As the Lead User Experience Researcher conducting Rapid Research (Qualitative), I help make the vision to build out the Rapid Research Program across the Tax & Accounting businesses at Thomson Reuters a reality. Thus far, I have operated with two products - ONVIO and UltraTax. Onvio is a Cloud-based accounting software that includes document management, time and billing, and online client portals. UltraTax is a professional tax preparation software with a full line of federal, state, and local tax programs that cuts your tax workflow time and increase your productivity.
I have a process that takes me from intake meetings to report readout meetings with key stakeholders. I own each task and the process itself from start to finish. The tasks in a typical study include brainstorming with the team to understand the concept/scenarios/prototype, writing recruitment screeners, writing the facilitator guide, conducting sessions with customers, meeting with internal stakeholders for debriefs (Fellow UX Researchers, UX Designers, Content Designers, Accessibility Specialists, Product Managers, and Product Owners, UX Directors).
Some Tools Involved In My Research
I follow a rigorous, yet streamlined process for my qualitative studies.
Continue this type of qualitative research with more features and workflows. Experiment with SEQ and content-related metrics to gain better insights with Rapid Research. However, with numbers and data to highlight the effect of design changes after rapid research studies, it is easier to measure the true impact of the insights obtained from Rapid Research.
This type of qualitative research is as rigorous and fast-paced as they come. Thirty minutes is all we have with the customer, and often, the prototype drives the study, with the guide only being a support tool. The team must first study complex workflows to prioritize the features and tasks and then present them to the user. A significant part of such studies is the continuous interaction with members of the larger org ( Fellow UX Researchers, UX Designers, Content Designers, Accessibility Specialists, Product Managers, and Product Owners) and the customers. However, such a process proves difficult if no prototype is available or there is no context to what is being tested. Getting acclimatized to how rapid research works takes a little time, but once the dust settles, it is exciting and moves at lightspeed.