The future of UX research: AI's role in analysis and synthesis

In the fast-paced world of product development, risk is an ever-present factor. From potential user dissatisfaction to costly redesigns, the stakes are high. User Experience Research (UXR) plays a crucial role in identifying and mitigating these risks, but quantifying its preventive value can be challenging. Let's explore how UXR contributes to risk mitigation and how we can measure its impact.

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Understanding risk in product development

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Product development is an exciting yet challenging journey that requires careful navigation of inherent risks. Teams invest significant time and resources into creating solutions they hope will resonate with users, but this process is far from a guaranteed success. When embarking on a new product venture, teams are essentially making an educated guess about what users want and need. This inherent uncertainty brings several considerations, including substantial time investments, allocation of financial and human resources, and the need to adapt to constantly evolving user preferences and competitive landscapes.

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The challenge lies in aligning all these elements to create a successful product. Getting it wrong can have significant consequences that extend beyond mere disappointment. Wasted development efforts can result in resources being spent on features or products that don't meet market needs. There's also the potential for negative impact on brand perception if a product misses the mark, potentially affecting how customers view the company as a whole. Furthermore, missed opportunities in the fast-paced world of product development can allow competitors to gain an advantage, affecting a company's market position.

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However, there's a powerful tool that can help mitigate these risks: user research. As one industry leader noted in our research, "In periods of change, those who maintain a deep connection with their customers' evolving needs are best positioned to adapt and thrive." This insight highlights a crucial strategy for navigating the uncertain waters of product development.

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By prioritizing user research, teams can gain valuable insights that guide their decision-making process. This approach allows them to identify genuine user needs and pain points, potentially uncovering issues that might have been overlooked. It also provides an opportunity to spot potential problems early in the development process, when changes are less costly and easier to implement. Moreover, deep user understanding can uncover opportunities for innovation and differentiation that might not be apparent without this research.

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While user research doesn't eliminate all risks associated with product development, it provides a compass that can guide teams through the process with greater confidence. In the dynamic world of product creation, the biggest risk often comes from operating without these user insights. By integrating user research into the development process, teams can navigate uncertainties more effectively and increase their odds of creating products that truly resonate with their target audience.

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Successful product development is ultimately about finding the right balance between innovation, user needs, and calculated risk-taking. It's a complex dance of creativity, market understanding, and strategic decision-making. By maintaining a strong connection to user needs and preferences throughout the development process, teams can mitigate risks and increase their chances of success. This user-centric approach not only helps in creating products that meet market demands but also positions companies to adapt and thrive in periods of change and uncertainty.

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UXR's role in identifying and mitigating risks

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User experience research plays a crucial role in identifying and mitigating risks throughout the product development process. Acting as an early warning system, UX research helps teams pinpoint potential issues before they evolve into costly problems. This proactive approach allows organizations to make informed decisions and adjustments early in the development cycle, potentially saving significant time and resources.

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By engaging with users throughout the development process, researchers gain invaluable insights that can shape the direction of a product. These interactions enable teams to validate product concepts and designs, ensuring that the final output aligns with user expectations and needs. Through various research methodologies, UX researchers can identify usability issues and pain points that might otherwise go unnoticed until after launch. This early detection allows for timely refinements, resulting in a more polished and user-friendly final product.

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Our survey findings underscore the value of integrating UX research into the product development process. Organizations that have fully embedded UXR into their workflows demonstrate a superior ability to navigate uncertainties and make user-centered decisions. This integration allows for a more agile and responsive approach to product development, where user feedback and insights directly inform strategic choices.

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Methodologies for quantifying prevented issues

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In the space of user experience research, one of the most significant yet often overlooked benefits is its ability to prevent issues before they arise. This preemptive approach can save organizations substantial time, resources, and potential reputational damage. However, quantifying the value of something that didn't happen presents a unique challenge. How do you measure the impact of problems avoided? This question has led to the development of various methodologies aimed at quantifying the value of UX research in issue prevention.

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1. Issue tracking: Keep a detailed log of potential issues identified through research. Categorize them by severity and potential impact.

