April 24, 2019
6 min

6 things to consider when setting up a research practice

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With UX research so closely tied to product success, setting up a dedicated research practice is fast becoming important for many organizations. It’s not an easy process, especially for organizations that have had little to do with research, but the end goal is worth the effort.

But where exactly are you supposed to start? This article provides 6 key things to keep in mind when setting up a research practice, and should hopefully ensure you’ve considered all of the relevant factors.

1) Work out what your organization needs

The first and most simple step is to take stock of the current user research situation within the organization. How much research is currently being done? Which teams or individuals are talking to customers on an ongoing basis? Consider if there are any major pain points with the current way research is being carried out or bottlenecks in getting research insights to the people that need them. If research isn't being practiced, identify teams or individuals that don't currently have access to the resources they need, and consider ways to make insights available to the people that need them.

2) Consolidate your insights

UX research should be communicating with nearly every part of an organization, from design teams to customer support, engineering departments and C-level management. The insights that stem from user research are valuable everywhere. Of course, the opposite is also true: insights from support and sales are useful for understanding customers and how the current product is meeting people's needs.

When setting up a research practice, identify which teams you should align with, and then reach out. Sit down with these teams and explore how you can help each other. For your part, you’ll probably need to explain the what and why of user research within the context of your organization, and possibly even explain at a basic level some of the techniques you use and the data you can obtain.

Then, get in touch with other teams with the goal of learning from them. A good research practice needs a strong connection to other parts of the business with the express purpose of learning. For example, by working with your organization’s customer support team, you’ll have a direct line to some of the issues that customers deal with on a regular basis. A good working relationship here means they’ll likely feed these insights back to you, in order to help you frame your research projects.

By working with your sales team, they’ll be able to share issues prospective customers are dealing with. You can follow up on this information with research, the results of which can be fed into the development of your organization’s products.

It can also be fruitful to develop an insights repository, where researchers can store any useful insights and log research activities. This means that sales, customer support and other interested parties can access the results of your research whenever they need to.

When your research practice is tightly integrated other key areas of the business, the organization is likely to see innumerable benefits from the insights>product loop.

3) Figure out which tools you will use

By now you’ve hopefully got an idea of how your research practice will fit into the wider organization – now it’s time to look at the ways in which you’ll do your research. We’re talking, of course, about research methods and testing tools.

We won’t get into every different type of method here (there are plenty of other articles and guides for that), but we will touch on the importance of qualitative and quantitative methods. If you haven’t come across these terms before, here’s a quick breakdown:

  • Qualitative research – Focused on exploration. It’s about discovering things we cannot measure with numbers, and often involves speaking with users through observation or user interviews.
  • Quantitative research – Focused on measurement. It’s all about gathering data and then turning this data into usable statistics.

All user research methods are designed to deliver either qualitative or quantitative data, and as part of your research practice, you should ensure that you always try to gather both types. By using this approach, you’re able to generate a clearer overall picture of whatever it is you’re researching.

Next comes the software. A solid stack of user research testing tools will help you to put research methods into practice, whether for the purposes of card sorting, carrying out more effective user interviews or running a tree test.

There are myriad tools available now, and it can be difficult to separate the useful software from the chaff. Here’s a list of research and productivity tools that we recommend.

Tools for research

Here’s a collection of research tools that can help you gather qualitative and quantitative data, using a number of methods.

