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How Zapier Uses ‘All Hands Research’ to Increase Exposure to Users

Thursday, August 6, 2020 • Advancing Research Community
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How Zapier Uses ‘All Hands Research’ to Increase Exposure to Users
Speakers: Roy Opata Olende
Link:

Summary

If you want to improve your product’s user experience, you need to show your team what it’s like for real people to use your product. It’s a simple concept, but many companies struggle to do this consistently. Zapier recently launched an initiative that simplifies this exposure to users. ‘All Hands Research ride-alongs’ are open UX research sessions where anyone at Zapier can observe users interacting with the product and hear their feedback. Zapier has seen PMs, designers, marketers, executives and more join these sessions and apply learnings to their everyday work. More importantly, they keep coming back for more!

Key Insights

  • Zapier’s All Hands Support encourages all employees to spend time on customer support to maintain user awareness.

  • As Zapier grew, increasingly technical support tickets reduced participation from non-technical roles.

  • All Hands Research ride alongs provide a richer user exposure experience than watching recordings by enabling real-time interaction.

  • A lightweight, 45-minute UXR 101 training helps non-research employees overcome intimidation and join sessions comfortably.

  • Automating the session discovery and joining process via Slack and Zapier drastically reduces friction for employees.

  • Lookback tool provides separate participant and observer views, reducing anxiety for observers and distractions for users.

  • Simplifying communication and reducing information overload is critical to encourage participation.

  • Not all employees want to join research; respecting preferences is important for cultural acceptance.

  • Ride alongs foster cross-department connections and improve shared understanding of user problems.

  • Tracking participation and learnings weekly helps measure engagement, but measuring impact on decisions remains a long-term goal.

Notable Quotes

"The value of real exposure holds true in UX, it’s replaceable and helps you understand real user problems."

"User research can sound intimidating, so our first step was to make it simpler and more approachable."

"We wanted a great participant experience no matter how many observers are on the call."

"Some people said I don’t think I’m qualified enough to observe research sessions despite training."

"The ride along is a richer experience than watching session recordings because you can interact in real time."

"Despite automation, many people still skim information or are busy and need simpler, focused communication."

"No matter how much we simplify, research isn’t for everyone and that’s perfectly fine."

"One of the best parts is seeing people from Ops, recruiting, marketing and product interacting together in Slack."

"The CEO advocating for user exposure gave us a now-or-never moment to start this initiative."

"We automate the entire flow so once people react in Slack, they’re invited automatically to sessions."

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