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www.locusresearch.com 
Generating Insights 
A guide to generating insight through research for product development 
www.locusresearch.com
An Admission 
I am not really a people person. 
Most of us are absorbed in what we do. 
Not great at seeing or hearing what others are doing. 
Naturally self absorbed.
Statistics are not enough 
Alone they rarely provide insight to the problems we are trying to solve. 
They are seen as ‘dependable’ as they are viewed as quantitative 
But they lack context and depth. 
They rarely deliver understanding or unlock insight.
Context is everything 
A simple conversation can change your perspective irrevocably. 
It may explain how people think, use products, the 
issues and challenges they face. 
Providing you with the 
understanding you need to develop better products. 
They create empathy.
A 3 Dimensional Picture 
Combine analytical, humanistic and creative approaches. 
Combine your facts, figures, and observations to 
provide powerful indicators about gaps in the market 
Helps you set your compass bearings.
Your best risk management tool 
Research drives the most important approach to managing risk in your product development. 
Remove your preconceptions (not easy!) 
It helps to refresh your perspective or provide you a 
new perspective on what your doing.
It Does not Stop at the Start 
Nothing is static. 
Keep going back to recalibrate your understanding. 
Don’t be dogmatic, and allow yourself to change your 
opinion. 
It will improve your chances of being more successful.
Document Everything 
The primary difference between us and most companies is that we document everything. 
Interview notes and transcripts. 
Photographs and video. 
Sketches and Illustrations.
The Gospel
Scope
Be Organised
Be Organised
Be Organised
Be Organised
Understanding and Empathy
Methods 
Observational research 
Interviewing 
Surveying 
Desktop
Synthesis 
Looking for patterns 
Cluster Common 
Themes 
Identify Problems & 
Forces 
Be 
visual 
Synthesise as you 
go 
Make the information accessible 
and usable
Generate Insights 
Frame Insights & Point of 
View Statements 
What If Insights
Generating Insights
Generating Insights
Generating Insights
5 things to remember 
Plan your research to generate insights. 
Leave 
the office and get in to place. 
Use 
a range of methods, both qualitative and quantitative. 
Get 
a mix of perspectives: internal and external; customer and expert. 
Document 
all findings in usable form to build a rich resource.
Guiding Principles of Customer Research 
Have 
empathy 
Don’t answer the 
questions 
Capture the 
moment 
Analyse the data when 
fresh 
Analyse in 
groups 
Be 
prepared for change
Research Tips: 
Meet in 
context 
Break the 
ice 
Be 
conversational 
Broaden the 
view 
Always ask open 
questions 
Get to the ‘Why’ points by free 
diving 
Capture it as it’s 
said 
Record and 
clarify 
Play the game of two halves: 
close the book but keep recording 
Share back in low resolution
Tools 
Smart Phone 
–With apps & a good camera 
Evernote 
and OneNote –Web/Desktop/Mobile 
Paper 
Notebook/Journal –We made our own 
Digital Camera 
–Still & Video (still hard to beat) 
A common approach/framework 
–Tables 
Spreadsheets 
–Excel for sorting 
Reports 
–Word (still the best) 
Presentations 
–Powerpoint/Keynote

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Generating Insights

  • 1. www.locusresearch.com Generating Insights A guide to generating insight through research for product development www.locusresearch.com
  • 2. An Admission I am not really a people person. Most of us are absorbed in what we do. Not great at seeing or hearing what others are doing. Naturally self absorbed.
  • 3. Statistics are not enough Alone they rarely provide insight to the problems we are trying to solve. They are seen as ‘dependable’ as they are viewed as quantitative But they lack context and depth. They rarely deliver understanding or unlock insight.
  • 4. Context is everything A simple conversation can change your perspective irrevocably. It may explain how people think, use products, the issues and challenges they face. Providing you with the understanding you need to develop better products. They create empathy.
  • 5. A 3 Dimensional Picture Combine analytical, humanistic and creative approaches. Combine your facts, figures, and observations to provide powerful indicators about gaps in the market Helps you set your compass bearings.
  • 6. Your best risk management tool Research drives the most important approach to managing risk in your product development. Remove your preconceptions (not easy!) It helps to refresh your perspective or provide you a new perspective on what your doing.
  • 7. It Does not Stop at the Start Nothing is static. Keep going back to recalibrate your understanding. Don’t be dogmatic, and allow yourself to change your opinion. It will improve your chances of being more successful.
  • 8. Document Everything The primary difference between us and most companies is that we document everything. Interview notes and transcripts. Photographs and video. Sketches and Illustrations.
  • 10. Scope
  • 16. Methods Observational research Interviewing Surveying Desktop
  • 17. Synthesis Looking for patterns Cluster Common Themes Identify Problems & Forces Be visual Synthesise as you go Make the information accessible and usable
  • 18. Generate Insights Frame Insights & Point of View Statements What If Insights
  • 22. 5 things to remember Plan your research to generate insights. Leave the office and get in to place. Use a range of methods, both qualitative and quantitative. Get a mix of perspectives: internal and external; customer and expert. Document all findings in usable form to build a rich resource.
  • 23. Guiding Principles of Customer Research Have empathy Don’t answer the questions Capture the moment Analyse the data when fresh Analyse in groups Be prepared for change
  • 24. Research Tips: Meet in context Break the ice Be conversational Broaden the view Always ask open questions Get to the ‘Why’ points by free diving Capture it as it’s said Record and clarify Play the game of two halves: close the book but keep recording Share back in low resolution
  • 25. Tools Smart Phone –With apps & a good camera Evernote and OneNote –Web/Desktop/Mobile Paper Notebook/Journal –We made our own Digital Camera –Still & Video (still hard to beat) A common approach/framework –Tables Spreadsheets –Excel for sorting Reports –Word (still the best) Presentations –Powerpoint/Keynote

Editor's Notes

  • #3: Most science, design, engineering and technical people are not great with people.
  • #5: Liquid dosing system story – Mekalya Compression system to treat CVD -
  • #10: Research is the ‘systematic investigation to establish facts or reach new conclusions’. It can be informal, or formal, qualitative or quantitative. It can be technical, or human/user centred. The goal is to learn about the context with an open mind. Understanding is the precursor to Insight, we find that as we learn our understanding develops to the point that insight is possible. Insight is the ‘understanding of specific ‘cause and effect’ in a context’. Insight is something that often emerges during or after research and should always be documented. It is when suddenly everything comes together into a form we can understand and communicate.