  • Treejack – Tree testing can show you where people get lost on your website, and help you take the guesswork out of information architecture decisions. Like OptimalSort, Treejack makes it easy to sort through information and pairs this with in-depth analysis features.
  • dScout – Imagine being able to get video snippets of your users as they answer questions about your product. That’s dScout. It’s a video research platform that collects in-context “moments” from a network of global participants, who answer your questions either by video or through photos.
  • Ethnio – Like dScout, this is another tool designed to capture information directly from your users. It works by showing an intercept pop-up to people who land on your website. Then, once they agree, it runs through some form of research.
  • OptimalSort – Card sorting allows you to get perspective on whatever it is you’re sorting and understand how people organize information. OptimalSort makes it easier and faster to sort through information, and you can access powerful analysis features.
  • Reframer – Taking notes during user interviews and usability tests can be quite time-consuming, especially when it comes to analyze the data. Reframer gives individuals and teams a single tool to store all of their notes, along with a set of powerful analysis features to make sense of their data.
  • Chalkmark – First-click testing can show you what people click on first in a user interface when they’re asked to complete a task. This is useful, as when people get their first click correct, they’re much more likely to complete their task. Chalkmark makes the process of setting up and running a first-click test easy. What’s more, you’re given comprehensive analysis tools, including a click heatmap.

Tools for productivity

These tools aren’t necessarily designed for user research, but can provide vital links in the process.

  • Whimsical – A fantastic tool for user journeys, flow charts and any other sort of diagram. It also solves one of the biggest problems with online whiteboards – finicky object placement.
  • Descript – Easily transcribe your interview and usability test audio recordings into text.
  • Google Slides – When it inevitably comes time to present your research findings to stakeholders, use Google Slides to create readable, clear presentations.

4) Figure out how you’ll track findings over time

With some idea of the research methods and testing tools you’ll be using to collect data, now it’s time to think about how you’ll manage all of this information. A carefully ordered spreadsheet and folder system can work – but only to an extent. Dedicated software is a much better choice, especially given that you can scale these systems much more easily.

A dedicated home for your research data serves a few distinct purposes. There’s the obvious benefit of being able to access all of your findings whenever you need them, which means it’s much easier to create personas if the need arises. A dedicated home also means your findings will remain accessible and useful well into the future.

When it comes to software, Reframer stands as one of the better options for creating a detailed customer insights repository as you’re able to capture your sessions directly in the tool and then apply tags afterwards. You can then easily review all of your observations and findings using the filtering options. Oh, and there’s obviously the analysis side of the tool as well.

If you’re looking for a way to store high-level findings – perhaps if you’re intending to share this data with other parts of your organization – then a tool like Confluence or Notion is a good option. These tools are basically wikis, and include capable search and navigation options too.

5) Where will you get participants from?

A pool of participants you can draw from for your user research is another important part of setting up a research practice. Whenever you need to run a study, you’ll have real people you can call on to test, ask questions and get feedback from.

This is where you’ll need to partner other teams, likely sales and customer support. They’ll have direct access to your customers, so make sure to build a strong relationship with these teams. If you haven’t made introductions, it can helpful to put together a one-page sheet of information explaining what UX research is and the benefits of working with your team.

You may also want to consider getting in some external help. Participant recruitment services are a great way to offload the heavy lifting of sourcing quality participants – often one of the hardest parts of the research process.

6) Work out how you'll communicate your research

Perhaps one of the most important parts of being a user researcher is taking the findings you uncover and communicating them back to the wider organization. By feeding insights back to product, sales and customer support teams, you’ll form an effective link between your organization’s customers and your organization. The benefits here are obvious. Product teams can build products that actually address customer pain points, and sales and support teams will better understand the needs and expectations of customers.

Of course, it isn’t easy to communicate findings. Here are a few tips:

  • Document your research activities: With a clear record of your research, you’ll find it easier to pull out relevant findings and communicate these to the right teams.
  • Decide who needs what: You’ll probably find that certain roles (like managers) will be best served by a high-level overview of your research activities (think a one-page summary), while engineers, developers and designers will want more detailed research findings.

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The Evolution of UX Research: Digital Twins and the Future of User Insight

Introduction

User Experience (UX) research has always been about people. How they think, how they behave, what they need, and—just as importantly—what they don’t yet realise they need. Traditional UX methodologies have long relied on direct human input: interviews, usability testing, surveys, and behavioral observation. The assumption was clear—if you want to understand people, you have to engage with real humans.

But in 2025, that assumption is being challenged.

