Rosenverse

This video is only accessible to Gold members. Log in or register for a free Gold Trial Account to watch.

Log in Register

Most conference talks are accessible to Gold members, while community videos are generally available to all logged-in members.

Building for Scale: Creating the Zendesk UX Research Practice
Gold
Monday, January 8, 2024 • Enterprise Experience 2020
Share the love for this talk
Building for Scale: Creating the Zendesk UX Research Practice
Speakers: Veevi Rosenstein
Link:

Summary

In eighteen months, Zendesk’s UX Research practice grew from a single researcher to a seven-person team. The new research program has greatly enhanced Zendesk’s design and development process. Along the way, researchers have successfully informed design strategy and helped improve product quality and usability. Veevi Rosenstein is deliberately crafting the UX research practice from the inside out to support Zendesk’s growing development organization. She’ll share her approach and overall vision for the research program, including operational plans, methods, toolkits, communication and knowledge capture strategies, and the steps she’s taken to make it all happen.

Key Insights

  • Scaling UX research at Zendesk started with deep listening sessions to understand existing pain points and stakeholder needs.

  • Participant recruitment was the biggest bottleneck slowing product research and needed a dedicated coordinator role.

  • Internal development of recruiting tools like ZenRate was hindered by lack of IT and dev bandwidth, pushing towards selecting external SaaS solutions.

  • UserTesting’s built-in panel dramatically shortened turnaround times for usability studies and convinced stakeholders to invest in the tool.

  • Creating a rolling study program assigned researchers to specific user roles, increasing efficiency and preventing participant fatigue.

  • Improving designers’ and product managers’ research skills through workshops on unbiased interviewing raised the quality of research insights.

  • Providing easy-to-use templates and shared analysis methods like affinity diagrams helped teams collaboratively capture and reuse research data.

  • Developing role-based user profiles from aggregated research data gave product teams focused, actionable personas for design decisions.

  • Centralizing research resources in a searchable internal help center empowered self-serve learning and increased research practice consistency.

  • A ticketing system to track research requests helped manage demand and build a case for growing the UX research team further.

Notable Quotes

"When I started at Zendesk in 2018, there was a single UX researcher serving 28 product designers around the globe."

"Participant recruitment was the number one problem that people mentioned, and it was the primary reason UX research initiatives felt like they took too long."

"At first, product managers often skipped getting customers involved or talked to the same four or five friendly customers repeatedly."

"Having a pool of interested users and tracking their participation helps avoid participant fatigue and internal bottlenecks."

"We created a rolling study program where researchers owned expertise for specific user roles, resulting in more efficient studies."

"Research methods are like design patterns, and the interview is a basic pattern everyone can learn to do well."

"Some teams went right into brainstorming based on what they remembered from observations without documenting or analyzing the data."

"I showed teams tips and templates to organize and analyze raw data so insights could be shared and reused beyond one project."

"Our UX research team leveraged detailed analyses to create Zendesk’s first set of role-based profiles as a foundation for user personas."

"Implementing a ticketing workflow lets us track research requests and responses and build a stronger case for more headcount."

Ask the Rosenbot
Terry Buckman
Wargaming (An Introduction) (Videoconference)
2023 • Enterprise Community
Frances Yllana
The Big Question about Impact: A Panel Discussion
2024 • DesignOps 2024
Gold
Catt Small
Moving from Execution to Strategy as a Designer
2022 • Design in Product 2022
Gold
Tess Dixon
C'mon Get Happy
2021 • DesignOps Summit 2021
Gold
Rachael Dietkus, LCSW
Trauma-Responsive Design: Reimagining the Future of Design Now
2021 • Civic Design 2021
Gold
Laura Weiss
Turn Down the Heat: 3 Ways to Handle Conflict in the Moment
2024 • Rosenfeld Community
Wendy Johansson
Be a Product Boss!
2022 • Design in Product 2022
Gold
Craig Brookes
"Just Make it Look Good" and Other Ways We're Misunderstood
2021 • Design at Scale 2021
Gold
Wyatt Hayman
Global Research Panels (Videoconference)
2020 • DesignOps Community
Peter Levin
Solve a Problem Here, Transform a Strategy There: Research as an Occasion for Expanding Organizational Possibility
2024 • Advancing Research 2024
Gold
Ignacio Martinez
Fair and Effective Designer Evaluation
2024 • DesignOps 2024
Gold
Matt Stone
Scaling Empathy, A Case Study in Change Management
2021 • Design at Scale 2021
Gold
Sarah Fathallah
A Typology of Participation in Participatory Research
2023 • Advancing Research 2023
Gold
Sylvie Abookire
A Civic Designer's Guide to Mindful Conflict Navigation
2022 • Civic Design 2022
Gold
Jackie Ho
Lead Effectively While Preserving Team Autonomy with Growth Boards
2024 • Enterprise Experience 2020
Gold
Mohammad Hossein Jarrahi
Contextuality problem: Exploring the Benefits of Qualitative and Quantitative Research
2023 • QuantQual Interest Group (Rosenfeld Community)

More Videos

Adam Cutler

"You need strong regional players with negotiation skills to navigate the split loyalties in global teams."

Adam Cutler Karen Pascoe Ian Swinson Susan Worthman

Discussion

June 8, 2016

Peter Merholz

"We don’t get upset when users say one thing and do another, but we freak out when our leadership behaves that way."

Peter Merholz

The Trials and Tribulations of Directors of UX (Videoconference)

July 13, 2023

Lisa Welchman

"Nobody knows who’s supposed to decide what around digital, and that’s the problem."

Lisa Welchman

Cleaning Up Our Mess: Digital Governance for Designers

June 14, 2018

Vincent Brathwaite

"Policy change is the backbone of effective climate strategies in urban areas."

Vincent Brathwaite

Opener: Past, Present, and Future—Closing the Racial Divide in Design Teams

October 22, 2020

Brenna Fallon

"The squad model flopped for us after six months but created culture triads that stuck around."

Brenna Fallon

Learning Over Outcomes

October 24, 2019

Tricia Wang

"Treat identities as elastic, not as fixed personas, because people’s needs and roles are complex and changing."

Tricia Wang

Spatial Collapse: Designing for Emergent Culture

January 8, 2024

Edgar Anzaldua Moreno

"Proto personas created by cross-department participants helped us build unbiased, relevant survey questions."

Edgar Anzaldua Moreno

Using Research to Determine Unique Value Proposition

March 11, 2021

"We want to build teams with diverse skill sets so we can create a full picture during the knowledge creation phase."

Designing Systems at Scale

November 7, 2018

Erin Weigel

"A lot of developers are way too confident they write perfect code; testing bug fixes often reveals hidden issues."

Erin Weigel

Get Your Whole Team Testing to Design for Impact

July 24, 2024