Migrating Without the Migraines

What You Should Know Before Moving an In-Person Research Project to an Online Platform

By Jackie Uwins, Uwins Research

First and foremost, we hope you and your loved ones are healthy and safe during this difficult time. In recent weeks, the research industry has faced some difficult challenges. Many of our friends and clients are finding themselves juggling competing priorities in the face of great uncertainty.

With the recent developments of COVID-19, many of our clients are shifting their in-person qualitative to online. Please know, our team is here to help and be a resource for you. If you’re dealing with projects that have been delayed or cancelled, or if you’re looking for a backup plan “just in case,” we can help you keep your projects forward when being there in person is not an option. Over the past few weeks, we have successfully and seamlessly moved many in-person projects to an online platform.

If you’re looking for a solution that can replace in-person qual, but still deliver on the deep, human understanding that qual research provides, there are a variety of qualitative digital methodologies available that can be customized for each client. Webcam IDIs, digital diaries and digital ethnographies, just to name a few, are all great ways to gather deep, focused insights on your brand or category.

Broadly, there are two online qualitative approaches – asynchronous and synchronous.

Asynchronous qualitative (e.g. digital diaries, bulletin boards) are studies where the moderator interacts with respondents over a period of time, e.g. 2-5 days, but they are not online at the exact same time of day.

  • In this case, the moderator will log on daily, to a platform, during the length of the project to read through new responses, monitor participation, address notes left by clients, send follow up questions to respondents, and analyze data.
  • Typically, we over recruit by 10% to 20% to make sure we have the desired number of completes. The attrition rates will vary per study based on the study topics and the activities or length of the study.
  • A good rule of thumb for estimating timelines are it is expected that managing/moderating/analyzing this type of study will take one person about five to six hours per day.

There are multiple platforms on the market to consider. Customer Boardroom, for example, can be used for bulletin boards and journals, digital ethnographies, advisory boards, or in-depth interviews.

There are multiple platforms on the market to consider. Customer Boardroom, for example, can be used for bulletin boards and journals, digital ethnographies, advisory boards, or in-depth interviews.

Synchronous, also known as real-time or engaging qualitative (e.g. digital ethnographies, webcam IDIs, focus groups), are studies in which the moderator and respondent interact at the same time, similar to in-person qual, except remote.

    Key benefits include:

    • Reduced time, travel, and cost by streaming live directly to your smartphone, laptop or desktop computer
    • The ability to capture moment-in-time behavior
    • Anonymity for discussing personal or sensitive topics
    • Engagement with hard-to-reach audiences
    • Easier recruitment, as there are no geographic restrictions
    • The ability to replicate live focus group environment and techniques
    • The ability to share and gain insights via robust stimuli options, including live polls, dynamic imagery and more
    • Client and moderator chats through virtual backrooms

Combining synchronous with asynchronous activities is also an option. Within one project, you can set up a live focus group, and then ask people to complete a bulletin board activity in their free time as a follow up. Adding this additional element gives them more time to complete media-rich activities like uploading photos or videos.

    Whatever method you decide, we have a variety of tips to maximize engagement and success. It’s critical to:

    • Rescreen respondents as it is an additional opportunity to build rapport and set study expectations.
    • Stay on top of project management – don’t let anything slip through the cracks.
    • Be diligent in daily moderating, monitoring, and analyzing.
    • Send clients daily update emails with excerpts of the best responses and respondent clips to listen to.
    Tips for online groups:

    • Rescreen each and every respondent.
    • Ensure tech checks are conducted ahead of time (and needed software is downloaded).
    • Ensure everyone has headsets for maximum clarity and to minimize external noise (kids, sirens in NYC).
    • Ensure respondents are at home or in a private space where they can talk freely and not be interrupted.
    • Ensure respondents are connected to a computer vs mobile phone/tables when on the go.
    • Moderators will need to manage the conversations carefully to ensure no one gets left behind.
      • They will have to call on respondents.
      • Take notes, show stimulus, and be patient.
      • A notetaker/project support is highly recommended to support the moderator.

In a traditional focus group setting, it’s easy to see who is engaged and who might be falling asleep. Raised hands, nods, and smiles give the moderator non-verbal cues to help them lead the group. Some of the key features of Customer Boardroom were designed to mimic these non-verbal cues in an online setting. Live analytics allow observers and moderators to see the question results populate in real time, like raised hands in a focus group. Respondents’ progress through the study is visually displayed, so moderators can quickly see if anyone is left behind. They can send a private direct message to respondents to find out if they need assistance. Observers can also send messages to moderators that are invisible to the group, like passing notes.

Experienced researchers know that the best insights can come out of spontaneous moments. Keeping a conversation fluid and allowing it to deviate from the topic at hand can sometimes yield the best results. Our research staff has a strong background in both qualitative and quantitative research methods. We can help you design your study guide and questionnaire so that your group stays on track while exploring different avenues. We can make recommendations about which question types work best, or which areas should be left open for discussion.

Our hope is that the current health concerns will be laid to rest quickly, and the researchers who specialize in face to face research can go back to their normal routines. In the meantime, we can help you conduct your studies online, so your projects stay on track, and your clients get the insights they need.

About the Author

Jackie Uwins, an expert in Qualitative Research, has worked in this field for 17+ years. She designs, executes, and provides actionable insights for countless complex qualitative studies, and built a reputation for seamless project management. She has an innate ability to connect with people, enabling her to easily uncover emotions and motivations that lie beneath the surface, and bring beliefs about brands and customer experience to light. Even after moderating 4000+ focus groups, ethnographies and other in-person and online research methods, she still finds every new encounter a fresh opportunity for insight. Her experience spans a wide range of industries from retail, CPG and food service to entertainment, automotive and fashion. Her degrees include a BA and MA in psychology and communication from the University of Southern California.
jackie@uwinsresearch.com, (818) 261-5016

SoapBoxSample Releases Data on COVID-19’s Impact on Americans’ Daily Lives

Research study reveals an overwhelming number of Americans have financial fears as a result of COVID-19.

