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Insights Unlocked

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Dec 19, 2024 • 27min

Creative UX research solutions in fintech: insights from Tide

Episode web page: https://bit.ly/3VNnj2G-----------------------Rate Insights Unlocked and write a reviewIf you appreciate Insights Unlocked, please give it a rating and a review.Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day.-----------------------In this episode of Insights Unlocked, host Kerry Johnstone welcomes Veronica Bogdacenco, Channel and Optimization Manager at Tide, a leading UK-based fintech company. Veronica shares her expertise in blending marketing insights with UX strategies to create seamless and effective user experiences. She delves into the challenges of maintaining agility in a fast-growing company, creative approaches to user testing, and how AI is reshaping UX research.From her innovative weekend testing methods to leveraging in-app notifications for user feedback, Veronica provides actionable tips for product teams navigating growth and tight deadlines. She also highlights the importance of quick, iterative research to de-risk decisions and ensure clarity in regulated industries like finance. Whether you're a UX researcher, product manager, or designer, this episode is packed with practical advice for building user-centric products efficiently.What You’ll Learn in This Episode: Blending Marketing and UX: How to use qualitative and quantitative data for deeper customer insights. Maintaining Agility in a Growing Organization: Veronica’s methods for decentralizing UX research and streamlining processes. Innovative Testing Techniques: The power of weekend tests, external testers, and in-app notifications to gather feedback without disrupting workflows. AI in UX Research: How AI can enhance UX processes by automating tasks like feedback summaries and detecting emotional responses. Working in Regulated Industries: Key considerations for ensuring clarity and transparency in customer-facing designs. Scaling UX Practices: Strategies to embed UX testing into workflows as teams and product portfolios expand.
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Dec 16, 2024 • 39min

Rethinking UX with the many “Many Wizards of Oz” approach with Sam Howard

Episode web page: https://bit.ly/3OQ2f80-----------------------Rate Insights Unlocked and write a reviewIf you appreciate Insights Unlocked, please give it a rating and a review.Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day.-----------------------Show NotesIn this episode of Insights Unlocked, host Blair Fraser sits down with Dr. Sam Howard, Head of UX at Curio, to explore how AI is transforming the way people consume news. From Sam’s unique career journey—from academia to consulting to leading UX at a forward-thinking company—to Curio's mission of fixing fragmented and overwhelming news experiences, this conversation dives into the heart of user-centric design and AI innovation.Discover how Curio balances cutting-edge AI with trusted sources to deliver meaningful solutions, the challenges of creating archetypes in a rapidly evolving tech landscape, and why robust discovery research is more critical than ever. If you’re a UX researcher, designer, or product leader navigating the intersection of user experience and AI, this episode is packed with actionable insights and forward-thinking strategies.Key Themes & Highlights: The Power of User-Centered Design: Why embedding user insights at the start of product design leads to better outcomes. Sam’s approach to understanding and addressing user frustrations with traditional news platforms. AI in UX Research: How Curio blends AI personalization with reliable sources to maintain trust. The "Many Wizards of Oz" method: A groundbreaking approach to simulating AI experiences in user research. Tackling Behavioral Archetypes: Why Curio focuses on early adopters and behavioral archetypes instead of rigid personas. Addressing news avoidance and user anxiety through design thinking. Driving Impact in Organizations: How to align qualitative user research with quantitative data to influence stakeholders. Using video storytelling as a tool for fostering empathy and buy-in from business leaders. Future of UX and AI: The need to evolve UX methodologies for non-linear, AI-driven user journeys. Balancing transparency and value when communicating AI’s role to end users.
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Dec 9, 2024 • 42min

Why central repositories are key to scaling research with Kate Towsey

Episode web page: https://bit.ly/3Vlc2q8-----------------------Rate Insights Unlocked and write a reviewIf you appreciate Insights Unlocked, please give it a rating and a review.Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day.-----------------------Episode show notesIn this episode of Insights Unlocked, host Lija Hogan speaks with Kate Towsey, a leading voice in research operations, author of Research That Scales, and founder of the Cha-Cha Club for research ops professionals. Kate takes us through her fascinating journey to becoming a trailblazer in research operations. Along the way, she highlights the transformative power of systems thinking and strategic scaling in the evolving field of research.What You’ll Learn in This Episode:The Evolution of Research Ops: How research operations has grown from an overlooked role to a critical component of organizational strategy. Why nuanced job descriptions and specialized roles are becoming the norm in research ops. Scaling Research with Systems Thinking: The importance of scalable systems that create value efficiently rather than simply expanding headcount. How strategic thinking can prioritize impactful research aligned with organizational goals. Building Trust and Embedding Culture: Why trust is foundational for research outcomes to be accepted and acted upon. The cultural impact of well-integrated research tools and practices on organizational learning. Knowledge Management in Research: The contrast between collaborative "campfires" of learning and structured libraries for long-term access and utility. Practical advice for implementing effective research knowledge management strategies. The Role of AI in Research:How AI can enhance research operations, provided organizations foster trust in these technologies.
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Dec 2, 2024 • 39min

