Case Study · UX Research & Strategy

Why an analytics platform built for 400 dealerships couldn't get anyone to talk

ATLAS had been serving Audi America's dealership network for a decade, but its social features had near-zero engagement — even among the few executives with early access. As first UX researcher at IXIS Digital, I discovered the problem wasn't missing features. It was the fear of looking incompetent.

40%
Faster product
decision cycles
3
Behavioral frameworks
created & adopted
400+
Audi dealerships
in target ecosystem
12
Months to build
research infrastructure
Company
IXIS Digital
Role
Senior UX Researcher & Strategic Product Contributor
Duration
Jun 2023 – May 2024
Location
San Francisco, CA
Context
First dedicated UX researcher at a B2B SaaS startup
ATLAS Business Intelligence Platform interface
01
The Challenge

When social media logic meets professional anxiety

ATLAS was a decade-old business intelligence platform designed to serve 400+ Audi America car dealerships — the flagship product of IXIS Digital's enterprise ambitions. The platform had been deployed internally with some Audi executives granted early access, but despite incorporating social features years earlier (chat, insight posting, activity feeds), engagement remained near zero. Almost no one was using it.

Leadership's initial hypothesis was familiar: we need more social media mechanics — notifications, gamification, performance dashboards.

Joining as their first dedicated UX researcher, I spent the first weeks conducting semi-structured interviews with data analysts across the platform. What I found reframed the entire product strategy: professional data sharing operates under fundamentally different psychological dynamics than social platforms.

The pressure to appear smart, the fear of looking confused, the absence of psychological safety — these weren't technology problems. They were human problems masquerading as feature requests.

Current disconnected state vs integrated vision for MRC workflows
Current disconnected resources vs. proposed integrated system vision — mapping the gap between what existed and what was needed
02
The Insight

From "Insights" to Questions, Concerns, and Thoughts

Through weekly semi-structured interviews with data analysts, a pattern crystallized: people weren't refusing to share because the platform lacked features. They were paralyzed by performance anxiety.

"Sharing 'insights' meant I had to sound brilliant. What if I'm wrong? What if my analysis is obvious? I'd rather say nothing."

— Senior Data Analyst, IXIS Platform User

The platform reinforced a toxic dynamic: only share if you're certain, only speak if you're smart. This is the opposite of how learning organizations function.

My intervention: The QCT Model

I designed three deliberately low-stakes entry points for participation:

?

Questions

"I don't understand this, can anyone help?" — Normalizing not-knowing as a legitimate form of participation.

Concerns

"Something feels off here, what am I missing?" — Creating space for productive doubt without requiring proof.

Thoughts

"Here's a half-formed idea, what do you think?" — Legitimizing incomplete thinking as contribution.

This wasn't a UI change — it was a psychological safety intervention grounded in behavioral science. Lower the stakes of participation, normalize uncertainty, reward collaborative thinking over individual brilliance.

The Bright Side vs. Dark Side Framework

Drawing from stakeholder engagement research — particularly the bright/dark side typology identified in Kujala, Sachs, Leinonen, Heikkinen & Laude's systematic review of engagement literature (Business & Society, 2022) — I developed a conceptual framework showing how engagement activities exist on a spectrum, and why copying social media tactics risked pushing professional collaboration toward destructive patterns.

Bright Side (Constructive)

  • Pragmatic: Context-dependent problem-solving, organizational development
  • Strategic: Financial performance, risk management, knowledge creation
  • Responsible: Legitimacy, trust, fairness, sustainability

Dark Side (Destructive)

  • Unintentional: Mistakes, misalignment, misconduct from poor incentive design
  • Intentional: False claims, performance theater, gaming metrics
Bright Side vs Dark Side stakeholder engagement framework
Framework mapping stakeholder engagement from constructive to destructive patterns
03
The Method

Provotyping to challenge hidden assumptions

I used my doctoral methodology — provotyping (provocative prototyping) — to surface stakeholder assumptions that would never emerge in traditional requirements gathering. Early, deliberately rough prototypes forced conversations about questions the team hadn't thought to ask:

These provocations revealed valuable insights about the organization: IXIS was navigating a natural tension between innovation speed and methodological rigor. The team brought together diverse backgrounds — from PhD-level design thinking to decade-tenured operational expertise — creating a dynamic where different perspectives on "moving fast" coexisted productively.

My goal was to introduce a research-driven approach that brought complexity to the surface early, when addressing it is most cost-effective. In a startup environment, this meant adapting academic rigor to business velocity.

Collaborative whiteboard session mapping user workflows
Collaborative workshop mapping actual workflows vs. idealized assumptions — surfacing gaps between how the team imagined usage and how users actually experienced the platform

Research cadence

  • Weekly: Semi-structured analyst interviews surfacing behavioral patterns
  • Biweekly: C-level presentations translating findings into strategic decisions
  • 2-week cycles: Agile sprints converting research into product iterations

Cross-functional translation

Every finding required three translations: academic rigor for my research integrity, business impact language for executive buy-in, and implementation clarity for engineering. This constant code-switching became one of the most valuable skills I developed.

