Rosenverse

Participant Recruitment and Management Tools

Gold
Thursday, March 12, 2026 • Advancing Research 2026
Share the love for this talk
Participant Recruitment and Management Tools
Speakers: Kate Towsey , Basel Fakhoury , Oren Friedman and Graham Gardner
Link:

Summary

Explore the evolving world of participant recruitment and management tools at the UXR Tools Summit. Kate Towsey, author of Research That Scales and founder of the Cha Cha Club, will host leaders from UserTesting and RallyUXR who will outline their vision for connecting researchers with the right participants faster and more ethically. They’ll showcase innovative features that streamline screening, scheduling, and incentive management, and invite attendees into thoughtful discussion. Ideal for UX, design, and market researchers focused on improving research quality through smarter participant engagement and operational efficiency.

Key Insights

  • •

    User Interviews focuses heavily on matching algorithms and fraud detection, using AI and LLMs to improve participant quality and reduce fraudulent activity.

  • •

    AI is increasing demand for user research but also pressures research teams to move faster to keep up with rapid software development cycles.

  • •

    Research infrastructure platforms like Rally provide a scalable participant CRM integrated deeply with organizations’ existing systems (Salesforce, Snowflake) and enable self-serve participant filtering through AI.

  • •

    Democratization of user research means many stakeholders outside traditional research roles are conducting user interviews, increasing the risk of poor participant quality and research decisions.

  • •

    The acquisition of User Interviews by UserTesting aims to unify participant networks and provide seamless experiences without losing tool integrations or openness.

  • •

    Synthetic users or virtual personas are being explored mainly for training and early prototype testing, but real human participants remain essential for unique insights.

  • •

    Research operations roles are shifting towards orchestrating broader data and AI-driven insights, not just conducting primary research.

  • •

    Security and privacy remain critical concerns in leveraging AI with participant data, and strict governance and consent tracking are necessary.

  • •

    Pacing in research is a key challenge: balancing fast delivery with quality insights requires thoughtful integration of AI and infrastructure.

  • •

    Interoperability and APIs are crucial; modern research tooling must integrate smoothly with other platforms to meet diverse stakeholder needs and workflows.

Notable Quotes

"If research is going to slow down the product process, most companies will end up releasing those products without doing the research."

"Participants themselves need to be real humans at the end of the day to get unique insights."

"High-quality participants are the fuel that makes the whole research operation engine run smoothly."

"We’re not trying to change behavior, but help researchers in their existing processes to make research faster."

"Synthetic users might be okay for finding average behaviors, but they won’t replace unique insights from real users."

"Research is democratized: if you’re not democratizing, you probably don’t even realize everyone in your company is talking to users in different ways."

"As more software is being built for specific personas, precise participant targeting becomes more important over time."

"Building ecosystems of interconnected tools that work seamlessly is crucial for modern, fast-moving organizations."

"No matter what your contract says, once your data is in the cloud connected to an LLM, you have to accept the risk it could be exposed."

"Research’s role may shift to orchestrators of AI-synthesized insights and gap analyses rather than just primary data collectors."

Ask the Rosenbot
George Abraham
Design Systems To-Go: Introducing a Starter Design System, and Indigo.Design Overview (Part 1)
2021 • DesignOps Summit 2021
Gold
Erin Weigel
Failure Friday #6: 90% of Everything I Do is Either Broken or Pointless
2025 • Rosenfeld Community
Carl Turner
You Can Do This: Understand and Solve Organizational Problems to Jumpstart a Dead Project
2023 • Advancing Research 2023
Gold
Maverick Chan
From Doodle to Demo: AI as Our Storytelling Partner
2025 • Rosenfeld Community
Matt Stone
Scaling Empathy, A Case Study in Change Management
2021 • Design at Scale 2021
Gold
Cennydd Bowles
Responsible Design in Reality
2021 • Design at Scale 2021
Gold
Louis Rosenfeld
Coffee with Lou
2024 • Rosenfeld Community
Angy Peterson
More Than Technology: Personalized Public Sector Experiences
2021 • Civic Design 2021
Gold
Dolly Parikh
Exit Interview #7: Journey of a Social Entrepreneur
2026 • Rosenfeld Community
Scott Stephens
The Next Generation in DesignOps Toolsets
2022 • DesignOps Community
Uday Gajendar
From AI to Zeitgeist: Theory as the design antidote to AI hype
2025 • Rosenfeld Community
Jen Cardello
Standardizing Product Merits for Leaders, Designers, and Everyone
2018 • Enterprise Experience 2018
Gold
Cheryl Platz
Collaborative Creativity through Improv
2018 • DesignOps Summit 2018
Gold
Aiyana Bodi
Three Key Climate Initiatives and How You Can Help
2024 • Climate UX Interest Group
Bianca Jefferson
From Sprints to Systems: Operationalizing Continuous Discovery Through DesignOps
2025 • DesignOps Summit 2025
Gold
Jeff Gothelf
Who does what by how much?
2025 • Advancing Service Design 2025
Gold

More Videos

Dana Chisnell

"You come from the future. Now go build it."

Dana Chisnell

The Sensemaking Business

March 10, 2026

Sam Yen

"Technology should not aim to replace humans, rather amplify human capabilities."

Sam Yen

Driving Organizational Change Through Design? Do more of this and less of that

June 9, 2017

Malini Rao

"Designing for change means focusing on learnability and product consumability, not just ease of use."

Malini Rao

Lessons Learned from a 4-year Product Re-platforming Journey

June 9, 2021

Mariah Hay

"It doesn’t matter whether we are creating an application for sending messages or providing health care; what we do can sometimes mean someone’s life or death."

Mariah Hay Marina Martin Husani Oakley Eduardo Ortiz

BUILD: Discussion

June 14, 2018

Dr. Nikki Smith

"The only thing harder than figuring out what you’re gonna do is figuring out why you’re doing it."

Dr. Nikki Smith

Research Strategy: Connecting Insights to Outcomes

March 12, 2025

Joanna Vodopivec

"Inviting other teams into research sessions lets us triangulate findings by combining interviews, observations, and focus groups."

Joanna Vodopivec Prabhas Pokharel

One Research Team for All - Influence Without Authority

March 9, 2022

Dantley Davis

"I approached design not from the context of user experience first, but from what job we’re trying to satisfy for our customers."

Dantley Davis

Leadership & Diversity—A Fireside Chat with Dantley Davis

September 17, 2020

Sam Ladner

"It’s important to put the participant at ease and not add to their cognitive burden."

Sam Ladner Megan Blocker Tanvi Dhond Katie Hansen Ricardo Martins

Methodologies: Beyond the interview [Advancing Research Community Workshop Series]

September 4, 2024

Stephen Anderson

"If you want psychological safety, you have to start with self-awareness and deep listening."

Stephen Anderson

Puzzled? How to Coordinate Humans for Complex Challenges

May 27, 2021