Research & Synthesis
A decision that traces back to the words a user said
User research drops out somewhere between the interview and the roadmap. Quotes sit in a transcript, themes live in a slide, the roadmap cites neither, and six months later nobody can say why a feature was built or which user ever asked for it. UPG types every step of the climb: a designed study captures observations, observations cluster into insights, insights surface an opportunity, and the opportunity becomes a hypothesis the team tests. Evidence and decisions stay linked, down to the words a real person said.
“Opportunity solution trees help product teams chart the best path to their desired outcome.”
The study, designed as structure before fieldwork begins
Discovery starts with a question. A research planresearch_planA plan for gathering evidence to validate a draft entity is conducted as a research studyresearch_studyA planned research activity that investigates typed research questionresearch_questionA question guiding a research study nodes, follows an interview guideinterview_guideA structured guide for conducting interviews, and enrolls the participantparticipantA person participating in research nodes who can answer it.
Typing the study up front is what keeps the rest of the chain honest. Every finding later traces back to the question it was meant to answer, so a deliberate result is separable from an incidental one.
what we need to learnresearch_planA plan for gathering evidence to validate a draft entityresearch_studyA planned research activityresearch_questionA question guiding a research studyinterview_guideA structured guide for conducting interviewsparticipantA person participating in researchDiscovery begins with what the team needs to learn. A research plan is conducted as a study that investigates typed questions, follows an interview guide, and enrolls the relevant participants. When the study is recorded as structure, every later finding traces back to the question it was meant to answer.
Raw fieldwork, captured as typed observations
A research studyresearch_studyA planned research activity captures observationobservationA specific behaviour or statement observed nodes, and each observation connects in every direction. It is evidenced by the exact quotequoteA direct quote from a research participant behind it, reveals a needneedA user need, pain, desire, or constraint, characterises the personapersonaAn archetype representing a user segment it came from, and yields the insightinsightA synthesised finding from research it supports.
The quote and the conclusion sit one edge apart, so an observation stays attached to the words that justify it and a need names the moment it was seen. The supporting evidence is a traversal away rather than a paragraph in a transcript.
research_studyA planned research activityobservationA specific behaviour or statement observedquoteA direct quote from a research participantneedA user need, pain, desire, or constraintpersonaAn archetype representing a user segmentinsightA synthesised finding from researchRaw data is captured as typed nodes. An observation is evidenced by the exact quote behind it, reveals a need, characterises the persona it came from, and yields the insight it supports. The supporting quote and the conclusion it grounds sit one edge apart.
Raw input becomes an opportunity, one typed rung at a time
A quotequoteA direct quote from a research participant is coded into an observationobservationA specific behaviour or statement observed; observations group into an affinity clusteraffinity_clusterA group of related observations; a cluster is synthesised into an insightinsightA synthesised finding from research; an insight surfaces an opportunityopportunityA validated gap worth solving. Each rung is a typed node linked to the one below it.
The links are what hold the chain together. An opportunity on the roadmap traces back through the insight, the cluster, and the observation to the words a participant said. The question “why is this being built?” resolves to that path.
Every rung is a typed node, linked to the one below it. A roadmap opportunity traces all the way back to the verbatim quote that seeded it, so “why are we building this?” always has a receipt.
The opportunity is the hinge between research and work
The playbook anchors the region on the opportunityopportunityA validated gap worth solving, the node where research turns into work. An insightinsightA synthesised finding from research surfaces it, and from there the product addresses a needneedA user need, pain, desire, or constraint, pursues an outcomeoutcomeA desired business or user outcome, drives a solutionsolutionA proposed approach to address an opportunity, and explores a design conceptdesign_conceptA possible design direction or approach.
An Opportunity Solution Tree is one lens over exactly these edges. The opportunity carries the evidence underneath it forward into the work, so a solution always names the insight it answers.
insightA synthesised finding from researchwhat the product should do about itopportunityA validated gap worth solvingneedA user need, pain, desire, or constraintoutcomeA desired business or user outcomesolutionA proposed approach to address an opportunitydesign_conceptA possible design direction or approachuser_journeyAn end-to-end map of a user experienceThe playbook anchors the region on the opportunity. Research surfaces it, and from it the product addresses a need, pursues an outcome, drives a solution, and explores design concepts. An Opportunity Solution Tree is one lens over exactly these edges.
A finding becomes a claim that gets tested
An insightinsightA synthesised finding from research generates a hypothesishypothesisA testable belief about a solution, which requires an experiment planexperiment_planAn experiment plan describing the hypothesis, setup, success criteria, and methodology before a test runs.. Then an experiment runexperiment_runAn execution instance of an experiment that records actual conditions, observations, and raw results. validates the hypothesis, yields evidenceevidenceData supporting or refuting a hypothesis, produces a learninglearningAn insight gained from an experiment, and measures the metricmetricA unified metric that measures progress, health, or behaviour across the product that proves it.
Validated or refuted, the result is linked to the claim that prompted it. A refuted test leaves a learning attached to the insight, so the next iteration reads the prior result rather than repeating it.
insightA synthesised finding from researchhypothesisA testable belief about a solutionexperiment_planAn experiment plan describing the hypothesis, setup, success criteria, and methodology before a test runs.experiment_runAn execution instance of an experiment that records actual conditions, observations, and raw results.hypothesisA testable belief about a solutionevidenceData supporting or refuting a hypothesislearningAn insight gained from an experimentmetricA unified metric that measures progress, health, or behaviour across the productA finding carries forward as a claim to test. An insight generates a hypothesis, which requires an experiment plan, and an experiment run then validates the hypothesis, yields evidence, and produces a learning. Validated or not, the result is linked to the claim that prompted it, so the next decision starts informed.
Synthesis connects into the discovery-to-delivery spine
Synthesis does not stop at a finding; it connects into the discovery-to-delivery spine. The opportunityopportunityA validated gap worth solving a study surfaces is the same opportunity a solutionsolutionA proposed approach to address an opportunity addresses, a hypothesishypothesisA testable belief about a solution tests, and a featurefeatureA product capability or feature ships against.
Research becomes upstream structure the build reads from. When a feature is questioned, the graph names the insight behind it; when an insight is invalidated, the graph names the features resting on it.
Research grounds the user side and feeds the build. The threads run back to the people, forward to the design, and out to the import path:
Studies, participants, observations, insights, opportunities, and experiments, with every property and edge.
The persona an observation characterises and the need it reveals.
The opportunity a designer explores via concepts, prototypes, and tests.
Bring research in from Notion, Markdown, and more, then synthesise on top.