KAT HARDISTY
OPTIMAL WORKSHOP
C
KAT
Combining qualitative
and quantitative
Empathy and understandingQualitative insights
Excited OutsidersQuantitative insights
Excited OutsidersQuantitative
Each answers the
questions the other raises
Empathy and understanding
With their powers
combined...
KAT HARDISTY
OPTIMAL WORKSHOP
Identifying and
prioritising qualitative
research opportunities
Validate areas
of opportunity
Career Switchers
Pinpoint where to focus
your qualitative
It’s easier to get
answers when you’ve
clearly defined what
the question is
KAT HARDISTY
OPTIMAL WORKSHOP
Measuring impact
of changes
Co-located team
Identify success measures.
Then track them.
(Surprise!)
KAT HARDISTY
OPTIMAL WORKSHOP
NPS
C-Sat
Time to complete
Drop-out rates
Churn
Campaign success measures
Help desk response times
Acquisition
Contact centre call volumes
Staff happiness levels
and so on...
Empathy and understanding
Loop back ‘round to
prioritisation and
identification
of opportunites
KAT HARDISTY
OPTIMAL WORKSHOP
Journey mapping
Empathy and understanding
Map out the
customer’s journey
Distributed team
Overlay with prevalence
of actual behaviours
Busy Bears
And then, if you
also overlay your
psychotudinal persona
data and insights....
Empathy and understanding
Areas to focus on may
appear quite differently
KAT HARDISTY
OPTIMAL WORKSHOP
The good fight against
demographic-based
personas
Empathy and understanding
We know who
our customers are!
Empathy and understanding
But... how common
are they?
Newly minted team
Map your customers
to your personas
KAT HARDISTY
OPTIMAL WORKSHOP
When you get a bill do you:
a) pay it off as soon as possible
b) put it aside and accidentally forget about it
c) wait until the last minute so the money
stays in your account
When choosing a new service provider,
which is more important to you:
a) getting the cheapest price
b) getting good service
On a night out with friends are you
more likely to:
a) jump in and buy the first round
b) quietly hope that everyone pays
Once you know how
your customer base is
made up, all sorts of
interesting questions
can arise...
KAT HARDISTY
OPTIMAL WORKSHOP
What are the most common psychotudinal traits
amongst our customers?
Which customers aren’t we doing as well for?
One persona isn’t using a feature we’re
sure will benefit them - why not?
How is our customer base changing over time?
How do changes impact different groups
of our customers?
How much bias do we have towards
designing for certain customers?
Empathy and understanding
Targeted
research
KAT HARDISTY
OPTIMAL WORKSHOP
Playing nicely with our
data scientist friends
Empathy and understandingInvolve them early
Pioneer Jugglers
Collaborate on the
problem definition
and the approach
Stretched DesignersPaired analysis
KAT HARDISTY
OPTIMAL WORKSHOP
Summing up...
Well established
Use quantitative data
to measure the impacts
of changes
Empathy and understanding
Use quantitative insights
to pinpoint where
to focus your
qualitative efforts
Empathy and understanding
Link them together to
build rich pictures of
behaviour, causality
and influences
Empathy and understanding
Make friends with your
local data scientist
KAT HARDISTY
OPTIMAL WORKSHOP
Talk to me!
kat@optimalworkshop.com
KAT HARDISTY
OPTIMAL WORKSHOP
Thanks!
Empathy and understanding
Empathy and understanding
Empathy and understanding
Empathy and understanding
Empathy and understanding
Qualitative insights
give us...
NKOTB
Fully immersed
Practical Minimalists
Excited Transitionals
Empathy and understanding
Team of one
Empathy and understanding
Empathy and understanding
Empathy and understanding
Empathy and understanding

Combining Qualitative and Quantitative approaches