Copernicus’s Sam Ladner is vying for coveted spot on the SXSW agenda. The topic: consumer culture.

SXSW “crowdsources” its panel picks. The organizers have devised a voting system, which (ostensibly) culls the least worthy panel ideas. (I say “ostensibly” because there is an interesting cultural element to this process, but that’s another blog post.) Please join us in voting for culture.

Vote here:

Understanding Customer Culture; Caution: May Require Cojones

Lies are an important source of design insight. Design research ought to embrace lies as potential sources of creative inspiration. Lies are indicators of a gap between what we are and what we think we ought to be. Well-designed products soften and assuage the effects of this gap.

Photo courtesy of: www.flickr.com/photos/lwr/213108466

The other day, one interviewee asked me, near the end of the interview, what “is this all about.” At first I was confused, having explained the study we were conducting and what specifically we were interested in finding out. Yet she pressed me further, wanting to know the “mystery” behind the study.

I reflected and realized that she was expecting a great “reveal” of the “real” purpose behind the study. She was expecting me to pull back the curtain and tell her what I was actually interested in.

If you have ever participated in a university psychology study, this story will sound familiar to you. You had likely been recruited as an undergraduate, incented to participate with the promise of a few percentage points tacked onto your final grade.

Or perhaps you attended a focus group, which had a one-way mirror at one end of the room that you were directed to “try to ignore.” Or maybe you have answered a telephone survey that had a mysterious combination of questions the meaning of which you could not decipher.

Perhaps you, like my participant, have been conditioned to believe that “unbiased” or “scientific” social research involves trickery or outright deception. Proponents of this approach may argue that in order to get “the truth,” researchers must mask their true intentions, lest participants lie. This kind of research seeks to sanitize the results, to make them somehow untainted by “bias.”

What underlies this idea of deception and lying in social research? There is an assumption that The Truth is something that lives within the minds of your participants and your job as a social researcher is to pry that nugget out of their minds. Your job is to eliminate any “bias” that would filter this truth.

This is the same assumption ethnographers make when they believe a year’s fieldwork is essential. The classic anthropological model is a one-year field assignment. But ethnographers who hold this view are actually similar to market researchers who assume participants may “lie.” They are hoping to establish “rapport,” so that participants will eventually “drop their guard” and show the ethnographer their “true” or “authentic self.”

But if you assume that the truth is something we create, in tandem with our participants, authenticity or truthfulness become irrelevant concepts. Instead, a researcher can assume participants do indeed lie, but that lying is an interesting data point. The savvy, design ethnographer can ask, “Now why did she lie about cleaning her oven weekly, when she clearly hasn’t cleaned it in months?”

This is not a clean stove

These kinds of questions can lead to interpretive gold.

Perhaps oven cleaning is considered “proper,” and women are encouraged to act “properly” by cleaning their ovens regularly. Perhaps a better-designed stove looks “clean” on its exterior, whether it is actually clean inside or not. Perhaps a better-designed stove provides women with mechanical “excuses” of why it should NOT be cleaned regularly, thereby absolving its owner of any shame.

Both design solutions assuage the guilt and the shame of having not lived up to a perceived norm.

Indeed, the Swiffer provides exactly this kind of “cover.” Hardwood floors are supposedly “different” than regular floors and require a “different” kind of broom and mop. It just so happens that the Swiffer is faster, more ergonomic, and less messy than a regular broom. It requires less effort, yet Swiffer uses are told they are doing the “proper” thing by using this “special” kind of broom.

When you are hunting for design solutions, become a lie detector. Do not question the veracity of a participant’s statement, but go deeper. Why did he say that he “tries to not be the dad on the cell phone”? What ideal is not living up to?

Design interventions based on lies could promise to be the most user-accepted designs.

I was recently invited to speak at Ottawa’s Social Media Breakfast. The organizers, Simon Chen, Rob Lane and Ryan Anderson, asked me specifically to bring a sociologist’s understanding to social media. Below is my presentation. For the full version, with the notes, visit the full slideshare version.

My essential argument for the presentation was that we don’t have enough deep understanding of “the social” in social media. Social media gurus abound these days, but too few of them actually understand social theory. Sociologists have been thinking about and researching social interactions for over a century. Just because we are now using the Web doesn’t mean those essential insights are no longer valid. Quite, the contrary, I argue. Social theory is even more relevant today because it coheres and synthesizes design and marketing research. We need social theory to provide some weight, some shape to what we learn about social media use.

