Who this is for
You're a UX researcher or research lead responsible for planning, running, and synthesizing research. In Xperius, you turn sessions and raw data into findings, findings into insights, and insights into published knowledge your whole organization can act on — without that knowledge disappearing into a slide deck graveyard. That's how research stops being a service and starts becoming organizational infrastructure.
What you have access to
As a Researcher, you can:
Studies — create and manage studies supporting your workflow from logging sessions, capture findings, craft insights, and automatically generate study reports
Insights — flesh out insights, what they are made of, what they inform, and generate reports for each key insight itself
Research programs — tie studies to strategic objectives and track research at the program level
Taxonomy — build and manage tags your team uses to code findings consistently across studies
Opportunities — identify, prioritize, and track research-backed opportunities from your studies
Showcase — publish reports of studies, insights, and opportunities and view basic usage analytics
Collections — group related published reports together around key themes
Qwin — utilize an AI chatbot to help scale your research operations from literature review, analysis, and stakeholder research assistant
You can use the complete Xperius platform to create, edit, and publish content. As a Researcher, you own the taxonomy — you set the standard other roles follow. If you need access to workspace-level settings, managing users, or configuring organization policies, you'll need an Admin role.
Your first 5 steps
Complete your account setup. After clicking Accept invitation in your invite email, set your password, fill in your profile details, set your avatar (upload a profile picture or use your initials). Click Set avatar to finish.
Set up your Taxonomy. Before you start tagging findings, build out the tags your team will use. Go to Data governance > Taxonomy in the main navigation. Click Take action to create your first tags — these are the shared labels your whole team uses to code findings and identify patterns across studies. Consistent taxonomy from the start saves a lot of backfilling later.
Bring your first study into Xperius. Navigate to Research activities > Studies in the main navigation. Click Take action to create a new study. You'll work through three setup tabs: Pre-study setup (name, type, research lead, team), Study time (sessions and session data), and Post-study wrap up (status, executive summary, associated insights). Set the status to Planning to start.
Capture findings and write insights. As you run sessions, log them under your study and start capturing findings. When patterns emerge, write your first insight — connect it to findings from your study and any supporting evidence from other studies. This is where the platform starts earning its keep: cross-study insight building, not just per-study notes.
Publish your report to the Showcase. When your study is ready to share, go to the Showcase display preview tab inside your study. Toggle on Publish in research portal to make it visible to others in your organization. This is how your work gets out of your working files and in front of the people who need it.
Tips & Tricks
Even with the best of tools, research can take a lot of deliberate efforts. These tips can help you fit Xperius into your workflow — and get more out of it.
Spend some time analyzing past studies first to get a first-pass taxonomy down before starting any studies within the platform. This taxonomy will be used by you, your collaborators, and Qwin to shape how analysis happens at your organization.
Before spending too much time importing historical studies into the system, get a feel for the system by building some studies from scratch using Xperius. Understand the limits and capabilities first. Then you'll be better equipped to see how historical data can be mapped in. (And, when you're ready, Xperius Services and Qwin are ready to help.)
Take advantage of data from past or peer studies in terms of findings and insights generated, bring them into your synthesis when relevant. You'll start to build richer connections within your research community.
Publishing requires communication as well (frequent and persistent). You are building up organizational muscles for leveraging research in their work. Yes, publish — but also surface past research when it's relevant to ongoing conversations, invite collaborators into analysis and opportunities, and connect to their workflows through integrations.