Rosenverse

This video is only accessible to Gold members. Log in or register for a free Gold Trial Account to watch.

Log in Register

Most conference talks are accessible to Gold members, while community videos are generally available to all logged-in members.

Research as a Catalyst for Organizational Transformation
Gold
Friday, March 12, 2021 • Advancing Research 2021
Share the love for this talk
Research as a Catalyst for Organizational Transformation
Speakers: Robin Beers
Link:

Summary

Robin, with a background in organizational psychology and a focus on diversity, equity, and inclusion, draws on her experiences in South Africa and the concept of Ubuntu to emphasize interconnectedness in business transformation. She critiques legacy industrial-era assumptions and Milton Friedman's shareholder primacy view, highlighting a shift toward ecosystem stakeholder capitalism endorsed by CEOs like Mark Benioff and Larry Fink. Robin argues that researchers have unique superpowers: learning through deep listening and empathy, connecting by breaking organizational silos, and generating actionable insights to influence strategy, structure, processes, rewards, and culture. She illustrates these with Wells Fargo case studies, such as simplifying financial tools, redesigning merchant services applications, digitizing SBA applications, and confronting cultural issues exposed by the Wells Fargo sales scandal. Robin stresses that organizational change demands navigating resistance and culture with both research craftsmanship and organizational consulting skills. She encourages researchers to take their seats at the decision-making table, as research remains the most predictive organizational practice in a volatile, uncertain, complex, and ambiguous (VUCA) world.

Key Insights

  • The African philosophy of Ubuntu (‘I am because we are’) offers a powerful lens for human-centered research emphasizing interdependence rather than rugged individualism.

  • Despite living in a volatile and complex world, many organizations still operate with outdated, industrial-era assumptions that hinder adaptability.

  • The 2019 Business Roundtable redefinition signals a major shift from shareholder primacy to stakeholder ecosystem capitalism, focusing on benefiting all stakeholders.

  • Researchers hold unique 'superpowers' to drive transformation: learning through deep empathy, connecting cross-functional teams, and generating actionable insights for change.

  • Turning the research lens internally on organizational assumptions ('in here') as well as externally on customers ('out there') enables alignment and meaningful transformation.

  • Research acts as a silo-busting platform, fostering cross-disciplinary conversations that rarely happen otherwise but are essential for customer-centricity.

  • Experiential significance is a felt recognition within research data that identifies truly critical issues demanding organizational attention.

  • Organizational levers including strategy, structure, process, rewards, and culture must all be considered and can be tripped by research insights for effective change.

  • Cultural challenges, such as the sales vs. service divide at Wells Fargo, reveal the difficulty of acting on research findings when they confront entrenched mindsets.

  • Researchers need organizational consulting skills, including facilitation and managing resistance, beyond traditional research craft to effect systemic change.

Notable Quotes

"Ubuntu means I am because we are — we don’t really know our own humaneness unless it’s in relationship to other people."

"We’re still operating from an industrial era hangover — a mechanistic way of problem solving that doesn’t fit today’s complexity."

"The Business Roundtable radically redefined the purpose of a corporation — it’s to promote an economy that serves all Americans, not just shareholders."

"Researchers have superpowers: deep listening, empathy, making connections, synthesis — capabilities everyone in business needs today."

"Turning the research lens on both the ‘in here’ organization and the ‘out there’ customer reality helps reveal misalignments and opportunities."

"Research is inherently a silo-busting activity because customers experience the whole, not just parts divided by departments."

"Experiential significance is that moment in research when something just hits you as really important and impossible to ignore."

"In the application process for merchant services, underwriting’s risk-first mindset conflicted with customer needs, causing friction."

"There is no quick fix to culture — the sales versus service divide at Wells Fargo was a cultural issue that required bravery to address."

"Research really is the most predictive practice an organization has — we are the only ones who can really predict the future."

Ask the Rosenbot
Sarah Gallimore
Inspire Progress with Artifacts from the Future
2022 • Civic Design 2022
Gold
Savina Hawkins
Harnessing AI in UXR: Practical Strategies for Positive Impact
2024 • Advancing Research 2024
Gold
Jemma Ahmed
Theme 2 Intro
2024 • Advancing Research 2024
Gold
Dr. Jamika D. Burge
Advancing the Inclusion of Womxn in Research Practices
2022 • Advancing Research Community
Jemma Ahmed
Collaboration: learning from other fields beyond our own [Advancing Research Community Workshop Series]
2024 • Advancing Research Community
Maria Giudice
Becoming a Changemaker by Leading with Design
2023 • Advancing Research 2023
Gold
Landon Barnes
Are My Research Findings Actually Meaningful?
2022 • Advancing Research 2022
Gold
Steve Chaparro
Bringing Into Alignment Brand, Culture and Space
2020 • DesignOps Community
Product and Design at Bloomberg: A 15-year Evolution
2022 • Design in Product 2022
Gold
Rachael Greene
Building a Design Ops Practice that Really Works (Most of the Time)
2025 • DesignOps Community
Kit Unger
Theme 2: Discussion
2024 • Enterprise Experience 2020
Gold
Kristen Guth, Ph.D.
Out of the FOG: A Non-traditional Research Approach to Alignment
2023 • Advancing Research 2023
Gold
Sam Ladner
Methodologies: Beyond the interview [Advancing Research Community Workshop Series]
2024 • Advancing Research Community
Nalini P. Kotamraju
An Organizational Story: Salesforce Lightning Design System
2016 • Enterprise UX 2016
Gold
Nathan Curtis
Beyond the Toolkit: Spreading a System Across People & Products
2016 • Enterprise UX 2016
Gold
Holly Cole
Understanding Experiences: When you have to do more than work
2018 • DesignOps Summit 2018
Gold

More Videos

Bob Baxley

"We are in the process of growing and maturing the design system before we open it to the public."

Bob Baxley Sara Asche Anderson Sharon Bautista Frank Duran Jamie Kaspszak Abbey Smalley Sylas Souza

Theme 4: Discussion

January 8, 2024

Jonathon Colman

"The oldest lesson is that failure is a far better teacher than success, but this year I found resilience in something stronger: hope."

Jonathon Colman

How to Maximize the Impact of Content Design

January 8, 2024

Billy Carlson

"Hierarchy is almost subconscious — you can design for how our eyes are naturally drawn to elements."

Billy Carlson

Pro-level UI Tips for Beginners

September 9, 2022

Amy Marquez

"You have to understand how the business actually makes money to align UX with it."

Amy Marquez

INVEST: Discussion

June 15, 2018

Stephen Pollard

"This client project is very deliberate and explicit in focusing on culture and values."

Stephen Pollard

Closing Keynote: Getting giants to dance - what can we learn from designing large and complex public infrastructure?

November 7, 2017

Silke Bochat

"Plans are useless, but planning is indispensable. You have to keep moving forwards even if the destination keeps changing."

Silke Bochat

5 Antifragile Strategies for a DesignOps 2.0

September 23, 2024

Jen Cardello

"Scale isn’t just about quantity, it’s about the quality and impact you have on organizational outcomes."

Jen Cardello

Standardizing Product Merits for Leaders, Designers, and Everyone

June 15, 2018

John Mortimer

"Language is very important; sometimes new vocabulary helps because people didn’t have a word before."

John Mortimer Milan Guenther Lucy Ellis Patrick Quattlebaum

Panel Discussion

December 3, 2024

Sam Proulx

"Focus changes are critical to inform screen reader users when dialogs open or content changes."

Sam Proulx

Designing For Screen Readers: Understanding the Mental Models and Techniques of Real Users

December 10, 2021