NotionFlow is a B2B SaaS collaboration platform used by 120,000 teams globally. The company is mid-stage, growing quickly in the SMB segment, and is trying to expand upmarket into larger companies where workflow complexity and stakeholder needs are higher.
The team is considering a new AI-assisted meeting notes feature that would summarize calls, extract action items, and push tasks into project boards. Leadership wants confidence that the feature solves a real user problem before committing a 12-person engineering squad for two quarters. You have limited time and budget, and different stakeholders are asking for different types of research: Sales wants customer interviews, Design wants usability testing, Data wants product usage analysis, and the GM wants a quick survey.
The challenge is not to run every method. It is to decide which research methods to use, in what sequence, and why. Your decision should reflect the stage of the project, the type of uncertainty you are trying to reduce, and the trade-offs between speed, confidence, and cost.