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2. Cost estimation: Work with product and engineering teams to estimate the cost of addressing issues at different stages of development. Compare this to the cost of conducting research.

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3. A/B Testing: Use controlled experiments to compare the performance of research-informed designs against alternatives.

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4. Predictive modeling: Develop models that estimate the potential impact of issues on key metrics like user retention or conversion rates.

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5. Historical comparison: Analyze past projects where research was not conducted and compare their outcomes to research-informed projects.

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One effective approach is to use a research ROI calculator that estimates potential cost savings and revenue increases associated with research-driven improvements. This provides a clear financial justification for UXR investments.

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Communicating preventive value to stakeholders

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To effectively communicate the value of risk mitigation through UXR, consider these strategies:

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1. Speak the language of business: Frame research findings in terms of business outcomes, such as potential cost savings, revenue impact, or risk reduction.

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2. Use visualizations: Create compelling visual representations of prevented issues and their potential impact.

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3. Share success stories: Highlight case studies where research prevented significant issues or led to successful outcomes.

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4. Involve stakeholders: Engage key decision-makers in the research process to build understanding and buy-in.

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5. Provide ongoing updates: Regularly communicate how research insights are influencing decisions and mitigating risks throughout the development process.

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Remember, as one research manager in our study observed, "When I hear that a company is downsizing, I immediately wonder how it will affect their research capabilities."

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This highlights the importance of consistently demonstrating the value of UXR in risk mitigation.

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By quantifying and communicating the preventive value of UX research, we can shift the perception of UXR from a cost center to a critical investment in risk mitigation and product success. As the field continues to evolve, developing robust methodologies for measuring this preventive value will be key to securing resources and support for UXR initiatives.

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Ultimately, the goal is to create a culture where user research is seen as an essential safeguard against costly mistakes and a driver of informed, user-centered decision-making. By doing so, organizations can navigate the uncertainties of product development with greater confidence and success.

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Maximize your risk mitigation efforts with Optimal

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Ready to elevate your UX research and risk mitigation strategies? Optimal Workshop's comprehensive platform offers powerful tools to streamline your research process, from participant recruitment to data analysis. Our suite of user-friendly solutions enables you to conduct more efficient studies, uncover deeper insights, and effectively communicate the preventive value of your research to stakeholders. 

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With Optimal, you can quantify your risk mitigation efforts more accurately and demonstrate the ROI of UXR with greater clarity. Don't let potential risks threaten your product's success. 

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Try Optimal Workshop today and transform your approach to UX research and risk prevention. 

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Recently, everyone in the design industry has been talking about design sprints. So, naturally, the team at Optimal Workshop wanted to see what all the fuss was about. I picked up a copy of The Sprint Book and suggested to the team that we try out the technique.

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In order to keep momentum, we identified a current problem and decided to run the sprint only two weeks later. The short notice was a bit of a challenge, but in the end we made it work. Here’s a run down of how things went, what worked, what didn’t, and lessons learned.

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A sprint is an intensive focused period of time to get a product or feature designed and tested with the goal of knowing whether or not the team should keep investing in the development of the idea. The idea needs to be either validated or not validated by the end of the sprint. In turn, this saves time and resource further down the track by being able to pivot early if the idea doesn’t float.

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If you’re following The Sprint Book you might have a structured 5 day plan that looks likes this:

• Day 1 - Understand: Discover the business opportunity, the audience, the competition, the value proposition and define metrics of success.
• Day 2 - Diverge: Explore, develop and iterate creative ways of solving the problem, regardless of feasibility.
• Day 3 - Converge: Identify ideas that fit the next product cycle and explore them in further detail through storyboarding.
• Day 4 - Prototype: Design and prepare prototype(s) that can be tested with people.
• Day 5 - Test: User testing with the product's primary target audience.

