Research After UX
Summary
Moving the research function out from UX can transform how insights influence product-making in an organization. In this talk, Nalini explains how and why she led this shift for her team at Salesforce, as well as the move’s effect on their work and impact. Nalini will also share lessons learned in the process - “the how to’s” and the “absolutely how not to’s” - that may inspire and guide leaders and individual contributors alike.
Key Insights
-
•
Decoupling research from UX can provide researchers with more agency to frame broader business problems beyond design.
-
•
Identity work is a fundamental challenge when moving research out of UX, requiring careful leadership attention.
-
•
Playing the long game through persistent business case building and internal socialization is essential for organizational change.
-
•
Research teams positioned alongside product management, engineering, and data science gain higher visibility and influence.
-
•
Measuring research impact becomes more complex but broader, shifting from simple metrics like study counts to influence and strategic involvement.
-
•
Research operations functions are crucial infrastructure that enable scalable, efficient research beyond UX.
-
•
Control over budget and headcount advocacy improves significantly when research reports outside UX.
-
•
COVID-19 amplified issues around identity and belonging for team members during organizational transitions.
-
•
In B2B companies like Salesforce, much product decision-making happens before UX, necessitating research involvement earlier in the lifecycle.
-
•
Providing reassurance and support for new research skills helps ease team anxieties during structural changes.
Notable Quotes
"What happens if research does not report into UX? What might happen if we uncouple research from UX?"
"We made this move in January 2020 — our research and insights team moved out of UX but stayed within product organizations."
"Conscious uncoupling is about identity — how one thinks of oneself defines oneself and how others define you."
"I believed we could do more — more for the company, customers, stakeholders, and ourselves if we had more agency."
"Our research practice was perceived largely as design testers, empathy vehicles, and policing functions — a narrow, reactive role."
"After the move, our work had more impact, more visibility, and we're present across the entire product life cycle."
"Research operations is the spine of any successful research and insights group."
"For the first time, I was able to advocate for funding directly for the research function at high executive levels."
"I underestimated how much identity our team tied to UX and how scary that loss felt to many of them."
"Our shift is structural, not because of personalities — it was needed to influence earlier, more business-centric decisions."
Or choose a question:
More Videos
"Product folks face challenges translating clear founder or business goals down to motivating operational teams."
Christian Crumlish Aditi Ruiz Johanna Kollmann Catt SmallMorning Insights Panel
December 6, 2022
"The true focus of revolutionary change is never merely the oppressive situation but rather that piece of the oppressor that lives in all of us."
Sahibzada MayedThe Politics of Radical Research: A Manifesto
March 27, 2023
"Today’s about celebrating the big and small innovations that make us more effective and intentional."
Jon FukudaTheme 3 Intro
September 25, 2024
"Even with all our automation, we always need a human to judge the output."
Claire DhooscheCoordinating chaos: Preventing workflow fragmentation when everyone accelerates with AI
June 9, 2026
"Many leaders don’t have time to pause and reflect, but that reflection is critical for understanding the full picture of their leadership."
Jason Mesut Martina Hodges-Schell Jose CoronadoUnmasking Design Leadership: Navigating leadership without neglecting ourselves
October 30, 2025
"Trust takes time, hard work, and consistency to build, especially in times of change when time is a luxury we don't have."
Kim Holt Emma Wylds Pearl Koppenhaver Maisee XiongA Salesforce Panel Discussion on Values-Driven DesignOps
September 8, 2022
"This was a transformational day where everyone got to join together."
Ariel KennanBuilding a Design Culture
June 9, 2017
"We want you to put your pencil down and pay attention because you have access to sketch notes, recorded talks, decks, and written notes."
Louis Rosenfeld Christian CrumlishOpening Remarks
November 29, 2023
"The greatest scientific breakthroughs tend to come from edge cases, which AI tends to ignore."
Rachael Dietkus, LCSW Llewyn Paine Nishanshi Shukla David WomackAI: Passionate defenses and reasoned critique [Advancing Research Community Workshop Series]
September 18, 2024
