Unsticking Research for Better Information Flow
Summary
Creating and sharing knowledge to make better decisions and solve problems is the core of a research function. An “insight” helps organize disparate information – it makes things clear.
Key Insights
-
•
Deliberate documentation with decision focus and tagging is key to making research insights retrievable and actionable across teams.
-
•
Limiting key insights to five per report prevents dilution and conflicting stakeholder interpretations.
-
•
AI tools like SharePoint Copilot and custom GPTs can effectively interrogate research repositories to detect duplication and support decision-making.
-
•
Tagging documents with metadata such as decision informed, core problem, and expiry date helps both humans and AI find relevant insights quickly.
-
•
Curated communication—using output-only channels for high-frequency updates and targeted in-depth emails—prevents stakeholders from becoming overwhelmed.
-
•
Research insights have varying shelf lives; pricing studies may expire in 12-18 months while usability heuristics last longer.
-
•
Keeping research reports focused on actionable decisions ties the insight work directly to business impact and ROI.
-
•
An insight is a finding plus an opinion, emphasizing the so-what that ties data to business and user meaning.
-
•
Scaling insight sharing requires evolving processes suited to company size, culture, and tools availability.
-
•
Building relationships with customer-facing teams strengthens research influence and amplifies insights usage.
Notable Quotes
"What good are the insights if we can’t get them where they need to go, when they need to go there, and make sure they get used?"
"We end up with this junk drawer phenomenon with spaghetti-fication of different insights being passed around with no clarity."
"Deliberate documentation can be the decider between something being useful in the future or not."
"An insight is a finding plus an opinion — it’s the so what of it all."
"No more than five key insights — any more and teams start going off in different directions."
"We are not just doing research to find stuff out; we need to show a return on investment on everything."
"Don’t try to tag all historical work at once — tag as you go to avoid re-platforming nightmares."
"Curated communication means linking, not explaining — think of your messages as a doorway, not the destination."
"If you’re a team of one, focus on getting one stakeholder at a time to sponsor your work."
"If you’re in a big company, think smaller to work bigger — narrow your focus rather than get distracted by every shiny tool."
Or choose a question:
More Videos
"Design review is simply the act of designers collaborating to increase quality and craft."
Erika Kincaid Brenna Heaps Jessica TsukimuraConnecting the Dots: How to Foster Collaboration and Build a Strong Design Review Culture
June 8, 2022
"Building trust and credibility was more important than immediately overhauling products."
Catherine CourageThe Enterprise UX Journey: Lessons From the Voyage & The Opportunity Ahead
May 13, 2015
"Building relationships beyond roles, as people, makes everything else fall into place."
Shahrzad SamadzadehWhat Is My Value? Two Takes and Some Mistakes
January 8, 2024
"Design ops must learn to advocate for themselves because oftentimes when things go well, no one notices the work behind the scenes."
Bria Alexander Meredith Black Tim GilliganState of DesignOps Panel
October 1, 2021
"The biggest challenge I see is scaling without losing our humanity."
Bud Caddell Kristin Skinner Alana WashingtonDesignOps Community Sensing Session
May 13, 2021
"You don’t need special hardware; these open source models can run locally on an M1 MacBook or a gaming machine."
Ian JohnsonLatent Scope: Finding structure in unstructured data
June 11, 2025
"The team brought structure and clarity by mapping requirements into user journeys and stories."
Rob Mitzel Sébastien MaloThe Tale of Two Companies: Building a Successful UX Practice in a Century-Old Enterprise
January 8, 2024
"Moderated one-on-ones let teams probe deeply without needing massive, complicated studies."
Gabriela BarnevaOperationalizing Inclusive Design in Design Ops
September 11, 2025
"Every innovation carries responsibility; we must tread carefully with AI in health."
Vincent BrathwaiteOpener: Past, Present, and Future—Closing the Racial Divide in Design Teams
October 22, 2020