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When you’re running a design sprint, it’s important that you have the right people in the room. It’s all about focus and working fast; you need the right people around in order to do this and not have any blocks down the path. Team, stakeholder and expert buy-in is key — this is not a task just for a design team!After getting buy in and picking out the people who should be involved (developers, designers, product owner, customer success rep, marketing rep, user researcher), these were my next steps:

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Pre-sprint

1. Read the book
2. Panic
3. Send out invites
4. Write the agenda
5. Book a meeting room
6. Organize food and coffee
7. Get supplies (Post-its, paper, Sharpies, laptops, chargers, cameras)

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The sprint

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Due to scheduling issues we had to split the sprint over the end of the week and weekend. Sprint guidelines suggest you hold it over Monday to Friday — this is a nice block of time but we had to do Thursday to Thursday, with the weekend off in between, which in turn worked really well. We are all self confessed introverts and, to be honest, the thought of spending five solid days workshopping was daunting. At about two days in, we were exhausted and went away for the weekend and came back on Monday feeling sociable and recharged again and ready to examine the work we’d done in the first two days with fresh eyes.

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Design sprint activities

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During our sprint we completed a range of different activities but here’s a list of some that worked well for us. You can find out more information about how to run most of these over at The Sprint Book website or checkout some great resources over at Design Sprint Kit.

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Lightning talks

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We kicked off our sprint by having each person give a quick 5-minute talk on one of these topics in the list below. This gave us all an overview of the whole project and since we each had to present, we in turn became the expert in that area and engaged with the topic (rather than just listening to one person deliver all the information).

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Our lightning talk topics included:

• Product history - where have we come from so the whole group has an understanding of who we are and why we’ve made the things we’ve made.
• Vision and business goals - (from the product owner or CEO) a look ahead not just of the tools we provide but where we want the business to go in the future.
• User feedback - what have users been saying so far about the idea we’ve chosen for our sprint. This information is collected by our User Research and Customer Success teams.
• Technical review - an overview of our tech and anything we should be aware of (or a look at possible available tech). This is a good chance to get an engineering lead in to share technical opportunities.
• Comparative research - what else is out there, how have other teams or products addressed this problem space?

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Empathy exercise

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I asked the sprinters to participate in an exercise so that we could gain empathy for those who are using our tools. The task was to pretend we were one of our customers who had to present a dendrogram to some of our team members who are not involved in product development or user research. In this frame of mind, we had to talk through how we might start to draw conclusions from the data presented to the stakeholders. We all gained more empathy for what it’s like to be a researcher trying to use the graphs in our tools to gain insights.

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How Might We

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In the beginning, it’s important to be open to all ideas. One way we did this was to phrase questions in the format: “How might we…” At this stage (day two) we weren’t trying to come up with solutions — we were trying to work out what problems there were to solve. ‘We’ is a reminder that this is a team effort, and ‘might’ reminds us that it’s just one suggestion that may or may not work (and that’s OK). These questions then get voted on and moved into a workshop for generating ideas (see Crazy 8s).Read a more detailed instructions on how to run a ‘How might we’ session on the Design Sprint Kit website.

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Crazy 8s

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This activity is a super quick-fire idea generation technique. The gist of it is that each person gets a piece of paper that has been folded 8 times and has 8 minutes to come up with eight ideas (really rough sketches). When time is up, it’s all pens down and the rest of the team gets to review each other's ideas.In our sprint, we gave each person Post-it notes, paper, and set the timer for 8 minutes. At the end of the activity, we put all the sketches on a wall (this is where the art gallery exercise comes in).

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Art gallery/Silent critique

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The art gallery is the place where all the sketches go. We give everyone dot stickers so they can vote and pull out key ideas from each sketch. This is done silently, as the ideas should be understood without needing explanation from the person who made them. At the end of it you’ve got a kind of heat map, and you can see the ideas that stand out the most. After this first round of voting, the authors of the sketches get to talk through their ideas, then another round of voting begins.

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Usability testing and validation

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The key part of a design sprint is validation. For one of our sprints we had two parts of our concept that needed validating. To test one part we conducted simple user tests with other members of Optimal Workshop (the feature was an internal tool). For the second part we needed to validate whether we had the data to continue with this project, so we had our data scientist run some numbers and predictions for us.

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Challenges and outcomes

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One of our key team members, Rebecca, was working remotely during the sprint. To make things easier for her, we set up 2 cameras: one pointed to the whiteboard, the other was focused on the rest of the sprint team sitting at the table. Next to that, we set up a monitor so we could see Rebecca.

