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MORE THAN A FILING CABINET: BUILDING A FLEXIBLE, USEFUL RESEARCH REPOSITORY Naomi Civins UX Australia, Design Research 2023

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How we built a research repository at Redbubble on a shoestring, and what we learnt along the way

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Invest time upfront in learning from industry Understand the role of research in your org Be realistic about time & effort When gathering content, start small, set limits Be proud of your team's work

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ABOUT ME ex-Redbubble PhD in virtual ethnography Love organising and categorising

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Let's talk definitions 1 The Redbubble story 2 The repository 4 Planning & building 3 5 Launch & impact

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LET'S TALK DEFINITIONS 1

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A place for your research work To make it accessible to people who need it And to promote research as broadly as possible IN A NUTSHELL

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Research Repositories: A ResearchOps Community Program of Work DATA REPOSITORY TYPES OF REPOSITORIES (THANKS, RE+OPS) The data itself Helps with analysis & synthesis

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RESEARCH DATA REPOSITORY

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Research Repositories: A ResearchOps Community Program of Work TYPES OF REPOSITORIES INSIGHTS 'HUB' DATA REPOSITORY The nuggets Gets to the 'answer' quickly The data itself Helps with analysis & synthesis

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INSIGHTS 'HUB'

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Research Repositories: A ResearchOps Community Program of Work RESEARCH REGISTER INSIGHTS 'HUB' DATA REPOSITORY TYPES OF REPOSITORIES The spreadsheet or list Good for small teams, and small collections The nuggets Gets to the 'answer' quickly The data itself Helps with analysis & synthesis

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RESEARCH REGISTER

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RESEARCH LIBRARY A public front door TYPES OF REPOSITORIES Easy for anyone in the business to use Research Repositories: A ResearchOps Community Program of Work RESEARCH REGISTER The spreadsheet or list Good for small teams, and small collections INSIGHTS 'HUB' The nuggets Gets to the 'answer' quickly DATA REPOSITORY The data itself Helps with analysis & synthesis

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RESEARCH LIBRARY

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TYPES OF REPOSITORIES Research Repositories: A ResearchOps Community Program of Work RESEARCH LIBRARY RESEARCH REGISTER INSIGHTS 'HUB' DATA REPOSITORY A public front door Easy for anyone in the business to use The spreadsheet or list Good for small teams, and small collections The nuggets Gets to the 'answer' quickly The data itself Helps with analysis & synthesis

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A place for your research work To make it accessible to people who need it And to promote research as broadly as possible Which work? IN A NUTSHELL

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A place for your research work To make it accessible to people who need it And to promote research as broadly as possible Who, exactly? Which work? IN A NUTSHELL

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A place for your research work To make it accessible to people who need it And to promote research as broadly as possible Promote how? Who, exactly? Which work? IN A NUTSHELL

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Not to mention... On which tool? Maintaining it? Who's building?

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On which tool? Maintaining it? Who's building? Promote how? Who, exactly? Which work?

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Invest time upfront in learning from industry

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THE REDBUBBLE STORY 2

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CPO RESEARCH AT REDBUBBLE Embedded in Product Product Design Product Management Research

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CPO Data Science RESEARCH AT REDBUBBLE Embedded in Product Product Design Product Management Research Customer Success Strategy Artist Success Marketing Physical Product Partnering across the business

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CPO Data Science RESEARCH AT REDBUBBLE Embedded in Product Product Design Product Management Research Customer Success Strategy Artist Success Marketing Physical Product Partnering across the business And a desire to share even more broadly

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WHY A REPOSITORY? Lost half our team

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WHY A REPOSITORY? Lost half our team Major reorganisation

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WHY A REPOSITORY? Lost half our team Major reorganisation Influx of new people

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WHY A REPOSITORY? Lost half our team Major reorganisation Influx of new people WE COULD NO LONGER RELY ON THE STATUS QUO AND WE NEVER SHOULD HAVE

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OUR GOAL Make it easy for people (including new people) to find the right insights to help them make the best decisions

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CHOOSING THE RIGHT REPO

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250+ over 4 years 70+ reports, in 2020 No dedicated ResearchOps SIZE

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RESEARCH LIBRARY RESEARCH REGISTER INSIGHTS 'HUB' DATA REPOSITORY Research Repositories: A ResearchOps Community Program of Work SMALL TEAM, MUCH WORK A public front door Easy for anyone in the business to use The spreadsheet or list Good for small teams, and small collections The nuggets Gets to the 'answer' quickly The data itself Helps with analysis & synthesis

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CHANGE 2 researchers left in 2020 New C-suite early 2021 Many new starters in 2021 2 new researchers in 2021

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Research Repositories: A ResearchOps Community Program of Work FOCUS ON STORIES RESEARCH LIBRARY RESEARCH REGISTER INSIGHTS 'HUB' DATA REPOSITORY A public front door Easy for anyone in the business to use The spreadsheet or list Good for small teams, and small collections The nuggets Gets to the 'answer' quickly The data itself Helps with analysis & synthesis

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MESS Confluence & Google Docs Lost tools - Notion, Mural, Dropbox New tools - Dovetail, Miro

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Research Repositories: A ResearchOps Community Program of Work TOO MESSY TO NUGGETISE RESEARCH LIBRARY RESEARCH REGISTER INSIGHTS 'HUB' DATA REPOSITORY A public front door Easy for anyone in the business to use The spreadsheet or list Good for small teams, and small collections The nuggets Gets to the 'answer' quickly The data itself Helps with analysis & synthesis

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SHARE OUR STORIES, EASILY Research Repositories: A ResearchOps Community Program of Work RESEARCH LIBRARY RESEARCH REGISTER INSIGHTS 'HUB' DATA REPOSITORY A public front door Easy for anyone in the business to use The spreadsheet or list Good for small teams, and small collections The nuggets Gets to the 'answer' quickly The data itself Helps with analysis & synthesis

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On which tool? Maintaining it? Who's building? Promote how? Who, exactly? Which work? Stories & reports Everyone Guide & educate Research team Research team

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Understand the role of research in your organisation Be realistic about time & effort - both upfront and over time

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OUR PROMISE TO THE REPO USERS

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We want to make it easier for you to find value in what we create, and for our work to have impact We believe our institutional knowledge should be shared widely and freely, with no bottlenecks, siloes or gatekeepers

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PLANNING & BUILDING 3

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Learn from industry Learn from users 1 2 3 4 PROJECT PLAN Learn Audit Build Launch

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Product Design 19 USER INTERVIEWS Physical Product Supply Chain Engineering Data Science Marketing Creative Design Customer Success Strategy Product Management Artist Success

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Product Design 19 USER INTERVIEWS Physical Product Supply Chain Engineering Data Science Marketing Creative Design Customer Success Strategy Product Management Artist Success

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"I don't know how to go beyond searching in Confluence, other than asking someone" Don't know where to go

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"I don't know how to go beyond searching in Confluence, other than asking someone" "I wouldn't go to Confluence - I know it's a struggle to find Engineering material there" Don't know where to go Frustrated with current set-up

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"I don't know how to go beyond searching in Confluence, other than asking someone" "Nobody thought that maybe the answer already existed" "I wouldn't go to Confluence - I know it's a struggle to find Engineering material there" Don't know where to go Frustrated with current set-up Little historical knowledge

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"I don't know how to go beyond searching in Confluence, other than asking someone" "Nobody thought that maybe the answer already existed" "I wouldn't go to Confluence - I know it's a struggle to find Engineering material there" "I'm lazy and it's easier to message you on Slack" Don't know where to go Frustrated with current set-up Little historical knowledge Relying on personal networks

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USER WISHLIST Subscribe for news Include in onboarding Interpret old content Link through to data Explain "research" Exec summaries

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FUTURE STATE USER JOURNEY 1. Find the Repository in the first place 2. Successfully search, if you know what you’re looking for 3. Enjoy browsing, if you don’t 4. Access anything that is provided (everything is openly shared) 5. Know who to contact for any follow-up questions

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Interview far & wide - look for people who will challenge you

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Learn from industry Learn from users Locate all work Build a spreadsheet 1 2 3 4 PROJECT PLAN Learn Audit Build Launch

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Finding the content will build your empathy for users of your repo

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A TRIP DOWN MEMORY LANE

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Don't exhaust yourself Find the quiet times, and give yourself enough time

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There is no silver bullet for old content - approach with caution

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Be balanced in risk assessment - risk of misuse, and, risk of losing history Set yourself some clear guidelines - eg no older than 4 years Keep the research in context Show who to ask for more info Risk comes in many forms

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When choosing which content to include, start smaller, and set limits

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Each artefact type (eg reports, templates, briefs) needs its own taxonomy and has its own audience Start with the type that will drive best uptake of the repo One artefact type

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When starting your taxonomy, set sensible limits

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Start with more fields "Research method", "Topic", "Research objective", "Product area", "Project title" - in 2/3+ of repos Start with more fields - you can always remove some "How to build a clean taxonomy for your UX repository" by Marianne Carpentier

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Question Answer Should we proscribe specific documentation methods? Yes - what is included in a piece of work, to provide full context and enable the reader to explore Can this become a repository for data science as well? In the long run, yes, but no action on this until mid 2023 at least What can we do about sharing survey data? I think we should have a page which links to all the surveys. No this is going to be crazy workload. Emphasis is on providing link to survey dashboard in any report from a survey ALL THE CONSIDERATIONS

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DESIGN & BUILD 4

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Learn from industry Learn from users Choose a tool Design the solution Locate all work Build a spreadsheet 1 2 3 4 PROJECT PLAN Learn Audit Build Launch

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An existing platform is easiest for users (But if you have budget, have fun!)

