September 16, 2024
6 min

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

Optimal Workshop

As artificial intelligence (AI) continues to advance and permeate various industries, the field of user experience (UX) research is no exception. 

At Optimal Workshop, our recent Value of UX report revealed that 68% of UX professionals believe AI will have the greatest impact on analysis and synthesis in the research project lifecycle. In this article, we'll explore the current and potential applications of AI in UXR, its limitations, and how the role of UX researchers may evolve alongside these technological advancements.

How researchers are already using AI 👉📝

AI is already making inroads in UX research, primarily in tasks that involve processing large amounts of data, such as

  • Automated transcription: AI-powered tools can quickly transcribe user interviews and focus group sessions, saving researchers significant time.

  • Sentiment analysis: Machine learning algorithms can analyze text data from surveys or social media to gauge overall user sentiment towards a product or feature.

  • Pattern recognition: AI can help identify recurring themes or issues in large datasets, potentially surfacing insights that might be missed by human researchers.

  • Data visualization: AI-driven tools can create interactive visualizations of complex data sets, making it easier for researchers to communicate findings to stakeholders.

As AI technology continues to evolve, its role in UX research is poised to expand, offering even more sophisticated tools and capabilities. While AI will undoubtedly enhance efficiency and uncover deeper insights, it's important to recognize that human expertise remains crucial in interpreting context, understanding nuanced user needs, and making strategic decisions. 

The future of UX research lies in the synergy between AI's analytical power and human creativity and empathy, promising a new era of user-centered design that is both data-driven and deeply insightful.

The potential for AI to accelerate UXR processes ✨ 🚀

As AI capabilities advance, the potential to accelerate UX research processes grows exponentially. We anticipate AI revolutionizing UXR by enabling rapid synthesis of qualitative data, offering predictive analysis to guide research focus, automating initial reporting, and providing real-time insights during user testing sessions. 

These advancements could dramatically enhance the efficiency and depth of UX research, allowing researchers to process larger datasets, uncover hidden patterns, and generate insights faster than ever before. As we continue to develop our platform, we're exploring ways to harness these AI capabilities, aiming to empower UX professionals with tools that amplify their expertise and drive more impactful, data-driven design decisions.

AI’s good, but it’s not perfect 🤖🤨

While AI shows great promise in accelerating certain aspects of UX research, it's important to recognize its limitations, particularly when it comes to understanding the nuances of human experience. AI may struggle to grasp the full context of user responses, missing subtle cues or cultural nuances that human researchers would pick up on. Moreover, the ability to truly empathize with users and understand their emotional responses is a uniquely human trait that AI cannot fully replicate. These limitations underscore the continued importance of human expertise in UX research, especially when dealing with complex, emotionally-charged user experiences.

Furthermore, the creative problem-solving aspect of UX research remains firmly in the human domain. While AI can identify patterns and trends with remarkable efficiency, the creative leap from insight to innovative solution still requires human ingenuity. UX research often deals with ambiguous or conflicting user feedback, and human researchers are better equipped to navigate these complexities and make nuanced judgment calls. As we move forward, the most effective UX research strategies will likely involve a symbiotic relationship between AI and human researchers, leveraging the strengths of both to create more comprehensive, nuanced, and actionable insights.

Ethical considerations and data privacy concerns 🕵🏼‍♂️✨

As AI becomes more integrated into UX research processes, several ethical considerations come to the forefront. Data security emerges as a paramount concern, with our report highlighting it as a significant factor when adopting new UX research tools. Ensuring the privacy and protection of user data becomes even more critical as AI systems process increasingly sensitive information. Additionally, we must remain vigilant about potential biases in AI algorithms that could skew research results or perpetuate existing inequalities, potentially leading to flawed design decisions that could negatively impact user experiences.

Transparency and informed consent also take on new dimensions in the age of AI-driven UX research. It's crucial to maintain clarity about which insights are derived from AI analysis versus human interpretation, ensuring that stakeholders understand the origins and potential limitations of research findings. As AI capabilities expand, we may need to revisit and refine informed consent processes, ensuring that users fully comprehend how their data might be analyzed by AI systems. These ethical considerations underscore the need for ongoing dialogue and evolving best practices in the UX research community as we navigate the integration of AI into our workflows.

The evolving role of researchers in the age of AI ✨🔮

As AI technologies advance, the role of UX researchers is not being replaced but rather evolving and expanding in crucial ways. Our Value of UX report reveals that while 35% of organizations consider their UXR practice to be "strategic" or "leading," there's significant room for growth. This evolution presents an opportunity for researchers to focus on higher-level strategic thinking and problem-solving, as AI takes on more of the data processing and initial analysis tasks.

