AI assists

    Human decides

    Advisor routing Only 48% agree

    Academic path ideas Trust 5.5/10

    Career path ideas Trust 5.2/10

  • Keep it human

    High-stakes decisions

    Financial decisions 85% say no AI

    Signing forms 81% say no AI

    Major decisions 78% say no AI

81% preferred AI support combined with human advising over either alone.

The tension: Finding the right person was the #1 pain point, yet only 48% trusted AI to route them to an advisor.

What we built

The Redesign: What’s New

The redesigned CalCentral “My Academics” page, with numbered markers on five features: 1, an advising card across the top with “Prep with AI” and “Book Advising” buttons; 2, an Advising Assistant panel with suggested questions, labeled “Preparation tool, not a decision-maker”; 3, a My Advising Team card showing the primary advisor with Book Meeting and Email buttons; 4, a Degree Progress card showing 68% of major requirements complete; 5, an “Internships matched to you” list with match percentages.

Each change traces from what we heard → what we built → what testing showed. The numbers on the screenshot match the list below.

  1. Elevated advising card

    • Heard: Advising was hard to find and navigate.
    • Built: Moved advising to the top of the page with a clear next step.
    • Tested: One participant found her advisor within 2 seconds.
  2. AI as a preparation tool

    • Heard: 52% didn’t know what to ask.
    • Built: An assistant that checks if students are on track, answers quick questions, and generates questions for advisor meetings, clearly labeled “a preparation tool, not a decision-maker.”
    • Tested: The label built trust; students felt more confident knowing a human advisor remained in charge.
  3. Quick human advisor handoff

    • Heard: Students kept getting redirected between emails.
    • Built: Primary advisor shown with one-click booking, plus who to see for careers, study abroad, and financial aid.
    • Tested: All participants found and booked their advisor quickly, with visible relief.
  4. Degree progress at a glance

    • Heard: 89% wanted help checking degree requirements.
    • Built: Requirement progress visible immediately on the page.
  5. Career opportunities

    • Heard: Students wanted internship support but distrusted AI career path suggestions (5.2/10 trust).
    • Built: Matched internships surfaced as resources, with decisions left to the student.

Usability Testing

Across three sessions, the core flow held up: booking worked immediately and the AI disclaimer built trust.

Remaining Gap

Multiple participants said the AI assistant would be most useful inside the Course Enrollment Center, where students are actively picking classes and where friction is highest and most actionable.

Looking back

What’s Next & What I Learned

What’s Next

  • Embed in course enrollment: Only 1 of 27 students started at CalCentral, and 78% wanted help with course planning, so meet students inside the workflow they already use.
  • Google Calendar integration: Scheduling was a pain point for 56%; connect booking to tools students already rely on.
  • Career support, carefully: AI surfaces career resources and opportunities; decisions stay with students and advisors.
  • Longitudinal study: Follow a cohort from first to fourth year to see how advising needs change over time.

Reflection: What I Learned

  1. Plan to pivot. Scheduling conflicts killed our focus groups, so we pivoted to a survey, which let us test interview findings across 27 respondents.
  2. Students drew a hard line. We expected tech-savvy students to want AI everywhere. Instead, 78–85% rejected AI for major, financial, and form decisions, and wanted humans for reassurance.
  3. Recruit for reality, not the ideal. We targeted second-years but got just one. Widening to upperclassmen (84% of undergrads) showed us students with years of advising experience.

We started with three pain points: students didn’t know who to contact, struggled to schedule, and didn’t know what to ask. Now their advisor is one click away, and AI helps them walk in prepared.

Students don’t want AI to replace their advisors. They want it to help them show up ready.