Elevating Qualitative Fieldwork: Innovate Despite Business Challenges

Aug 23, 2024

Connecting with consumers in a meaningful way is tougher than ever - even as tech and society keep evolving and people should be more connected – in theory. Then there's the never-ending push to do things faster and cheaper - but that often means research quality takes a hit. And don't even get us started on trying to adapt methods for different generations - it's like hitting a moving target. At the end of the day, they still need to produce insights that actually make a difference, all while keeping their research rock-solid. It's a lot to juggle, to say the least. Let's face it: qualitative fieldwork isn't getting any easier. But there are ways to get back to making a real connection with consumers.

Our President and Chief Insight Seeker Isabelle Landreville shared some tips in her session at the IIEX North America conference.

"Qualitative fieldwork is a life experience," said Isabelle. "Success is defined by participants being truly authentic, honest, and extremely generous with us."

In short, qualitative fieldwork is a vital aspect of market research that involves direct engagement with participants to gather rich, nuanced insights.

Meaningful connections in changing fieldwork environments

Connecting with participants meaningfully is crucial in qualitative fieldwork. This task becomes more complex as technology and societal norms shift. That’s why we focus on making participants feel safe and engaged.

"The ultimate goal of any qualitative fieldwork should be to make participants feel thoroughly felt," Isabelle explained. "They should feel like they were heard and respected."

This focus isn't only about being ethical. It's about getting the best insights possible. When they feel understood, people share richer, more honest responses.

And that doesn't mean technology shouldn't be used. It can be and using AI tools creatively can enhance engagement in fieldwork, especially with younger participants.

"With Gen Z, especially, we've been having fun with AI and bringing AI into the fieldwork," Isabelle said. "For example, we use DALL-E and iPad Pros to create brand worlds. We ask, 'If this brand was a world, what would it look like?' We can literally create the world in the focus group as part of the conversation."

Balancing speed, cost, and quality in fieldwork

The pressure to make qualitative fieldwork faster and cheaper is constant. However, compromising quality and participant experience can damage the entire process -  and the outcomes. Use innovative approaches that maintain research integrity.

"Always ask, 'How will this benefit my participants and my research?'" Isabelle advised. "Technology should augment and enrich the experience, not be the experience."

Understanding the purpose of the fieldwork from the outset is a crucial component to get this right as well. Knowing what decisions the work will influence streamlines the research process while ensuring it remains impactful.

Adapting fieldwork to different generations

Adapting qualitative fieldwork methods for different generations is a key challenge. What works for Baby Boomers may not work for Gen Z. We stay aware of social trends and generational differences to use the right research strategies at the right times and with the right set of participants. A think tank can help here.  

"We developed a think tank years ago," Isabelle explained. "It's made up of multiple experts including child psychologists, psychiatrists, real estate agents, research chairs from Canada, and life coaches. This allows us to keep tabs on what it means for people to feel safe and engaged across different life stages and societal trends."

This flexibility extends to the overall fieldwork design, too. While it's important to have a plan, leave room for unexpected discoveries. Be prepared to explore new themes as they emerge.

Balancing innovation and ethics in qualitative fieldwork

Innovation in qualitative fieldwork must always consider advocacy for the consumer.

"Speak up, be an advocate for participants, don't commoditize them," she urged. "We are human beings trying to better understand other human beings. It's not going to be perfect, but we need to focus on creating the best experience for our participants."

This stance isn't just about doing the right thing. It's about getting the best results. The quality of insights improves when researchers treat participants with respect.

Producing actionable insights from fieldwork

The ultimate goal of qualitative fieldwork is to produce insights that drive business decisions. That starts at the beginning.

"We should always ask ourselves, 'How can we connect with that person in the best possible way?'" said Isabelle. "This question guides researchers towards methods that truly serve both the participants and the research objectives."

By focusing on the decisions the fieldwork will influence, researchers can ensure their methods and analysis produce actionable results. Isabelle recommends always providing recommendations and actions based on the insights gathered.

"When we see those get integrated into whether it's a long-term strategy or into a business decision, we count that as success," Isabelle noted. "We have to understand the business in order to be able to say we'll be successful or not."

Handling challenging participants in fieldwork

Even with the best approaches, researchers sometimes face challenging participants during fieldwork. Isabelle offers advice for working with highly educated participants.

"Make sure you schedule more time.” Isabelle explained. “Give them at least 30 minutes and say, 'This is the topic, this is why we're here, this is what I need to know.' And then you let them have 20 minutes of just going through it, and you say 'Great, thank you.'"

Innovation involves some level of risk-taking. That can mean stepping out of your comfort zone. While tried-and-true methods have their place, taking calculated risks can lead to breakthroughs.

As society changes, fieldwork methods must evolve, too, but never at the cost of losing that meaningful connection to the consumer.

Conclusion

Qualitative fieldwork will continue to evolve. However, the core principles will stay the same. These include respecting participants, prioritizing authentic human connection, and remaining flexible.

New technologies like AI offer exciting possibilities for qualitative fieldwork. However, these tools should enhance human interaction, not replace it.  

"Innovation in qualitative fieldwork isn't just about tools," Isabelle emphasized. "It's a skill and a mindset that can be cultivated. Given that no two qualitative projects are alike, there are endless opportunities to practice and refine this skill."

Qualitative fieldwork balances art and science. It requires technical skill, emotional intelligence, and ethical commitment. It also requires a willingness to innovate. As the field grows, researchers who maintain this balance will uncover the deepest insights.

"Life gets messy, lean into it," Isabelle concluded. "Trust yourself, have faith and trust people. Go for it and enjoy the ride."

Our approach to qualitative fieldwork emphasizes the importance of constant innovation, ethical considerations, and a deep understanding of both participants and business needs.  

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