The future of UX research lies in a symbiotic relationship between human expertise and AI capabilities. Researchers will need to develop skills in AI collaboration, guiding and interpreting AI-driven analyses to extract meaningful insights. Moreover, they will play a vital role in ensuring the ethical use of AI in research processes and critically evaluating AI-generated insights. As AI becomes more prevalent, UX researchers will be instrumental in bridging the gap between technological capabilities and genuine human needs and experiences.

Democratizing UXR through AI 🌎✨

The integration of AI into UX research processes holds immense potential for democratizing the field, making advanced research techniques more accessible to a broader range of organizations and professionals. Our report indicates that while 68% believe AI will impact analysis and synthesis, only 18% think it will affect co-presenting findings, highlighting the enduring value of human interpretation and communication of insights.

At Optimal Workshop, we're excited about the possibilities AI brings to UX research. We envision a future where AI-powered tools can lower the barriers to entry for conducting comprehensive UX research, allowing smaller teams and organizations to gain deeper insights into their users' needs and behaviors. This democratization could lead to more user-centered products and services across various industries, ultimately benefiting end-users.

However, as we embrace these technological advancements, it's crucial to remember that the core of UX research remains fundamentally human. The unique skills of empathy, contextual understanding, and creative problem-solving that human researchers bring to the table will continue to be invaluable. As we move forward, UX researchers must stay informed about AI advancements, critically evaluate their application in research processes, and continue to advocate for the human-centered approach that is at the heart of our field.

By leveraging AI to handle time-consuming tasks and uncover patterns in large datasets, researchers can focus more on strategic interpretation, ethical considerations, and translating insights into impactful design decisions. This shift not only enhances the value of UX research within organizations but also opens up new possibilities for innovation and user-centric design.

As we continue to develop our platform at Optimal Workshop, we're committed to exploring how AI can complement and amplify human expertise in UX research, always with the goal of creating better user experiences.

The future of UX research is bright, with AI serving as a powerful tool to enhance our capabilities, democratize our practices, and ultimately create more intuitive, efficient, and delightful user experiences for people around the world.

Publishing date
September 16, 2024
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Clara Kliman-Silver: AI & design: imagining the future of UX

In the last few years, the influence of AI has steadily been expanding into various aspects of design. In early 2023, that expansion exploded. AI tools and features are now everywhere, and there are two ways designers commonly react to it:

  • With enthusiasm for how they can use it to make their jobs easier
  • With skepticism over how reliable it is, or even fear that it could replace their jobs

Google UX researcher Clara Kliman-Silver is at the forefront of researching and understanding the potential impact of AI on design into the future. This is a hot topic that’s on the radar of many designers as they grapple with what the new normal is, and how it will change things in the coming years.

Clara’s background 

Clara Kliman-Silver spends her time studying design teams and systems, UX tools and designer-developer collaboration. She’s a specialist in participatory design and uses generative methods to investigate workflows, understand designer-developer experiences, and imagine ways to create UIs. In this work, Clara looks at how technology can be leveraged to help people make things, and do it more efficiently than they currently are.

In today’s context, that puts generative AI and machine learning right in her line of sight. The way this technology has boomed in recent times has many people scrambling to catch up - to identify the biggest opportunities and to understand the risks that come with it. Clara is a leader in assessing the implications of AI. She analyzes both the technology itself and the way people feel about it to forecast what it will mean into the future.

Contact Details:

You can find Clara in LinkedIn or on Twitter @cklimansilver

What role should artificial intelligence play in UX design process? 🤔

Clara’s expertise in understanding the role of AI in design comes from significant research and analysis of how the technology is being used currently and how industry experts feel about it. AI is everywhere in today’s world, from home devices to tech platforms and specific tools for various industries. In many cases, AI automation is used for productivity, where it can speed up processes with subtle, easy to use applications.

As mentioned above, the transformational capabilities of AI are met with equal parts of enthusiasm and skepticism. The way people use AI, and how they feel about it is important, because users need to be comfortable implementing the technology in order for it to make a difference. The question of what value AI brings to the design process is ongoing. On one hand, AI can help increase efficiency for systems and processes. On the other hand, it can exacerbate problems if the user's intentions are misunderstood.

Access for all 🦾

There’s no doubt that AI tools enable novices to perform tasks that, in years gone by, required a high level of expertise. For example, film editing was previously a manual task, where people would literally cut rolls of film and splice them together on a reel. It was something only a trained editor could do. Now, anyone with a smartphone has access to iMovie or a similar app, and they can edit film in seconds.