The emergence of digital twins and synthetic users—AI-powered simulations of human behavior—is changing how researchers approach user insights. These technologies claim to solve persistent UX research problems: slow participant recruitment, small sample sizes, high costs, and research timelines that struggle to keep pace with product development. The promise is enticing: instantly accessible, infinitely scalable users who can test, interact, and generate feedback without the logistical headaches of working with real participants.

Yet, as with any new technology, there are trade-offs. While digital twins may unlock efficiencies, they also raise important questions: Can they truly replicate human complexity? Where do they fit within existing research practices? What risks do they introduce?

This article explores the evolving role of digital twins in UX research—where they excel, where they fall short, and what their rise means for the future of human-centered design.

The Traditional UX Research Model: Why Change?

For decades, UX research has been grounded in methodologies that involve direct human participation. The core methods—usability testing, user interviews, ethnographic research, and behavioral analytics—have been refined to account for the unpredictability of human nature.

This approach works well, but it has challenges:

  1. Participant recruitment is time-consuming. Finding the right users—especially niche audiences—can be a logistical hurdle, often requiring specialised panels, incentives, and scheduling gymnastics.
  2. Research is expensive. Incentives, moderation, analysis, and recruitment all add to the cost. A single usability study can run into tens of thousands of dollars.
  3. Small sample sizes create risk. Budget and timeline constraints often mean testing with small groups, leaving room for blind spots and bias.
  4. Long feedback loops slow decision-making. By the time research is completed, product teams may have already moved on, limiting its impact.

In short: traditional UX research provides depth and authenticity, but it’s not always fast or scalable.

Digital twins and synthetic users aim to change that.

What Are Digital Twins and Synthetic Users?

While the terms digital twins and synthetic users are sometimes used interchangeably, they are distinct concepts.

Digital Twins: Simulating Real-World Behavior

A digital twin is a data-driven virtual representation of a real-world entity. Originally developed for industrial applications, digital twins replicate machines, environments, and human behavior in a digital space. They can be updated in real time using live data, allowing organisations to analyse scenarios, predict outcomes, and optimise performance.

In UX research, human digital twins attempt to replicate real users' behavioral patterns, decision-making processes, and interactions. They draw on existing datasets to mirror real-world users dynamically, adapting based on real-time inputs.

Synthetic Users: AI-Generated Research Participants

While a digital twin is a mirror of a real entity, a synthetic user is a fabricated research participant—a simulation that mimics human decision-making, behaviors, and responses. These AI-generated personas can be used in research scenarios to interact with products, answer questions, and simulate user journeys.

Unlike traditional user personas (which are static profiles based on aggregated research), synthetic users are interactive and capable of generating dynamic feedback. They aren’t modeled after a specific real-world person, but rather a combination of user behaviors drawn from large datasets.

Think of it this way:

  • A digital twin is a highly detailed, data-driven clone of a specific person, customer segment, or process.
  • A synthetic user is a fictional but realistic simulation of a potential user, generated based on behavioral patterns and demographic characteristics.

Both approaches are still evolving, but their potential applications in UX research are already taking shape.

Where Digital Twins and Synthetic Users Fit into UX Research

The appeal of AI-generated users is undeniable. They can:

  • Scale instantly – Test designs with thousands of simulated users, rather than just a handful of real participants.
  • Eliminate recruitment bottlenecks – No need to chase down participants or schedule interviews.
  • Reduce costs – No incentives, no travel, no last-minute no-shows.
  • Enable rapid iteration – Get user insights in real time and adjust designs on the fly.
  • Generate insights on sensitive topics – Synthetic users can explore scenarios that real participants might find too personal or intrusive.

These capabilities make digital twins particularly useful for:

  • Early-stage concept validation – Rapidly test ideas before committing to development.
  • Edge case identification – Run simulations to explore rare but critical user scenarios.
  • Pre-testing before live usability sessions – Identify glaring issues before investing in human research.

