We spent Research Week in San Francisco listening, taking notes, and talking with the UX and market researchers, research managers, human factors engineers, research operations program managers, and product designers who gathered coast to coast. Sessions covered Advanced Market Research, Growth UXR, Great Research, AI and UXR, Up Up and Away!, and Moonshot Research.

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What are the key themes and insights that emerged from Research Week?

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• Product defines, marketing communicates,  business captures the value, and researchers are translators and connectors.
• Build a culture of influence because influence isn't a moment, it's a structure.
• The insights alone are not enough; it's how you deliver and socialize them that makes them stick.
• Nothing hits like good UX research: compelling clips, stats, and verbatims.
• AI is transforming workflows, enabling large-scale data processing so researchers can focus on high-value work.

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Practical takeaways to implement next week

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Know who you're translating for and what matters to them

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The gap in research most teams face right now is translation. Every function hears research differently. Each has a completely different "so what," as Apurva Luty puts it, so you need to respond and hear different ways, hearing data science in questions, design in critique, marketing in frameworks, engineering in constraints, and leadership in confidence. No one wants to hear: "we need to do more research”, but when you feel rushed for insights, you can always ask upfront if it’s a quick directional and recognize when you need more time for a comprehensive answer. 

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Building that bridge doesn’t mean you’re a gatekeeper. Rachel Ousley has seen democratizing access to data play out through more conversations and approaches with better questions.  Map your stakeholders' "so what" and foster an open line of communication because you are working towards the same goal in the end. 

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Design for a culture of influence

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Influence isn't a moment, it's a structure. Jess Holbrook breaks down direct influence versus indirect influence where direct influence is the central mechanism you present to senior leadership, and indirect influence is about setting the stage. Get ahead of it: know what your organization needs to understand in three months, six months, nine months, and how do we set ourselves up now to do that? 

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Build a culture of influence by giving credit loudly and often, saying people's names in the room by sharing wins and shoutouts. At Optimal, we do this through a celebrations Slack channel and quarterly value awards with open nominations through the company. Bring stakeholders, even ones you might not see eye-to-eye with upfront, into conversations where their perspective is genuinely valued, and anticipate what your team needs.

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Continue running thoughtful studies with your users

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The value of research is clear: to build better experiences, you must listen to the people who are using the product, service, the thing you’re making, and are affected by it. It is in discovery where you, well, discover what users actually want. As Andrew Chamberlain says, those hack projects and rapid prototypes can scale and become new products, and beyond that, research is how you elevate your brand and get invited into new spaces. 

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In discovery, know when to screen for behavior and when to screen for demographics. Maybe you’re looking at how people us mobile devices in homes, where one phone does not necessarily mean one owner or one user and in this case, your questions need to be framed openly and intuitively to get insight into your users’ mental models and actions, often different from your own, with people assigning different meanings to the same words. Nicole Naurath uses the example of asking “Do you share a device?” instead of, “How does someone else access this device?” to capture richer, more accurate insights into actual behavior.

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Treat delivery like it's part of the research

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Research reporting is socialization. Your decks don't have to change, but the artifacts around it do. A compelling clip, a sharp stat, a well-chosen verbatim – nothing hits like it. Nicole Zeng explains UX research as the thing that silences rooms, changes minds, and redirects roadmaps.

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Format your findings and discussion for the spaces people already work. Lauren Lin describes sharing insights as stackable and shareable clips on Slack as well as data cards that are downloadable as Figma components. 

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Use AI to buy back your time for the work that matters

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AI is enabling large-scale data processing that used to take months, which means you can spend less time in the weeds and more time on the work that moves the needle – the  judgment, translation, organizational, goal setting, and influence-building work. AI can handle the volume and scale of your data. However, everyone has a different comfort level with new tools. Nicole Zeng uses the analogy of a lake: maybe you’re diving in headfirst, maybe you’re watching from the shore, or maybe you’re paddling through the waves. 

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Break your workflow and explore novel ways of leveraging AI in UX research, then share out your findings and flows, because that's how we make progress as teams, get deeper customer insights, and ultimately make better decisions. It's why we're constantly evolving Optimal, and Optimal 3.0 is built for exactly this: helping product teams discover, validate, and continuously optimize user experiences that drive real business results.