For film experts, digital technology allows them to speed up tedious tasks and focus on more sophisticated aspects of their work. Clara hypothesizes that AI is particularly valuable when it automates mundane tasks. AI enables more individuals to leverage digital technologies without requiring specialist training. Thus, AI has shifted the landscape of what it means to be an “expert” in a field. Expertise is about more than being able to simply do something - it includes having the knowledge and experience to do it for an informed reason. 

Research and testing 🔬

Clara performs a lot of concept testing, which involves recognizing the perceived value of an approach or method. Concept testing helps in scenarios where a solution may not address a problem or where the real problem is difficult to identify. In a recent survey, Clara describes two predominant benefits designers experienced from AI:

  1. Efficiency. Not only does AI expedite the problem solving process, it can also help efficiently identify problems. 
  2. Innovation. Generative AI can innovate on its own, developing ideas that designers themselves may not have thought of.

The design partnership 🤝🏽

Overall, Clara says UX designers tend to see AI as a creative partner. However, most users don’t yet trust AI enough to give it complete agency over the work it’s used for. The level of trust designers have exists on a continuum, where it depends on the nature of the work and the context of what they’re aiming to accomplish. Other factors such as where the tech comes from, who curated it and who’s training the model also influences trust. For now, AI is largely seen as a valued tool, and there is cautious optimism and tentative acceptance for its application. 

Why it matters 💡

AI presents as potentially one of the biggest game-changers to how people work in our generation. Although AI has widespread applications across sectors and systems, there are still many questions about it. In the design world, systems like DALL-E allow people to create AI-generated imagery, and auto layout in various tools allows designers to iterate more quickly and efficiently.

Like many other industries, designers are wondering where AI might go in the future and what it might look like. The answer to these questions has very real implications for the future of design jobs and whether they will exist. In practice, Clara describes the current mood towards AI as existing on a continuum between adherence and innovation:

  • Adherence is about how AI helps designers follow best practice
  • Innovation is at the other end of the spectrum, and involves using AI to figure out what’s possible

The current environment is extremely subjective, and there’s no agreed best practice. This makes it difficult to recommend a certain approach to adopting AI and creating permanent systems around it. Both the technology and the sentiment around it will evolve through time, and it’s something designers, like all people, will need to maintain good awareness of.

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13 time-saving tips and tools for conducting great user interviews

User interviews are a great research method you can use to gain qualitative data about your users, and understand what they think and feel. But they can be quite time consuming, which can sometimes put people off doing them altogether.They can be a bit of a logistical nightmare to organize. You need to recruit participants, nail down a time and place, bring your gear, and come up with a Plan B if people don’t show up. All of this can take up a fair bit of back and forthing between your research team and other people, and it’s a real headache when you have a deadline to work to.So, how can you reap the great rewards and insights that user interviews provide, while spending less time planning and organizing them? Here are 15 tips and tools to help get you started.

Preparation

1) Come up with a checklist

Checklists can be lifesavers, especially when your brain is running 100 miles an hour and you’re wondering if you’ve forgotten to even introduce yourself to your participant.Whether you’re doing your research remotely or in person, it always helps to have a list of all the tasks you need to do so you can check them off one by one.A great checklist should include:

  • the items you need to bring to your sessions (notebooks, laptop, pens, water, and do NOT forget your laptop charger!)
  • any links you need to send to your interviewee if speaking to them remotely (Google Hangouts, webex etc.)
  • a reminder to get consent to record your interview session
  • a reminder to hit the record button

Scripts are also useful for cutting down time. Instead of “umm-ing” and “ahh-ing” your way through your interview, you can have a general idea of what you’ll talk about. Scripts will likely change between each project, but having a loose template that you can chop and change pretty easily will help you save time in the future.Some basic things you’ll want to include in your script:

  • an introduction of yourself, and some ice-breaker questions to build a rapport with your participant
  • your research goals and objectives — what/who you’re doing this research for and why
  • how your research will be used
  • the questions you’re going to ask
  • tying up loose ends — answering questions from your participant and thanking them very much for their time.

2) Build up a network of participants to choose from

This is another tip that requires a bit of legwork at the start, but saves lots of hassle later on. If you build up a great network of people willing to take part in your research, recruiting can become much easier.Perhaps you can set up a research panel that people can opt into through your website (something we’ve done here at Optimal Workshop that has been a huge help). If you’re working internally and need to interview users at your own company, you can do a similar thing. Reach out to managers or team leaders to get employees on board, get creative with incentives, reward people with thanks or cakes in public — there are loads of ideas.