However, digital twins and synthetic users are not a replacement for human research. Their effectiveness is limited in areas where emotional, cultural, and contextual factors play a major role.

The Risks and Limitations of AI-Driven UX Research

For all their promise, digital twins and synthetic users introduce new challenges.

  1. They lack genuine emotional responses.
    AI can analyse sentiment, but it doesn’t feel frustration, delight, or confusion the way a human does. UX is often about unexpected moments—the frustrations, workarounds, and “aha” realisations that define real-world use.
  2. Bias is a real problem.
    AI models are trained on existing datasets, meaning they inherit and amplify biases in those datasets. If synthetic users are based on an incomplete or non-diverse dataset, the research insights they generate will be skewed.
  3. They struggle with novelty.
    Humans are unpredictable. They find unexpected uses for products, misunderstand instructions, and behave irrationally. AI models, no matter how advanced, can only predict behavior based on past patterns—not the unexpected ways real users might engage with a product.
  4. They require careful validation.
    How do we know that insights from digital twins align with real-world user behavior? Without rigorous validation against human data, there’s a risk of over-reliance on synthetic feedback that doesn’t reflect reality.

A Hybrid Future: AI + Human UX Research

Rather than viewing digital twins as a replacement for human research, the best UX teams will integrate them as a complementary tool.

Where AI Can Lead:

  • Large-scale pattern identification
  • Early-stage usability evaluations
  • Speeding up research cycles
  • Automating repetitive testing

Where Humans Remain Essential:

  • Understanding emotion, frustration, and delight
  • Detecting unexpected behaviors
  • Validating insights with real-world context
  • Ethical considerations and cultural nuance

The future of UX research is not about choosing between AI and human research—it’s about blending the strengths of both.

Final Thoughts: Proceeding With Caution and Curiosity

Digital twins and synthetic users are exciting, but they are not a magic bullet. They cannot fully replace human users, and relying on them exclusively could lead to false confidence in flawed insights.

Instead, UX researchers should view these technologies as powerful, but imperfect tools—best used in combination with traditional research methods.

As with any new technology, thoughtful implementation is key. The real opportunity lies in designing research methodologies that harness the speed and scale of AI without losing the depth, nuance, and humanity that make UX research truly valuable.

The challenge ahead isn’t about choosing between human or synthetic research. It’s about finding the right balance—one that keeps user experience truly human-centered, even in an AI-driven world.

This article was researched with the help of Perplexity.ai. 

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Usability Testing Guide: What It Is, How to Run It, and When to Use Each Method

Knowing and understanding why and how your users use your product can be invaluable for getting to the nitty gritty of usability. Where they get stuck and where they fly through. Delving deep with probing questions into motivation or skimming over looking for issues can equally be informative.

Usability testing can be done in several ways, each way has its benefits. Put super simply, usability testing literally is testing how useable your product is for your users. If your product isn't useable users will not stick around or very often complete their task, let alone come back for more.

What is usability testing?

Usability testing is a research method used to evaluate how easy something is to use by testing it with representative users.

These tests typically involve observing a participant as they work through a series of tasks involving the product being tested. Having conducted several usability tests, you can analyze your observations to identify the most common issues.

We go into the three main methods of usability testing:

  1. Moderated and unmoderated
  2. Remote or in person
  3. Explorative, assessment or comparative

1. Moderated or unmoderated usability testing

Moderated usability testing


Moderated usability testing
is done in-person or remotely by a researcher who introduces the test to participants, answers their queries, and asks follow-up questions. Often these tests are done in real time with participants and can involve other research stakeholders. Moderated testing usually produces more in-depth results thanks to the direct interaction between researchers and test participants. However, this can be expensive to organize and run.

Top tip: Use moderated testing to investigate the reasoning behind user behavior.

Unmoderated usability testing


Unmoderated usability testing
is done without direct supervision; likely participants are in their own homes and/or using their own devices to browse the website that is being tested. And often at their own pace.  The cost of unmoderated testing is lower, though participant answers can remain superficial and making follow-up questions can be difficult.

