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ALERT! MARKETING RESEARCH ASSOCIATION Time for a Qual Tune-Up? See Different Perspectives MULTI-CHANNEL QUAL RECRUITING QUAL AND QUANT ARE LIKE PEANUT BUTTER AND BANANAS THE “OVERNIGHT QUAL DEBRIEF” EXPLORING HEART AND BRAIN HEALTH THROUGH QUALITATIVE APPROACHES STORYTELLING FOR MARKET RESEARCHERS INCREASING CLIENT ENGAGEMENT IN ONLINE INTERVIEWS THIRD QUARTER 2014 · VOL. 54 · NO. 3 Monday: Saw new, fabulous shoes at the mall Tuesday: Saw digital ad for those shoes on my home PC My Digital Path Wednesday: Compared cost on tablet at coffee shop Thursday: Checked retailer’s mobile site while at dentist. There’s a sale! Thursday night: Bought the shoes A DIGITAL ROADMAP FOR THEIR PATH TO PURCHASE. ZQ Intelligence On mobile, tablet and desktop, ZQ Intelligence™ lets you see every action your customers and prospects take, giving you a powerful step-by-step guide to their daily digital lives. ZQ Intelligence not only captures 24/7 digital activity of a single individual across all their + Mobile devices, but uniquely pinpoints their very location and offers the ability to conduct surveys with the exact same audience. Integrating these rich behavior insights with survey research differentiates ZQ Intelligence by allowing you to more accurately monitor path to purchase, enhance ad effectiveness and refine brand strategies. Knowing their every action makes your marketing every bit smarter. Check out our new mobile video at luthresearch.com. They live. You learn. © 2014 Luth Research. All rights reserved. 2 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 CONTENTS THIRD QUARTER 2014 Editor Editorial Board Amy Shields, PRC Sherri Dansby, PRC Steven Gittelman Jeffrey Henning, PRC Angela Lorinchak, PRC 56 Storytelling for Market Researchers Twitter@MRAmrx Phone202.800.2545 Fax888.512.1050 Look for us on Facebook and LinkedIn. Article Ideas? Contact Amy Shields at amy.shields@marketingresearch.org. Advertise in Alert! Contact Lisa Lockwood for information at lisa.lockwood@marketingresearch.org or 202.800.2545. The views expressed in Alert! are solely those of the authors and do not necessarily reflect the opinions or positions of MRA. Alert! is available online: alert.MarketingResearch.org Upcoming Conferences September 17-19, 2014 Corporate Researchers Conference Chicago ALERT! MARKETING RESEARCH ASSOCIATION FEATURES 4 Multi-Channel Qual Recruiting By Rob Iles and Rodney Kayton 12 The Application of Qualitative Research for Effective Product Portfolio Management MULTI-CHANNEL QUAL RECRUITING QUAL AND QUANT ARE LIKE PEANUT BUTTER AND BANANAS THE “OVERNIGHT QUAL DEBRIEF” EXPLORING HEART AND BRAIN HEALTH THROUGH QUALITATIVE APPROACHES STORYTELLING FOR MARKET RESEARCHERS INCREASING CLIENT ENGAGEMENT IN ONLINE INTERVIEWS 7 Lessons Learned About Recruiting Hard-to-Reach Populations for Qualitative Research By Karissa Horton 37 By Thomas P. Frauman Alert! Magazine’s Qualitative Marketing Research Directory 16 46 Qual and Quant are Like Peanut Butter and Bananas, Not Oil and Water Qualitative Research in Action By Susan Gillespie 50 By Jessica Broome, Ph.D. 20 Increasing Client Engagement in Online Interviews By Liz Van Patten and Jennifer Dale 54 26 By Will Pirkey Finding Bouquets of Consumer Insight in Acres of Wildflowers Time for a Qual Tune-Up? See Different Perspectives 34 By Kim Cason Increasing Intimacy Through Rapport The “Overnight Qual Debrief” By Rob Iles 56 30 By Duncan Stuart Storytelling for Market Researchers Exploring Heart and Brain Health Through Qualitative Approaches By Allison Groom and Karen Robb KEEPING INFORMED Qualitative will always play a key role in marketing research. This issue of Alert! presents dozens of perspectives that can help you retool your approach to qual. 60Campaigns: They’re “Ad”itive By Kerri Norton and Ben Proctor 64The Power of Babble By Eric Weight 61Hit Refresh for New Markets By James McQueen 66 7 Keys to Executing a Successful Business Rebrand By Steve Blue 62 How to Conduct a Sales Win Loss Analysis by David Lithwick DEPARTMENTS 2 Qualitative Research: And the Beat Goes On By Amy Shields, PRC 8 Welcome New Members 2 Au Revoir…But Not Goodbye! By Jill Donahue 10 Transitioning You to the Future By David Almy 71 Industry News & Announcements The information contained in this publication is for informational purposes only and should not be construed as legal advice. To unsubscribe from this mailing list, send an email to amy.shields@marketingresearch.org or lisa.lockwood@marketingresearch.org. Copyright © 2014 Marketing Research Association, Inc. (MRA), All Rights Reserved. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 1 LETTER FROM THE EDITOR Qualitative Research: And the Beat Goes On H ere’s what we can probably agree upon: The general purpose of qualitative research is to gather meaningful understanding (the how and why) of decision-making. It sounds pretty simple, yet is anything but in today’s complicated and innovative world. Understanding qualitative research has perhaps become more complex than ever. What really are the inherent weaknesses of the approach and how are they overcome? How do qualitative and quantitative complement each other? What does the future look like? How do capacious amounts of information get transformed into powerful insights? Isn’t it time to retire “old” reporting styles and replace them with something exciting and entertaining for stakeholders? How is research quality defined, pledged and delivered? How is internal engagement obtained? The questions go on and on. I’d love to declare that this issue of Alert! addresses all of the questions and provides indisputable answers surrounding qualitative research (it is after all The Qualitative Issue), but let’s face it – that would be a bit of a stretch. It is far too complex an area of our beloved industry, and one for which no single source can ever provide a crystal ball. Instead, the future of qualitative will continue to evolve, and require bright minds and practitioners who are willing to have meaningful discussions. What I can promise is that it delivers a multitude of views, opportunities and potential solutions for researchers to seriously reflect on… and begin discussing with others. I often call out specific articles to focus on, however; as a qualitative researcher at heart and in practice, it would be impossible for me to be impartial in my choices. I leave it to you, our shrewd reader, to consume the words of all the articles in this issue. As always, we encourage and appreciate your feedback; where did we miss the boat and what articles were most impactful? Amy Shields, PRC is MRA’s director of research and the editor of Alert!. She can be reached at amy.shields@ marketingresearch.org. MESSAGE FROM THE CHAIRMAN Au Revoir…But Not Goodbye! T he past 12 months as Chairman of the Marketing Research Association’s (MRA) Board of Directors has flown by and has proven to be amazingly rewarding and challenging – in all the right ways. Taking on this position (after having served on the board for over a decade in a variety of other roles) didn’t initially feel all that different, but with each passing hour, the experience strengthened my belief and support of MRA in ways I could not have fathomed at the beginning of my term. In recent years, the MRA has been on an incredible journey of growth – one that I am truly honored to have been a part of. In particular, this past year has included many highlights, including a few exceptionally special ones: • Our distinguished conferences, ISC and CRC, both continued to grow in size and reputation. This positive momentum confirms that MRA leads the way and sets the bar for both content and networking opportunities. • The completion of our strategic planning process and movement towards implementation. This was such an exciting journey, and something that will continue into the next board year and beyond. I am proud of the hard work that staff and volunteers put into this process. Having a solid strategic plan allows us to keep an eye on the future while still meeting the needs of our members today. • A landmark revision to the MRA Code of Marketing Research Standards (the Code). The monumental task of creating the new 2 Code, which establishes 42 ethical and best practice principles, would not have been possible without the hard work and dedication of a small but mighty team. Having this vital tool (which reflects the current landscape of the industry) to guide marketing research practitioners on a day-to-day basis is a true testament to what MRA is all about. It would be easy to cite many other accomplishments, but instead I would like to take a moment to thank MRA’s staff, without whom these accomplishments would not be possible. Day in and day out, they work hard to innovate, develop and maintain the products and services that support industry-wide pursuit of professional growth and better marketing research. I would personally like to thank the association’s CEO, David Almy, for his unparalleled dedication and hard work, and offer heartfelt gratitude to Amy Shields, Lisa Lockwood, Jennifer Cattel, Ann Morgan, Howard Fienberg, Jess Forrester, Linda Pylant and Cheryl Bechard – all of whom deliver incredible work with a smile. This is a group of high performers who take our mission, values and goals seriously. Of course, they can’t do this alone. I truly believe the dedication of our volunteers is unmatched! I have never met such a large number of professionals, willing to donate their time and resources without question or strings attached. Because of you, I couldn’t be prouder to be a part of this association. Finally, as I wrap up my term as Chairman, I must recognize the board which MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 has worked so selflessly over the past year. This group of individuals truly became a team who worked, debated and supported each other with the common goal of keeping MRA’s best interests first and foremost: Immediate Past Chairman Debby Schlesinger-Hellman, PRC, Schlesinger Associates Vice Chairman Ted Donnelly, PRC, Baltimore Research Treasurer Vaughn Mordecai, PRC, Discovery Research Group Secretary Dan Womack, PRC, Aflac Directors at Large Scott Baker, PRC, Schlesinger Associates Janet Baldi, RTi Research Jim Bryson, 20/20 Research Jerry Haselmayer, Seek Jeffrey Henning, PRC, Researchscape International Elizabeth Merrick, PRC, HSN It’s with great encouragement that I implore each and every one of you to consider volunteering with the MRA. I have been a member for almost 20 years and active as a volunteer for many of those. It has truly been so important to my personal and professional growth. I can’t wait to see what is next! Jill Donahue is MRA’s Chairman of the Board and senior brand insights manager at Nestle Purina PetCare. She can be reached at jill.donahue@purina.nestle.com. CONGRATULATIONS! TED DONNELLY, Ph.D., PRC Baltimore Research is proud to congratulate Ted Donnelly, Managing Director, on his appointment to the National Marketing Research Association Board of Directors Directors. BALTIMORE RESEARCH www.BaltimoreResearch.com 410.583.9991 MRA’SLocation ALERT! MAGAZINE – THIRD QUARTER 2014 Focus Groups I Depth Interviews I Ethnography I Central Tests I Surveys 3 MULTI-CHANNEL QUAL RECRUITING: Learning From the Experiences of a Research Consultancy By Rob Iles and Rodney Kayton Today, multi-channel recruiting is paramount, as is a huge measure of recruiting creativity. But what are the pluses and pitfalls of such multi-channel efforts – in terms of response rates, cost-effectiveness, respondent quality, and other issues? And how far can – or should – creativity be pushed in the pursuit of good (or great) respondents? 4 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 A While it is important to be creative in finding channels and other ways of reaching prospects, it can be counterproductive to try to be too creative in actual recruiting messaging. sk any client or research consultant and they will tell you that qualitative research in its various forms is currently in tremendous demand. Brands and marketers are increasingly attuned to the value and benefits of well-executed qualitative: Deeper customer knowledge, an ability to capture nuances from more specialized respondent audiences, a faster read on key issues and questions, and more. But with the increased resurgence of qualitative research as a meaningful and valuable research discipline, the most critical part of any qualitative research remains the recruit. Unfortunately, increasingly fragmented and digital media (and media consumption), have required recruiting to move beyond the traditional respondent panels and databases into social media, e-message recruiting, more traditional media and sometimes even almost guerilla tactics such as on-site screening and more. Today, multi-channel recruiting is paramount, as is a huge measure of recruiting creativity. There are a series of pros and cons inherent in such multi-channel efforts, and Study Hall Research has learned many of these lessons and challenges as a result of direct experience and trial and error. If you are a client, consultant or vendor currently considering how to use or offer multi-channel recruiting, here are some lessons learned and some guidelines to help you make the most of the experience and the practice. Lesson #1: Multi-channel recruiting means more robust recruiting and the probability of “fresher” respondents or respondents who are new to qualitative research. There are several key recruiting channels outside of the traditional respondent databases. Study Hall Research has achieved successful recruiting results in key areas such as social media (Facebook, Twitter and Pinterest, especially), but also through building relationships with affinity groups or affinity sites (e.g., AfricanAmerican, Hispanic or Asian chambers of commerce, business organizations, churches, and so on) and finding opinion leaders (either online or off). For any potential target audience or research need, you can easily find a series of affinity groups that match – from seniors with specific Medicare or Medicaid behaviors, to particular types of fast food consumers, to players of specific variations on classic sports like soccer. And in most cases, the resulting respondents have little or no exposure to marketing research. So in each case, finding and recruiting a specialized audience opens the opportunity to add these new bodies to an ongoing database while also enhancing the new:old respondent ratio in any qual sample. AND… Lesson #2: Multi-channel recruiting can greatly reduce recruiting times. Traditional phone-based recruiting still yields solid results. But layering in social or other media-driven recruiting often yields results more quickly. Why? First, because new media consumers tend to check those new media with high frequency rates, which means faster exposure to recruiting messages. And second, because those messages can be easily linked to online screening questionnaires. The end result is a stronger ability to provide recruiting phone staff with more precise lists of pre-qualified respondents (vs. general market). When recruiting via multichannel methods, it is not uncommon for our field management team to fill a series of groups or IDIs in 48 hours or less. BUT (and this is a big but)… Lesson #3: Considerably more back-end care is needed. While the recruiting methods may be faster and more precise, Study Hall Research has learned a considerable amount about respondents who are recruited from less traditional channels. • First, respondents are faster to share project information in a larger way. In the old days, a respondent might tell a friend or two about a project. Now, they can (and do) transmit recruiting links or other details to dozens (or hundreds) of people in a few quick clicks. So: ∙∙ Carefully select the details you make public. Don’t include project place and times in the social media realm to avoid those people that “just show up” and were not recruited. (And yes, it happens!) ∙∙ Don’t include all screening criteria in outbound notifications. Use social media to drive inbound calls to screen for a project’s more MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 5 MRA Member Benefits No one is investing on behalf of its members, or pushing the boundaries to contribute directly to your success, like the Marketing Research Association. All of MRA’s income is dedicated to furthering the interests and acceptance of the marketing research profession. MRA is proud to offer a wide array of products and services to enhance member value. We welcome your questions and suggestions! For general information please call 202.800.2545; for inquires on a specific product or service please email the staff member below: 99MRA’s Code of Marketing Research Standards provides protection from bad actors through its promotion and enforcement. For more information on MRA’s Code visit www.marketingresearch.org/code or contact Amy Shields at amy.shields@marketingresearch.org. 99Alert! magazine is distributed quarterly and offered in a robust digital format for all devices. Additionally, it is searchable on the MRA website and the Web. PDF versions of 75+ current and archived issues with links are newly available on MRA’s site at www.marketingresearch.org/ alert. For information regarding content contact Amy Shields at amy.shields@marketingresearch.org. For Alert! advertising information contact Lisa Lockwood at lisa. lockwood@marketingresearch.org. 99MRA Update puts legal and industry news right to your inbox 50 weeks a year. For more information regarding Update content contact Amy Shields at amy.shields@ marketingresearch.org. 99Webinars are presented by industry experts covering the latest trends and technologies – with no sales pitches. There are 20+ free-to-member webinars presented yearly with 50+ archived webinars available on demand. For more information visit www.marketingresearch.org/ education or contact Jennifer Cattel at jennifer.cattel@ marketingresearch.org. 99The MRA Website is an interactive clearing house of research information. Learn more at www. marketingresearch.org or by contacting Ann Morgan at ann.morgan@marketingresearch.org. 99Advocacy through daily results-oriented representation of your interests before government officials. More information is available at www.marketingresearch.org/ advocacy or by contacting Howard Fienberg at howard. fienberg@marketingresearch.org. 99Corporate Researchers Conference (CRC) takes place in Chicago Sept 17-19. For more information visit www.marketingresearch.org/crc or contact Jennifer Cattel at jennifer.cattel@marketingresearch.org. For exhibiting and sponsorship opportunities contact Lisa Lockwood at lisa. lockwood@marketingresearch.org. 99Insights and Strategies Conference (ISC) takes place in Chicago June 4-6. For more information visit www. marketingresearch.org/isc or contact Jennifer Cattel at jennifer.cattel@marketingresearch.org. For exhibiting and sponsorship opportunities contact Lisa Lockwood at lisa. lockwood@marketingresearch.org. 99Professional Researcher Certification (PRC) is a powerful tool for individual researchers of all work experience and education levels. For more information visit www.marketingresearch.org/certification-about or contact Jennifer Cattel at jennifer.cattel@marketingresearch.org. 99Business Advocacy provides greater acceptance of marketing research by leveraging the vast issue expertise of the membership. For more information contact David Almy at david.almy@marketingresearch.org. 99Media Relations increases the reliance upon marketing research via promotion of the value of MR to the business community. More information is available by contacting David Almy at david.almy@marketingresearch.org. 99Chapter Events extend MRA’s reach by providing learning opportunities around the country. For more information contact Lisa Lockwood at lisa.lockwood@ marketingresearch.org. 99Social Media provides members a community in which to share best practices and industry news. Contact Howard Fienberg at howard.fienberg@marketingresearch.org for more information. 99Blue Book Marketing Research Service Directory 99Career Center lists hundreds of job opportunities for those 99MRA Certificates provide recognition of educational 99Discounts save members on education and networking provides invaluable industry information. For more information visit www.bluebook.org or contact Cheryl Bechard at cheryl.bechard@marketingresearch.org. achievement. More information can be found by contacting Jennifer Cattel at jennifer.cattel@marketingresearch.org. seeking careers, while employers can focus their search on the right candidates. For more information visit the Career Center at www.marketingresearch.org or contact Linda Pylant at linda.pylant@marketingresearch.org. events. More information is available by contacting Lisa Lockwood at lisa.lockwood@marketingresearch.org. To learn more about MRA membership and associated benefits, please contact us at 202.800.2545. 6 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 sensitive data points or screening criteria. ∙∙ Consider multi-category messages to mask the project intent (e.g., “Are you age 18-30 and a regular consumer of fast food, cable television or carbonated beverages?”) • Second, there is a greater potential for Experience respondents to know each other or to have shared some form of communication about and Knowledge a project beforehand. So: ∙∙ Over-recruit for the groups, knowing With over 50 years of marketing that you may face this issue. Total research experience, we at Quick recruiting costs are often lower, so this Test/Heakin pride ourselves on is a viable option that will allow you to Real People. Real Results. high customer satisfaction. better choose the optimum qualitative sample. ∙∙ Use a holding area staff person who Quantitative Research can see respondents as they arrive and Nationwide Network leave and note any details like people Qualitative Research grouping together, etc. Quick Test/Heakin’s highly trained ∙∙ Most importantly, re-screen with highly In-store Interviews staff conducts research on a broad trained staff on-site. Schedule qual rage of goods, services and sessions with sufficient time in between Event Interviews industries, utilizing our network of to allow for re-screening. Take time quantitative and qualitative mall before a group or qualitative encounter Exit Interviews to engage with respondents as a group based data collection facilities and one-on-one. Ask unexpected Hispanic Interviewing across the continental United States. questions. Observe texting (in the event respondents are together but Mobile Interview Devices texting one another from opposite sides For more information of the holding pen). And don’t make Panel Augmentation contact us: the re-screen a complete repeat of the screener. Project Management 800.523.1288 ∙∙ Because multi-channel recruiting can info@QuickTest.com generate more respondents in a shorter Programming time period, don’t be afraid to blackball www.QuickTest.com a respondent for any of the issues mentioned here. While respondents may notify others about research, they rarely (if ever) use social media to comment Data Collection • Fieldwork • Project Management • Programming negatively on research or a consultancy. ALBANY l BALTIMORE l PHILADELPHIA l NEW YORK METRO l BROOKLYN l QUEENS We note any observations or occurrences relating to these issues in MASSAPEQUA l W OODBRIDGE l BOSTON l GREENSBORO l ATLANTA our respondent databases and regularly JACKSONVILLE l TAMPA l MIAMI l DALLAS l HOUSTON l PHOENIX l AKRON l CHICAGO cross-reference all database notes to MINNEAPOLIS l DETROIT l MILWAUKEE l LOS ANGELES l MORENO VALLEY ensure optimum respondent quality. ORANGE COUNTY l SAN DIEGO l SAN FRANCISCO l PORTLAND Lesson #4: Regardless of which channel the recruits come from, they need to be engaged. small-scale surveys on a pro bono basis. • Designate a regular manager for Internal client or consultant databases will This practice provides opportunities for your database and social media grow more quickly through multi-channel marketing Study Hall (via press releases, accounts. Whether the responsibilities are recruiting, especially if respondents had media opportunities, etc.) while helping full-time or part-time (ours is full-time), fun with the experience and quickly tell pro bono clients and giving our consumer this staff person is responsible for all facets their friends. But once a respondent has database an interesting range of surveys of panel engagement. been secured for the first time (and, in to complete. • Create opportunities for engagement fact, with all respondents), engagement is • Constantly monitor social and digital rather than waiting for them. Study Hall crucial or respondents will get bored with media in key client/business categories to engages our national honor roll respondent your firm or forget about you completely. In identify thought or commentary leaders community once or twice per month with our experience, engagement is more than who can be turned into informal project fun surveys and drawings that are not just repeatedly screening for qualitative. ambassadors or gatekeepers to various directly related to a specific paid project. Respondent engagement can be enhanced consumer populations. One way we do this is by working with in several key ways. a range of pro bono clients and offering Continued on page 72 “The nationwide network with the personal touch” MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 7 Welcome New Members Andrew Adelson Rebecca Brooks Jeff Dubin David Harris Azure Knowledge Corporation Philadelphia, PA Dialogue Los Angeles, CA Green Meridian, LLC Princeton, NJ Insight & Measurement Durham, NC Andaleeb Ahmed Jason Brown Matthew Dusig Anne Herron Technical and Management Consultants Inc. Columbia, MD Simantel Group Peoria, IL Innovate MR, LLC Sherman Oaks, CA Allis Information Management Midland, MI Noor Alfares Christopher Buchholtz Misty Dykema Kala Horvitz RTI, International Research Triangle Park, NC Simantel Group Peoria, IL Publik Detective Newport, RI Jennifer Cantrell, PRC John Eaton Xiaodie Hu Nissan North America Inc Lebanon, TN Ipsos SMX New York, NY Sarah Carlson Linda Edwards University of Maryland at College Park College Park, MD Boise Paper Bensenville, IL Wayne County Community College District Detroit, MI Marilyn Hudson Rebecca Elmore-Yalch Talley Hultgren Northwest Research Group, LLC Seattle, WA TGM Atlanta, GA Alison Engelsman Nicole Infortunio Centro Chicago, IL MillerCoors Chicago, IL Kelli Erb Clinton Jenkin Rocky Mountain Health Plans Greenwood Village, CO Barna Group Ventura, CA Bob Fabrize PJ Johnson California State Polytechnic University, Pomona Pomona, CA Pearl Insurance Peoria, IL Amy Feeman CareFirst BlueCross BlueShield Owings Mills, MD National University San Diego, CA Jordin Alford Johnson & Johnson Vision Care Jacksonville, FL David Almodovar DNA Vertical Tampa, FL Ahmad Almoushiqeh Saudi Telecom Company Riyadh, Saudi Arabia Robert Ameo, Ph.D. Market Modelers Warren, NJ Aaron Anderson Patrick Cassady Ascribe, LLC San Jose, CA Walter Chan FRC Hong Kong Ltd Hong Kong Anna Chiao Orchard Park, NY Wells Fargo San Francisco, CA Amy Anderson Clinton Christensen Solutions Through Research Peoria, AZ Hanover Research Arlington, VA Laurie Ashcraft Dominick Cirigliano Ashcraft Research Inc. Chicago, IL OptiBrand Rx Montclair, NJ Kristian Ayre Stephanie Cochinos ALDO Montreal, QC MetLife New York, NY Alka Baijal Rowena Coe Nissan North America Inc Franklin, TN Marketing Strategy Limited Kingston, Jamaica Cory Balthaser Lynne Cornelison INGATHER Research Denver, CO Federal Reserve Bank of Chicago Chicago, IL Astrid Belt Ball Corporation Broomfield, CO Earlene Biggs MediMedia Yardley, PA Bill Bonnet David Dawe TriZetto Corporation Union, NJ Lauren DeRaleau Groupon Chicago, IL Oakland, CA Camille DeSantis Ted Bouzakis Guard Dog Brand Development New York, NY uSamp Encino, CA Hope Brinkmeier Nationwide Insurance Columbus, OH Lori Dockery Vernon Research Group Cedar Rapids, IA Patricia Downes University of Texas at Arlington Grand Prairie, TX 8 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 Westfield Insurance Westfield Center, OH Ellen Fischer ASQ Milwaukee, WI Joe Fortino Cint USA Encino, CA Matthew Gaffney InSightsIQ Overland Park, KS Brittany Jones Maggie Jordan Jordan Consulting Group, LLC Clarks Summit, PA Jenny Karubian Nunez Community College Chalmette, LA Himani Keswani Branded Research Inc. San Diego, CA Unimrkt Research Private Limited Gurgaon, India Kasey Gage Mario Khoury Cint USA Lawrenceville, NJ REACH (Research & Consulting House) Sharjah, Lebanon Shuying Gan Keiser University Coconut Creek, FL Bill Gottlieb Microsoft Redmond, WA Susan Harmon Pacific Lutheran University Tacoma, WA Elijah Kim Hyundai Motor America Fountain Valley, CA Tae Kim RisingSun Marketing Research Shanghai, China Krista Knight Ipsos Canada Vancouver, BC Kathleen Kopacz Paul Nichols Micheal Schneweis Pam Thompson Gainesville, FL Abbott Nutrition Columbus, OH Southern Nevada Water Authority Las Vegas, NV Kimberly-Clark Corporation Neenah, WI Elisabeth Schultz VMS BioMarketing Avon, IN Global Market Research Professionals Van Nuys, CA Jason Sedlock Kerstin Trapp Penn Schoen Berland Mercer Island, WA Merck & Co., Inc. Harleysville, PA Malik Shamim Ian Traynor Dimensions Research and Marketing Consultancy Sharjah, UAE Empanel Online Flowery Branch, GA Kedy’Ky Sherrill Carmel, IN Ivan Koueni University of South Florida Tampa, FL Manoj Kumar Skyline University College Sharjah, UAE Aline Lahood Wiley Lodi, NJ Kim LaPlante Spencer Research, Inc. Columbus, OH Amy LaRue Ipsos InnoQuest Chicago, IL Kassidy Lillard Huber Engineered Woods Charlotte, NC Nicole Linna Li DePaul University Chicago, IL Jia Liu Brandeis University Cambridge, MA Leslie Lowe Country Financial Bloomington, IL Russell Lowe National Athletic Trainers’ Association Frisco, TX Elizabeth Lowrey True North Market Insights Independence, MO Lorne McMillan BRS Group San Rafael, CA Alec Milne Framework Partners Inc Calgary, AB Irina Mirza Fleetmatics Solon, OH Robin Mishler The Research Partnership Wichita, KS Amy Moffatt Ipsos Canada Vancouver, BC Dave Mumford The Institutes Malvern, PA James Myers Radius Global Market Research Schenectady, NY Chad Orr LingPerfect New York, NY Don Osburn Wavelink Corporation Overland Park, KS Dave Pace MarketSight, LLC Newton, MA Tammy Peterson Capella University Minneapolis, MN Kim Plotzka WL Gore Flagstaff, AZ Linda Porter-Cox The AND Group, Inc. Denver, CO Terri Procopio The Indianapolis Star Indianapolis, IN Nicole Proulx Human Interfaces Austin, TX Dan Quirk Quirk’s Marketing Research Media St. Paul, MN Steve Quirk Quirk’s Marketing Research Media Eagan, MN Natalie Rettberg Fieldwork San Francisco San Francisco, CA Shelly Rose Creative Insight Services Orinda, CA Wendy Rosen Kimberly-Clark Corporation Roswell, GA Laura Sarokin, Ph.D. Guard Dog Brand Development New York, NY Rachel Sawicki MRops Minnetonka, MN Peter Scanlon Observation Baltimore Baltimore, MD Joel Schmaltz itracks Saskatoon, SK VisitPITTSBURGH Pittsburgh, PA Frank Simer Anderson, Niebuhr & Associates, Inc. Arden Hills, MN Lira Skenderi Hunter College New Brunswick, NY Brett Smith Keller Williams Austin, TX Juliana Smith Holterhaus Lumi New York, NY Sandy Stansfield International Coach Federation Lexington, KY John Steinlicht Anderson, Niebuhr & Associates, Inc. Arden Hills, MN Andrea Stern Federal Reserve Bank of Chicago Minneapolis, MN David Stevens WL Gore Flagstaff, AZ Karen Steward Freedom Partners Arlington, VA Tasha Stewart Centene Corporation St. Louis, MO Nelson Tao Chatter, Inc. Los Angeles, CA Pierre Tepie Rockville, MD Lynn Tiffany Ishwari Venkataraman Irene Voisin Groupon Chicago, IL Bethany Vose Fort Worth, TX Preston Walters University of Louisville Lexington, KY Mentha (Jiangyuan) Wan DePaul University Chicago, IL Alan White Fidelity Investments Smithfield, RI Brad Winfield Lands’ End Dodgeville, WI Lia Wolfe WL Gore Flagstaff, AZ Angela Woo Dialogue Los Angeles, CA Kate Woods Show Me Consulting Jersey City, NJ Richard Woods Show Me Consulting Jersey City, NJ Lisa Zellmer Kimberly-Clark Corporation Neenah, WI Hanwen Zhuang Johnson & Johnson Vision Care Jacksonville, FL For more information on joining MRA, visit