We are used to research being dissected and treated with great care in the academic world. In companies, however, we are not as strict. Keeping track of this data in businesses is traditionally not as well structured as its academic counterpart. We are seeing a trend where product teams now also start to structure their qualitative data in smart ways using research repositories.
What Is a Research Repository
A research repository is a centralized location for storing and organizing qualitative data, serving as a single source of truth for product teams, user researchers, and other stakeholders. It’s a dedicated tool that helps teams manage and leverage insights from user research, customer feedback, and other qualitative research methods.
All of your qualitative data in one place
A user research repository acts as a unified place to store qualitative data, housing various types data such as:
User interviewsInterview notesTime-stamped notesCustomer feedbackCustomer reviewsQualitative interviewsHours of interview footageInterview clips
By consolidating this information in one place, teams can easily access and analyze data from multiple sources, making it easier to unearth insights and make user-centric decisions.
Source-truth traceability
One of the key features of a research repository is its ability to maintain source-truth traceability. This means that all insights and data can be traced back to their original sources, ensuring the integrity and reliability of the information. This traceability is crucial for:
Validating insightsConducting literature reviewsSharing insights with confidenceMaking informed decisions based on reliable data
Research repos help to keep track of key insights for your team, making accountability a far easier job. Repository tools help a product team to make decisions based on source truth, and share insights with C-levels and product managers.
But the applicability goes far beyond that. Qualitative researchers can use it to store data from sources previously inaccessible. Imagine sales teams, for example, who can now log their precious calls and share insights and recordings into this virtual environment, making it far easier for those researchers to access these insights.
What is the difference between a database and a repository?
Traditionally we are used to use Google Drive or Confluence to store company data. But these function mostly as just a database. While both databases and repositories store information, these tools are missing a key feature. Research repositories help to extract key insights, backtrack original sources and communicate with other teams. Unlike a general database, a repository:
Is a foundation for a single source truth. Using a research repository helps to have a research brain for companies. Having a colleague leave does not mean their knowledge is lot.Gives qualitative researchers analysis tools to synthesize data at scale. Interview notes, meetings, recordings, customer reviews, literature reviews all function as a source of truth.Helps explain contextual problems by having rich data, such as in-vivo codes. Product teams now have the full picture when making decisions on new product innovations.
What Is Included in a Research Repository
A comprehensive research repository is more than just a storage space for data; it’s a dynamic ecosystem that supports the entire research process. Here’s an in-depth look at what a well-designed research repository typically includes:
Raw Data Collection
At its core, a research repository houses a vast array of raw qualitative data. This includes transcripts and recordings from user interviews, customer feedback forms, survey responses, usability test results, and even social media comments. The repository acts as a central hub for all these diverse data sources, ensuring that no valuable insight is lost or overlooked.
Advanced Analysis Tools
Beyond simple storage, a research repository incorporates sophisticated analysis tools. These tools allow researchers to process and categorize data efficiently. For instance, they might include sentiment analysis algorithms to gauge customer emotions, text mining capabilities to identify recurring themes, or AI-powered tools that can summarize long interview transcripts. These analysis tools transform raw data into actionable insights, saving researchers countless hours of manual work.
Collaborative Features
Modern research repositories recognize that insights are most valuable when shared. They include robust collaboration features that allow for seamless sharing of findings across different teams. Product managers can easily access user feedback relevant to their features, marketing teams can dive into customer sentiments, and sales teams can retrieve real-world use cases. These collaborative features often include commenting systems, shared workspaces, and real-time editing capabilities, resulting in better knowledge sharing and collaboration.
Coding and Categorization
To make sense of information at scale, research repositories include tagging and categorization systems. This follows the grounded theory method, often used in academics to come up with responsible and reproducible theories. These allow researchers to organize data in multiple ways — by project, by theme, by data type, or any other relevant category. Some repositories even employ AI to suggest tags automatically, ensuring consistency across large datasets. Quotes and tags make sure that data can be easily retrieved and cross-referenced, leading to more rich and reproducible insights.
By incorporating these elements, a research repository becomes more than just a data storage solution. It transforms into a powerful tool that not only preserves valuable insights but also actively contributes to the research process, fostering collaboration, driving decision-making, and ultimately leading to better, more user-centric products and services.
How to start building a UX research repository
If you want to go ahead and create your own research repo it is important to realize that it is not just about choosing a tool; it’s about creating a system that fits seamlessly into your existing workflows and maximizes the value of your research efforts. It requires work and careful attention to get to this point, but it is a necessary step to make.
