Understanding what people do
Contextual research, usability testing, task analysis, observation, simulation testing, click testing, heat maps.
UX Research · Customer Experience · Product & Service Research
Sometimes you know exactly what is wrong. Sometimes you just know something is off and the explanations you have so far are not good enough. Several things may be going wrong at once.
Tell me what you're trying to figure outStart here
Several of these may be happening at the same time. Scan the situations below and open the ones that sound familiar.
Select a situation to see what may be underneath it and how I have approached similar problems.
You're aware that something about the navigation, structure, terminology, or overall path through the experience isn't working as well as it should. Maybe people eventually get where they need to go, but not in the way you expected. Maybe it's hard to identify exactly where the problem is.
I've worked on improving information architecture, navigation, labeling, and task flow. That work has included card sorting, tree testing, contextual usability testing, click testing, and direct observation of where people get lost, hesitate, or make an unexpected choice.
Sometimes the screen is just where the problem finally becomes visible. Different teams may own different pieces of the experience. Handoffs may be unclear. Terminology may have evolved separately. Nobody may have a complete view of what happens from one step to the next.
In those situations, the work means looking across the service, the people involved, and the way responsibility moves through the organization, not just at what appears on the screen.
Something works, at least technically, but people hesitate, misunderstand it, abandon what they're doing, or come up with workarounds you never intended.
I've worked on identifying where people encounter friction, what they expected to happen instead, and whether the problem is tied to the design, content, workflow, or surrounding context. That work has included moderated and unmoderated usability testing, contextual research, task analysis, interviews, click testing, and observation.
Sometimes people are doing something strange for a perfectly good reason. They may be compensating for a policy, process, handoff, organizational constraint, or gap between channels that the interface alone cannot fix.
I've looked beyond the immediate interaction to understand what else is influencing behavior and where the experience stops lining up with the way people actually need to work.
Maybe people are abandoning a task, skipping a feature, failing to complete something, contacting support at a particular step, or taking paths through the experience that do not make much sense from the data alone.
I've used interviews, contextual research, usability testing, diary studies, focus groups, and other qualitative methods to understand what people expected, what they were trying to accomplish, where they became uncertain, and why they made the choices they did.
Drop-off or low engagement can reflect more than interface friction. Policy, process, prior interactions, channel handoffs, competing tools, or expectations set somewhere else can all shape what eventually shows up in product behavior.
The data may tell you where something happened. That does not mean it tells you where the problem started.
You may be considering a new product, service, feature, redesign, or major change and want to understand what could go wrong before the organization is too far down the road.
This is not risk management in the formal sense. It is about reducing avoidable uncertainty.
I've used concept testing, prototype research, comparative studies, usability testing, interviews, task testing, click testing, and unmoderated research to understand where different options hold up and where assumptions start to break.
At some point, someone has to pick a winner. Better evidence can make that decision less dependent on instinct, internal politics, or whoever argues the hardest.
Sometimes the more important question is whether the organization is solving the right problem at all, whether different groups are working from the same evidence, or whether an investment is being made on assumptions that have not been tested.
Research will not remove all risk. It can help make sure you are taking the risk with your eyes open.
You've redesigned it. Released updates. Changed the process. Added tools. Reorganized ownership. Maybe you've done all of those things.
And somehow, some of the same problems are still there.
At that point, the question is no longer just "How do we fix this?" It becomes "What keeps recreating this problem?"
I've looked across research findings, customer behavior, usability issues, and successive versions of an experience to understand which problems were actually resolved and which were moved somewhere else, temporarily reduced, or never addressed at the level where they started.
Sometimes the same handoff, ownership gap, policy, incentive, or disconnect between teams survives every redesign around it. The visible experience changes. The conditions producing the problem do not.
I've looked across the broader experience and across cycles of change to identify what stayed put while everything around it changed.
You may already have surveys, support tickets, research, reviews, analytics, frontline feedback, or several of them. The problem is not necessarily that nobody is listening. It may be that the information is scattered, important patterns are hard to see, or findings reach people who do not have a clear path to act on them.
I've worked on identifying gaps in what organizations know, where certain users or parts of the experience may be underrepresented, and what additional research could clarify what existing feedback cannot.
Sometimes the organization already has years of useful feedback. What is missing is a way to connect it across teams, establish ownership, decide what deserves attention, and make sure important findings can reach the people with the authority to do something about them.
There is not much value in collecting feedback forever if it has nowhere to go.
I've worked in environments where the harder challenge was building the connections, responsibilities, and governance that give existing evidence a path into actual decisions.
Product thinks the issue is usability. Operations sees a process problem. Customer support is hearing something else. Leadership may be working from a different set of signals again.
I've worked across research, product, service, and stakeholder groups to connect what each group is seeing, identify where the views overlap or conflict, and surface questions that still need better evidence.
