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Will automated text analysis replace qualitative market researchers?

Posted on Fri, Dec 19, 2008 @ 01:08 PM
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So I realize the title of this blog post is a bit "extreme," but it's designed to illustrate a question we're frequently asked with regards to how we analyze the information that comes out of an online research community.  Many companies want to understand if there is some level of automated text analysis to identify high-level themes and connections that emerge in research communities.  It's understandable why we're asked this question...  Once companies realize how much qualitative feedback emerges from an ongoing research community (especially communities with 300+ members), they question how anyone can stay on top of all the activity.

While there are a few benefits to automated text analysis, it's something that we generally approach with caution.  Call me "old fashioned," but I still believe that nothing replaces a team of trained community managers and qualitative researchers pouring over transcripts and user generated content to highlight themes and generate recommendations for the company sponsoring the community.  Automated text analysis can have a role, but the output of this analysis should be treated with caution.  Here's why...

Benefits of Automated Text Analysis in Online Research Communities

- Identifies themes that researchers might miss - While a community manager or moderator is likely to have a good sense of the high-level themes by reading carefully through each research activity and following-up with probes, there might be underlying themes they miss.  Text analysis tools might help identify some of these underlying themes.

- Saves time - In a large research community ("large" here meaning 300+ member research communities), automated text analysis might help researchers quickly identify themes for later exploration in targeted activities.  It may save them hours going through every discussion looking for commonalities among segments.

Drawbacks of Automated Text Analysis in Online Research Communities

- Output is often too "high-level" to be useful - Let's say you're running a project in your research community on the impact of the economy on spending decisions (specifically in regards to the sponsor company's products).  The text analysis tools I've seen/used might output results like "low cost," "saving money," "nervous," "recession," and "spending less," along with a frequency with which these were mentioned.  That's fine, but as a researcher I need to know much more before I can make this into "actionable" information for my client.  For example, why were these words mentioned?  How did this breakdown according to the respondent's background?  Were there commonalities among segments?  This information doesn't help me answer whether or not the economy is likely to impact purchase decisions for my client's product, which in this case is the fundamental question to be addressed.

- Lack of context - As I was starting to allude to in my point above, there is no real context for these results.  For example, if someone notes they are "spending less," is that specifically a result of the economic environment or a factor of their general situation (e.g., they just bought a house, are saving for a big purchase, etc.)?  Are there any commonalities that might be relevant for those who said they are "nervous?"  A community manager/researcher would know from working closely with participants where these comments/themes might be coming from.  An automated text analysis tool might not be able to accomplish this.

Recommendations

- Use folksonomy and social tagging to your advantage - One way around the need for some aspects of automated text analysis is to employ the concept of "folksonomy" in a community, whereby moderators and community members tag content as it is added to the site.  This helps identify general areas of interest, shared interest/hobbies, etc...  Though not as activity and response-specific as text analysis, it can still be a valuable tool to identify what is important to members of a research community.

- Maintain a good manager-to-member ratio - A single moderator trying to manage a 300 person community is going to miss a lot of the activity that happens, even if they have tools available to them to analyze the results.  It's important to consider the ratio of community managers/researchers to members (which I'll cover more in a future blog post).

- Explore options for internet-wide text analysis instead - I've seen some pretty interesting tools out there (like Umbria - now part of J.D. Power) that analyze content from around the internet.  Depending on your research objectives, that might yield more interesting information.  Then again, it might not reflect your target audience specifically...

What do you think?

Am I missing a benefit or drawback?  What kind of experiences have you had with automated text analysis (specifically with online qualitative research methodologies)?  I'll admit - maybe I haven't seen automated analysis tools that are more advanced and able to address some of the drawbacks I've mentioned.  If so, any suggestions on tools I should be looking at instead?

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