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Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 1 So Many Research Options, So Little Time: How to Choose Among New and Traditional Qualitative Research Methods Jay Zaltzman Bureau West, Inc. Market Research & Marketing Strategy Los Angeles, California, USA Tel: +1-818-588-6050 Email: [email protected] MRIA-ARIM June 16, 2011

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So Many Research Options, So Little Time: How to Choose Among New and Traditional Qualitative Research Methods. Jay Zaltzman Bureau West, Inc. Market Research & Marketing Strategy Los Angeles, California, USA Tel: +1-818-588-6050 Email: [email protected] MRIA-ARIM June 16, 2011. - PowerPoint PPT Presentation

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Page 1: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 1

So Many Research Options, So Little Time:How to Choose Among New and Traditional

Qualitative Research Methods

Jay Zaltzman

• Bureau West, Inc.

• Market Research & Marketing Strategy

• Los Angeles, California, USA

• Tel: +1-818-588-6050

• Email: [email protected]

MRIA-ARIM

• June 16, 2011

Page 2: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 2

Bureau West: research & strategy

• Consortium of independent researchers

– Qualitative research (focus groups, interviews, online methods)

– Quantitative research (surveys)

– Website-related research (usability, conceptual)

• “Agnostic” when it comes to methodology

– What’s the best way to answer the research question?

Page 3: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 3

Decisions, decisions

• Inundated with new qualitative options:

– Online bulletin board focus groups

– Remote webcam focus groups

– Telephone focus groups

– Online chat focus groups

– Mobile phone research

– Online journaling

– Video diaries

– Telephone interviews with “desktop” (computer screen) sharing

– Online communities/social networks

– And more!

Page 4: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 4

Decisions, decisions

• And then there are the traditional options such as focus groups and in-person interviews

• Infinite combinations of the above

• How to choose?

– Benefits

– Client comfort level

– “Bells and whistles”

Page 5: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 5

• Asynchronous

• Less interaction, less spontaneity

• Greater depth

• More individual opinions and less influence of fellow participants

– But still get some of the synergy of group discussion

• Anonymous

• Geographic dispersion

• Cost savings

Moderator post

Threadedresponses

Online bulletin board focus groups

Page 6: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 6

Online bulletin board focus groups

• Well-suited for:

– Website-related research

– Discussing new concepts

– High-involvement topics

Page 7: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 7

Webcam (video) focus groups

• More interactive than online bulletin board focus groups

– Though still not the same as in-person

• Psychological safety of home or office

– Less “groupthink” than in-person focus groups

• Best of both worlds?

• Geographic dispersion

• Costs: not cheap, but save on travel

Page 8: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 8

Webcam (video) focus groups

• Examples:

– Research: reactions to TV ads

– Home use of products

Page 9: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 9

Online chat focus groups

• Moderated discussion conducted online

– Think of a large chat room, with visuals that can change

– Moderator asks questions and probes while the comments scroll down the page

– Clients view the online chat in real-time, and are able to have the moderator ask additional questions, if needed

• Somewhat interactive

• More immediacy

• No dominators

• Simultaneous responses = large amount of data in short amount of time

• Anonymous

• Geographic dispersion

• Cost savings

Page 10: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 10

Online chat focus groups• Well-suited for reactions to visuals

and to concepts

Page 11: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 11

Telephone focus groups

• Teleconference

– Can be done as a regular conference call or using an online conference system like WebEx or GoToMeeting, so participants can view stimuli on their computer screens

• Fairly interactive

• Geographic dispersion

• Quick and easy to set up

• Cost savings

Page 12: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 12

Telephone focus groups

• Tend to use when webcam focus groups are too expensive or too difficult (e.g., no time to send webcams to respondents)

Page 13: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 13

Desktop sharing

• Can work both ways

• Moderator and clients see respondent’s desktop

– For remote website usability testing

• Respondents and clients see moderator’s desktop

– For telephone focus groups or interviews with visual component

• With or without a webcam

• Providers:

– Webex

– GoToMeeting

– AdobeConnect

Page 14: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 14

Mobile phone research

• Not just for quant anymore

• Questions asked by text message at pre-determined times over the course of days or weeks

