FINDING WHAT
USERS NEED BEFORE
A LINE IS
DRAWN

I run the full research lifecycle myself: writing the brief, designing the study, recruiting and screening participants, moderating sessions, and turning raw transcripts into deliverables a team can act on. Four threads here shaped real product direction, from foundational discovery to multi-group usability testing to the operations that let several studies run at once.

Role
Lead Product Designer, research DRI
Discipline
Discovery, usability testing, synthesis, research ops
Context
Enterprise B2B SaaS platform
Threads in this study
04
THREAD 01 / 04
Multi-group usability study
Moderated + unmoderated Three user groups Cross-group synthesis Full lifecycle
INTERNAL CUSTOMERS MARKETERS SYNTHESIS
Fig. — Three groups, one signal
The problem

A new bulk creation feature was in prototype, but nobody knew whether it worked for the people who'd use it daily. Engineering wanted evidence before committing. One user group wouldn't tell the whole story; internal experts, paying customers, and external marketers each bring different context.

What I did

I ran usability testing across three groups: internal team members moderated, current customers unmoderated, external growth marketers unmoderated. I wrote the screeners, recruited participants, moderated the think-aloud sessions, and built the unmoderated tests. Then I synthesized everything into one cross-group view, separating what was universal from what was group-specific and scoring severity by product familiarity. The findings reshaped the plan: we cut a complex in-platform editing approach once research showed it was hard to use and rarely needed, and shipped the simpler, higher-value path first.

The concept landed across every group. Confusion clustered in a few specific moments, and severity tracked how familiar each group was with the product. Cross-group research synthesis
3
User groups, each tested with a matched method: moderated and unmoderated
2.9/5
Average confidence without training, the metric that reframed the work
5/7
Named error recovery the top blocker, prioritized before re-test
THREAD 02 / 04
Discovery interviews
Generative research Theme synthesis Mental models Workaround signals
INTERVIEWS THEMES
Fig. — Interviews grouped by theme
The problem

Before designing anything, we needed to understand how enterprise customers actually worked at scale, where the tooling fell short, and what they'd built to compensate. Foundational discovery: no prototype to test, just open questions about real workflows.

What I did

I ran discovery sessions with enterprise customers across retail, grocery, hospitality, media, and sports, then synthesized them into cross-interview documents by theme. The strongest signal recurred across every vertical: customers had independently built elaborate parallel spreadsheet systems outside the product because the in-platform experience didn't match how they actually worked. The same themes surfaced again and again, naming and discoverability at scale, export and audit gaps, a hard dependency on code for non-technical users. I turned each into a structured deliverable with quotes, implications, and next steps the team could design against.

Customers had quietly built their own spreadsheet systems around the product to get their work done. That workaround was the clearest signal in the whole study. Discovery synthesis, cross-interview themes
5+
Industries covered: retail, grocery, hospitality, media, and sports
1
Dominant signal: parallel workaround systems built outside the product
100%
Of themes shipped with implications and next steps the team could act on
THREAD 03 / 04
Research operations
Advisory community Multi-region program Standing recruitment pool Concurrent studies
RECRUITMENT POOL STUDY STUDY STUDY
Fig. — One pool, parallel studies
The problem

One study at a time couldn't keep pace with the roadmap, and ad hoc recruitment was slow and inconsistent. We needed a repeatable way to source the right participants and run several studies in parallel without findings bleeding together, and it had to work across regions.

What I did

I founded a customer advisory community as a standing recruitment pool and designed the whole program: a hand-selected founding cohort of enterprise customers across travel, food, fintech, retail, and tech; a year-long cadence of an in-person kickoff, monthly virtual sessions, and quarterly events and newsletters; and a dedicated channel where members were answering each other's product questions within the first week. I ran the events and built the scoring model that expanded it across Europe, North America, and Asia-Pacific. With the pool in place I ran concurrent studies across product areas, holding firm that screener quality shapes who shows up and that parallel studies need clear synthesis boundaries to keep insights attributable.

A good screener decides who actually shows up, and parallel studies stay useful only when each one's synthesis has clear boundaries. Research operations principle
3
Global regions the program scaled across: Europe, North America, Asia-Pacific
100%
Member retention in the founding cohort, voluntary attrition aside
8
Distinct roadmap influences traced back to the founding cohort's input
THREAD 04 / 04
Study design
Method selection Falsifiable hypotheses Discussion guides Actionable framing
? DEPTH VOLUME MODERATED UNMODERATED
Fig. — Method matched to question
The problem

Research only earns its keep when the study is built to answer the real question. Pick the wrong method, or frame things so loosely that any result confirms the plan, and you waste participants and produce findings nobody can act on.

What I did

I matched method to question deliberately: moderated think-aloud sessions to understand reasoning and probe on hesitation, unmoderated prototype tests for independent task completion at volume. I wrote study goals as falsifiable hypotheses with explicit success metrics, drew the scope lines so reviewers knew what the study could and couldn't produce, and authored the discussion guides that kept sessions consistent.

Write the hypothesis as something the study could actually disprove, then draw the scope lines before anyone runs a session. Study design principle
2
Methods matched to intent: moderated for reasoning, unmoderated for volume
1
Falsifiable hypothesis set per study before any session ran
0
Scope surprises: each study stated what it would and wouldn't answer