Workshop: Scaling Up Your Research Operations the WeWork Way

Postlight: 101 Fifth Avenue, NY, NY November 8, 2017 9:00 am - 5:00 pm

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Tomer Sharon


Organizations who offer products and services often conduct a lot of research with their existing and potential customers. As organizations, offerings, and research all grow several serious problems occur:

  1. Bad memory. The organization becomes bad at connecting the dots between pieces of knowledge and wisdom created and collected through time.
  2. Research silos. Many departments and teams conduct research in the organization yet there is no one way to make sense out of ALL the piles of data being collected.
  3. Reports. The atomic unit of a research insight is almost always long, fluffy reports centered on what was found in a study and are not granular enough to be used in the future. Many studies start with specific goals but end up finding additional important data. Reports fail to convey this data and make it accessible in the future.
  4. Research dictatorship. The only people “allowed” to come up with conclusions after research studies are completed — are researchers. Teams and individuals with product ideas need trained researchers to conduct valid and reliable studies that yield useful knowledge. These researchers are the only ones with access and supposedly memory about past research.

The Polaris system is designed (and has proven) to solve all of these problems. During the workshop you will learn and practice the creation and usage of a system that will help your organization engage more with research, and take better product roadmap decisions. You’ll define the atomic unit of a research insight, understand considerations for creating such system, and get the tools required to build one on your own.


  1. What is the Polaris system and how it works.
  2. Understand considerations for putting the Polaris system in place
  3. Develop a taxonomy for classifying insights.
  4. Understand and practice adding insights to Polaris.


  • 9:00-10:00: Learn
    • Big challenges with customer insights
    • Introduction to Polaris
    • Defining a research nugget
  • 10:00-2:00: Try
    • Exercise 1: Atomic units of research findings
    • Exercise 2: Taxonomy of nuggets
    • Selecting a tool for Polaris
    • Connecting observations with evidence
    • Exercise 3: Transforming user interviews into nuggets
  • 2:00-5:00: Share
    • Teams present their work
    • Dealing with logistics (recruiting, recording, cadence)
    • Polaris use cases you can learn from
    • Promoting Polaris among stakeholders
    • Q&A