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
"Choosing among so many UX tools is hard because every team and researcher is different."
JP Allen Carrie Boyd Malcolm EvansNavigating the UX Tool Landscape
March 11, 2021
"Productive failure leverages the brain’s strong memory of struggle to support deeper learning."
Zen RenTaking Inspiration from Instructional Design for Research
March 10, 2022
"We didn’t want to be navel-gazy; we wanted to understand the value our teammates would find in a role like this."
Kristin SkinnerTheme 1 Intro
September 29, 2021
"One hallmark of a healthy team is how well team members feel cared for so they can shine."
Kristin SkinnerTheme 2: Introduction and Provocation
January 8, 2024
"The Austin studio’s walls can be put up and taken down by a 90-pound person on a Home Depot shopping cart."
Phil GilbertA Consistent Culture of Design
May 14, 2015
"The risk of AI is that it will over-rely on past priorities and miss new, emerging signals."
Mark Interrante Harry MaxAI for Prioritization (3rd of 3 seminars)
July 11, 2024
"Co-creation is the single best way to get people to really buy into the ideas and use the design system properly."
Dave Malouf Amy ThibodeauPanel: Design Systems and Documentation
November 7, 2017
"Choosing to remain silent is still a choice; agency means owning how and if you participate."
Sahibzada MayedThe Politics of Radical Research: A Manifesto
March 27, 2023
"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 OrtizBUILD: Discussion
June 14, 2018