www. marketingresearch.org/ membership Chuck Thomas The Valcort Group St. Charles, IL MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 9 MESSAGE FROM MRA’S CEO Transitioning You to the Future and their years-long cultural denial of the business impact of new digital sensors on their film sales. History proved that denial was an unsuccessful business strategy for Kodak. One fascinating nugget in the transition of the profession was toward future-focused research. Here was the rubric presented: The old approach was that research could tell you what had happened in your markets. The current approach is that research can tell you what is happening now in your markets. Social media monitoring is part of this camp. The leading or next approach is that research should tell you what will happen in your markets tomorrow. Predictive analytics steps in here, among other approaches. I just returned from a meeting hosted by Reg Baker, one among several excellent MR faculty members at Michigan State University. The point of the gathering of about 35 of the profession’s best and brightest (my invitation must have been an oversight) was to begin to discuss how to educate researchers of the future. Joining us at the beginning of the meeting were 25 MSU marketing research graduate students. They sat in a couple of rows in the back of the room and listened, hopefully like sponges, to a blizzard of ideas about the world they will soon enter. The tenor of the meeting reflected the state of the profession – concern about the pace and color of change, doubt about the perceived value of MR, but confidence in its core purpose and value, even as the toolset used to discover insights and strategies is evolving rapidly. There were several takeaways. Perhaps most important (and usually self-evident) is the changing nature of how research is conducted. If you’re doing, buying or selling research, you must be conducting a rolling reevaluation of the right combination of research approaches best employed to achieve a particular business goal. Data, once the backbone of the profession’s economic engine, is flooding the market in such a way that some people think it is free. We were informed that this trend is likely to accelerate. For data collectors of any stripe, and particularly those whose income is largely dependent upon data collection, it probably is past time to consider diversification. As the conversation progressed, I was reminded of Kodak’s awareness of the invention of digital sensors in the late 1970s, The old approach was that research could tell you what had happened in your markets. The current approach is that research can tell you what is happening now in your markets. The corporate researchers reported tighter budgets and higher demands – not necessarily “news.” What was more interesting was that these requirements were tangible catalysts for innovation, driving change and abandonment of older, less agile and more expensive approaches. Note, again; better, faster, cheaper wins. The participants also agreed on the need for continuing education for all researchers. There is too much going on to not commit to this. And then there was the rigor debate – of professionalism applied to the practice of research. It’s an interesting take on the quality of how research is done, but self-focused, since many users of research insights and strategies care less about the specifics of how the output was developed than its true utility in making business decisions. There did seem to be a begrudging acceptance that where quality once was imperative (and may still be, since quality drives utility), “good enough” is making pervasive inroads into MR, as seen with the rise of DIY research. An 80 percent correct answer for 20 percent of the cost of more rigorous research will be 10 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 an acceptable approach for many people. This is an observation, not an endorsement. “Good enough” appears to be palpable criteria in the rolling reevaluation of new MR approaches. Only two topics even hinted at the internationalization of markets and the impact of new research approaches on MR provider business models. If you’re a corporate researcher, you might not care, but the more (properly) MR buyers become integrated with sellers, the more these issues will affect everyone. It used to be that research providers viewed themselves as local or regional players. A few of the larger providers viewed themselves as national companies. Today, many small companies and even a few sole proprietors view the world as their market. Fewer and fewer seem to care where you are as much as how able and responsive you can be in meeting their needs. One mid-size company executive I spoke to recently, who is based in Los Angeles, said that she is dealing with Europe and Asia daily, with late evening and very early morning calls becoming normal disruptions to her circadian rhythms. I suspect that this phenomenon will increase as companies naturally gravitate toward growth or underserved markets, and marginalize saturated ones here in the U.S. How will you make a good living in this new, changed world of MR? I hope the students lining the back of the room are taking a few courses in entrepreneurialism. It’s an exciting time, but they’re going to need a lot more than MR skills to be successful. The opportunities ahead are nothing short of amazing. David W. Almy is MRA’s CEO. He can be reached at david.almy@ marketingresearch.org. The preeminent association promoting, unifying and advancing the insight, opinion and marketing research profession. Join us! www.MarketingResearch.org P la y i n g Fa n tas y S por ts Is Better Done Online Enjoyi n g The Game I s B etter D o ne In Person Than k fully, Schles in ge r A s s o c iate s D o e s B oth Actually, we can’t guarantee your favorite team will win the big game. However, we will deliver the right solution to push any market research project over the goal line. Whether it is qualitative or quantitative, Schlesinger Associates is your resource for complete global data collection services. Tel. +1 866 549 3500 YOUR GLOBAL RESEARCH PARTNER, ANYWHERE, ANYTIME. Recruitment > Focus Groups > Online > Technology > Global Project Management © 2011 Schlesinger Associates. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 11 The Application of Qualitative Research for Effective Product Portfolio Management By Thomas P. Frauman By developing a four quadrant view of strategic products and customers, B2B marketers may focus their organization on opportunities with the best current and future potential for profitable growth. 12 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 E xciting new technologies enter our lives at an ever-quickening pace, shaping the future for decades to come, but the bulk of a firm’s current revenue and earnings come from well-established technology platforms. For companies to compete in today’s economy, they must focus delivery of their product and service offering on the benefit attributes that customers value most, and accomplish this in a lean and cost-efficient manner. So if we accept that statement, the question for senior leaders becomes “what stands in the way of accomplishing this task?” We must ask ourselves “Is the product line and customer complexity that developed with the business now impeding efforts to move forward in important areas?” Following a typical industry life-cycle, product lines experienced rapid growth, followed by slowing growth, consolidation and in some instances decline. During the days of rapid growth, organizations focus on new customer acquisition while simultaneously testing the limits of the new technology. Frequent design “tweaks” are common and often aimed to satisfy specific customers’ needs and create minute points of competitive differentiation. New customers become greedy with their requests for a highly customized product. The combination of an unbridled “sales-driven” approach with high levels of customization and a developing technology suite, creates a recipe for product proliferation. The financial impact of an overly complex product line that sub-optimizes manufacturing productivity is often masked in the “rapid growth” phase of the cycle by higher selling prices and margins. Growth and margins attract new entrants, each positioning to claim a piece of “rapid growth” for their shareholders. As the new technology takes hold, growth naturally flattens out. To the extent overinvestment in capacity occurs, competing firms vie for market share to absorb fixed cost. Margin compression inevitably leads to consolidation through mergers and acquisitions. Sound familiar to anyone? A firm competing in the “difficult middle” of the cycle may typically find a product portfolio comprised of complex over customized products from two or more legacy companies that were combined to create the current business entity. The portfolio often includes less advanced technology developed and supported for a specific customer, but not necessarily as robust or cost efficient as later designs. Addressing Product Portfolio Complexity Benefits of Product Line Rationalization Tackling the task of product line • Lower manufacturing costs rationalization can prove daunting given the • Fewer raw materials purchased complexity of most businesses – thousands • Increased purchasing leverage of customers and thousands of products. A • Reduced working capital structured approach such as the DMAIC1 • Less obsolescence process from six-sigma can prove highly • Shorter lead times effective in focusing this effort. Following • Improved quality this framework, a critical feature of the • More robust product offering define phase is “voice of customer.” In other • Competitive advantage and growth words, the project needs to be framed in a • Better sales and research focus way that delivers the clients’ priority benefit • Lower SG&A expenses attributes (e.g., lead time, applied cost, • Reduced vulnerability to competitive product consistency, ease of application, share loss etc.) Portfolio rationalization occurs not for convenience of the organization, but rather as a Illustration 1 - Percent of Total Gross Margin By means to an end for the client. Product Sold As with many things in life, 100% a quick study of the product portfolio typically reveals the 80% all-too-familiar 80:20 rule – 80 percent of revenue or profit 60% comes from 20 percent of the products. Illustration 1 shows 40% a hypothetical company’s cumulative gross margin 20% by number of products manufactured. 0% 0 250 500 750 1000 So, confronted with the Number of Products Sold situation present in Illustration 1, do we simply “chop off the tail” by discontinuing roughly 600 products that drive only Illustration 2 – Strategic Product / Customer a few percentage points contribution to the firm’s total gross margin? Send the letters, new business rules, and call Strategic Product it a day? As appealing as this Yes No Combined may appear let’s consider the likely outcomes. First, on the Yes (125) 250 250 500 Strategic positive side, manufacturing Customer No (875) 100 600 700 efficiency would no doubt increase – larger batch sizes, Combined 260 740 1200 fewer materials to procure, Overlap 90 110 200 reduction in technical complexity, as well as less space and working capital committed to inventory. Some quick explanation of the table is in Additionally, many of the lower contributing order. The 1000 products produced by the products are undoubtedly “dogs” placing firm have been arranged by two dimensions disproportionately high demands on all – Strategic Customer (Yes/No) and Strategic forms of service and after-sale support. Product (Yes/No). Thus far, we have spoken Now I must introduce a little reality: the only of sorting products produced by total customer portfolio and product portfolio contribution to firm gross margin. Although most certainly do not perfectly overlap. this represents a good directional indicator, A four-quadrant view as presented I would argue for a more comprehensive in Illustration 2 can prove useful in view of individual product and customer understanding the customer-product value. Some suggested additional criteria are relationship. outlined in the Table 1. The correct criteria will vary, but a firm’s customers and products 1 Define, Measure, Analyze, Implement, Control. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 13 should be sorted in a way that gives full consideration to both current and potential business results. Table 1 – Additional Factors Customers Strategic market Growth potential Products Ease of manufacture Differentiated technology Competitive rivalry Product reliability Relationship strength Performance versus alternatives Financial health Favorable cost position Degree of collaboration Intellectual property protection Appreciates Technology Multi Customer Appeal Returning to Illustration 2 (page 13), I want to call your attention to a very important feature of the data – in some measure, strategic customers buy nonstrategic products. Likewise, non-strategic clients purchase strategic products. Let us consider this point quadrant by quadrant. of a long term customer relationship, it is not uncommon for important customers to purchase outdated technology because salespeople have not been proactive in introducing newer replacements to existing products. It often takes the advances of a competing firm to make the client aware of better alternatives. This discovery can destabilize the customer relationship leading to competitive entry and share loss. The action with the 250 products in our example is to continue supporting these products in the short term, but set an aggressive timeline to present clients more robust technology where available. I would expect that this group of products could represent 10-30% of both sales and gross profit. It is highly likely that some difficult, highly customized products will need to be maintained long term to support important clients. Non-Strategic Customers and Strategic Products: In the example above, 875 non-strategic customers consume 100 strategic products. To the extent the firm a win-win situation as discontinuing the non-strategic product causes the client to migrate to more robust technology. Before initiating wholesale discontinuation of these 600 products, we must be mindful of the overlap between strategic and nonstrategic customers; in our example this is 110 products. Importance of Overlaps: To take this point one step further let’s look at the implications of the following overlaps: Strategic products: There are a total of 260 strategic products. Strategic customers purchase 250 of these products, and nonstrategic customers buy 100. Therefore, 90 products are purchased by both groups and only 10 strategic products are purchased exclusively by the non-strategic client group. Does it seem logical that the 90 products purchased by both groups may have the greatest appeal across a broad range of client applications? Could it be that these are the most robust and differentiated technology and represent a priority opportunity for the selling team? Likewise, might opportunities exist for the 10 products sold to non-strategic customers within the strategic client group? Could these 10 products possibly be “diamonds in the rough?” Non-strategic products: Of the 740 nonstrategic products, 110 are purchased by both client groups. More specifically, 250 non-strategic products are purchased by strategic customers and 600 by non-strategic customers. Therefore, discontinuing the 740 products would cause strategic customers to seek new sources for 250 products, destabilizing some customer relationships and potential introducing new competitors to the firm’s most valued clients. The coatings firm must evaluate on a case by case basis the cost and risk of discontinuing the 140 can control “cost to serve” (SG&A) non-strategic products purchased exclusively proportional to the incremental revenue by strategic customers. and margins these transactions yield, Conclusion this represents good business. Marketing Discontinuing products can be a frightening leaders should recognize this business exercise. However, focusing the sales as purely opportunistic, perhaps with the added benefit of driving some higher volume team on the best products should support competitive differentiation and growth. and better fixed cost absorption for select Additionally, the operational efficiency strategic products. Alternative channel created from a streamlined product line will strategies – independent representatives or support a stronger and more responsive e-channel – can prove helpful in controlling business with lower costs and lead-times. non-product costs while driving additional In the context of a long term customer relationship, it is not uncommon for important customers to purchase outdated technology because salespeople have not been proactive in introducing newer replacements to existing products. It often takes the advances of a competing firm to make the client aware of better alternatives. Strategic Customers and Strategic Products: This group of 125 clients embodies the criteria identified as consistent with advancing the firm’s business strategy. The 250 strategic products they purchase represent the best of the best, delivering the highest levels of customer value and competitive differentiation. These products define the state of the art for the business and the core nucleus of the product portfolio. None of these products should be discontinued at this time. In our hypothetical example, these 250 products may represent 50-75% of both total revenue and margins. If you find this percentage puzzlingly low, consider that the strategic product set may include new products early in their life cycle and low in current annual sales volume. Strategic Customers and NonStrategic Products: Most frequently, these products are older technology or very highly customized products. In the context sales growth. Non-Strategic Customers and NonStrategic Products: For the most part, these products should be discontinued and where practical, customers offered alternatives from the strategic product set. Many of these products are highly customized and therefore without a replacement from the established strategic products. Nonetheless, in some instances the customer and coatings firm will realize 14 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 Thomas P. Frauman has more than 25 years experience in senior leadership roles in the coatings industry, developing and executing global business strategy. His specific expertise includes strategic marketing, technology portfolio management, mergers and acquisitions, branding, turnaround management, organization redesign and e-business. Contact Thomas at tfrauman@yahoo.com. 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MAGAZINE – THIRD QUARTER 2014 M Yesterday, a prospective client asked me, “Are you a qual person or a quant person?” He was shocked (and delighted, I think) when I told him I was both. y academic training is in survey methodology, and people often assume that I’m purely a quantitative researcher who runs away in horror at the thought of doing a qualitative project. Nothing could be further from the truth! I think of myself as an equal-opportunity researcher who will happily employ a quant, qual, or hybrid methodology depending on the client’s needs. I view quant and qual as allies in the goal that we as market researchers are always pursuing: conducting the best research possible. Some researchers see qual and quant as two distinct (and sometimes warring) camps; I’ve heard colleagues complain that “qual is too squishy” or that “quant is too dry.” Sometimes this even devolves into personal attacks: “Qual people are scared of numbers!” “Quant researchers think respondents are just rows in their data sets!” I’d like to call for an end to the segregation of qual and quant, and encourage you to start thinking of the two as peanut butter and bananas: Each is viable on their own, but the two can be even better in combination! Often the smartest research involves a combination of qual and quant methodologies to address clients’ objectives; I frequently recommend approaches such as: 1. Using qual to inform quant. I often work with clients who have vague ideas around a topic they want to explore, but no idea where to start. Any questionnaire designed at this stage is likely to be a disaster and sure to leave you (and your clients) frustrated and disappointed. When interest is there but specifics aren’t, I usually recommend that they start with some type of qual to understand the lay of the land before diving in with a quantitative survey. What are some of the issues respondents bring up in focus groups or interviews (and what kinds of things never come up)? What words do they use to talk about the topic? Open-ended conversations can provide answers that researchers didn’t even know they were looking for, and if these answers come up often enough, they can become good candidates for inclusion in a response list. Right now I’m working on a project that is starting with IDIs among non-profit leaders, gauging their interest in my client’s educational offerings. While the interviews are going on, I’m designing a quantitative survey. The moderator has been my best source of questions and response options, feeding me ideas that are top of mind for respondents, in their own language. When I toss out ideas, she’s quick to tell me that “They don’t care about that” or “People don’t talk about it in that way.” I’m positive that the survey wouldn’t be nearly as comprehensive if it hadn’t been informed by the interview results. Like many MRA members, I’m a content-agnostic researcher. This means I’ll ask questions about any subject – often a subject I know nothing about. As a result, in addition to developing full research programs for clients that use qual methodologies like IDIs or groups to inform quant studies, I do a lot of informal questioning to get myself up to speed on topics about which I’m writing surveys. I call these conversations “expert interviews”– even if the “expert” is my dad talking to me about statins or my hairdresser weighing in on the difference between hair serum and gel for my recent project on “bad hair days.” My facebook status is often a request for people to talk to me about various and sundry topics: “Anyone willing to talk to me for 10 minutes about what it’s like to have a broken bone?” “What are the biggest headaches when you’re grocery shopping with toddlers?” “Any friends known anyone with diabetes? Please have them call me – I’m writing a survey and need some info!” It’s important to note, of course, that a sample of my Facebook friends doesn’t give a thorough understanding of how people think about a certain topic – but these conversations certainly give me a place to start when I’m writing questions on things I know nothing about, like cat food, power tools, or American Idol. 2. Using qual to perfect quant. When I teach classes on questionnaire design, I like to remind students that people will answer any question you ask them – but it’s up to you as the survey designer to make sure that all your respondents are answering the question that you think you are asking. I use the real life example of a question one of my clients wanted to ask: “How safe do you feel in the area where you live?” I was concerned that the same word could have different meanings to different people. Pretesting this question led to the following descriptions of “area” from respondents: “My area is just my block.” “Area means the neighborhood, the part of the city I live in.” “I thought “area” meant this part of the country. I feel safer in the Midwest than I would on the west coast; at least we don’t have to worry about earthquakes.” MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 17 This example usually opens people’s eyes to the importance of making sure survey questions are clear and have the same meaning to all respondents. A good way to work towards this uniform understanding is pre-testing. I suggest one-on-one interviews, sitting with a few people while they go through a survey and asking questions like “What does this word mean to you?” or “How would you ask this question in your own words?” or “Why did you choose that response?” as well as using exercises like “think-alouds” to get inside respondents’ heads while they read and respond to questions can show researchers where there may be confusion or different interpretations of words or phrases. The survey can then be designed with language included that clarifies any “fuzzy” terms. An important note: pre-test respondents should mirror the actual audience being surveyed as much as possible. I worked for several years in public relations agencies in New York, and was always fighting account teams who wanted to do informal pre-tests of surveys with people around the office. Pre-testing questions about grocery shopping of people who work in PR and live in Manhattan, when your actual respondents will include stay-at-home moms in Middle America, could lead to an ineffective survey. 3. Using qual to enhance quant...I have to admit, I’ve read (and probably written) more than one research report that lent some truth to the stereotype that “quant can’t tell compelling stories.” This isn’t entirely true, of course, but slides announcing that 62 percent of moms like a certain brand of peanut butter, or that 28 percent try to limit their kids’ intake of certain foods, can only be so interesting. Storytelling is key; nobody wants their clients to fall asleep during a presentation, or be overwhelmed with a “data dump” of charts and graphs. On the other hand, interspersing these numbers with the story of Linda from Baton Rouge, who gives her kids peanut butter sandwiches for breakfast, makes them come alive a little more. Add some pictures or video clips from our visit to Linda’s home to watch her make the sandwiches for her adorable kids, and now we have a research report that will engage even the most uninterested client. Layering qual and quant approaches can be a great way to show the people behind the numbers and make important data points come alive. 4. …and quant to supplement qual. The comeback to “quant can’t tell stories” is, of course, “my client can’t make a decision based on qual.” Of course they can’t. When I learn that a client is trying to use two focus groups to select a logo or message, I’m quick to suggest that they consider an online methodology that incorporates both open-ended responses or discussions and quantitative questions. Rather than two groups of eight respondents in one 18 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 market, I like to steer them towards four (or even six) online groups or bulletin boards of 25 respondents each, drawn from across the country. For a similar investment, we can get a lot of rich qualitative reactions to concepts, but substantiate them with analysis of some closed-ended questions (based on a small sample, admittedly, but still one that is more robust than the participants in two focus groups in one city). This approach keeps everyone happy: It’s quantifiable enough to inform decisions (though I would still not recommend making major business decisions based on the input from 100 people), but rich enough to give the client a sense of how consumers are talking about their message. As an added bonus, clients can view these groups from the comfort of their home or office; nobody has to travel or spend hours in the back room of a focus group facility. I hope this piece has convinced you that qual and quant methodologies don’t need to be exclusive. Each one has strengths, and often the whole can be greater than the sum of parts – just like a peanut butter and banana sandwich. Jessica Broome, Ph.D., designs and applies qualitative and quantitative research programs for clients in a wide variety of sectors. Jessica holds a Ph.D. in Survey Methodology from the University of Michigan, an M.S. in Applied Social Research from Hunter College and a B.A. in sociology from Connecticut College. Discover – Industry veterans provide perspectives on overcoming the day-to-day challenges faced by you – the corporate researcher. Find practical and applicable information in every session. Interact – Network and learn from your peers and presenters at one of several networking events designed specifically for corporate researchers. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 19 Finding Bouquets of Consumer Insight in Acres of Wildflowers How Qualitative Researchers Listen, Explore and Gain Insights from Social Media By Liz Van Patten and Jennifer Dale 20 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 Today’s social media channels provide an unlimited number of virtual soapboxes for people to express whatever they may be thinking, feeling, seeing or doing. This vast resource of expression is a disorganized world proving far more challenging to navigate than current analytics may lead us to believe. Charts and graphs quantify collective behavior, but what do all these click counts and sentiment scores really mean? W Adriana Rocha, co-founder & CEO of eCGlobal Solutions, values social media as “a new ecosystem… of social and mobile technology platforms allowing people to be connected, to socialize and exchange information.” Renee Murphy, owner of Hello There Research, calls her online observation efforts “netnography,” an emerging method based in anthropology that mines social media data for cultural insights. “What I do is not specific to social media; I could apply this to any other sort of artifact. This is just a process that I apply to unorganized data.” Murphy finds listening particularly useful for inspiring innovations and insight for her clients. “With social media, the artifacts are already there. I don’t have to ask the How Does This Garden Grow? question and disturb the fish bowl. I didn’t First, the good news: Despite grim have to change the behavior to get it.” predictions, social media research does Ricardo Lopez, president of Hispanic not replace traditional qualitative research. Research Inc., also considers social media The pioneers with whom we spoke all listen a tool, not a new methodology, akin to to social media as a complement to, not a observational research that has been in replacement for, familiar qualitative methods. practice for decades. “While I may be doing Not one envisioned social media listening as a observation research in a supermarket stand-alone methodology. and watching what people select on the Kathryn Korostoff, founder & president of shelf, I can do the same type of observation Research Rockstar LLC, explains one reason research by going to an online forum and social media listening is getting so much reading comments.” attention: “There are a lot of challenges today While Lopez refers to his social media in traditional research that are making social listening as “online observation research,” media research more attractive... Online Ellen Fenwick and Jayne Dow, directors survey response rates are horrible, behavior at Firefly Millward Brown, describe their economics is pointing out the limitations efforts to gain a micro view as the natural of self-reporting... there’s a lot going on in complement to validating core metrics and the conventional survey research world in “a critical role for qualitative research… we particular that’s making researchers feel a think of it as social life streaming; it’s about little bit dejected.” reframing the idea of listening.” The signature advantage of social media What shifts social media listening to a listening is the ability to observe spontaneous different dimension is the fact that millions conversations in a natural environment of people across the globe are engaged, where people feel comfortable expressing spanning thousands of websites and blogs. themselves. Free-flowing conversations, Doyle sums it up by saying, “It’s qualitative, opinions, and even rants replace the orderly [but] on a massive scale, like we’ve never question-and-answer structure of traditional seen before.” market research. For Kathy Doyle, president of That “massive scale” is exactly what Doyle Research Associates, the social media creates some of the confusion and conversation is “a qualitative conversation controversy surrounding social media with one difference – we don’t get to ask listening. With millions of posts and the questions, but we do get to listen to the photos, friends and likes, isn’t all that data responses.” hile elevator definitions may vary, social media research boils down to the act of observing people’s behavior online. Quantitative researchers harvest this data field with large plows, aggregating and calculating every comment, post and blog available. Qualitative researchers, on the other hand, are carefully assessing the landscape, sorting out the weeds and selectively plucking rich insights in advance of their studies. We tracked down nine research pros who effectively listen and derive keen insights from this vast garden of conversation, to learn how they leverage freely available data for real-time discovery and understanding. