September 17, 2025
4 minutes

When Everyone's a Researcher and it's a Good Thing

Be honest. Are you guilty of being a gatekeeper? 

For years, UX teams have treated research as a specialized skill that requires extensive training, advanced degrees, and membership in the researcher club. We’re guilty of it too! We've insisted that only "real researchers" can talk to users, conduct studies, or generate insights.

But the problem with this is, this gatekeeping is holding back product development, limiting insights, and ironically, making research less effective.  As a result,  product and design teams are starting to do their own research, bypassing UX because they want to just get things done. 

This shift is happening, and while we could view this as the downfall of traditional UX, we see it more as an evolution. And when done right, with support from UX, this democratization actually leads to better products, more research-informed organizations, and yes, more valuable research roles.

The Problem with Gatekeeping 

Product teams need insights constantly, making decisions daily about features, designs, and priorities. Yet dedicated researchers are outnumbered, often supporting 15-20 product team members each. The math just doesn't work. No matter how talented or efficient researchers are, they can't be everywhere at once, answering every question in real-time. This mismatch between insight demand and research capacity forces teams into an impossible choice: wait for formal research and miss critical decision windows or move forward without insights and risk building the wrong thing.

Since product teams often don’t have the time to wait, teams make decisions anyway, without research. A Forrester study found that 73% of product decisions happen without any user input, not because teams don't value research, but because they can't wait weeks for formal research cycles.

In organizations where this is already happening (it’s most of them!) teams have two choices, accept that their research to insight to development workflow is broken, or accept that things need to change and embrace the new era of research democratization. 

In Support of  Research Democratization

The most research-informed organizations aren't those with the most researchers, they're those where research skills are distributed throughout the team. When Product Managers and Designers talk directly to users, with researchers providing frameworks and quality control they make more research-informed decisions which result in better product performance and lower business risk. 

When PMs and designers conduct their own research, context doesn't get lost in translation. They hear the user's words, see their frustrations, and understand nuances that don't survive summarization. But there is a right way to democratize, which not all organizations are doing. 

Democratization as a consequence instead of as an intentional strategy, is chaos. Without frameworks and support from experienced researchers, it just won’t work. The goal isn't to turn everyone into researchers, it's to empower more teams to do their own research, while maintaining quality and rigor. In this model, the researcher becomes an advisor instead of a gatekeeper and the researcher's role evolves from conducting all studies to enabling teams to conduct their own. 

Not all questions need expert researchers. Intercom uses a three-tier model:

  • Tier 1 (70% of questions): Teams handle with proven templates
  • Tier 2 (20% of questions): Researcher-supported team execution
  • Tier 3 (10% of questions): Researcher-led complex studies

This model increased research output by 300% while improving quality scores by 25%.

In a model like this, the researcher becomes more important than ever because democratization needs quality assurance. 

Elevating the Role of Researchers 

Democratization requires researchers to shift from "protectors of methodology" to "enablers of insight." It means:

  • Not seeking perfection because an imperfect study done today beats a perfect study done never.
  • Acknowledging that 80% confidence on 100% of decisions beats 100% confidence on 20% of decisions.
  • Measuring success by the "number of research-informed decisions made” instea dof the "number of studies conducted" 
  • Deciding that more research happening is good, even if researchers aren't doing it all.

By enabling teams to handle routine research, professional researchers focus on:

  • Complex, strategic research that requires deep expertise
  • Building research capabilities across the organization
  • Ensuring research quality and methodology standards
  • Connecting insights across teams and products
  • Driving research-informed culture change

In truly research-informed organizations, everyone has user conversations. PMs do quick validation calls. Designers run lightweight usability tests. Engineers observe user sessions. Customer success shares user feedback.

And researchers? They design the systems, ensure quality, tackle complex questions, and turn this distributed insight into strategic direction.

Research democratization isn't about devaluing research expertise, it's about scaling research impact. It's recognizing that in today's product development pace, the choice isn't between formal research and democratized research. It's between democratized research and no research at all.

Done right, democratization isn't the end of UX research as a profession. It's the beginning of research as a competitive advantage.

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1 min read

Addressing AI Bias in UX: How to Build Fairer Digital Experiences

The Growing Challenge of AI Bias in Digital Products

AI is rapidly reshaping our digital landscape, powering everything from recommendation engines to automated customer service and content creation tools. But as these technologies become more widespread, we're facing a significant challenge: AI bias. When AI systems are trained on biased data, they end up reinforcing stereotypes, excluding marginalized groups, and creating inequitable digital experiences that harm both users and businesses.

This isn't just theoretical, we're seeing real-world consequences. Biased AI has led to resume screening tools that favor male candidates, facial recognition systems that perform poorly on darker skin tones, and language models that perpetuate harmful stereotypes. As AI becomes more deeply integrated into our digital experiences, addressing these biases isn't just an ethical imperative t's essential for creating products that truly work for everyone.

