How to convince others of the importance of UX research

Return on investment (ROI) is often the term on everyone’s lips when starting a big project or even when reviewing a website. It’s especially popular with those that hold the purse strings.  As UX researchers it is important to consider the ROI of the work we do and understand how to measure this. 

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We’ve lined up 5 key ways to measure ROI for UX research to help you get the conversation underway with stakeholders so you can show real and tangible benefits to your organization. 

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1. Meet and exceed user expectations

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Put simply, a product that meets and exceeds user expectations leads to increased revenue. When potential buyers are able to find and purchase what they’re looking for, easily, they’ll complete their purchase, and are far more likely to come back. The simple fact that users can finish their task will increase sales and improve overall customer satisfaction which has an influence on their loyalty. Repeat business means repeat sales. Means increased revenue.

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Creating, developing and maintaining a usable website is more important than you might think. And this is measurable! Tracking and analyzing website performance prior to the UX research and after can be insightful and directly influenced by changes made based on UX research.

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Measurable: review the website (product) performance prior to UX research and after changes have been made. The increase in clicks, completed tasks and/or baskets will tell the story.

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2. Reduce development time

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UX research done at the initial stages of a project can lead to a reduction in development time of by 33% to 50%! And reduced time developing, means reduced costs (people and overheads) and a speedier to market date. What’s not to love? 

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Measurable: This one is a little more tricky as you have saved time (and cost) up front. Aiding in speed to market and performance prior to execution. Internal stakeholder research may be of value post the live date to understand how the project went.

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3. Ongoing development costs

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And the double hitter? Creating a product that has the user in mind up front, reduces the need to rehash or revisit as quickly. Reducing ongoing costs. Early UX research can help with the detection of errors early on in the development process. Fixing errors after development costs a company up to 100 times more than dealing with the same error before development.

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Measureable: Again, as UX research has saved time and money up front this one can be difficult to track. Though depending on your organization and previous projects you could conduct internal research to understand how the project compares and the time and cost savings.

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4. Meeting user requirements

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Did you know that 70% of projects fail due to the lack of user acceptance? This is often because project managers fail to understand the user requirements properly. Thanks to UX research early on, gaining insights into users and only spending time developing the functions users actually want, saving time and reducing development costs. Make sure you get confirmation on those requirements by iterative testing. As always, fail early, fail often. Robust testing up front means that in the end, you’ll have a product that will meet the needs of the user.

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Measurable: Where is the product currently? How does it perform? Set a benchmark up front and review post UX research. The deliverables should make the ROI obvious.

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5. Investing in UX research leads to an essential competitive advantage.

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Thanks to UX research you can find out exactly what your customers want, need and expect from you. This gives you a competitive advantage over other companies in your market. But you should be aware that more and more companies are investing in UX while customers are ever more demanding, their expectations continue to grow and they don’t tolerate bad experiences. And going elsewhere is an easy decision to make.

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Measurable: Murky this one, but no less important. Knowing, understanding and responding to competitors can help keep you in the lead, and developing products that meet and exceed those user expectations.

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Wrap up

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Showing the ROI on the work we do is an essential part of getting key stakeholders on board with our research. It can be challenging to talk the same language, ultimately we all want the same outcome…a product that works well for our users, and delivers additional revenue.

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For some continued reading (or watching in this case), Anna Bek, Product and Delivery Manager at Xplor explored the same concept of "How to measure experience" during her UX New Zealand 2020 – watch it here as she shares a perspective on UX ROI.

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.

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

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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.

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"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."

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

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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.

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

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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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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)

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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."

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

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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.

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"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."

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

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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.

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"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."

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

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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.

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

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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.

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

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

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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. 

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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.

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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.

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1. Knowledge management 📚

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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?

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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.

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2. Guidelines and process templates 📝

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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.

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3. Governance 🏛

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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.

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4. Tool stack 🛠

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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?

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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. 

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5. Recruitment 👱🏻👩👩🏻👧🏽👧🏾

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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.

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Wrap Up 💥

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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. 

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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.