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 21 quantitative? Maybe not. Korostoff explains that, “without rich demographic data, I can’t tell if the comments in social media are representative of my target market… the results are never directly actionable without additional research.” Annie Pettit, chief research officer of Peanut Labs, says the distinction lies in how the information is used, explaining that while the analysis can be quantitative (e.g., tracking brand sentiment or comparing brand image), it can also be qualitative (when it is used to gain an indepth understanding of groups of people and how they communicate). The other researchers we spoke with agreed: Social media listening perfectly fits the qualitative researcher’s listening and synthesizing skill set. Mary Aviles, principal consultant at Connect 4 Marketing, has recently added social media research as a standard offering to clients. “Social media gives me a whole new way of listening to my client’s competition… We believe social media is a useful source of information, so we offer clients an analysis of online messaging.” Qualitative researchers also appreciate the speed and efficiency with which social media listening projects can be initiated and completed. There’s no delay while participants are recruited, and the conversations are continuous and always up-to-date. Social media listening is a fast, cost-effective way to gather information from a large number of consumers. “We use social media when we don’t have time to do other methods,” explains Korostoff. Murphy further highlights the speedy advantage when she asks rhetorically in “what other research method can you get shopper insights in four days?” Gathering Rosebuds While We May While online searches can be ad infinitum, the key to successful social media listening is knowing both where to start and when to stop. “I’m not exhausting the world of possibilities, I’m looking for recurring themes among a fixed number of preselected comments,” explains Aviles. Both Aviles and Murphy prefer to start with a hypothesis – the client’s understanding of the problem – then seek out real data online to prove or squash the idea. Aviles explains, “I try to show a pattern that might suggest where the tide is turning, what consumers are experiencing.” While only two of the experts we interviewed actually interact with customers on social media, all of them go online for their preliminary phase of research, as the forerunner to a traditional qualitative study or an online survey. These applications typically include: • Discovering more about an issue, trend, category, industry, company, brand or competitor; • Monitoring what consumers are saying about a brand, product, company, or event; • Researching and comparing positioning and experience against the competition; • Tracking sentiment toward brands, companies, events and personalities over time; • Looking for white space to stimulate product innovation; • Developing further hypotheses for subsequent qualitative investigations; • Driving questionnaire development and helping reduce survey length; • Understanding semantics; • Generating quotes to support other research phases (both qualitative and quantitative); and • Recruiting participants and obtaining consent to observe their private behavior on social media. Both Murphy and Aviles use their findings in social media as a jumping-off point for competitive analysis and driving questionnaire development. They scour the Web, including popular social media channels, public forums and blogs, to find a BIG DATA is nothing without BIG CONTEXT. Insights PROVIDE CONTEXT. AN INSIGHTS AGENCY WWW.THEHUMANCOLLECTIVE.COM BASED IN MIAMI WITH GLOBAL REACH WE HARNESS HUMAN INSIGHTS TO EMPOWER YOUR BRAND & MARKETING COMMUNICATIONS. MOBILE, VISUAL & TRADITIONAL ETHNOGRAPHY SOCIAL VISUAL ANALYTICS DOCUMENTARY FILM FACILITATION PHOTOJOURNALISM BRAND ARCHETYPE DESIGN INTERNAL RESEARCH AUDIT Print Ad MRA HumanC.indd 1 22 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 02.05.14 10:14 While online searches can be ad infinitum, the key to successful social media listening is knowing both where to start and when to stop. slew of available conversations on the topic. Aviles explains the detailed process she took in a recent project, using TweetDeck to conduct initial Twitter hashtag and @ [competition] searches to reveal alternate data sources, then plugging sources into SocialMention and TweetReach to locate influencers in the field. On a typical study, Aviles will look through hundreds or thousands of comments to identify trends and themes, which she ultimately separates and codes for further analysis. Social media listening is just one piece of the qualitative research puzzle. It is limited to recording what people say or do, not what they think or feel, or even don’t do. Fenwick explains that “we still have to balance what we observe with additional exploration and insight. When we are observing interactions with social media, we’re able to see what they actually do but we’re not necessarily able to see what they thought about doing, or what they considered but didn’t do.” With the client’s research objective top-of-mind, Murphy goes online in search of “unmet needs, pain points, category trends, target or segment identification, humanizations, articulations, brand positioning, what people are talking about, how consumers are experiencing and using the product… I always have specific questions in mind.” Some researchers are blending social media listening with existing online methods to create new ways to interact and observe consumers’ behavior online. Firefly Millward Brown recruits social media users for custom studies and observes their behavior across multiple social media channels, using an aggregator to condense what they describe as the “raging river” of conversation to a “more manageable stream.” Lopez dons a research hat and actively dives into topical forums in both English and Spanish to engage consumers, noting that “this piece is closer to what we refer to as ‘online research.’” Miami-based eCGlobal Solutions also focuses on Latin America and the U.S.hispanic market, combining listening in the natural social media environment with custom online insight communities. Rocha explains, “When we create an environment that is social – an online community, for example – we can listen. That’s where the greatest and deepest insights come, when we just let people talk and we listen.” A Good Garden May Have Some Weeds As exciting and useful as social media listening can be, our nine pros pointed out some key challenges and limitations. It’s easy to get lost The experts we spoke with all stressed the importance of having a plan for social media listening and anticipating what you want to find. There’s so much conversation going on, in so many places, that aimless searching can easily lead you down a time-consuming rabbit hole. There are several useful tools available to help categorize, aggregate and compile social media conversations [see inset]. Finding the ones that work for you and your study can be challenging, as they vary in purpose, features and price. Too much information The flood of data online is never-ending. “I caution clients about putting themselves in the type of situation where it is information overload,” explains Korostoff. “If nobody has the time to actually read it and assess it, then [listening efforts are] really being wasted.” If it’s not there you won’t find it Social media listening is most fruitful for brands, issues, companies, events and other entities with higher awareness and greater presence online. If people aren’t talking about it, or only a few people are talking about it, chances are you won’t find enough conversation to make the search worthwhile. Automation has its limits While coding and sentiment analysis tools are constantly improving, there are no set standards, and according to Pettit, these automated tools agree with a human’s interpretation of a series of posts less than 60 to 70 percent of the time. This is where the skills of qualitative researchers are invaluable – reading and synthesizing summaries of social media conversations within the context of consumer behavior, as well as the client’s business issues. Murphy understands the approach can be laborious, noting that “there’s always a refinement process… the first time you will always see some stuff that shouldn’t be there… there is a lot of garbage out there.” Through an arduous process of careful selection, our pros are all looking to find the right stuff to harvest from the start. Extremes of opinion Social media offers consumers an open platform. While some comments have no emotion, others will reflect extremes of opinion. “The sentiment that you get does seem to be extreme… the middle ground is missing,” explains Korostoff. “The super brand ravers or the complainers, we’re missing the middle. We’re getting these extremes of what is being harvested, the neutrals are just not out there.” That said, she’s also quick to point out that today, “it’s our best opportunity to understand online word-of-mouth, and given the volume, it does have a lot of value.” There are no demographics We can infer some things from what individuals say and do online, but there’s no current way to confirm basic demographics like age, income, household composition, or brand usage. So although social media listening tools can group consumers by the attitudes they express online or the behaviors they display, it’s currently not possible to correlate these segments with demographics, which limits how actionable the findings can be. Few people in the industry understand it fully There’s a tendency in the market research industry to equate social media with Big Data and view it as quantitative, but social media listening is just that – listening to conversations that are going on around us and using the skills of the qualitative researcher to look for trends, behavior, attitudes, opportunities and insights. “Big Data talks about the buzz,” Doyle notes, “but natural language processing is still not perfect, so when the analysis is automated sometimes the true meaning gets lost in translation. What we are doing is traditional qualitative analysis and discovery on a large scale.” As a result, ownership of social media listening varies; Korostoff estimates less than half of her clients have a social media listening function within the research department, instead placing the responsibility in the marketing, PR or customer service areas. Privacy is a growing concern This is a great unknown in the world of social media listening. Some of the researchers we spoke with worry that this valuable tool might become impossible in the future if privacy regulations affecting social media conversations become too strict. Others are more optimistic, anticipating a future of better-informed social media users who monitor their own privacy settings and websites that facilitate privacy controls. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 23 Currently, it’s the researcher’s ethical responsibility to protect the identity of consumers they quote or otherwise attribute when reporting on social media listening. Depending on how social media users are sourced, these protections include getting opt-in agreements from participants, stripping out all identifying information when reporting, or even avoiding highly sensitive topics, such as health care. The Outlook is Sunny While the pros acknowledge the challenges, all envision a bright future for the art of social media listening. People are not only online, they are active and comfortable. Among our experts, however, there was some difference in opinions as to where on the horizon the sun would be rising tomorrow. While Rocha feels the science is in its early stages, she believes more researchers are coming aboard and anticipates an increase in overall understanding and acceptance. She believes the tools also will evolve and prices will drop. Murphy believes future tools will be customizable and enable more in-depth analysis. Noting the rapid evolution thus far, Aviles envisions a world with more purposeful tools designed specifically with the needs of qualitative researchers in mind. She also sees a bright future for more B2B listening. Pettit, who’s excited about using mobile for self-ethnography, points out that future improvements will be motivated by the academic field, which she carefully monitors for new advances. She also foresees freely available platforms merging and offering more fee-based services. While Doyle continues to educate her clients about social media listening, she expects many will manage most of these services in-house in the future. She also believes privacy will be a greater concern as the industry evolves. Korostoff points to the growing limitations of online quantitative research to fuel a greater increase in demand for social media research and sees paid tools becoming more affordable. Dow believes social media research will continue to evolve as consumers change the ways they use social media and wearable technology allows them to capture and share their own personal data with others through online channels. Lopez sees privacy and international laws getting sticky, yet eagerly anticipates the future when an open-source code will hit the scene and reveal even greater opportunities for better tools and approaches. The social media research field is vast and growing. Fenwick sums up the value of The social media research field is vast and growing. Fenwick sums up the value of this new data source definitively by saying, “There’s no debate that this is where people are. There’s no question that social media is a part of people’s lives today. This is where the consumer is. We should be there too.” this new data source definitively by saying, “There’s no debate that this is where people are. There’s no question that social media is a part of people’s lives today. This is where the consumer is. We should be there too.” Liz Van Patten, owner of Van Patten Research, is an accomplished qualitative research consultant and strategic partner expert in using online qualitative research methods to engage research participants. Liz is integrating social media listening inquiries to help guide clients to deeper understanding of the consumer conversation. She can be contacted at vanpatten.liz@gmail.com. Jennifer Dale, president and CEO of InsideHeads LLC, designs and executes affordable approaches to understanding human behavior. Jennifer developed one of the first browser-based platforms for conducting online focus groups in 1997 and has moderated more than twelve-hundred online focus groups and trained more than five hundred individual researchers to DIY. She offers social media deep diving among other valuable services to global clients. Reach out to Jennifer at jdale@insideheads.com. Interviewees: Mary Aviles, principal consultant at Connect 4 Marketing Kathy Doyle of Doyle Research Associates, Inc. Ellen Fenwick, managing director and Jayne Dow, director of qualitative insights and digital innovations of Firefly Millward Brown Kathryn Korostoff, founder & president of Research Rockstar LLC Ricardo Lopez, president of Hispanic Research LLC Renee Murphy, owner of Hello There Research Annie Pettit, chief research officer at Peanut Labs Adriana Rocha, co-founder & CEO of eCGlobal Solutions 24 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 Free SML tools used • Twitter’s search engine • Tweetdeck • LIttlebird • Tweetreach • Wordle • Twitonomy • Followerwonk • Revelation (free tool for Word trees) • Pinterest • Google+ Where the data comes from • Proprietary aggregators for sentiment analysis • Proprietary listening tools • Proprietary data analytics • Boolean search on Google, etc. • Twitter • Facebook • Blogs • Google tools (e.g., analytics, trends, search) • Instagram • Pinterest • LinkedIn • YouTube • Flickr • Reddit • Vine • Snapchat • Scoop.it • Whatsapp (this private site cannot be sourced, but is a good place to watch for trends) Social Media Listening Tips • Customize approaches for each client • Hypothesize before beginning the search • Set boundaries for time • Pull relevant comments and identify themes • Use Evernote to organize the data Showcase your Talent �pppppppppppppppphpspp spp�pMarketing Systems Grouppppppppppp ppppp ppppppppp pppppp ppp pppp ppppp pppppp Genesyss ssssssss PRO-T-S researchhhhhhhhhhhh hhhhhhhhh GISS SSSSSSSSSSS SSSSSSSSSS SSSS ARCS �ppppphpppp�ppppp�hppppppppppppppppppppppppp �ppspppppphpppppppppppppppppspsppppppppspppppp pppppppppppp�pppppppppppp�ppppppppppp Contact us at 215.653.7100 or visit our website at www.m-s-g.com for more information. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 25 THE “OVERNIGHT QUAL DEBRIEF” IT’S POSSIBLE, PROFITABLE AND ACTUALLY KIND OF FUN By Rob Iles One of the key client service challenges is always the debrief. How will the client want it? Word? PowerPoint? Other? And more importantly, when will they want it? Today, clients are generally more positive about marketing researchers who produce substantive debriefs in a shorter timeframe (since client decisions don’t have weeks to wait). But what about the ultimate “shorter timeframe?” 26 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 I s it possible to produce an overnight debrief? More importantly, how? The answer is yes and, as Study Hall Research has learned, it can be a highly profitable “premium priced” offering. This article will outline our experience in overnight debriefs: How to best structure and use them, how to set expectations and parameters for them, key types of research for which an overnight debrief works best, and how to execute it (without panic!) when the client says “ok, I’d like that.” What types of qualitative (and clients) are best-suited for overnight debriefs? The overnight debrief isn’t for every type of qual, or for every client. Based on our experience, the best types of qualitative for overnight debriefs are those projects which: 1. Are in one market only. 2. Involve no more than three to four groups, all conducted on the same day (or, at the very least, on two consecutive days). 3. Involve respondents that are similar, versus dramatically different target groups. (As an example, Study Hall produces overnight toplines for a client that is one of the top six QSR – fast food – brands. Our group recruits are always heavy category users who fall into two of the client’s specific user target segments.) 4. Have a high degree of structured inquiry, such as creative evaluation, taste testing, or other types of qualitative where both the stimulus and the range of questions are consistent. 5. Involve issues where the client is looking for more defined responses (e.g., “go vs. no go” on concepts, etc). When deciding whether or not a client might be the right fit for overnight debriefs, that decision is best if based on a few key issues: 1. Do you have a strong working relationship or partnership with the client? 2. Have you already proven your analytical and debriefing abilities to the client? 3. Is the client comfortable with less structured documents? 4. Does the client have a degree of “fun” about them? (We have found that our more “fun” clients have proven the most open to overnight debriefs.) If your client is this sort of engagement partner, consider floating the idea of an overnight debrief. Depending on your comfort level or experience, it may be best to consider offering a 48-hour debrief before you offer an overnight option! What’s the best structure for overnight debriefs? Because of the nature of anything “overnight,” this is clearly not an idea suited for lengthy PowerPoint decks or MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 27 long narratives. While it is a critical part of client service to know how end clients want debriefs, an overnight debrief is best for all parties if it is delivered either via email, or as a brief topline memo. We have found that clients are willing to sacrifice longer narratives for timely and highly informationpacked bullet points. This is how we coach clients when discussing overnight debriefs, and the idea of “immediacy and concise substance” vs. “longer timeframe and longer narrative” is a rather easy one to make under the right circumstances. In terms of the actual structure of the debrief, consider the following as you set up a reporting format: 1. Focus on what’s critical. A research project can easily morph into something it wasn’t intended to be at the start, making a debrief difficult and time consuming to write. Remember the primary objectives for an overnight. Determine (with the client) key reporting needs and what will most help their decision process. 2. Omit the “small stuff” or anything unnecessary. For overnight debriefs, we do not include verbatims. (Partly because we have, over time, proven our analytical and observational skills to clients. This makes them comfortable without verbatims, since they trust we have seen and heard all the important comments and insights). Keep it simple and straightforward. 3. Include strong and very direct recommendations, since the client is likely looking to make decisions quickly. But remind everyone that the recommendations and implications will be based on the core issues, and that the overnight debrief will not branch out into unrelated topics. 4. Divide the debrief into key segments that telegraph what to do. Some examples of simple and effective sections: “What concepts worked,” “what concepts didn’t work,” and “what concepts are in the middle for now.” Don’t include conclusions or major findings that you haven’t had time to vet out completely/ thoroughly. 5. Create a custom reporting template for the debrief (for clients who will engage in similar projects on an ongoing basis). Going into the actual fieldwork with this sort of structure in mind will greatly help how everyone thinks and engages with the research. It does not, in any way, diminish the ability to use the qual groups or interviews to probe deeply on issues or follow-up on new/divergent topics. It does help with the sort of “mindset” of all involved team members. How to structure the actual fieldwork day to help with the debrief. A client has decided they want an overnight debrief for the project, and you’re thinking, “now what do I do?” For starters, don’t panic! It’s actually quite simple – it requires a disciplined approach to the groups and a willingness to follow some key guidelines. 1. Schedule groups strategically. Place at least 30 minutes between groups. This allows the research team to summarize key notes from a group while the room is being reset. This break is generally something clients want or need anyway, as it gives them time to check emails, etc. And work to schedule groups with an ending time before 7 p.m. to give time for debrief writing that evening. 2. Utilize junior staff/consultants to observe the research and take detailed notes regarding the key objectives or key learning areas. It’s fun for them, it gives them client interaction time, and they have an opportunity to learn and work closely with senior consultants. 3. Develop a template for concepts, ideas or key discussion topics. This will give you a common area for noting insights and make it easier to summarize after the groups. 4. Develop your own “shorthand” for ingroup moderator notes. Study Hall consultants use a series of pluses, minuses, key summary words and abbreviations (“RT” for recurring theme, “KI” for key insight and so on). When taking in-group moderator notes, these tactics reduce repetitive writing while also making clear the key takeaways from each group. 5. Know the client and their research topics (concepts, campaigns, etc.) very well. 6. Do an immediate “post group download” with clients where the moderator shares his or her immediate thoughts about what the groups all said. Yes, this requires some quick analytical and extemporaneous speaking skills, but it also a) gives the junior consultants very specific comments to take notes for; b) gives everyone a chance to share any “seen or heard” comments; and c) gets everyone on the client side engaged and going in the same direction on the same day. 7. Commit to working that evening and the next morning. Assign specific parts of the debrief to any junior consultants and optimize “divide and conquer” opportunities. Again, it’s good practice for any consultant. Generally, for a series of two to four groups on one day, an overnight debrief takes about two to 28 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 three hours of writing the same evening, and another one to three the following morning and it’s done! The end result is generally an email or a word document of no more than six or seven hard-hitting and bulleted pages. A few words about the benefits for everyone involved. While the idea of overnight debriefs may sound a bit challenging at first, it’s a reporting practice that gets much easier over time. And the benefits for both clients and research consultants are clear: 1. Speed! The client gets what they need faster and the project can be closed faster, which means quicker “final billing” to a client and faster payment. 2. Efficiency. There is less total effort required from everyone. The “day of and day after” effort is intense, but the end result is that clients get faster and more concise insights and recommendations without having to wade through lengthy debriefs. 3. Relationships. The clients for whom we have deployed overnight debriefs are hugely appreciative, and see this as Study Hall working diligently to give them what they need. There are longer-term benefits relating to client relationships, partnerships, and the deepening of both. 4. And finally, there is the revenue benefit for the consultancy. For a one- or two-day project (and again, one-day is optimal for overnight debriefs), a price premium of four to six percent of total project cost can be negotiated for overnight debriefs. Interestingly, Study Hall Research has a standard practice of delivering all qual debriefs in 10 business days or less. But in the current business climate, clients see the value in overnight debriefs and generally find that the price differential is worth it. For those who decide to consider overnight debriefs, good luck! As a final bit of advice, gather your consultants and try a practice run. Find your strongest people in terms of analysis and writing compelling key points. And then add it to your arsenal of consulting tools that will deliver considerable value to clients. Rob Iles is one of two partners and the Managing Director of Study Hall Research, a 10-person full-service brand, communications and strategic research consultancy, headquartered in Tampa, Florida. Study Hall works with Fortune 100, 500 and 1000 clients worldwide, with particular focus on healthcare, QSR/fast food, travel and leisure, retail and broadcast television. dnavertical.com MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 29 30 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 EXPLORING HEART AND BRAIN HEALTH THROUGH QUALITATIVE APPROACHES By Allison Groom and Karen Robb The American Heart Association/American Stroke Association conducts consumer marketing research just like for-profit companies, with similar objectives: to change attitudes, beliefs or behavior. Our end goal, however, is markedly different from companies aiming to sell products and services. W e aim to help everyone make choices that we believe will lead to healthier, longer lives. Essentially, we are aiming to sell the best ways people can prevent heart disease and stroke – the two leading causes of death in the world. Understanding knowledge, perceptions, motivations and barriers to heart and brain health are key to achieving our mission of building lives free of cardiovascular diseases and stroke. We use qualitative research for various exploratory purposes. Most often it is to direct or supplement quantitative research. Sometimes it has stand- alone merit for creative development or communications. We traditionally use in-person focus groups as our primary qualitative methodology. While this approach still makes sense in certain situations, we have begun to explore other options and are finding deeper insights in hybrid approaches. Though technology has opened up many new opportunities to gather qualitative insights online, observational discoveries through ethnography have significant value. Here are some examples of qualitative methods we have utilized. Online Chat Sessions We recently conducted a quantitative online survey to test message and image concepts to convey our new brand positioning. The positioning is designed to portray our role in the community and our role in influencing a culture of health. We tested several messages that communicated key elements of the positioning. We also tested mood boards – photo collages of people who represented activities and emotions we wanted to elicit. Questions were crafted to detect the emotions triggered by the positioning, as well as the extent to which respondents felt it was relevant to them. We supplemented the survey with online chat sessions to further explore the motivations and emotions tied to the MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 31 positioning. Twenty survey respondents were invited to participate in 30-minute chat sessions immediately following the survey, conducted with a live moderator. The verbatim comments added color and richness to the online ratings that we wouldn’t have received otherwise. We learned that the most effective positioning messages and images incorporated positive elements that convey hope and aspiration. Messages relating to family and friends, as opposed to self, were most powerful. Results-focused facts (e.g., number of lives saved through our scientific discoveries) illuminated the impact that our organization is having. Finally, imagery that reflected the viewer’s life stage heightened the relevance of the positioning. In another study, we tested names and messages related to hypertension. We were consolidating current programs and rebranding the umbrella initiative. This umbrella program encompassed a new name, tagline and messaging for our website, and in social media and brochures in doctors’ offices. The aim of the research was to determine what would motivate people to check their blood pressure, change their lifestyle if they are hypertensive, and control their blood pressure. An online quantitative survey obtained ratings of names, taglines and messages, followed by live online chat sessions with 40 respondents. The qualitative probing helped us understand what words and phrases would motivate consumers to take action. We moved forward with the name “Check. Change. Control.” because it was actionoriented. The most effective message elements were “longer, healthier life” and “helping millions,” which gave us direction for communications strategies. Online Software-Moderated Surveys We conducted a quantitative online survey that incorporated automated softwaremoderated questions to probe on particular responses and discover consumer insights not revealed through a traditional tracking study. This approach elevated qualitative to the statistical power of quantitative. The software is designed from analyses of thousands of verbatim responses and intuitively knows what probing questions to ask. Respondents feel like they are chatting with a live moderator instead of a computer program. From this