April 11, 2019
3 min

How to convince others of the importance of UX research

There’s not much a parent won’t do to ensure their child has the best chance of succeeding in life. Unsurprisingly, things are much the same in product development. Whether it’s a designer, manager, developer or copywriter, everyone wants to see the product reach its full potential.

Key to a product’s success (even though it’s still not widely practiced) is UX research. Without research focused on learning user pain points and behaviors, development basically happens in the dark. Feeding direct insights from customers and users into the development of a product means teams can flick the light on and make more informed design decisions.

While the benefits of user research are obvious to anyone working in the field, it can be a real challenge to convince others of just how important and useful it is. We thought we’d help.

Define user research

If you want to sell the importance of UX research within your organization, you’ve got to ensure stakeholders have a clear understanding of what user research is and what they stand to gain from backing it.

In general, there are a few key things worth focusing on when you’re trying to explain the benefits of research:

  • More informed design decisions: Companies make major design decisions far too often without considering users. User research provides the data needed to make informed decisions.
  • Less uncertainty and risk: Similarly, research reduces risk and uncertainty simply by giving companies more clarity around how a particular product or service is used.
  • Retention and conversion benefits: Research means you’ll be more aligned with the needs of your customers and prospective customers.

Use the language of the people you’re trying to convince. A capable UX research practice will almost always improve key business metrics, namely sales and retention.

The early stages

When embarking on a project, book in some time early in the process to answer questions, explain your research approach and what you hope to gain from it. Here are some of the key things to go over:

  • Your objectives: What are you trying to achieve? This is a good time to cover your research questions.
  • Your research methods: Which methods will you be using to carry out your research? Cover the advantages of these methods and the information you’re likely to get from using them.
  • Constraints: Do you see any major obstacles? Any issues with resources?
  • Provide examples: Nothing shows the value of doing research quite like a case study. If you can’t find an example of research within your own organization, see what you can find online.

Involve others in your research

When trying to convince someone of the validity of what you’re doing, it’s often best to just show them. There are a couple of effective ways you can do this – at a team or individual level and at an organizational level.

We’ll explain the best way to approach this below, but there’s another important reason to bring others into your research. UX research can’t exist in a vacuum – it thrives on integration and collaboration with other teams. Importantly, this also means working with other teams to define the problems they’re trying to solve and the scope of their projects. Once you’ve got an understanding of what they’re trying to achieve, you’ll be in a better position to help them through research.

Educate others on what research is

Education sessions (lunch-and-learns) are one of the best ways to get a particular team or group together and run through the what and why of user research. You can work with them to work out what they’d like to see from you, and how you can help each other.

Tailor what you’re saying to different teams, especially if you’re talking to people with vastly different skill sets. For example, developers and designers are likely to see entirely different value in research.

Collect user insights across the organization

Putting together a comprehensive internal repository focused specifically on user research is another excellent way to grow awareness. It can also help to quantify things that may otherwise fall by the wayside. For example, you can measure the magnitude of certain pain points or observe patterns in feature requests. Using a platform like Notion or Confluence (or even Google Drive if you don’t want a dedicated platform), log all of your study notes, insights and research information that you find useful.

Whenever someone wants to learn more about research within the organization, they’ll be able to find everything easily.

Bring stakeholders along to research sessions

Getting a stakeholder along to a research session (usability tests and user interviews are great starting points) will help to show them the value that face-to-face sessions with users can provide.

To really involve an observer in your UX research, assign them a specific role. Note taker, for example. With a short briefing on best-practices for note taking, they can get a feel for what’s like to do some of the work you do.

You may also want to consider bringing anyone who’s interested along to a research session, even if they’re just there to observe.

Share your findings – consistently

Research is about more than just testing a hypothesis, it’s important to actually take your research back to the people who can action the data.

By sharing your research findings with teams and stakeholders regularly, your organization will start to build up an understanding of the value that ongoing research can provide, meaning getting approval to pursue research in future becomes easier. This is a bit of a chicken and egg situation, but it’s a practice that all researchers need to get into – especially those embedded in large teams or organizations.

Anything else you think is worth mentioning? Let us know in the comments.

Read more

Share this article
Author
Optimal
Workshop

Related articles

View all blog articles
Learn more
1 min read

Efficient Research: Maximizing the ROI of Understanding Your Customers

Introduction

User research is invaluable, but in fast-paced environments, researchers often struggle with tight deadlines, limited resources, and the need to prove their impact. In our recent UX Insider webinar, Weidan Li, Senior UX Researcher at Seek, shared insights on Efficient Research—an approach that optimizes Speed, Quality, and Impact to maximize the return on investment (ROI) of understanding customers.

