How Rally for Teams makes Research scalable

We built Rally to help teams easily connect with their users. Over the past 3 years, we’ve been fortunate to work with some of the largest enterprises in the world to help them solve their nitty gritty research recruitment challenges. We found that as we made recruiting users 10x easier for Research & ReOps teams, they wanted to enable more and more of their stakeholders - mainly Designers, PMs, and Marketers - to do the same. 

The main challenge - they didn’t want their stakeholders to have the same advanced access controls and permissions that they had. It carries too much risk to give everyone at the company unfettered access to the entire company database, research budgets, etc.

So, over the past 6 months, we’ve been working closely with our customers - old and new - to create a new paradigm for enabling large teams to connect with users safely and at scale.

Introducing Rally for Teams – the next evolution of our Research Operations Platform, designed specifically to help teams of all shapes & sizes connect with their users. Here’s the story behind why we built it and what it means for our customers.

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Why did we build Rally for Teams?

Rally’s mission is simple: to empower organizations to talk to their users safely and at scale. As companies of all sizes seek more customer insights to shape product decisions, they’ve been limited by a lack of tools that can handle the scale and security required for enterprise-level research. Rally for Teams directly tackles this gap.

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We built Rally for Teams because we believe that in order to find success in any industry, you need to talk to your users regularly. Everyone that needs to talk to users also needs access to high-quality research tools – without compromising on security or control.

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Here’s what inspired us:

Customer demand for democratization 🗣

Many Rally customers told us they wanted to make research accessible to more people in their organizations – but didn’t have the right tools to do it safely. With Rally for Team’s custom roles, segmentation, and access controls, more folks can contribute to research with the right guardrails in place. 

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Organizations are being forced to do more with less 📈

Enterprise-level UX Research is complex enough – then add on the fact that teams are being challenged to produce more insights with less resources. Rally for Teams allows you to reduce the administrative operations work so you and your team can truly focus on uncovering real user insights. 

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Enabling safe and controlled Research 🦺

Rally for Teams introduces study templates, restricted populations, custom user roles and permissions, and a new navigation system to ensure even the most sensitive research is conducted smoothly and securely. It’s all about consistency, compliance, and keeping high-value participants happy. 

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We used Rally to build Rally 

If you’ve been following us for some time now, you know that UX Research is at the core of our own product development strategy. It was critical for us to partner closely with our customers throughout the development of Rally for Teams. 

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Through countless research sessions, interviews, and feedback loops, we worked side by side with our customers to deeply understand the challenges they faced in scaling research operations within large organizations. By identifying the most critical pain points – like balancing access control with ease of use and enabling cross-functional teams to collaborate securely – we co-created a solution that directly addresses these issues. 

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How Rally for Teams addresses complex needs with customization and flexibility

Enterprise research has specific demands. Large teams require custom permissions, access control, and security layers that most tools weren’t designed to handle. Rally for Teams is different. It allows organizations to configure user roles, manage participant access, and set up clear, organized workflows across the company, so more people can get involved in research. 

This flexibility is essential for democratizing research, enabling more people to conduct studies independently and speeding up the research process.

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Features built to scale Research safely and efficiently

Here’s what Rally for Teams brings to the table:

• Multi-team workspaces and granular access controls for managing access to participants and recruitment populations. 
• Custom roles and permissions that ensure each team member has access to the right participant data and actions within the platform.
• Templates for study setup and communication that speed up repetitive tasks, allowing research teams to focus on insights.
• Participant segmentation and organized populations to keep recruitment accurate, compliant, and controlled.
• Sign-up forms to streamline participant recruitment and invite participants to opt-in to research. 

These features empower organizations to scale research thoughtfully, balancing security with ease of use, even for newbies. 

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Rally for Teams in action 

Our customers have already seen the value of Rally for Teams in improving access and flexibility within their organizations:

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Rally for Teams also unlocks the ability for different departments to conduct research more independently. 

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Empowering every organization to conduct more, high quality Research

Our hope is that Rally for Teams will change the culture of research within companies, making Research accessible to everyone who needs it and creating a space where more teams can Rally around the user ;) . By fostering cross-functional engagement, Rally transforms research from a siloed task into a company-wide practice. 

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Rally for Teams is built for teams of all sizes, enabling people to get closer to their users and make informed decisions with confidence.

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Be part of the future of ReOps 

Rally for Teams is here to help organizations of all sizes talk to their users safely, securely, and at scale. With powerful new tools, deep integrations, and robust governance, Rally for Teams is changing the game for research ops.

Discover how Rally for Teams can help your organization by contacting us or exploring the platform through our Demo Center.

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