April 11, 2019
3 min

How to convince others of the importance of UX research

Optimal Workshop

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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Publishing date
April 11, 2019
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UX research is a team effort

What’s better than a UX team doing awesome research? A whole organization backing investment in UX research. What’s that look like in practice?  Collaboration and support from stakeholders across the organization throughout the research process from set up, doing studies, sharing insights, and digesting, understanding, and actioning recommendations based on the amazing insights you generate.

UX research should be something that is known, understood, and expected across your organization. Rather than keeping all the insight goodies to yourselves, why not democratize user research by making it accessible and shareable to all stakeholders to drive understanding of its value wherever they sit in the organization?

We go into this in more detail in our ebook UX Research for Teams. By including the stakeholders throughout the process, the role of research becomes a lot more visible throughout the organization. Having the best online tools to make the whole process simple and straightforward is a great place to start.

1. Who owns the research?

Recognition that the user research undertaken in your organization benefits the whole organization is essential for setting up key resources. By ensuring that everyone is operating from the same set of tools, the insights and results are easier to manage, find and file. It also means if someone leaves,  they don’t leave with all the insights and knowledge.

2. Everyone’s a researcher

Everyone within the organization should have the opportunity to be involved with UX research and should be encouraged to have a base understanding of the process (and even try out the tools) or, at the very least, have some understanding of the results and insights. If everyone has access to the tools, they can use these no matter where they sit in the organization. 

3. Don’t get distracted by shiny things

Maintaining a single source of research, with a well-organized filing system means you can always look at what has gone before. It is a great place to start. The best UX researchers often revisit past studies to see where to go from here. Creating consistency through the process and output means comparing insights are simpler.

4. Research is better with friends

What’s better than one mind? It’s two or more. Working alongside a team opens new perspectives, thinking, problem-solving, and approaches. New ways to see a problem and how to interpret insights and results. By socializing your results with the key stakeholders, you bring them on the journey, explaining how and why UX research is important to the project and the wider team. Firming up the opportunity for future research.

5. Qualitative research insights that are simple to find

Qualitative research tools are designed to assist you with testing types, including user interviews, contextual inquiries, and usability tests. Working as a team with tags, sorting, and recording can be made simple and streamlined. 

One of the best decisions you can make as a researcher is to bring the organization along for the ride. Setting up consistent tools across the team (and beyond) will help streamline research, making it simpler for all to be involved at each step of the process. Embedding UX research into each part of the organization. 

Take a look at our ebook UX Research for Teams, where we go into more detail.

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UX research methods for each product phase

What is UX research? 🤔

User experience (UX) research, or user research as it’s commonly referred to, is an important part of the product design process. Primarily, UX research involves using different research methods to gather information about how your users interact with your product. It is an essential part of developing, building and launching a product that truly meets the requirements of your users. 

UX research is essential at all stages of a products' life cycle:

  1. Planning
  2. Building
  3. Introduction
  4. Growth & Maturity

While there is no one single time to conduct UX research it is best-practice to continuously gather information throughout the lifetime of your product. The good news is many of the UX research methods do not fit just one phase either, and can (and should) be used repeatedly. After all, there are always new pieces of functionality to test and new insights to discover. We introduce you to best-practice UX research methods for each lifecycle phase of your product.

1. Product planning phase 🗓️

While the planning phase it is about creating a product that fits your organization, your organization’s needs and meeting a gap in the market it’s also about meeting the needs, desires and requirements of your users. Through UX research you’ll learn which features are necessary to be aligned with your users. And of course, user research lets you test your UX design before you build, saving you time and money.

Qualitative Research Methods

Usability Testing - Observational

One of the best ways to learn about your users and how they interact with your product is to observe them in their own environment. Watch how they accomplish tasks, the order they do things, what frustrates them, and what makes the task easier and/or more enjoyable for your subject. The data can be collated to inform the usability of your product, improving intuitive design, and what resonates with users.

Competitive Analysis

Reviewing products already in the market can be a great start to the planning process. Why are your competitors’ products successful and how well do they behave for users. Learn from their successes, and even better build on where they may not be performing the best and find your niche in the market.