At the heart of this approach is the Efficient Research Framework, which balances these three critical factors:

  • Speed – Conducting research quickly without sacrificing key insights.
  • Quality – Ensuring rigor and reliability in findings.
  • Impact – Making sure research leads to meaningful business and product changes.

Within this framework, Weidan outlined nine tactics that help UX researchers work more effectively. Let’s dive in.

1. Time Allocation: Invest in What Matters Most

Not all research requires the same level of depth. Efficient researchers prioritize their time by categorizing projects based on urgency and impact:

  • High-stakes decisions (e.g., launching a new product) require deep research.
  • Routine optimizations (e.g., tweaking UI elements) can rely on quick testing methods.
  • Low-impact changes may not need research at all.

By allocating time wisely, researchers can avoid spending weeks on minor issues while ensuring critical decisions are well-informed.

2. Assistance of AI: Let Technology Handle the Heavy Lifting

AI is transforming UX research, enabling faster and more scalable insights. Weidan suggests using AI to:

  • Automate data analysis – AI can quickly analyze survey responses, transcripts, and usability test results.
  • Generate research summaries – Tools like ChatGPT can help synthesize findings into digestible insights.
  • Speed up recruitment – AI-powered platforms can help find and screen participants efficiently.

While AI can’t replace human judgment, it can free up researchers to focus on higher-value tasks like interpreting results and influencing strategy.

3. Collaboration: Make Research a Team Sport

Research has a greater impact when it’s embedded into the product development process. Weidan emphasizes:

  • Co-creating research plans with designers, PMs, and engineers to align on priorities.
  • Involving stakeholders in synthesis sessions so insights don’t sit in a report.
  • Encouraging non-researchers to run lightweight studies, such as A/B tests or quick usability checks.

When research is shared and collaborative, it leads to faster adoption of insights and stronger decision-making.

4. Prioritization: Focus on the Right Questions

With limited resources, researchers must choose their battles wisely. Weidan recommends using a prioritization framework to assess:

  • Business impact – Will this research influence a high-stakes decision?
  • User impact – Does it address a major pain point?
  • Feasibility – Can we conduct this research quickly and effectively?

By filtering out low-priority projects, researchers can avoid research for research’s sake and focus on what truly drives change.

5. Depth of Understanding: Go Beyond Surface-Level Insights

Speed is important, but efficient research isn’t about cutting corners. Weidan stresses that even quick studies should provide a deep understanding of users by:

  • Asking why, not just what – Observing behavior is useful, but uncovering motivations is key.
  • Using triangulation – Combining methods (e.g., usability tests + surveys) to validate findings.
  • Revisiting past research – Leveraging existing insights instead of starting from scratch.

Balancing speed with depth ensures research is not just fast, but meaningful.

6. Anticipation: Stay Ahead of Research Needs

Proactive researchers don’t wait for stakeholders to request studies—they anticipate needs and set up research ahead of time. This means:

  • Building a research roadmap that aligns with upcoming product decisions.
  • Running continuous discovery research so teams have a backlog of insights to pull from.
  • Creating self-serve research repositories where teams can find relevant past studies.

By anticipating research needs, UX teams can reduce last-minute requests and deliver insights exactly when they’re needed.

7. Justification of Methodology: Explain Why Your Approach Works

Stakeholders may question research methods, especially when they seem time-consuming or expensive. Weidan highlights the importance of educating teams on why specific methods are used:

  • Clearly explain why qualitative research is needed when stakeholders push for just numbers.
  • Show real-world examples of how past research has led to business success.
  • Provide a trade-off analysis (e.g., “This method is faster but provides less depth”) to help teams make informed choices.

A well-justified approach ensures research is respected and acted upon.

8. Individual Engagement: Tailor Research Communication to Your Audience

Not all stakeholders consume research the same way. Weidan recommends adapting insights to fit different audiences:

  • Executives – Focus on high-level impact and key takeaways.
  • Product teams – Provide actionable recommendations tied to specific features.
  • Designers & Engineers – Share usability findings with video clips or screenshots.

By delivering insights in the right format, researchers increase the likelihood of stakeholder buy-in and action.

