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."

Ask the Rosenbot
Dave Gray
Liminal Thinking: Sense-making for systems in large organizations
2015 • Enterprise UX 2015
Gold
Anna Avrekh
User Research, Design, and Product - A Love Story
2021 • Advancing Research 2021
Gold
Randolph Duke II
War Stories LIVE! Randy Duke II
2020 • Advancing Research 2020
Gold
Kara Kane
Communities of Practice for Civic Design (Videoconference)
2022 • Civic Design Community
Katy Mogal
But Do Your Insights Scale?
2021 • Advancing Research 2021
Gold
Sam Proulx
Online Shopping: Designing an Accessible Experience
2023 • Design in Product 2023
Gold
Ruzanna Rozman
Getting in Flow with Your Team
2024 • DesignOps Summit 2020
Gold
Mujtaba Hameed
Frameworks for Excellence: Using Visual Thinking and Communication to Elevate Your Research
2024 • Advancing Research 2024
Gold
Ariba Jahan
Team Resiliency Through a Pandemic
2024 • DesignOps Summit 2020
Gold
Christian Crumlish
Morning Insights Panel
2022 • Design in Product 2022
Gold
Kristen Honey
"Let’s Talk About Data and Crisis”: Public Digital Service Delivery = Open Data + Human Centered Design (Videoconference)
2021 • Civic Design Community
Briana Thomas
The Quiet Force: Uncovering Hidden Leadership in High-Impact Design Teams
2024 • DesignOps 2024
Gold
Liam Thurston
Why Your Design Team Is Quitting, And How To Fix It
2022 • Design at Scale 2022
Gold
Uday Gajendar
Day 2 Welcome
2024 • Designing with AI 2024
Gold
Daniela Magaña Flores
Ahead of Competition: Learn What UX Benchmarking Can Do for Your Business Today
2022 • Advancing Research 2022
Gold
Sam Ladner
Data Exhaust and Personal Data: Learning from Consumer Products to Enhance Enterprise UX
2016 • Enterprise UX 2016
Gold

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

"UXers are less satisfied than their peers because we have failed to set expectations about the real work of UX in organizations."

Peter Merholz

The Trials and Tribulations of Directors of UX (Videoconference)

July 13, 2023

Lisa Welchman

"If you haven’t designed who your teams are and who your players are, expecting people to comply with standards won’t work."

Lisa Welchman

Cleaning Up Our Mess: Digital Governance for Designers

June 14, 2018

Vincent Brathwaite

"Investing in sustainability today will yield dividends for future generations."

Vincent Brathwaite

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

October 22, 2020

Brenna Fallon

"OKRs are a tool for each of us to tidy our house and focus on what’s important."

Brenna Fallon

Learning Over Outcomes

October 24, 2019

Tricia Wang

"Factory owners manipulated people’s time so much that workers were afraid to carry a watch."

Tricia Wang

Spatial Collapse: Designing for Emergent Culture

January 8, 2024

Edgar Anzaldua Moreno

"Marital status mattered because car buying decisions often involve family members, not just the individual."

Edgar Anzaldua Moreno

Using Research to Determine Unique Value Proposition

March 11, 2021

"Context-related data gathered through qualitative research is the first to reach our decision-making centers in the brain."

Designing Systems at Scale

November 7, 2018

Erin Weigel

"Conversion design means to create intentional change."

Erin Weigel

Get Your Whole Team Testing to Design for Impact

July 24, 2024