Case Studies

Rolling research

5 tactics to increase the velocity of user engagement

Why rolling research is used?

  • When a large team of designers need quick iterative feedback from end users in one or multiple countries.
  • Organizations have an elaborate process to onboard a new vendor and/or for issuing purchase orders for existing vendors.
  • You often get turned down by preferred vendor(s) due to short notice and unavailability of bandwidth at their end.
  • When the domain is complex and the need to explain it to a new team every time.

Process is as follows

1.Set Up Rolling Research

Rolling Research enables quick user inputs to design questions through regularly scheduled research sessions.

The advantages are

  • Speed (quick turn around, no negotiation of quotes, multiple bids, contracting)
  • Consistency (expectations are set from the beginning)

2.Standardised Process

Set up standard processes for all aspects of the project

  • Signup (demand aggregation)
  • Method & Sample size
  • Deliverables
  • Project Duration

3.Agility By Design

There will always be exceptions. Be open to think on the fly and provide the flexibility. For example, offer a basket of standardized methods instead of just one

4.Learning Through Continuity

Create a dedicated team on the Agency side It’s especially important to have the same POC’s for the client – can be multiple but a fixed group of people. Domain expertise is built over a period of time


Being in constant contact with the client is critical to make a project successful Pre-planning for upcoming month – dates, number of projects, timelines, intro mails Kick off calls with client researchers Project and DG briefing call with agency researchers

To summarize, rolling research is ideal for anything that is regular and repetitive

  • Standardize processes
  • Be agile and flexible
  • Provide continuity by keeping the same team and
  • Ensure constant communication with the client and other agency partners