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  • Despite living in a volatile and complex world, many organizations still operate with outdated, industrial-era assumptions that hinder adaptability.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
Kara Kane
Communities of Practice for Civic Design
2022 • Civic Design Community
Ebru Namaldi
Designing the Designer’s Journey: Scaling Teams, Culture, and Growth Through DesignOps
2025 • DesignOps Summit 2025
Gold
John Taschek
Making People the X-Factor in the Enterprise
2018 • Enterprise Experience 2018
Gold
Sam Proulx
Accessibility: An Opportunity to Innovate
2022 • DesignOps Summit 2022
Gold
Kristin Skinner
8 Types of Measures in Design Operations
2020 • DesignOps Community
Sam Proulx
Online Shopping: Designing an Accessible Experience
2023 • DesignOps Summit 2023
Gold
Catherine Dubut
Bridging Physical and Digital Spaces: Approaches to Retail Service Design
2021 • Enterprise Community
Mike Oren
Design Research Strategy & Strategic Design Research
2022 • Advancing Research Community
Jen Cardello
Curating insight: Strategies for integrating knowledge across research functions
2025 • Advancing Research 2025
Gold
John Maeda
Making Sense of Enterprise UX
2016 • Enterprise UX 2016
Gold
John Calhoun
Meters, Miles, and Madness: New Frameworks to Measure the (Elusive) Value of DesignOps
2024 • DesignOps Summit 2024
Gold
Billy Carlson
Ideation tips for Product Managers
2022 • Design in Product 2022
Gold
Trisha Causley
[Demo] Complexity in disguise: Crafting experiences for generative AI features
2024 • Designing with AI 2024
Gold
Emilia Åström
Unlock Your Team’s Intelligence with Collaboration Design
2022 • Design at Scale 2022
Gold
Helen Armstrong
Augment the Human. Interrogate the System.
2023 • Enterprise UX 2023
Gold
Brian T. O’Neill
Does Designing and Researching Data Products Powered by ML/AI and Analytics Call for New UX Methods?
2022 • QuantQual Interest Group

More Videos

Greg Petroff

"Take your cross-functional partners out to lunch. Build relationships because people don’t resist change; they resist what they don’t know."

Greg Petroff

Software as Material—A Redux

June 6, 2023

Kayla Farrell

"I’m excited about scaling our research work with better ops support and building tools to share knowledge more efficiently."

Kayla Farrell Chelsey Glasson Sean Fitzell Jared LeClerc

What It's Like To Be a User Researcher at Compass

March 12, 2021

Sarah Alvarado

"It's time for us to shift our focus away from justifying our existence to leveraging our skills to drive strategy and measure impact."

Sarah Alvarado Nalini P. Kotamraju Anne Mamaghani Peter Merholz

How to make UX research leadership more effective [Advancing Research Community Workshop Series]

October 26, 2023

Natalie Dunbar

"Creating frameworks helps identify responsibilities, dependencies, and critical handoffs across disciplines."

Natalie Dunbar

DesignOps and Content Strategy: Envisioning the Future Together

October 1, 2021

Chris Geison

"There are more and more specialized roles emerging as research expands, like DesignOps and UX recruiting."

Chris Geison Dr. Jamika D. Burge Jemma Ahmed

What's Next for Research?

June 17, 2021

Malini Rao

"There is no solid way to control the course of your re-platforming project; being flexible is essential."

Malini Rao

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

June 9, 2021

Tricia Wang

"Systematizing work and using matrices of importance versus difficulty helps prioritize meaningful projects."

Tricia Wang

SCALE: Discussion

June 15, 2018

Roberta Dombrowski

"Collaboration helps you look at problems from different angles, which makes your work more robust and nuanced."

Roberta Dombrowski Sam Duong Woloszynski

Making Research a Team Sport

March 11, 2022

Spencer L. A. Stultz

"Dominant culture is not some natural default setting, it’s culture that imposes itself onto a space or group of people."

Spencer L. A. Stultz

Why Social Justice Frameworks are Necessary for Successful DEI/JEDI Initiatives

October 4, 2023