Knowledge base audit
The first step in building a UX research repository is to take stock of your current situation. Many organizations start with ad-hoc solutions like shared Google Drive folders, Dropbox, or even local hard drives.
Begin by auditing your existing research storage:
Identify all the places where research data is currently stored (e.g., Google Drive, shared folders, individual researchers’ computers)Catalog the types of data you have (user interviews, survey results, usability test recordings, etc.)Note any existing organizational systems or tagging methodsIdentify pain points in your current system (e.g., difficulty finding specific data, inconsistent naming conventions)
This assessment will give you a clear picture of what you’re working with and help you identify key areas for improvement.
A successful research repository serves multiple stakeholders across your organization. To ensure your repository meets everyone’s needs, it’s crucial to involve these stakeholders from the beginning:
Product Managers: They need quick access to user insights to inform product decisionsUX Researchers: They require tools for data analysis and a system for organizing large volumes of researchDesigners: They benefit from easy access to user feedback and behavioral insightsMarketing Teams: They value customer sentiment data and user demographicsSales Teams: They can contribute valuable customer feedback and use insights to inform their strategiesC-level Executives: They need high-level insights and ROI data on research efforts
Conduct interviews or surveys with representatives from each group to understand:
What types of research data they most frequently needHow they currently access and use research insightsWhat challenges they face with the current systemWhat features would make a research repository most valuable to them
This stakeholder input will be invaluable in shaping your repository to meet diverse needs across your organization.
Evaluating Dedicated Research Repository Tools
With a comprehensive understanding of your current situation and stakeholder needs, the next step is to evaluate dedicated research repository tools. The market offers a wide range of options, from simple, focused tools to comprehensive platforms with advanced features. When assessing these tools, consider factors such as ease of use, integration capabilities, collaboration features, data import and export options, search functionality, analysis tools, customization options, security and compliance, scalability, and cost.
Don’t hesitate to request demos or free trials from multiple vendors. Involve key stakeholders in the evaluation process to ensure that the chosen tool meets the diverse needs of your organization.
Establishing Guidelines for Consistency and Quality
Once you’ve selected a tool, it’s time to establish guidelines for using your new research repository. Consistency is key to ensuring that your repository remains organized and valuable over time. Develop guidelines covering naming conventions for files and projects, tagging and categorization systems, data entry standards, privacy and ethical considerations, quality control measures, and archiving procedures for older data.
Involving key stakeholders in the development of these guidelines ensures buy-in and creates a system that works for everyone. Remember that these guidelines may evolve as you start using your repository, so establish a process for reviewing and updating them periodically.
Importing Existing Research Data
With your tool selected and guidelines in place, it’s time to populate your repository with existing research data. This process can be time-consuming, but it is crucial for creating a comprehensive resource. Prioritize which data to import first, clean and organize your data according to your new guidelines, and assign team members to oversee the import of different data types or projects. Use any bulk import features your chosen tool offers and double-check imported data for accuracy and consistency.
This import process also presents an opportunity to review and refresh your existing research, potentially uncovering forgotten insights or identifying gaps that need to be addressed.
Training and Ongoing Management
To ensure that your research repository is used effectively, comprehensive training is essential. Develop a training program that covers basic navigation and search functionality, data input best practices, analysis tools, collaboration features, and privacy and security protocols. Consider creating different training modules for different user types and offer a mix of live sessions, recorded tutorials, and written documentation to accommodate various learning styles.
Finally, establish processes for ongoing data input and management to ensure that your research repository remains a living, valuable resource. Define who is responsible for inputting new data, set timelines for when new data should be added, establish a review process to maintain data quality, and create a system for flagging outdated information. Regular “repository health checks” will ensure that guidelines are being followed and that the repository continues to meet the needs of your organization.
By following these steps, you’ll be well on your way to building a UX research repository that not only stores valuable insights but also makes them accessible, actionable, and instrumental in driving user-centric decision-making across your organization. Remember, building a research repository is an iterative process. Be prepared to adapt and refine your approach as you learn what works best for your team and organization.
