Templatizing UX research to build data-driven products


In today’s competitive business landscape, building successful products requires more than just intuition and assumptions. User experience (UX) research plays a critical role in creating data-driven and innovative products that meet the needs of target audiences. UX research provides valuable insights for user persona creation. Many businesses are seeking to streamline their research processes to get better results in less time. One effective solution is to templatize UX research, to enable teams to easily replicate research methodologies across different projects and products. In this article, we’ll explore the benefits of templatizing UX research and provide a comprehensive guide on how to implement this process for better product development.

What Is Templatizing UX Research?

UX research

When a company wants to design an enhanced user experience, they usually start by conducting research. This research can be qualitative or quantitative and can provide valuable insights into customer needs and wants. However, templatizing UX research takes this research one step further. Templatizing UX research involves creating templates that can be used to quickly and easily collect and analyze data. This can help product designers to quickly identify customer needs and use this data to create an experience that meets those needs.

Templatizing UX research offers a variety of benefits to businesses, including:

  1. Consistency: By creating templates, research teams can ensure that their research processes are consistent across different projects, products, and teams. This consistency is critical for producing reliable and valid results.
  2. Efficiency: Templatizing UX research can save time and resources. With predefined templates, research teams can quickly create study plans and execute research without having to reinvent the wheel for every new project.
  3. Quality: Templatizing UX research helps teams to conduct more thorough and effective user interviews. By following a standardized methodology, research teams can reduce bias and ensure that they are covering all of the necessary areas for their research.
  4. Collaboration: Templates facilitate collaboration between research teams, product teams, and stakeholders. Templates enable all parties to have a clear understanding of the research process, objectives, and outcomes.

UX research is a critical component of creating successful products, and templatizing the research process can significantly improve its efficiency and effectiveness. One study conducted by the Nielsen Norman Group found that templatizing research can improve the accuracy of user experience ratings by up to 18%.

Now that we’ve established the benefits of templatizing UX research, let’s explore the steps for creating effective templates.

Step 1: Define Research Objectives

The first step in creating UX research templates is to define the research objectives. This includes identifying the research questions, target audience, and research methods. By clearly defining the research objectives, research teams can ensure that the research is focused and relevant to the project.

Step 2: Choose Research Methods

Once the research objectives are established, it’s time to choose the research methods. The research methods should be chosen based on the research objectives and the target audience. Common research methods include surveys, interviews, usability testing, and more.

Step 3: Create Study Plan Templates

Study plan templates provide a roadmap for the research process. They should include the research objectives, target audience, research methods, and data analysis plan. By creating study plan templates, research teams can quickly develop a research plan for each new project.

Step 4: Develop Discussion Guides

Discussion guides are used in interviews and usability testing to ensure that all topics are covered. They should include open-ended questions, probes, and prompts to guide the conversation. Discussion guides can be created as templates to ensure that all necessary topics are covered in every interview or usability test.

Step 5: Standardize Data Analysis

Data analysis can be time-consuming and complex. By standardizing the data analysis process, research teams can ensure that data is analyzed consistently across projects. This includes defining the data analysis methods, tools, and templates for reporting findings.

Step 6: Continuously Improve Templates

Creating templates is an ongoing process. Research teams should continuously evaluate and improve templates to ensure that they are effective and efficient. This includes gathering feedback from research participants, team members, and stakeholders.

Step 7: Implementing Templatized UX Research

Once the templates are created, it’s time to implement templated UX research. This includes training the research team on the templates, conducting research using the templates, and continuously evaluating and improving the templates. By implementing templatized UX research, businesses can streamline the research process, improve the quality of insights, and ultimately create better products.


Templatizing UX research offers a variety of benefits to businesses, including consistency, efficiency, quality, and collaboration. By following the steps outlined in this article, research teams can create effective templates for their research process. Templatized UX research can help businesses to develop better products, improve user experiences, and ultimately achieve business success.



Onething Design - UI UX Design Agency

Specializing in the field of interaction design, we’re a global UI UX design studio that assists brands across industries in sustainable digital transformation.