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CONFLUENCE OR GOOGLE DRIVE?

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CONFLUENCE Labels for taxonomy Website - navigation, pages, UX Product teams work there already Research work there already Can't search Google Drive content Search is unreliable

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Also widely used Bigger, more strategic researcjh Can't tag Can't create the library front door Can't search Confluence content Search is unreliable, no browse DRIVE Labels for taxonomy Website - navigation, pages, UX Product teams work there already Research work there already Can't search Google Drive content Search is unreliable CONFLUENCE

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DRIVE CONFLUENCE Also widely used Bigger, more strategic researcjh Can't tag Can't create the library front door Can't search Confluence content Search is unreliable, no browse Labels for taxonomy Website - navigation, pages, UX Product teams work there already Research work there already Can't search Google Drive content Search is unreliable

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PAGES & IA

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We kept it shallow and visible, so it's fast and easy to find any topic

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A SIMPLE TAXONOMY HOMEPAGE CUSTOMER ARTIST TOPIC JOB JOB JOB JOB

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Confluence can show a list of pages which have a specific label We used labels to make sure each page showed the correct content LABELS Recent pages labelled "research"

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Nothing had to be moved into the repo. No teams were disrupted We just added a few labels

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A LABEL TO... 1. Get content into the repo - make it findable in the repo search HOMEPAGE CUSTOMER ARTIST TOPIC JOB JOB JOB JOB

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A LABEL TO... 1. Get content into the repo - make it findable in the repo search 2. Show content on landing pages for the Redbubble user type - customer, artist HOMEPAGE CUSTOMER ARTIST TOPIC JOB JOB JOB JOB

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A LABEL TO... HOMEPAGE CUSTOMER ARTIST TOPIC JOB JOB JOB JOB 1. Get content into the repo - make it findable in the repo search 2. Show content on landing pages for the Redbubble user type - customer, artist 3. Show content on landing pages for a theme - topic, and framework jobs

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Think like a human - make content available wherever it might be relevant

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Draft wireframe with a designer 1 Address user needs & our goals 2 Look for plugins & workarounds 4 Learn Confluence, find issues 3 Build it out, and keep learning 5 PAGE DESIGN

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THE REPOSITORY 4

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THE HOMEPAGE

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Repository brand

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Access to content Repository brand

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FAQs (only on Homepage) Access to content Repository brand

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FAQs (only on Homepage) Repository footer Access to content Repository brand

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Guided experience

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Search and browse

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Latest changes

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CONTENT PAGE - GOOGLE DRIVE

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Include Google Drive files in Confluence search No duplication of content across both Confluence and Google Drive Easy for the user to access everything from one place 1 2 3 OUR GOALS

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Each Google Doc had a Confluence page created Each page included: Contact details Exec Summary Embedded Docs file Labels to show it in repo

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LAUNCH & IMPACT 5

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Learn from industry Learn from users Choose a tool Design the solution Soft & official launch Empower champions Locate all work Build a spreadsheet 1 2 3 4 PROJECT PLAN Learn Audit Build Launch

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Be proud of your team's work, be loud about it, and share far and wide

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Soft launch: Ask friendlies to test it 1 LAUNCH PLAN

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Soft launch: Ask friendlies to test it 1 Promote: WIP & launch showcases 2 LAUNCH PLAN

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WIP SHOWCASE - SEPT

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LAUNCH SHOWCASE - DEC

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Soft launch: Ask friendlies to test it 1 Promote: WIP & launch showcases 2 Advocate: Champions across teams 3 LAUNCH PLAN

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Soft launch: Ask friendlies to test it 1 Promote: WIP & launch showcases 2 Amplify: Constant plugs on Slack 4 Advocate: Champions across teams 3 LAUNCH PLAN

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Soft launch: Ask friendlies to test it 1 Promote: WIP & launch showcases 2 Amplify: Constant plugs on Slack 4 Advocate: Champions across teams 3 Normalise: Include in onboarding 5 LAUNCH PLAN

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Monitor usage stats on Confluence 1 Check in with teams new to research 2 Measure change in direct requests 4 Review processes with the team 3 MEASURE SUCCESS

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2023...

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Naomi, I used your research repository! Someone was asking if there was research on a certain type of user. I went to the repository and searched, and found a relevant research summary in the first result. Took only a few minutes and was very easy to navigate. Thank you for the work you put in making this resource! It's completely different than when I first joined and couldn't find anything, always had to Slack a researcher for help.

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KEY TAKEAWAYS

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Invest time upfront in learning from industry Understand the role of research in your org Be realistic about time & effort When gathering content, start small, set limits Be proud of your team's work

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THANK YOU!