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1 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014 EXPOSING THE SYNERGY … Between Market Research & User Experience (UX) Martin Hicks, Anna Haywood & Ansgar Küpper User Experience, GfK

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Slides from our UXPA workshop (July, 2014): 'Exposing the Synergy between Market Research and UX', which outlines the synergy between market research and UX research, and highlights opportunities for collaboration between market research and UX research professionals. This interactive workshop helps attendees gain an insight into how market research and UX can combine to offer the benefits of both approaches to clients and organisations.

TRANSCRIPT

Page 1: GfK 'Synergy between Market Research & UX' uxpa 2014_final

1 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

EXPOSING THE SYNERGY …

Between Market Research & User Experience (UX)

Martin Hicks, Anna Haywood & Ansgar Küpper

User Experience, GfK

Page 2: GfK 'Synergy between Market Research & UX' uxpa 2014_final

2 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Agenda

Introductions

Overview of Market Research & User Experience (UX)

Market Research & UX in Product Development

Request for proposal exercise

Discussion & proposal feedback

Page 3: GfK 'Synergy between Market Research & UX' uxpa 2014_final

3 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Page 4: GfK 'Synergy between Market Research & UX' uxpa 2014_final

4 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

UX is linked to Behaviour

Market Research is linked to Attitudes & Opinions

Page 5: GfK 'Synergy between Market Research & UX' uxpa 2014_final

5 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Lifecycle of a Market Research project

1.

Define

Objective &

Problem

2.

Determine

Research

Design

3.

Design &

Prepare

Research

Instrument

4.

Sampling &

Data

Collection

5.

Analyse

Data

6.

Visualise &

Feedback

Results

Descriptive

Diagnostic

Predictive

Exploratory

Descriptive

Causal

Page 6: GfK 'Synergy between Market Research & UX' uxpa 2014_final

6 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Market Research – Primary & Secondary Research

• Primary research:

• Data collection directly from source. Targeted and fit for purpose, but can be time

consuming and costly

• Mix of qualitative (interviews, focus groups) and quantitative (online surveys/polling)

research

• Secondary research:

• Most common type of research, typically entails reviews of published reports and

online information

• More cost effective, can help define problem without need for primary research

• Helps define business need and formulate hypotheses leading to an effective

research design

Page 7: GfK 'Synergy between Market Research & UX' uxpa 2014_final

7 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Market Research – Primary Research (Research Design)

Population Surveys • Surveys conducted with whole population or

representative sample

Observation Surveys • Online behaviour tracking

• Accompanied shopping/driving

Controlled Studies • Measuring attitudes/opinions in-situ or in

artificial, controlled settings

Technical deduction • Statistical modelling/forecasting

Page 8: GfK 'Synergy between Market Research & UX' uxpa 2014_final

8 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Market Research – Secondary Research

External sources of data

• Government published data (Central Statistics

Office, www.statistics.gov.uk)

• Commercial organisations (Keynote, Mintel,

Data Monitor, Kompass)

• Internet searches, news groups/bulletin boards

• Business Libraries

• Trades Associations

• Universities and Colleges

• Institutes and Professional Associations (MRS,

CIMA)

Internal sources of data

• EPOS

• Customer Databases, loyalty

schemes

• Management information

Systems (reports and accounts,

previous research projects)

Page 9: GfK 'Synergy between Market Research & UX' uxpa 2014_final

9 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

User Experience (UX) – Expectations & Interactions

Page 10: GfK 'Synergy between Market Research & UX' uxpa 2014_final

10 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

If technology

doesn’t work

for me, it

doesn’t work!

We Believe Experiences Matter®

Page 11: GfK 'Synergy between Market Research & UX' uxpa 2014_final

Interactions in the Real World

Page 12: GfK 'Synergy between Market Research & UX' uxpa 2014_final

12 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

High Low

Low

High

Usable

Functional

(Utility)

The Target Quadrant

Objective:

Make things

that are

useful and

usable

Where a lot of

things end up

Page 13: GfK 'Synergy between Market Research & UX' uxpa 2014_final

13 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

High Low

Low

High

Usable

Functional

(Utility)

The Target Quadrant

Objective:

Make things

that are

useful and

usable

Where a lot of

things end up Knowing the features is not enough.

You have to know how to put those

features together to build the overall

user experience.

Page 15: GfK 'Synergy between Market Research & UX' uxpa 2014_final

15 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Combining UX and Market Research

“The most important thing for user experience professionals to

know is when marketing research is needed, and when user

experience research is needed.

