Beyond Tools: The Messy Business of Implementing Research Repositories
Summary
In this talk, Sofia Quintero - founder at EnjoyHQ [recently acquired by UserZoom] - shares her experience helping teams implement effective research repositories across companies of all sizes. You will learn a variety of change management protocols and best practices in knowledge management to make sure you build a strong foundation regardless of the tool you end up buying.
Key Insights
-
•
Successful implementation depends on managing emotional and cultural change, not just selecting the right tool.
-
•
Ignoring change management and the emotional responses to new processes causes most implementation failures.
-
•
Teams often fail to engage stakeholders outside their immediate group, leading to rejection or silos.
-
•
Data and information represent power; changing data flows impacts organizational power dynamics.
-
•
Starting small with 2–5 people in a pilot is crucial to building momentum before scaling.
-
•
A clear understanding of who stakeholders are, including decision-makers, is often missing.
-
•
Momentum Glue—ongoing deep conversations about fears, anxiety, and resistance—is essential for progress.
-
•
Having organizational support and dedicated time is critical; passion alone isn't enough.
-
•
Training and establishing protocols post-implementation are vital and often overlooked.
-
•
Even UX professionals frequently fail to apply research principles when implementing tools internally due to organizational focus and priorities.
Notable Quotes
"Forget about the tools 100% at the beginning of the conversation and perhaps all the way to the end."
"The biggest mistake in any implementation is ignoring the emotional side of change management."
"When you change people’s workflows, you are literally changing power dynamics."
"There are almost two languages in organizations: what we say and what we really mean."
"Introducing change is introducing stress and fear and feelings of rejection."
"Most teams want to build for 50, 100 people and migrate years of data instead of starting small."
"You cannot brute force your way into engagement; it just doesn’t happen."
"If you don’t have the time and organizational support, don’t do it because you only set a precedent of failure."
"You’re constantly training people and optimizing protocols even after successful implementation."
"It’s about helping your colleagues be more productive and make better decisions to help customers."
Or choose a question:
More Videos
"There are no mistakes in jazz, just missed opportunities."
Jim KalbachJazz Improvisation as a Model for Team Collaboration
November 6, 2017
"We look to work with authors we like and enjoy being around because writing a book is a long, collaborative journey."
Louis RosenfeldCoffee with Lou: Should You Write a (UX) Book?
March 7, 2024
"Staff and principal designers need to balance zooming in on execution and zooming out to define strategic vision and minimize risk."
Catt Small Micah Bennett Brian Carr Jessica HarlleeWhat's Next for ICs: Exploring Staff and Principal Designer Roles
February 22, 2024
"I think we as UX researchers are uniquely positioned to forge bonds with data teams because of our storytelling and cross-functional work."
Marieke McCloskeyUser Science: Product Analytics & User Research
March 11, 2021
"If you can’t see a human in a video, how do you know the entire conversation wasn’t fabricated?"
Llewyn Paine[Demo] Deploying AI doppelgangers to de-identify user research recordings
June 5, 2024
"Matching is very much an art, not a science; there are no hard and fast rules for what counts as a good match."
Joshua NobleCasual Inference
October 6, 2023
"Storytelling helps gain people’s attention, build empathy, and improve understanding and recall of key points."
Sara LogelYour Colleagues are Your Users Too
March 29, 2023
"There will be session notes and sketch notes so you don’t have to take notes yourself unless you want to."
Bria Alexander Louis RosenfeldWelcome
January 8, 2024
"If you have to learn a workaround, you want to learn it once and reuse it again and again."
Sam ProulxOnline Shopping: Designing an Accessible Experience
June 7, 2023