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Engaging in workshop activities is a lot harder when working remotely. Rebecca would get around this by completing the activities and take photos to send to us.

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Lessons

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• Lightning talks are a great way to have each person contribute up front and feel invested in the process.
• Sprints are energy intensive. Make sure you’re in a good place with plenty of fresh air with comfortable chairs and a break out space. We like to split the five days up so that we get a weekend break.
• Give people plenty of notice to clear their schedules. Asking busy people to take five days from their schedule might not go down too well. Make sure they know why you’d like them there and what they should expect from the week. Send them an outline of the agenda. Ideally, have a chat in person and get them excited to be part of it.
• Invite the right people. It’s important that you get the right kind of people from different parts of the company involved in your sprint. The role they play in day-to-day work doesn’t matter too much for this. We’re all mainly using pens and paper and the more types of brains in the room the better. Looking back, what we really needed on our team was a customer support team member. They have the experience and knowledge about our customers that we don’t have.
• Choose the right sprint problem. The project we chose for our first sprint wasn’t really suited for a design sprint. We went in with a well defined problem and a suggested solution from the team instead of having a project that needed fresh ideas. This made the activities like ‘How Might We’ seem very redundant. The challenge we decided to tackle ended up being more of a data prototype (spreadsheets!). We used the week to validate assumptions around how we can better use data and how we can write a script to automate some internal processes. We got the prototype working and tested but due to the nature of the project we will have to run this experiment in the background for a few months before any building happens.

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Overall, this design sprint was a great team bonding experience and we felt pleased with what we achieved in such a short amount of time. Naturally, here at Optimal Workshop, we're experimenters at heart and we will keep exploring new ways to work across teams and find a good middle ground.

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Further reading

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• The Sprint Book - a book by Jake Knapp
• Design Sprint Kit — a whole bunch of presentation decks, and activities for sprints
• Sprint Stories — some case studies that show the processes and value of design sprints
• How to run a remote design sprint without going crazy - an article by Jake Knapp
• Choosing the right sprint problem - a blog by Lisa Jansen

Few UX research techniques can surpass the user interview for the simple fact that you can gain a number of in-depth insights by speaking to just a handful of people. Yes, the prospect of sitting down in front of your customers can be a daunting one, but you’ll gain a level of insight and detail that really is tough to beat.

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This research method is popular for a reason – it’s extremely flexible and can deliver deep, meaningful results in a relatively short amount of time.

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We’ve put together this article for both user interview newbies and old hands alike. Our intention is to give you a guide that you can refer back to so you can make sure you're getting the most out of this technique. Of course, feel free to leave a comment if you think there’s something else we should add.

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What is a user interview?

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User interviews are a technique you can use to capture qualitative information from your customers and other people you’re interested in learning from. For example, you may want to interview a group of retirees before developing a new product aimed at their market.

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User interviews usually follow the format of a guided conversation, diving deep into a particular topic. While sometimes you may have some predefined questions or topics to cover, the focus of your interviews can change depending on what you learn along the way.

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Given the format, user interviews can help you answer any number of questions, such as:

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• How do people currently shop online? Are there any products they would never consider purchasing this way?
• How do people feel about using meal delivery services? What stops them from trying them out?
• How do ride sharing drivers figure out which app to use when they’re about to start a shift?

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It’s important to remember that user interviews are all about people's perception of something, not usability. What this means in practical terms is that you shouldn’t go into a user interview expecting to find out how they navigate through a particular app, product or website. Those are answers you can gain through usability testing.

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When should you interview your users?

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Now that we have an understanding of what user interviews are and the types of questions this method can help you answer, when should you do them? As this method will give you insights into why people think the way they do, what they think is important and any suggestions they have, they’re mostly useful in the discovery stages of the design process when you're trying to understand the problem space.

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You may want to run a series of user interviews at the start of a project in order to inform the design process. Interviews with users can help you to create detailed personas, generate feature ideas based on real user needs and set priorities. Looked at another way, doesn’t it seem like an unnecessary risk not to talk to your users before building something for them?