If you understand how these two methodologies work together

through a product lifecycle, you will be able to work effectively

with marketing departments. You can demonstrate the value of

including user experience research in their projects because you

are able to explain how it complements the market research they

are already conducting.”

‘User Experience Research and Market

Research’, Human Factors International, 2012

Page 16: GfK 'Synergy between Market Research & UX' uxpa 2014_final

16 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Problem: Market Research & UX working in silos

• Within organisations, market research and UX research may function in silos, or not have

a good understanding of the other’s approaches and capabilities

• One problem may be the assumption that market research and UX are just too different

• In practice, how much information sharing goes on? e.g.:

• How much do UX practitioners know about customer research or branding studies?

• How easy is it to find these studies?

• How often do UX and market research meet to discuss potential collaboration on:

• Addressing each other’s capabilities and services on proposals

• Satisfying customer experience (online and offline) across a broad range of

communication channels

Page 17: GfK 'Synergy between Market Research & UX' uxpa 2014_final

17 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

UX Market Research

About Behaviour Attitudes

What people.. Do Say

Focused on User experience of a product Marketing & persuasion – product

perceptions

Understand How users relate to technology Customer needs & desires

Digs into Practical, measurable actions & responses Emotional responses

Wants

product to

Achieve specific goals (effectiveness,

efficiency & satisfaction for context of use)

Deliver brand message or promise

leading to a sale

Refers to Users Customers or consumers

Clients IT or technology based Often marketing based

Traditional comparison between Market Research & UX (I)

Page 18: GfK 'Synergy between Market Research & UX' uxpa 2014_final

18 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Qualitative (direct) Quantitative (indirect)

Behavioural

Attitudinal

Approach

Da

ta s

ou

rce

What people do

What people say

Traditional comparison between Market Research & UX (II)

Why &

How to fix

How many &

How much

Page 19: GfK 'Synergy between Market Research & UX' uxpa 2014_final

19 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Research methods used

Data mining analysis

Natural use of product

Scripted (often lab-based) use of

product

De-contextualised / not using product

Combination / hybrid

Key for Context of Product Use during data collection

Phone interviews

Qualitative (direct) Quantitative (indirect)

Focus groups

Participatory design

Ethnography

Usability Lab Studies

Behavioural

Attitudinal

Approach

Data

so

urc

e

Customer feedback (via email)

Message board / Social Media mining

Diary study

Usability benchmarking

Eyetracking

Card sorting

Online UX assessments

(‘Vividence-like’ studies)

A/B (Live) testing

Email surveys

Intercept surveys

Page 20: GfK 'Synergy between Market Research & UX' uxpa 2014_final

20 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Why bring Market Research & UX together?

Market Research can … UX can …

Understand attitudes and preferences Input into market research to validate

Understand who to recruit for UX Explain perception and attitudes as they relate to UX

Validate UX results on a larger scale Translate customer needs into product design

• Similar goals / similar tools

• Guide the development of best possible experience for customer / user

• Speak for the customer / users’ needs

• Use data, listening, direct observation and problem solving to achieve this

Page 21: GfK 'Synergy between Market Research & UX' uxpa 2014_final

21 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Working hand in hand …

Complimentary

Stronger story

Better represents the end user by serving all needs

More complete picture

Clients & companies want actionable recommendations

(do not care about methodology)

Page 22: GfK 'Synergy between Market Research & UX' uxpa 2014_final

22 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

• Little sharing of relevant information between disciplines

• Can compete for research budget

• Different skill sets/approaches/vocabularies

• Customer experience often treated as a function

• CE resides within disparate departments rather than a

core competency embedded within the organisation

But in practice …

Page 23: GfK 'Synergy between Market Research & UX' uxpa 2014_final

23 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

UX Research

Physical

Digital

Hybrid

Market Research

Brand & Ad

NPD

Satisfaction

UX research expectation and interaction Marketing research performance & ROI

Ultimate

Customer

Experience

Differing POVs but shared purpose

Page 24: GfK 'Synergy between Market Research & UX' uxpa 2014_final

24 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Market Research & UX in Product Development (I)

