Work Examples | Jonathon A Korum

My Procces

Whether I'm running my own research projects or managing a team doing research, I always follow a consistent process to ensure the research is built on a solid foundation, with clear objectives, in order to deliver insightful and actionable results.

Goal

Identify/understand research need(s), project constraints (e.g., timing, budget, etc.), assumptions/hypotheses, intended use for learnings, participant requirements, and consolidate all existing data and insights.

Audience

Key Stakeholders, ideally a cross-functional working team (e.g., Product, Design, Engineering, etc.)

Time

2 hours - 2 weeks

Goals

Create a research plan, based on information gathered during scoping, including research objective(s), method(s), recruiting strategy, and timeline, and review with stakeholders to ensure everyone is aligned on the approach.
Create materials required to complete research (e.g., recruitment screener, facilitator guide/survey questions/exercise setup, notetaking guide, etc.)
Connect regularly with the project team to ensure continued alignment on approach, making revisions as necessary.

Audience

Main project team (e.g., Product, Design, Engineering), research partners (e.g., Data & Analytics, CX/Market Research, etc.), senior leadership.

Time

1 Day - 1 Month

Output

Finalized research plan & timeline
Research materials

Goal

Translate data gathered from research activity into actionable learnings and insights tied to the agreed-upon research objectives.

Audience

Main project team and research partners as applicable (note: group analysis is usually agreed upon during the 'plan' phase and is typically dependent on research method and/or timing constraints for the project).

Time

4 hours - 2 weeks

Outputs

Shareable findings deliverable (e.g., power point, email, word doc, journey map, affinity map, persona(s), etc.)
Findings spreadsheet/affinity map
Video Clips
Participant patterns & verbatims

Goals

Present and discuss research findings, insights, and recommendations with key stakeholders and main project team.
Share research deliverable(s) in a central location so research can be easily referenced in the future as needed.
Follow up, as necessary, with main project team to ensure research findings and insights are being actioned upon.

Audience

Key stakeholders, main project team, research partners

Time

1-5 days

My Work

Corporate Onboarding

Generative Research
Qualitative
5 research activities in 6 months
B2B w/challenging recruiting

Background

All product teams under the CCI Banking segment were tasked with creating a seamless new digital solution.

Action

To help teams understand the full customer experience and see the similarities across products, 5 generative research activities were completed on the onboarding experience as a first step.

Outcome

60% reduction in employee effort per onboarding event.
8% increase in annual revenue ($200M)

More Details

Fund my Business

Generative & evaluative research
Qualitative
18 research activities in 8 months
B2C (small business owners)

Background

Create a world-class digital loan application for small business owners.

Action

Completed 4 generative and 14 evaluative research activities over an 8-month product development cycle.

Outcome

Successful product launch with CSAT over 70% target.
66% reduction in funding time for new small business loans.

More Details

Mobile Check Deposit Limits

Discovery Survey
Quantitative
3 weeks
B2C

Background

Determine if deposit limits and fund holds are barriers to using mobile check deposit (MCD) functionality.

Action

Created and launched an 18-question survey that explored current U.S. Bank customers' MCD habits and feedback.

Outcome

App performance & ease of use more important than limits/holds
Product roadmap shifted to prioritize feature awareness and performance/ease of use improvements.