in-depth approach, mental maps were developed on a sample of over 500. We were able to understand health priorities of diet and exercise, how consumers view the amount of effort they personally invest in their health and what motivates them to make an effort to be healthy. Understanding the nuanced differences of what the term “effort” means to multicultural audiences allows us to encourage healthy behaviors when someone tries as well as succeeds. The confidence in these qualitative results quickly impacted the relevancy of our messaging. advocate for them and help them choose the hospital that meets their health needs. They believed their level of care at hospitals with AHA/ASA accreditation would have the most up-to-date technology and procedures, and the highest quality. We found that familiarity with the healthcare quality improvement concept was fairly low. But, once educated about it, consumers believe these programs are essential because patients need someone to advocate for them. In-Culture Focus Groups In-home Ethnography Groups For a study about healthcare, we conducted focus groups in respondents’ homes. Our objectives were to gain an understanding of consumers’ awareness of the concept of healthcare quality improvement, determine what factors drive their decisions around hospital choice and assess their perceptions of our role in the healthcare quality arena. The association has developed healthcare quality improvement programs that help ensure consistent application of the most recent scientific guidelines for heart disease and stroke treatment at more than 2,000 hospitals nationwide, as well as in outpatient settings. The focus groups followed an online quantitative survey and allowed us to probe on key issues. We recruited participants who met our criteria and asked them to invite friends and family to participate in focus groups at the hosts’ homes. The friends and family shared similar participant qualifications we were seeking to ensure they represented our audiences. The participants felt at ease to discuss personal and emotional issues regarding their health and views about healthcare quality. The rapport among participants led to candid and honest opinions that may not have been revealed in traditional groups of eight strangers. We found that familiarity with the healthcare quality improvement concept was fairly low. But, once educated about it, consumers believe these programs are essential because patients need someone to 32 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 Many of our initiatives focus on specific races and ethnicities, so we conduct research among African-Americans, Hispanics, Asians and Caucasians. Historically, the composition of our focus groups was representative of these segments, but it was insufficient to understand the differences among the segments. Now, we conduct in-culture groups, recruiting separate groups for each segment with a moderator of the same race and ethnicity, to help us discover cultural differences that influence attitudes and behavior regarding health. We explored motivations and barriers to manage high blood pressure, uncovering many cultural beliefs, traditions and habits. Hispanics tended to have a fatalistic attitude toward their health; if they have high blood pressure, that’s their cross to bear and there’s little they can do about it. African Americans held a similar belief, that high blood pressure is prevalent in their family, so it’s inevitable that they’ll have it. These cultural nuances have provided direction for crafting communications strategies to each segment. Discussion Boards Sometimes it’s not convenient or feasible for some audiences to attend a focus group in person. Stroke survivors may have physical conditions that prevent them from being mobile or driving to a facility. Additionally, family members who provide care for a stroke survivor may not be able to leave their loved one to attend a group. Those were among the key reasons we conducted online discussion boards with stroke survivors, caregivers and stroke support group leaders. The objectives were to identify issues and concerns related to post-stroke recovery in order to provide us with direction for materials and tools that we could develop to meet their needs. The discussions lasted three days, with the moderator posting questions in the mornings and again in the afternoons. Participants could view and comment on one another’s posts. The moderator made the participants feel comfortable and open to sharing personal experiences. The conversations evoked intimate comments about their emotions – fears, grief, frustrations and joy – that they felt as they managed their post-stroke lives. We found that there is an opportunity to proactively DID YOU KNOW... Issues & Answers is a Qualitative Resource with 4 moderators on staff! While Maintaining Our 4 US Call Centers It is with great pleasure that we announce our expanded service offerings from our international call center, “Intercontinental Survey Consortium, Ltd”, based in Europe! The additional facility boasts a fully bi-lingual staff conversant in over 45 languages. This unique expansion will allow us to do both B to B and consumer telephone research in Europe, Asia, Middle East and North Africa. reach out to new patients and caregivers, in partnership with a hospital advocate, to answer initial questions and help them during the recovery period. Journaling/Photos and Discussion Boards Evaluation of a nutrition program was a good opportunity to use a multi-mode approach. The need to understand changes in knowledge, attitudes and behaviors around food shopping, preparation and consumption led us to integrate an online quantitative pre/post study with two different qualitative methods. All pre-test respondents received an email with recipes, information about food preparation and cooking skills, and encouragement to use resources on a healthy living website. A sub-sample of 31 participants from the presurvey participated in three weeks of online journaling, activities and photo sharing regarding their thoughts and experiences on shopping and cooking more nutritiously. At the end of four weeks, the journaling participants also took part in a three-day discussion bulletin board. Feedback was first captured individually and then shared among the group. Finally, all participants completed the quantitative post-survey. This method allowed us to quantify change in knowledge, attitudes and behaviors related to fruit and vegetable consumption, and eating at home. We were also able to gain insights into daily struggles, challenges and successes. The richness of the personal perspective brought the quantitative data to life, which helped secure additional funding for the project. We found through these groups that though awareness of heart disease as the number one killer of women has significantly increased over the past 10 years, women still underestimate the possible personal impact. These learnings are being used to develop new communications to further elevate heart disease as a priority for women. Friendship Mini-Groups Conclusion These groups were conducted to explore women’s beliefs and attitudes about heart health. The learning provided direction for communications, positioning and touch point activation. Just as we did in the inhome ethnography groups, we recruited one person who in turn invited friends. All participants met the screening criteria. These groups were held in a traditional focus group facility, behind a two-way mirror, but the environment was anything but traditional. Couches, pillows, a coffee table, drinks and snacks made the experience comfortable and relaxed. Participants more quickly eased into the topic and tended toward more open dialogue. We did, however, learn that the type of friendship influenced this comfort level. In our situation, groups with friends from work were not as productive. We now know to tighten up our screening criteria. The American Heart Association/American Stroke Association values qualitative marketing research approaches so we can better understand health concerns, challenges and motivation. Writing this article makes us realize the breadth of qualitative methods and the value we receive from them. New qualitative and hybrid approaches are well received and deliver against stated objectives. We will continue to use traditional methods while exploring new qualitative approaches to provide rich insights into how we can engage individuals and communities to create a culture of health, so that all Americans live healthier, longer lives. Allison Groom is Marketing Research Consultant and Karen Robb is Manager, Customer and Marketing Research, at the American Heart Association/American Stroke Association. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 33 7 LESSONS LEARNED ABOUT RECRUITING HARD-TO-REACH POPULATIONS FOR QUALITATIVE RESEARCH By Karissa Horton 34 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 As qualitative researchers, we are tasked with capturing the voices of a target population, but oftentimes, certain segments of the target population are extremely difficult to find and recruit. T hrough our experiences conducting research across the U.S. for the Women, Infants, and Children (WIC) supplemental nutrition program (that provides food, nutrition education and breastfeeding assistance for families at or below 185 percent of the poverty level), we have discovered several key lessons to help identify and recruit hard-to-reach populations. Some of our most recent work for the Arizona WIC program required focus groups with both English and Spanish speakers who meet the WIC income guidelines, but have never been on WIC before. Good luck, right? This is a small percentage of the population! For statewide recruitment, we turned to Facebook ads. This worked well for recruiting the English speaking population, but failed with the Spanish speaking population. Nearly all of the Spanish speakers who responded to our ad qualified for WIC, but were already participating in the program. The remaining Spanishspeaking respondents exceeded the WIC income guidelines substantially. In a previous project, we used a recruitment facility to find these individuals, but they, too, had difficulty locating this audience. In fact, over 50 percent of the participants in our focus groups were bilingual, nonnative Spanish-speaking individuals, rather than native Spanish speakers. Determined to find native Spanish speakers who were eligible for the WIC program, but who had never been on WIC, we abandoned the Facebook ad and opted to recruit through local community programs familiar with this population. In order to recruit low-income Spanish speakers, it was critical that we connect with local community members who were trusted and well-liked by our target population. Although it took a lot of time and persistence to network and find the right people to help us recruit, our efforts paid off and we were able to recruit this hard-to-reach population using Promotoras. These community members are trained to provide basic health education to others in Hispanic/Latino communities and are trusted and respected liaisons between their neighbors and local health and human service organizations. We hope the lessons we learned through this process may help others in their qualitative research endeavors. 1. Hard-to-reach populations are truly hard to reach! Why? Because they typically do not opt-in to online surveys, panels, focus groups, etc. We’ve found that this occurs because they are unaware of market research opportunities, or they simply do not want to be found, which means they are rarely identified through traditional market research recruitment methods. 2. Use your networks; they are key to your recruiting success. Put your client and personal networks to work to help maximize your recruiting efforts. Ask for introductions to others who are in a position to help recruit your target audience. Carefully consider whom you will ask to help with recruitment endeavors because your target audience must like and trust these individuals. For example, we experienced great recruiting success with existing community organizations whose staff were well-liked and trusted by local, lowincome Spanish speakers. Specifically, we partnered with Promotoras at local community health centers and doctor’s offices to help recruit Spanish speakers. To locate the Promotoras, we worked through our clients’ professional networks, requesting introductions to many community partners, who then referred us on to individuals in their networks. This particular example illustrates how valuable clients’ networks are when recruiting hard-to-reach populations. Other methods include: (1) obtaining lists of phone numbers in order to call our clients’ former participants/customers; (2) requesting individuals we’ve already recruited to ask a friend to participate; and (3) asking local program staff – who are peers and connected to the population – to help us recruit. However, we caution that each of these approaches may potentially introduce bias into your studies. Think about your own hard-to-reach populations and who they like and trust – these are the people with whom you want to connect. If you don’t know them, use your networks to gain introductions. 3. Go where they are. Social networks are a great recruitment resource for general audiences and some special audiences as well. However, it is our experience that certain segments of low-income populations are not as prevalent on social media (e.g., Facebook). Oftentimes, these individuals aren’t on social media because they don’t have a smartphone or computer to access the Internet. Thus, don’t rely solely on this medium. Learn where your hard-to-reach populations live, work and play, and meet them there. This may mean attending faith-based organizations, community health fairs, flea markets and local parent meetings to talk about your project and recruit participants. For example, we recruited hard-to-reach populations at a school health fair by setting up a table with items of interest. 4. Be organized. When calling on networks to help you recruit, you must know exactly what you want from them before you call and what you will provide in return for their help. You may only get one opportunity to talk, so have your pitch prepared! Be ready to quickly establish rapport, authority and credibility all while being polite and patient. In addition, be flexible and prepared to conduct your research on the spot. 5. Be persistent. Be prepared to call and call and call again. Explain to them who you are and what you are doing. Do not expect to get a call back from them; it is not going to happen. Keep calling. 6. Choose incentives wisely. Know what incentives will resonate with your population. Most groups prefer cash. We’ve had a couple of instances where we were conducting online or phone groups and did not have a cash option. Visa gift cards work great with English speaking audiences who are familiar with the gift card process. However, we found that some low-income Spanish speakers are not familiar with how Visa gift cards work and are fearful they must provide personally identifying information in order to use the gift card. If you end up using gift cards, be prepared to explain how they work. 7. Be Patient. Recruiting hard-to-reach populations takes time. If at all possible, add two extra weeks to the project timeline to allow ample time to network and find the right people who can and are willing to help you recruit your target audience. Dr. Karissa Horton is co-founder, principal consultant and primary investigator at Limetree Research, a firm specializing in applying commercial market research techniques to public health research. She earned a Ph.D. in Health Behavior and Health Education at the University of Texas at Austin. Find Limetree online at limetreeresearch.com. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 35 consistent. Fieldwork’s 16 focus-group facilities are uniformly world-class, with stylish design elements, attentive service, great food and, of course, first rate recruiting. Fieldwork facilities: enjoyed one, enjoyed ‘em all. To field your next study, call any one of our 16 locations across the country. Or, for consistently great multi-market project management anywhere in the world, call the Fieldwork Network at 1-800-TO-FIELD w w w . fi e l d w o r k . c o m ATLANTA BOSTON DENVER CHICAGO-DOWNTOWN FORT LEE, NJ SAN FRANCISCO CHICAGO-NORTH LA-ORANGE COUNTY SEATTLE-KIRKLAND 36 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 CHICAGO-O’HARE MINNEAPOLIS SEATTLE-DOWNTOWN CHICAGO-SCHAUMBURG NEW YORK-WESTCHESTER PHOENIX GLOBAL PROJECT MANAGEMENT DALLAS QUALITATIVE MARKETING RESEARCH DIRECTORY ALERT!MAGAZINE’S QUALITATIVE MARKETING RESEARCH DIRECTORY The Qualitative Marketing Research Directory is a special advertising supplement to Alert!. QUALITATIVE MARKETING RESEARCH DIRECTORY MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 37 QUALITATIVE MARKETING RESEARCH DIRECTORY 3Q GLOBAL, a Quick Test/Heakin Company 1061 E. Indiantown Rd., Ste. 300 Jupiter, FL 33477 855.799.0003 www.3Q-Global.com Contact: Iris Blaine info@3Q-Global.com FULL-SERVICE, DATA COLLECTION and FIELDWORK Agency providing creative research solutions and an outstanding level of quality. Our team has extensive experience in qualitative, quantitative, online and in-person research. We provide traditional, custom, interactive, affordable research. 3Q GLOBAL is the driving force behind any research study, providing unlimited resources and knowledge to ensure the success of each and every project. Alan Newman Research 1025 Boulders Pkwy., Ste. 401 Richmond, VA 23225 804.272.6100 www.anr.com Contact: Terry Brisbane field@anr.com Full-service firm offering a top-rated, modern, professional facility for qualitative research studies and usability testing. Facility was completely reconstructed and remodeled in 2012. Housed in a suburban office building 10 minutes from downtown and 20 minutes from the airport. Viewing room comfortably seats 12-15. FocusVision equipped. Expert recruiting conducted inhouse. Professional moderators available. QUALITATIVE MARKETING RESEARCH DIRECTORY Antedote 25 Taylor St. San Francisco, CA 94102 415.854.0065 www.antedote.com Contact: Erick Pennington erick@antedote.com Selected as one of the Best New Agencies of 2013 by the MRS, Antedote is a leading innovation and insight consultancy. We help our clients solve some of the world’s toughest innovation and insight challenges. We deliver insights and strategy that empowers them to make an impact. We harness leading edge technology to enable us to get to deeper insight, including our own online qualitative research platform. AOC Marketing Research Axiom Research 10100 Park Cedar Dr., Ste. 100 Charlotte, NC 28210 704.341.0232 www.aocresearch.com Contact: Cathleen Christopher bids@aocresearch.com 6060 Primacy Pkwy., Ste. 401 Memphis, TN 38119 901.821.4333 www.axiom-mr.com Contact: Carla Fray cfray@axiom-mr.com Top three in the nation for Recruiting and Personnel according to Impulse Survey of Top Rated Focus Facilities 2014. Specialties include large quota taste tests, CLTs, focus groups and IDIs. Expanded in 2014; each of our four rooms are within a private suite and include a lounge, office, restroom, exterior entrance/exit and separate HVAC zones for clients and participants. Fully equipped, dedicated test kitchen. Unsurpassed recruiting and high show rates. Modern, beautiful facility. Spacious and comfortable client areas. Oversized viewing areas. Exceptional client support. In upscale office district surrounded by city’s best hotels/restaurants. Closest facility to airport. Largest database in market. HIGHEST RATINGS IN MEMPHIS FOR RECRUITING, VALUE, FACILITY, FOOD SERVICE, LOCATION AND PERSONNEL! Artafact LLC Babbletype 43165 Sabercat Pl. Fremont, CA 94539 800.618.3228 www.artafact.com Contact: Linda Stegeman lstegeman@artafact.com 1 International Plaza., Ste. 550 Philadelphia, PA 19113 888.678.7782 www.babbletype.com Contact: Angela Wood angela.wood@babbletype.com Artafact offers chat, phone and webcam online focus groups. Included are drawing tools for marking up images, ads and Web pages, remote website navigation, and polling. Artafact Diaries (bulletin boards) are asynchronous chat focus groups with advanced features supporting photos, video, polling, Web surveys and more. Real-time recruiting services. Babbletype transcription services come highly referred and are designed to reduce your costs, reduce turnaround and dramatically improve the quality of your reports. Don’t settle for memory or cryptic “notes.” We offer ultra-easy, standard all-inclusive pricing and have incredible volume discounts. We also handle language translation, teleconferencing and content analysis. AVC Research 304 Front St. Belvidere, NJ 07823 908.475.3366 Contact: Aileen English aenglish@avcresearch.com MARKET RESEARCH VALIDATIONS. Validations are used to insure quality and act as a deterrent to invalid fieldwork. For over 10 years AVC Research has specialized in validations. We can tailor your project to your specific needs, large or small. We provide fast, efficient turnaround. Our reports have been used frequently for legal purposes. We also do product placement callbacks that are prompt and cost effective. 38 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 Baltimore Research 8320 Bellona Ave., Ste. 210 Baltimore, MD 21204 914.761.1909 www.baltimoreresearch.com Contact: Heather Collins, PRC heather@baltimoreresearch.com 54-year-old, full-service marketing research firm and focus facility. Our service quality is unparalleled and we are experienced across diverse industries. Facility features eight well-appointed focus suites, chic client lounges, test kitchen with observational viewing, private bathrooms in every suite and ample free parking. Full-time chef on staff for a superior culinary experience. Each suite is outfitted with the latest technology. Highly experienced recruiting team with acute attention to detail. Deeply profiled medical database. QUALITATIVE MARKETING RESEARCH DIRECTORY Boston Field & Focus, Inc. dba Performance Plus Concepts In Focus Customer Lifecycle, LLC 1329 Kingsley Ave., Ste. A Orange Park, FL 32073 904.264.5578 www.conceptsinfocus.com Contact: Kathy Hayman kathy@conceptsinfocus.com 319 N. Weber Rd., #360 Bolingbrook, IL 60490 630.412.8989 www.customerlifecycle.us Contact: Karin Ferenz kaferenz@customerlifecycle.us Think Jacksonville - a growing and diverse market. Concepts in Focus, northeast Florida’s premier focus group facility, top-rated by Impulse - designed with your needs in mind: personalized service, suburban atmosphere, attention to quality recruiting, two spacious suites, high-speed Internet, free digital recordings, FocusVision. We invite you to visit “Florida’s First Coast!” CLC is a global research consultancy that works with B2B/B2C companies to plan and conduct research to accurately identify and measure requirements for customer acquisition, satisfaction and loyalty, share of wallet growth and retention. We help organizations get better business results through improved integration of research findings into the day-to-day operations of the organization. 61 East Highway 8 PO Box BF Steelville, MO 65565 573.775.4550 www.cfrinc.net Contact: Colson Steber csteber@cfrinc.net Creative Consumer Research Engage In Depth 3945 Greenbriar Dr. Stafford, TX 77477 281.240.9646 www.ccrsurveys.com Contact: Patricia Pratt ccrhouston@ccrsurveys.com 2510 Urbana Pike, Ste. 1 Ijamsville, MD 21754 240.206.6295 www.engageindepth.com Contact: Lisa Marshall Lisa@engageindepth.com CFR delivers clients individualized research solutions. Our focus is on providing honest, dependable and knowledgeable service that builds sustainable business relationships. We are experienced in various methods of data collection, recruiting, tabulations, panel management, and many more specific research services. The CFR team, led by a dedicated project manager, brings a valuable asset to your business. Over 37 years experience in Houston. Five spacious focus group rooms with viewing capabilities. Two permanent mall locations. Seventy CATI telephones. Expertise in recruiting low incidence studies, consumer, business and medical groups, mock juries and music tests. Multilingual capabilities. Translators available. Engage is a premier market research firm specializing in nationwide recruiting for B2B, Medical Professionals/Patients and Consumers. Focus Groups, IDI’s Mock Trials, Political Issue Studies, Online Communities, Online Focus Groups, Bulletin Boards, Webex Interviews, Telephone Depths, Teleconference Groups, Home Usability, Ethnographies, Immersions, Shop-Alongs, Custom Hybrid Research Studies. 111 Speen St., Ste. 105 Framingham, MA 01701 508.872.1287 www.performanceplusboston.com Contact: Annette Garrepy agarrepy@performanceplusboston.com At Performance Plus we have been at the forefront of bringing new techniques, new methodologies, and new technologies to our clients for more than 40 years. For any type of data collection or management project, Performance Plus has the facilities, dedicated people and industry expertise to get the job done right. Communications for Research, Inc. Complete Research Connection Complete Research Connection (CRC), an award winning, Impulse Top Rated, certified woman-owned business enterprise, is a Columbus-based qualitative research company offering five state-of-the-art focus group suites, quality recruiting, project management, research design consultation, questionnaire development, auditing, data collection and processing and report writing. 12625 HIgh Bluff Dr., Ste. 218 San Diego, CA 92130 858.792.0500 www.CulturatiResearch.com Contact: Marissa Romero-Martin Marissa.Romero@CulturatiResearch.com Culturati is committed to research and consultation that takes a deep dive into the transformation of the Total Market with a specialization in the most influential ethnic segment: the Hispanic population. Our tenured researchers are the backbone of our company, including eight fully bilingual/bicultural Hispanic moderators who are native Spanish speakers and also have extensive experience in General Market research. Essman/Research 100 E. Grand Ave., Ste. 340 Des Moines, IA 50309 515.282.7145 www.essmanresearch.com Contact: Deborah Stearns, PRC d.stearns@essmanresearch.com For 37 years, Essman/Research has provided custom-designed qualitative research services. Our focus group facility offers tiered seating for 16+ observers, A/V digital recording, FocusVision, and instant messaging for moderator and observer communications. We offer inhouse moderators, excellent recruiting and a professional and responsive staff. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 39 QUALITATIVE MARKETING RESEARCH DIRECTORY 2323 West Fifth Ave., Ste. 150 Columbus, OH 43204 614.220.4120 www.crcmr.com Contact: Jenny Schlesinger Jenny@crcmr.com Culturati Research & Consulting QUALITATIVE MARKETING RESEARCH DIRECTORY Fieldwork Inc. Focus Plus, Inc. The Human Collective, Inc. 111 E. Wacker Dr., Ste. 220 Chicago, IL 60601 800 TO FIELD (800.863.4353) www.fieldwork.com Contact: Molly Lammers info@fieldwork.com 462 Seventh Ave., 18th Fl. New York, NY 10018 800.340.8846 www.focusplusny.com Contact: Liz Markham Lmarkham@focusplusny.com 1401 S. Ocean Dr. Fort Lauderdale, FL 33316 954.655.9142 www.thehumancollective.com Contact: Tameka Linnell tameka@thehumancollective.com Fieldwork has been a leader in world-class marketing research services and facilities for over 30 years. We have 16 premier facilities across the U.S., a multi-market project management team that covers the globe, and recruiting capabilities for any type of project in any location. We offer solutions and support for online research, ethnographic research, usability research, convention research and focus groups. New facility in the heart of midtown with state-of-the-art A/V and Internet, large focus and client rooms, adaptable configurations available, 18th floor views. In-house recruiting for all qualitative studies, CLTs, mock juries, usability, etc. with consumers, B2B, C-level, financial, high-tech, medical professionals and patients, IT execs, trendsetters/early adopters, seniors, GLBT, luxury market, voters, ethnic groups. 25+ years in NYC! You can have all the right answers to all the wrong questions if you ignore context. Understanding why people do what they do, make the choices they make, and behave a certain way is the key to unlocking the power of your brand and communications. The Human Collective, Inc. unlocks brand power through a bespoke multi-method approach: traditional, visual and mobile ethnography, social visual analytics, and documentary film. Focus Forward 950 West Valley Rd., Ste. 2700 Wayne, PA 19087 215.367.4000 www.focusfwd.com Contact: Liz Granahan lgranahan@focusfwd.com Nationwide Recruiting - Medical, B2B and Consumer. Recruiting for online boards/Web chats, phone interviews, in-person, ethnos, juries, and more. Transcription: English and translation, notes, fast turnaround, high volume, experts in every accent and topic. Coding: Verbatim coding with dedicated project management at a price that fits your budget. QUALITATIVE MARKETING RESEARCH DIRECTORY Focus Market Research, Inc. Two Meridian Crossings, Ste. 160 Minneapolis, MN 55423 612.869.8181 www.focusmarketresearch.com Contact: Bob Yoerg minneapolis@focusmarketresearch.com Focus Market Research can think through recruiting challenges and define issues and concerns to reach a successful conclusion with you. We are pro-active! We meticulously manage our database to insure high participation standards. Our environment and staff is friendly, hospitable and welcoming. Experience and caring are the tools that make your project a success! Qual/CLTs/Taste Tests/Online with excellent execution of specifications. GMI, a Lightspeed Research Company icanmakeitbetter.com 3 Mountain View Rd., 3rd Fl. Warren, NJ 07059 908.605.4500 www.gmi-mr.com Contact: Kathy Miller kmiller@gmi-mr.com 9600 Escarpment Blvd., Ste. 745-254 Austin, TX 78749 512.498.3830 www.icanmakeitbetter.com Contact: Matt Thurston matt@icanmakeitbetter.com GMI empowers insights around the world and adds value at every stage of the research process. With millions of deeply profiled double opt-in panelists across 40 proprietary panels, real-time respondent sourcing and advanced sample balancing capabilities, GMI, a Lightspeed Research Company, offers a wide range of respondent access in a single, trusted partner. We are a cloud-based insights community platform that centralizes your research and innovation efforts - surveys, OBB discussions, open innovation, and your own panel - all in one place. We’ll get you up and running in one day, not weeks. icanmakeitbetter.com is a powerful tool built by researchers for researchers to streamline the management of your own community. Less labor, more insights, all at the speed of business. Herron Associates, Inc. Corporate Office 710 Executive Park Dr. Greenwood, IN 46143 317.887.8901 www.herron-research.com Contact: Sue McAdams sue@herron-research.com Illuminas Indianapolis and Tampa locations. Emphasis on Recruitment, Qualitative, Quant/hybrid and Taste Tests. Oversized focus suites, large viewable CLT suites and test kitchens. Projects are managed using a team concept giving each project multiple minds with vast experience and creative out-of-box troubleshooting. Experienced National Project Management. Illuminas is a full-service, global consultancy dedicated to helping companies leverage market intelligence. Solutions are customized to enlighten clients’ unique strategies and empower them to make informed decisions, and Illuminas’ team of expert researchers utilize extensive quantitative and qualitative experience to recommend the most appropriate tools for client objectives. 