Surveys to

define the

market

Focus groups to

identify segment

characteristics

Ethnography to

identify needs Interviews to verify

needs & better

understand users

Collaborative

design sessions

& card sort Concept tests

Usability tests Competitive

benchmark

Discovery

Design

Page 25: GfK 'Synergy between Market Research & UX' uxpa 2014_final

25 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

PRICE

OPTIMISATION LOYALTY

MANAGEMENT

INNOVATION

& DIGITAL

SHOPPER &

RETAIL STRATEGY

MARKET

OPPORTUNITY

&

INNOVATION

PROMOTION

& CAUSAL

RETAIL

GEOMARKETING

RETAIL SALES

TRACKING

MYSTERY

SHOPPING

BRAND &

CUSTOMER

EXPERIENCE

TRENDS &

FORECASTING

AUDIENCE

MEASUREMENT

CONSUMER

PANELS

BRAND VALUE

OPTIMISATION

MULTI-

CULTURAL

USER EXPERIENCE

GfK Research Teams

Page 26: GfK 'Synergy between Market Research & UX' uxpa 2014_final

26 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

PRICE

OPTIMISATION LOYALTY

MANAGEMENT

INNOVATION

& DIGITAL

SHOPPER &

RETAIL STRATEGY

MARKET

OPPORTUNIT

Y

&

INNOVATION

PROMOTION

& CAUSAL

RETAIL

GEOMARKETING

RETAIL SALES

TRACKING

MYSTERY

SHOPPING

BRAND &

CUSTOMER

EXPERIENCE

TRENDS &

FORECASTING

AUDIENCE

MEASUREMENT

CONSUMER

PANELS

BRAND VALUE

OPTIMISATION

MULTI-

CULTURAL

USER EXPERIENCE

MARKET

OPPORTUNITY

&

INNOVATION

BRAND &

CUSTOMER

EXPERIENCE

GfK Research Teams

Page 27: GfK 'Synergy between Market Research & UX' uxpa 2014_final

27 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Market Opportunity &

Innovation

User

Experience

Brand & Customer

Experience

Concept

Feasibility

Development

Customer

Needs

Assessment

Customer

Requirement Qualification Launch Growth Maturity

Market Research & UX in Product Development (II)

Page 28: GfK 'Synergy between Market Research & UX' uxpa 2014_final

28 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Innovation looks at evolving

markets and consumers to identify

new products and services with the

best bundle of benefits to capture

opportunities.

User Experience shapes the

detailed interactions users have

with products and services so that

experiences are useful, usable and engaging.

Bringing Innovation and User Experience

together early in the product development

process ensures great opportunities

are not lost because experience

was not an afterthought.

Identifies the white

spaces and brings

compelling ideas

to market.

The What

Shapes the

experience to be

delivered through

research-informed

design.

The How

INNOVATION

THINKING

UX

THINKING

Market Research and UX in Innovation

Page 29: GfK 'Synergy between Market Research & UX' uxpa 2014_final

29 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Market Opportunity &

Innovation

User

Experience

Brand & Customer

Experience

Concept

Feasibility

Development

Customer

Needs

Assessment

Customer

Requirement Qualification Launch Growth Maturity

Market Research & UX in Product Development (II)

Page 30: GfK 'Synergy between Market Research & UX' uxpa 2014_final

30 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Market Research & UX in Product Optimisation

Discover

Begin by assembling

the research and

data you already

have.

Understand &

Map

Research to

understand journey

and visualise using

an experience map.

Measure & Prioritise

Identify the improvement

or re-design

opportunities that will

deliver ‘ultimate’

experience and ROI.

Design Intervention

Understand the “why”

and use to inform the

design changes that will

ultimately improve the

experience.

1. Discover 2. Understand &

Map

3. Measure &

Prioritise

4. Design

Intervention

Page 31: GfK 'Synergy between Market Research & UX' uxpa 2014_final

31 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Discover

Begin by assembling

the research and

data you already

have.

Understand &

Map

Research to

understand journey

and visualise using

an experience map.

Measure & Prioritise

Identify the improvement

or re-design

opportunities that will

deliver ‘ultimate’

experience and ROI.

Design Intervention

Understand the “why”

and use to inform the

design changes that will

ultimately improve the

experience.

1. Discover 2. Understand &

Map

3. Measure &

Prioritise

4. Design

Intervention

Market Research & UX in Product Optimisation

Page 32: GfK 'Synergy between Market Research & UX' uxpa 2014_final

32 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Expert Review

MR & UX methods used in Discover phase

Discover

Stakeholder Interviews Competitor Benchmarking

Call Centre Statistics

Brand & Customer

Satisfaction

Tracking Social Media

Analysis & Google

Analytics MR

UX

Page 33: GfK 'Synergy between Market Research & UX' uxpa 2014_final

33 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Discover

Begin by assembling

the research and

data you already

have.

