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Phase 01 · Discovery & Problem Framing
Contextual Inquiry
Observe users in their real environment as they actually work
Hugh Beyer & Karen Holtzblatt · 1988

Contextual Inquiry is a field research method where you observe and interview users in their actual working environment. The researcher acts as an apprentice watching how work actually happens rather than how people describe it.


Early discovery, before any solution is defined. Especially valuable when users' actual behaviour differs significantly from what they report in interviews.


  1. Select participants from your target user segment
  2. Go to where they actually work — their desk, commute, workspace
  3. Ask them to perform normal tasks while you observe and ask questions in the moment
  4. Ask: 'Why did you do that?' and 'What are you thinking right now?'
  5. Note actions, decisions, workarounds, and moments of frustration
  6. Synthesise observations into insights and design principles after each session

🎵 Spotify

Observing a commuter using Spotify on a train reveals they spend 40 seconds hunting for the right playlist before giving up and hitting Shuffle — a behaviour no interview would surface. They also lower volume when someone sits nearby, not from preference but social anxiety. Both insights are invisible in survey data.

📊 Trade Surveillance

Visiting a surveillance team reveals analysts constantly switch between 4 systems — the alert platform, a market data terminal, an internal messaging tool, and email — to gather context for a single alert. No interview ever described this workflow. It points directly to context fragmentation as the root cause of slow investigation times.



Hugh Beyer & Karen Holtzblatt 1988


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