Discovery research and a UX strategy roadmap
Two phases of discovery with agents and ProAg staff, from interviews and workshops to an archetype, early concepts and a phased roadmap.
- Role
- Contributing UX designer (SDG team)
- Scope
- Interviews, System demos, Workshops, Archetype, Survey, Journey map, Concepts, Roadmap

The problem
ProAg wanted a more cohesive experience across the tools its agents use every day, and needed to know where to start. Our SDG team ran a two-phase UX strategy project to find out.
How the work ran
Listen
Interviews with staff and agents, and system demos.
Ideate together
Workshops, an impact and effort matrix, co-concepting.
Frame the choice
Strategic paths for leadership to weigh.
Picture the agent
An archetype, tested with a survey.
Find a start
Early concepts and quick wins.
Plan
A phased horizon map.
Phase 1: discovery
1Listen
We interviewed ProAg stakeholders across roles and agents across regions, then affinity-mapped the recordings into themes. System demos gave us the context around the tools agents rely on.
2Ideate together
In “How might we” workshops with ProAg, small teams generated ideas and plotted the strongest themes on an impact and effort matrix. Co-concepting sessions turned them into statements written from the agent’s point of view.
3Frame the choice
We laid out strategic paths for leadership to weigh against the research and the product vision.
Phase 2: a plan for the plan
4Picture the agent
We wrote an agent archetype to give the team a shared picture of the agent, and ran a survey to test what we had heard at a larger scale.
5Find a start
We sketched early concepts for where agents begin their work, and identified small improvements that could ship ahead of larger changes.
6Plan
Strategy sessions with leaders across disciplines produced a phased horizon map for product strategy, user research and design.
UX strategy research and roadmapMore of the research and planning artifacts.Password required