Getting Started with ResearchStudio

Getting Started with ResearchStudio

This guide will help you get familiar with ResearchStudio and start analyzing your qualitative data by:
 
  1. Creating a workgroup and inviting/adding members
  2. Creating a project
  3. Uploading research data
  4. Applying tags to data/Tagging your data
  5. Analyzing and visualizing data using filters and charts
  6. Generate and share actionable insights
  7. Create, share, and publish detailed reports
 
Click here for a quick overview of ResearchStudio. 

1. Create a workgroup and invite your team

A workgroup is a repository of all your research projects and also the team members who would be working on them.
  1. Click the Workgroup dropdown located beside the user guide link, to create a new Workgroup.
  2. Then, click the Settings icon located on the left pane and click the Invite Members option to add team members to your workgroup.
Click here for the detailed steps.

2. Create a project and add team members

A project is an exclusive space to store all data, observation, insights, and reports specific to a research project.
  1. Click the Projects tab located in the left pane, and click  New Project to create a new project.
  2. Open the project and click on the + next to your profile picture to add the desired members your project. Note that only those users who've already been added to the Workgroup can be added to a project.
Click here for the detailed steps.

3. Upload research data

You can import your research data in different formats, such as a CSV file, TXT file, DOCX file, audio or video file.
  1. Click Study Data and then the Upload Data button to import your data into ResearchStudio.
  2. You can also use the Start New Session button to conduct live audio/video interviews with your subjects and save the file. You can take notes to add more details to the responses being provided by the subject.

Cleansing your data

To cleanse CSV files, you can select the Edit option to open it in a Sheet and make the desired changes. For audio or video files, you can transcribe them and then edit the transcribed text for accuracy.

4. Synthesize or categorize the collected data

Highlighting key details in the data and applying appropriate tags to each highlight is the next step.

Manual data synthesis

  1. First, select the required file from the Study tab and use the Copy to project in More options to add the data to the selected project as a note.
  2. Open the note, select the content that you wish to highlight, and select the tags that you wish to assign to the selected content. Besides helping you to locate the desired highlights easily, tagging also helps you to quantify the data.

Fully AI-driven data synthesis

You can leverage AI to generate the tag taxonomy and also apply them to your study data.
Open the desired file from the Study Data tab and click Generate & Tag with AI to generate tag taxonomy and click Save and Apply Tags to apply the generated tags to the data automatically with AI.

5. Analyze and visualize your data

Once you categorize the data, the next step is to analyze the key details from the segregated data.

Viewing all highlights

Click the Highlights tab inside a project to view all tagged highlights, which are the useful and key information from the collected data.

Filtering and visualizing data using charts

You can use the built-in filters to focus on the specific areas and visualize the results in the form of charts to sport trends and other vital information.
  1. Click the Charts tab to view the data in the form of charts. By default, the tags applied to all the highlights will be used in the charts.
  2. Use the Choose an analysis type dropdown to pick an analysis and focus on the exact data that you need.
  3. Click on the dropdown to add a chart to your chart collection. You can pick and use a chart from here in all your insights and reports.

6. Generate and share insights and reports

Curating and sharing your findings with your team and all stakeholders in an easily consumable manner is the next and crucial step. You have to communicate the findings with appropriate recommendations and action plan, backed by data.

Insights

Insights are nuggets of important information that you unlock while analyzing the highlights and correlating the relationship between different insights.

Fully automated AI-driven insights generation
This option allows you to use AI to generate actionable insights from your data.
  1. Open the desired file from the Study Data tab and click Generate Quick Insights to leverage generative AI to generate actionable insights from your data. The insights will be stored within the project that you specify.
AI-augmented insights generation
  1. Click Insights and then New Insight to open a text editor (powered by Zoho Writer) in which you can mention your insights with the required details and also back them up by using the appropriate charts that you generated by analyzing your data.
  2. Click Add to insert the appropriate charts (from your collection) and highlights to support your insights. Once you create an insight, click Share to share it with specific users or publish it. 

Reports

A report is a detailed description of all aspects of your research project, especially your findings and a detailed action plan.

Fully automated AI-driven insights generation
This option allows you to use AI to generate detailed reports from your data.
Open the desired file from the Study Data tab and click Generate Reports to use AI to generate detailed reports with insights and action plans, based on your data. The reports generated will be stored within the project that you specify.

AI-augmented report generation
Click Reports and then New Report to launch the editor to create a new report. You can use the Add option to insert the required charts and highlights in your report to substantiate your findings and action plan. You have the Share option to make your report accessible to all the required stakeholders.

Info
Please write to us if you want us to guide you with the steps or if you need more details.
Schedule a free demo and one-on-one session with our product experts. 

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