At Fiserv, structured UX research was difficult for product teams to access. Evidence was scattered across support channels, customer conversations, stakeholder requests, and isolated initiatives, while teams lacked a shared process for recruiting participants, running studies, and carrying findings into product decisions.
After proving the value of direct customer research on Client Central, I developed the tooling plan, budget, and business case for a dedicated UX Research Lab. I designed the physical space and operating model, secured VP sponsorship, ran the initial research program, and hired and trained a dedicated researcher to continue the capability.
The lab combined four things Fiserv did not previously have in one place: purpose-built research infrastructure, reusable study operations, live stakeholder observation, and a defined path from evidence to product work.
Designed the physical space, toolset, and intake-to-readout workflow required for structured in-person research.
Created the templates, recruitment, consent, and synthesis process teams reused across studies, so findings were comparable instead of one-off.
Built observation into the environment so product, design, Customer Success, and leadership could watch real sessions directly.
Converted observed behavior into prioritized recommendations, requirements, backlog inputs, and roadmap evidence.
Research at Fiserv was largely optional, fragmented, and remote. Teams lacked a shared intake, recruitment, facilitation, synthesis, and repository process, so findings were difficult to compare, reuse, or carry into product decisions.
Building on the results of Client Central and related customer research, I proposed a dedicated UX Research Lab that combined a controlled testing environment with a repeatable operating model.


From fragmented team practices to one standardized research workflow with shared visibility and reusable findings.
The lab supported moderated usability testing, job shadowing, concept validation, interviews, A/B testing, stakeholder observation, and structured synthesis. Teams could evaluate concepts, prototypes, and live workflows in a controlled environment while product and business partners observed sessions directly.
I designed the operating model to connect intake, recruitment, consent, facilitation, recording, synthesis, reporting, and product follow-through. The physical environment included participant and moderator stations, a soundproofed observation room, recording and screen-capture equipment, survey and analytics tools, and a collaborative synthesis area.
The lab gave product teams a consistent way to observe users, compare findings, and carry evidence into product decisions during its initial operating phase. The work surfaced workflow friction earlier, strengthened Voice of Customer practices, and gave teams shared evidence for prioritization.
The figures below reflect the lab’s initial operating phase.
Planned and facilitated field observations to understand real workflows, workarounds, dependencies, and operational constraints.
Designed and moderated task-based studies, documented friction, and translated findings into prioritized product recommendations.
Structured comparative studies to evaluate concepts, interaction patterns, messaging, and workflow alternatives before implementation.
Led interviews with users and stakeholders to uncover needs, pain points, expectations, and decision criteria.
Partnered with 12 teams to scope research, involve stakeholders, synthesize evidence, and guide product decisions.
Coordinated participation across 38 customer organizations, expanding access to representative enterprise users and customer perspectives.
Participants represented customer organizations ranging from regional institutions to several of the largest retail and investment banks in North America and Europe.
The toolset I selected and integrated into one intake-to-readout research workflow.
Every study passed compliance review before participants entered the lab. I built that requirement into the operating model, using dummy data and representative content in test builds while following the company’s consent and recording standards.
One designer arrived with three competing user flows and no reliable way to choose between them. We narrowed the options, recruited local users, and set up an in-person comparison study within one week, then ran it in a single afternoon. The team made the decision on evidence in days instead of abandoning the research because the setup burden was too high.
I identified a missing organizational function, developed the business case and operating model, secured executive sponsorship, launched the lab, and ran its initial research program. I then hired and trained a dedicated researcher so the capability could continue without depending on me.
The lasting outcome was not only a physical space. Fiserv gained a repeatable way for product teams to access users, observe evidence directly, and carry findings into recommendations, requirements, backlog decisions, and roadmap priorities.
I completed the tooling research, budget, and business case before asking for approval. I used evidence from Client Central and related customer research to show both the unmet need and how the lab could support multiple product portfolios, then presented the proposal through my manager and product director to the VP.
I tracked research activity, product-team participation, customer organizations represented, and whether findings were converted into recommendations, requirements, backlog inputs, or roadmap evidence. The figures on this page represent the lab’s initial operating phase.
Each study ended with structured synthesis and a readout tied to a specific product decision. Depending on the study, outputs became prioritized recommendations, workflow requirements, backlog inputs, or evidence for roadmap discussions.
I planned and ran the lab’s initial research program while establishing the operating model. After hiring and training a dedicated researcher, I transitioned day-to-day ownership so the capability could continue independently.
Remote methods remained useful, but they did not solve the operational gap. The lab gave teams a controlled place for in-person studies, live stakeholder observation, reliable recording, and structured synthesis, while the operating model standardized how research moved from intake to product action.