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We're in an exciting time and it's moments like this when our industry comes together that we never forget. Stay connected with us on LinkedIn to get the latest updates on our upcoming events!

Every month we have informative “bite sized” presentations to add some inspiration to your day. These virtual events allow us to partner with amazing speakers, community groups and organizations to share their insights and hot takes on a variety of topics impacting our industry 🚀

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Do you want to learn ways to uplift qualitative researchers and value their skill sets as business assets?

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In an effort to make “data-driven” decisions, business leaders look to research for guidance. However, there is often an implicit priority for quantitative research over qualitative research.  Often, even if qualitative research is funded and the findings are valued, the qualitative researcher and their skill sets can feel under-appreciated at an organizational or business unit level.

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Let’s uplift the qualitative researcher and honor the craft of qualitative research as a transferable skill set. In this talk we will discuss: 

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• Theories about why business leaders have a hard time thinking about qualitative research findings as “data”
• Techniques for navigating the quant vs. qual conversation with non-research minded stakeholders — with an emphasis on not pitting research methods against each other.
• The importance of modeling qualitative researcher behaviors in other business contexts.
• How thinking like a qualitative researcher can close organizational gaps and aid in consensus building
• Tips for demonstrating the value of thinking and acting like qualitative researchers

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Jennifer Long

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Speaker Bio 🎤

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Jennifer is a business generalist with UX Research and Information Architecture chops. She spent six years at Factor, an Information Architecture Consulting Firm, where she most recently held the Chief of Staff role. Jennifer has an MBA, a certificate of UX design from School of Visual Concepts in Seattle, and Bachelor of Arts in Theatre. She strongly believes in building stakeholder consensus and adding depth to projects through careful exploration. She lives in Washington State near the U.S./Canadian border and loves hiking in the North Cascades with her family and their German Shepherd mutt.

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Take a seat, invite your colleagues and we hope to see you at our next UX Insider!

Every month we have fun and informative “bite sized” presentations to add some inspiration to your lunch break. These virtual events allow us to partner with amazing speakers, community groups and organizations to share their insights and hot takes on a variety of topics impacting our industry.

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Susanna Carman

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Speaker Bio 🎤

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Susanna Carman is a Strategic Designer and research practitioner who helps people solve complex problems involving services, systems, and human interactions. Specializing in design, leadership, and learning, Susanna brings a high-value toolkit and herself as a Thinking Partner to design leadership and change practitioners who are tasked with delivering sustainable solutions amidst disruptive conditions. 

Susanna holds a Master of Design Futures degree from RMIT University. She has over a decade of experience delivering business performance, cultural alignment, and leadership development outcomes to the education, health, community development, and financial services sectors. She is also the founder and host of Transition Leadership Lab, a nine-week learning lab for design, leadership, and change practitioners who already have a sophisticated set of tools and mindsets but still feel these are insufficient to meet the challenge of leading change in a rapidly transforming world.

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Grab your lunch, invite your colleagues and we hope to see you at our next Lunch n’ Learn! 🥪

Have you ever used a self-service checkout at the supermarket, or scanned your own bags onto the belt at the airport? As much as these interactions seek to follow the same principles we apply to web and mobile interactions, often there comes a point where we need to improvise and come up with novel ways to apply what we know in a new context.

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In this talk, we’ll explore what happens when the things we take for granted as digital designers go out the window and how you can adapt your design to the different needs of ‘phygital’ interactions.

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Every month we have fun and informative “bite sized” presentations to add some inspiration to your lunch break. These virtual events allow us to partner with amazing speakers, community groups and organizations to share their insights and hot takes on a variety of topics impacting our industry.

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Caitlin Pilcher and Ben McCarthy

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Speaker Bios 🎤

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Caitlin Pilcher is a digital experience designer driven by the belief people have a critical role to play in tackling the challenges we face today and building the world we want to see tomorrow. Her background in industrial and digital design has allowed her to investigate how people interact with both physical and digital environments, developing a keen interest in how we can design the space in between. Her work seeks to deeply understand and has focused on exploring complex problems with a sense of curiosity to create simple, human-centred solutions that work towards bringing exciting possible futures to life.