Top tip: Use unmoderated testing to test a very specific question or observe and measure behavior patterns.

2. Research or in-person usability testing

Remote usability testing


Remote usability testing is done over the internet or by phone. Allowing the participants to have the time and space to work in their own environment and at their own pace. This however doesn’t give the researcher much in the way of contextual data because you’re unable to ask questions around intention or probe deeper if the participant makes a particular decision. Remote testing doesn’t go as deep into a participant’s reasoning, but it allows you to test large numbers of people in different geographical areas using fewer resources.

Top tip: Use remote testing when a large group of participants are needed and the questions asked can be direct and unambiguous.

In-person usability testing


In-person usability testing, as the name suggests, is done in the presence of a researcher. In-person testing does provide contextual data as researchers can observe and analyze body language and facial expressions. You’re also often able to converse with participants and find out more about why they do something. However, in-person testing can be expensive and time-consuming: you have to find a suitable space, block out a specific date, and recruit (and often pay) participants.

Top tip: In-person testing gives researchers more time and insight into motivation for decisions.

3. Explorative, Assessment or comparative testing

These three usability testing methods generate different types of information:

Explorative testing


Explorative testing is open-ended. Participants are asked to brainstorm, give opinions, and express emotional impressions about ideas and concepts. The information is typically collected in the early stages of product development and helps researchers pinpoint gaps in the market, identify potential new features, and workshop new ideas.

Assessment research


Assessment research is used to test a user's satisfaction with a product and how well they are able to use it. It's used to evaluate general functionality.

Comparative research


Comparative research methods involve asking users to choose which of two solutions they prefer, and they may be used to compare a product with its competitors.

Top tip: Depending on what research is being done, and how much qualitative or quantitative data is wanted.

Which method is right for you?

Whether the testing is done in-person, remote, moderated or unmoderated will depend on your purpose, what you want out of the testing, and to some extent your budget. 

Depending on what you are testing, each of the usability testing methods we explored here can offer an answer. If you are at the development stage of a product it can be useful to conduct a usability test on the entire product. Checking the intuitive usability of your website, to ensure users can make the best decisions, quickly. Or adding, changing or upgrading a product can also be the moment to check on a specific question around usability. Planning and understanding your objectives are key to selecting the right usability testing option for your project.

Let's take a look at a couple of examples of usability testing.

1. Lab based, in-person moderated testing - mid-life website

Imagine you have a website that sells sports equipment. Over time your site has become cluttered and disorganized, much like a bricks and mortar store may. You’ve noticed a drop in sales in certain areas. How do you find out what is going wrong or where users are getting lost? Having an in-person, lab (or other controlled environment), moderated usability test with users you can set tasks, watch (and record) what they do.

The researcher can literally be standing or sitting next to the participant throughout, recording contextual information such as how they interacted with the mouse, laptop or even the seat. Watching for cues as to the comfort of the participant and asking questions about why they make decisions can provide richer insights. Maybe they wanted purple yoga pants, but couldn’t find the ‘yoga’ section which was listed under gym rather than a clothing section.

Meaning you can look at how your stock is organised, or even investigate undertaking a card sort. This provides robust and fully rounded feedback on users behaviours, expectations and experiences. Providing data that can directly be turned into actionable directives when redeveloping the website. 

2. Remote, moderated assessment testing - app product development

You are looking at launching an app for parents to access for information and updates for the school. It’s still in development stage and at this point you want to know how easy the app is to use. Setting some very specific set tasks for participants to complete the app can be sent to them and they can be left to complete (or not). Providing feedback and comments around the usability.

The next step may be to use first click testing to see how and where the interface is clicked and where participants may be spending time, or becoming lost. Whilst the feedback and data gathered from this testing can be light, it will be very direct to the questions asked. And will provide data to back up (or possibly not) what assumptions were made.