04
The System

Research Bytes and the engagement ecosystem

To address ATLAS's low internal engagement, I created Research Bytes — a weekly "dosage of research insights and inquiries" distributed through the company intranet and Slack. This wasn't traditional research reporting. It was a strategic communication infrastructure designed to challenge assumptions and start conversations across the entire organization.

Research Bytes title slide
Research Bytes: Weekly dosage of research insights and inquiries — designed to provoke, not just inform

Three-circle research philosophy

#User-Insights

User-Centered Design

Understanding people: mental models, motivations, persona journeys, engagement patterns

#Competitor-Insights

Competitive Landscape

Understanding context: emerging features, competitive value, ecosystem synergies

#Design-Vision

Design-Centered Innovation

Building better futures: organizational change, cultural awareness, behavior change

Three-circle Venn diagram showing research philosophy
Three research philosophies converge in design research strategies

Structured format for accessibility

Each Research Byte was designed as a self-contained artifact: research category, key finding written as user mental model, contextual description, original participant quotes, visualization, discussion triggers, and database links for deep dives. Posted weekly to Atlas Newsfeed, shared in Slack (#product_strat, #general), and discussed biweekly in UXR Zoom meetings.

"Sometimes, the best insight is not the one that validates your idea; it is the one that challenges your assumptions and provides an alternative point of view that makes you feel uncomfortable."

— Research Bytes Philosophy
Example Research Byte
Example Research Byte: Car dealers anxious about data aggregation across channels — showing how insights were packaged for organizational consumption

Beyond Research Bytes: The engagement ecosystem

My work extended into designing a comprehensive engagement system — moving from individual features to interconnected infrastructure:

Communication management

Guided workflows for three organizational processes: Advice Process (seeking input before decisions), Consent Process (ensuring stakeholder alignment), and Consensus Building (facilitating group agreements).

Guided data workflows

Structured pathways reducing friction in professional knowledge sharing — making the act of contributing feel safe and purposeful rather than risky and performative.

Persona psychological profiles

Three primary personas mapped across mindsets, motivations, anxieties, excitement triggers, and goals — not demographic profiles, but psychological landscapes for personalizing the experience.

👤
Jeremy
General Manager
Mindset
Results-oriented, wants BI to drive dealership performance
Anxiety
Being held accountable for numbers they don't fully understand
Three onboarding personas with psychological profiles
Three primary user personas mapped across mindsets, motivations, anxieties, excitement, and goals
05
Impact & Reflection

What I built, what I learned, and what I'd do differently

Working at IXIS as their first dedicated UX researcher gave me unprecedented access to C-level strategic decisions and direct impact on product direction. The company's youth and agility meant I could experiment with research methodologies that would take years to pilot in established companies.

My work visa limited me to 12 months — a constraint that forced ruthless prioritization and shaped everything about how I approached the work.

What was deployed

Deployed
QCT engagement model — Shifted the platform paradigm from performative intelligence to psychological safety
Deployed
Research Bytes system — Established an organizational standard for research communication, still in use after departure
Deployed
Automated reports feature — Reduced analyst workload and freed time for higher-value interpretation
Deployed
Bright/Dark Side framework — Introduced ethical lens for evaluating stakeholder engagement design decisions
Designed & Documented
Comprehensive onboarding system with three persona psychological profiles
Designed & Documented
Full engagement ecosystem — MRC workflows, guided communication protocols, consent processes

What I learned

Velocity requires sacrifice

In 12 months, I had to choose between perfect comprehensive research and rapid iterative insights. I chose velocity — and learned that well-timed partial insight beats perfectly-timed complete insight every time.

Frameworks outlast features

The QCT model, the Bright/Dark Side framework, Research Bytes as a template — these thinking tools don't disappear when the researcher leaves. They become part of how the organization thinks.

Small companies aren't easier

They're different. Limited resources mean every research initiative must justify itself immediately. But the direct access to strategic decisions compensates with an impact-per-effort ratio larger companies can't match.

Design for handoff from day one

Documentation is survival. When you leave, your frameworks must be self-explanatory. This constraint made me build systems — not reports — creating research infrastructure that sustains beyond the researcher.

If I did this again

  1. Start with quick wins — Prove research value with immediate impact before proposing comprehensive systems
  2. Build strategic allies earlier — Identify champions in the first two weeks and invest in those relationships
  3. Document obsessively from day one — Every framework, every methodology, every insight should be self-explanatory for whoever comes next
  4. Assume you won't implement — Design every system to be transferred, not just explained
Methods & Tools

Research approaches

Semi-structured Interviews Provotyping Collaborative Whiteboarding Persona Development Mental Model Mapping Behavioral Science Frameworks Visual Storytelling

Stakeholder management

Weekly Analyst Interviews Biweekly C-level Presentations 2-week Agile Cycles Cross-functional Translation

Frameworks created

QCT Engagement Model Bright/Dark Side Framework Research Bytes System Atlas Engagement Model Guided Workflow Systems Onboarding Psychology Profiles

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