Announcing Rally for Teams
Imagine a company like Uber, with a sprawling set of products like UberEats, UberFreight, and UberRides. Each product has unique user types—think drivers and riders for UberRides, or couriers, consumers, and restaurant owners for UberEats. Naturally, each of these product pillars has its own dedicated team of researchers, PMs, and designers.
For companies like Uber, managing research with these diverse user types and product pillars can get messy. They face big challenges when it comes to recruiting participants and setting up studies.
Questions pop up, like:
“Who are the right people to recruit?”
“How do we ensure UberEats drivers don’t get contacted for an UberRides study?
“How do we ensure that different team members (UXRs, PMs, Designers) for each product pillar have the right access to the right research tools and participants?”
You can probably imagine the chaos and anxiety this can cause – or maybe you've lived it.
Today’s UXR platforms aren’t built to accommodate this type of research at scale.
Recruitment and study management becomes a bottleneck, making it tough to scale research efforts and give everyone the access they need.
Imagine if the UberRides Product team had a dedicated Team workspace, customized just for them.
📎 UberRides UXRs could access curated lists of riders or drivers and easily launch studies with pre-built email and study templates specifically tailored for them.
🔎 Product Managers could conduct usability tests with the right guardrails in place—like restrictions on modifying key elements in the study such as incentive amounts.
☕ ReOps Coordinators could work across multiple teams, and recruit internally from any participant population they have access to, or externally from an external panel (powered by Respondent).
🐦 ReOps Managers could maintain a bird’s-eye view of the entire operation, creating custom governance rules, user roles, and templates for each Team in Rally.
Each user role can have the unique permissions they need (allowing them to view, read, or edit specific elements of a study), and each Team can have access to the specific participant populations they need to recruit from. There is no limit to the teams and user roles you can create in Rally for Teams.
We see a world where anyone from any team can access high quality research tools to talk to their users safely and at scale.
Announcing: Rally for Teams!
Rally for Teams enables research safely and at scale while maintaining robust control over the entire Research process and all participant data.
Think of Rally for Teams as the ultimate power-up for democratizing research across your company. It’s built for Research teams that need to give different users access to research tools, while maintaining rock-solid control over who can access different participant populations, templates, settings, and more. 🏢🔒
“We can finally embrace a self-serve approach. Rally for Teams gives us confidence that anyone can recruit the right participants and manage studies smoothly.” - Caitlin Faughnan, DevOps UX Research Operations Coordinator, Gitlab
🔎 What’s new in Rally?
👬 Multi-Team Support: Rally for Teams lets you have multiple teams within a workspace. Each team has access to its own participants, studies, templates, and incentive budgets. Rally users can be part of one or multiple teams.
“Rally for Teams is the missing piece we needed for better team structure, so each person has access to exactly what they need—and nothing they don’t.” - Caitlin Faughnan, DevOps UX Research Operations Coordinator, Gitlab
“This release enables us to create a separate team just for training content and testing with fake participant names and data. This means that team members can test out Rally without emailing our actual customers, saving time on creation of training content.”- Stephanie Pratt, Senior Principal UX Researcher, Blackbaud
💼 Custom User Roles: Create custom roles for your team members and decide who can do what. Keep participant data on lockdown, control who can send out incentives, who can launch studies, and more.
“This release gives us more control over roles, so new users won't be able to take certain actions until they have completed training and reviewed steps. This release also provides different levels of access so we can restrict who can provide incentives or use external panel features.” - Stephanie Pratt, Senior Principal UX Researcher, Blackbaud
👥 Populations: Segment participants into groups, so only the right teams can access them.
“With Rally, we’re creating locked outreach programs and segmented populations, which means our participants are always the right fit for each study. It’s a huge step forward for accuracy and efficiency.” - Caitlin Faughnan, DevOps UX Research Operations Coordinator, Gitlab
📄 Templates: From consent forms to screener questions, save time with templates that keep everything consistent and on-brand.
“Better segmentation and template allocation with Rally for Teams is helping us match participants to studies faster, making recruitment faster and more organized for everyone involved.” - Caitlin Faughnan, DevOps UX Research Operations Coordinator, Gitlab
💸 Custom Incentives: Easily manage and track incentives, from gift cards to special rewards.
🏆 Updated Navigation: Our shiny new navigation design gives you a sleek sidebar for smoother, faster access.
“I’m excited to roll Rally for Teams out to the broader team. The role restrictions and templates are simplifying training and reducing the chances for mistakes among new users.”- Stephanie Pratt, Senior Principal UX Researcher, Blackbaud
Finally - how is Research conducted in your org?
Do you have multiple business units or teams that need to conduct research? 🏢🧪
Need more control over who can access what? Like limiting who can create and launch studies or send incentives? 🎯
Is your company working towards democratizing research? 🌐
Would Research get easier and faster across your team f you could set up study templates for easy reuse? 🚀
If your answer is YES to any of these…
Rally for Teams might be just what you’re looking for. It’s designed to give your enterprise the flexibility and control it needs to *actually* democratize research. And, yes, there isn’t another tool on the market doing it like this. 😉
“Rolling out Rally for Teams feels like an unlock for our whole workspace. We’re excited to empower teams to manage recruitment independently while freeing up ReOps to focus on high-impact projects.” - Caitlin Faughnan, DevOps UX Research Operations Coordinator, Gitlab