Research-First Design Thinking

Every great product begins with understanding the people it serves. My research philosophy centers on the belief that design decisions should never be based on assumptions β€” they should be grounded in real user data, behavioral evidence, and empathetic insight.

Over eight years of practice, I've developed a rigorous yet flexible research approach that adapts to project constraints while maintaining methodological integrity. Whether it's a rapid two-week discovery sprint or a comprehensive four-month longitudinal study, the goal remains the same: de-risking product decisions through evidence.

I believe the best research is invisible to end users but transformative for stakeholders. Every finding should translate into clear, actionable recommendations that bridge the gap between what users need and what the business can deliver.

01

Human-Centered

Users are not metrics β€” they're the foundation of every design decision we make.

02

Evidence-Based

Data and observation replace opinions and assumptions at every stage of the process.

03

Actionable Output

Research without recommendations is just an academic exercise. Insights drive decisions.

04

Iterative & Adaptive

Research is continuous. Findings from one phase inform and reshape the next.

Research Methods I Use

A comprehensive toolkit of proven methods, selected and adapted based on project goals, constraints, and the specific questions we need to answer.

🎀

In-Depth Interviews

Semi-structured 60-minute sessions exploring user motivations, pain points, mental models, and behavioral patterns in depth.

Core Method
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Contextual Inquiry

Observing users in their natural environment to understand real-world workflows, environmental factors, and unarticulated needs.

Field Research
πŸ‘₯

Focus Groups

Facilitated group discussions to explore attitudes, social dynamics, and emergent perspectives on product concepts.

Group Research
πŸ—ΊοΈ

Diary Studies

Longitudinal self-reporting over 1-4 weeks to capture evolving behaviors, frustrations, and usage patterns over time.

Longitudinal
πŸ“Š

Surveys & Questionnaires

Statistically designed surveys to measure satisfaction, prioritize features, and quantify user attitudes at scale.

At Scale
πŸ“ˆ

Analytics Analysis

Deep-dive into behavioral analytics, funnel analysis, and cohort segmentation to identify patterns and drop-off points.

Behavioral Data
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A/B Testing

Hypothesis-driven experiments to validate design decisions with real user behavior data and statistical significance.

Validation
πŸ“

Card Sorting

Quantitative card sorting studies to validate information architecture and optimize navigation structures.

IA Research
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Discovery Research

Foundational research to understand user needs, define problems, and identify opportunities before any design begins.

Foundational
πŸ‘€

Persona Development

Data-driven persona creation grounded in real research, segmentation analysis, and behavioral clustering.

Synthesis
πŸ“

Jobs-to-be-Done

Framework for understanding the underlying motivations and progress users seek when "hiring" a product.

Framework
πŸ”—

Customer Journey Mapping

End-to-end visualization of user touchpoints, emotions, and opportunities across the entire experience lifecycle.

Visualization
πŸ§ͺ

Usability Testing

Moderated and unmoderated task-based testing to identify friction points, measure learnability, and validate designs.

Core Method
πŸ”Ž

Heuristic Evaluation

Expert review against established usability principles to quickly identify high-impact issues and improvement opportunities.

Expert Review
πŸ‘£

First-Click Testing

Measuring where users click first when given a task to evaluate the intuitiveness of information architecture.

Remote Testing
πŸ’¬

SUS & NPS Scoring

Standardized measurement instruments to benchmark usability satisfaction and track improvements over release cycles.

Benchmarking

Research Engagement Process

A structured yet adaptable framework that ensures thorough investigation while delivering timely, actionable results.

πŸ“Œ Phase 1: Research Planning & Scoping

Week 1

Aligning stakeholders on research objectives, defining key questions, identifying target audiences, and selecting appropriate methodologies based on constraints and goals. This phase produces a comprehensive research plan that serves as the project blueprint.

Stakeholder Interviews Research Plan Question Definition Risk Assessment

πŸ“‹ Phase 2: Study Design & Preparation

Week 1-2

Developing discussion guides, consent forms, recruitment screener questions, test scenarios, and task flows. Preparing all materials and tools needed for data collection. Running pilot tests to refine instruments and ensure quality.

Discussion Guides Screener Design Pilot Testing Tool Setup

🎯 Phase 3: Data Collection & Fieldwork

Week 2-4

Conducting the actual research sessions β€” interviews, usability tests, contextual observations, or survey deployments. Real-time note-taking, session recording, and ongoing initial pattern identification. Stakeholder observation invitations for live sessions.

Interviews Observation Recording Live Note-Taking Stakeholder Observation

πŸ”¬ Phase 4: Analysis & Synthesis

Week 4-5

Transcribing recordings, coding qualitative data, aggregating quantitative results, identifying patterns, themes, and insights. Using affinity mapping, thematic analysis, and statistical methods to transform raw data into structured understanding.

Affinity Mapping Thematic Analysis Statistical Analysis Pattern Recognition

πŸ“Š Phase 5: Insights & Recommendations

Week 5-6

Translating findings into actionable insights with prioritized recommendations. Creating artifacts like journey maps, personas, opportunity maps, and insight reports. Ensuring every finding connects to a clear strategic or tactical implication.

Insight Reports Journey Maps Opportunity Maps Prioritization Frameworks

πŸ“£ Phase 6: Presentation & Knowledge Transfer

Week 6-7

Presenting findings to stakeholders through interactive workshops, highlight reels, and compelling storytelling. Facilitating co-creation sessions to translate insights into design opportunities. Ensuring knowledge is absorbed across the team and organization.

