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All session titles will have the links to the recordings (we are uploading them as fast as we can). Any presentations that we are allowed to share have also been added to the agenda.

Tuesday, March 9

 

Time (ET) Session Presenters
10:00 to 10:10 am
 

Melanie Courtright, Insights Association
Tracy Isacco, L&E Research
Elizabeth Oates, Ulta Beauty



welcome.12

10:10 to 10:40 am
Eliza Jacobs, PBS
Jillian Kramer, Ypulse
Damion Taylor, Prometheus Digital Studio

Tchicaya Robertson, Accenture (Moderator)

Diversity & inclusion campaigns can be nothing but a mirage – statements or imagery hastily and haphazardly conjured. For those working in insights, achieving a truly equitable research practice requires more than good intentions, but a thorough foundation and methodical, unwavering resource investment. How can we do a better job of including ALL people in our qualitative sample and how can we best engage during interviews with traditionally underrepresented groups?

We need to be current on acceptable and preferred language, cognizant of technology and access limitations, and so much more.  

1.-1

10:45 to 11:15 am

 

 
Fred Dust, Making Conversation
Interviewed by: Shannon Danzy

How we communicate is on the forefront of everyone’s minds, especially in these times. We’re navigating virtual communication long after we thought we’d have to, with no end in sight. We’re picking apart and relying on contentious debates and political discourse to make decisions that will impact our future.

The answer to our need for a conversation strategy is laid out in the groundbreaking new book, MAKING CONVERSATION: Seven Essential Elements of Meaningful Communication by former Senior Partner and Global Managing Director of international design firm IDEO, Fred Dust.


Sponsored by: schlesinger-group-logo-for-dark-background

 

fred.keynote1

11:20 to 11:45 am
 
Oualid Benchama, Coca-Cola
Isabelle Landreville, Sylvestre & Co.
This session will deep dive into a case study that illustrates how strong partnerships between clients and qual agencies can be the answer to unfold below the surface insights. Sylvestre & Co., and Coca-Cola, in partnership, have gone above and beyond to understand the attitudes, expectations, and challenges of youth in Quebec. Quebec teens have been a target that remained a mystery to many brands across Canada due to their unique cultural background. To get to the bottom of these teens' motivations, Coca-Cola and Sylvestre & Co., have developed a unique combination of five methodologies (online and off) tailored to the question's dimension.
 

unfolding

11:50 am to 12:15 pm
 
Daniel Fazekas, Bakamo.Social
Imre Kiss, Wizz Air

Learning About Root Causes Of Negativity Without Asking The Hungarian airline Wizz Air has grown from 2 million passengers in 2005 to 39.8 million last year However, due in part to this rapid ascent, the airline hit some turbulence:

  • Congested airspace
  • Unexpected technical delays
  • Cancellations
  • Weather events
  • Air traffic controller strikes

The work helped increase customer empathy within the organization and is being used to drive a new Customer Experience Council. The council is chaired by the deputy CEO with 4 or 5 other officers participating in a cross functional effort to improve CX: to set priorities and allocate resources. The organization has also created a set of guiding principles for customer relationships.

lounges

 

12:20 to 12:45 pm
Andrew Konya, remesh inc.
What neurons did for cells, the internet is doing for humans. We are entering an era defined by collectively intelligent communities that react and change at the speed of a person. What are the implications? And how can you embrace it? In a world where AI has increasingly made Qual computable, the answers just might surprise you.

remesh

12:45 - 1:05 pm
BREAK
Take some time to stretch and hydrate!

 

1:05 to 1:30 pm
 
Lauren Isaacson, Curio Research
When designs are inclusive, everyone wins. Curb cutouts facilitate wheelchairs, baby strollers, and rolling suitcases. Smartphone interfaces that can be operated with one hand work for people with an amputated limb, a broken arm, or a heavy bag full of groceries. What about the research informing designs and communications that are supposed to work for everyone? The research we do to inform and test these designs and communications should also be inclusive. How do we apply these same principles to qual and quant research and how do we get our companies and teams on board? In this session we'll discuss the foundational understanding of people with disabilities, why we should make our research inclusive, and how to best make our research accessible to people with disabilities. When we conduct research inclusively, everyone wins.
 

inclusive.22

1:35 to 1:55 pm

Behavioral science has reshaped how the market research industry is approaching human decision making.

