Be Aware When Conducting Research Among Mobile Respondents

Posted by Julie Kurd

Tue, Oct 28, 2014

mobile, cmb

Are you conducting research among mobile respondents yet? Autumn is conference season, and 1,000 of us just returned from IIR’s The Market Research Event (TMRE) conference where we learned, among other things, about research among mobile survey takers. Currently, only about 5% of the market research industry spend is for research conducted on a smartphone, 80% is online, and 15% is everything else (telephone and paper-based). Because mobile research is projected to be 20% of the industry spend in the coming years, we all need to understand the risks and opportunities of using mobile surveys.  

Below, you’ll find three recent conference presentations that discussed new and fresh approaches to mobile research as well as some things to watch out for if you decide to go the mobile route. 

1. At IIR TMRE, Anisha Hundiwal, the Director of U.S. Consumer and Business Insights for McDonald’s, and Jim Lane from Directions Research Inc. (DRI) did not disappoint. They co-presented the research they had done to understand the strengths of half a dozen national and regional coffee brands, including Newman’s Coffee (the coffee that McDonald’s serves), around 48 brand attributes. While they did share some compelling results, Anisha and Jim’s presentation primarily focused on the methodology they used. Here is my paraphrase of the approach they took:

  • They used a traditional 25 minute, full-length online study among traditional computer/laptop respondents who met the screening criteria (U.S. and Europe, age, gender, etc.), measuring a half dozen brands and approximately 48 brand attributes. They then analyzed results of the full-length study and conducted a key driver analysis.
  • Next, they administered the study using a mobile app for mobile survey takers among similar respondents who met the same screening criteria. They also dropped the survey length to 10 minutes, tested a narrower set of brands (3 instead of 6), and winnowed the attributes from ~48 to ~14. They made informed choices about which attributes to include based on their key driver analysis (key drivers to overall equity, and I believe I heard them say they added in some attributes that were highly polarizing).

Then, they compared mobile respondent results to the traditional online survey results. Anisha and Jim discussed key challenges we all face as we begin to adapt to smartphone respondent research. For example, they tinkered with rating scales and slide bars by setting the bar on the far left at 0 on a 0-100 rating scale for some respondents and then setting it at the mid-point for others to see if results would be different. While the overall brand results were about the same, the sections of the rating scales respondents used differed. Further, they reported that it was hard to compare detailed results for online and mobile because different parts of the rating scales were used in general. Finally, they reported that the winnowed attribute and brand lists made insights less rich than the online survey results.

2. At the MRA Corporate Researcher’s conference in September, Ryan Backer, Global Insights for Emerging Tech at General Mills, also very clearly articulated several early learnings in the emerging category of mobile surveys. He said that 80% of General Mills’ research team has conducted at least one smartphone respondent study. (Think about that and wonder out loud, “should I at least dip my toe into this smartphone research?”) He provides a laundry list of the challenges they faced and, like all true innovators, he was willing to share his challenges because it helps him continue to innovate.  You can read a full synopsis here.

3. Chadwick Martin Bailey was a finalist for the NGMR Disruptive Innovation Award at the IIR TMRE conference.  We partnered with Research Now for a presentation on modularizing surveys for mobile respondents at an earlier IIR conference and then turned the presentation into a webinar. CMB used a modularized technique in which a 20 minute survey was deconstructed into 3 partial surveys with key overlaps. After fielding the research among mobile survey takers, CMB used some designer analytics (warning, probably don’t do this without a resident PhD) to ‘stitch’ and ‘impute’ the results. In this conference presentation turned webinar, CMB talks about the pros and cons of this approach.

Conferences are a great way to connect with early adopters of new research methods. So, when you’re considering adopting new research methods such as mobile surveys, allocate time to see what those who have gone before you have learned!

Julie blogs for GreenBook, ResearchAccess, and CMB.  She’s an inspired participant, amplifier, socializer, and spotter in the twitter #mrx community so talk research with her @julie1research.

Topics: Data Collection, Mobile, Research Design, Data Integration, Conference Insights

Fighting to the Death with a Zombie: 3 Important Lessons on Teamwork

Posted by Jordan Evangelista

Wed, Oct 22, 2014

cmb, teamworkNever in my life did I think I would be running away from a zombie, but that’s exactly what I did on a recent adventure. I embarked on this journey with eleven of my coworkers and friends. We went to the Room Escape Adventures studio in Charlestown, Massachusetts where we were assigned a complicated task: escape a room with a hungry zombie in it. The zombie was chained to the wall; however, every five minutes, the chain extended, and the zombie got closer and closer with the intent of having us for a full-course dinner. In order to escape the room in one hour, we were left no choice—our survival depended on us working together to follow the clues and solve the puzzles for the key that would lead us to freedom.Failed Flesh or Triumphant Team?

I’m proud to say that we successfully worked together to find the key and escape the room before the hour ended. Mind you, only one-third of the teams who have participated in this challenge have escaped the zombie’s clutches.

What made us a high performing team?