9. Business Actions: Ensure Research Leads to Real Change

The ultimate goal of research is not just understanding users—but driving business decisions. To ensure research leads to action:

  • Follow up on implementation – Track whether teams apply the insights.
  • Tie findings to key metrics – Show how research affects conversion rates, retention, or engagement.
  • Advocate for iterative research – Encourage teams to re-test and refine based on new data.

Research is most valuable when it translates into real business outcomes.

Final Thoughts: Research That Moves the Needle

Efficient research is not just about doing more, faster—it’s about balancing speed, quality, and impact to maximize its influence. Weidan’s nine tactics help UX researchers work smarter by:


✔️  Prioritizing high-impact work
✔️  Leveraging AI and collaboration
✔️  Communicating research in a way that drives action

By adopting these strategies, UX teams can ensure their research is not just insightful, but transformational.

Watch the full webinar here

Learn more
1 min read

Making a difference: ideas from UX New Zealand 2022

Making a difference through UX was a shared passion among an impressive line-up of 7 researchers, strategists, and designers from the global UX community at this year’s 100% virtual 3-day UX New Zealand conference.

1. From bombs to bots: the evolving landscape of frontline research

These days Darya Pilram, Senior Researcher at Twitter, spends her days trying to understand the motivation and techniques of groups who ‘hire’ technology to spread harmful narratives.  The desert of Mogadishu and the urban conflicts of South Africa are just some of the unlikely places she’s leveraged the power of frontline research to create change.

"I realized the only way to influence change was by bringing folks along with me - and so I did.  I bought them right into the field with me."

2. Beautifully accessible: why embracing inclusive design shouldn’t hold back your creativity

Experience Designer Beth McPhail refuses to buy into the mindset that ‘accessibility is a creativity killer’. She challenges her peers to view accessibility as an opportunity to grow creatively while making technology more inclusive.

“Accessibility is making it possible for someone to attend the party…and lose themselves in the music.”

3. Innovating within the Justice sector | Part 2: For a fairer start - design’s role in shaping mana enhancing social & systemic change.

Kelsey Gee is back challenging designers across all levels to think differently about how design can be used across different mediums and constraints to generate meaningful experiences and meaningful change.  In this session, she explores design’s role in creating empowering experiences that break both cycles of crime and institutional racism. (If you missed Part 1 from Mini Con head over here)

"I truly believe that our superpower lies in our ability to redesign society, especially for our whanau and our most vulnerable communities…and once again explore design’s role in creating equal opportunities across safe, seamless, and healing public services."

4. First do no harm: make your designs more trauma-informed and survivor sensitive

In 1985, a researcher botched an interview question which led to a new understanding of trauma and its long-term effects. It grew awareness of the need to be trauma-informed in your work but what’s it actually mean?  UX Researcher Melissa Eggleston explores what it means to be trauma-informed and shares practical advice on how to achieve it.

"Trauma is everywhere and something for us to think about…regardless of whether we’re working with people we know are dealing with traumatic events…it’s really all over the place."

5. Changing the way we design high-risk products to make meaningful impact

One in five people experiences “mental illness or significant mental distress” in New Zealand.  It’s a problem the Government knows needs to be addressed but how? In her powerful presentation, Rachael Reeves reveals what’s involved in balancing the complexities of Government with the need to rethink the way we design health products.

"Be warned you can’t please everyone and it can be tough to keep product vision aligned when you’re talking about serious consequences for people."

6. Remote research with new internet users (yes you can!)

One billion new internet users (NIU) will come online for the first time over the next 5 years. These NIU's are using their first smartphones, with most of their online activities focused on communication, maintaining social connections, and entertainment. Tiane Lee, UX Research Lead at Google outlines the challenges and considerations behind adapting research for varying levels of digital literacy, including practical ideas for planning and conducting remote research with NIU.

"NIU’s are typically less digitally literate, they may show lower confidence in digital capability, and they may perceive lower value of the internet for things like chatting and entertainment.”

7. Conditions Design: weaving the invisible threads of service design, value orchestration, and culture building  

Michael Tam introduces us to the niche field of conditions design and cites a purpose built high diving board on Wellington city’s busy waterfront in New Zealand as a good example of conditions design.  Find out why in this fascinating talk.

"What really impressed me here…hats off to the council because they didn’t design an experience that would discourage people from doing it. It’s designed for people to have fun (vs Hong Kong where public spaces are designed for Tai Chi not fun like this). The design allows it to happen by influencing human behavior to stay safe but encouraging fun and exploration.”