Sometimes each group is doing perfectly reasonable work within its own area and the experience still breaks between them. Bringing those perspectives together can expose gaps, clarify assumptions, and show where more information is needed.
There are things you are never going to know for certain. That is just true. But not every important decision belongs in that category. If you are deciding whether to launch something, change it, keep funding it, or kill it, you should know as much as you reasonably can before you make the call.
Maybe a redesign is coming. Maybe a new service is launching. Maybe leadership wants to know whether the next round of changes made any difference at all.
I've worked on research designed to establish a starting point before changes are made, using measures such as task success, completion, comprehension, usability, confidence, satisfaction, or other indicators that make sense for the experience.
The important part is deciding what is worth measuring, how consistently it can be measured, and what would count as a meaningful change.
Otherwise you do the work, come back six months later, and discover you have no honest way to tell whether anything actually improved.
Sometimes the question is not what to build next. It is whether something that already exists is doing what it was supposed to do.
I've used interviews, usability research, surveys, behavioral evidence, and other forms of evaluation to understand whether people are getting the intended value and where the experience may be falling short.
People can like something that does not work very well. They can also complain about something that is still producing real value.
The useful question is what success was supposed to look like, what evidence would actually demonstrate it, and what the evidence you have can honestly support.
Methods, in context
Different questions call for different kinds of evidence. These are some of the ways I've approached them over the years.
Contextual research, usability testing, task analysis, observation, simulation testing, click testing, heat maps.
Interviews, focus groups, diary studies, structured group exercises, qualitative research.
Information architecture research, card sorting, tree testing.
Concept testing, prototype testing, comparative testing, unmoderated research, click testing.
Journey analysis, qualitative synthesis, behavioral analysis, longitudinal research, feedback analysis.
Benchmarking, baseline research, repeated measurement, program and service evaluation.
Research planning, evidence synthesis, listening-capability assessment, identifying gaps in existing feedback, and governance around how findings reach decisions.
Selected work
I worked on a feature inside a telehealth app intended to help patients discreetly signal that they had lost privacy during a video visit.
Research with people who had relevant lived experience surfaced risks and unintended uses that had not been adequately considered.
At that point, I did not think the responsible answer was to polish the feature and keep going. The question had changed from "Does this work?" to "Should this be released yet?"
I argued that it should not.
I was testing changes to an unsecured prescription-refill feature on a consumer pharmacy website when I noticed something odd: some people appeared to be trying to log in through the refill fields.
Nobody had asked me to investigate that.
But it kept happening across the variations being tested. Heat-map behavior supported the concern, and moderated research let me watch people do it directly.
At that point, deciding which variation performed better was almost beside the point. Both inherited the same problem.
I worked on a major redesign of a consumer pharmacy website whose navigation and terminology no longer reliably matched how people looked for information or understood common pharmacy tasks.
I used extensive card sorting and tree testing to help restructure the information architecture and evaluate whether people could actually find what they needed.
A recurring lesson was simple: people do not owe an organization an understanding of its internal vocabulary.
If the structure only works after the customer learns how the company thinks, the structure is asking too much of the customer.
I worked across a portfolio of more than 30 consumer-facing healthcare apps, where useful evidence was spread across analytics, private in-app feedback, public app-store reviews, research, and operational signals.
I regularly looked across those sources for patterns that deserved attention, including basic product-health issues such as crash rates that were not always being actively monitored elsewhere.
Sometimes the useful finding was not buried in an elaborate study. Sometimes it was simply recognizing that several small pieces of evidence were all pointing in the same direction and somebody needed to look.
I worked on digital healthcare services used by both patients and clinicians, including tools for remote appointments and concepts for helping clinicians recommend digital health applications.
That meant researching not only the patient experience, but also the clinicians and staff responsible for recommending services, setting up appointments, reviewing information, and supporting the experience behind the scenes.
A customer-facing service can look perfectly understandable until you see what the people on the other side have to do to make it work.
On a consumer pharmacy website, I researched experiences where misunderstanding the language could affect what people believed would happen to their medication, money, or next step.
That included whether customers understood when they would actually be charged for an order, how they interpreted "refill" versus "new order," and whether terms such as prescription transfer meant what the organization assumed they meant.
These were not vocabulary quizzes. People had medications to get and money to manage.
The point was to stop making them answer questions the service could have answered for them.
About
Often that work has happened in large or complicated environments where the problem did not fit neatly inside one screen or one team.
My background is in UX research and customer experience, with work spanning healthcare, government, digital services, and organizational research.
Much of that work has taken place in confidential or sensitive environments, so the original artifacts are not always something I can share publicly. And in a lot of research work, the most important outcome is not a dramatic visual before and after anyway.
What I can share is the kind of problem I was working on, how I approached it, what I learned, and how that evidence helped inform what happened next.
Contact
You do not need to know what kind of research you need. You do not need to have the problem perfectly defined.
Just tell me what is happening.