Reach Users App
A simpler way to recruit participants for user research.
Working in a product-driven company, a great deal of our work is to perform user research.
To do that, we need users willing to participate in user testing sessions as well as motivated to help us improve our products.
How the system works
1
Jane needs to perform a user testing session so she submits a request for research participants.
2
Pete, the UX Researcher, provides a list of users based on the internal databases and availabilities.
3
Jane invites the users and runs the activities with the participants.
4
Once the activities are finished, Jane updates the participation status of each user and informs Pete.
5
Pete will proceed to handle the final ceremonies regarding the participant’s experience and possible rewards.
The main issues
We have several independent pools of participants, each belonging to their group and set of management rules.
This created a dispersed system and slowed down contact work as well as checking for activity status and rewards.
Almost anyone can request participants from our UXRs - and there’s great demand.
Not having a focused channel for these requests means they are coming from different sources, and managed individually, resulting in more time-consuming manual tasks.
The manual work process in place lacks the potential for long-term automation and optimization of tasks.
By crafting a unified experience for both requesters and providers (UXRs), we simplify the solution and enable future metrics analysis.
The solution
The solution MVP is a two-sided platform where both UXRs and requesters can do their main tasks in the same place - requesting new participants; checking the users’ statuses of participation and last activities; managing participants lists and more.
Adding participants to a research request
Before VS After
8h30min
169 tasks
8 platforms
1h20min
29 tasks
4 platforms
Time and effort required to complete a request for participants, end-to-end.
Filters on progressive disclosure
Due to the vast amount of data in the now consolidated user database, we required a complex combination of filters to allow UXRs to conduct more effective search queries.
The user could filter the data from 3 different areas: the main filter section; the table’s headers and the advanced filters’ panel on the right.
With the new platform in place, the tasks to complete a request were decreased by 83%, overall gaining 7 hours.
Expanded and collapsed header
This project was a result of the combined efforts between me and Danilo Nobre.
A big shout out to him for the great work 👊
All this work would not have been possible without the support of the UXR team at OutSystems - thank you all for your cooperation and constant feedback.
Client
OutSystems
Date
2023