  1. We worked together with one common goal. It was clear that none of us wanted to be the zombie’s dinner, so we quickly regrouped, adapted to the environment, and worked together to achieve a superior result. While we don’t have zombies chasing us here at CMB, the need to work toward a common goal as a group is the same. Our common goal is simple—help our clients achieve success in their markets and potential markets—and we do this through getting our clients to focus on specific business decisions when scoping out research, which ensures superior results are achieved.
  2. We trusted each other and kept the lines of communication open. This challenge allowed us to really think outside of the box, and while some crazy ideas worked, some didn’t. The important thing is that we kept communicating, and we trusted each other enough to try everyone’s outlandish plans, which eventually led us to the key. We value similar things here at CMB—trust, teamwork, and open communication are paramount, and those are the values that drive the rock solid execution for all of our client projects.
  3. We let our passion and talent shine through. My team eagerly went straight to work figuring out the first clue. Each of us has a distinct personality and a diverse set of strengths, so we each found ourselves playing different roles in the effort to escape the room. For example, one of my friends put her organizational skills to work by keeping track of each clue we solved in case past clues were needed again. At CMB, we do the same thing. We work on projects we’re passionate about, and each of us brings our own unique set of skills to the table. This allows us to do world-class research with clients from a variety of industries.

The zombie went home hungry, but the experience reminded me about the importance of teamwork and how these three factors can contribute to a team’s success. At the end of the day, I’m just happy my flesh is intact.

Jordan is an Associate Researcher at CMB. You can catch him at any of the Boston music venues for a concert, lounging on the Jamaica Pond, or actively avoiding the walking dead.

Speaking of teamwork, we would love to have YOU on our team! Check out our open positions:

Open Positions

Topics: Chadwick Martin Bailey, Boston, CMB People & Culture

Tablet Purchase Journey Relies Heavily on Mobile Web

Posted by Chris Neal

Thu, Oct 16, 2014

consumer pulse, tabletsWe all know the consumer purchase journey has changed dramatically since the “mobile web” explosion and continues to evolve rapidly. In order to understand the current state of this evolving journey, CMB surveyed 2,000 recent buyers of tablets in the U.S. We confirmed several things that we expected to see, but we also busted a few myths along the way: 

1. TRUE: “Online media and advertising are now essential to influence consumers.”

  • Reading about tablets online and online advertisements are the top ways in which consumers learn about new brands or products. [Tweet this.]
  • Nearly everyone we surveyed does some type of research and evaluation online before buying—most commonly using online-only shopping sites (e.g., Amazon, eBay, etc.), general web searches, consumer electronics store websites, review websites (e.g., CNET, Engadget, etc.), or tablet manufacturer websites.

2. TRUE: “The mobile web is becoming more important in the consumer purchase journey.”

  • Over half of buyers use the mobile web during the research and evaluation phase, and nearly 40% of buyers do so as a part of the final purchase decision (although very few people actually purchase a tablet using a mobile device). [Tweet this.]

3. FALSE: Mobile applications are becoming very important in the consumer purchase journey.”

  • Although the mobile web is now highly influential, very little purchase journey activity actually happens from within a mobile application per se. This could be because tablet purchasing isn’t something that happens frequently for more individual consumers (high-frequency activities lend themselves better to a dedicated app to expedite and track them). [Tweet this.]

4. FALSE: “Social Media is becoming very important in the consumer purchase journey.”

  • The purchase journey for tablets is indeed very “social” (i.e., word-of-mouth and consumer reviews are hugely influential), but precious little of this socialization actually happens on social media platforms in the case of U.S. tablet buyers. [Tweet this.]

5. FALSE: “The Brick and Mortar Retail Store is Dead.”

  • The rise of all things online does not spell the death of brick and mortar retail in the consumer electronics category. In-store experiences (including speaking with retail sales associated and doing hands-on demos of tablets) were one of the top sources of influence during the research and evaluation phase, regardless of whether they ultimately bought their tablet in a physical store. 
  • Next to ads, in-store experiences were the top source of awareness for new tablet brands and models. 41% of those who learned about new makes/models during the process did so inside of a physical retail store. [Tweet this.]
  • Half of all buyers surveyed actually bought their tablet in a physical retail store. [Tweet this.]

6. TRUE: The line between “online” and “offline” purchase journeys is becoming blurred.

  • Most people use both online and offline sources during their purchase journey, and they typically influence one another. People doing research online may discover that a tablet model they are interested in is on sale at a particular retailer. At the same time, something a retail sales associate recommends to a shopper in a store may spur an online search in order to read other consumer reviews and see where they can get the recommended model the cheapest and fastest. Smartphone-based activities from within a retail store are just as common as interacting with an actual salesperson face-to-face at this point. 

The mobile web is undoubtedly here to stay, and how consumers go about making various different buying decisions will continue to evolve along with future changes in the mobile web. Here at CMB, we will continue to help companies and brands adapt to these shifts.

Download the full report. 

For more on our mobile stitching methodology, please see CMB's Chris Neal's webinar with Research Now: Watch the Webinar

Chris leads CMB’s Tech Practice. He enjoys spending time with his two kids and rock climbing.

