User research

What is user research?

User research is the process of studying users and their real-world context to inform product and experience decisions. It uncovers what people need, how they work today, and where current tools or journeys help or hinder them.

Why is user research essential for B2B platforms?

B2B platforms often support complex workflows, multiple roles, and long processes. Without direct input from real users, it is easy to design around internal assumptions and miss critical steps, constraints, and approval realities that shape adoption.

What methods are common in user research?

Common methods include interviews, surveys, usability tests, observation or field studies, and analysis of behavioural data such as analytics, session recordings, and support tickets. Each method adds a different layer of insight.

When should user research be conducted?

User research is valuable at discovery (to define problems), during design (to test concepts and flows), after launch (to see what is working or not), and whenever major product, UX, or positioning decisions are being considered.

How many users are needed for qualitative insights?

Even a small number of carefully selected participants—often 5–10 per segment—can reveal recurring patterns, misunderstandings, and friction points. The goal is depth and pattern recognition, not statistical representation.

How does user research support product roadmaps?

User research surfaces opportunities, unmet needs, and pain points that should guide what goes onto the roadmap and in what order. It helps teams invest in features and improvements that matter most to real users, not just internal preferences.

How should user research findings be documented?

Findings should be summarised clearly with key themes, representative quotes, screenshots or examples, and actionable recommendations. Storing these in an accessible repository ensures teams can revisit insights instead of re-running the same studies.

How can field research help enterprise products?

Field research—observing people using systems in their actual work environments—reveals context such as constraints, workarounds, parallel tools, and collaboration patterns that may not appear in controlled lab tests or remote sessions.

Who participates in user research activities?

UX researchers, designers, and product managers typically lead or conduct research. Marketers, customer success teams, and engineers often observe or join sessions to hear user language directly and understand the implications for their work.

How often should user research be repeated?

User research should be an ongoing practice, not a one-time step. Focused studies are run as new features, markets, or strategic questions emerge so that decisions stay grounded in current user realities.

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