Instead of using cognitive Likert-scale questions that lead consumers to provide overly rationalized answers, there are an increasing number of tools and techniques available that can be applied to uncover motivations.

With the advancement of AI technology, we now have the means to quantify messy data and develop insights from contextually rich data sources such as text, speech and images.

In this presentation we’ll cover how some of the new technologies can be used to develop insights for innovation and brand building.

-AI technology for quantifying messy data
-Behavioral science
-Motivation and consumer intent

anders

2 to 2:30 pm
 
Data Privacy Issues in the New World of Qual Research
Howard Fienberg, CAE, Insights Association (Moderator)
Amy Lawrence, Frankfurt Kurnit Klein & Selz
Travis Santa, Touchstone Research
Kerry Edelstein, Research Narrative

Has the rush to move qualitative research online resulted in unaddressed or underappreciated data privacy issues? To what degree are research participants concerned about their recorded video feedback and the tracking of their online behavior?

Where does new legislation – particularly in California and in research of minors – come into play with fast-evolving online qual tools and clickstream?

We'll get perspective from all sides of the process and hear from an attorney who specializes in these issues.


data.privacy1.
2:35 to 2:55 pm
 
Access Presentation Slides
Jennifer Adams, ENGINE

A fascinating, maddening, saddening thing has happened in the last few years: as the world got busier, people more dynamic, news cycles shorter, change faster, we as researchers wanted to listen less. Despite all the knowledge we have about storytelling - that 65% of all human interaction is storytelling, that neurological pathways light up incandescently when we hear and tell stories, that stories incite, move people to action, effect change and yes, sell products and services – as researchers, we stopped having as many deep conversations with consumers. 

Good news is, there’s never been a better time for online qual. 87% of Americans are online and 70% have an active social media account. Online qualitative research is cost-effective, agile, scalable across geography, and meets people where they already are - the internet. However, not all online qual is good online qual.

So, what’s the secret to good online qual? What’s the secret to eliciting the best stories, the emotional stories, the stories that move people to action and to love? It’s a simple 3 step approach and during this presentation, we will be sharing case studies in each step of how clients were able to follow these steps and see results.

listen.2

3:00 to 3:25 pm
 
Access Presentation Slides
Gwen Ishmael, Escalent

Paul Ponsford, Delta Faucet Company

If nothing else, the pandemic has motivated us to move along the technology adoption curve faster than we would have otherwise. And that’s good because while in-person workshops and research will bounce back at some point, they’re certainly still asleep.

Yet even with our advances, there still are challenges in moving to virtual engagements. That’s why we’ve adopted Nancy Dixon’s “Oscillation Principle” – tapping into the best attributes of both the virtual and face-to-face worlds. We’ll share oscillation-inspired best practices for facilitation and collaboration from several virtual qualitative and innovation projects, including one in which we migrated a seven-hour workshop from an in-person to a virtual environment.

Specifically, we’ll address issues such as:

  • Breaking the ice and building a bond
  • Engaging and collaborating with attendees
  • Emulating the physical space
  • Overcoming Zoom fatigue
oscillate1
3:25 - 3:45 pm
BREAK
Take some time to stretch and hydrate!

 

3:45 to 4:10 pm

 

 
Access Presentation Slides
Laura Ruvalcaba, BRAIN

When the pandemic derailed plans for a national in-store food product labeling study, Virtual Reality came to the rescue. Discover lessons learned as VR stepped to simulate shelves for 25+ CPG categories to help understand shopper behavior across Mexico.
righthome12
4:15 to 4:35 pm
Kelli Hammock, L&E Research 

How have leading brands transitioned during the pandemic to online qualitative research for optimal data collection outcomes?
This session will provide tips and tricks in the recruiting and project management process, as well as a review of tools you can use to execute your research and improve data quality.

tipstricks

4:40 to 5:05 pm
 

 

 
Access Presentation Slides
Betsy Frost, DRY Soda

Julie Rose, Sivo Insights

DRY Soda and SIVO Insights partnered on an innovative virtual approach to First-Moment-of-Truth learning. We have an interesting story to tell about how the old way of in-store research was made better due to necessity given the realities of the pandemic. Our presentation will focus on how agile innovation processes evolved with creativity, communication, and a willingness to pivot. Please join us to learn how we leveraged fast learning loops to accelerate a successful product launch.

