135 - “No Time for That:” Enabling Effective Data Product UX Research in Product-Immature Organizations
Jan 23, 2024
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In this episode, Brian T. O'Neill chats with Steve Portigal, Principal of Portigal Consulting and the Author of Interviewing Users. They discuss the changes in user research over the past 10 years. They explore the best practices for implementing effective data product UX research, emphasizing the importance of understanding the business value and not just having a list of research questions. They provide role-play examples and discuss the impact of taking imperfect action towards user research. Overall, they highlight the value of user research in driving data product adoption and business value.
Updating the book on interviewing users provides more clarity and better guidance based on new insights and approaches in user research.
The evolving context of user research includes an increase in in-house research teams, emphasis on research operations, and the integration of research within organizations.
Aligning the business challenge with research questions is essential for tailoring research initiatives and ensuring actionable insights.
Deep dives
The Importance of Updating a Book
In this podcast episode, Steve Portugal discusses why he decided to publish a second edition of his book on interviewing users. He explains that over the years, new insights and approaches have emerged in user research, allowing for a deeper understanding of the topic. By updating the book, he aims to provide more clarity and better guidance based on his own experiences and the lessons learned from others in the field.
Changing Context of User Research
Portugal highlights the evolving context in which user research is conducted. He explains that there has been a significant increase in in-house research teams within organizations, with more focus on formalizing processes, setting goals, and addressing legal compliance issues. Additionally, there is a growing emphasis on activating research findings to influence decision-making. These changes have expanded the importance of research operations and highlighted the need for understanding how to integrate research effectively within organizations.
Understanding the Business Challenge and Research Questions
The podcast explores the significance of aligning the business challenge with the research questions. Portugal emphasizes the importance of clearly defining what needs to be discovered through research and how it relates to solving business problems. He encourages a collaborative approach where stakeholders and researchers can work together to identify the key issues, set research goals, and address any misconceptions or assumptions. By understanding the challenge and research questions, organizations can better tailor research initiatives and ensure they lead to actionable insights.
Navigating Conversations with Skeptical Stakeholders
The episode delves into strategies for engaging skeptical stakeholders who may question the value of user research. Portugal suggests a consultative approach that focuses on highlighting the benefits and addressing concerns. By demonstrating how research can provide valuable insights, align teams, and mitigate risks associated with building products based on assumptions, stakeholders may become more open to the process. Providing clear communication, involving stakeholders in the research process, and sharing synthesized findings can help build trust and facilitate more effective collaboration.
Uncovering Insights and Challenging Mental Models
The podcast discusses the power of research in uncovering unexpected insights and challenging mental models. Portugal shares an example of a consumer product where research revealed mismatches between how users and the development team perceived the product. Through interviews and observation, the researchers gained a deeper understanding of users' mental models, allowing the team to rearchitect the product, rethink its language, and improve its packaging. The story highlights the transformative potential of research in aligning product design with user needs and enhancing the overall user experience.
This week, I’m chatting with Steve Portigal, who is the Principal of Portigal Consulting and the Author of Interviewing Users. We discuss the changes that prompted him to release a second version of his book 10 years after its initial release, and dive into the best practices that any team can implement to start unlocking the value of data product UX research. Steve explains that the key to making time for user research is knowing what business value you’re after, not simply having a list of research questions. We then role-play through some in-depth examples of real-life experiences we’ve seen from both end users and leadership when it comes to implementing a user research strategy. Thhroughout our conversation, we come back to the idea that even taking imperfect action towards doing user research can lead to increased data product adoption and business value.
Highlights/ Skip to:
I introduce Steve Portigal, Principal of Portigal Consulting and Author of Interviewing Users (00:38)
What changes caused Steve to release a second edition of his book (00:58)
Steve and I discuss the importance of understanding how to conduct effective user research (03:44)
Steve explains why it’s crucial to understand that the business challenge and the research questions are two different things (08:16)
Brian and Steve role-play a common scenario that comes up in user research, and Steve explains an optimal workflow for user research (11:50)
The importance of provocation in performing user research (21:02)
How Steve would handle a situation where a member of leadership is preventing research being done with end users (24:23)
Why a consultative approach is valuable when getting buy-in for conducting user research (35:04)
Steve shares some of the major benefits of taking imperfect action towards starting user research (36:59)
The impact and value even easy wins in user research can have (42:54)
Steve describes the exploratory nature of user research and how to maximize the chance of finding the most valuable insights (46:57)
Where you can connect with Steve and get a copy of v2 of his book, Interviewing Users (49:35)
Quotes from Today’s Episode
“If you don’t know what you’re doing, and you don’t know what you should be investing effort-wise, that’s the inexperience in the approach. If you don’t know how to plan, what should we be trying to solve in this research? What are we trying to learn? What are we going to do with it in the organization? Who should we be talking to? How do we find them? What do we ask them? And then a really good one: how do we make sense of that information so that it has impact that we can take away?” — Steve Portigal (07:15)
“What do people get [from user research]? I think the chance for a team to align around something that comes in from the outside.” – Steve Portigal (41:36)
On the impact user research can have if teams embrace it: “They had a product that did a thing that no one [understood], and they had to change the product, but also change how they talked about it, change how they built it, and change how they packaged it. And that was a really dramatic turnaround. And it came out of our research, but [mostly] because they really leaned into making use of this stuff.” – Steve Portigal (42:35)
"If we knew all the questions to ask, we would just write a survey, right? It’s a lower time commitment from the participant to do that. But we’re trying to get at what we don’t know that we don’t know. For some of us, that’s fun!" – Steve Portigal (48:36)