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Suggestions on a tool to conduct validation interviews?
by
Jonny Mandell
As of now, I only use Evernote but it gets pretty disorganized.
What problems are you running into organizing your interview insights?
There's several specialty tools, usually called UX repositories or user research repositories. They may be overkill for your needs and are usually spendy. Aurelius and Dovetail would be the top two. Dovetail has a sweet transcription service for recorded interviews that can be tagged for later insights.
For background, as a researcher my high-level workflow goes: Create notes/recordings, analyze/process that raw research using tagging (taxonomy), create overall insights with references back to raw research. My main challenge is organizing raw research into usable insights that I can later find and refer to at anytime. Sometimes months to a year later.
Even in a UX researcher role, I've mainly used Google Docs + Sheets. Using Docs for my interview notes and Sheets to organize my research participant list, coded research "nuggets", and my insights I'm building from ongoing research. One spreadsheet for the overall project, with separate internal sheets separating the participants, nuggets, and insights.
If you're familiar with Airtable, that can also be a great tool. There's a good template based on Tomer Sharon's Polaris concept that you can use as well: https://airtable.com/universe/expShuhNMi0Oc0xpb/polaris-ux-nuggets.
Wes
Hey West - thanks for all the suggestions. I have the same challenge as you. I have a lot of great notes from conversations but turning that into something more than just anecdotal evidence. Hopefully an IH might be able to create something around this.
I am actually in the discovery stages around this problem. I've previously built similar in-house tools for dealing with privacy handling around research (HIPAA related). I coach product teams on user research and software development and not many 1) do enough research, and then 2) know how to organize their knowledge and 3) get insights from it over multiple projects over time.
HIPAA/Healthcare related, I like your idea of Teepee for vendor security management. There's probably big, painful problems there for vendors too. Working in a healthcare software vendor I saw the mess that's healthsystems have for verifying security of vendors.
Very cool! Keep in the loop - happy to offer more substance around my workflow. And yes, vendor security is a pain for all parties. Trying to solve for that but it's a really messy, noisy ecosystem.