How Mozilla balances familiarity and innovation in UX design

Episode web page-----------------------Rate Insights Unlocked and write a reviewIf you appreciate Insights Unlocked, please give it a rating and a review.Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day.-----------------------Show NotesJoin host Mike McDowell as he welcomes Ludwig Fichte, Staff User Researcher, and Aarjav Pandya, Senior Product Designer, both from Mozilla, to explore the fascinating world of UX research and its impact on product design. In this episode, they break down Mozilla’s approach to user research and benchmarking studies, revealing how insights drive innovation for Firefox Mobile and beyond.What You’ll Learn in This Episode How UX Research Shapes Product Design: Discover the critical role research plays in creating intuitive, user-friendly designs and how Mozilla translates insights into action. Benchmarking in Action: Learn how Mozilla compares Firefox to competitors like Chrome, Safari, and Brave, and how task-based benchmarking reveals areas for improvement. Designing for Familiarity and Innovation: Hear how Mozilla balances maintaining familiar design patterns with pushing the boundaries of usability. The Iterative Nature of UX: Explore why UX research is never "finished" and how continuous testing helps adapt to evolving user needs. Episode Links: Download Firefox – Experience the latest in browser innovation. Mozilla Blog – Stay updated on Mozilla’s projects and initiatives. Acorn Design System – Dive into Firefox's design approach. Research at Mozilla – Explore Mozilla’s research-focused initiatives. Ludwig Fichte on LinkedIn Aarjav Pandya on LinkedIn Mike McDowell on LinkedIn
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Nov 25, 2024 • 43min

How Givelify’s loyalty program inspires consistent giving

In this episode of Insights Unlocked,UserTesting’s Sean Treiser sits down with Neeraj Ramesh, Executive Producer of Giving Experiences at Givelify, a mobile and online platform for charitable donations that has empowered over 1.5 million people to give more than $5 billion to causes they care about. Neeraj shares the story of Givelify’s journey from a simple idea sparked in church to a powerful tool reshaping the future of giving.Together, they explore the strategies and philosophies that make Givelify stand out, from leveraging user feedback to creating features that genuinely connect with the emotional and practical needs of donors. Neeraj discusses how Givelify listens to its users to develop features that foster trust and encourage consistent giving, all while balancing the needs of donors and charitable organizations.Key Themes: The Birth of Givelify: Givelify’s origin story is rooted in a moment of missed opportunity and inspiration, sparking the idea of a platform that would make charitable giving easy and accessible for anyone with a mobile device. User-Centered Design and Trust: Givelify puts donor trust at the forefront, emphasizing data security, transparent processes, and visual cues like familiar faces to help donors feel safe and assured in their giving. Emotional Connection in UX: Givelify’s approach goes beyond technical ease; they aim to create an experience that captures the “warm glow” of giving, ensuring donors feel positive and connected with each gift. Innovation in loyalty programs: Neeraj introduces Champions of Good, the first loyalty program in the giving sector, which rewards donors for consistent giving. The feature encourages engagement based on frequency rather than amount, supporting people’s desire to give at their own pace. Iterative development with user feedback: Givelify uses insights from UserTesting to understand both new and familiar users, continuously refining features to serve donors better. Testing has revealed valuable insights, such as the potential pitfalls of certain features like “Giving Streaks,” which needed careful adjustment to avoid discouraging users. Balancing stakeholder needs: Neeraj emphasizes the importance of prioritizing donors, even as Givelify works with a wide range of stakeholders, from religious organizations to nonprofits. Features are designed to empower donors while keeping the act of giving meaningful and fulfilling.
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Nov 18, 2024 • 36min

