SlideShare a Scribd company logo
Old tools can do new
tricks
Using Trello to conduct qualitative
research more efficiently
Amir Ansari
Aimee Gonzalez - Cameron
2
Hi there!
Before we get started, we’re curious...
amir_ansari battle_elf transpireDesign Research 2019
Thinking of your last research project or your
current one:
How much time did it take? How smoothly do
you feel it went? What frustrated you?
1. Articulate how Trello might help
you in your next research project
2. List out key steps to encourage
adoption for that project
Our learning
objectives for
you
Design Research 2019 amir_ansari battle_elf transpire
Our mission is to create digital products
that people love and that matter.
4
Design Research 2019 amir_ansari battle_elf transpire5
Amir Ansari
Head of User Experience
21 years’ experience in the field of
design, both as a Practitioner and
Manager.
Aimee Gonzalez
Senior User Experience Designer
Nearly a decade practicing, including
in academia, and on two continents.
Academia,
basically.
6 https://rdbl.co/2H5pLNs
7
Surely there’s a
better way!
https://bit.ly/2tXMVMV
Design Research 2019 amir_ansari battle_elf transpire
Pain points:
8
● Double handling
○ Digital → written→ digital
○ Multiple notetakers
● Inefficiency
○ Transcript versus conversation flow order
○ Traceability
○ Time stamp/recording reconciliation
○ Interim synthesis difficult
● Feeling slowed down
○ Mobility/access to space to do the synthesis
○ Difficulty sharing with clients/other stakeholders
Design Research 2019 amir_ansari battle_elf transpire9
Design Research 2019 amir_ansari battle_elf transpire10
Next,
convince the team
Design Research 2019 amir_ansari battle_elf transpire11
Design Research 2019 amir_ansari battle_elf transpire12
Trello helps us
push our
research
quality further
during...
● Data collection
● Synthesis
● Analysis
Design Research 2019 amir_ansari battle_elf transpire13
https://youtu.be/L3GJky0JNgY
Design Research 2019 amir_ansari battle_elf transpire14
Data
Collection
● Pain points busted
○ Multiple notetakers
○ Different notes format
○ Traceability
○ Transcript versus conversation flow
order
● Tips to keep in mind
○ You will need to create your own
process for matching the notes to the
questions
Design Research 2019 amir_ansari battle_elf transpire15
https://youtu.be/yGZl699rwHI
https://youtu.be/bPnk3Ar1jV4
Design Research 2019 amir_ansari battle_elf transpire16
Synthesis
● Pain points busted
○ Digital → written→ digital
○ Time stamp/recording reconciliation
○ Bound to big screen / physical wall
○ Interim synthesis difficult
● Tips to keep in mind
○ Custom stickers are business account
level only
○ Labels limited to 10 colours
Design Research 2019 amir_ansari battle_elf transpire17
https://youtu.be/9wyzTeYIWJY
Design Research 2019 amir_ansari battle_elf transpire18
Analysis
● Pain points busted
○ Unstructured transcripts hard to search
and filter
○ Difficulty sharing with clients/other
stakeholders
● Tips to keep in mind
○ CSV export is for business accounts only
○ PDF export needs finessing
Design Research 2019 amir_ansari battle_elf transpire19
Let’s press How do these steps fit into your
process and how you do things?
This is just one way of doing things.
What are some ways you have
solved pain points that are not
Trello?
But here’s
the thing...
battle_elf
amir_ansari
transpire
Thank you
Let us know on Twitter
@transpire
#TranspireUX
or get in touch.

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Design research 2019 #DR19 - Using Trello to conduct qualitative research more efficiently

  • 1. Old tools can do new tricks Using Trello to conduct qualitative research more efficiently Amir Ansari Aimee Gonzalez - Cameron
  • 2. 2 Hi there! Before we get started, we’re curious... amir_ansari battle_elf transpireDesign Research 2019 Thinking of your last research project or your current one: How much time did it take? How smoothly do you feel it went? What frustrated you?
  • 3. 1. Articulate how Trello might help you in your next research project 2. List out key steps to encourage adoption for that project Our learning objectives for you
  • 4. Design Research 2019 amir_ansari battle_elf transpire Our mission is to create digital products that people love and that matter. 4
  • 5. Design Research 2019 amir_ansari battle_elf transpire5 Amir Ansari Head of User Experience 21 years’ experience in the field of design, both as a Practitioner and Manager. Aimee Gonzalez Senior User Experience Designer Nearly a decade practicing, including in academia, and on two continents.
  • 7. 7 Surely there’s a better way! https://bit.ly/2tXMVMV
  • 8. Design Research 2019 amir_ansari battle_elf transpire Pain points: 8 ● Double handling ○ Digital → written→ digital ○ Multiple notetakers ● Inefficiency ○ Transcript versus conversation flow order ○ Traceability ○ Time stamp/recording reconciliation ○ Interim synthesis difficult ● Feeling slowed down ○ Mobility/access to space to do the synthesis ○ Difficulty sharing with clients/other stakeholders
  • 9. Design Research 2019 amir_ansari battle_elf transpire9
  • 10. Design Research 2019 amir_ansari battle_elf transpire10 Next, convince the team
  • 11. Design Research 2019 amir_ansari battle_elf transpire11
  • 12. Design Research 2019 amir_ansari battle_elf transpire12 Trello helps us push our research quality further during... ● Data collection ● Synthesis ● Analysis
  • 13. Design Research 2019 amir_ansari battle_elf transpire13 https://youtu.be/L3GJky0JNgY
  • 14. Design Research 2019 amir_ansari battle_elf transpire14 Data Collection ● Pain points busted ○ Multiple notetakers ○ Different notes format ○ Traceability ○ Transcript versus conversation flow order ● Tips to keep in mind ○ You will need to create your own process for matching the notes to the questions
  • 15. Design Research 2019 amir_ansari battle_elf transpire15 https://youtu.be/yGZl699rwHI https://youtu.be/bPnk3Ar1jV4
  • 16. Design Research 2019 amir_ansari battle_elf transpire16 Synthesis ● Pain points busted ○ Digital → written→ digital ○ Time stamp/recording reconciliation ○ Bound to big screen / physical wall ○ Interim synthesis difficult ● Tips to keep in mind ○ Custom stickers are business account level only ○ Labels limited to 10 colours
  • 17. Design Research 2019 amir_ansari battle_elf transpire17 https://youtu.be/9wyzTeYIWJY
  • 18. Design Research 2019 amir_ansari battle_elf transpire18 Analysis ● Pain points busted ○ Unstructured transcripts hard to search and filter ○ Difficulty sharing with clients/other stakeholders ● Tips to keep in mind ○ CSV export is for business accounts only ○ PDF export needs finessing
  • 19. Design Research 2019 amir_ansari battle_elf transpire19 Let’s press How do these steps fit into your process and how you do things?
  • 20. This is just one way of doing things. What are some ways you have solved pain points that are not Trello? But here’s the thing...
  • 21. battle_elf amir_ansari transpire Thank you Let us know on Twitter @transpire #TranspireUX or get in touch.