April 11, 2019
3 min

How to convince others of the importance of UX research

Header graphic for the article '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.

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Why Understanding Users Has Never Been Easier...or Harder

Product, design and research teams today are drowning in user data while starving for user understanding. Never before have teams had such access to user information, analytics dashboards, heatmaps, session recordings, survey responses, social media sentiment, support tickets, and endless behavioral data points. Yet despite this volume of data, teams consistently build features users don't want and miss needs hiding in plain sight.

It’s a true paradox for product, design and research teams: more information has made genuine understanding more elusive. 

Because with  all this data, teams feel informed. They can say with confidence: "Users spend 3.2 minutes on this page," "42% abandon at this step," "Power users click here." But what this data doesn't tell you is Why. 

The Difference between Data and Insight

Data tells you what happened. Understanding tells you why it matters.

Here’s a good example of this: Your analytics show that 60% of users abandon a new feature after first use. You know they're leaving. You can see where they click before they go. You have their demographic data and behavioral patterns.

But you don't know:

  • Were they confused or simply uninterested?
  • Did it solve their problem too slowly or not at all?
  • Would they return if one thing changed, or is the entire approach wrong?
  • Are they your target users or the wrong segment entirely?

One team sees "60% abandonment" and adds onboarding tooltips. Another talks to users and discovers the feature solves the wrong problem entirely. Same data, completely different understanding.

Modern tools make it dangerously easy to mistake observation for comprehension, but some aspects of user experience exist beyond measurement:

  • Emotional context, like the frustration of trying to complete a task while handling a crying baby, or the anxiety of making a financial decision without confidence.
  • The unspoken needs of users which can only be demonstrated through real interactions. Users develop workarounds without reporting bugs. They live with friction because they don't know better solutions exist.
  • Cultural nuances that numbers don't capture, like how language choice resonates differently across cultures, or how trust signals vary by context.
  • Data shows what users do within your current product. It doesn't reveal what they'd do if you solved their problems differently to help you identify new opportunities. 

Why Human Empathy is More Important than Ever 

The teams building truly user-centered products haven't abandoned data but they've learned to combine quantitative and qualitative insights. 

  • Combine analytics (what happens), user interviews (why it happens), and observation (context in which it happens).
  • Understanding builds over time. A single study provides a snapshot; continuous engagement reveals the movie.
  • Use data to form theories, research to validate them, and real-world live testing to confirm understanding.
  • Different team members see different aspects. Engineers notice system issues, designers spot usability gaps, PMs identify market fit, researchers uncover needs.

Adding AI into the mix also emphasizes the need for human validation. While AI can help significantly speed up workflows and can augment human expertise, it still requires oversight and review from real people. 

AI can spot trends humans miss, processing millions of data points instantly but it can't understand human emotion, cultural context, or unspoken needs. It can summarize what users say but humans must interpret what they mean.

Understanding users has never been easier from a data perspective. We have tools our predecessors could only dream of.  But understanding users has never been harder from an empathy perspective. The sheer volume of data available to us creates an illusion of knowledge that's more dangerous than ignorance.

The teams succeeding aren't choosing between data and empathy, they're investing equally in both. They use analytics to spot patterns and conversations to understand meaning. They measure behavior and observe context. They quantify outcomes and qualify experiences.

Because at the end of the day, you can track every click, measure every metric, and analyze every behavior, but until you understand why, you're just collecting data, not creating understanding.

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Making a difference: ideas from UX New Zealand 2022

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

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“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.

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"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.”

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"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.”

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Header graphic for the article 'Tips for recruiting quality research participants'
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Tips for recruiting quality research participants

If there’s one universal truth in user research, it’s that at some point you’re going to need to find people to actually take part in your studies. Be it a large number of participants for quantitative research or a select number for in-depth, in-person user interviews. Finding the right people (and number) of people can be a hurdle.

With the right strategy, you can source exactly the right participants for your next research project.

We share a practical step-by-step guide on how to find participants for user experience research.

The difficulties/challenges of user research recruiting 🏋️

It has to be acknowledged that there are challenges when recruiting research participants. You may recognize some of these:

  • There are so many channels and methods you can use to find participants, different channels will work better for different projects.
  • Repeatedly using the same channels and methods will result in diminishing returns (i.e. burning out participants).
  • It’s a lengthy and complex process, and some projects don’t have the luxury of time.
  • Offering the right incentives and distributing them is time-consuming.
  • It’s hard to manage participants during long-term or recurring studies, such as customer research projects.