As an aside, I notice “social business” is an emerging buzz word. All business is social. Those who argue “social business” is new are missing the point; we have only just begun to realize social interaction is fundamental to business, in part because we have begun to engage in empathetic research projects such as ethnography. When you do quantitative surveys, for example, it’s incredibly easy to dismiss the real impact of your business policies on your customers or employees. But when you hang out with your employees and hear candid feedback about how you’ve organized your business processes, it’s impossible to ignore the social impact (Undercover Boss is a great example of this phenomenon). “Social business,” then, is the effect of “taking on the role of the other” in your employee or customer research. It is not new.

But back to social media. I offer two social theories: social capital (Bourdieu) and dramaturgical theory (Goffman) to explain how we interact both on and off-line. Social networks are a source of wealth, says Bourdieu. Social interaction is a well-crafted play, says Goffman. I apply these theories to well executed, and not-so-well executed social media experiences.

Bourdieu understood our social networks to be a source of wealth. It’s what helps the rich get richer, he argued. Rich people know other people who can help them make more money or to keep the money they have. Sociologist Mark Granovetter found that in fact, it is the “weak ties” we have with our acquaintances that gets us jobs, for example. “Strong ties” with friends and family may enrich us spiritually but provide us fewer job opportunities.

Goffman had another framework for understanding social interaction: the theatre. Goffman believed social actors play roles when they interact. We have scripts, a wardrobe, a set, make-up, and a cast (or “team” as he called it). Embarrassment happens when the script slips. Imagine you must be both a manager, a father, a school buddy, and a cousin all at the same time. Embarrassing! This is what online social networks do to us everyday: they force us to play multiple roles at the same time. Good social media allows “audience segregation,” which lets us select which role to play when.

In the Q&A afterward, I mentioned a few pieces of social research that would help people understand social theory. The first is

McMillan, S. and M. Morrison (2006). “Coming of Age With The Internet: A Qualitative Exploration of How The Internet Has Become An Integral Part of Young People’s Lives.” New Media and Society 8(1): 73-95.

The second that is a wealth of information about social networking and online life:

Wellman, B. and C. Haythornwait, Eds. (2002). The Internet in Everyday Life. New York, Blackwell.

And finally, the original sources:

Bourdieu, P. (1986). The forms of capital. Handbook of Theory And Research for The Sociology of Education. J. G. Richardson. New York, Greenwood: 248.

Goffman, E. (1967). Interaction Ritual: Essays on Face-to-Face Behaviour. New York, Pantheon Books.

Roger Martin has a great post on Harvard Business Review that summarizes how ethnographic research differs from quantitative surveys.

Martin writes:

Qualitative, and especially observational or ethnographic, research enables us to delve much more deeply into the relationship between our firm and its product/service and the customer. Because we aren’t obsessed about adding all the responses together for ‘rigorous quantitative analysis’, we can let the customer use his own voice/words/vocabulary.

This sounds a lot like the notion of “verstehen,” which refers to the deep understanding that comes from interpretive, qualitative research.

Quantitative research has its place; how else could we measure improvement if not through counting instances or events? Yet we often forget that quantitative data is primarily designed to summarize findings quickly. This is why it’s so popular but also why it’s inadequate to describe many experiences.

I like to us a football game metaphor to describe the real difference between qualitative and quantitative research. Let’s say that the Steelers beat the Patriots 49-15. What would you know about that game? Simply that the Steelers had won.

Would you really know where the turning point in the game came? Would you know about the significance of a mid-game interception? Or perhaps the critical sacking of the Patriots’ quarterback? No, you’d know nothing of the ebb and flow of the game, critical mistakes and successes, or even how the Patriots might feel about their loss. They might actually feel vindicated if their defensive line held tough against the Steelers for 3 out of 4 quarters.

Statistics are a great way of quickly conveying how a group of events, people, or things are similar and different. Mode, median and mean measure “central tendency,” and standard deviation and inter-quartile range tell you “dispersion.” With these two types of measures, you can tell me how similar people are when they choose orange juice, how different they are when they rent cars or attend movies. But you cannot tell me what “more pulp,” means to people, why a “subcompact” car turns off some people, or what people perceive the word “blockbuster” to actually mean.

In short, ethnographic research can clarify all of these deep, nuanced details that quantitative data skates over or takes for granted. Do you want to know how many people attended a “summer blockbuster?” Then by all means, count them. But if you want to know what kind of movie people believe a “blockbuster” to be, then you need to do in-depth ethnographic work.