40 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 3801 S Capital of TX Hwy., Ste. 200 Austin, TX 78704 512.652.2714 us.illuminas-global.com Contact: Amelia Carry amelia.carry@illuminas-global.com QUALITATIVE MARKETING RESEARCH DIRECTORY Insight Evolution LLC L&E Research Markette Research Inc. PO Box 708 Windermere, FL 34761 404.551.5007 www.insightevolutionllc.com Contact: Thais Senger thais.senger@insightevolutionllc.com 5505 Creedmoor Rd., Ste. 200 Raleigh, NC 27612 877.344.1574 www.leresearch.com Contact: Renee Wyckoff bidrequest@leresearch.com One Fairchild Sq., Ste. 101 Clifton Park, NY 12065 518.383.1661 www.marketteresearch.com Contact: Dawn Whalen dawn@marketteresearch.com Insight Evolution is a small, personalized market research company with a large global reach. We are a consumer and sensory research company, experienced in qualitative and quantitative research, from early product development through all marketing stages. Industries: Personal products, home care, food and beverage, pharmaceutical, services (hospitality, financial, telecommunication), etc. ENGLISH-PORTUGUESE-SPANISH L&E Research is Impulse Survey Top Rated & GreenBook Health Certified with offices in Raleigh, Tampa, Charlotte and St. Louis. Our clients know that they can expect impeccable service from project planning, through recruiting, and execution. Our professional team of market research consultants provides daily updates, and accurate, on-time recruiting. We have a database of over 100,000 active recruits updated daily. This brand new focus facility opened March 1, 2014 and is centrally located in a suburb of Albany, NY. Composed of 2 focus suites with seating for up to 14 and state-of-the-art video/audio equipment. We also offer a 1000 sq. ft. testing area for large group studies. On-site recruiting and a dedicated staff. In business since 1977. Located minutes off I-87, we are conveniently located between Albany, Schenectady, Troy and Saratoga. Issues and Answers Network, Inc. Lucas Market Research, LLC Matousek & Associates 5151 Bonney Rd. Ste. 100 Virginia Beach, VA 23462-4384 757.456.1100 www.issans.com Contact: Carla Lindemann clindemann@issans.com 4101 Rider Trail N, Ste. 100 Earth City, MO 63045 314.344.0803 www.lucasresearch.net Contact: Suzanne Echelmeyer sechelmeyer@lucasresearch.net 1270 Main St., 3rd Fl. Green Bay, WI 54302 920.436.4647 www.matousekandassociates.com Contact: Stacy McCellan smcclellan@matousekandassociates.com Issues and Answers is a global marketing research company specializing in telephone data collection and all types of quantitative and qualitative research in the U.S. and internationally. We offer: 5 U.S.-based call centers, 400 CATI, focus groups, online, in-person, political polling, 4 on-staff moderators and international research alliance partnerships. Consistently rated by Impulse Surveys as One of the Best Facilities Worldwide and #1 in STL. Family Owned. Service Driven. Client Focused. 1000 sq. ft. multipurpose space is the perfect venue for mock juries, CLTs. Facility-wide remodel includes 3 well-appointed/contemporary suites. Articulate respondents, 98% show rates, competitive pricing, 50+ years experience. Matousek & Associates specializes in providing a variety of research and consulting services across a spectrum of industries, including healthcare, universities, nonprofits, and manufacturing and product firms. We have been providing customized research solutions locally, statewide, and throughout the U.S. for over 30 years. Matousek & Associates also offers recruiting services in the Green Bay and Madison markets! Just Qual+ Just Qual+ conducts qualitative and quantitative studies across the healthcare spectrum of pharmaceuticals and medical devices. Our team is known for being creative and flexible while leveraging technology to make research more efficient and effective. Our expert team specializes in hybrid methodologies, combining various research tools to maximize conversations with healthcare professionals and consumers around the world. Market Inquiry 5825 Creek Rd. Cincinnati, OH 45242 513.794.1088 www.marketinquiry.com Contact: Lee Adams lee@marketinquiry.com The Nashville Research Group, LLC Focus Group Facility, Marketing Research Recruiting Services (from our large current Business-to-Business, Medical, Pharmaceutical and Consumer databases), Home Use Product Testing/ Product Placement, Mock Jury/General Opinion/Political Interviewing, Marketing Research Video Streaming Services. 230 Great Circle Rd., Ste. 226 Nashville, TN 37206 615.399.7727 www.NashvilleResearch.com Contact: John Kilpatrick service@NashvilleResearch.com Since our founding in 1983, The Nashville Research Group has been dedicated to providing excellence in market research. Our facility is consistently rated one of the Top Facilities Worldwide by Impulse Survey. Conveniently located near the heart of Nashville, mention this ad and receive complimentary shuttle service to and from our facility. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 41 QUALITATIVE MARKETING RESEARCH DIRECTORY 245 N Tamiami Trail N., Ste. B Venice, FL 34285 941.882.0204 www.justqual.com Contact: Eric Swatek info@justqual.com QUALITATIVE MARKETING RESEARCH DIRECTORY New England Marketing Research Olson Research Group, Inc. Recruit and Field Inc 200 Connecticut Ave., 4th Fl. Norwalk, CT 06854 203.855.5500 www.NEMR.com Contact: Brian Barton BrianBarton@nemr.com 1020 Stony Hill Rd., Ste. #300 Yardley, PA 19067 267.487.5500 www.olsonresearchgroup.com Contact: Paul Allen pallen@olsonresearchpa.com 54 Sunnyside Blvd., Ste. I Plainview, NY 11803 646.400.5650 www.RecruitandField.com Contact: Josh Dyszel / Kristin Ameruoso josh@recruitandfield.com NEMR is celebrating its 17th consecutive year as one of the top rated Focus Group Facilities in the world. Located in the Stamford/Norwalk area in the heart of Fairfield County, Connecticut with easy access by all the major highways and Metro North from Grand Central Station. Olson Research Group has been supporting the life sciences sector for nearly two decades by providing both qualitative and quantitative market research services and harnessing the latest technological offerings. What drives our deliverables is our proprietary database of HEALTHCARE PROFESSIONALS, PAYERS and PATIENTS from all corners of the healthcare space. Top quality recruitment and project management to clients across the country and internationally. From Focus Groups to Online Communities and Ethnographies to Webex Interviews... we’ve got the individuals you need, delivered exactly how you need them. Our database spans the domestic and our services are available nationwide. Nichols Research, Inc. 44 Montgomery St., Ste. 1550 San Francisco, CA 94104 415.986.0500 www.nicholsresearch.com Contact: Paul Valdez info@nicholsresearch.com The ONLY independent marketing research company specializing in focus group recruiting in the San Francisco Bay Area. Mock juries, usability, video streaming, Tier 1 Internet, WiFi, transcription services, digital audio, consumer, technical, medical recruiting. Five facilities throughout Northern and Central California: San Francisco, San Jose-Sunnyvale/Silicon Valley, Concord, Fremont and Fresno. Observation Baltimore QUALITATIVE MARKETING RESEARCH DIRECTORY 5520 Research Park Dr. Baltimore, MD 21228 410.332.0400 www.observationbaltimore.com Contact: Peter Scanlon peter@obaltimore.com Observation Baltimore is the premier focus group facility in Maryland. The gorgeous facility offers focus group suites as well as precise recruiting of consumers, physicians, health care professionals, and business professionals. Observation Baltimore is conveniently located just 10 minutes from the BWI Airport and AMTRAK, as well as downtown Baltimore. Opinions, LTD. 33 River St. Chagrin Falls, OH 44022 440.893.0300 www.opinionsltd.com Contact: Mark Kikel mark@opinionsltd.com Opinions, LTD offers complete data collection services from coast to coast with 25 strategic locations. Quantitative Services: Mall Intercepts, In-Home Use Tests, Field Management, In-Store Intercepts, Bilingual Interviewing, Central Location Tests and CATI/Telephone Surveys. Qualitative Services: Focus Groups, Ethnographies, IDI’s, and nationwide recruitment. The Opinions LTD team will work hard for you! Q & A Focus Suites 925 Ygnacio Valley Rd. Ste 200 Walnut Creek, CA 94596 800.706.3467 www.QAFocusSuites.com Contact: Tom Mabe focusinfo@qar.com Q & A Focus Suites offers Top-Rated facilities. Two are located in the San Francisco Bay Area. Walnut Creek is in the heart of East Bay suburbia and Novato (Marin County) anchors the North Bay. Our Kansas City facility offers a Midwest option and GREAT barbecue! Luxurious suites. Knowledgeable and attentive staff. Accurate recruiting with responsive participants. It all adds up to a superior qualitative experience. 42 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 Roda Market Research, Inc. 261 Old York Rd., Ste. 404 Jenkintown, PA 19046 215.887.4700 www.rodaresearch.com Contact: Adele Roda aroda@rodaresearch.com Qualitative company specializing in medical marketing research. We encompass the nation and all medical professionals. Call us for a bid. Schwartz Research & Consulting, Inc. 5027 W. Laurel St. Tampa, FL 33607 813.207.0332 www.schwartzresearch.com Contact: Randall Carson randy@schwartzresearch.com A full service marketing research consultancy offering custom qualitative and quantitative services. Housed in our World Class Facility, minutes from Tampa Airport. Our facility boasts 3 focus suites, video streaming, digital/DVD/CD recording and streaming, bi-lingual staff, on-site call center, bilingual in-house moderators. Shifrin-Hayworth, Inc. 26400 Lahser Rd., Ste. 430 Southfield, MI 48033 248.223.0020 www.shifrin-hayworth.com Contact: Arlene Speiser ahayworth@shifrin-hayworth.com Experienced focus group facility. One focus group room (soon two) with large viewing room and client office. Friendly and well trained staff. Highspeed Internet throughout the suite. Interviewing and recruiting of consumers and professionals. FocusVision facility. Our database and professional recruiters allow us to recruit to your specifications. QUALITATIVE MARKETING RESEARCH DIRECTORY Shugoll Research Survey Center Focus Three States Interviewing Service 7475 Wisconsin Ave., Ste. 200 Bethesda, MD 20814 301.656.0310 x601 www.shugollresearch.com Contact: Angela Lorinchak alorinchak@shugollresearch.com 153 W. Ohio, 4th Fl. Chicago, IL 60654 312.321.8100 www.scfllc.com Contact: Susan Stanicek susans@scfllc.com 1270 Dixie Lynn Dr. Southaven, MS 38671 662.349.5588 www.3statesresearchservices.com Contact: Wanda Shelton wwanshel@aol.com Shugoll Research is the premier qualitative research facility in the DC metro area. We are committed to providing our clients the highest quality recruiting, a beautiful high-tech facility with all-digital audio and video recording, and staff who are dedicated to anticipating your needs and going beyond meeting your expectations. Our facilities are located on the Metro line. Ideal for urban and suburban projects. Survey Center Focus, 35 years strong, is located in a modern loft space steps from Michigan Avenue. Our new focus group suites incorporate a sophisticated, warm and welcoming feel for clients and respondents. Experienced and professional project managers and recruiting staff to ensure qualified, engaged and articulate respondents, nationally and internationally. Our expertise covers recruiting for focus groups, mock trials, one on ones, farmers and business studies. We do taste test and product testing. We also do in-store/ on-site assignments. We can do store audits and mystery shops. Smith Research, Inc. 2423 North Racine Ave., Unit 1 Chicago, IL 60614 760.470.1111 www.TapeToType.com Contact: Karen Obert Karen@TapeToType.com 710 Estate Dr. Deerfield, IL 60015 847.948.0440 www.smithresearch.com Contact: Nancy Smith nsmith@smithresearch.com During our more than 45 years of experience in recruiting qualified respondents, we’ve mastered the art. We understand our clients’ objectives as well as the many circumstances that can arise in the course of meeting those objectives. Our staff is adept not only at identifying qualified respondents but also in determining when something is wrong with someone who says all the right things. Three Chicagoland locations. Survey Analytics Survey Analytics is an enterprise grade research platform that provides companies with powerful crosscompatible tools to collect feedback. Survey Analytics can collect and quantify data in real time on a global scale from multiple channels. We specialize in the kind of “listening systems” that are geared toward deployment across all channels including Web, email, mobile, social media, custom panels and communities. Tape to Type is a team of U.S. transcriptionists who specialize in market research. 100% of the transcripts we produce are provided for the qualitative research professional. That is what we do and we do it well - with over 15 years’ experience. We make your project our project and you’ll have your own manager who will work with you to ensure your transcripts are delivered on time according to your specifications. Telepoll Market Research 180 Lesmill Rd. Toronto, ON M3B 2T5 Canada 416.977.0608 x222 www.telepoll.net Contact: Christine Schmakies cschmakies@telepoll.net Telepoll Market Research is a boutique, data collection firm specializing in telephone market research since 1990. Our surveys assist organizations manage product and service offerings, markets, marketing campaigns and consumer perceptions. Telepoll delivers insight by applying proven and proprietary telephone data collection methods, crafted over 20 years in the trenches. 13160 Mindanao Way, Ste. 100 Marina del Rey, CA 90292 310.306.6866 www.trotta.net Contact: Diane Trotta marina@trotta.net Top rated, convenient and spacious. Experienced with fresh ideas. We deliver what you need. Come to Marina del Rey (10 minutes from LAX) or Irvine (45 minutes south of LAX in Orange County), CA. We can provide diverse populations from trendy Santa Monica to Beverly Hills and Beach Cities and inner city ethnic populations. We’re sticklers for quality control and field management. FocusVision. First Choice Facilities. Unimrkt Research Private Limited Building #556, Phase 5 Udyog Vihar Gurgaon, Haryana 122016 India 91.124.424.5210 www.unimrkt.com Contact: Kanishk Sheel kanishk.sheel@unimrkt.com Unimrkt Research is a global data collection and market research outsourcing firm with an effective backend office in India for your worldwide operations and assurance on data quality, security and confidentiality. A global data collection operation consisting of both CATI and online capabilities, specializing in business and consumer research, supported by our extensive CATI facility in New Delhi, India office. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 43 QUALITATIVE MARKETING RESEARCH DIRECTORY 823 Delta Ave., Ste. F Cincinnati, OH 45226 513.801.5356 www.surveyanalytics.com Contact: Gina Yeagley gina.yeagley@surveyanalytics.com Tape To Type Trotta Associates QUALITATIVE MARKETING RESEARCH DIRECTORY Various Views Research, Inc. Vital Findings 11353 Reed Hartman Hwy., Ste. 101 Cincinnati, OH 45241 513.489.9000 www.VariousViews.com Contact: Kevin Vaselakes kvaselakes@variousviews.com 10557 Jefferson Blvd, Ste. E Culver City, CA 90232 310.279.5510 vitalfindings.com Contact: Jason Kramer info@vitalfindings.com Full service data collection company providing marketing research services from our headquarters on the north side of Cincinnati. Methodologies: Recruiting/ facilitation of focus groups, IDIs, CLTs, HUTs, ethnography studies, panels, intercept interviewing, and quantitative customer satisfaction/tracking studies via telephone. Ad hoc: Consultation/study design, project management, screener/ questionnaire design, moderating, videostreaming. At Vital Findings, we believe that good, innovative market research should be judged by the actual impact it has on product development, marketing, and business strategy. Our mission is to elevate the market research profession beyond just delivering reports and PowerPoint bullets, using the tools of design, marketing science, and innovative research consulting to allow researchers to actually enable business action. Wilkins Research Services, LLC (WRS) 1730 Gunbarrel Rd. Chattanooga, TN 37421 423.894.9478 www.wilkinsresearch.net Contact: Lisa Wilkins lisa.wilkins@wilkinsresearch.net As a market research company that has been in the business since 1971, we understand the need of gathering opinions for companies that desire a true connection with their customers. We offer a wide range of services including: Focus Groups, Telephone Surveys, On-Line Surveys, Recruiting Services, On-site & one-on-one surveys, and a host of other services. QUALITATIVE MARKETING RESEARCH DIRECTORY You don’t reach a quarter century without some help from your friends. Thank you very much for your business! Visit our website for your birthday gift. 1-800-363-4229 www.opinionsearch.com years of data collection excellence 44 MRA’S ALERT! 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MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 45 46 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 QUALITATIVE RESEARCH IN ACTION: THE POWER OF CONNECTION, DISCOVERY AND CONTEXT By Susan Gillespie I ’ve been fortunate to work at companies of all different sizes. I’ve been part of a 20-person staff, hired as employee number 104 at a growing company, and worked at mid-size and global corporations. Today, I own a business celebrating its third anniversary in June. I’m also the founder of a less than one-year old startup, which is proving to be my most thrilling role yet. Businesses face common challenges, regardless of size. One of the most critical is understanding the market and customer. Without this knowledge, it’s difficult – perhaps impossible – to achieve key business goals, such as growing market share, increasing revenue, positioning a brand or product, or improving customer satisfaction. Another important challenge is listening, evaluating and acting on feedback from customers and prospects. This is always a hot topic, but today’s technology innovations have led to ever greater volumes of customer data and amplified the opportunity to harness its power. Fortunately, market research offers a proven way to help businesses of all sizes address these challenges, with qualitative research playing a key role. From a market researcher’s perspective, I’ve often spoken with clients, business owners or internal customers who associate most forms of research with big companies and big budgets. I routinely try to emphasize that this doesn’t have to be the case – and that qualitative research, in particular, can be conducted and leveraged successfully with even modest budgets. Over the years, I’ve seen firsthand how a variety of qualitative approaches have informed new product development, led to service enhancements, improved customer satisfaction and served as the basis for truly insightful discoveries. Furthermore, qualitative research results can be used to tell compelling customer stories, inspire employees and business leaders, and help research stakeholders gain a better understanding of the unique perspectives and experiences of their customers and prospects. Informing and Influencing: Qualitative Research in Action From focus groups to triads, there are varied and distinct examples of how qualitative research is skillfully conducted and applied to support key business needs. The following studies stand out as Qualitative research results can be used to tell compelling customer stories, inspire employees and business leaders, and help research stakeholders gain a better understanding of the unique perspectives and experiences of their customers and prospects. memorable examples of effective qualitative research, thanks to a combination of clear research goals, skilled moderators and insightful findings. In each example, smaller, entrepreneurial organizations used qualitative research to inform their organizations and influence development of their products and services. In these studies, qualitative research was used to: • Evaluate and improve program results, secure funding, and shape marketing and community outreach messages that resonated with key audiences; • Uncover consumer attitudes, beliefs and perceptions, leading to better opportunities to engage with customers who used an existing service; and • Inform development of a new product concept, where a small product team needed to think like a startup and quickly learn about a new market and potential customers. Each of these qualitative research studies generated results that directly impacted the success of the program, service or product, and uncovered insights that wouldn’t have been possible by using quantitative data alone. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 47 To accomplish this, we conducted triad interviews at a research facility. The first interviews generated fairly predictable results: consumers voiced concerns about changing to a new and unknown service, perceived issues about quality and consistency, and concerns about service timeliness and not feeling confident about outcomes. At one point in the discussion, the moderator tried a new tactic. He asked participants to sketch their understanding of the service process. Over several sessions, we learned that study participants had similar understandings of the service mechanics, but not about the people who supported the process. In fact, in some drawings, there were no people. The takeaway was that a service designed to provide a high quality and individualized output was being perceived as a warehouse-like event. While this particular study generated useful feedback, customer commentary and insight into potential service enhancements, the customer sketches were among the study’s most visible and memorable outputs. They contributed to a better organizational understanding of customers’ beliefs and perceptions, and they generated insight into how service and communication I don’t recall the specific numbers associated with the study results, but I Quantitative research is useful for measuring still remember some of the comments and experiences shared by participants. In this program results and customer satisfaction, case, qualitative research was successfully but it can be challenging to bring data and numbers to life in a way that fully informs and used to help evaluate the program, inform the organization about its long-term engages an audience. Qualitative research effectiveness and create reporting and can help bridge this gap. messaging that the program was helping Early in my career, I worked at an entrepreneurial non-profit. My role at the time participants and having an impact on their well-being. The participants’ voices didn’t directly include market research, but and experiences contributed to a greater because we were a small organization of 20 understanding and more compelling human or so employees, I had valuable exposure to connection than quantitative data alone market research studies. could have achieved. As a non-profit, we needed to show we could achieve compelling results through Triads: The Power of Discovery the use of public and private donor funds. It’s a challenge for growing companies Programs and events were routinely to understand and manage customer evaluated, with results quantified through expectations, especially when products, attendance numbers, surveys and other services and technologies are rapidly measures. The results provided important evolving. data for reporting and assessing program In a qualitative research study for a effectiveness. growing consumer service, the goal was to For one program, the organization studied gain feedback from current and prospective a young, at-risk population using a traditional customers on their reasons for using or not focus group format. The small-scale study using the service. Specifically, we wanted yielded feedback on the program’s usefulness to uncover why consumers were hesitant and participant rating, but more than that, to try the service and learn more about it contributed to a greater awareness of a how communications, incentives or other population that was often marginalized. variables could change their thinking. Focus Groups: The Power of Connection Telephone sampling, IVR and related services. 591 5475 342610693 41 121 341 2415 9706 6424 32154 1274 7411923 00107 97 It’s a vast market out there, but we can help you get to know it better. Putting your finger on the human pulse. Any numbers. Any time. 762 916 We get what you need. 888-323-3651 www.surveysampler.com 48 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 enhancements could deliver a more personalized experience. On-site Interviews: The Power of Context Qualitative research is often conducted in professional focus group facilities. This approach has many benefits, from providing a safe and central setting to allowing stakeholders to observe behind one-way glass, but it can be equally beneficial to talk with study respondents in their own environments. I once worked with a small product team to explore a new concept. The general idea was to offer a new online product that would be faster and more accurate than an existing manual system. The product presented a new business opportunity, timing was urgent and there were no dedicated project funds for the research. Together, the product team and I needed to think like a startup, maximizing time and limited resources to quickly learn more about the market and potential customers. We decided to use a qualitative research approach based on in-person interviews at participants’ work locations. This would help us learn more about how the current process worked, gather feedback on potential interest and adoption of the new product, and observe current conditions that could influence the effort. The results were eye-opening and led to important conclusions. Participants were generally open to the product concept as a way to streamline workflows. Their existing systems were disjointed, inefficient and differed by location, as we saw with our own eyes. The work environments varied greatly, from large, modern office complexes with newer technologies, to smaller standalone office locations with older computers and fax machines. To successfully convince participants to adopt the product, we learned it would be more important to position it as a way to improve quality versus emphasizing an improved technology. We also learned that participants were more interested in a product that was built around common user needs and could better connect and inform users, as opposed to a product that was built to streamline a process and move it onto a screen. In the end, we concluded that participants were interested in the product concept; they could readily understand its use and benefits and, in their view, the product technology took a backseat to its ability to improve quality. The qualitative research met each of the product team’s goals, while providing a better understanding of how to develop and potentially market the product. How Small Organizations Can Get Started with Qualitative Research The reality for many startups and small businesses is that budgets are extremely tight. As market researchers, many of us need to stretch our budget dollars to ensure we’re getting the most insights for our money, but small organizations in particular may have limited funds or no budget at all for market research. In this case, it’s important to remember that in-depth knowledge of the market and customer is critical to success. Insightful research can be used to grow a business, develop products and improve services. It’s even more expensive to spend time and money building a business without being fully informed up-front. Smaller organizations can start or build their market research initiatives by: • Making connections. Many startups and small businesses are so engrossed in the daily race to stay afloat that they don’t have time to meet or develop connections with market researchers. Granted, not all market research agencies work with small clients, but those who do can form good business relationships early on that can benefit both parties as they grow. • Defining objectives. Before beginning any type of market research, it’s critical that businesses define their overarching goals and objectives. Who’s the audience? What’s most important to learn? How will findings be applied? For Bottom Line: Good for Business Qualitative research is a practical and valuable tool that can be used to inform and enlighten business of all sizes. It can provide timely, useful and relevant feedback directly from customers. It can help business owners and entrepreneurs get a better glimpse into customer mindsets and attitudes, along with insights into changing them. Finally, it can foster greater market and customer understanding by creating memorable contexts and connections between businesses and their key audiences. Customer feedback comes in many forms. Qualitative research shouldn’t be reserved only for big organizations with big budgets. It can take many forms to accommodate various research objectives, timelines, budgets and business types. small businesses, this is a useful exercise in defining and setting goals, even if the research isn’t immediately initiated. • Considering methods. Many entrepreneurs and business owners have the perception that any type of market research is too expensive. In fact, newer technologies, such as online communities, panels and virtual meeting tools, can reduce costs. Market research firms who specialize in these approaches and can advise on options. • Getting started. We often hear about the challenges and opportunities inherent in dealing with big data, but many small businesses or startups may have no data. No customer, performance or satisfaction data. Businesses can get started by figuring out what they most need to know, then take steps to learn. Even simple first steps can lead to greater awareness and insight. Qualitative research can benefit small businesses because it is not reliant on existing data, can offer an entry to further research and doesn’t have to be expensive. It makes good business sense for entrepreneurs and business owners to develop knowledgeable market research collaborators. And market research firms – know that small businesses will value your support early on and may become repeat customers as they grow. For small businesses and startups, qualitative research provides the ability to hear directly from current and potential consumers. It can inform new business ideas, support product development and form the basis for further research or quantitative studies. Research results can be leveraged – as customer commentary or quotes in marketing materials, for stakeholder presentations, in white papers or other communication formats – to educate, engage and inspire. Many times, the most memorable studies also turn out to be the most insightful. Susan Gillespie is a business owner, entrepreneur and market researcher. She’s principal of Jourdan Group and founder of VelaView. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 49 INCREASING CLIENT ENGAGEMENT IN ONLINE INTERVIEWS By Kim Cason 50 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 In the area of qualitative research, advancements in online video technology have dramatically changed the landscape of possibilities for data collection. These advancements allow for multiple efficiencies and conveniences, but aren’t without their own unique challenges. One particularly difficult obstacle is capturing the undivided attention of your viewing audience. N ot too long ago, moderators had little choice but to board a flight, along with the entire client team, to view in-person interviews across the nation or globe. Early adopters of video conferencing products experienced technology hang-ups that may, at times, have distracted from the research goals or even derailed interviews entirely. Today, there are several reliable options on the market that will allow a researcher to conduct online video interviewing without experiencing the barriers of the past. Not only does this lower costs and expedite “travel” between cities, but it also allows for more intimacy with the respondents, who can participate in research from the comfort of their own homes, which often yields deeper and more meaningful insights. Moderators have been excited about this methodology for years in the hopes of a future with less travel. And the proliferation of video conferencing in our personal lives has made most respondents receptive to online interviews. However, what we are experiencing now is an adoption curve on the client side. Clients are accustomed to leaving all the responsibilities and distractions of their personal lives while traveling to attend traditional research, and sometime have trouble fully immersing themselves in online research sessions they’re viewing from the office or at home. While we’re accustomed to traditional focus group facilities’ logistics, we are still learning how to manage the project when all of the research is conducted virtually. As good researchers, we get the job done: The respondents have the proper equipment, we test their video connections, we get them online at the scheduled time, and we plan how to show the stimulus. The stage is set, but the seats in the audience – those people viewing from the “back room” – are often vacant. This coordination was inherent in the old process. Research dates and locations were set, flights were booked, and seats were filled with a captive audience from the day the interviews started until the very last session wrapped. Now, we are faced with a new challenge: How to increase client engagement during the interview sessions to ensure that stakeholders understand the complete range of feedback we’re collecting. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 51 At the American Cancer Society, we do a large proportion of our qualitative research online. This presents some new and unique challenges to keeping the business owners engaged. The days bonding behind the glass and over dinner in an exciting new city are over. As a team, we have had to get creative. Along the way, we have learned tips and tricks. 1.Communicate that participation from the client-side is a necessary vehicle for understanding. What is worse than a client that didn’t attend the research at all? A client that only attends one or two interviews, no debriefs, and gets a limited or distorted view of the feedback as a result. You’ll want to ensure that your client team is aware of the importance of viewing most, if not all interviews. • The best way to get full team participation is to get the person in the lead stakeholder position to commit to all research sessions; not just your marketing research partner within the organization, but also their internal partner on the topic at-hand. • An invite to a 10-hour day is more overwhelming when you’re in your home city. ∙∙ Get people to commit to the research by getting the interview sessions on calendars as early as possible, before calendars book up with other meeting requests and personal obligations. ∙∙ It also helps to send interview time slots as individual meeting invitations. Add the label of the respondent target to the “subject” line so that people can accept the sessions of most relevance to their area of interest. ∙∙ Attach all relevant study documents to each invitation to ensure the viewers have all log-in credentials, the discussion guide, and respondent profiles at their fingertips, as well as a phone number where they can reach technical support during the sessions if they have any trouble getting online. 2.Keep the conversations going both in front of and behind the “glass.” One of the things that great research partners all have in common is that they keep the client team engaged throughout the sessions with a well-balanced blend of valueadd insights as they go and entertaining party tricks. • Ensure there is a productive private client chat during the session. This not only maintains accountability for remote attendance, but it also keeps viewers engaged. ∙∙ Start the conversation by sending out the respondent profile during the introductions. ∙∙ Keep the conversation active by pointing out when you hear trends and when the respondents are expressing a viewpoint on key objectives. ∙∙ Call out “quotable” quotes. • Some of the most discerning comments are made in the moments between interviews, so don’t lose those opportunities. Include time for quick 15-minute telephone debriefs between sessions and a 30-minute comprehensive wrap-up debrief. • If it’s appropriate for the culture of your organization, try gamifying the viewing sessions after you’ve hit your stride on capturing the insights. Games related to the research at-hand keep viewers engaged in the live conversation, lighten the mood, and help build relationships between the research partner and client teams. Just be certain that the game you choose doesn’t disrupt the data collection in any way. 3.Be a great host. It’s human nature to multi-task and there are a lot of distractions at home. Provide options to lure clients out of their homes and into group viewing sessions to ensure that you have their attention. • Host the remote viewing sessions in a fun location (e.g., a place that hosts sporting events, or a coffee shop with a private viewing or party room you can reserve). ∙∙ You’ll want to take extra precautions about the security of the Wi-Fi connection and ability to prevent other patrons from seeing or hearing your interviews. ∙∙ If this isn’t feasible, try to find another common location for clients to view the research together – corporate conference rooms work well for this purpose. If the sponsoring company doesn’t allow after-hours use of the conference center, check with local hotels. • Plan to have a basket of treats available on-location to get everyone through the long days. • And never forget how powerful a free meal can be for drawing attendees. Be sure to clearly message this out to viewers and schedule time for this break. 4.The details matter, no matter where the interviews are taking place. Interest will wane quickly if the video doesn’t perform optimally. ∙∙ Technology needs to be tested prior to each interview. ∙∙ A technology support person should be online during all live sessions. ∙∙ Be sure your stimulus is formatted to the smallest size possible without degrading its quality for the purpose of 52 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 the sessions. A large HD video file, for example, may leave you with buffering issues. ∙∙ Don’t forget to test the technology using your stimulus – nothing shuts down an interview faster than the respondent not being able to see the concept they are there to evaluate. ∙∙ Ensure the video interviewing product you are using is not only secured, but also has a dedicated “back room” area where clients can freely comment on the research without interfering with the interview. Overall, the most important thing to remember is not to forget your roots. Most typical logistics and terms of engagement still apply, and the more organized you are, the better chance you’ll have at hosting research people will want to attend. Kim Cason is a senior marketing research consultant at the American Cancer Society. Kim received her undergraduate degree from Saint Louis University in 2000 and MMR from Southern Illinois University in 2005. She has worked on both the vendor and client-side of marketing research. At the American Cancer Society (ACS), Kim analyzes data and acts as a conduit for action on master brand awareness, attitudes, perceptions, and messaging development, as well as the Society’s nationwide VOC programs. Increasing Client Engagement in Online Interviews Tips and Tricks 1.Communicate that participation from the client-side is a necessary vehicle for understanding. Enlist the help of a client-side partner and their key stakeholder to get on the team’s calendar. 2.Keep the conversations going both in front of and behind the “glass.” This increases insight, engagement, and accountability. 3.Be a great host. Make your clients want to attend the live sessions. 4.The details matter, no matter where the interviews are taking place. Test and re-test to ensure both client and respondent experiences are flawless. Got the Call Center Blues? So you opened a call center thinking you’ll have control of your projects and profits. Now that online surveys are more mainstream, you wish you could close the center but still retain control. And, since you told your clients it’s better to have your own in-house call center you feel awkward about back-pedaling. OAC can help you through the transition. We’ve been in the call center business since 1997, we are the experts so we can assure you that outsourcing is now the best option. Working through our call centers here and offshore will allow you to put the focus back on your core business and your bottom line. With OAC you’ll retain control with a dedicated Project Supervisor who will become an expert on your projects. You’ll be able to monitor interviews live and/or through recordings. Our real time 24/7 Dashboard allows you to be hands on. And, as always, we guarantee the quality of our data. Let OAC be your call center, we’ll turn your blues to green. We’re OAC — Opinion Access Corp. — Diverse Data Collection Options for our Culturally Diverse Society. Benefits: Profitable - no worry about overhead Control - dedicated Project Supervisor Quality - live 24/7 monitoring Cultural Expertise: Domestic and Offshore Owned Centers Bilingual English/Spanish Experts Multi-language Capabilities Multi-cultural Capabilities Other Areas of Expertise: Political Projects Tracking Projects Multi-Mode Surveys Data Processing Long Island City, New York 11101 • Phone 718.729.2622 (2OAC) or toll free 888.489.DATA www.opinionaccess.com MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 53 INCREASING INTIMACY THROUGH RAPPORT By Will Pirkey 54 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 M uch like our personal relationships, our connection with respondents can be improved by increasing intimacy. Intimacy produces greater trust, understanding, and knowledge of another person’s experiences, perceptions and perspectives. It’s what allows us to truly get to know another person or group of people, which is the whole point of research. If we are going to build intimacy, an increasingly important part of marketing research even in a Big Data world,1 we have to build rapport with the people we are asking to take part in our research projects. Recently, large companies such as General Mills2 and Intel3 have expressed their commitment to building more intimate relationships and achieving a better understanding of consumers’ stories as essential aspects of their research approach. Additionally, a recent study on the desires of CMOs cites the crucial need to build and maintain intimacy with customers.4 as a commodity for which we can get the lowest price per complete. In turn, we have many respondents who are only engaged via the incentive they get for completing a survey. This can result in bad data (e.g., straight-lining, bad open ends) and does little to create intimacy. Overall, is this the best way to engage and build relationships with respondents? Can we find intimacy in a purely commoditized relationship? While incentives will always be a part of the deal with respondents, can we deepen our relationship by creating more of a community feel and reciprocity that goes beyond dollars, cents, and panel points? Coming from a background in cultural anthropology, the impersonal relationships plaguing online market research are definitely a puzzling experience. As an anthropologist, the backbone to any research started and finished with building strong relationships with the people participating, or better yet, collaborating in my research. On the first day of grad school, developing This title might sound like a relationship self-help article. In a way it is, but instead of romance and friendships, it is about your relationship with your respondents. With intimacy becoming the new buzzword in the industry, it is important to step back and think about not only the opportunities we have to promote closer relationships, but also the barriers posed by past and current practices. That is the thing with buzzwords – they sound great as ideas, but too often reality impedes turning those ideas into action. If we are to achieve greater intimacy in our research and with our consumers, then we need to start by thinking about what changes and new innovations are necessary. One of the first things I noticed when I started working in the field of online market research is the lack of a relationship with our respondents. We bid with sample vendors to supply respondents. They are sent through an exercise once and usually never engaged again. We take no time to get to know them. Even if we wanted to build more long-term relationships with respondents, the high turnover rate on most panels makes that difficult. Not to mention, we also treat people 1 http://www.imoderate.com/how-to-createconsumer-intimacy-in-a-big-data-world 2 http://www.warc.com/LatestNews/News/ General_Mills_seeks_consumer_intimacy. news?ID=32423 3 http://www.nytimes.com/2014/02/16/ technology/intels-sharp-eyed-social-scientist.html 4 http://www-935.ibm.com/services/us/cmo/ cmostudy2011/downloads.htm rapport was stressed as one of the most important aspects of successful, quality research. And by rapport I mean building a close relationship through developing trust, communication and emotional connections. I found that once people realize you are truly interested in learning about their experiences, opinions, and lives, they open up and begin to share on a much deeper level. While monetary incentives were used, they were not the basis of the relationship that developed. I realize that online market research and ethnographic fieldwork are two very different animals, but if our industry wants to move to more intimate relationships with consumers in research, we can learn a lot from ethnography to do it. When conducting fieldwork, I created personal connections. I thought of these people more like friends and family than research subjects (and I think they felt similarly towards me). This type of relationship allowed me to learn about the lives of people in, my case, Belize, but also for them to learn about my life back home and my experience living in their community. It was a two-way street where the exchange of knowledge went in both directions. This might be a larger point for another time, but through building greater rapport and more long-term research collaborations (as I think is best to think about the research process), the act of conducting research can be an important touch point. With properly-laid groundwork, people begin to feel some sort of belonging and thus intimacy is created beyond the research process. It just may be the case that conducting more thoughtful research can lead to stronger relationships between brand and consumer as people feel more connected to the companies with which they truly engage. Now for the difficult part. How do we actualize more intimate research in an environment that currently is structured to promote the opposite? Is it possible to develop true rapport in an online environment? What would it look like? How do we make respondents feel more like collaborators? Are there new ways to keep participants engaged (and engaged for longer periods of time), and increase the ease of re-contacting them? As an industry, the answers to these questions will be crucial for developing deeper, long-lasting relationships. While changes in how we sample need to be made by research and panel companies if we are going to move to greater intimacy, we can also think of designing new research projects that aim to engage participants in a more collaborative relationship. This will ultimately involve conducting more qualitative research, since it is the approach best suited to develop rapport. We should also ask how trackers would look if we qualitatively gauged changing perceptions/ attitudes with the same set of participants over a whole year. How could the R&D phase improve if we had future consumers collaborating in the entire process? Can we work together with research participants in the creation of concepts instead of showing them a set of previously developed options? Can we find new ways to connect on a more emotional level? If we want to cultivate greater intimacy with our research participants and consumers, we have to think of new and innovative ways to create more human relationships with them. This is essentially what rapport is all about – connecting on a personal level with someone in order to deepen relationships and develop mutual respect and understanding. In my mind, you can’t separate intimacy and rapport; they’re two sides of the same coin. If greater intimacy is the goal, then rapport is the path to that goal. Will Pirkey is the sample manager at iModerate, touching almost all aspects of the firm’s various research projects. He came to market research with a background in cultural anthropology where he developed an intense curiosity about how people understand, perceive, and live in their worlds. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 55 Storytelling for Market Researchers By Duncan Stuart A solution to the increasing volume and complexity of research reporting is to increase our storytelling skills. Here are 10 useful guidelines. 56 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 S torytelling has recently become a hot topic in business circles. One reason for this is the sheer explosion of the amount of information that must be processed by organizations and communicated to their various stakeholders. So how should business people communicate all this information? Market researchers, before the age of the PC and projector, used to communicate by only two means. One was to physically get up, shuffle papers and present a lecture to the client. The second was to present a written report. We were famous for them, and market research firms are still criticized for delivering doorstopper reports that end up in the bottom drawer of the client’s desk. It was like this from the early decades of the 20th-century when pioneer Charles Parlin would submit reports hundreds of pages long, right through to the 1980s, when computers and PowerPoint began to change the way we told our stories to clients. At first, the use of visuals and PowerPoint was an exciting new thing for market researchers. The medium suited our use of statistical charts, though most senior professionals will remember the heady days when assistants would come charging into their office saying “look at this” and show how they’d used clipart to help deliver the visual metaphor to whatever was going on inside the data. Fortunately, the fad of adding whoosh sound effects passed quickly. But did it lead to better storytelling? Not really. Over time, market research slide decks turned into gargantuan productions showing slide after slide of pies and bars, commoditizing a lot of market research. Senior researchers may deny this, but many of their staff gauge a day’s success by the number of slides they have produced. Presentations are described and measured by being a deck and 60 or being a major 120+ kind of presentation. Whole MR organizations are structured around the production and delivery of these slide decks. This is a tragedy. Technology has led us to focus more on presenting greater volumes of supporting statistical evidence rather than the quality of insight delivered. With the amount of data increasing exponentially, the problem is only getting worse. Volume is not the only issue. The typical insights we deliver in 2014 are surely deeper and more complex than the insights delivered 20 or 30 years ago. I remember joining a very good market research firm in the 1990s and discovering in the bowels of the filing room a set of 1970s political polling reports. The charts were rudimentary and hand drawn. The reports were basic, without segmentation work, or any kind My uncle told me the story to impart two lessons. First he wanted to show me that even with billion-dollar decisions such as hydro projects (the Venezuelan project is one of the 10 biggest in the world), one can get too bogged down in decimal points. To paraphrase those hundreds of pages of expertise, the choice between Location A and Location B was about 50-50. In the end, the experts should have had the courage to put it in those simple terms. The second point was that the report was too big and too technical for the audience. Hugo Chavez was no fool, but neither was he a qualified engineer. As he said, all he wanted was to make a decision. Market researchers think long and hard about the engagement level of respondents to the surveys we conduct. We are fully aware in questionnaire construction that we must keep things simple, brief, easily understood and engaging. At the same time many of us fail to think of our reporting these same terms. Why do we need --------------------- along to show page after page of pie charts? What is the benefit of making a deck 90 slides Stories act as a long? What processes do we implement to boil down all our information into one easily kind of cognitive understood story that passes the Hugo coathanger on Chavez test? which we can drape Here is where storytelling technique becomes a useful tool in the armory of emotions, characters the professional market researcher. Many as well as the sense organizations instill presentation skills of actions and by giving younger researchers practice internally and then in front of clients in the consequences that process of sharing decks of PowerPoint are the hallmark of slides, but this training process only human dramas. covers half the story. We get very good at presenting, but the stories we present are --------------------- underdeveloped or dull and overcomplicated. Yet stories are an elegant solution to the problem of too much information. Humans My own uncle first alerted me to this are wired to process stories and understand problem back in the 1990s when he was them. Stories act as a kind of cognitive an engineer in charge of major hydro coathanger on which we can drape projects worldwide. Montreal-based Uncle emotions, characters as well as the sense Rod told me a true story about how he had of actions and consequences that are the received an urgent phone call from Hugo hallmark of human dramas. Chavez, then-leader of Venezuela. The Even a 4-year-old can hear the story of President wanted help to decipher a huge Little Red Riding Hood and gasp in the report about where to build a major hydro knowledge that Grandma’s house is now dam. The report had been put together by acknowledged experts in hydro construction occupied by a wolf. In doing so, that 4-yearold is handling irony, and processing a moral and civil engineering. They considered the universe that is in fact quite complicated. financial, engineering, geo-technical and social costs attached to each option. In short, I doubt if a deck of 30 PowerPoint slides showing pie charts (and various KPIs) of the report , which was hundreds of pages right and wrong could impart the same long, set out the up-and-downsides of two competing locations. My uncle explained to level of wisdom. Aesop’s fables are another example of simple stories being able to the President that the authors of the report impart rich life lessons. had practically written the book on these And get this. A pre-schooler may not kinds of complex decisions. “That’s the problem!” exclaimed Chavez, “They wrote a have the mathematical skills to interpret statistical charts, but even at the age of book. All I want is the answer!” of underlying driver analysis. There was nothing except simple descriptive statistics. Today, statistical analysis may be quite advanced and require some explanation in order for the clients to understand how we have reached our conclusions. Researchers may also be dealing with several streams of data, including sales data, consumer survey data, and verbatim feedback collected by the client’s own call center. These various rivers of information may be compiled into one particularly rich report that goes beyond descriptive statistics and into the world of strategic thinking or what-if modelling. At this point, our reports may get bogged down not just in sheer volume, but complexity as well. The solution to this growing problem is surely not “the same, but more of it.” We require a step-change in our reporting style, and I’m not alone in arguing that we need to shift from evidence-based reporting toward a storytelling emphasis. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 57 five they have the intellectual horsepower to comprehend the complexities and film grammar of a two-hour movie. The storytelling techniques of moviemaking should in fact package up the rich and complicated story that comes out of our market research work. So what are the basics of filmmaking? What storytelling techniques do script writers, directors and film editors use to keep us engaged for 15 gripping weeks of a TV series such as Breaking Bad? My own career as it turns out was blessed by the fact that I spent eight years in TV drama scripting. I was a script editor and writer for a host of shows predominantly soaps and cop dramas. This early career was entertaining and made for great dinner party conversations, though to be honest by the time I quit television in my early 30s I felt as if the experience had taken me down a professional cul-de-sac. Not so, as it turned out. Over those eight years I was immersed in the world of storytelling and never realized what a universal skill-set this turned out to be – at least not until recently. So here’s my list of 10 techniques that are useful for market research storytelling. 1. Include some back story. Before you launch into the main thrust of the report, recapture why the research was conducted in the first place. In a recent report for a bank, I recounted how during the observational research project we had witnessed a customer who attempted to open an account, but failed in their quest. It was a minor drama compared to the bigger questions we were going to explore in the report, but the incident illustrated how even small and incidental details contributed to a failure by the bank. For the sake of two minutes the bank forfeited the lifetime value of their customer. So I framed the report in terms of this incident. My subtitle for the report was: The two minutes that cost $50,000. That little back story framed the rest of the discussion: it set the theme. 2. Develop good characters. Whether qualitative or quantitative, professional research standards require keeping respondents anonymous. For the sake of privacy this anonymity is a good thing, but it makes for lousy storytelling. This is why I love verbatim questions in my questionnaires. Without naming names, I can refer to the lady who complained about the coffee. Without divulging identifying details, I can refer to the grumpy old guy who just wouldn’t be pleased. In script writing, good characterization does not come out of demographic descriptions, it comes out of the decision-making by these characters. The Denzel Washington character in the train movie Unstoppable can be described demographically, but what makes him interesting and trustworthy are the decisions he makes along the way. The same in our data: Here is the lady who is prepared to pay a premium price! Over there, the customer who yearns for the old-style products. By introducing a few of these characters into our narrative we can explain later results quite simply. Instead of pointing to slide after slide of NPS scores, we may simply conclude that the new strategy got the thumbs down from Mr Grumpy. Everybody in the room gets it. 3. Find suitable metaphors. Sometimes very complicated things can be explained simply with a good illustration. When asked to explain a factor analysis, I ask the audience to picture a new kitchen device called the unblender. Where a blender turns diverse ingredients into gray statistical soup, an un-blender starts off with gray soup and after 30 seconds reveals the underlying ingredients: the factors that made up the soup. So far, my layman’s explanation of factor analysis has received warm reviews from all my clients including, uh oh, two Ph.D.s in statistics. Far better the metaphor that gives the gist than the full technical explanation. 4. Structuring a story very carefully. One of the biggest challenges in film writing is to find a structure that produces a compelling tale. I quite like movies where two or three different strands either click together or collide just before the end of the movie. When you have 45 minutes to convey the rich discovery and the insights of a research project, you have the same time available to you as that available to the writers of an episode of CSI or Law & Order. In other words, you have room to introduce a couple of twists and turns as you piece together the blood stains, fingerprints and ballistic details required to reach a conclusion. Clients don’t mind if in the course of that presentation you show them a little bit about your forensic techniques. Your audience doesn’t mind seeing some of the story behind the main story. When we put together cop shows, the question of whodunit was always less interesting than the question of how to the cops find the guilty party. Market research follows the same narrative arc. 5. Involve the audience. The audience of the drama can at any one moment be either up with the play, ahead of the play 58 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 or behind the action. A skilled storyteller varies the pace so that sometimes the audience knows what is coming around the bend before our main character does. “Don’t go down the alley,” we yell at the hero. “There’s a bad guy waiting for you with a gun!” We love those moments, in moderation. If we get ahead of the protagonist too often, however, we begin to wonder why we are bothering to watch such a klutz. On the flip side, sometimes the hero does things and we don’t understand what he or she is up to. All will be revealed later! In TV storylining we refer to these as mysterioso moments. A few add spice to the drama and they allow the audience to revel in the intelligence of the protagonist. At other times within the movie, we are simply up with the play, neither ahead of it or behind the protagonist. Alfred Hitchcock was a master of control when it came to these three audience statuses. Within a heartbeat he could take us from being ahead of the action to being 12 steps behind. Just when we think we’ve figured everything out, we realize we are embroiled in something much bigger and more complicated! I’m not suggesting that market researchers go for that effect too often, but there is a lot to be said for having a kind of rhythm between the lean back and listen elements of the presentation and the lean forward moments in which the audience is challenged. Rhetorical questions, for example, signify a change in audience status. 6. Remind the audience of what’s at stake. Don’t forget we are in the business of providing the information required for our clients to make important and sometimes very expensive decisions. If we work in FMCG (fastmoving consumer goods), then perhaps we need to remind the client that, in this business, 80 percent of new product launches fail on average every year. One reason I used the story of the lost bank customer was that I wanted to reinforce that our modest project was not about measuring customer resources at the bank, but about mitigating risk of failure. I wanted that top of mind, so that even during the prosaic bar charts that I had to present, these were contextualized by what was at stake. 7. Seek storytelling variety. When I worked on a cop show in Australia, we used to crank out two episodes every single week. As a group of storyliners, we recognized that cops only do a certain number of things. They examine In a recent report for a bank, I recounted how during the observational research project we had witnessed a customer who attempted to open an account, but failed in their quest. It was a minor drama compared to the bigger questions we were going to explore in the report, but the incident illustrated how even small and incidental details contributed to a failure by the bank. For the sake of two minutes the bank forfeited the lifetime value of their customer. So I framed the report in terms of this incident. My subtitle for the report was: The two minutes that cost $50,000. That little back story framed the rest of the discussion: it set the theme. crime scenes, they grill the bad guys, they chase suspects, and they observe from the anonymous grey van parked over the road. We boiled this down to eight modes of behavior, and we made sure that in any given episode of the cop show, each mode was used no more than once. In other words, we didn’t have a car chase followed by a foot chase, or have an interrogation scene followed later by another one. In market research reporting, we also have a shortlist of reporting modes. But this is why I get critical of seeing a deck of slides featuring a whole stream of descriptive charts, followed by yet another stream of descriptive charts. It is useful to break down our reports into chapters, and for each chapter to be fundamentally quite different than those previous. So after introducing what’s at stake in chapter one, I might present a series of descriptive slides in chapter two before searching for strategies using different techniques in chapters three and four. This keeps the storytelling interesting. 