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Plan your research

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Before sitting down and writing your user interview, you need to figure out your research question. This is the primary reason for running your user interviews – your ‘north star’. It’s also a good idea to engage with your stakeholders when trying to figure this question out as they’ll be able to give you useful insights and feedback.

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A strong research question will help you to create interview questions that are aligned and give you a clear goal. The key thing is to make sure that it’s a strong, concise goal that relates to specific user behaviors. You don’t want to start planning for your interview with a research question like “How do customers use our mobile app”. It’s far too broad to direct your interview planning.

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Write your questions

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Now it’s time to write your user interview questions. If you’ve taken the time to engage with stakeholders and you’ve created a solid research question, this step should be relatively straightforward.

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Here are a few things to focus on when writing your interview questions:

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• Encourage your interviewees to tell stories: There’s a direct correlation between the questions you write for a user interview and the answers you get back. Consider more open-ended questions, with the aim of getting your interviewees to tell you stories and share more detail. For example, “Tell me about the last car you owned” is much better than “What was the last car you owned”.
• Consider different types of questions: You don’t want to dive right into the complex, detailed questions when your interviewee has barely walked into the room. It’s much better to start an interview off with several ‘warm-up’ questions, that will get them in the right frame of mind. Think questions like: “What do you do for work?” and “How often do you use a computer at home?”. Answering these questions will put them in the right frame of mind for the rest of the interview.
• Start with as many questions as you can think of – then trim: This can be quite a helpful exercise. When you’re actually putting pen to paper (or fingers to keyboard) and writing your questions, go broad at first. Then, once you’ve got a large selection to choose from, trim them back.
• Have someone review your questions: Whether it’s another researcher on your team or perhaps someone who’s familiar with the audience you plan to interview, get another pair of eyes on your questions. Beyond just making sure they all make sense and are appropriate, they may be able to point out any questions you may have missed.

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Recruit participants

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Having a great set of questions is all well and good, but you need to interview the right kind of people. It’s not always easy. Finding representative or real users can quickly suck up a lot of time and bog down your other work. But this doesn’t have to be the case. With some strategy and planning you can make the process of participant recruitment quick and easy.

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There are 2 main ways to go about recruitment. You can either handle the process yourself – we’ll share some tips for how to do this below – or use a recruitment service. Using a dedicated recruitment service will save you the hassle of actively searching for participants, which can often become a significant time-sink.

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If you’re planning to recruit people yourself, here are a few ways to go about the process. You may find that using multiple methods is the best way to net the pool of participants you need.

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• Reach out to your customer support team: There’s a ready source of real users available in every organization: the customer support team. These are the people that speak to your organization’s customers every day, and have a direct line to their problems and pain points. Working with this team is a great way to access suitable participants, plus customers will value the fact that you’re taking the time to speak to them.
• Recruit directly from your website: Support messaging apps like Intercom and intercept recruiting tools like Ethnio allow you to recruit participants directly from your website by serving up live intercepts. This is a fast, relatively hands-off way to recruit people quickly.
• Ask your social media followers: LinkedIn, Twitter and Facebook can be great sources of research participants. There’s also the bonus that you can broadcast the fact that your organization focuses on research – and that’s always good publicity! If you don’t have a large following, you can also run paid ads on different social platforms.

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Once a pool of participants start to flow in, consider setting up a dedicated research panel where you can log their details and willingness to take part in future research. It may take some admin at the start, but you’ll save time in the long run.

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Note: Figure out a plan for participant data protection before you start collecting and storing their information. As the researcher, it’s up to you to take proper measures for privacy and confidentiality, from the moment you collect an email address until you delete it. Only store information in secure locations, and make sure you get consent before you ever turn on a microphone recorder or video camera.

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Run your interviews

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Now for the fun part – running your user interviews. In most cases, user interviews follow a simple format. You sit down next to your participant and run through your list of questions, veering into new territory if you sense an interesting discussion. At the end, you thank them for their time and pass along a small gift (such as a voucher) as a thank-you.