Creating new campfire moments: how the BBC designs for inclusivity

Episode web page-----------------------📢📣 NEW REPORT 📣📢Are you wondering how people really feel about generative AI chatbots like ChatGPT? How are they being used in business? How are they changing productivity? What makes AI chat attractive or unattractive to users? And what does it all mean for a company building AI features? Check out our new global AI benchmark study, including a survey, a user shootout between the four top AI chatbots, and video of AI users sharing how they feel. The study included Australia and Singapore, so you’ll get results that are specific to our part of the world.Get your copy now >>> Generative AI chatbots: overhyped but still underestimated-----------------------Rate Insights Unlocked and write a reviewIf you appreciate Insights Unlocked, please give it a rating and a review.Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day.-----------------------Show NotesIn this episode of Insights Unlocked, UserTesting’s Blair Fraser dives into a fascinating discussion with Emma Whitby and Aleks Gojkovic from the BBC's User Experience and Design (UX&D) team. Emma and Aleks share insights from their work on a project designed to help one of the BBC’s most valued audiences—retirees—transition from traditional broadcast services to digital platforms. They reveal how combining empathy-driven UX research with big data insights has led to a deeper understanding of this generation's unique challenges and needs, and discuss the innovative storytelling and design approaches that help build inclusive, accessible digital experiences.Key Themes Discussed: Designing with empathy for retirees in a digital world Emma and Aleks share how they approached researching a user group that has long relied on broadcast services. Through community interactions and storytelling, they uncovered the daily reliance this audience places on TV and radio for structure, connection, and companionship. Emma and Aleks reveal how this research influenced their approach to human-centered design for a traditionally underserved audience. The power of storytelling in UX research UX research at the BBC goes beyond data points—Emma and Aleks highlight the importance of empathy and storytelling to convey user needs. They explain how using narrative alongside data helped them capture the attention of stakeholders and build emotional connections, transforming research findings into actionable insights. Using big data to drive strategic decisions Aleks discusses the role of big data in understanding and validating the significance of retirees as a core BBC audience. By blending quantitative data with qualitative insights, the UX&D team was able to highlight business opportunities and challenge common biases, underscoring how inclusive design can drive both user satisfaction and business success. Innovative collaboration with the BBC’s Blue Room Learn how the UX&D team partnered with the BBC’s Blue Room, a tech demo lab, to bring their insights to life through 3D digital recreations of retirees' living spaces. These interactive exhibits provide stakeholders with a firsthand look at the accessibility challenges retirees face, sparking innovation in designing user-friendly digital services. Shaping the future of inclusive design at scale Emma and Aleks discuss the ongoing impact of their project across the BBC, which has inspired collaboration and changes in product strategies. They share how, by focusing on retirees’ needs, they are challenging assumptions and advancing inclusive design practices that resonate with diverse audiences. Episode Links: BBC’s Global Experience Language (GEL) BBC What is UX&D? BBC UX&D on LinkedIn Aleks Gojkovic on LinkedIn Blair Fraser on LinkedIn
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Nov 11, 2024 • 32min

Transforming customer experience with responsible AI strategy with Sharbani Dhar

Episode web page-----------------------Rate Insights Unlocked and write a reviewIf you appreciate Insights Unlocked, please give it a rating and a review.Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day.-----------------------Show NotesIn this episode, we welcome Sharbani Dhar, a leading voice in customer experience design and founder of dotinfinity. She joins host Louis Granger to discuss the evolving role of design and AI in shaping meaningful customer journeys. With a career rooted in UX leadership, Sharbani brings a strategic, customer-first approach to AI, moving beyond the common “tech-first” mentality that often misses the mark on delivering real business value.Sharbani shares how dotinfinity was founded on the idea that design and research should be central to solving complex customer challenges, not just surface-level enhancements. She highlights the Responsible AI Canvas her team developed, which guides organizations in responsibly adopting AI with a human-centered lens. The conversation covers actionable insights into aligning AI with core business goals, the importance of employee engagement, and why effective AI implementation requires a focus on problem-solving, not just technology.Key themes and ideas:1. Moving from transactional design to strategic influence Sharbani explains how design and research are often undervalued, perceived as transactional rather than strategic. She advocates for the integration of design as a driver of business outcomes and deeper customer connections. Quote: "It’s not just about making things look good – it’s about creating meaningful experiences that shape customer journeys and drive business results." 2. Responsible AI adoption: human-centric, problem-first AI implementation is more than adopting the latest tech trends; it requires a problem-first approach to identify where AI can genuinely solve challenges and deliver ROI. Sharbani introduces her team's Responsible AI Canvas, a three-step framework that helps organizations assess AI readiness, align technology with KPIs, and execute responsibly. Tip: Align AI initiatives with real organizational goals and assess readiness across people, infrastructure, and governance. 3. Building an AI-empowered workforce AI implementation requires both the right tech and the right people. Sharbani stresses training and workforce alignment, so employees not only support AI initiatives but grow with them. The episode highlights Australian government guidelines that Infinity follows: Responsible AI Training, Data & Governance Training, and Diversity & Fairness Training, each critical to minimizing biases and fostering ethical AI. 4. Effective metrics beyond NPS Sharbani shares her skepticism of Net Promoter Score (NPS) as a metric, noting it often fails to capture real customer satisfaction or journey pain points. Instead, she advocates for metrics that reflect customer engagement, trust, and brand loyalty. Quote: “NPS tells us how likely customers are to recommend a product, but it doesn’t reveal the whole story.” 5. Ecosystem thinking in AI implementation A siloed approach to AI often limits its potential impact. Sharbani advises organizations to adopt ecosystem thinking, which includes partnerships and integration across customer journeys. She shares a compelling example of a Canadian health insurer collaborating with supermarkets to reward healthy customer behaviors through AI. Takeaway: Look for opportunities to integrate AI solutions within a broader ecosystem that aligns with customers’ lives. Episode Links: dotinfinity’s Responsible AI Canvas Sharbani Dhar on LinkedIn dotinfinity website The Casks and Convos podcast
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Nov 4, 2024 • 46min

