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Summary
In this talk, Michelle Merritt shares her extensive experience working on the Polaris research repository system at WeWork, created by herself along with colleagues Tumor Sharon and Benjamin Gadov. Polaris was designed as a groundbreaking tool that aggregated evidence from multiple user research methods and sources across the company, providing a rich, interactive experience rather than a static database. Michelle played a key curatorial and information architecture role, applying rich taxonomies and metadata to unearth meaningful patterns, continually evolving the taxonomy to better capture physical and digital context, such as distinguishing laptops from monitors. She emphasizes the human element in research repositories, with roles like research librarians or curators being essential to maintain data quality, synthesis, and institutional memory. Michelle recounts challenges like balancing transparency with organizational sensitivities, sharing raw evidence (photos, videos), integrating diverse data types, and scaling repositories for hundreds or thousands of users. She discusses the pros and cons of tools such as Airtable, SharePoint, Confluence, and real-time collaboration tools like real-time board, noting that no single tool is perfect but integration and workflow embedding are critical. The conversation includes participant questions and community input on taxonomy, nomenclature, tool adoption, and how teams are managing research data. Michelle also highlights her new role at CBRE in commercial real estate, where she aims to build and scale research practices further. The session ends with a demo of real-time board for digital shared war rooms and a preview of future discussions on distributed design operations.
Key Insights
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Polaris integrated multiple types of user research evidence into one interactive repository rather than a simple static database.
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Taxonomies for tagging needed frequent updates to accurately capture real environments, like distinguishing monitors from generic computers.
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Human roles such as curators and research librarians are critical in maintaining, synthesizing, and providing context for large research repositories.
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Research repositories must balance transparency and surfacing uncomfortable organizational truths with preparing for constructive action.
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Confluence as a company-wide Wiki can work well for research documentation and sharing because it fits into existing workflows and is searchable.
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Tools like Airtable and SharePoint have limitations at scale and when combining complex, heterogeneous datasets.
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Raw evidence such as videos, photos, and customer support tickets are valuable but add complexity to repository management.
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Real-time collaboration tools like real-time board enable asynchronous and synchronous team interaction with research data and artifacts.
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Large organizations often have hundreds or thousands of users accessing research repositories, requiring scalable approaches and permission controls.
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Effective research repositories are evolving beyond tools alone and require processes for discovery, integration, and human-curated synthesis.
Notable Quotes
"Polaris wasn’t just a database, it involved humans including a strong curatorial role."
"We had to update our taxonomy because just tagging 'computer' wasn’t enough; we needed to distinguish monitors and laptops."
"There’s always a balance when you’re surfacing problems because people might perceive it as negative, but we’re trying to make it better."
"Confluence worked well because the entire company was already using the Wiki, so it was a natural place to put research."
"Airtable wasn’t scalable enough to merge all these datasets or connect related research easily."
"The research librarian or curator role is essential to put together evidence, identify patterns, and do synthesis."
"People searching for personas sometimes find marketing personas instead of research ones, which can cause confusion."
"Raw data from surveys and customer support tickets are often siloed but are critical sources of evidence we need to bring in."
"Real-time board shows other people’s cursors and supports true real-time and asynchronous collaboration."
"No tool is perfect; the key is embedding research into workflow and balancing usability for many users."
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