Research
Market research, on file.
The market studies done before any line moves past structured: the customer, the member persona, and the registers that hold every item and its status.
- Customer demographics
- Member personas
- Master research database
- Contradiction register
- Research queue
Market studies on file
Customer demographics
Which businesses each line is for.
Which business industries matter most to a specialty finance and insurance platform, and why, read for the Finance and Insurance lines; desk research complete, awaiting a human read.
Member personas
Who a member might be.
Studies for the Asset management line: a persona filled from industry data as a proxy, no interviews held, and a demographics read that extends it.
Master research database
Every study, kept in one place.
The register and the queue every research item sits in, each with a status, an owner and a record file; structure and status only, nothing human-verified or acted on.
Contradiction register
Where two sources disagree.
Where two research sources disagree, both sides are stated, the primary source that would settle it is named, and the call is left to a person or to counsel.