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Ben McCarthy is driven to create incredibly positive outcomes for both people and the planet and speed up the inevitable transition to a low carbon future. Ben unpacks the complexity of human-centred systems to aid others in achieving this, looking for key interactions we have with each other, our services, and our institutions to unlock our ability to make the most meaningful change. Ben is unafraid of using novel and proven methods to tackle the most significant societal and environmental challenges we face today.

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Grab your lunch, invite your colleagues and we hope to see you at our next Lunch n’ Learn! 🥪

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

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

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

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The main topics for the discuss were: 

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

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

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1. The current state of UX maturity and value
   • Many UX teams don’t measure the impact of UXR on core business metrics and there were more attendees who are not measuring the impact of their work than those that are measuring it. 
   • Alex & Ella discussed with the attendees the current state of UX research maturity and the ability to prove value across different organizations represented in the room. Most organizations were still early in their UX research maturity with only 5% considering themselves advanced in having research culturally embedded.

2. Defining and proving the value of UX research
   • The industry doesn’t have clear alignment or understanding of what good measurement looks like. Many teams don’t know how to accurately measure UXR impact or don’t have the tools or platforms to measure it, which serve as core roadblocks for measuring UXRs’ impact. 
   • Alex and Ella discussed challenges in defining and proving the value of UX research, with common values being getting closer to customers, innovating faster, de-risking product decisions, and saving time and money. However, the value of research is hard to quantify compared to other product metrics like lines of code or features shipped.

3. Measuring and advocating for UX research
   • When teams are measuring UXR today there is a strong bias for customer feedback, but little ability or understanding about how to measure impact on business metrics like revenue. 
   • The most commonly used metrics for measuring UXR are quantitative and qualitative feedback from customers as opposed to internal metrics like stakeholder involvement or tieing UXR to business performance metrics (including financial performance). 
   • Attendees felt that in organizations where research is more embedded, researchers spend significant time advocating for research and proving its value to stakeholders rather than just conducting studies. This included tactics like research repositories and pointing to past study impacts as well as ongoing battles to shape decision making processes. 
   • One of our attendees highlighted that engaging stakeholders in the process of defining key research metrics prior to running research was a key for them in proving value internally. 

4. Relating user research to financial impact
   • Alex and Ella asked the audience if anyone had examples of demonstrating financial impact of research to justify investment in the team and we got some excellent examples from the audience proving that there are tangible ways to tie research outcomes to core business metrics including:
   • Calculating time savings for employees from internal tools as a financial impact metric. 
   • Measuring a reduction in calls to service desks as a way to quantify financial savings from research.

5. Most attendees recognise the value in embedding UXR more deeply in all levels of their organization - but feel like they’re not succeeding at this today. 
   • Most attendees feel that UXR is not fully embedded in their orgnaization or culture, but that if it was - they would be more successful in proving its overall value.
   • Stakeholder buy-in and engagement with UXR, particularly from senior leadership varied enormously across organizations, and wasn’t regularly measured as an indicator of UXR value 
   • In organizations where research was more successfully embedded, researchers had to spend significant time and effort building relationships with internal stakeholders before and after running studies. This took time and effort away from actual research, but ended up making the research more valuable to the business in the long run. 

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

Every month we have fun and informative “bite sized” presentations to add some inspiration to your lunch break.  These virtual events allow us to partner with amazing speakers, community groups and organizations to share their insights and hot takes on a variety of topics impacting our industry. 

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Join us at the end of every month for Lunch n' Learn. 🌯

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Torrey Podmajersky

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A lot goes into good content design (AKA UX writing), but what exactly is that "lot" made up of? Torrey Podmajersky tackled the question with research: What are the skills content designers use in their roles? Torrey's research uncovered 94 skills, and her open survey gathered results from every economic region of the globe, surveying more than 800 people in its first month. The insights into the core skills of content design, combined with the impacts that can be made with those skills, are helping designers make better products by investing in the right efforts.

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Speaker Bio 🎤

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Torrey Podmajersky is the president of Catbird Content and author of the bestselling book Strategic Writing for UX. Torrey helps teams solve business and customer problems using UX and content. She has consulted on and created inclusive and accessible consumer and professional experiences for Fortune 500s and startup clients in consumer, B2B, and enterprise software spaces, including Google, OfferUp, and Microsoft.

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Grab your lunch, invite your colleagues and we hope to see you at our next Lunch n’ Learn! 🥪