Mixed methods design research for IBM's enterprise AI studio
TIMELINE

Present

ROLE

UX Researcher

TEAM

3 researchers

1 research lead

SKILLS

UX Research

⚠️

This page contains only a high level view into my work, but I'm happy to chat! Please get in touch for a deeper look into my research case studies.

01 — OVERVIEW

My role as a UX Researcher

IBM watsonx.ai is an enterprise-ready AI developer studio for new foundation models, generative AI, and traditional machine learning. It allows enterprises to train, validate, tune, and deploy both traditional and foundation models.

I work with PMs, developers, and designers to identify and address research opportunities across different work streams in watsonx.ai. I execute end-to-end mixed methods research and deliver actionable insights and recommendations that influence the product roadmap and improve user experiences.

02 — RESEARCH PROCESS

My research process
  1. Scope down the research request

  • Identify key research questions and goals

  • Align with product, design, and engineering teams on priorities and target users

  • Collect assumptions

  • Define success metrics

  • Develop a timeline and expected deliverables

  1. Plan and prepare the materials

  • Draft and iterate on the study protocol, discussion guides, and tasks

  • Develop screeners and recruit participants

  • Loop in stakeholders for alignment, feedback, and buy-in

  1. Conduct the research

  • Schedule and facilitate sessions

  • Capture qualitative insights

  • Gather quantitative data

  1. Synthesize the data and produce insights

  • Collect raw data from transcripts

  • Identify patterns using affinity mapping to create themes

  • Cross-reference findings with analytics or supplementary data

  • Develop insights and recommendations rated by severity or risk

  1. Share and discuss next steps

  • Present actionable recommendations to stakeholders

  • Collaborate with designers and engineers to implement changes

  • Discuss feasibility and impact of addressing recommendations with stakeholders

  1. Document and trace impact

  • Document insights in research repository

  • Track usability improvements and measure post-research success

  • Socialize results post-research to relevant channels and on a rolling basis to support parallel efforts

03 — IMPACT

My impact at a glance

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Conducted 5 evaluative studies across 3 product features in contribution to an iF Design Award for UX Design

Read the article ↗

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Coached team of 8 developers on enterprise design thinking for IBM Canada’s early career program

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Research playback decks viewed by 1000+ IBMers

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Represented the Data & AI business unit (400+ designers) during the Q3 Quarterly Design Review to present research to 7 cross-org Product Design VPs

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Influenced the design of new IBM Carbon for AI design system components

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Led a long term research program with content design to produce 4+ new sections of AI documentation

04 — PROJECT SUMMARIES

Snippets of selected research projects

📃 Competitive evaluation for a new UX design workstream

Challenge

PM planned to kick off a design workstream for a new feature to be launched at the end of the quarter and asked for research support to accelerate the project.

Method

Secondary competitive analysis across 6 competitors to uncover UX design patterns and areas of opportunity for the design of an MVP.

Impact

Insights and recommendations supported design to create an MVP flow ahead of schedule. Following the socialization of the work, other PMs reached out to request identical competitive research for their workstreams leading to 2 additional competitive evaluations.

📃 Competitive evaluation for a new UX design workstream

Challenge

PM planned to kick off a design workstream for a new feature to be launched at the end of the quarter and asked for research support to accelerate the project.

Method

Secondary competitive analysis across 6 competitors to uncover UX design patterns and areas of opportunity for the design of an MVP.

Impact

Insights and recommendations supported design to create an MVP flow ahead of schedule. Following the socialization of the work, other PMs reached out to request identical competitive research for their workstreams leading to 2 additional competitive evaluations.

📃 Competitive evaluation for a new UX design workstream

Challenge

PM planned to kick off a design workstream for a new feature to be launched at the end of the quarter and asked for research support to accelerate the project.

Method

Secondary competitive analysis across 6 competitors to uncover UX design patterns and areas of opportunity for the design of an MVP.

Impact

Insights and recommendations supported design to create an MVP flow ahead of schedule. Following the socialization of the work, other PMs reached out to request identical competitive research for their workstreams leading to 2 additional competitive evaluations.

🏃 Rapid concept testing to support UX design process

Challenge

The design team has been designing a new feature based on user assumptions that was to be implemented by the end of the quarter.

Method

Iterative usability testing (RITE) to rapidly concept test new user flows and validate assumptions with customers, leading to tactical design recommendations.

Impact

Three iterations of a new feature were produced by the design team over the course of the study and 4 opportunity areas for further research.

🏃 Rapid concept testing to support UX design process

Challenge

The design team has been designing a new feature based on user assumptions that was to be implemented by the end of the quarter.

Method

Iterative usability testing (RITE) to rapidly concept test new user flows and validate assumptions with customers, leading to tactical design recommendations.

Impact

Three iterations of a new feature were produced by the design team over the course of the study and 4 opportunity areas for further research.

🏃 Rapid concept testing to support UX design process

Challenge

The design team has been designing a new feature based on user assumptions that was to be implemented by the end of the quarter.

Method

Iterative usability testing (RITE) to rapidly concept test new user flows and validate assumptions with customers, leading to tactical design recommendations.

Impact

Three iterations of a new feature were produced by the design team over the course of the study and 4 opportunity areas for further research.

05 — RETROSPECTIVE

What I am learning

Planning a research study is a research study itself.

Sometimes product teams don't know what they want to know, and that's perfectly fine. It's an exercise in itself to ask effective questions and work with teams to understand what unanswered questions exist and what research would be most impactful. This collaborative planning phase ensures alignment and maximizes the effectiveness of the research.

Impact requires visibility

Research doesn’t end at the final playback. Proactively sharing what has been learned even after the formal sessions are done ensures that the work continues to create value. There’s always someone who can benefit from what has been uncovered, and letting that work sit untouched means missed opportunities for impact.