Scaling Research Without Adding More Tools

Research rarely breaks because teams don’t care about quality. It breaks because the systems behind it don’t scale.

Recruitment takes longer than it should, tools multiply, context gets lost, and Research Ops teams spend their time stitching workflows together instead of supporting high-quality research.

In practice, that often looks like:

• Recruitment occurring outside the core research system
• Participant history scattered across tools
• More manual coordination for Research Ops than necessary

At Rally, we focus on the operational foundation that makes high-quality research possible at scale. That means giving teams flexibility without chaos and speed without shortcuts. It also means meeting teams where they are, supporting both their own users and the moments when they need to look beyond them.

That’s the thinking behind Rally’s integration with User Interviews.

Recruitment Flexibility, Built Into Your Existing Workflow

Most research teams start with their own users, and that’s often the right place to begin. But real-world research rarely stops there.

You might need to talk to:

• Non-users
• Prospective customers
• Specific roles or industries that aren’t represented in your current user base

Historically, reaching those audiences has meant stepping outside your core research system, introducing new tools, and creating more operational work for Research Ops teams to manage.

With User Interviews integrated directly into Rally, external recruitment fits into the same workflow teams already use every day. Studies are still created in Rally, and:

🗓️ Screening and scheduling follow the same structure

💬 Participant communication stays centralized

💸 Incentives are managed in one place

Recruitment expands, but operations stay intact!

One System Of Record, Even As Research Scales

As research volume increases, clarity becomes just as important as flexibility.

Teams need to know:

• Who showed up and who didn’t
• How often has someone participated
• What context exists across studies

Rally surfaces this information directly in the workflow, so researchers and Research Ops partners can see what’s happening at a glance without relying on memory or digging through disconnected tools.

Interviews clearly show attendance status, calendar acceptance, and host versus guest roles. These are small details, but they add up quickly when teams are running multiple studies each week.

External Recruitment, Without Operational Sprawl

The integration between Rally and User Interviews is all about expanding who teams can reach while keeping research operations centralized, consistent, and governed.

With both working together, teams get:

• More flexibility in who they can recruit
• A single system of record for participants
• Less operational overhead for Research Ops
• Research that scales without losing rigor

Recruitment, whether from your own users or an external panel, flows through the same system. Participant history remains visible, incentives stay tracked, and Research Ops teams maintain control without becoming bottlenecks.

TL;DR

Recruiting beyond your own users doesn’t have to mean more tools or more operational overhead. With Rally and User Interviews working together, teams can expand who they recruit while keeping screening, scheduling, incentives, and participant history centralized in one system. The result is more flexibility for researchers and less friction for Research Ops.

Want to see how this works in practice? See Rally in Action

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