Research-Repository Types
When selecting a research repository, it’s crucial to understand that different repositories vary in complexity, tone, and functionality. Your choice will depend on the specific needs of your organization and the scale at which you’re operating. Here are some common types of research repositories:
Basic Repositories: These are simpler, more straightforward repositories, often used by smaller teams or organizations that are just starting to systematize their qualitative research. They focus on basic storage and retrieval of data, offering limited analytical tools and collaborative features.Advanced Repositories: These repositories offer a more sophisticated set of tools for organizing, analyzing, and sharing research data. They are suitable for larger organizations or those with more complex research needs. Features often include advanced tagging systems, AI-powered insights, and robust collaborative tools. These repositories can handle large volumes of data and support complex research workflows, but they require a higher level of investment in both time and money.Enterprise-Scale Repositories: Designed for large organizations with significant research demands, these repositories are built to integrate seamlessly with other enterprise tools like CRM systems, analytics platforms, and project management software. They offer extensive customization options, scalability, and security features to comply with industry regulations. These repositories are ideal for companies that require a centralized, highly secure environment for their research data, supporting multiple teams across different locations.Per-Project Workflow Repositories: These are designed with flexibility in mind, allowing teams to set up repositories that cater specifically to individual projects. This approach can be highly beneficial for organizations that work on diverse projects with varying research needs. These repositories often include workflow management tools that align with specific project milestones, making them ideal for iterative design processes.AI-Enhanced Repositories: Leveraging the latest in artificial intelligence, these repositories go beyond simple storage and retrieval. They include functionalities like automated coding, sentiment analysis, and predictive insights, helping teams quickly identify patterns and trends in their data. While these systems can significantly speed up the research process, they require a higher level of expertise to implement and manage effectively.
How to decide on a research repository Tool
Choosing the right research repository tool involves careful consideration of several factors, including collaboration, cost, complexity, and functionality. Here’s how you can evaluate your options:
Collaboration
Collaboration is one of the most critical aspects of a research repository, as the primary goal is to make insights accessible and actionable across teams. When evaluating a tool, consider how well it supports collaboration:
Ease of Use: The tool should be user-friendly, allowing team members from various departments to engage with the repository without requiring extensive training.Real-Time Collaboration: Features like real-time editing, commenting, and shared workspaces can significantly enhance team collaboration.Access Control: Look for tools that allow you to set different permission levels, ensuring that sensitive data is only accessible to those who need it.
Cost
Cost is a significant factor in the decision-making process. It’s essential to consider both the upfront costs and the long-term financial implications of maintaining the repository.
Cost of Implementation: Evaluate the initial setup costs, including software licenses, integration with existing systems, and any customizations needed to fit your workflows.Cost of Maintenance: Ongoing costs include subscriptions, updates, and support. Consider whether your organization has the resources to manage these expenses over time.Return on Investment (ROI): Weigh the costs against the potential benefits. A more expensive tool may offer advanced features that could lead to better insights, more efficient workflows, and ultimately a higher ROI.
Complexity
The complexity of the tool should match the needs of your organization. A highly complex tool might offer advanced features, but if your team doesn’t require these, it could lead to underutilization or even frustration.
Scalability: Consider whether the tool can grow with your organization. As your team expands and your research needs become more complex, will the tool be able to handle the increased demand?Integration: Evaluate how well the tool integrates with other software your team uses, such as project management tools, CRM systems, or data analytics platforms.Learning Curve: Assess the amount of training required to get your team up and running. A steep learning curve might delay adoption and reduce the tool’s effectiveness.
AI Functionalities
AI-enhanced features can offer significant advantages, particularly in speeding up the analysis process and uncovering insights that might be missed through manual coding.
Automated Analysis: AI can automatically code and categorize data, saving time and reducing the risk of human error.Pattern Recognition: Look for tools that use AI to identify patterns or trends in your data, offering insights that can guide decision-making.Predictive Insights: Some advanced tools use AI to predict future trends based on historical data, providing a competitive edge in strategy planning.
Conclusion
Building and maintaining a UX research repository is a strategic investment that can significantly enhance your organization’s ability to make informed, user-centric decisions. By carefully considering the types of repositories available and evaluating potential tools based on collaboration, cost, complexity, and AI functionalities, you can select a solution that not only meets your current needs but also scales with your organization as it grows.
The success of a research repository doesn’t just depend on the tool itself, but also on how well it is integrated into your workflows and embraced by your team. With the right approach, a research repository can become a powerful asset, centralizing your qualitative data, fostering collaboration, and driving innovation across your organization. You’ll ensure that your research repository remains a living resource that supports your organization’s growth and adaptation in an ever-changing market.
How businesses keep track of qualitative data at scale with research repositories was originally published in UX Planet on Medium, where people are continuing the conversation by highlighting and responding to this story.