8. Don’t be afraid to develop a theme of a deeper nature. Very often in market research we get to study a subject, but in the course of that study we ruminate on deeper material. We may be tracking the performance of the brand, but at the same time we are witnessing a shift in the zeitgeist. Development of such scenes in the movie or TV program adds a lot of richness to the storytelling. We are not just witnessing a story about a person; we are reflecting on the human condition. In my own presentations, I refer to these parts as the “I’ve been thinking” zone, and it may consist of a single photo, or a discussion about a relevant and fascinating book that I have been reading in conjunction with the research study. Sometimes these pauses in the narrative spark a much greater discussion than might be expected. Just as the film will resonate with the public because it seems to capture the mood of the audience, so a thematic discussion may capture and resonate with the mood of the client. 9. Action is better than talk. Charts are stepping stones in a forward-moving narrative. Your headlines ought to be spiced up with verbs and your summary findings should lead to consequences. You’re building a case and working toward a verdict. 10.Finally, good storytelling always has an authenticity. What made that terrific, nail-biting movie Captain Phillips so genuinely exciting was the absolute authenticity of the Somali pirates. It was brilliant casting. The director also allowed a degree of improvisation from his cast, so that the scenes were never over-polished or slick. Those actors didn’t look like they were acting; they were the real thing, lean and desperate. In market research reports, our statistics, charts, evidence and conclusions must all reek of similar authenticity. I quite frequently add an anecdote in my presentation about my own journey of doubt during the project, or about the difficulties of fieldwork. I will mention the fact that one respondent, a sleepless parent perhaps, completed the online survey at three o’clock in the morning, or that another respondent wrote 1200 words in response to a question about why they would recommend a product or service. I want the client to inhale and smell the reality of our work. Storytelling places on us one demand that challenges many corporate style guides. Your firm may specify a certain tone, look and feel to its reports. I find storytelling by nature is more personal than that. A good story requires the emotional investment of the storyteller. In an age of more data than conventional reporting systems can deal with, storytelling demands that you lay your heart bare in the telling and sharing of the tale. Are you up for that? Duncan Stuart is an independent market researcher and founder of consultancy company Kudos Organisational Dynamics Ltd. based in New Zealand, where he was the first elected Fellow of the Research Association of New Zealand (FRANZ), and later elected as Life Member. His first career was in TV scriptwriting, storyline creation and editing. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 59 KEEPING INFORMED Campaigns: They’re “Ad”itive By Kerri Norton and Ben Proctor After a combined 15 years of campaign testing with work completed on ads that have launched some of the biggest entertainment properties of the past decade and redefined some of the nation’s leading providers of media and technology, do we call ourselves experts? Not even close. C ampaign testing remains one of the most elusive aspects of market research. Let’s be honest – if anyone had figured it out, they would be the only research shop in existence, and their clients would have no competitors after putting everyone else out of business. However, we have learned a thing or two in our years behind the curtain. Here are some of our favorites and how they’ve guided our own approach to campaign testing: Understanding the Additive Quality of Campaigns Many times, clients want to find and use the TV commercial that scores best in dozens of rounds of ad testing. This is understandable, but problems arise when the digital team is testing their banner ads in a separate vacuum, while the outdoor team is testing their billboards without knowing that TV commercials are even in development. It’s a new era, with innovative technologies and channels for getting the message out. In reality, people experience campaigns that span all of these channels. While we understand the importance of testing individual ads and often do just that, a key component of our testing is a campaign walkthrough. Whether a rich online survey, a qualitative assessment (where we literally walk people through each phase of a campaign as they would experience it in reality), or a geo-targeted mobile survey that pings people as they move past various campaign elements after the initial launch, we want to measure not only impact, but also cohesion. An amazing poster can be little more than artwork if it doesn’t connect back to the rest of the campaign. A groundbreaking TV ad can become a hindrance when the outdoor channels spread a completely different message. To avoid this, use various methodologies to understand the whole. Norms Some clients live by them; others never want to hear about them. Our team attempts to look at benchmarking a little differently. If we’re able to create a rich enough set of norms, on target with the exact type of content we’re looking at, we’re happy to use them. But things have changed – a television ad is no longer just a television ad, but an experience in and of itself. And because it’s nothing like the ads from years past, using 5 to 10 year old data from this platform to inform current norms may be unwise. With benchmarking, we look for the best comparative tool to give us the strongest sense of how well our client’s ads are driving consideration – and ultimately action. Sometimes this means norms. Sometimes it means a social media analysis to look at volume, sentiment, and engagement. In truth, there is no single answer when it comes to campaign testing. With clients rolling out marketing efforts that include TV ads, YouTube minimovies, digital banners, mobile games, static posters, lenticular and animated posters, and much more, we can’t rely on a single methodology or technology to give us all of the answers. (There’s a big difference between a post that’s been re-tweeted a million times and one that has created a million sparks of unique, thoughtful discussion). Other times it means comparison alongside ads from competitors to see whether the message is overshadowing the competition, or getting lost in its wake. By thinking about campaigns individually and assessing each client’s particular goal, we use unique benchmarks to get a truer sense of how the campaign will perform in reality. Furthermore, while norms make us feel “safe” about what we’re putting out there, many times they keep us from taking risks to create truly innovative campaigns that breakthrough. “Innovation” is sometimes hard to measure in a quantitative survey because consumers don’t always know how to rate something they haven’t seen before, which makes a unique and mixed approach to campaign research all the more important. 60 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 Mixing monadic and sequential Whoever came up with monadic testing is a genius. In most cases, people see advertising for one product at one time, so testing a single piece of advertising on its own makes a lot of sense. However, roadblocks can present themselves. Let’s say we show an ad to 400 people on a specific weekend and gather crystal clear feedback that couldn’t provide a better roadmap for moving forward. The following weekend, when it’s snowing and everyone’s in a bad mood, we test the new ad with another (and different) 400 people. And a few days before the second testing, a competitor releases an ad that looks an awful lot like what we developed. The comparison is far from apples-to-apples. This can be combated by pairing monadic with sequential studies. By testing single ads in isolation in one survey, and testing a variety of ads against each other in another, we help to minimize the pitfalls of each approach and come up with an answer that has a bit more clout (and a lot more reality) behind it. In truth, there is no single answer when it comes to campaign testing. With clients rolling out marketing efforts that include TV ads, YouTube mini-movies, digital banners, mobile games, static posters, lenticular and animated posters, and much more, we can’t rely on a single methodology or technology to give us all of the answers. Campaign testing works best when there’s not a set template. Mixing quant, qual, social media and desktop research is key to a successful approach. We want to encourage an open dialogue with others about how they are tackling campaigns because, let’s face it, the research community is small. If we didn’t have each other to brainstorm with, we’d likely spend our days staring at the wall! Ben Proctor and Kerri Norton are insights strategists at Miner & Co. Studio. Ben has over 10 years of experience in campaign testing, preceded by nearly a decade helping studio and TV marketers refine campaigns for hundreds of theatrical and television releases. Kerri has been involved in campaign work for over 5 years. KEEPING INFORMED Hit Refresh for New Markets By James McQueen Debuting the lighthearted design of Rumble’s nutritional supplement shake to the Canadian market was a special milestone for us. As a young startup operating off the west coast of Vancouver, we were proud to rally behind and launch the preliminary design, developed by a boutique New York agency, to Canadians in 2012. T he consumer response to the brand was positively overwhelming and our all-natural, protein-packed supershake quickly found its way to store shelves in more than 600 locations across Canada. But would the same design appeal to our U.S. neighbors? Would the existing brand survive the transition from a product originally meant for natural grocery stores into one for more conventional grocery stores? The move to the U.S. market came with many brand positioning variables to consider. The decision to do a brand refresh, for a product that already had a strong brand, did not come easy. Would spending considerable time and effort redesigning a brand that was less than two years old ultimately be worth the cost, or would it prove to be an unnecessary endeavor? Finally, we made the decision to go ahead with the redesign. Our choice to move forward was made based on our belief that disruptive branding pops in a sea of sameness – and who doesn’t want their product to stand apart from the rest? It seemed like a no-brainer. Due to the highly competitive and saturated U.S. beverage market, the time, cost, and energy we put into the brand refresh was two-fold: To make a strong first impression upon entering the States, and to position Rumble as a stand-out product in the crowd. We had the benefit of launching in Canada first, where the diversity in customer interactions gave us the insight we needed to determine what both our new and existing consumers were responding to. Bottle Backstory From the start, we knew there were some basic changes to the design that had to be incorporated. Unlike Canada, the U.S. does not require bilingual labeling, which freed up a significant amount of packaging real estate. We flagged this as an opportunity to include Rumble’s backstory – a strong differentiator that we weren’t able to incorporate in the initial Canadian design. The story of Paul Underhill, his battle with cystic fibrosis and determination to create Rumble is a compelling aspect, since we position ourselves as an aspirational brand. By putting the story right on the bottle, we’re able to communicate our core values; rather than being perceived as a product from one of the big brands, we could now communicate that we are a small team dedicated to promoting healthy living, and standing for something more than just drinks. We anticipate the story will resonate with our existing and new customers. The feedback we’ve heard from customers is that Paul’s perseverance and positive attitude is a strong factor in connecting our customers to our products. Up the Engagement Brands today can’t rely on a well-designed logo to facilitate engagement between customer and product, so it is important to recognize all opportunities to increase customer engagement. We were excited to exploit the top of our cap for this. Our decision to add graphics to the cap was based on additional brand visibility if Rumble was merchandised on a lower shelf, as well as calling out instructions on how best to enjoy Rumble: Shake gently and open slowly, because the bottle is pressurized. The resealable cap is another consumer connection point that allows our customers to engage with those same graphics each time they take a drink. We believe this extra layer of interaction is fun, on brand, and creates another point of packaging differentiation from the competition. Stand Out We found that with our old design, the product descriptor and flavor differentiation weren’t clear enough. The packaging lacked a pop of color which decreased its shopability and overall shelf appeal. After several rounds of informal market research and numerous preliminary drafts, we decided to move to blue for our logo, due to its gender neutrality, and a milky shade for the background to properly reflect the shake-like product inside. We specifically chose to venture away from black and white to avoid a sterile feeling – we wanted to add some warmth and brightness. In terms of the narrative on the front of the bottle, we wanted to expand on the playful design we established initially, while communicating the important health aspects of Rumble. From our informal consumer research, we found the most important and relevant health claims for this group to be non-GMO, gluten-free, and the amount of Omega 3s (with labeling to reflect this). In addition, we wanted to communicate the protein dosage to consumers, given that Rumble, at its core, is a protein drink. Design Lifespan It’s critical to continually evolve and breathe new life into branding, especially before entering new markets. In the case of startups, closely monitoring the relationship between a new customer base and a brand is critical as it can determine long-term success. Refining a brand is an ongoing process that takes valuable time and resources, but with our anticipated entry into the ultra-competitive U.S. market, we knew we needed to act quickly and be strategic about the changes we were making. Operating on a limited budget and a strong connection to our existing branding, we recognized that being selective in how we refreshed the Rumble branding would determine the success of our launch into the U.S. marketplace. The added benefit of not committing to a large-scale rebrand means we’re able to adjust aspects of the branding and design in the future. I’m a strong advocate that brands should consider a brand refresh, no matter how small, before entering new markets. You only get one chance to make a first impression, and that impression could last a lifetime. That’s why we confidently hit the reset button with Rumble. James McQueen, co-founder of Rumble, works behind the scenes managing daily operations. Originally from Victoria, James pursued a career in investment banking, working in both New York and Toronto. Before joining the Rumble team, he was vice president of Viresco International Capital Management. James currently resides in Toronto, Canada. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 61 KEEPING INFORMED How To Conduct a Sales Win Loss Analysis by David Lithwick T oo often we assume that price is the determining factor in which supplier a client decides to use when, in fact, there are other factors to consider such as pre-sales support, presentation content and the presenter’s enthusiasm and effort to followup.These are the factors that become critical when providers offer similar pricing. How can you pinpoint the factors that came into play when a client decided to go with another supplier? By providing direct feedback from the client on your company’s performance in pitching their business, Sales Win Loss Analysis (SWLA) can be a helpful tool. The following article explains SWLA, and through a mini case, provides tips to help you conduct this research. What is SWLA? In a nutshell, SWLA provides companies with a clear understanding of how well they performed on a new business opportunity, whether it be a face-to-face presentation, proposal submission or quote. What Are The Benefits of SWLA? SWLA will help you: • Focus on companies most likely to buy your products or services versus prospects less likely to become clients. • Improve the effectiveness of your sales presentations. • Uncover the reasons behind lost opportunities. • Gain objective and accurate information from the client that your representative is unable to provide. Table 1 – Survey Example Date: Jan. 15, 2014 Prospective Client: Desserts Matter Inc. Respondent’s Title: Purchasing Manager Question Response How many times in the past 2 years have you requested bids for safety equipment? 4 times Question Response How many companies do you send out RFPs to for these bids? 5 providers Question Response Has this number increased, stayed the same or decreased in the past few years? Stayed the same Question What was the key factor (e.g. price, solutions given) in deciding which provider to go with? Client care is the big factor. We are talking about equipment to protect our workers eyes, face and heads. When there will be issues relating to product, delivery or training, we want the very best support. Response Question Response Who else did you invite to pitch for your business? 3M, MSA, Safety Equipment Company (SEC) and Protective Industrial Products Question Response Why were they invited to present (e.g. used them before, were referred to by a colleague)? 3M and MSA are both well known. We used SEC before. We met Protective Industrial Products at a trade show Question Response Can you tell me which provider won the business? Protective Industrial Products Question What made you decide to choose them? I would say their client support. They will assign us a dedicated account rep. They have 24/7 call centre support and will replace any product that arrives damaged or the wrong model within 24 hours. Those are the advantages that stand out in my mind. Response Question Response Question Response Question Response What did the winner do that set them apart from the other presenters? They invested up front time to learn our business, including visiting our plant. Also their follow up was excellent. Without any prompting they emailed the day after a recap of our discussion and provided additional recommendations Where did we fall short? In convincing us that you offer excellent customer service; the reps glossed over this area. They spent most of the time explaining product features and pricing. Also the presentation was not customized to our needs. Only the last 2 addressed our needs. The other 20 slides could have been for any client; just a rehash of your website. What suggestion do you have for us to improve? Your reps must demonstrate what your company can do to ensure we will always have a positive client experience. What happens if we have a complaint? Will there be someone assigned to our account to help? Do you have a call centre or online chat support? What about returning product, do you charge a replacement fee? None of this was covered in your presentation And make an effort to follow up sooner and with more vigor. Whereas other presenters followed up within 2 days your reps took a week. Protective Industrial Products followed up several times, recapping their advantages and providing suggestions. Your reps just sent a thank you note and left it to us to get in touch with them. 62 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 As an example, when asked why he lost the pitch, an employee might claim, “the client was looking for a full service partner and didn’t feel they could get that from us.” The reality from the buyer’s perspective, however, might reveal that “the presentation was weak and incomplete, and the representative was slow on following up.” Mini Case Let’s assume you are the market research manager for “Safety Plus,” a major safety equipment manufacturer. In the past 12 months your company lost 45 percent of the business they bid on. The representatives blame this poor record on high pricing and increased competition. Your VP of marketing thinks otherwise and requests you conduct a SWLA to see if the claims are true. What are some tips to help you research effectively? 1. Set Up Guidelines Put together some guidelines to follow, given that this is your first SWLA undertaking, and others may follow: • Begin by speaking to the representatives who made the pitch to see what they have to say. • Create two introductions, one for your company wins, the other for customers who did not choose your company. • Be objective; don’t go into the interview with a predisposed view of what happened. • Work in increments. Conduct one or two surveys and analyze results prior to conducting the next set of surveys. • Incorporate a table with ratings into your survey to pinpoint your representatives’ key strengths and critical weaknesses. • Track SWLA findings over time to gauge whether performance is improving and where gaps still exist. 2. Determine Sample Size Because this is qualitative research, you have the option of determining how many interviews to conduct. I recommend at minimum interviewing two prospective customers for every 10 pitches (one who chose your company, the other who went with a competitor). Put Together Your Questions Keep questions to a “dialogue mode” so they are easy to follow and to the point: • How many times in the past two years have you requested bids? • How many companies do you send RFPs for these bids? • Has this number increased, stayed the same or decreased in the past few years? • What was the key factor (e.g., price, solutions given, accuracy) in deciding which provider to choose? • Who else did you invite to pitch for your business? • Why were they invited to present (e.g., used them before, were referred to by a colleague)? • Which provider won the business? • What made you decide to choose them? • What did the winner do that set them apart from the other presenters? • Where did we fall short? • On a scale of 1 to 10 (1 being poor, 10 being outstanding) how would you rate our performance versus the winner on : ∙∙ Presentation (e.g., informative, convincing, easy to follow, customized to your needs). ∙∙ Representative’s professionalism (e.g., prepared and organized, understanding your business, appearing knowledgeable). ∙∙ Company as a whole (e.g., having the necessary expertise, resources and support, technology). • What suggestions do you have for how we can improve? Continued on page 72 Table 2 - Comparing Your Company’s Performance to the Winner’s On a 1 to 10 scale (1 being poor, 10: being outstanding) how would you rate the winner’s performance versus our effort? Winner Your Company Difference Presentation Informative Convincing Easy to follow Customized to Your Needs Concise Demonstrating product Showing they are accommodating and flexible 9 9 8 9 8 9 10 7 6 7 5 8 6 6 -2 -3 -1 -4 0 -3 -4 Professionalism Being prepared and organized Understanding your business Appearing knowledgeable Being good listeners Making you feel they value your business Providing helpful suggestions Making commitments Follow up 9 9 8 9 8 7 8 7 7 6 7 5 4 3 8 2 -2 -3 -1 -4 -4 -4 0 -5 Company As A Whole Necessary expertise Resources Technology Ability to deliver on time Servicing your account 8 8 8 8 9 8 8 8 7 5 0 0 0 -1 -4 Significant gap between the winner and your company MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 63 KEEPING INFORMED The Power of Babble: Using Text Analytics and Data Mining to Uncover Actionable Customer Insights By Eric Weight From CRM databases, transactional systems, questionnaires and customer contact logs, pop-up surveys, online consumer reviews and forum postings, to chats, blogs, tweets and other threaded conversations and online babble: Hearing the voice of the customer has never been so easy. O r so difficult. Thanks to Web 2.0 and Big Data, we now have too much information (or, as the Twitter generation would say, TMI). Since much of this content is unstructured, the challenge is to chisel out the “gold” nuggets trapped inside this bedrock of customer feedback and use the refined raw material to make decisions aimed at specific business goals. Relevant to this task are two intertwined disciplines: text analytics and data mining. During the text analytics process, unstructured content and underlying sentiment are transformed into data (concept and sentiment variables) that can be quantified and combined within a structured framework. The variables derived from text analytics are then combined with other structured variables within a traditional data mining model. Text Analytics Extracts and Structures In the past, business decisions relied primarily on structured data (checkboxes and rating scales on surveys, transactional details from point of sales and CRM systems) that could be easily entered into relational databases and spreadsheets. Free-form answers from open-ended questions on survey questionnaires, though widely used, were often rightly ignored. Anyone involved in survey research knows how difficult (and time-consuming) it is to read and code hundreds of free-form comments. The complexity, nuances and contradictions of the English language often prevent easy, reliable categorization. Modern text analytics tools have changed all that. Rooted in technology first used in the 1950s, these text analytics engines enable unstructured content of every type to be represented and analyzed in the same way that structured information is represented and analyzed. The earliest text analytics methods involved keyword or statistical analysis. These have largely been replaced by more comprehensive and reliable natural language processing (NLP) solutions that analyze text as spoken or written by human beings. The algorithms and rules behind NLP represent basic grammar usage and word forms (verbs, nouns, prepositions, adjectives, etc.) and are used to discern facts and entities (such as persons, places and things) as well as attitudes and opinions (sentiment). For example, in analyzing a call center note such as “The system is slow,” NLP analysis would identify a thing (system) and an associated qualifier (slow). Creating a pattern such as “System +” would ensure that similar statements, though worded differently, would be identified and categorized. An estimated 85 percent of all information available to companies is unstructured. Different Flavors of NLP Even among NLP-based text analytics engines, there are crucial differences. Named Entity Recognition (NER) types of NLP engines identify entities and assign them to groups or classes. The drawback of NER is that it requires predetermination of entities and groups or classes, so it can miss novel problems, issues or topics that weren’t anticipated in advance. Targeted Event Extraction is a type of NLP that uses trigger words, each of which is associated with rules that define common attributes in relation to that word. For example, the word “cancellation” might trigger a rule that identifies the reason, customer location, product and date of all cancelled orders mentioned in the source documents. Exhaustive Fact Extraction is a third NLP methodology. It uses linguistic heuristics and patterns to discern an exhaustive list of key facts and concepts contained within the entire universe of text (e.g., all the free-form answers in a given survey+call center, notes+feedback from the corporate blog, etc.) This results in a database that can be queried and analyzed just like any traditional database to, for example, report on the most frequently occurring topics and identify trends in the data. The advantage of Exhaustive Fact Extraction is that 64 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 nothing is defined in advance, so there are no preconceived notions or risk of missing customer insights or emerging issues. (As a wise person once said, “How can you know what you don’t know?”) TMI into Business Intelligence (BI): Combining and Mining Data to Obtain Actionable Knowledge The next step towards transforming TMI into BI involves bringing the concept variables derived from text analytics into a data mining model. Ideally, the variables culled from text analytics are used alongside structured and transactional data from many other databases such as customer satisfaction scores, geographic data, demographics, purchase and usage histories, or product-feature data. Through data mining, we can uncover the hidden value of information and identify and refine patterns and trends among hundreds or thousands of variables. We can then make predictions based on information obtained from analyzing and exploring this data. For example, in the area of customer loyalty, preceding data mining with text analytics can determine which variables extracted by the text analytics engine have the biggest impact on loyalty scores or satisfaction ratings, and help answer the following questions: • Are there patterns in the data that differentiate non-promoters from promoters? Which combination of variables best predicts whether a customer will be one or the other? • What factors are associated with customer attrition, and are there certain groups that have a greater propensity for “churn?” • Which groups exhibit readily identifiable patterns that are more predictive of future behavior (as compared to other groups or the total population)? • How much “lift” does one group have over another? (Lift measures the degree to which a given subgroup deviates from the general population in response patterns.) The following example shows results from a customer loyalty survey that contained structured and unstructured items. Though only 17 percent of the total number of respondents indicated they would highly recommend the company, further text analytics and data mining uncovered a Getting Started with Text Analytics and Data Mining Choose a text analytics engine that suits your needs and the type of content you are analyzing. Know its strengths and weaknesses. Even among NLP engines, there are important differences: For example, can the solution handle idioms, slang, variations in sentiment, tone and voice, pronoun resolution, etc.? Start with verbatim responses from surveys. Using text analytics on public sources like forums, product reviews and social media is more vulnerable to inconsistent and inaccurate results due to the noise inherent in publicly available data, including out-of-context replies, repeated forwarding and reposting of the same comments and online slang and abbreviations. Tackle basic sentiments (like, dislike; happy, angry) before more subtle sentiments. For text in other languages, determine how the results will be analyzed. If they will be analyzed in English, translations can be utilized. If they are to be reviewed in the native language, use a text analytics engine tuned to that language. Know what native data sources are supported by your overall solution. Are you restricted to certain data sources? How easy is the process of merging data from multiple sources? Don’t assume you can automate every step of the text analytics process. Humans will alway be necessary to train, guide and interpret findings. Choose a method that matches your resources. Many text analytics solutions require technical expertise whereas others have out-of-the-box features that jumpstart the process. Seek ease in deployment, understanding and sharing unless you have unlimted resources. “hidden” highly loyal subgroup. Within this subgroup, 56 percent gave top loyalty ratings. What differentiated the subgroup from the overall respondent group was the fact that all mentioned “technical expertise” in answer to an open-ended question about the strengths of the company. This represents a lift of 3.2 in engagement ratings for a given group (i.e., this group is 3.2 times more likely to be engaged compared to the overall population.) Overall 17% of the respondents are Engaged, 15% answered “what do our support reps do well” with a comment regarding Technical Expertise, 56% of those who answered as above are Engaged, This group is 3.2x more likely to be Engaged compare to overall Prioritizing Actionable Insights to Achieve Results In short, text analytics/data mining solutions help us connect data to business practices and obtain insights that will make a difference. The results of an effective text analytics/data mining paradigm are insights that can be acted upon to achieve specific business goals in many areas, including operational efficiency, customer engagement or product innovation. For example, a successful software company gleaned some surprising insights after analyzing text and data from multiple sources, including net promoter scores (NPS), structured survey data, demographics, customer experience data and free-form answers to open-ended survey questions. After completing the text analytics phase, all the data were merged into a data mining decision tree model. In addition to identification of highly concentrated subgroups of customers, the company discovered: • Those customers who mentioned “feature set” within their free-form answers were six times more likely to be a promoter of the product and company. • Those customers who made a negative comment about “reliability” were most likely to be non-promoters. • Of the variables found to be most predictive of the NPS, the least important predictor was the number of times a customer had used the software in the previous three months. Using the results as a blueprint for improvement, the company pulled out specific surveys from the group of promoters who had mentioned the feature set to help them understand what it was about the feature set that triggered their comments. The company then devised a strategy centered on this variable, with the goal of implementing a relevant action to raise the overall NPS among the group of nonpromoters. Text analytics capabilities also save time and money. HireVue, a provider of digital recruiting and interviewing technology, performs 90,000 surveys a year and achieves a 30 percent response rate. Because feedback is critical to the widespread adoption of the company’s innovative interview platform, HireVue felt it was important to take action on verbatim comments in surveys. Therefore, the company used personnel to manually scan through all the comments and categorize them using spreadsheets. Today, that is no longer necessary, thanks to an automated text analytics tool that automatically “reads” verbatim comments and channels them to the appropriate person or department for immediate action. Text Rules! As the preceding examples illustrate, companies that limit data analysis to structured data are missing critical nuggets of information that only text analytics can unearth. Data derived from text has proven time and again to be more predictive and valuable than structured data by itself. Additionally, combining data from many sources and applying data mining techniques provides lift – the ability to see more than can be discerned with any one source or method. Eric Weight is VP of solutions consulting at Allegiance, Inc. Weight has spent more than 20 years working with computer software businesses, including past positions as manager with Deloitte Consulting, senior product line manager with Novell, and business development director at Attensity. He has an MBA in Marketing from Indiana University. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 65 KEEPING INFORMED 7 Keys to Executing a Successful Business Rebrand By Steve Blue No matter your reason for embarking upon a business rebranding effort for a company or product name, logo, phrase, design scheme or other such asset, one thing is certain: Execute poorly and suffer extreme consequences. T here is simply no rebranding effort where the stakes are not extraordinarily high and the margin for error slim at best. This history has been proven repeatedly amid a litany of rebrand debacles that didn’t heed just a few fundamental principles. With this in mind, I’m sharing what I believe are seven key best practices for effectively executing a rebranding initiative: Key #1: Get clear on what a brand is. A brand is not just your logo. A brand is the sum total of the messages, interactions and experiences a customer has with your product, services and people. To a customer, a brand is the promise of an experience and the customer’s experience of that promise delivered. It’s a valuable asset to nurture over time. Measure the branding work you do against these criteria: • Discover and express the brand story only you can tell. • Be telegraphic and focused in meaning. • Balance functional benefits and emotional reward. • Create visible, tangible and felt associations in the design. • Provide a platform for current and future services. • Assure current clients and invite prospects to learn about you. Key #2: Maintain control of the rebranding process. Use a third party guide, because it is easy for a renaming effort to deteriorate into likes/dislikes or what your spouse thinks. To rebrand properly, first set strategic objectives and criteria. Ground your brand in a strategy that recognizes not only the brand’s origins but also its ultimate destination in the current and future marketplace. As part of the process, you must also research your competition to identify gaps, opportunities, and positions of competitive advantage. Keep an open mind. Small ideas can get bigger and big ideas can diminish over time. Also, be sure to identify those equities that should not change. Key #3: Understand that a brand has two owners: the marketer owns 50 percent and the customer owns 100 percent. Yes, that’s 150 percent in total. The marketer produces products, services and the marketing messages about them. Your customer experiences the brand, and in the digital age, they are in ultimate control of the messages they receive. Therefore, check in with customers and, at the very least, include those internal players who have the most customer contact. It’s best to include all the key stakeholders, including internal people who deliver your brand’s experience (from the front and back office to line workers and customer service). Involve them in defining the brand. When you ask for, listen to and acknowledge multiple contributions, people feel they have been heard and are less likely to criticize the end result. The worst thing you can do is decide all branding issues at the top level and dictate them to your troops, who must 66 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 deliver the brand experience, and to your customers. You risk a loss of relevancy and buy-in. Key #4: Your logo, tagline, typography and design should tell a single-minded story. Every brand is heroic in some way. Its look, feel and message should tell one story. Think about what your brand fights for and against what odds. Consider what is at stake for customers in terms of their problems and how you solve those issues for them. Similarly, your brand may seize opportunities for customers. In story terms, you may help them attain a longed for “object of desire” such as a new line of business. Heroes are creative about how they help and do so faster than anyone else does. Of course, the people who make your brand heroic can be found within your organization – be sure to give them due credit. By becoming a hero to your customers, you, in turn, make heroes out of them. That’s truly adding value. Key #5: Never forget that a brand should always remain fluid. Some will warn you that changing your brand is a major risk. If it fails, it can be expensive and disruptive. (Remember Coca Cola’s experience with “New Coke?”1) However, if you do not violate a brand’s established equities and values, you can still add flexibility to a brand, while disallowing it to lose relevance. For example, Tide Detergent is built on consumers’ trust that it 1 www.coca-colacompany.com/history/the-realstory-of-new-coke gets clothes clean2 – yet the brand has found multiple fresh expressions of that proposition over the years, even adding benefits, to fend off competitors. Create a brand positioning that is broad enough to be as relevant today as yesterday and flexible enough to be relevant in the future. Keep in mind that every brand is in transition and needs to remain flexible. Think of your brand as a buoy, solidly anchored to the ocean floor but able to weave and bob with the oncoming waves. External factors continually demand that you re-assess your brand, such as presently unpredictable domestic and global economies that are bouncing between boom and bust. You have to ask yourself if your brand is resilient and can survive under any economic cycle. The exploding digital age has turned most selling and buying processes upside down. Customers or consumers are armed with more information, while at the same time, bombarded with more choices. With so much noise – and that noise getting louder by the minute – you need to consider whether your brand stands out and is engaging or whether it is a static billboard that is passed over as the world goes flying past. 2 www.pg.com/en_US/brands/global_fabric_ home_care/tide.shtml Key #6: Never stop supporting and promoting your brand. Successful brands are a living presence in the marketplace with a tangible relationship with their customers. It’s easy to support a brand in boom times and more difficult to do so in down times, but study after study has shown that brands who are consistently supported during a down cycle (compared with those who cut support activities) gain greater sales and share when the economy turns up. In a world of accelerating change, it’s smart to regularly take a snapshot of your brand to maintain its relevancy and meaning. At the very least, you need to be marketing with a professional Web site and social media presence. Key #7: Be a brand champion and groom your brand ambassadors. Continue to engage your employees in the branding process by developing an internal campaign that builds up to the launch of the new brand. Introduce it first with a company-wide celebration and posters, t-shirts, buttons and other giveaways touting the new brand and proposition. Make sure the announcement is big, loud and fun. Ensure the new logo on your building, Web site, stationery and uniforms change with the announcement. Don’t allow the old logo to linger anywhere. Having gone through the discipline of crafting or refreshing your brand, appoint a key leader, typically in marketing, to be the brand champion. Set up brand guidelines and procedures to make sure the identity you have carefully created presents a consistent image and message in marketing communications from business cards to digital media, sales presentations, signage, events and trade shows – wherever the customer will engage with your brand. In summary, executing a rebrand must be extraordinarily strategic, not violate the company’s cultural roots, be relevant and consistently supported and place the customer benefit front and center at all times. It really is all about them. Steve Blue is CEO of Miller Ingenuity (www.MillerIngenuity.com). With more than three decades of management, executive, consulting and speaking experience in markets all over the world, he is a globallyregarded business growth authority and author of the upcoming book, Outdo, Outsmart… Outlast: A Practical Guide to Managed, Measured and Meaningful Growth. Follow Steve on Twitter: @MillerIngenuity. MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 67 You can earn an MRA Certificate in Qual or Quant Research Credentials help advance your marketing research career! MRA Certificate holders demonstrate to clients, management and the profession an advanced level of expertise and dedication. MRA has approved two Certificates in a new series provided by Research Rockstar. These live, online, interactive, instructorled classes are fun and fast-paced. They take place in a virtual classroom, so no travel required! Classes are recorded and available for review for sixty days. • Live, expert instructors • Interactive format, real-time Q&A, retentionenhancing exercises, printable workbooks 68 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 • All live sessions fully recorded for student playback • Lots of peer interaction • No travel aggravation HAVING SUCCESSFULLY SATISFIED THE EDUCATIONAL AND PRACTICAL REQUIREMENTS ESTABLISHED BY THE MARKETING RESEARCH ASSOCIATION, HAVING SUCCESSFULLY SATISFIED THE EDUCATIONAL AND PRACTICAL REQUIREMENTS ESTABLISHED BY THE MARKETING RESEARCH ASSOCIATION, Your Name Here Your Name Here HAS EARNED A CERTIFICATE IN HAS EARNED A CERTIFICATE IN Qualitative Research Quantitative Research CHIEF EXECUTIVE OFFICER CHIEF EXECUTIVE OFFICER The MRA Certificate in Qualitative Research Principles is available through the completion of the following online courses: The MRA Certificate in Quantitative Research Principles is available through the completion of the following online courses: Managing Focus Groups • Learn how to manage a focus group project. Students learn the process of planning and managing a focus group project step-by-step. 10-point Checklist for Questionnaire Design • Planning to run a survey project, but don’t know where to start? Learn to manage the process from beginning to end, including tips for pre-testing and how to avoid common mistakes in survey research. Writing Qualitative Research Reports • The options for analyzing and reporting qualitative research results are taught here in a fun, practical way. Students learn how to analyze qualitative information in order to address project objectives, and how to report the findings using various text, visual display and multimedia approaches. Conducting Research Interviews • Students learn how to design an interview guide, conduct interviews, and efficient ways to identify key results. • B2B and consumer research examples included. Introduction to Ethnography • Anthropology meets market research in this fast-paced, crash-course on ethnography. Ethnography has been a niche market research methodology for decades, but with the recent increase in observational methods overall, its practice is rising. Learn important concepts that will help decide when to use ethnography and how to plan a project. Social Media Meets Market Research • Learn the basics of how social media can be used as a market research resource. Get a practical perspective on how to use social media in market research projects through this introduction to social media monitoring, social sample sources and more. Questionnaire Design 201: Scale Section • Survey designers quickly learn that scale choices are a critical part of the process. The choice, wording and formatting of different scales can have a huge impact on a project’s success. Learn various ranking and rating scales, including Likert, semantic differential, constant sum, and more. Intro to Quantitative Data Analysis • Learn the basics of quantitative analysis in a fun and practical way through examples, exercises and realtime demonstrations. This class is ideal for those new to quantitative data analysis: No previous background in statistics is required. Intro to SPSS • An introductory class for absolute beginners taught in a virtual classroom. If you have never touched SPSS before, you can get started with this brand NEW step-by-step course. The course starts with the very basics of importing and formatting data, and concludes with conducting and reading crosstabs with significance testing. Introduction to Conjoint Analysis • What is conjoint analysis? Students learn basic concepts and usage scenarios. Learn how to consider and discuss conjoint analysis and MaxDiff with confidence. Designed for project managers; this class does not include programming. To register or for more information visit: training.researchrockstar.com/collections/mra-certificates 508.691.6004 Ext. 701 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 69 70 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 INDUSTRY NEWS & ANNOUNCEMENTS The Passing of Former President and CEO of the Advertising Research Foundation (ARF) Bob Barocci, the former president and CEO of the Advertising Research Foundation (ARF), has died at 72. Barocci ran ARF for 10 years, from 2003 to 2013, and is credited with bringing the organization back from the brink of collapse. He was an ad agency executive earlier in his career, working for Leo Burnett and Young and Rubicam. He also founded his own company, McConnaughy Barocci Brown. Barocci retired from ARF in December 2012, but remained with the organization in a senior advisory role until Gayle Fuguitt was named as his successor in March 2013. He died on March 27, 2014 and is survived by wife Mary Anne Moloney, two children and four grandchildren. (As originally published at www.research-live.com/news/newsheadlines/obituary-bob-barocci-former-arfpresident-and-ad-agency-executive/4011474. article.) Quick Test/Heakin Announces Two Key Promotions May, 2014 – Christy Crossan has been promoted to director of account management and Heather Hyland to account representative. Crossan has been with Quick Test/Heakin since 1993 and is building a fresh and exciting team. Hyland most recently worked as a project manager for Quick Test/Heakin’s sister company, 3Q GLOBAL, and brings vast experience to her new role. Both will be based in the corporate office in Jupiter, Florida. Directions Research Announces Five Promotions April, 2014 – Directions Research Inc. promoted Dan Argo to director IT, security and compliance. Beyond managing the IT department, Argo has implemented the procedures necessary to successfully complete two SOC2 Type II audits, HIPAA and GLBA assessments, and many other routine client sponsored audits. Eric Groeschen was promoted to senior data consultant and is responsible for technical consultation in the areas of tabulation and data handling. Mark Erwin, promoted to account executive, is responsible for research design, client consultation, data analysis, presentation of findings and general client services. Since being promoted to senior research analyst, Matt Stenger is responsible for analyzing and interpreting data in a wide range of applications from crosstabs to multivariate research methods for marketing projects such as concept/ product testing, segmentation and tracking studies. And newly promoted Neelu Kodumuri is applying her extensive consulting experience with secondary data within marketing sciences as research consultant, business intelligence group. Q Research Solutions Assembles “Dream Team” to Service Rapidly Growing Client Base April 28, 2014 – Q Research Solutions announced the recent hiring of several market research industry veterans. Q’s recent hires include: Mario da Cruz, former North American head of MMR Research Schlesinger Announces Senior Worldwide and founder of Blueberry (a Appointment Reckner division), who has pioneered May 14, 2014 – Schlesinger Associates has cross-functional integration between appointed Matt Campion as an executive marketing and R&D in innovation, helping vice president. His role will be developing multidisciplinary teams to create compelling the company’s quantitative client portfolio consumer experiences; Michele Reisner, in healthcare and expanding its service former VP of research and 25 year veteran solutions across the group. Campion holds with Moskowitz Jacobs; Eve Oster, over 30 years experience in marketing former vice president of client relationship research with a focus in the healthcare management with Ipsos Synovate, whose 25 quantitative data collection space. He year career has been focused on innovation previously held senior positions at WorldOne, and product development across CPG Epocrates, Total Research Corporation and categories; and Dawne Watts, former Schrader Research. senior account manager with Ipsos Synovate Myla Kovac Appointed Vice President and product design and development specialist. Her 20+ year career showcases of Research at Taylor Research May 12, 2014 – Myla Kovac has joined Taylor expertise in the operational, research execution and client service areas for the Research in San Diego as vice president of research. She has over 25 years of consumer CPG sector. and healthcare experience in qualitative Diane Hessan Receives Asper research. Prior to joining Taylor Research, Award From IBS for Outstanding Kovac was with Adept Consumer Testing as a Entrepreneurship senior project director and most recently with April 25, 2014 – The International Business Field Dynamics as president. She has been School (IBS) at Brandeis has recognized an active member of the MRA and is a past Diane Hessan for her outstanding president of the Southern California Chapter entrepreneurship with the Asper Award of MRA. for Global Entrepreneurship. Brandeis IBS Dean Magid presented her with the award on Thursday, April 3. The award is bestowed annually to an “entrepreneur who achieves outstanding success in the global marketplace through creative marketing and business strategies.” Input from faculty at IBS and the Dean’s office is combined with research by the IBS Centers and Initiatives to create a list of candidates, also reviewed by Asper, in a thorough process that aims to present the award to the most qualified candidate. Hessan was president and CEO of Communispace, a recently global company that she founded in 1999 before handing over the reins and becoming chairwoman in January of this year. (As published in part from http://thebrandeishoot.com/ articles/14202#sthash.muLc7jbU.dpuf.) Research Now Appoints Michael Bigby as Chief Technology Officer April 14, 2014 – Research Now announced the appointment of Chief Technology Officer Michael Bigby. In this role, Bigby will lead Research Now’s global technology team, driving major technology-enabled initiatives as part of the company’s advancing business model. With nearly two decades of software development and management experience in both startups and large companies, he brings a great deal of knowledge and expertise to the organization. StandPoint Wins the American Marketer of the Year (AMY) Award April 11, 2014 – StandPoint was honored with the AMY Award for Marketer of the Year in the Market Research Innovation category. The award was presented at the American Marketing Association’s (AMA) annual event in Atlanta, GA and recognized StandPoint’s proprietary SCORE (Scope, Consult, Originate, Refine, and Evaluate) concept development approach and the company’s TeamBuilder™ online assessment. The AMY award is presented annually by the AMA. Carlos Eduardo Chiba Joins BrainJuicer April 10, 2014 – BrainJuicer announced the appointment of Carlos Eduardo Chiba as client director, Brazil. He will join Gabriel Aleixo, managing director, in managing relationships with the company’s clients in Latin America. Chiba’s appointment signals a continued investment in Latin America, with the opening of BrainJuicer’s office in São Paulo in 2010. SoapBoxSample Acquires ClickIQ Panel March 18, 2014 – SoapBoxSample, the online sampling division of U.S.-based data collection firm ISA , acquired ClickIQ’s e/visor panel of more than 350,000 panel members across the U.S. and Canada MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 71 as part of its strategy for growth and expansion. In addition to the ClickIQ panel, SoapBoxSample will be retaining the IQCenter®, ClickIQ’s award winning full service research team. The Marketing Research Institute International (MRII) Introduces A Comprehensive Online Mobile Market Research Course March 18, 2014 – MRII, a non-profit educational institute which, in partnership with the University of Georgia (UGA), is devoted to fulfilling the educational needs of people worldwide in the marketing research profession, announced that it has launched an online Principles of Mobile Market Research course. Recognizing the proliferation of mobile device usage in all facets of communication, MRII and UGA have taken a comprehensive and progressive approach to synthesizing and espousing those tools critical for the successful deployment of market research across this emerging platform. The new 10 hour self-study course provides a solid foundation for market research professionals at all levels to conduct mobile market research globally. Graduates receive one Continuing Education Unit from UGA along with a Recognition of Course Completion certificate from MRII, Marketing Research Association (MRA), ESOMAR and UGA, all of which are among the primary institutions and organizations responsible for maintaining the standards of excellence for the market, opinion and survey research profession. For more information, visit www.mobmarketresearch.org. SSI Announces New Chief Marketing Officer and Leadership Team Member March 17, 2014 – SSI, a global provider of sampling, data collection and data analytic solutions for survey research, announced that Chris Clarke has joined the company as chief marketing officer. Clarke has more than 28 years of marketing, communications and technology experience. Ashlin Quirk, SSI’s general counsel and secretary, who joined the company in 2012, was elevated to the company’s leadership team. Quirk has almost 20 years of legal experience and has specialized in privacy and advertising and marketing law for the past 13 years. cultures that balance commercial strategy with personal career development. Abigail Stuart was announced as global CEO and is also based in the company’s London office. Stuart has focused her career on helping pharmaceutical companies develop brand strategy and communications for new and existing brands. She joined Hall & Partners in 1999 to help set up the specialized healthcare division in the London office. Continued from page 7 Lesson #5: Excess creativity isn’t necessary. Our final lesson is this: While it is important to be creative in finding channels and other ways of reaching prospects, it can be counterproductive to try to be too creative in actual recruiting messaging. The contemporary consumer understands marketing research and often knows a lot about it, but the contemporary consumer also understands advertising and marketing communications messaging, so there is little to be gained by over-designing posts, small-space ads, and other messages. In the end, the direct approach has always proven most effective for our recruiting, and will for you too. These five areas of knowledge have proven most critical for our team when conducting multi-channel recruiting. They also represent a strong guide for avoiding pitfalls that may be encountered as multichannel recruiting is implemented. And avoiding pitfalls makes qual recruiting and research more enjoyable for everyone! Rob Iles is Managing Director and Rodney Kayton is Managing Partner of Study Hall Research, a 10-person full-service brand, communications and strategic research consultancy, headquartered in Tampa, Florida. Working as an ownership team, Rodney and Rob founded Study Hall Research based on their desire to provide a strong custom qualitative and quantitative research firm that was also populated with a team of professionals with strong marketing background. This means that Study Hall not only understands research, but also deeply understands the marketing, advertising, strategic- or product-development contexts for various research engagements. Hall & Partners Welcomes New Head of People and Global CEO, Health March 6-7, 2014 – Hall & Partners announced Estelle Shepherd has joined the company as the new global head of people, based in its London office. With nearly 20 years of experience, Shepherd builds high performance, empowered 72 MRA’S ALERT! MAGAZINE – THIRD QUARTER 2014 Continued from page 62 3. Approaching Potential Respondents Now comes the challenging part: getting companies to agree to be interviewed. To facilitate cooperation: • Offer respondents an honorarium (e.g.$150 donation to their favorite charity). • Point out that you are not in sales and will not be re-opening the sales process. Your goal is to use their feedback to better understand the market, buyer/ seller process and ultimately improve performance. • Make it easy by giving them the option to complete the survey by phone or email. 4. Writing Up the Survey The survey should be detailed with insights that can readily be translated into recommendations on improving your new business presentations. Writing Up Observations and Implications Because you are talking to the decision maker, what they say is extremely important. In fact, a single survey can become the template for what your representatives need to do to win more business. Key take away points for this mini case: • Safety Plus was outperformed on 15 criteria, and tied with the winner on only 5 criteria (concise, making commitments, showing they have the necessary expertise, resources and technology). • Significant gaps (spread of 4 or 5 rating points between the winner and Safety Plus) relate to customizing the presentation, being accommodating and a good listener, making the prospective client feel valued, providing suggestions, demonstrating they can service effectively and following up. • The client suggested our representatives make more effort to a) explain what we do to ensure a positive client experience, and b) follow up (i.e., within 2 days, highlighting our advantages and providing recommendations). Conclusion Whether you are a research supplier or a client who helps assess new business opportunities, SWLA can play an important role in improving presentations, proposals and quotes. At the very least it will enlighten your representatives as to what other factors, besides price, impact a client’s decision on who they select. David Lithwick is principal of Market Alert (www.markertalert.ca), a research intelligence consultancy. He can be reached at david@marketalert.ca. Think Fast, Think Smart, Think Virtual Fieldwork Multiple panel solutions Access to over 15 million panelists worldwide “300 or more panel profile dimensions” Flexible and fast prog programming capabilities Real time reporting capability Data files delivered in a variety of formats Complete data processing services We are experienced in conducting marketing research online. Our staff is passionate about online…all we do is Think Virtual Fieldwork! For more information or for a custom quote, please email Ray Benack at research@thinkvirtualfieldwork.com or call 212-699-1901. SSI Powers Better Business SSI B2B inSSItes TM is the fuel for fullycharged insights. When you use sample from SSI B2B inSSItes™, you’ll get high-performance results. The reasons are simple: Reliability & Flexibility: Our unique multi-mode access to mobile, online and CATI data collection gives you the options you need to help your project finish on-time. High Quality: SSI B2B InSSItes™ uses phone verification and precise profiling that follow the highest standards in the industry. As a proprietary panel, we’re constantly optimizing, growing and protecting it. Speed & Service: Our investments in people and technology over the past few years allow us to offer an uncompromising level of speed and service to deliver the highest levels of value and satisfaction to our clients. We’re confident that, when you power up with SSI, you’ll finish first. Ready to recharge? Stop in at www.surveysampling.com. ® info@surveysampling.com surveysampling.com
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