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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.”
Teresa Torres, Product Talk
01Plan

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.

Why do teams distrust in-app numbers?anchor
what we need to learn
research_planresearch_planA plan for gathering evidence to validate a draft entity
conducted asresearch_plan_conducted_as_research_study
Reporting habits, 8 interviews
research_studyresearch_studyA planned research activity
A designed study, not an ad-hoc chat:
investigatesresearch_study_investigates_research_question
When do teams leave the product to report?
research_questionresearch_questionA question guiding a research study
followsresearch_study_follows_interview_guide
Reporting workflow guide v2
interview_guideinterview_guideA structured guide for conducting interviews
enrollsresearch_study_enrolls_participant
8 team leads, mixed tenure
participantparticipantA person participating in research

Discovery 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.

02Observe

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.

Reporting habits, 8 interviews
research_studyresearch_studyA planned research activity
capturesresearch_study_captures_observation
Manual weekly export is a workaroundanchor
observationobservationA specific behaviour or statement observed
One observation, grounded below and consequential above:
evidenced byobservation_evidenced_by_quote
“I export to a spreadsheet every Friday.”
quotequoteA direct quote from a research participant
revealsobservation_reveals_need
Trust the numbers without exporting
needneedA user need, pain, desire, or constraint
characterisesobservation_characterises_persona
Data-wary team lead
personapersonaAn archetype representing a user segment
yieldsobservation_yields_insight
Users distrust in-app numbers
insightinsightA synthesised finding from research

Raw 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.

03The Climb

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.

quote
“I export to a spreadsheet every Friday.”
raw, verbatim, one participant
observation
Manual weekly export is a workaround
coded from the quote
affinity_cluster
Reporting lives outside the product
grouped across 7 sessions
insight
Users distrust in-app numbers
synthesised finding, evidence-linked
opportunity
Trusted, exportable reporting
feeds the discovery spine

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.

04Opportunity

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.

surfacesinsight_surfaces_opportunity
Users distrust in-app numbers
insightinsightA synthesised finding from research
Trusted in-context reportinganchor
what the product should do about it
opportunityopportunityA validated gap worth solving
The opportunity is where research becomes action:
addressesopportunity_addresses_need
Trust the numbers without exporting
needneedA user need, pain, desire, or constraint
pursuesopportunity_pursues_outcome
Teams rely on in-product metrics
outcomeoutcomeA desired business or user outcome
drivesopportunity_drives_solution
Inline verification badges
solutionsolutionA proposed approach to address an opportunity
explores viaopportunity_explores_via_design_concept
Provenance drawer
design_conceptdesign_conceptA possible design direction or approach
improvesopportunity_improves_user_journey
First-week activation
user_journeyuser_journeyAn end-to-end map of a user experience

The 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.

05Hypothesis & Test

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.

Users distrust in-app numbers
insightinsightA synthesised finding from research
generatesinsight_generates_hypothesis
Showing provenance raises trust in the numbersanchor
hypothesishypothesisA testable belief about a solution
requireshypothesis_requires_experiment_plan
A/B the verification badge
experiment_planexperiment_planAn experiment plan describing the hypothesis, setup, success criteria, and methodology before a test runs.
The run closes the loop with evidence, not opinion:
Badge test, 2 weeks
experiment_runexperiment_runAn execution instance of an experiment that records actual conditions, observations, and raw results.
validatesexperiment_run_validates_hypothesis
Showing provenance raises trust
hypothesishypothesisA testable belief about a solution
yieldsexperiment_run_yields_evidence
+18pt trust, p < 0.05
evidenceevidenceData supporting or refuting a hypothesis
producesexperiment_run_produces_learning
Provenance matters more than precision
learninglearningAn insight gained from an experiment
measuresexperiment_run_measures_metric
Report-trust survey score
metricmetricA unified metric that measures progress, health, or behaviour across the product

A 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.

06Into The Spine

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.

07Where To Go Next

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: