Using Dovetail for some deep research

Summary

HKS, an renown architecture agency hired us to understand how prospective clients used their website, and how we can improve it to facility their customer journey.

I’ve planed and ran a series of interviews with current and recent clients and used Dovetail for the entire research process: setting up research goals, developing questions, interviewee management, and most impressive set of synthesis and presentation features (e.g., insight canvas and research stories).

Client: HKS

Role: Lead Researcher

Tech: Dovetail

Activities:

  • Research Planning
  • Research Execution
  • Synthesis

Process Highlights:

  • Client had visibility into the research progress
  • Client has participated in the synthesis via the Insights Canvas board
  • Instead of a standard research synthesis deck, we’ve build out “research stories” as the insights emerged (we still ended up building out a deck, when the exec team wanted a presentation)
  • Pre AI-era, required manual theme tagging, but its so cool that every theme had a video snippet.

Screens