3. Moderated, In-person, explorative testing - new product development

You’re right at the start of the development process. The idea is new and fresh and the basics are being considered. What better way to get an understanding of what your users’ truly want than an explorative study.

Open-ended questions with participants in a one-on-one environment (or possibly in groups) can provide rich data and insights for the development team. Imagine you have an exciting new promotional app that you are developing for a client. There are similar apps on the market but none as exciting as what your team has dreamt up. By putting it (and possibly the competitors) to participants they can give direct feedback on what they like, love and loathe.

They can also help brainstorm ideas or better ways to make the app work, or improve the interface. All of this done, before there is money sunk in development.

Usability testing summary: When to use each method (and why)

Key objectives will dictate which usability testing method will deliver the answers to your questions.

Whether it’s in-person, remote, moderated or comparative with a bit of planning you can gather data around your users very real experience of your product. Identify issues, successes and failures. Addressing your user experience with real data, and knowledge can but lead to a more intuitive product.

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5 ways to increase user research in your organization

Co-authored by Brandon Dorn, UX designer at Viget.As user experience designers, making sure that websites and tools are usable is a critical component of our work, and conducting user research enables us to assess whether we’re achieving that goal or not. Even if we want to incorporate research, however, certain constraints may stand in our way.

A few years ago, we realized that we were facing this issue at Viget, a digital design agency, and we decided to make an effort to prioritize user research. Almost two years ago, we shared initial thoughts on our progress in this blog post. We’ve continued to learn and grow as researchers since then and hope that what we’ve learned along the way can help your clients and coworkers understand the value of research and become better practitioners. Below are some of those lessons.

Make research a priority for your organization

Before you can do more research, it needs to be prioritized across your entire organization — not just within your design team. To that end, you should:

  • Know what you’re trying to achieve. By defining specific goals, you can share a clear message with the broader organization about what you’re after, how you can achieve those goals, and how you will measure success. At Viget, we shared our research goals with everyone at the company. In addition, we talked to the business development and project management teams in more depth about specific ways that they could help us achieve our goals, since they have the greatest impact on our ability to do more research.
  • Track your progress. Once you’ve made research a priority, make sure to review your goals on an ongoing basis to ensure that you’re making progress and share your findings with the organization. Six months after the research group at Viget started working on our goals, we held a retrospective to figure out what was working — and what wasn’t.
  • Adjust your approach as needed. You won’t achieve your goals overnight. As you put different tactics into action, adjust your approach if something isn’t helping you achieve your goals. Be willing to experiment and don’t feel bad if a specific tactic isn’t successful.

Educate your colleagues and clients

If you want people within your organization to get excited about doing more research, they need to understand what research means. To educate your colleagues and clients, you should:

  • Explain the fundamentals of research. If someone has not conducted research before, they may not be familiar or feel comfortable with the vernacular. Provide an overview of the fundamental terminology to establish a basic level of understanding. In a blog post, Speaking the Same Language About Research, we outline how we established a common vocabulary at Viget.
  • Help others understand the landscape of research methods. As designers, we feel comfortable talking about different methodologies and forget that that information will be new to many people. Look for opportunities to increase understanding by sharing your knowledge. At Viget, we make this happen in several ways. Internally, we give presentations to the company, organize group viewing sessions for webinars about user research, and lead focused workshops to help people put new skills into practice. Externally, we talk about our services and share knowledge through our blog posts. We are even hosting a webinar about conducting user interviews in November and we'd love for you to join us.
  • Incorporate others into the research process. Don't just tell people what research is and why it's important — show them. Look for opportunities to bring more people into the research process. Invite people to observe sessions so they can experience research firsthand or have them take on the role of the notetaker. Another simple way to make people feel involved is to share findings on an ongoing basis rather than providing a report at the end of the process.

