UX Research Excellence Framework
Summary
A multidisciplinary research team needs a well-crafted framework to guide their behavior, nurture their growth, and cultivate their culture. Otherwise, they feel stuck in growth and unmotivated to collaborate. Through a participatory design, the authors established a three-pillar excellence framework at Uber. First, it focuses on the research impact on product experimentation, products, roadmaps, and the company/organization. Second, it promotes creative research methods that successfully prioritize work, produce and scale rigorous insights, and empower other researchers. Third, it recognizes true partnership cross functional teams and beyond their own product area. This framework worked well at Uber for years, and recently was applied by the authors in Booking.com and Course Hero with some modifications. As this starter framework, they hope all researchers and research leaders can build their own ones based on their situations.
Key Insights
-
•
A three-part research framework focused on impact, methods, and partnership can guide teams in fast-paced, changing environments.
-
•
Prioritizing research projects using a rubric including customer impact, business impact, and collaboration quality helps clarify trade-offs and resource allocation.
-
•
An impact matrix balancing one-time, roadmap, experiment, and ongoing research types ensures a balanced and sustainable research portfolio.
-
•
Simple, scalable research methods like mobile intercept surveys can provide reliable, valid data across languages and contexts.
-
•
Moving research involvement earlier in the product development process accelerates decision-making and avoids costly mistakes.
-
•
Cross-functional partnerships with data science, engineering, and product teams are crucial for integrating research effectively and efficiently.
-
•
Recognition programs like monthly research excellence awards help sustain team motivation and highlight success.
-
•
Ethics should be embedded as a core value both in research operations and project prioritization.
-
•
Entering net new research domains requires focusing first on impact definition, then methods suited for subjective and complex human factors.
-
•
Balancing business and customer impact often reveals aligned interests rather than conflicts, as in the example of early trip cancellations improving user control.
Notable Quotes
"We developed this research framework during our time at Uber together with an extended leadership team as the team grew from 30 to 100."
"To have a strategy you need to think about how to prioritize, because you can’t do all the research requests that come in."
"Being simple is extremely complex. Adding complexity is easy, but simplicity requires discipline and focus."
"Our intercept survey is more reliable than NPS and works well even for illiterate drivers because it uses emojis as response options."
"Moving research upstream in the product process helps solve problems faster and save millions of dollars."
"We always recommend starting with one method and adding another only when absolutely needed."
"Ethics is a very important part of any user research team and should be a foundational part of how you evaluate work."
"If you’re the first researcher in a big org or new domain, focus on defining impact before deciding methodology and partnerships."
"Sometimes business and user interests seem opposed, but thoughtful research reveals ways to align them, like early trip cancellations."
"Recognition programs help create a happy, inclusive, and high-performing global team focused on impact."
Or choose a question:
More Videos
"People want to see competencies for individual contributors versus managers and how those evolve at different career levels."
John Calhoun Rachel PosmanBring your DesignOps Story to Life! The Definitive DesignOps Book Jam
October 3, 2023
"Safety is your number one concern, privacy is your number two, and usability is number three."
Daniel J. RosenbergDigital Medicine Design
September 26, 2019
"We want to leapfrog over individually inspecting things; developers won't have to copy and paste anything."
George Abraham Stefan IvanovDesign Systems To-Go: Indigo.Design Overview and Exploring the Developer Workflow (Part 3)
October 1, 2021
"We had one researcher for every 10 designers, sometimes even one for every 15."
Marjorie Stainback Kelsey KingmanTransforming Strategic Research Capacity through Democratization
October 24, 2019
"When it's done, I invite you to take the lessons learned and provocations shared back into your professional lives."
Chris GeisonTheme Two Intro
March 28, 2023
"You can’t have an accessible experience if it’s not usable, and you can’t have a usable experience if it’s not accessible."
Nicole Bergstrom Anna Cook Kate Kalcevich Saara Kamppari-MillerAccessibilityOps: Moving beyond “nice to have”
September 19, 2024
"There's no universal design for all aging factors; customization is key."
Rittika BasuAge and Interfaces: Equipping Older Adults with Technological Tools
February 23, 2023
"Personalization of accessibility settings will be the next big shift, letting users avoid repeated microaggressions like repeatedly enabling captions."
Sheri Byrne-HaberThe Importance of Accessible Design Systems
January 8, 2024
"Content strategy should be at the kickoff to determine the needed level of involvement early."
Natalie DunbarDesignOps and Content Strategy: Envisioning the Future Together
October 1, 2021