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Research & Observations

Overview of research section and observations sections; how to add/edit/move/delete research and/or observations

Manuel da Costa avatar
Written by Manuel da Costa
Updated over 2 years ago

Research & Observations

Research is the foundation to any strong experimentation programs and is arguably the most important section of Effective Experiments. It’s where the majority of ideas and experiments will originate and is a where your initial insights and observations can be found.

Observations are short, punchy one-liners that summarise an insight within the research. They’re an extremely useful way of pulling actionable information from your research, without having to trawl through a PowerPoint deck or research document.

(eg: “Customers need more info on current offers…” or “Customers were concerned about security on checkout page”)

Having a healthy research depository is highly advised as it helps generate ideas, gives a clear line of sight across the business and enables collaboration across teams involved in the experimentation process; uniting research, UX, ideation, product and experimentation teams.

How to Add New Research

How to Edit a Piece of Research

How to Delete Research:

How to Move Research within the Kanban:

How to Add an Observation

Observations are the heartbeat of the business, what is happening in the market, what the customers love and what they don’t. Observations should be easy to read and digest snippets of useful information or ‘insights’

How to Delete an Observation

How to Search for Research & Observations

How to Open the Observations Mode



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