Quantitative Research Methods

Surveys and Questionnaires

Surveys are useful for collecting feedback or understanding attitudes. You can use the learnings from your survey of a subset of users to draw conclusions about a larger population of users.

There are two types of survey questions:

Closed questions are designed to capture quantitative information. Instead of asking users to write out answers, these questions often use multi-choice answers.

Open questions are designed to capture qualitative information such as motivations and context.  Typically, these questions require users to write out an answer in a text field.

2. Product building phase 🧱

Once you've completed your product planning research, you’re ready to begin the build phase for your product. User research studies undertaken during the build phase enable you to validate the UX team’s deliverables before investing in the technical development.

Qualitative Research Methods

Focus groups

Generally involve 5-10 participants and include demographically similar individuals. The study is set up so that members of the group can interact with one another and can be carried out in person or remotely.


Besides learning about the participants’ impressions and perceptions of your product, focus group findings also include what users believe to be a product’s most important features, problems they might encounter while using the product, as well as their experiences with other products, both good and bad.

Quantitative Research Methods

Card sorting gives insight into how users think. Tools like card sorting reveal where your users expect to find certain information or complete specific tasks. This is especially useful for products with complex or multiple navigations and contributes to the creation of an intuitive information architecture and user experience.

Tree testing gives insight into where users expect to find things and where they’re getting lost within your product. Tools like tree testing help you test your information architecture.
Card sorting and tree testing are often used together. Depending on the purpose of your research and where you are at with your product, they can provide a fully rounded view of your information architecture.

3. Product introduction phase 📦

You’ve launched your product, wahoo! And you’re ready for your first real life, real time users. Now it’s time to optimize your product experience. To do this, you’ll need to understand how your new users actually use your product.

Qualitative Research Methods

Usability testing involves testing a product with users. Typically it involves observing users as they try to follow and complete a series of tasks. As a result you can evaluate if the design is intuitive and if there are any usability problems.

User Interviews - A user interview is designed to get a deeper understanding of a particular topic. Unlike a usability test, where you’re more likely to be focused on how people use your product, a user interview is a guided conversation aimed at better understanding your users. This means you’ll be capturing details like their background, pain points, goals and motivations.

Quantitative Research Methods

A/B Testing is a way to compare two versions of a design in order to work out which is more effective. It’s typically used to test two versions of the same webpage, for example, using a different headline, image or call to action to see which one converts more effectively. This method offers a way to validate smaller design choices where you might not have the data to make an informed decision, like the color of a button or the layout of a particular image.

Flick-click testing shows you where people click first when trying to complete a task on a website. In most cases, first-click testing is performed on a very simple wireframe of a website, but it can also be carried out on a live website using a tool like first-time clicking.

4. Growth and maturity phase 🪴

If you’ve reached the growth stage, fantastic news! You’ve built a great product that’s been embraced by your users. Next on your to-do list is growing your product by increasing your user base and then eventually reaching maturity and making a profit on your hard work.

Growing your product involves building new or advanced features to satisfy specific customer segments. As you plan and build these enhancements, go through the same research and testing process you used to create the first release. The same holds true for enhancements as well as a new product build — user research ensures you’re building the right thing in the best way for your customers.

Qualitative research methods

User interviews will focus on how your product is working or if it’s missing any features, enriching your knowledge about your product and users.

It allows you to test your current features, discover new possibilities for additional features and think about discarding  existing ones. If your customers aren’t using certain features, it might be time to stop supporting them to reduce costs and help you grow your profits during the maturity stage.

Quantitative research methods

Surveys and questionnaires can help gather information around which features will work best for your product, enhancing and improving the user experience. 

A/B testing during growth and maturity occurs within your sales and onboarding processes. Making sure you have a smooth onboarding process increases your conversion rate and reduces wasted spend — improving your bottom line.

Wrap up 🌮

UX research testing throughout the lifecycle of your product helps you continuously evolve and develop a product that responds to what really matters - your users.

Talking to, testing, and knowing your users will allow you to push your product in ways that make sense with the data to back up decisions. Go forth and create the product that meets your organizations needs by delivering the very best user experience for your users.