Few would disagree that fundamental economic change is upon us. Business models are crumbling daily. From the auto industry to the banking industry, it is clear that old ways of doing things are no longer working. The market research industry is just as vulnerable to this shift, yet, like the auto industry before it, it is hardly aware of how deeply its business model is threatened.

The Long Disruption

The market research industry is built for the 20^th Century mass production model, which is rapidly disappearing. The “mass audience” is gone and a fragmented diverse populace has taken its place. This new “audience” defies the easy aggregation of summary statistics on which market research so often relies.  Chris Anderson of Wired figured this out long ago with his book The Long Tail.

The Economic Disruption of The Long Tail -- Anderson, Wired Magazine

He argued that technology lowered the cost of providing services to ever-smaller niches of people, making it possible to sell profitably goods and services that were once too specialized.

This technological shift also means the end of “appointment television.” Digital video recorders allow individuals to time shift their programming to suite them, and not the program executives at television networks.

The Birth (And Death) of Market Research

What does this all have to do with market research? Full-service market research firms are built for the blockbuster era, not for the time of the long tail.

Market research was heavily influenced by the school of “applied sociology,” lead by Paul Lazarsfeld. While at Columbia, Lazarsfeld pioneered many statistical techniques we use today, including the cross tabulation (Babbie and Benaquisto 2002) and the Lazarsfeld-Stanton Analyzer, a machine that records audience reaction to programming in real time (Mattlerart 1996).

The Lazarsfeld-Stanton Analyzer summarizing "the public"

CNN used a variant of this machine for the recent State of The Union address, showing real-time reactions from Democrats in blue, Republicans in red, and Independents in yellow.

The Lazarsfeld brand of insight is based on a fundamental assumption: that the “average” means something. An entry-level statistics course will teach you that average is dragged up or down by extreme values, and the long tail is nothing if not a collection of many extreme values. There is nothing meaningful about knowing that the “average American” rented 30 digital movies a month if, in fact, there were many thousands of Americans who rented none and a many tiny segments that rented somewhere between zero and 40 movies. The “average” is meaningless in this example, yet this ham-fisted approach to summarizing “the public” is what the market research industry is built upon.

Design Research for The Long Tail

Market researchers may argue that with proper segmentation, you can understand every niche within the long tail. This may be true, but to truly understand the diversity between people, your task is not simply to “summarize” the audience, but to delve deeply into the dynamics of what makes them different.

This is why design research is a better fit for today’s long-tail economic model. Context matters. Design research is all about understanding the context because it is rooted in qualitative methodologies, and ethnography in particular. Designers solve contextual problems. The award-winning Braille watch, for example, allows its users to check the time surreptitiously and quickly, something that is both polite and useful. A Lazarsfeld approach would not uncover the social subtleties of checking one’s watch, and certainly could not uncover the specific needs of the blind.

The Braille Watch by David Chavez

Dan Formosa details this limitation of market research in his insightful article in Interactions magazine. He argues that market research should focus on consumer response — after a product is designed. Design research, on the other hand, is about evaluating a product as it is being developed. I would go further; design research is about knowing what to build as well as evaluating the prototype.

Design research uncovers how long-tail niches develop and what differentiates them. It is not the equivalent to “market segments” because it provides specific direction on how to apply research findings. What are the dynamics of renting a movie? What motivates the “heavy renter”? What is it about her television or home that supports heavy renting? You cannot know the answer to these questions by simply providing a laundry list of demographic characteristics and psychographic survey results. You must know the context in which the long tail emerges.

Some may say that good quality market research would not make these kinds of mistakes. And they are right. Highly skilled social scientists are method-agnostic; they choose the right method for the right research question. However, full-service market research firms have become the GM of the industry — they keep building Hummers instead of Priuses. Focus groups don’t uncover contextual nuances, but they’re cheap and profitable. Surveys don’t get to the heart of why a product doesn’t work. Design research, using an ethnographic approach, provides “thick description” of the entire phenomenon of renting movies.

This is where market research cannot go. And this is where market research will fail, unless it rejects the “build another Hummer” mentality.

References

Babbie, E. and L. Benaquisto (2002). Fundamentals of Social Research. Scarborough, Thomson Nelson.

Mattlerart, A. (1996). The Invention of Communication. Minneapolis, University of Minnesota Press.