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My Journey from Marketing Research to User Research Janani Venkataraman Senior Design Researcher, Invoice2go

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Acknowledgement of country I would like to acknowledge the Dharug People, traditional custodians of the land where I am joining from today and pay my respect to Elders both past, present and future.

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My Research Journey 12 yrs ago Training & foundation in Marketing Research 11 yrs ago Quantitative researcher (agency & client side) 6 yrs ago joined a digital product team Present day Continue to specialise in user research Janani Venkataraman | Design Research March 2022

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My observation as a marketing/user researcher As design professions, We talk a lot about User Value But what about Business Value? Business Value goes beyond $ & £ and it matters! Janani Venkataraman | Design Research March 2022

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Setting the scene Marketing Research ● Focus: Attitudes & preferences ● Frame of reference: Big picture User Research ● Focus: Behaviour & interaction ● Frame of reference: individual user User Value ● Benefit / outcome for the user Business Value ● Benefit / outcome for the organisation (e.g. Market Share, Price) Janani Venkataraman | Design Research March 2022

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Typical Product Development lifecycle with User Research Discover Define Design Develop Deploy Feedback User Research ● Deep focus on the individual user & their behaviour ● What do users do? ● How will they interact with the product? ● How can we make the product or service more desirable? User Value Janani Venkataraman | Design Research March 2022

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Despite championing User Value throughout the typical product development lifecycle, there isn’t any measuring/tracking/reporting of business value. User research despite being the torchbearer of all things user value, tends to leave business value to others Janani Venkataraman | Design Research March 2022 Observation - 2

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Today I want to talk about how marketing research when used alongside user research in product lifecycle research has helped drive business value conversations Janani Venkataraman | Design Research March 2022 My approach

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How is MR typically used in product development lifecycle? Discover Define Design Develop Deploy Feedback User Research User Value Marketing Research ● Adhoc use of marketing research depending on the context ○ Usage & Attitudes study ○ Pricing study Business Value

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Marketing Research can be used selectively during the entire Product Development lifecycle to bridge the gap between user value & business value! Janani Venkataraman | Design Research March 2022 My view

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Product Development lifecycle with Marketing Research ● Market sizing ● Market trends ● Understand competition ● Define pricing ● Test concepts ● Product satisfaction tracking ● Brand tracking Discover Define Design Develop Deploy Feedback User Research MR MR User Value Business Value ● Broad focus on the market ● What people say they will do ● Whether a product should be brought to market? ● Who is the right audience for a product? ● How much will people pay? Janani Venkataraman | Design Research March 2022

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Organisational context: Technical publisher considering training videos as a product value add. Product confident about the user need but needed to build a business case to get buy in from senior stakeholders. Research approach: ● Launched concept testing survey with pricing questions ○ Gathered data on proportion of the market struggling with this problem i.e. market size and potential ○ It also gave size of appeal and price propensity thereby assisting in proving business value ● This was followed by User Research to deeply understand potential users & their use of this product proposition My example Janani Venkataraman | Design Research March 2022

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Ways to achieve : Collaboration, Consultation & Co-learning Janani Venkataraman | Design Research March 2022 ● Collaborating with Marketing Researchers in the organisation ● Consultation and expert advice from research agencies ● Co-learning using pre-designed market research modules available on survey platforms ● Hiring Marketing Researchers interested in UX into your UXR team!

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My learning As design professions, We talk a lot about User Value Let’s bring Business Value into the discussion with the help of Marketing Research! Janani Venkataraman | Design Research March 2022

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CREDITS: This presentation template was created by Slidesgo, including icons by Flaticon, infographics & images by Freepik THANK YOU! Janani Venkataraman Senior Design Researcher, Invoice2go linkedin.com/in/jananivenkataraman

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Marketing Research (MR) ● Focus: Understanding attitudes, preferences around products/services ● Frame of reference: Getting the big picture - market size, potential etc. ● Address the question of whether there is a need for the product in the market, who will buy it, and the best way to reach a target audience ● MR provides an understanding of viability and market fit Janani Venkataraman | Design Research March 2022

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Marketing Research vs User Research Marketing Research User Research Broad insights Deep insights What people say they will do What people do Whether a product should be brought to market? How will users interact with the product once it is available? Who is the right audience for a product? How can we make the product desirable to those audiences? How much will people pay? Are people open to paying? Janani Venkataraman | Design Research March 2022

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How can we use Marketing Research to drive Business Value conversations? Janani Venkataraman | Design Research March 2022

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Consider MR methods - but watch out for when you use it ● Use Market research for initial market sizing, analysing competition, getting an idea about trends and product/service areas that people are interested in, and also for identifying approximate price points ● From that initial research, user research to dive into the focus area we want to understand more deeply

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Some typical MR methods to consider Product Development Stage Marketing Research Methods Discover & Define ● Usage & attitudes study Design & Develop ● Pricing study ● Concept testing study Deploy ● Product satisfaction tracking ● Brand tracking Janani Venkataraman | Design Research March 2022