Broaden your perspective while refining your skill set

Our commitment to testing assumptions led us to challenge ourselves to do research on every project. While we're dogmatic about this goal, we're decidedly un-dogmatic about the form our research takes from one project to another. To pursue this goal, we seek to:

  • Expand our understanding. To instill a culture of research at Viget, we've found it necessary to question our assumptions about what research looks like. Books like Erika Hall’s Just Enough Research teach us the range of possible approaches for getting useful user input at any stage of a project, and at any scale. Reflect on any methodological biases that have become well-worn paths in your approach to research. Maybe your organization is meticulous about metrics and quantitative data, and could benefit from a series of qualitative studies. Maybe you have plenty of anecdotal and qualitative evidence about your product that could be better grounded in objective analysis. Aim to establish a balanced perspective on your product through a diverse set of research lenses, filling in gaps as you learn about new approaches.
  • Adjust our approach to project constraints. We've found that the only way to consistently incorporate research in our work is to adjust our approach to the context and constraints of any given project. Client expectations, project type, business goals, timelines, budget, and access to participants all influence the type, frequency, and output of our research. Iterative prototype testing of an email editor, for example, looks very different than post-launch qualitative studies for an editorial website. While some projects are research-intensive, short studies can also be worthwhile.
  • Reflect on successes and shortcomings. We have a longstanding practice of holding post-project team retrospectives to reflect on and document lessons for future work. Research has naturally come up in these conversations, and many of the things we've discussed you're reading right now. As an agency with a diverse set of clients, it's been important for us to understand what types of research work for what types of clients, and when. Make sure to take time to ask these questions after projects. Mid-project retrospectives can be beneficial, especially on long engagements, yet it's hard to see the forest when you're in the weeds.

Streamline qualitative research processes 🚄

Learning to be more efficient at planning, conducting, and analyzing research has helped us overturn the idea that some projects merit research while others don't. Remote moderated usability tests are one of our preferred methods, yet, in our experience, the biggest obstacle to incorporating these tests isn't the actual moderating or analyzing, but the overhead of acquiring and scheduling participants. While some agencies contract out the work of recruiting, we've found it less expensive and more reliable to collaborate with our clients to find the right people for our tests. That said, here are some recommendations for holding efficient qualitative tests:

  • Know your tools ahead of time. We use a number of tools to plan, schedule, annotate, and analyze qualitative tests (we're inveterate spreadsheet users). Learn your tools beforehand, especially if you're trying something new. Tools should fade into the background during tests, which Reframer does nicely.
  • Establish a recruiting process. When working with clients to find participants, we'll often provide an email template tailored to the project for them to send to existing or potential users of their product. This introductory email will contain a screener that asks a few project-related demographic or usage questions, and provides us with participant email addresses which we use to follow-up with a link to a scheduling tool. Once this process is established, the project manager will ensure that the UX designer on the team has a regular flow of participants. The recruiting process doesn't take care of itself – participants cancel, or reschedule, or sometimes don't respond at all – yet establishing an approach ahead of time allows you, the researcher, to focus on the research in the midst of the project.
  • Start recruiting early. Don't wait until you've finished writing a testing script to begin recruiting participants. Once you determine the aim and focal points of your study, recruit accordingly. Scripts can be revised and approved in the meantime.

Be proactive about making research happen 🤸

As a generalist design agency, we work with clients whose industries and products vary significantly. While some clients come to us with clear research priorities in mind, others treat it as an afterthought. Rare, however, is the client who is actively opposed to researching their product. More often than not, budget and timelines are the limiting factors. So we try not to make research an ordeal, but instead treat it as part of our normal process even if a client hasn't explicitly asked for it. Common-sense perspectives like Jakob Nielsen’s classic “Discount Usability for the Web” remind us that some research is always better than none, and that some can still be meaningfully pursued. We aren’t pushy about research, of course, but instead try to find a way to make it happen when it isn't a definite priority.

World Usability Day is coming up on November 9, so now is a great time to stop and reflect on how you approach research and to brainstorm ways to improve your process. The tips above reflect some of the lessons we’ve learned at Viget as we’ve tried to improve our own process. We’d love to hear about approaches you’ve used as well.

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