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Event Recap: Measuring the Value of UX Research at UXDX

Last week Optimal Workshop was delighted to sponsor UXDX USA 2024 in New York. The User Experience event brings together Product, Design, UX, CX, and Engineering professionals and our team had an amazing time meeting with customers, industry experts, and colleagues throughout the conference. This year, we also had the privilege of sharing some of our industry expertise by running an interactive forum on “Measuring the Value of UX Research” - a topic very close to our hearts.

Our forum, hosted by Optimal Workshop CEO Alex Burke and Product Lead Ella Fielding, was focused on exploring the value of User Experience Research (UXR) from both an industry-wide perspective and within the diverse ecosystem of individual companies and teams conducting this type of research today.

The session brought together a global mix of UX professionals for a rich discussion on measuring and demonstrating the effectiveness of and the challenges facing organizations who are trying to tie UXR to tangible business value today.

The main topics for the discuss were: 

  • Metrics that Matter: How do you measure UXR's impact on sales, customer satisfaction, and design influence?
  • Challenges & Strategies: What are the roadblocks to measuring UXR impact, and how can we overcome them?
  • Beyond ROI:  UXR's value beyond just financial metrics

Some of the key takeaways from our discussions during the session were: 

  1. The current state of UX maturity and value
    • Many UX teams don’t measure the impact of UXR on core business metrics and there were more attendees who are not measuring the impact of their work than those that are measuring it. 
    • Alex & Ella discussed with the attendees the current state of UX research maturity and the ability to prove value across different organizations represented in the room. Most organizations were still early in their UX research maturity with only 5% considering themselves advanced in having research culturally embedded.
  1. Defining and proving the value of UX research
    • The industry doesn’t have clear alignment or understanding of what good measurement looks like. Many teams don’t know how to accurately measure UXR impact or don’t have the tools or platforms to measure it, which serve as core roadblocks for measuring UXRs’ impact. 
    • Alex and Ella discussed challenges in defining and proving the value of UX research, with common values being getting closer to customers, innovating faster, de-risking product decisions, and saving time and money. However, the value of research is hard to quantify compared to other product metrics like lines of code or features shipped.
  1. Measuring and advocating for UX research
    • When teams are measuring UXR today there is a strong bias for customer feedback, but little ability or understanding about how to measure impact on business metrics like revenue. 
    • The most commonly used metrics for measuring UXR are quantitative and qualitative feedback from customers as opposed to internal metrics like stakeholder involvement or tieing UXR to business performance metrics (including financial performance). 
    • Attendees felt that in organizations where research is more embedded, researchers spend significant time advocating for research and proving its value to stakeholders rather than just conducting studies. This included tactics like research repositories and pointing to past study impacts as well as ongoing battles to shape decision making processes. 
    • One of our attendees highlighted that engaging stakeholders in the process of defining key research metrics prior to running research was a key for them in proving value internally. 
  1. Relating user research to financial impact
    • Alex and Ella asked the audience if anyone had examples of demonstrating financial impact of research to justify investment in the team and we got some excellent examples from the audience proving that there are tangible ways to tie research outcomes to core business metrics including:
    • Calculating time savings for employees from internal tools as a financial impact metric. 
    • Measuring a reduction in calls to service desks as a way to quantify financial savings from research.
  1. Most attendees recognise the value in embedding UXR more deeply in all levels of their organization - but feel like they’re not succeeding at this today. 
    • Most attendees feel that UXR is not fully embedded in their orgnaization or culture, but that if it was - they would be more successful in proving its overall value.
    • Stakeholder buy-in and engagement with UXR, particularly from senior leadership varied enormously across organizations, and wasn’t regularly measured as an indicator of UXR value 
    • In organizations where research was more successfully embedded, researchers had to spend significant time and effort building relationships with internal stakeholders before and after running studies. This took time and effort away from actual research, but ended up making the research more valuable to the business in the long run. 

With the large range of UX maturity and the democratization of research across teams, we know there’s a lot of opportunity for our customers to improve their ability to tie their user research to tangible business outcomes and embed UX more deeply in all levels of their organizations. To help fill this gap, Optimal Workshop is currently running a large research project on Measuring the Value of UX which will be released in a few weeks.

Keep up to date with the latest news and events by following us on LinkedIn.

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