UI / UX Design

Creating a UX Research System with Airtable

August 5, 2020

Fresh recently worked with a large organization that was changing its product design process and was looking to us to advocate for design-led development. During our collaboration, we created design systems to standardize the organization’s design language – a codified system of stylistic guidelines – across their suite of products.

Before our collaboration, their designers worked in silos and emphasizing the “user’s voice” was often overlooked. User research was not documented nor carried through to the relevant teams, with insights being lost in the minds of the designers or in presentations that were never consumed. The company decided to ensure that future product decisions would be informed by insights from user research.

The key challenge, which is common in the industry, was that the qualitative data was seldom seen or visualized. How do you ensure that, if you’re investing in research, people are actually using the data? How do you create a composite picture of the user in a way that fosters empathy from stakeholders?

Our task was to provide a tool that made the data tangible and accessible across a growing organization.

Cultivating Raw Data and Making it Visible

Creating a research system that could scale across the organization’s ecosystem of products and services was a win-win situation. Not only did it allow us to help the organization, but it also allowed us to improve our internal research processes.

Our research efforts outside of this project faced the same challenge: clients seldom saw value in the work we were doing behind the scenes because research simply isn’t as exciting as visual design, interactivity, or any number of other design industry practice areas. Research insights are difficult to illustrate and even more difficult for stakeholders to consume. But for all of our clients, strategic insights about their business, products, and/or services serve as the essential building blocks for a sophisticated design language system (DLS), which inform design work. Without a research-based DLS, creating a stylistically consistent suite of products that appeals to the end-user is much more difficult. So, investing time in creating a tool to ensure that designers, researchers, and stakeholders see the data was an opportunity worth pursuing.

We set out with the objective of making abstract data tangible, accessible, and usable, taking inspiration from WeWork’s Polaris System. The concept underlying Polaris is bite-sized “Research Nuggets,” which can be easily pulled from a central database.

We ended up using Airtable to create our system given its deep capabilities, including unique field types, customizable views, and the ability to link data between tables. Compiling observations from user testing into a singular database, grouping them thematically, and creating different views depending on the end goal of the person viewing the data was easier than ever.

Ultimately, Airtable enabled us to take raw data and make it visible. We created a system for synthesizing research – hundreds of hours of interviews and insights – so that it could be used to tell a story about what the organization’s customers needed.

AirTable: “Seeing is Believing”

A well-told, data-supported story can be enough to convince even the most obstinate of stakeholders to take action, but convincingly arranging the plot points is a challenge when there’s so much research material to make sense of.

We took the “seeing is believing” philosophy, where insights from user research were presented as bite-sized, tangible, and accessible nuggets of information that the organization’s stakeholders could easily understand. These nuggets served as research vignettes: vivid, compelling examples of user pain points and desires.

Our primary motivation was to make sure that the user’s voice was never skewed and that it was represented in its purest form.

Stored snippets of transcripts, audio clips, and video clips served as the “voice of the user.” If a stakeholder needed an exact quote from a user – as if they were in the interview themselves – it was one click away. Each snippet of information was linked to a business goal, persona, product feature, or a design action item, making the data even more usable.

Directors were equipped with an easy-to-navigate dashboard to pull insights from when seeking buy-in. Stakeholders, Product Managers, and designers alike could finally understand the “why” behind the initiative, with everyone on the same page.

To enable stakeholders to track and differentiate insights based on user personas, we tagged and stored each participant’s information. Directors could obtain a high-level view or do a granular deep dive. We also solved the problem of organizing multiple rounds of user tests by tagging each insight to the session that surfaced it.

Points of View: A Multi-Dimensional Perspective on Data

Airtable’s variety of views made it easy to consume different pieces of information, such as the Gallery view (with powerful filters that made it easy to dig through insights) and the Kanban view (that organized data according to different codes/tags).

The Search lock feature made it easy to query multiple sources of information such as surveys conducted through Optimal Workshops, remote interviews, or moderated usability tests conducted with Validately.

“Views” make data visible and accessible in meaningful ways: with a quick pivot, stakeholders can see what happened in a different session at a glance, linking specific insights to sessions and users.

The Search lock feature made it easy to query multiple sources of information such as surveys conducted through Optimal Workshops, remote interviews, or moderated usability tests conducted with Validately.

“Views” make data visible and accessible in meaningful ways: with a quick pivot, stakeholders can see what happened in a different session at a glance, linking specific insights to sessions and users.

We were even able to auto-populate well-designed presentations. This made it easy to scan through the takeaways or print them for later reading. We added tags to track the status of insights, making sure those rendered obsolete over time weren’t surfaced but were still available for historical reference. We used 2×2 matrices to visualize insights across design tasks or personas.

Creating a Single Source of Truth

The most powerful capability was that directors could link pieces of information together and easily pivot between them. Seeing the same information in different ways enriches perspective – in this organization’s case, it helped them derive strategic insights that would otherwise have been lost in a sea of unusable data. But for stakeholders who wanted to review the actual transcripts, they were stored and easily searchable.

Our solution – one source of truth for all product insights – provided both a high-level summary and the ability to easily view granular information/. The added work for such thorough documentation might sound intimidating, but we measured that it took less than 10 hours extra to compile everything.

Fresh Process, Fresh Insights

Our partnership changed the way the organization looked at their product and led to a larger strategic initiative that would help deliver more value to their clients. Each time there was a conversation around a product decision, the team can pull up insights in real-time and guide conversations.

Fresh’s researchers have started to become more streamlined in how we estimate our research efforts, design interviews, create test plans, and document insights, and it’s thanks in large part to the capabilities provided by Airtable. Now that we can frame data in a tangible, accessible, and usable way, we can provide that same service to our clients.

Whitepaper

Resources

Methods of Information Architecture

Download

Methods of UX Analysis

Download

Methods of UX Testing

Download

You might also like...

22

Sep.

Discussing UX Design: 11 Fundamental Terms You Should Know

UX research and design is about understanding people and designing experiences. Getting to the finished product is a journey with research, analytics, testing informing, and validating the design work. But to effectively communicate with colleagues and clients about your work, it is critical to understand the surrounding vocabulary. There are many different methods, theories, tools, … Continued

...continue reading

6

Aug.

Utilizing UX Research to Measure Design Success

Before the COVID-19 outbreak, I got a chance to join a UX research session held by Agoda, Asia Pacific’s most influential global online reservation provider for hotels, vacation rentals, and flights. They also happen to be one of our clients, who we do WordPress development for. One of our operating team values at Fresh is … Continued

...continue reading

4

Aug.

Toy Story: Using Small Toys to Demonstrate Big Concepts

Our Clients had a problem: “How can we showcase our turnkey solution for autonomous Solar Site installations, some spanning over 120,000 square feet of land, in the relatively small space of a convention hall room?” Our response was simple: “Miniaturize the solution.” As consultants, it’s our job to provide simple solutions to hard problems, but … Continued

...continue reading