Topics: Technology, Mobile, Path to Purchase, Advertising, Consumer Pulse, Passive Data, Retail, Customer Journey

Going to QRCA Conference or TMRE? Come See Us!

Posted by Kirsten Clark

Tue, Oct 14, 2014

We’ve been gearing up all season for two conferences later this month, and the time has almost come. Will you be at the QRCA conference or TMRE? If so, you should check out our presentations!

qrca conferenceAnne Hooper, our Director of Qualitative Services, is headed down to the one and only New Orleans, Louisiana for the QRCA Conference! She’ll be enjoying the warmer weather, experiencing Cajun food, and giving a presentation entitled Get More Business by Partnering with a Full Service MR Firm. Her presentation will explain how QRCs get on our radar and what is required within the vetting process when working with a full service firm such as Chadwick Martin Bailey. Attendees will also obtain insight into how CMB chooses our partners at the outset (RFP stage) and/or after a project has been won. This presentation will address the logistics of working together from multiple points of view (i.e., sales, project management, accounting)—focusing on what works (or doesn’t work!) for CMB in this context. The session will conclude by addressing what a QRC can do to keep the relationship moving forward, thus increasing the chances of getting more work from full service firms on an ongoing basis. You can see her present on tomorrow—Wednesday, October 15 at 2:30PM.

newgen tmreNext week, we’ll be heading down to sunny Florida for TMRE! We’ll spend our time catching up with our wonderful clients, sharing insights, networking, and hopefully catching a glimpse of that bright Florida sun. If you’ll be there, you should check out a presentation from our own SVP of the Financial Services Practice, Jim Garrity, and Aflac’s Senior Market Research Manager, Kelly Bowie. Their presentation, entitled Quacking the Code of Customer Loyalty: An Aflac Case Study, will discuss why old benchmarks are no longer as meaningful for companies tracking customer satisfaction. In this presentation, you’ll learn how Aflac has adapted its customer loyalty program by leveraging dynamic benchmarking and other storytelling components to ensure that it drives the change necessary to maintain a strong market position. You can catch them in the Brand Insights & Engagement track on Tuesday, October 21 at 11:30AM.

We can’t wait to see you!

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Topics: Conference Insights

Light the Night: Our Story

Posted by Catherine Shannon

Wed, Oct 08, 2014

ltn

In February of 2008, I was diagnosed with Hodgkin’s Lymphoma. That year, my coworkers formed a Light the Night team as a way to rally around me and show their support as I began my two year journey to kick cancer’s butt! The Light the Night Walk is the Leukemia and Lymphoma Society’s (LLS) annual fundraising event. The walk starts at dusk and everyone carries a lantern that is lit from within. There are three different types of lanterns: a red lantern shows support, a white lantern represents a survivor, and a gold lantern represents the memory of a lost loved one. It pays tribute to those who have fallen to this terrible disease and brings hope to those still battling cancer. This Thursday, CMB will be participating and walking as a team for the seventh year in a row.Since we started the walk, we have raised over $65,000 for LLS. And, in true CMB fashion, we had fun doing it. In the weeks leading up to the walk, we do a variety of events to excite and inform CMBers about LLS and their mission. For example, every year we sell tickets to a lunch courtesy of our resident champion BBQ master, Jared Huizenga. During the lunch, we also hold a silent auction and the items up for sale—homemade lunches, handmade scarves, photo editing sessions, etc.— give my coworkers a chance to showcase their diverse talents.  

As a cancer survivor, it means so much to me that something as negative as a cancer diagnosis could result in such a positive movement by CMB. Their participation with the Light the Night Walk is just one example of how my work family helped me through a very difficult time. There were many others: the daily visits from coworkers to help me countdown to the end of chemo and the easy acceptance of my wig, my scarf, or my bald head—whichever I chose to wear that day. 

LLS funds research with the goal of curing blood cancers. It provides support to patients and their families, and I (as well as countless others) have personally benefited from this research. Due in no small part to the advances made from this very research, I will celebrate five years in remission next May. I was the recipient of a lifesaving stem cell transplant and proton radiation therapy…and these are just two examples of the advanced therapies now available because of LLS. Thanks to them, I will be holding my white lantern high this Thursday.

From the LLS website:  When LLS was founded in 1949, a blood cancer diagnosis was almost always fatal. Thanks in part to innovative research funded by LLS, survival rates have doubled, tripled and even quadrupled for blood cancer patients. Today, cancer research in one area helps across all types of cancers. One example of this is the approval of the revolutionary drug Gleevac. The 10-year survival rate for certain blood cancer patients improved from 1 in 10 to nearly 9 in 10. 

We’re a small company trying to make a big difference. If you’d like to join us in the fight against cancer, please donate here or join us on Thursday at 5PM in the Boston Common.

Catherine Shannon is the Director of Finance at CMB. She’s a two time cancer survivor who is happy to say that she’ll celebrate five years in remission next May, and she looks forward to Light the Night tomorrow. 

Topics: Chadwick Martin Bailey, Boston, CMB People & Culture