Workshops Highlight Reels Presentations Knowledge Repositories

Selected Research Projects

Real-world examples of how research has directly influenced product outcomes and business metrics.

Case Study β€” FinTech

Reimagining the Digital Banking Experience

Discovery research for a major financial institution looking to modernize their online banking platform and reduce customer churn by 25%.

🎯 Research Challenge

The client's banking app had high abandonment rates during onboarding (67%) and poor satisfaction scores (SUS: 52). The product team had conflicting hypotheses about the root causes β€” was it trust issues, complexity, or feature gaps?

πŸ” Methods Used

  • 32 in-depth user interviews (4 user segments)
  • Moderated usability testing (24 participants)
  • Contextual inquiry (8 field sessions)
  • Comprehensive analytics audit
  • Competitive heuristic benchmarking (5 competitors)

πŸ’‘ Key Findings

  • Users didn't trust the security prompts β€” they felt interrogated, not protected
  • The 7-step onboarding process killed momentum; users wanted to start in 3 steps
  • Mobile-only users (42% of base) were severely underserved by desktop-first design
  • Financial literacy varied wildly β€” jargon was a major barrier

πŸ“ˆ Impact

-41%
Onboarding Abandonment
+38
SUS Score (52β†’90)
-22%
Customer Churn
Case Study β€” Healthcare

Patient Portal Usability Overhaul

Evaluative research and redesign for a hospital network's patient portal serving 200,000+ patients with varying levels of digital health literacy.

🎯 Research Challenge

The patient portal had a 34% task failure rate for basic tasks (viewing lab results, scheduling appointments). Patient support calls cost the organization $2.4M annually. The system needed to serve patients aged 18-90+ with drastically varying tech proficiency.

πŸ” Methods Used

  • 40 usability tests across 4 age/literacy groups
  • 12 contextual observation sessions (waiting rooms, home)
  • Survey (N=1,200 patients) for quantitative benchmarking
  • Accessibility audit against WCAG 2.1 AA
  • Information architecture card sort (80 participants)

πŸ’‘ Key Findings

  • Clinical jargon in lab results caused anxiety and confusion for 78% of patients
  • Navigation structure didn't match patient mental models of healthcare
  • Font sizes, contrast ratios, and touch targets failed basic accessibility standards
  • Patients needed a "trusted guide" metaphor β€” the system felt cold and institutional

πŸ“ˆ Impact

-56%
Task Failure Rate
$1.1M
Annual Support Savings
4.6β˜…
Patient Satisfaction

Research Tools & Software

The tools I rely on to plan, conduct, analyze, and communicate research effectively.

🎨

Figma

Prototyping & Design

πŸ“Ή

Zoom

Remote Sessions

πŸ”¬

Maze

Unmoderated Testing

πŸ“Š

Hotjar

Behavioral Analytics

🧠

Miro

Collaboration & Synthesis

πŸ“

Dovetail

Research Repository

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Qualtrics

Survey Design

πŸ‘₯

UserTesting.com

Recruitment & Testing

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Mixpanel

Product Analytics

πŸ”

Optimal Workshop

IA Research

πŸ““

Notion

Documentation

πŸ“Ž

Lookback

Session Recording

What You'll Receive

Tangible, well-crafted research artifacts designed to inform decisions and inspire design innovation.

πŸ“„

Research Report

Comprehensive document with methodology, key findings, insights, prioritized recommendations, and supporting evidence with video clips.

πŸ‘€

User Personas

Data-driven personas capturing key user segments, behaviors, goals, motivations, frustrations, and design implications for each.

πŸ—ΊοΈ

Journey Maps

Visual end-to-end maps of user experiences across touchpoints, including emotions, pain points, and identified opportunity areas.

πŸŽ₯

Highlight Reel

Curated compilation of the most impactful research moments β€” quotes, reactions, and observations that drive empathy and urgency.

🧩

Opportunity Map

A structured framework connecting user pains to product opportunities, prioritized by impact and feasibility for the product team.

πŸ“‹

Usability Report

Severity-rated list of usability issues with specific recommendations, before/after comparisons, and SUS/NPS benchmark scores.

Research Team

A collaborative team of researchers and strategists who bring diverse perspectives and deep expertise to every project.

πŸ‘¨β€πŸ’»

Alex Morgan

Lead UX Researcher

8+ years leading research initiatives for fintech, healthcare, and SaaS products. Double-credentialed in psychology and HCI.

Interviews Strategy Synthesis
πŸ‘©β€πŸ”¬

Dr. Priya Sharma

Quantitative Researcher

PhD in Statistics with 6 years of experience in survey design, behavioral analytics, and experimental methodology.

Analytics Statistics A/B Testing
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James Okonkwo

UX Designer / Researcher

Design researcher with expertise in usability testing, rapid prototyping, and design thinking facilitation.

Usability Prototyping Workshops
πŸ‘©β€πŸ’Ό

Lena Vasquez

Research Coordinator

Expert in participant recruitment, scheduling, research operations, and building sustainable research repositories.

Operations Recruitment Repositories

Ready to Make Evidence-Based Design Decisions?

Whether you need a quick usability test or a comprehensive discovery study, let's discuss how research can de-risk your next product initiative.

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