March 19 , 2020, Los Angeles, CA — Research firm SoapBoxSample announced today, the release of the third part of their ongoing series of polls on COVID-19. The most recent poll, conducted by SoapBoxSample continues to monitor the public sentiment during the Coronavirus pandemic.  Over the coming weeks SoapBox will continue to measure changes in public sentiment and understanding, and make the data publicly available. The goal of this initiative is to promote awareness of the virus, thereby enabling the public to make responsible and informed decisions.

The third survey focused on the cancellation of events, changes to routines and the grocery shortages Americans now face.  Results from this survey revealed that every respondent asked (100%) is aware of cancellations due to the Coronavirus outbreak.  The vast majority (87%) at least somewhat agree that cancelling events due to Coronavirus is a smart move, and they support these decisions.

When it comes to daily routines, many respondents are sticking to their regular habits, but are eating at restaurants less (66%) and are washing their hands more (59%).  This may be due to the already high number of respondents using grocery delivery (71% are having their groceries delivered, same as before the outbreak) and food delivery services (69% are using services such as GrubHub, Postmates, UberEats, again same as before the pandemic).

“These are unprecedented times we’re living in,” said Jacqueline Rosales, COO of SoapBoxSample and icanmakeitbetter. “Understanding they ways this pandemic is impacting Americans daily lives allows us better understand and address the fears and assure our communities that we’re all in this together. Our goal is to provide insight on a consistent basis to help combat fear with information.”

The third in a series of SoapBoxSample’s polls on COVID-19, this study was conducted March 17 – 18 with 400 US residents (yielding a 95% confidence level, +\-5% margin of error) and focused on Event Cancellations, Impact on Daily Routines and Changes at the Grocery Store.  Perhaps unsurprisingly, the vast majority (90%) of respondents have noticed changes their local grocery store since the news of the spread of Coronavirus. The majority of these changes revolve around the lack of products, with nearly 94% finding empty shelves, 82% noticing a limited supply of items and longer lines (61%) and more crowds (53%).

As the situation surrounding COVID-19 continues to evolve, the American public will be exposed to a myriad of news reports. Taking the pulse of the American public to understand what information they are retaining, and whether that information is accurate, is crucial to the US containment strategy. SoapBoxSample seeks to assist with keeping the public safe and informed, by providing this data to the public at no cost.

Parts 4 and 5 will follow in the coming days. To receive ongoing information and stats, please follow us on LinkedIn, Facebook or Instagram.

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US Residents’ Reactions to Government Response and Financial Implications to COVID-19

SoapBoxSample Releases Data on US Residents’ Reactions to Government Response and Financial Implications to COVID-19

Research study reveals an overwhelming number of Americans have financial fears as a result of COVID-19.

March 18 , 2020, Los Angeles, CA — Research firm SoapBoxSample announced today, the release of the second part of their ongoing series of polls on COVID-19. As families across the US are in the midst of self-isolation, at home quarantine, remote education and employment, SoapBoxSample launched a comprehensive research initiative designed to monitor public sentiment in the wake of the life-threatening Coronavirus.

The second survey focused on the government’s response and reaction and the financial implications of the COVID-19 pandemic.  Results from this survey revealed that just over half (51%) of Americans are somewhat or very satisfied with the government’s response to the Coronavirus outbreak.  Over the coming weeks SoapBox will continue to measure changes in public sentiment and understanding, and make the data publicly available. The goal of this initiative is to promote awareness of the virus, thereby enabling the public to make responsible and informed decisions.

“Information is changing daily,” said Jacqueline Rosales, COO of SoapBoxSample and icanmakeitbetter. “We know our staff, clients, friends and family have many concerns from health to financial impacts. Our goal is to continue providing insight on the thoughts of the American public in order to be a small part to help identify and eliminate the knowledge gaps that could potentially lead to unintentional spread of the virus.”

The second in a series SoapBoxSample’s polls on COVID-19, this study was conducted March 16 – 17 with 401 US residents (yielding a 95% confidence level, +\-5% margin of error).   This wave focused on Government and Finances.  Overall, the government was found to be doing a good job (rating of 4 or 5) as it relates to providing information in a timely manner (49% rating of 4 or 5), stressing the serious nature of this outbreak (49% rating of 4 or 5) and communicating ot the public (47%).  However, the largest segment of respondents rated the government a 1 or 2 (needs improvement) when it comes to factors related to the emotional effecs of the outbreak with 49% stating the government needs improvement in helping people feel calm and preventing public panic.

When asked about the financial impact of the pandemic, nearly all respondents (93%) are aware of the impact Coronavirus has had on the world’s financial markets.  An overhwhelming 64% either have lost money or are worried about the amount of money they’re losing in the market plunge.

As the situation surrounding COVID-19 continues to evolve, the American public will be exposed to a myriad of news reports. Taking the pulse of the American public to understand what information they are retaining, and whether that information is accurate, is crucial to the US containment strategy. SoapBoxSample seeks to assist with keeping the public safe and informed, by providing this data to the public at no cost.

Parts 3 and 4 will follow in the coming days. To receive ongoing information and stats, please follow us on LinkedIn, Facebook or Instagram.

For more information about icanmakeitbetter and Customer Boardroom, visit icanmakeitbetter.com.