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Of course, there are a few other things that you’ll want to keep in mind if you really want to conduct the best possible interviews.

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• Involve others: User interviews are a great way to show the value of research and give people within your organization a direct insight into how users think. There are no hard and fast rules around who you should bring to a user interview, just consider how useful the experience is likely to be for them. If you like, you can also assign them the role of notetaker.
• Record the interview: You’ll have to get consent from the interviewee, but having a recording of the interview will make the process of analysis that much easier. In addition to being able to listen to the recording again, you can convert the entire session into a searchable text file.
• Don’t be afraid to go off-script: Interviewing is a skill, meaning that the more interviews you conduct, the better you’re going to get. Over time, you’ll find that you’re able to naturally guide the conversation in different directions as you pick up on things the interviewee says. Don’t be discouraged if you find yourself sticking to your prepared questions during your first few interviews.
• Be attentive: You don’t want to come across as a brick wall when interviewing someone – you want to be seen as an attentive listener. This means confirming that you’re listening by nodding, making eye contact and asking follow-up questions naturally (this last one may take practice). If you really struggle to ask follow-up questions, try writing a few generic questions can you can use at different points throughout the interview, for example “Could you tell me more about that?”. There’s a great guide on UXmatters about the role empathy has to play in understanding users.
• Debrief afterwards: Whether it’s just you or you and a notetaker, take some time after the interview to go over how it went. This is a good opportunity to take down any details either you may have missed and to reflect and discuss some of the key takeaways.

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Analyze your interview findings

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At first glance, analyzing the qualitative data you’ve captured from a user interview can seem daunting. But, with the right approach (and some useful tools) you can extract each and every useful insight.

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If you’ve recorded your interview sessions, you’ll need to convert your audio recordings into text files. We recommend a tool like Descript. This software makes it easy to take an audio file of your recording and transform it into a document, which is much faster than doing it without dedicated software. If you like, there’s also the option of various ‘white glove’ services where someone will transcribe the interview for you.

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With your interview recordings transcribed and notes in-hand, you can start the process of thematic analysis. If you’re unfamiliar, thematic analysis is one of the most popular approaches for qualitative research as it helps you to find different patterns and themes in your data. There are 2 ways to approach this. The first is largely manual, where you set up a spreadsheet with different themes like ‘navigation issue’ and ‘design problem’, and group your findings into these areas. This can be done using sticky notes, which used to be a common ways to analyze findings.

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The second involves dedicated qualitative research tool like Reframer. You log your notes over the course of several interview sessions and then use Reframer’s tagging functionality to assign tags to different insights. By applying tags to your observations, you can then use its analysis features to create wider themes. The real benefit here is that there’s no chance of losing your past interviews and analysis as everything is stored in one place. You can also easily download your findings into a spreadsheet to share them with your team.

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What’s next?

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With your interviews all wrapped up and your analysis underway, you’re likely wondering what’s next. There’s a good chance your interviews will have opened up new areas you’d like to test, so now could be the perfect time to assess other qualitative research methods and add more human data to your research project. On the other hand, you may want to move onto quantitative research and put some numbers behind your research.

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Whether you choose to proceed down a qualitative or quantitative path, we’re pulled together some more useful articles and things for you to read:

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• Qualitative research methods – A breakdown of various qualitative research methods and why you’d want to use this research approach in the first place.
• Taking better notes for better sensemaking – Learn how you can improve your notetaking abilities before your next user interview or usability test.
• 13 time-saving tips and tools for conducting great user interviews – User interviews can be time-sinks, so take a look at these tips to make the process as smooth as possible.
• Pros and cons of conducting user interviews (Interaction Design Foundation) – A really useful resource that breaks down the pros and cons of user interviews.
• Tool: Reframer – You can use Reframer (our qualitative note taking tool) to capture detailed notes during your interviews. Then, you can apply tags and use Reframer’s analysis features to make the most of your interview data.
• Tool: Descript – Transcribing interviews is arduous, and can often take more time than the interview itself. Use a transcription tool like Descript to speed the process up.
• 16 tips for better user interviews – If you’d like another checklist to run through before you start your user interviews, this one is worth checking out.