We’ll simplify the process, talk about who the right participants are, and unpack some of the best ways to find them. Removing these blocks can be the easiest way to move forward.

Who are the right participants for different types of research? 🤔

1. The first step to a successful participant recruitment strategy is clarifying the goals of your user research and which methods you intend to use. Ask yourself:

  • What is the purpose of our research?
  • How do we plan to understand that?

2. Define who your ideal research participant is. Who is going to have the answers to your questions?

3. Work out your research recruitment strategy. That starts by understanding the differences between recruiting for qualitative and quantitative research.

Recruiting for qualitative vs. quantitative research 🙋🏻

Quantitative research recruiting is a numbers game. For your data analysis to be meaningful and statistically significant, you need a lot of data. This means you need to do a lot of research with a lot of people. When recruiting for quantitative research, you first have to define the population (the entire group you want to study). From there, you choose a sampling method that allows you to create a sample—a randomly selected subset of the population who will participate in your study.

Qualitative recruiting involves far fewer participants, but you do need to find a selection of ‘perfect’ participants. Those that fit neatly into your specific demographic, geographic, psychographic, and behavioral criteria relevant to your study. Recruiting quality participants for qualitative studies involves non-random sampling, screening, and plenty of communication.

How many participants do you need? 👱🏻👩👩🏻👧🏽👧🏾

How many participants to include in a qualitative research study is one of the most heavily discussed topics in user research circles. In most cases, you can get away with 5 people – that’s the short answer. With 5 people, you’ll uncover most of the main issues with the thing you’re testing. Depending on your research project there could be as many as 50 participants, but with each additional person, there is an additional cost (money and time).

Quantitative research is obviously quite different. With studies like card sorts and tree tests, you need higher participant numbers to get statistically meaningful results. Anywhere from 20 - 500 participants, again coming back to the purpose of your test and your research budget. These are usually easier and quicker to implement therefore the additional cost is lower.

User research recruitment - step by step 👟

Let’s get into your research recruitment strategy to find the best participants for your research project. There are 5 clear steps to get you through to the research stage:

1. Identify your ideal participants

Who are they? What do they do? How old are they? Do they already use your product? Where do they live? These are all great questions to get you thinking about who exactly you need to answer your research questions. The demographic and geographic detail of your participants are important to the quality of your research results.

2. Screen participants

Screening participants will weed out those that may not be suitable for your specific project. This can be as simple as asking if the participants have used a product similar to yours. Or coming back to your key identified demographic requirements and removing anyone that doesn’t fit these criteria.

3. Find prospective participants

This is important and can be time-consuming. For qualitative research projects, you can look within your organization or ask over social media for willing participants. Or if you’re short on time look at a participant recruitment service, which takes your requirements and has a catalog of available persons to call on. There’s a cost involved, but the time saving can negate this. For qualitative surveys, a great option can be a live intercept on your website or app that interrupts users and asks them to complete a short questionnaire.

4. Research incentives

In some cases you will need to provide incentives. This could be offering a prize or discount for those who complete online qualitative surveys. Or a fixed sum for those that take part in longer format quantitative studies.

5. Scheduling with participants

Once you have waded through the emails, options, and communication from your inquiries make a list of appropriate participants. Schedule time to do the research, either in person or remotely. Be clear about expectations and how long it will take. And what the incentive to take part is.

Tips to avoid participant burnout 📛

You’ve got your participants sorted and have a great pool of people to call on. If you keep hitting the same group of people time and time again, you will experience the law of diminishing returns. Constantly returning to the same pool of participants will eventually lead to fatigue. And this will impact the quality of your research because it’s based on interviewing the same people with the same views.

There are 2 ways to avoid this problem:

  1. Use a huge database of potential participant targets.
  2. Use a mixture of different recruitment strategies and channels.

Of course, it might be unavoidable to hit the same audience repeatedly when you’re testing your product development among your customer base.

Wrap up 🌯

Understanding your UX research recruitment strategy is crucial to recruiting quality participants. A clear idea of your purpose, who your ideal participants are, and how to find them takes time and experience. 

And to make life easier you can always leave your participant recruitment with us. With a huge catalog of quality participants all at your fingertips on our app, we can recruit the right people quickly.

Check out more here.

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