Atomic research taxonomy

The problems Tomer wanted to solve:

  1. Bad research memory. Here’s a scenario that should be extremely familiar to researchers in relatively large organizations: Every day or so, a researcher sends an email to the entire group of researchers in the organization asking if anyone conducted research about a certain topic, what did they do, find, and recommend. By the end of the day, about 10 responses come in with a glorious YES as the answer. 10 other researchers fail to respond although they should have because they did not remember what studies they ran 3 years ago. The researcher decides to run the study he or she is planning anyway. Repeat.
  2. Research silos. Many departments, teams, and individuals are conducting all sorts of research in an organization. The Data team, Analytics, a group that does A/B testing, researchers who do usability tests, and ethnographers who focus on fieldwork. Marketing is doing focus groups, product managers are interviewing users and go on roadshows, the call center is producing a top 10 list of call topics every month, somebody is measuring NPS, and for whatever reason everybody is doing surveys. Everyone is sharing their reports, results, and updates. Nobody is making sense of ALL of the piles of data being collected.
  3. ReportsThe atomic unit of a research insight is almost always long, fluffy reports and slide decks. If a VP asks, “What do we know about how our users in Germany decide to buy from us?”, there is no one easy way to answer the question. Reports are extremely centered on what was found in a study and are not granular enough to be used in the future. Many studies start with specific goals but end up finding additional important data. Reports fail to convey this data and make it accessible in the future. In addition, you will not be able to persuade me that there is one person on the face of this Earth that wakes up in the morning saying, “YES, I AM GOING TO READ A REPORT TODAY!” Not even one. And I’m not even talking about writing them…
  4. Research dictatorship. The greatest problem of all is that the only people “allowed” to come up with conclusions after research studies are completed — are researchers. And I am saying that as someone who authored a book about getting buy-in for research by involving stakeholders from the get go. The problem here is that teams and individuals with product ideas need researchers to get user insights. They need them because researchers are trained in conducting valid and reliable studies, and they are the ones with access and supposedly memory about past research.

The solution: Polaris

Meeting three needs of WeWork team members

  1. Prioritize: Decide whether one project is more important than another based on data rather than passion and gut feeling. Polaris helps with identifying valid and reliable user needs.
  2. Educate: Polaris helps with getting insights from actual users about a project that is already in progress.
  3. Allocate: If a team is looking for its next project (big or small), Polaris helps deciding what that project might be.

The atomic unit of a research insight in Polaris is called a nugget. A nugget is a combination of an observation (something we learned), evidence (an audio or video snippet of a user describing the experience in their own words, or a screenshot or photo), and tags that allow for slicing and dicing the data.

Polaris currently includes more than 4,000 nuggets based on hundreds of interviews the UX department has been conducting with WeWork users (we call them members).