Why Does AI Bias Matter for UX?

For those of us in UX and product teams, AI bias isn't just an ethical issue it directly impacts usability, adoption, and trust. Research has shown that biased AI can result in discriminatory hiring algorithms, skewed facial recognition software, and search engines that reinforce societal prejudices (Buolamwini & Gebru, 2018).

When AI is applied to UX, these biases show up in several ways:

  • Navigation structures that favor certain user behaviors
  • Chatbots that struggle to recognize diverse dialects or cultural expressions
  • Recommendation engines that create "filter bubbles" 
  • Personalization algorithms that make incorrect assumptions 

These biases create real barriers that exclude users, diminish trust, and ultimately limit how effective our products can be. A 2022 study by the Pew Research Center found that 63% of Americans are concerned about algorithmic decision-making, with those concerns highest among groups that have historically faced discrimination.

The Root Causes of AI Bias

To tackle AI bias effectively, we need to understand where it comes from:

1. Biased Training Data

AI models learn from the data we feed them. If that data reflects historical inequities or lacks diversity, the AI will inevitably perpetuate these patterns. Think about a language model trained primarily on text written by and about men,  it's going to struggle to represent women's experiences accurately.

2. Lack of Diversity in Development Teams

When our AI and product teams lack diversity, blind spots naturally emerge. Teams that are homogeneous in background, experience, and perspective are simply less likely to spot potential biases or consider the needs of users unlike themselves.

3. Insufficient Testing Across Diverse User Groups

Without thorough testing across diverse populations, biases often go undetected until after launch when the damage to trust and user experience has already occurred.

How UX Research Can Mitigate AI Bias

At Optimal, we believe that continuous, human-centered research is key to designing fair and inclusive AI-driven experiences. Good UX research helps ensure AI-driven products remain unbiased and effective by:

Ensuring Diverse Representation

Conducting usability tests with participants from varied backgrounds helps prevent exclusionary patterns. This means:

  • Recruiting research participants who truly reflect the full diversity of your user base
  • Paying special attention to traditionally underrepresented groups
  • Creating safe spaces where participants feel comfortable sharing their authentic experiences
  • Analyzing results with an intersectional lens, looking at how different aspects of identity affect user experiences

Establishing Bias Monitoring Systems

Product owners can create ongoing monitoring systems to detect bias:

  • Develop dashboards that track key metrics broken down by user demographics
  • Schedule regular bias audits of AI-powered features
  • Set clear thresholds for when disparities require intervention
  • Make it easy for users to report perceived bias through simple feedback mechanisms

Advocating for Ethical AI Practices

Product owners are in a unique position to advocate for ethical AI development:

  • Push for transparency in how AI makes decisions that affect users
  • Champion features that help users understand AI recommendations
  • Work with data scientists to develop success metrics that consider equity, not just efficiency
  • Promote inclusive design principles throughout the entire product development lifecycle

The Future of AI and Inclusive UX

As AI becomes more sophisticated and pervasive, the role of customer insight and UX in ensuring fairness will only grow in importance. By combining AI's efficiency with human insight, we can ensure that AI-driven products are not just smart but also fair, accessible, and truly user-friendly for everyone. The question isn't whether we can afford to invest in this work, it's whether we can afford not to.

Learn more
1 min read

When Everyone's a Researcher and it's a Good Thing

Be honest. Are you guilty of being a gatekeeper? 

For years, UX teams have treated research as a specialized skill that requires extensive training, advanced degrees, and membership in the researcher club. We’re guilty of it too! We've insisted that only "real researchers" can talk to users, conduct studies, or generate insights.

But the problem with this is, this gatekeeping is holding back product development, limiting insights, and ironically, making research less effective.  As a result,  product and design teams are starting to do their own research, bypassing UX because they want to just get things done. 

This shift is happening, and while we could view this as the downfall of traditional UX, we see it more as an evolution. And when done right, with support from UX, this democratization actually leads to better products, more research-informed organizations, and yes, more valuable research roles.

The Problem with Gatekeeping 

Product teams need insights constantly, making decisions daily about features, designs, and priorities. Yet dedicated researchers are outnumbered, often supporting 15-20 product team members each. The math just doesn't work. No matter how talented or efficient researchers are, they can't be everywhere at once, answering every question in real-time. This mismatch between insight demand and research capacity forces teams into an impossible choice: wait for formal research and miss critical decision windows or move forward without insights and risk building the wrong thing.

Since product teams often don’t have the time to wait, teams make decisions anyway, without research. A Forrester study found that 73% of product decisions happen without any user input, not because teams don't value research, but because they can't wait weeks for formal research cycles.