Three things you will learn:

  • Unexpected advantages of virtual research when you cannot be in store.
  • How an unforeseen aluminum shortage forced a major mid-project pivot.
  • How iterative learning loops enabled speed to final design, format, and packaging.

fastloop

5:10 to 5:45 pm

 

Scott Baker, Schlesinger Group
Todd Biederman, Advanced Focus
Sarah Kotva, Fieldwork
Angela Lorinchak, Jackson Adept Research
Join us for a conversation with leaders in the field of face-to-face research. They have been busy competing projects and addressing a wide range of requests and questions from clients in every industry - learn from their experiences!

panel-1

Wednesday, March 10

 

Time (ET) Session Presenters
10:00 to 10:05 am
 

Melanie Courtright, Insights Association
April Jeffries, Ipsos
Isaac Rogers, Schlesinger Group


welcome22

10:05 to 10:30 am
Access Presentation Slides
Kelly Styring, InsightFarm

Technology has transformed qualitative learning, making it more powerful and far-reaching than ever before. How do we sort through the options, make the most of it, and not feel pressure to “chase the shiny object?”
This presentation will discuss how technology-enabled qualitative adoption takes place and what tools are here NOW, soon to be NEW, and coming NEXT to take your learning to the next level.
And, how choosing the right tools, used in the right way, can drive your success.

Three takeaways:

  • What’s Now, What’s New & What’s Next
  • Connecting technology options to qualitative best practices for maximum impact.
  • Our industry can drive development of technology and safeguard consumers if we act to do so. This is a call to action.

qualtech

10:35 to 11 am

 

 
Access Presentation Slides
Kelly Davis, Pepsico Beverages North America
Rob Volpe, Ignite 360

Empathy has moved beyond buzz word to ‘must have’ in order for brands to thrive in 2021 and beyond.  As a result, many companies are looking to ‘get some empathy’ with consumers.  Sounds great, except empathy programs are time intensive and can be seen as distracting from brand teams’ already packed priorities and workload.  How do you make it worth the investment? 

In this presentation, Kelli Davis, Head of Insights for PepsiCo’s Juice+ Sector and Rob Volpe, CEO and Empathy Activist at Ignite 360 share a dynamic case study of how they built and executed a program in 2020 that gave the brand teams skill-building knowledge and understanding of how to get to empathy and delivered actionable insights that the team continues to use.

Learn how working together, they tackled these challenges:

- Designed for empathy + insights
- Kept 40 people across 4 brand teams engaged
- Made the learning experience actionable once the program was over.

juice

11:05 to 11:25 am
 

Laura Craig, Delvinia
Chasson Gracie, Omnicom/Dieste
John St., a top Canadian advertising agency, works with each of their clients to create a messaging that is meaningful and relevant for their specific target audience. This messaging can take a number of directions, and research is required to help determine which path to develop further. John St. doesnt just want to know which ideas is the "winner", but why and how best to optimize it. They need qualitative research as much as quantitative, and they need it quickly and within budget. That's where automation comes in.
Join this session to learn:

  • How John St. obtains qualitative insight efficiently, enabling them to incorporate target customer feedback at more points in the agile creative development process

  • How an AI-powered, text-based virtual moderator integrates with their survey process to understand the 'why' behind the numbers
  • How automated reporting allows John St. to move quickly to the next stage of creative development

delvinia-1

11:30 to 11:55 am
 
Access Presentation Slides
Andrew Grenville, Maru/Matchbox

Bias is part of our culture. But it is also built into our brains. The way we feel, behave, and think is largely driven by our unconscious thoughts and implicit assumptions. As insights professionals we are expected to speak the truth, to reveal what is really going on--but we are subject to the same biases and heuristics as the rest of humanity.

In this talk we'll learn:

The key to generating deeper insights is diversity. Diversity of perspectives. Diversity of inputs. And diversity of hypotheses.
• The approaches that other sense-makers such as doctors, lawyers, intelligence analysts, detectives, forecasters, and scientists use to grapple with this problem.
• How by embracing diverse perspectives we can learn to better battle bias.
 

battle.bias

12 to 12:30 pm

Starved for on-site events? This is the next best thing! It's your chance to meet several of your fellow "Y" attendees in a fast-paced round of 1-to-1, F2F Zoom meetings. 