Understand &

Map

Research to

understand journey

and visualise using

an experience map.

Measure & Prioritise

Identify the improvement

or re-design

opportunities that will

deliver ‘ultimate’

experience and ROI.

Design Intervention

Understand the “why”

and use to inform the

design changes that will

ultimately improve the

experience.

1. Discover 2. Understand &

Map

3. Measure &

Prioritise

4. Design

Intervention

Market Research & UX in Product Optimisation

Page 34: GfK 'Synergy between Market Research & UX' uxpa 2014_final

34 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

In-depth Interviews

UX methods for the Understand phase

Understand

Usability Testing

Contextual Interviews Diaries

Ethnography

Exploratory Focus Groups

MR

UX

Page 35: GfK 'Synergy between Market Research & UX' uxpa 2014_final

35 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Map Connections

and Expectations

UX methods for the Map phase

Map Experience Mapping Blueprinting

Task Analysis

UX

Page 36: GfK 'Synergy between Market Research & UX' uxpa 2014_final

36 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Mapping tells the story captured in the data

Page 37: GfK 'Synergy between Market Research & UX' uxpa 2014_final

37 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Discover

Begin by assembling

the research and

data you already

have.

Understand &

Map

Research to

understand journey

and visualise using

an experience map.

Measure & Prioritise

Identify the improvement

or re-design

opportunities that will

deliver ‘ultimate’

experience and ROI.

Design Intervention

Understand the “why”

and use to inform the

design changes that will

ultimately improve the

experience.

1. Discover 2. Understand &

Map

3. Measure &

Prioritise

4. Design

Intervention

Market Research & UX in Product Optimisation

Page 38: GfK 'Synergy between Market Research & UX' uxpa 2014_final

38 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Experience Point Audit

Methods used in Measure & Prioritise phase

Measure &

Prioritise

ROI Modeling

Customer Satisfaction

Tracking

Competitive

Benchmarking Social Media

Analysis & Google

Analytics MR

UX Testing

Page 39: GfK 'Synergy between Market Research & UX' uxpa 2014_final

39 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Discover

Begin by assembling

the research and

data you already

have.

Understand &

Map

Research to

understand journey

and visualise using

an experience map.

Measure & Prioritise

Identify the improvement

or re-design

opportunities that will

deliver ‘ultimate’

experience and ROI.

Design Intervention

Understand the “why”

and use this to inform

the design changes that

will ultimately improve

the experience.

1. Discover 2. Understand &

Map

3. Measure &

Prioritise

4. Design

Intervention

Market Research & UX in Product Optimisation

Page 40: GfK 'Synergy between Market Research & UX' uxpa 2014_final

40 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Design Workshops

UX methods used in Design Intervention

Design

Intervention

User Interface

Design

Concept Design Design

Strategy

User Centered Design

UX

Page 41: GfK 'Synergy between Market Research & UX' uxpa 2014_final

41 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Group Exercise: Request for proposal

Page 42: GfK 'Synergy between Market Research & UX' uxpa 2014_final

42 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Edward de Bono’s Six Hats – The Green Hat

The Green Hat (one of Edward de

Bono’s ‘six hats’) is the hat of

growth and possibilities.

This is the hat of creativity,

alternatives, proposals, what is

interesting, provocations and

changes.

Everyone has to suggest ways in

which the idea could be adapted or

improved to make it work better.

Page 43: GfK 'Synergy between Market Research & UX' uxpa 2014_final

43 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Green hat discussion for proposals

A green hat session can be run prior to writing the proposal.

• The bid lead should summarise with a green hat invitation the nature of an

opportunity and the background and objectives

• In the invitations, the bid lead should indicate what skill set and domain knowledge

they think is needed in the green hat session

• The bid lead should also be responsible for seeking out the participation and

feedback of domain experts during or after any meeting

• A green hat cannot be a collection of people who just happen to be around and

have an interest. Attendees must have a focus on the client’s domain and

problems, and leverage our knowledge.

Page 44: GfK 'Synergy between Market Research & UX' uxpa 2014_final

44 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

Project brief

Group exercise

Page 45: GfK 'Synergy between Market Research & UX' uxpa 2014_final

45 © GfK 2014 | GfK Synergy between Market Research & UX | UXPA July 2014

THANK YOU

Martin Hicks – [email protected]

Anna Haywood – [email protected]

Ansgar Küpper – ansgar.kü[email protected]