Mastering UX research: from analysis to actionable insights with Steve Portigal

Episode web page-----------------------Rate Insights Unlocked and write a reviewIf you appreciate Insights Unlocked, please give it a rating and a review.Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day.-----------------------Show NotesIn this episode of Insights Unlocked, we sit down with Steve Portigal, a seasoned user researcher, author, and host of the Dollars to Donuts podcast, to discuss how the field of user research has evolved over the past 20 years. Steve shares his unique perspective on the significant changes that have shaped the industry, from the rise of in-house research teams to the impact of remote work on research methodologies. He also delves into the crucial difference between analysis and synthesis in research and offers practical advice for improving research outcomes. Whether you’re a new researcher or a seasoned expert, Steve’s insights will help you navigate the dynamic and sometimes challenging world of UX research.Key Themes and Ideas: The Growth of User Research: Steve reflects on how user research has grown from a niche, obscure practice to a well-established community of professionals. This growth has led to increased knowledge sharing through conferences, books, meetups, and podcasts, creating a stronger foundation for collective learning and debate. The Shift from Agencies to In-House Research Teams: One of the biggest shifts Steve discusses is the transition from research being outsourced to agencies and consultants to now being managed by in-house teams. While this change has brought research closer to the core of business decisions, it has also altered the dynamics of advocacy and how researchers communicate findings within organizations. The Impact of Remote Work and Research: With the rise of remote work, especially during the pandemic, remote research has become the default method. While this has expanded opportunities for inclusion and collaboration, Steve cautions that the loss of in-person interactions may limit researchers' ability to fully understand user behaviors and experiences. The Importance of Synthesis in Research: Steve emphasizes the often-overlooked distinction between analysis and synthesis in research. While analysis involves breaking down information, synthesis requires recombining that data into new insights and frameworks that can drive innovation. Steve provides tips on how researchers can improve their synthesis process by allowing time for deeper exploration and collaboration. Practical Advice for New Researchers: For those new to the field, Steve encourages embracing the growing community of UX researchers. He suggests seeking mentorship, engaging in networking, and experimenting with different ways of participating in the community, whether through writing, podcasts, or small peer groups. Looking Ahead: The Future of Research-Led Companies: Steve offers a thought-provoking idea about the possibility of research-led companies emerging in the future. He imagines a world where research isn’t just a service within organizations but a driving force behind product and service innovation. Episode Links: Steve Portigal’s Books: Interviewing Users and Doorbells, Danger, and Dead Batteries Dollars to Donuts Podcast Discount Code for Interviewing Users: Use "UNLOCKED" at checkout on Rosenfeld Media for 10% off Steve's Website LinkedIn
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Oct 28, 2024 • 37min