For a taste of what even more speakers from UX New Zealand 2022 had to share, head over to our highlights reel

Learn more
1 min read

Understanding a museum’s digital audience

Ahead of her talk at UX New Zealand 2016, Lana Gibson from Lanalytics writes about a project she worked on with Te Papa.Te Papa (a museum in Wellington, New Zealand) created audience personas based on user research, and I used these as a basis to create audience segments in Google Analytics to give us further insight into different groups. By regularly engaging with our audience using both qualitative and quantitative user insight methods, we’re starting to build up a three-dimensional picture of their needs and how Te Papa can serve them.

Personas based on user research

At Te Papa the digital team created six audience personas to inform their site redesign, based on user research:

  • enthusiast
  • tourist
  • social
  • educator
  • volunteer
  • Wellingtonian

These formed a good basis for understanding why people are using the site. For example the educator persona wants fodder for lesson plans for her class — trustworthy, subject-based resources that will excite her students. The tourist persona wants practical information — what’s on, how to plan a visit. And they want to get this information quickly and get on with their visit.We’ll follow the tourist persona through a couple more rounds of user research, to give an example of what you can find out by segmenting your audience.

Interpreting tourist needs with data

Te Papa holds information for the Tourist audience in the Visit and What’s on sections of the site. I created a segment in Google Analytics which filters the reports to show how people who visit pages within these two sections interact with the whole site. For example the keywords they search for in Google before arriving on Te Papa, what they search for when on the site, and how many of them email us.Deeper digging revealed that the Tourist audience makes up about half of our overall audience. Because the content is useful to everyone wanting to visit the museum, and not just tourists, we broadened the scope of this persona and called the segment ‘Museum visitor’.

Why segment by site category — what if the audience goes beyond these pages?

Google Analytics segments allow you to see all the pages that a particular audience visits, not just the ones you’ve filtered. For example over 2,000 people who visited a page within the Visit and What’s on sections also visited the Kids and families section in July 2016. So, the audience segment allows us to expand our concept of our audiences.You can segment by a lot of different behaviors. For example you could segment visitors by keyword, isolating people who come to the site from Google after searching for ‘parking’ and ‘opening hours’ and seeing what they do afterwards. But segmenting by site category tests the information architecture of your site, which can be very useful if you’ve got it wrong!

Visit persona wants opening hours information

What did we learn from these personas? One example is that the most searched term on the site for the Visit persona was ‘opening hours’. To help fix this, the team put the opening hours on every page of the redesigned site:

Portion of the site showing the opening times for Te Papa

This resulted in a 90% drop in searches that include ‘hours’ (May 2016 compared with May 2015):

Analytics showing a drop in searches for opening hours

Developing personas with Matariki

After the re-design the team ran a project to increase the reach and engagement of the Te Papa Matariki audience. You can read more about this in "Using data to help people celebrate Matariki". Te Papa holds Matariki events in the museum, such as the Kaumātua kapa haka, and this event in particular enhanced and challenged our ideas about this audience.

Experiencing Kaumātua kapa haka performances online

The Kaumātua kapa haka is the biggest Matariki event held at Te Papa, and this year we had 4,000 unique page views to the two Kaumātua kapa haka event pages. Traffic spiked over the event weekend, particularly from Facebook and mobile devices. We assumed the traffic was from people who were planning to come to the event, as they sit in the What’s on section. But further analysis indicates that people were visiting for the live streaming of the event — we included embedded Youtube videos on these pages.The popularity of the videos suggests that we’re taking events held within the museum walls out to people on the move, or in the comfort of their own homes. Based on this insight we’re looking into live streaming more events.

We’ve taken Te Papa personas through three iterations, based on user research, analytics, then a practical application of these to the Matariki festival. Each user research method has limitations, but by regularly using qualitative and quantitative methods we’re engaging with a  three dimensional view of our audience that’s constantly evolving. Each user research piece builds that view, and allows us to plan projects and site changes with greater clarity about what our users need. It means we can plan projects that will have real and measurable impact, and allow people to engage with Te Papa in useful and meaningful ways.

Want to hear more? Come to UX New Zealand!

If you'd like to hear more about how Lana and Ruth redesigned the Te Papa website, plus a bunch of other cool UX-related talks, head along to UX New Zealand 2016 hosted by Optimal Workshop. The conference runs from 12-14 October, 2016, including a day of fantastic workshops, and you can get your tickets here. Got some questions you'd like to ask Lana before the conference? You can Tweet her on @lanalytics00!

Seeing is believing

Explore our tools and see how Optimal makes gathering insights simple, powerful, and impactful.