Playbook for Digital Agencies

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Playbook for Digital Agencies

Projects

Design Research

Huge's client research bible

Theo Shure

Jocelyn Chuang

The research process generates a ton of assets, data, and artifacts. Until Coda came along, the research process spanned multiple resources (documents, spreadsheets, emails, and platforms like Jira, Confluence, Trello, etc). It's a lot of work to organize assets and data to make sure rich details are captured, so that we can provide confident insights to our design teams and client.

Centralizing research with Coda

Bringing the research process (from planning to synthesis to implications) into Coda helps us stay organized, timely, comprehensive, and collaborative so that we can focus on the insights💡.

One source of truth: Research materials (participant information, discussion guide, testing plan, past research, observation information, note-taking) can live in one place for the team to reference.

Organize as you go: Note-taking templates in Coda are structured to facilitate rapid synthesis and legibility for the project team, even if we are running interviews all day. Coda's tables let us sort our notes endlessly : such as notes by participant, by topic, by product feature, etc. We can also instantly add links (to a key term/acronym in the project or a website - so that the whole team

Clear collaboration: Make it easy for the whole team to stay included in the research process. Help prioritize research inquiries/objectives, access / contribute to notes and implications.

Synthesis: After a long day of testing, we want to give the team clear answers to questions! But insights take time, and often means a week or so of processing / organizing materials, cross-referencing notes, waiting for transcripts, and rewatching videos. With Coda, research artifacts, notes and data are easy to scan and let us find confident insights quickly!

You can see the full doc here:

https://coda.io/d/Research-Template_dyeZkZnTzhO/Page-1_suv2p#_lu3fQ⁠

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Or use this simple quick-start guide within this playbook:

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Plan⁠

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Participants⁠

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Interviews⁠

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Findings⁠

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