Don't miss this fun way to build your network and connect with peers who are also seeking to understand the "Why" behind the "What" in consumer insights.

 

12:35 to 12:55 pm
Unleashing the Power of Cultural Insights: CVS Health Case Study
David Evans, Collage Group
Caron Merrill, CVS Health

Research and insights leaders face enormous pressure to decipher for their brands the rapid cultural transformation underway in the U.S. marketplace. Demographic change, shifts in consumer values and behaviors driven by COVID-19, and the social justice movement’s reemergence in 2020 make Cultural Fluency—the ability to use culture itself to connect effectively and authentically across segments—an imperative in 2021 and beyond. 

Based on 10+ years of research, Collage Group—the leading source of consumer insights for 200+ iconic brands—has developed the Cultural Fluency Roadmap, a unique approach that combines quantitative analysis of cultural traits and CultureRate, a proprietary measure of the cultural resonance of brands and ads. 

During this session, insight leaders will gain a better understanding of how to establish and evaluate Cultural Fluency, including: 

  • A framework for understanding America’s diverse consumer segments.
  • The critical mass of demographic fundamentals that are now catalyzing America’s cultural transformation.
  • How to use a “science of culture” to improve marketing performance by respecting the cultural traits of consumers across race/ethnicity, generation, sexual identity and gender.
  • Examples of ads that leverage deep cultural resonance with one segment in ways that appeal to all segments.
  • Cultural Fluency Roadmap: How insights leaders at CVS Health are driving change through the power of culture. 

unleshing

 

1:00 to 1:25 pm
 
Access Presentation Slides
Vikki Cathey, Bel Brands USA
Liz White, buzzback

The Laughing Cow product sales had been in decline since 2012. Bel Brands needed to determine whether to make major changes or minor adjustments in positioning and communications. Through a multi-phase, mixed methods research approach, the team explored their target consumer mindset, covering identifying triggers and barriers to brand adoption and experience The team went from research to relaunch in just a few months, and returned to massive and consistent growth.

Attendees of this session will learn how Bel Brands:
• Used both qual and quant interactive and digital techniques, to uncover consumer perceptions and experience of the Laughing Cow brand necessary to reposition in a competitive market
• Transformed the brand’s iconic image as a direct result of the research learning
• Successfully activated against research outcomes to turn the brand around and increase sales

cow2

1:30 to 1:55 pm

Naturalistic Analysis of Qualitative Data: Adapting Sociological Methods to Marketing Research
Access Presentation Slides
Roger Straus, PhD., The Blackstone Group
This session will provide an introduction to the presenter's "naturalistic approach" derived from qualitative sociological practice. While it will cover guiding "grounded theory" principles, its focus will be on how to do naturalistic analysis of materials from focus groups, depth interviews and asynchronous methods. Dr. Straus will share best practices for systematic, computer-assisted qualitative analysis based on over three decades of marketing research and sociological investigations - including how to translate findings into practical insights, guidance and solutions to your clients' needs.

Takeaway 1: Qualitative methods do not yield "data" but materials from which we can tease out the whats, hows, and whys of human behavior

Takeaway 2: Best practices for doing rigorous naturalistic analysis of qualitative materials with just a computer and your brain

Takeaway 3: How to turn qualitative findings into practical insights and solutions that meet your client's needs

naturallistic
2 to 2:20 pm
What Venture Capital Can Teach Us About the Future of MR
Access Presentation Slides
Patrick Ip, Fuel Cycle

Between the future of Market Research and the current landscape of leading companies are a batch of new venture-backed businesses that are looking to redefine the industry.
This session will explore the new companies that have been backed by venture dollars between the pre-seed to Series A phase, which should give us a glimpse into what's directly on the horizon for MR.

venture

2:20 - 2:40 pm
BREAK
Take some time to stretch and hydrate!

