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.

‍

Read more

‍

Share this article
Author
Optimal
Workshop

Related articles

View all blog articles
Header graphic for the article 'Why Understanding Users Has Never Been Easier...or Harder'
Learn more
1 min read

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.

‍

Header graphic for the article 'The Power of Prototype Testing Live Training'
Learn more
1 min read

The Power of Prototype Testing Live Training

If you missed our recent live training on Prototype Testing, don’t worry—we’ve got everything you need right here! You can catch up at your convenience, so grab a cup of tea, put your feet up, and enjoy the show.
‍

In the session, we explored the powerful new features of our Prototype Testing tool, offering a step-by-step guide to setting up, running, and analyzing your tests like a seasoned pro. This tool is a game-changer for your design workflow, helping you identify usability issues and gather real user feedback before committing significant resources to development.


Here’s a quick recap of the highlights:

‍

1. Creating a prototype test from scratch using images

‍

We walked through how to create a prototype test from scratch using static images. This method is perfect for early-stage design concepts, where you want to quickly test user flows without a fully interactive prototype.

‍

2. Preparing your Figma prototype for testing

‍

Figma users, we’ve got you covered! We discussed how to prepare your Figma prototype for the smoothest possible testing experience. From setting up interactions to ensuring proper navigation, these tips ensure participants have an intuitive experience during the test. For more detailed instructions, check out our help article 

‍

3. Seamless Figma prototype imports

‍

One of the standout features of the tool is its seamless integration with Figma. We showed how easy it is to import your designs directly from Figma into Optimal, streamlining the setup process. You can bring your working files straight in, and resync when you need to with one click of a button.

‍

4. Understanding usability metrics and analyzing results

‍

We explored how to analyze the usability metrics, and walked through what the results can indicate on click maps and paths. These visual tools allow you to see exactly how participants navigate your design, making it easier to spot pain points, dead ends, or areas of friction. By understanding user behavior, you can rapidly iterate and refine your prototypes for optimal user experience.

‍

Header graphic for the article '5 key areas for effective ResearchOPs'
Learn more
1 min read

5 key areas for effective ResearchOPs

Simply put, ResearchOps is about making sure your research operations are robust, thought through and managed. 

‍

Having systems and processes around your UX research and your team keep everyone (and everything) organized. Making user research projects quicker to get started and more streamlined to run. And robust sharing, socializing, and knowledge storage means that everyone can understand the research insights and findings and put these to use - across the organization. And even better, find these when they need them. 

‍

Using the same tools across the team allows the research team to learn from each other, and previous research projects and be able to compare apples with apples, with everyone included. Bringing the team together across tools, research and results.

‍

We go into more detail in our ebook ResearchOps Checklist about exactly what you can do to make sure your research team is running at its best. Let’s take a quick look at 5 way to ensure you have the grounding for a successful ResearchOps team.

‍

1. Knowledge management 📚

‍

What do you do with all of the insights and findings of a user research project? How do you store them, how do you manage the insights, and how do you share and socialize?

‍

Having processes in place that manage this knowledge is important to the longevity of your research. From filing to sharing across platforms, it all needs to be standardized so everyone can search, find and share.

‍

2. Guidelines and process templates 📝

‍

Providing a framework for how to run research projects is are important. Building on the knowledge base from previous research can improve research efficiencies and cut down on groundwork and administration. Making research projects quicker and more streamlined to get underway.

‍

3. Governance 🏛

‍

User research is all about people, real people. It is incredibly important that any research be legal, safe, and ethical. Having effective governance covered is vital.

‍

4. Tool stack 🛠

‍

Every research team needs a ‘toolbox’ that they can use whenever they need to run card sorts, tree tests, usability tests, user interviews, and more. But which software and tools to use?

‍

Making sure that the team is using the same tools also helps with future research projects, learning from previous projects, and ensuring that the information is owned and run by the organization (rather than whichever individuals prefer). Reduce logins and password shares, and improve security with organization-wide tools and platforms. 

‍

5. Recruitment 👱🏻👩👩🏻👧🏽👧🏾

‍

Key to great UX research is the ability to recruit quality participants - fast! Having strong processes in place for screening, scheduling, sampling, incentivizing, and managing participants needs to be top of the list when organizing the team.

‍

Wrap Up 💥

‍

Each of these ResearchOps processes are not independent of the other. And neither do they flow from one to the other. They are part of a total wrap around for the research team, creating processes, systems and tools that are built to serve the team. Allowing them to focus on the job of doing great research and generating insights and findings that develop the very best user experience. 

‍

Afterall, we are creating user experiences that keep our users engaged and coming back. Why not look at the teams user experience and make the most of that. Freeing time and space to socialize and share the findings with the organization. 

Seeing is believing

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