Rosenverse

Log in or create a free Rosenverse account to watch this video.

Log in Create free account

100s of community videos are available to free members. Conference talks are generally available to Gold members.

Research Repositories Reconsidered (Videoconference)
Thursday, February 14, 2019 • DesignOps Community
Share the love for this talk
Research Repositories Reconsidered (Videoconference)
Speakers: Michele Marut
Link:

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

  • Polaris integrated multiple types of user research evidence into one interactive repository rather than a simple static database.

  • Taxonomies for tagging needed frequent updates to accurately capture real environments, like distinguishing monitors from generic computers.

  • Human roles such as curators and research librarians are critical in maintaining, synthesizing, and providing context for large research repositories.

  • Research repositories must balance transparency and surfacing uncomfortable organizational truths with preparing for constructive action.

  • Confluence as a company-wide Wiki can work well for research documentation and sharing because it fits into existing workflows and is searchable.

  • Tools like Airtable and SharePoint have limitations at scale and when combining complex, heterogeneous datasets.

  • Raw evidence such as videos, photos, and customer support tickets are valuable but add complexity to repository management.

  • Real-time collaboration tools like real-time board enable asynchronous and synchronous team interaction with research data and artifacts.

  • Large organizations often have hundreds or thousands of users accessing research repositories, requiring scalable approaches and permission controls.

  • 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."

Dan Willis
Filling the Void
2018 • DesignOps Summit 2018
Gold
Caroline Vize
The State of UX: Five Lessons from 2021 to Accelerate Digital Experience in 2022
2022 • Advancing Research 2022
Gold
Alla Weinberg
Workers Are Sick of Change: The Cure is Psychological Safety
2023 • Enterprise UX 2023
Gold
Scott Jensen
Short Take #2: UX/Product Lessons from Your Industry Peers
2022 • Design in Product 2022
Gold
Harry Max
Prioritization for Leaders (2nd of 3 seminars) (Videoconference)
2024 • Rosenfeld Community
Molly Fargotstein
Multipurpose Communication & UX Research Marketing (Videoconference)
2019 • DesignOps Community
Prayag Narula
Dialing for Research: How to Reach the Unreachable
2022 • Advancing Research 2022
Gold
Scaling Design through Relationship Maps
2017 • DesignOps Summit 2017
Gold
Joseph Meersman
Sweating the Pixel: Scaling Quality through Critique
2021 • Design at Scale 2021
Gold
Bria Alexander
Opening Remarks
2022 • Civic Design 2022
Gold
Laura Schaefer
DesignOps: A Conduit for Inclusion
2022 • DesignOps Summit 2022
Gold
We're Here for the Humans
2017 • Enterprise Experience 2017
Gold
Cassandra Piester
Developing and Deploying Your Design Operations Strategy
2024 • DesignOps 2024
Gold
Audrey Crane
Shadow Design–Where Else is Design Happening in Your Organization? (Videoconference)
2023 • Enterprise Community
Sara Asche Anderson
Not Your Ordinary Re-Brand: Design's Path to Driving Customer Obsession at Best Buy
2024 • Enterprise Experience 2020
Gold
Russ Unger
Getting Out from Under Everyone: How to Escape the Paralysis of Getting Started
2016 • Enterprise UX 2016
Gold

More Videos

Magdalena Zadara

"Don’t automatically dismiss paper forms—they often contain simplifications that accelerate digital service design."

Magdalena Zadara

Zero Hour: How to Get Far Quickly When Starting Your Digital Service Unit Late

November 16, 2022

Sarah Fathallah

"We allowed participants to look at all the photos taken and decide which ones to delete or keep."

Sarah Fathallah

Lessening the Research Burden on Vulnerable Communities

March 30, 2020

Shanti Mathew

"Frontline staff tend to have the least amount of power of all these people in the system."

Shanti Mathew Natalie Sims Natalia Radywyl

Civic Design at Scale: Introducing the Public Policy Layer Cake

December 9, 2021

Barb Spanton

"I love the mantra ‘Don’t kill grandma’—it reminds us there are real lives in our hands."

Barb Spanton

Doing Work That Matters: A Look Beyond The Idealistic Notion of 'Doing Meaningful Work'

June 10, 2022

"In business to business research, accessing the customer is often difficult because account managers act as gatekeepers."

Research Operations at Scale

November 7, 2017

Louis Rosenfeld

"The world really needs what researchers like you bring to the table."

Louis Rosenfeld Bria Alexander

Opening Remarks

March 27, 2023

Robin Beers

"Experiential significance is that moment when a pattern in the data hits you as something undeniable that must be dealt with to make a difference."

Robin Beers

Research as a Catalyst for Organizational Transformation

March 12, 2021

Charles Lee

"This project has a lot of history and required synthesizing findings from many people over years."

Charles Lee Jennie Yip

Building a New Home for the Atlassian Design System (Videoconference)

October 22, 2020

Erin Weigel

"Guardrail metrics prevent you from improving conversion at the short term but damaging loyalty or increasing customer service calls."

Erin Weigel

UX Lessons from running more than 1,200 A/B Tests (Videoconference)

July 10, 2024