Allocate sufficient time for product discovery
Reaching out to customers, scheduling interviews, running usability tests — these activities all take time. But the clock does not stop when you finish recording a video call and download the transcript. Rushing can lead to lost learnings. You need to budget time to analyze what you gathered and synthesize the information, as well as take the next step based on what you learned. When preparing for a significant customer research project, you want to consider how you will integrate those learnings into the roadmap and the downstream impact of doing so.
Ensure involvement from cross-functional teams
Learnings from customer research should bring greater alignment across teams and a shared understanding of your users and their needs. Be sure to include stakeholders in the review process and make learnings readily available to relevant teammates. Collaboration throughout encourages shared ownership and alignment — which can help mitigate silos and lessen the potential for misinterpretations later on in the product development process.
Prioritize learning over established plans
Product discovery is an avenue for acquiring knowledge. It should not be viewed as a validation exercise. Be prepared for potential learnings to require shifts in the product roadmap. As you refine your understanding of customer problems and potential solutions, you might need to jettison what you had initially anticipated delivering. Do not let the fear of being wrong prevent you from building what is right.
Examples of how product discovery impacts product decisions
Now that we have outlined when product discovery happens and what you can expect to gain, let's go into a few real-world examples of how product discovery outputs evolve into product decisions that make it onto your roadmap.
We reviewed the most common triggers (product initiatives, market shifts, customer feedback, and data trends) and pondered a few scenarios. Now, let's consider some examples, from the moment of deciding to embark on a specific area of research to its conclusion as a definitive product decision.
Trigger | Learning | Action |
You are pivoting an existing product … and want to narrow in on core use cases.
| You learn a subset of your product could serve a niche, yet highly valuable use case ... prompting you to shift from your plan to target multiple use cases and instead focus on serving this one extremely well. | You begin another phase of discovery to identify how to best optimize this feature set … and scrap plans to explore features that are not relevant to the core use case. |
You are aware of a surge in competitor products … and while you think your product outperforms the others, the sales team is jumpy about customers leaving.
| You learn that to be successful, customers need to connect their work in your product with the tools other teams use … and although you have focused on enhancing core functionality, you have not added a new integration in more than a year. | You start planning an integration-focused release … and immediately begin conversations with the CTO about moving from a closed to an open API. |
You identify a decline in new user engagement metrics … but cannot find a correlation as to why. | You learn that users are frustrated with onboarding … not because of missing functionality in the product itself, but because account setup is confusing, takes too long, and leaves users unsure of what to do next. | You outline a product initiative to overhaul the onboarding experience … and in the meantime, you add a feature to the next release so you can remove a few unnecessary steps and streamline the instructional text in the current flow (even though it means deprioritizing a "fun" feature that internal folks are excited about). |
Product discovery is an iterative learning process that is fundamental to setting differentiated strategy and building user-centric offerings. By actively seeking and incorporating customer feedback and user insights gained through research, you can continuously improve your approach to product planning and ensure the final outcome is informed by evidence — rather than opinions or assumptions.