3) Do your interviews remotely

Remote user research is great. It allows you to talk to all types of people anywhere in the world, without having to spend time and money for travel to get to them.There are many different tools you can use to conduct your user interview remotely.Some easy to use and free ones are Google Hangouts and Skype. As a bonus, it’s likely your participants will already have one of these installed, saving them time and hassle — just don’t forget to record your session.Here are a couple of recording tools you can use:

  • QuickTime
  • iShowU HD
  • Pamela for Skype

4) Rehearse, rehearse, rehearse

Make sure you’re not wasting any precious research time and rehearse your interview with a colleague or friend. This will help you figure out anything you’ve missed, or what could potentially go wrong that could cause you time delays and headaches on the day.

  • Do your questions make sense, and are they the right kinds of questions?
  • Test your responses — are you making sure you stay neutral so you don’t lead your participants along?
  • Does your script flow naturally? Or does it sound too scripty?
  • Are there any areas that technology could become a hindrance, and how can you make sure you avoid this?

5) Use scheduling tools to book sessions for you

Setting up meetings with colleagues can be difficult, but when you’re reaching out to participants who are volunteering their precious time it can be a nightmare.Make it easier for all involved and use an easy scheduling tool to get rid of most of the hard work.Simply enter in a few times that you’re free to host sessions, and your participants can select which ones work for them.Here are a couple of tools to get you started:

  • Calendly
  • NeedtoMeet
  • Boomerang Calendar
  • ScheduleOnce

Don’t forget to automate the reminder emails to save yourself some time. Some of the above tools can sort that out for you!

In-session

6) Avoid talking about yourself — stick to your script!

When you’re trying to build a rapport with your participant, it’s easy to go overboard, get off track and waste precious research time. Avoid talking about yourself too much, and focus on asking about your participant, how they feel, and what they think. Make sure you keep your script handy so you know if you’re heading in the wrong direction.

7) Record interviews, transcribe later

In many user interview scenarios, you’ll have a notetaker to jot down key observations as your session goes on. But if you don’t have the luxury of a notetaker, you’ll likely be relying on yourself to take notes. This can be really distracting when you’re interviewing someone, and will also take up precious research time. Instead, record your interview and only note down timestamps when you come across a key observation.

8) Don’t interrupt

Ever had something to say and started to explain it to someone, only to get interrupted then lose your train of thought? This can happen to your participants if you’re not careful, which can mean delays with getting the information you need. Stay quiet, and give your participant a few seconds before asking what they’re thinking.

9) Don’t get interrupted

If you’re hosting your interview at your office, let your coworkers know so they don’t interrupt you. Hang a sign up on the door of your meeting room and make sure you close the door. If you’re going out of your office, pick a location that’s quiet and secluded like a meeting room at a library, or a quiet corner in a cafe.

10) Take photos of the environment

If you’re interviewing users in their own environment, there are many little details that can help you with your research. But you could spend ages taking note of all these details in your session. You can get a good idea of what your participant’s day is like by snapping some images of their workstations, tech they use, and the office as a whole. Use your phone and pop these into Evernote or Dropbox to analyze later.

Analysis

11) Use Reframer to analyze your data

Qualitative research produces very powerful data, but it also produces a lot of it. It can take you and your team hours, even days, to go through it all.Use a qualitative research tool such as Reframer to tag your observations so you can easily build themes and find patterns in your data while saving hours of analysis. Tags might be related to a particular subject you’re discussing with a participant, a really valuable quote, or even certain problems your participants have encountered — it all depends on your project.

12) Make collaboration simple

Instead of spending hours writing up some of your findings on Post-it notes and sticking them up on a wall to discuss with your teammates, you can quickly and easily do this online with Trello or MURAL. This is definitely a big timesaver if you’ve got some team members who work remotely.

13) Make your findings easy to read

Presenting your findings to stakeholders can be difficult, and extremely time consuming if you need to explain it all in easy-to-understand terms. Save time and make it easier for your stakeholders by compiling your findings into an infographic, engaging data visualization, or slideshow presentation. Just make sure you bring all the stats you need to answer any questions from stakeholders.For more actionable tips and tricks from UX professionals all over the world, check out our latest ebook. Download and print out templates and checklists, and become a pro for your next user interview.Get our new ebook

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The powerful analysis features in our card sorting tool

You’ve just finished running your card sort. The study has closed and the data is waiting to be analyzed. It’s time to take a look at the analysis side of card sorting, specifically in our tool OptimalSort. Let’s get started.