How women’s health app Clue uses jobs to be done for product success

Episode web page-----------------------Rate Insights Unlocked and write a reviewIf you appreciate Insights Unlocked, please give it a rating and a review.Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day.-----------------------Show NotesPodcast Episode: Understanding User Needs with Rhiannon White, Chief Product Officer at ClueIn this episode of the Insights Unlocked podcast, host Kerry Johnstone from UserTesting sits down with Rhiannon White, the Chief Product Officer at Clue, a women's health app with over 10 million users globally. Rhiannon shares her journey from political marketing and roles at BBC to leading product development at Clue, offering a unique perspective on how diverse experiences shape great product leadership.Key Themes: Career Journey and Curiosity About People: Rhiannon discusses her eclectic career and the common thread of curiosity about human behavior that has driven her work. Whether in marketing or product management, understanding people’s needs, problems, and desires has been central to her approach to creating successful user experiences. Bringing Insights to Product Leadership: Rhiannon shares a key moment in her career when she realized that shipping products was not enough—she needed to bring deeper insights to the table. By reconnecting with her passion for user research, she now spends time every week directly interviewing customers, a practice she refers to as her “Friday treat,” to stay grounded in the user experience. Jobs to Be Done Framework: One of the focal points of the conversation is how Clue uses the “Jobs to Be Done” framework to guide product decisions. Rhiannon explains how Clue’s users have four core needs: trust, orientation (understanding what's happening to them), empowerment (knowing what actions to take), and comfort (feeling connected and not alone). These “jobs” help the team at Clue prioritize product features that address real user pain points and deliver meaningful value. Understanding Subjective User Needs: An interesting revelation from the framework was the subjectivity around accuracy, where users with highly regular cycles might have different perceptions of accuracy compared to users with irregular cycles. This insight has helped Clue refine its product approach, ensuring that the app remains valuable to a wide range of users. Combining Emotional and Functional Needs: Rhiannon discusses how Clue integrates emotional needs, like trust and comfort, with functional aspects of the product. She gives examples of product features, such as pain tracking, that help users feel validated and connected while also providing actionable insights to improve their health management. User Research as an Ongoing Practice: Instead of thinking of research as project-based, Rhiannon stresses the importance of continuous user research. This iterative approach, including fast unmoderated testing, allows Clue’s team to keep refining and improving their product without slowing down development. The Role of AI and Human Connection: While AI is seen as a useful tool for processing data, Rhiannon emphasizes the irreplaceable value of direct human connection in product development. She advocates for staying close to users and cautions against over-relying on abstracted data or tools that disconnect product teams from real user emotions and experiences.
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Oct 21, 2024 • 36min

Small words, big impact: how content tweaks can boost engagement by 30%

Episode web page-----------------------Rate Insights Unlocked and write a reviewIf you appreciate Insights Unlocked, please give it a rating and a review.Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day.-----------------------Show NotesIn this episode of Insights Unlocked, host Sean Treiser sits down with Kelly Erickson, a content designer at Warner Music Group, to explore the nuances of content design and the critical role it plays in shaping user experiences. Kelly shares her career journey, starting as a sports writer and transitioning into content design roles in nonprofit, sports, and tech sectors. With over a decade of experience, she offers rich insights into how content design differs from other design disciplines and the immense value of user and content testing.From her time at Eventbrite, Kelly reveals surprising insights uncovered through content testing and how small changes in language can lead to significant improvements in user engagement. She emphasizes the importance of understanding user motivations and behaviors and how these insights can guide effective content design decisions.Listeners will learn how to balance qualitative and quantitative data, prioritize content testing in fast-paced projects, and maintain brand consistency across various touchpoints. Kelly’s practical advice for content designers and UX professionals highlights the long-term impact of a user-centered approach and offers actionable strategies for integrating content testing into design processes.Key Themes and Ideas Discussed: Content Design Journey: Kelly discusses her path from sports writing to content design, reflecting on how her love for words and human behavior led her into the field of UX writing and content design. The Role of Content Design in User Experiences: Kelly highlights how content design is fundamentally different from other design disciplines, emphasizing that without the right words, a design may lose its effectiveness. She underscores the importance of clarity and using language that speaks to the user intuitively and humanly. Power of Content Testing: One of the core ideas Kelly shares is the importance of testing content before it goes live. She provides examples of how simple wording changes during her time at Eventbrite significantly impacted user engagement, including a 30% increase in click-through rates from a headline change. Balancing Qualitative and Quantitative Data: Kelly discusses the balance between qualitative insights from content testing and quantitative data like click-through rates. She explains how each type of data informs content decisions and drives user-centric design. Designing for User Motivation: A key insight Kelly shares is understanding and addressing user motivations. She explains how focusing on what users are trying to accomplish, rather than just delivering a product, can elevate the overall experience. Consistency and Personalization in Content: The episode covers strategies for maintaining a consistent brand voice while tailoring content to different user scenarios. Kelly introduces the concept of a “tone dial,” where the intensity of the brand’s tone is adjusted based on the user’s interaction. Advice for New Content Designers: Kelly encourages content designers to start testing early, even with time constraints, and to focus on building strong relationships with cross-functional teams like engineers and product managers to drive AB testing and other content experiments. Episode links: Strategic Content Design by Erica Jorgensen Eventbrite’s publicly available style guide Find Kelly on LinkedIn: Kelly Erickson LinkedIn

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