– Respondents answer by text message

– Alternate method: have people call in their answers

• Immediate

• More natural, researcher has less impact on the behavior being researched

• Well-suited for:

– Learning about behavior (e.g., shopping, watching TV)

– Getting at feelings, emotional reactions

Page 15: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 15

Mobile phone (texting) research

• Examples:

– How PR staffers feel about their work

– Reactions to marketing messages

Page 16: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 16

Online journaling (“immersive research”)

• Participants write their own “blogs”

• Can combine text, photos, video, audio to get at various aspects of the topic being researched

• More natural, researcher has less impact on the behavior being researched

• Can participate at their convenience

– More “in the moment” than an IDI, less than texting

– Provides greater depth than texting

Page 17: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 17

Online journaling (“immersive research”)

• Well-suited for:

– Learning about behavior

– Getting at feelings, emotional reactions

Page 18: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 18

Video diaries

• Questions and answers on video – more natural and easier for participants

• Portable video cams enable us to “follow” participants, with minimum observer impact

• Participants don’t have to write and organize thoughts, can speak spontaneously

• Rich visuals for report

Page 19: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 19

Video diaries

• Well-suited for:

– Learning about behavior as it happens (“day in the life”)

– Getting at feelings, emotional reactions

• Examples:

– P&G research about morning routines

– Midas customer research

Page 20: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 20

Social media

• Still finding our way – proceed with caution!

– Many consider Facebook and MySpace to be very personal forums.

• Can temporarily connect to (“friend”) respondents.

– This provides a deeper and more candid view of the person than is available otherwise.

• Data mining opportunities.

Page 21: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 21

Market research online communities

• Large group of people recruited to a private online platform to participate in a variety of research activities over time.

• Uses:

– Co-innovation: involving customers in the product development process.

– Identifying trends: participants recruited for MROC’s are engaged, creative types of people who tend to be at the forefront of trends.

– Longitudinal input: obtain information over the whole course of the decision-making process, or input about product use over time.

– Speed: answers can be available in days rather than weeks.

Page 22: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 22

So how to choose?

Page 23: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 23

Decision process: start here

Are people with

broadband internet representative of

the target?

Is confidentiality

absolutely essential?

Yes

No

No

Yes

Can’t use remote or online methods (except telephone focus groups and IDI’s)

Can consider online methods – continue to next page

Can’t use remote or online methods

Page 24: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 24

In Person

InteractionSpontaneity

In Home or OfficePsychological security

In-person focus groups

In-person IDI’s

Online bulletin board focus groups

Telephone focus groups

Webcam focus groups

Mobile phone research

Video diaries

Online journaling

Online chat focus groups

Page 25: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 25

Depth Superficiality

In-person focus groups

In-person IDI’s

Online bulletin board focus groups

Telephone focus groups

Webcam focus groups

Mobile phone research

Video diaries

Online journaling

Online chat focus groups

Page 26: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 26

Group

Group dynamic

Individual

In-person focus groups

In-person IDI’s

Online bulletin board focus groups

Telephone focus groups

Webcam focus groups

Mobile phone research

Video diaries

Online journaling

Online chat focus groups

Page 27: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 27

Immediate Retrospective

In-person focus groups

In-person IDI’s

Online bulletin board focus groups

Telephone focus groups

Webcam focus groups

Mobile phone research

Video diaries

Online journaling

Online chat focus groups

Page 28: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 28

Decision process – also consider:

• Client comfort level

• Savings in travel cost, time

Page 29: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 29

Summing up

• “Selling” new techniques to clients

• Consider a combination

Page 30: Jay Zaltzman Bureau West, Inc.  Market Research & Marketing Strategy  Los Angeles, California, USA

Bureau West ▪ Market Research & Marketing Strategy ▪ Los Angeles, CA ▪ tel: (818) 588-6050, email: [email protected] 30

Thank you

• Jay Zaltzman

• Bureau West - Market Research & Marketing Strategy

– Our Research Tidbit newsletter keeps you up to date on what's new and interesting in marketing and market research each month

– Please send me an email if you'd like to receive it. Just email [email protected] and write “newsletter” in the subject line