 

2:40 to 3:00 pm
 

General Mills' Quest for the First Moment of Truth: Novel qual methods to fuel effective innovation frameworks
Access Presentation Slides
Luke Cahill, REAL Insight

REAL Insight has specialized in in-context, behavioral qualitative research for over 30 years, working closely with General Mills for 25 of those. A key method to understanding new product and package performance at the first moment has been in-store intercepts. The pandemic’s emergence in early 2020 immediately disrupted this method and created a significant learning gap that needed to be solved for, given existing constraints. REAL Insight and General Mills’ In-context Experimentation (ICE) team rolled up their sleeves and partnered to find solutions. REAL Insight uncovered two novel qualitative approaches (virtual and mobile) that ICE was able to bring back to the organization, collect feedback, sell-in to key CMI stakeholders, champion a pilot, and ultimately endorse these new methods.

Attendees will learn:
1. How a close client/supplier collaboration can produce value
2. The journey from solution development to org. integration
3. Some lessons WE learned along the way

generalmills

3:05 to 3:50 pm
 
Monika Wingate, Digsite
Caitlin McLean, MMR Research
Rick Kelly, Fuel Cycle
Brian Barnes, M/A/R/C Research
Roddy Knowles, Feedback Loop (Moderator)

Much was tried and much learned as many qual projects were moved online during the past several months.
This fast-paced session will detail those experiences along with hard-earned advice and guidance.   

How Client-Side Teams Can Use New Tech for Faster Qualitative Insights

New scalable qual methodologies that enable teams to get a deeper understanding of their target consumers and how automated dashboards and new reporting capabilities speed up the process of analyzing research

- Monika Wingate, CEO and Co-founder, Digsite

 Face-to-face versus online product qual: the benefits and challenges explored using a snacking project

Learnings and observations from a case study will be discussed, including the success of online sensory screening, the role of context, the ability to read body language, control during product serve and differences in the depth of findings.

- Caitlin McLean, Associate Director, Sensory Qual, MMR Research Worldwide, Inc.

Qualitative Technologies: Breaking Down Barriers to Promote Diversity and Representation in Research

Learn how digital qualitative solutions are reducing barriers to participation and increasing diversity and representation in research and understand the elements that will define a future state of market research, including AI, DIY, and advanced qualitative capabilities.

- Rick Kelly, Chief Product Officer, Fuel Cycle

Ethnographic Research in a Socially-Distanced World

The journey to develop a workable model to conduct research on shopper experiences in the new WFH, socially-distanced landscape. Using combinations of established methodologies, addressing safety and liability considerations and more through the sharing of actual case studies.

- Brian Barnes, Vice President, Qualitative Services, M/A/R/C Research

fast.2

3:55 to 4:20 pm

 

 
Access Presentation File
Rick Seale, Limelight Insights
Cara Shugoll, Limelight Insights

We all know that online qualitative research has boomed during the pandemic. But how are the key participants – research participants, moderators and end clients – feeling about it?

Fresh, exclusive research will tell us. This session will discuss the feedback from all three stakeholder segments and provide best practices/lessons learned in the following key categories:

- Moderating
- Recruiting
-Tech Support
- Tech Requirements
- Online Qualitative Session Logistics

stakeholders
4:25 to 4:55 pm
 
Access Presentation Slides
Melina Palmer, Brainy Business

What if you knew how the brain made decisions? What if you could tap into those hidden choices in the customer’s subconscious mind to know exactly what would encourage them to choose your company and its offerings? Humans are illogical beings who make irrational choices, but their behavior is very predictable when you understand the brain.

The landscape is changing – behavioral economics is being implemented in companies around the world in great succession since Richard Thaler won the Nobel prize in 2017. That means companies of all sizes must change as well. And the best thing is, the change will result in a benefit for customers and employees. This fun and engaging presentation will explain what behavioral economics is, how brain science is being incorporated into everything from hospitals to household products, and how attendees can start applying their learnings in their work immediately.

KEY TAKEAWAYS:

    • How the brain actually works (and why knowing that is necessary for good business)
    • An understanding of this change facing the business world
    • Why behavioral economics is important for them and their career
    • How to begin applying using Melina’s “Behavioral Baking” framework

 

brainybusiness

4:55 to 5 pm

 

 
5:05 to 5:45 pm

 

Networking and Fun - Win Prizes!

 

familyfeud

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