In organizations where this is already happening (it’s most of them!) teams have two choices, accept that their research to insight to development workflow is broken, or accept that things need to change and embrace the new era of research democratization. 

In Support of  Research Democratization

The most research-informed organizations aren't those with the most researchers, they're those where research skills are distributed throughout the team. When Product Managers and Designers talk directly to users, with researchers providing frameworks and quality control they make more research-informed decisions which result in better product performance and lower business risk. 

When PMs and designers conduct their own research, context doesn't get lost in translation. They hear the user's words, see their frustrations, and understand nuances that don't survive summarization. But there is a right way to democratize, which not all organizations are doing. 

Democratization as a consequence instead of as an intentional strategy, is chaos. Without frameworks and support from experienced researchers, it just won’t work. The goal isn't to turn everyone into researchers, it's to empower more teams to do their own research, while maintaining quality and rigor. In this model, the researcher becomes an advisor instead of a gatekeeper and the researcher's role evolves from conducting all studies to enabling teams to conduct their own. 

Not all questions need expert researchers. Intercom uses a three-tier model:

  • Tier 1 (70% of questions): Teams handle with proven templates
  • Tier 2 (20% of questions): Researcher-supported team execution
  • Tier 3 (10% of questions): Researcher-led complex studies

This model increased research output by 300% while improving quality scores by 25%.

In a model like this, the researcher becomes more important than ever because democratization needs quality assurance. 

Elevating the Role of Researchers 

Democratization requires researchers to shift from "protectors of methodology" to "enablers of insight." It means:

  • Not seeking perfection because an imperfect study done today beats a perfect study done never.
  • Acknowledging that 80% confidence on 100% of decisions beats 100% confidence on 20% of decisions.
  • Measuring success by the "number of research-informed decisions made” instea dof the "number of studies conducted" 
  • Deciding that more research happening is good, even if researchers aren't doing it all.

By enabling teams to handle routine research, professional researchers focus on:

  • Complex, strategic research that requires deep expertise
  • Building research capabilities across the organization
  • Ensuring research quality and methodology standards
  • Connecting insights across teams and products
  • Driving research-informed culture change

In truly research-informed organizations, everyone has user conversations. PMs do quick validation calls. Designers run lightweight usability tests. Engineers observe user sessions. Customer success shares user feedback.

And researchers? They design the systems, ensure quality, tackle complex questions, and turn this distributed insight into strategic direction.

Research democratization isn't about devaluing research expertise, it's about scaling research impact. It's recognizing that in today's product development pace, the choice isn't between formal research and democratized research. It's between democratized research and no research at all.

Done right, democratization isn't the end of UX research as a profession. It's the beginning of research as a competitive advantage.

Learn more
1 min read

UX Masterclass: The Convergence of Product, Design, and Research Workflows

The traditional product development process is a linear one. Research discovers insights, passes the baton to design, who creates solutions and hands off to product management, who delivers requirements to engineering. Clean. Orderly. Completely unrealistic in today’s modern product development lifecycle.

Beyond the Linear Workflow

The old workflow assumed each team had distinct phases that happened in sequence. Research happens first (discover users problems), then design (create the solutions), then product (define the specifications), then engineering (build it). Unfortunately this linear approach added weeks to timelines and created information loss at every handoff.

Smart product teams are starting to approach this differently, collapsing these phases into integrated workflows:

  • Collaborative Discovery. Instead of researchers conducting studies alone, the product trio (PM, designer, researcher) participates together. When engineers join user interviews, they understand context that no requirement document could capture.
  • Live Design Validation. Rather than waiting for research reports, designers test concepts weekly. Quick iterations based on immediate feedback replace month-long design cycles.
  • Integrated Tooling. Teams use platforms where research data and insights across the product development lifecycle, from ideation to optimization, all live in the same place, eliminating information silos and making sure information is shared across teams.

What Collaborative Workflows Look Like in Practice 

  • Discovery Happens Weekly. Instead of quarterly research projects, teams run continuous user conversations where the whole team participates.
  • Design Evolves Daily. There are no waterfall designs handed off to developers, but iterative prototypes tested immediately with users.
  • Products Ship Incrementally. Instead of big-bang releases after months of development, product releases small iterations validated every sprint.
  • Insights Flow Constantly. Teams don’t wait for learnings at the end of projects, but access real-time feedback loops that give insights immediately.

In leading organizations, these collaborative workflows are already the norm and we’re seeing this more and more across our customer base. The teams managing it the best, are focusing on make these changes intentional, rather than letting them happen chaotically.

As product development accelerates, the teams winning aren't those with the best researchers, designers, or product managers in isolation. They're organizations where these teams work together, where expertise is shared, and where the entire team owns the user experience.

Seeing is believing

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