Process Documents
Intake, Projections, Protocol Tracking
Setting targets for XFN & Complex Studies
Setting targets for XFN & Complex Studies
Designed intake and workflows in AHA to manage research, product, marketing and CX teams' requests and projects. Documented protocols and automated checklist for ensuring consistency in process. Projected resources and reprioritized against larger program goals.
Setting targets for XFN & Complex Studies
Setting targets for XFN & Complex Studies
Setting targets for XFN & Complex Studies
For complex pilot studies we collaborated with new stakeholders to drive out ambiguity in their research questions and set expectations as to our needs to achieve their goals. This typically occurred in one or more meetings and resulted in a shared Miro Board.
Consolidation of Insights
Setting targets for XFN & Complex Studies
Continuous Process Improvements
I directed the creation and managed a research repository in Confluence & Google Drive. I collaborated with my researchers and PMs on it's taxonomy. I trained new researchers & PMs to use it and monitored usage & publication.
Continuous Process Improvements
Setting targets for XFN & Complex Studies
Continuous Process Improvements
I lead a monthly UXResearch retrospective to identify challenges, celebrate successes and knowledge sharing for the team. I built a backlog of tasks to improve or update our processes which was used when a researcher might have down time.
A Closer Look at the Process
Team & Process Management
I managed a team of 3 full time staff and 3 contractors across 5-25 simultaneous projects. Inside AHA I could see the status of completion for the automated checklists. We had templates for:
- Remote Usability,
- Automated Usability
- RITE tests,
- Focus Groups,
- Open/structured interviews,
- Heuristic evaluations
- Surveys (big/small)
- Q&D (Quick & Dirty)
- and many more methods.
Working with New Teams & Complexity
Addressing ambiguity and setting expectations is critical for new stakeholders. This Miro Board was a collaboration with the stakeholders for a complex multi-method pilot of k-5 students and their families for testing new hardware. The cross-functional team included:
- Regional VPs
- School Principles
- Teachers
- Customer Service
- Hardware team
- OS Imaging
- Shipping Dept.
Research Repository Management
The report templates evolved over time. We standardized so it was easily scanned, told a clear story with actionable insights & specific team commitments to meet those actions.
- The taxonomy of meta tags was revisited once a year by the team.
- Upon presentation of the research to stakeholders, the researcher published it in the repository.
- We opened the repository to