A note on analysis 📌

When it comes to analysis, there are essentially two types. There’s exploratory analysis (when you look through data to get impressions, pull out useful ideas and be creative) and statistical analysis (which really just comes down to the numbers). These two types of analysis also go by qualitative and quantitative, respectively.

You’re able to get fantastic insights from both forms.

“Remember that you are the one who is doing the thinking, not the technique… you are the one who puts it all together into a great solution. Follow your instincts, take some risks, and try new approaches.” Donna Spencer, Maadmob.

Getting started with analysis 🏁

Whenever you wrap up a study using our card sorting tool, you’ll want to kick off your analysis by heading to the Results Overview section. It’s here that you’ll be able to see how many people actually took part in the study, the average time taken and general statistics about the study itself.

This is useful data to include in presentations to interested stakeholders, just to give them a more holistic view of your research.

Digging into your participant data ⛏

With the Results Overview section out of the way, you can make your way over to the Participants Table. This is where you can find information about the individual people who took part in your card sort. You can also start to filter your data here.

Here are just a few of the different actions that you can take:

  • Review your participants, and include or exclude certain individuals based on their card sorts. This is a useful tool if you want to use your data in different ways.
  • Segment and reload your results. This function can allow you to view data from individuals or groups of your choosing.
  • Add additional card sorts. If you also decided to run manual (in-person) card sorts using printed cards, you can add this data here.

Analysing open and hybrid card sort data 🕵️♂

The Categories tab is the best place to go for open and hybrid card sort results. Take some time to scan the categories people came up with and you’ll be able to quickly build up a good understanding of their ‘mental models’, or how they perceived the theme of your cards.

Consider how different the categories might look for cards containing food items, for example. Some participants might create categories reflecting supermarket aisles, while others might create categories reflecting food groups.

A good place to get started here is by refining your data. Standardize any categories that have similar labels (whether that’s wording, spelling or capitalizations etc). Hybrid card sorts have some set categories, and these will already be standardized.

Note: Before you start throwing categories with similar labels together, take a closer look to see if people had the same conceptual approach. Here’s an example from our card sorting 101 guide:

Of the 15 groups with the word ‘Animal’ in the label, 13 had a similar set of cards, but two participants had labeled their categories slightly differently (Animals and Environment’ and ‘Animals and Nature’) and had thus included extra cards the others didn’t have (‘Glaciers melting faster than previously thought’, for example).

Reviewing the Similarity Matrix 🤔

One really useful tool for understanding how your participants think is the Similarity Matrix. This view shows you the percentage of people who grouped 2 cards together.

The most closely related pairings are clustered along the right edge. Higher agreement between participants on which cards go together equates to darker and larger clusters.

There are a few different ways to use the insights from the Similarity Matrix:

  • Put together a draft website structure based on the clusters you see on the right.
  • Identify which card pairings are most common (and as a result should probably go together on your website).
  • Identify which card pairings are least common so you don’t need to waste time considering how they might work on your website.

Spotting popular card groupings 🔍

Dendrograms are a tool to enable you to spot popular groups of cards, as well to get a general feel of how similar or different your participants’ card sorts were to each other.

There are two dendrograms to explore:

  • More than 30 card sort participants: The Actual Agreement Method (AAM) dendrogram gives you the data straight: “X% of participants agree with this exact grouping”.
  • Fewer than 30 card sort participants: The Best Merge Method (BMM) tells you “X% of participants agree with parts of this grouping”, and so enables you to extract as much as you can from the data.

Looking for alternative approaches 👀

The Participant-Centric Analysis (PCA) view can be useful when you have a lot of results. It’s quite simple. Basically, it aims to find the most popular grouping strategy, and then find two more popular alternatives among participants who agreed with the first strategy.

This approach is called Participant-Centric Analysis because every response (from every participant) is treated as a potential solution, and then ranked for similarity with other responses. What this is telling you is that if you see a card sort with a 11/43 agreement score, this means 10 other participants sorted their cards into groups similar to these ones. 

Taking the next step: Run a card sort and try analysis for yourself 🃏

Now that we’ve taken a bit of a deep dive into the analysis side of card sorting in OptimalSort, it’s time to take the tool for a spin and start generating your own data.

Getting started is easy. If you haven’t already, simply sign up for a free account (you don’t need a credit card) and start a card sort. You can also practice by creating a card sort and sending it out to your coworkers, friends or family. Once you start to see results trickling in, you can start to make sense of the data.

For more information, check out the card sorting 101 guide that we’ve put together, or our introduction to card sorting on the Optimal Workshop Blog.

Happy testing! 

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