If you’re reading this article, you’ve probably come across the term Research Operations and may already be investing in developing corresponding proficiencies across your organization. 

At Tetra, we’ve worked with our clients to develop such a maturity curve to showcase the processes and systems required to achieve research operational excellence.

Research Operations framework

The most effective way to improve at research operations is to break it down into digestible characteristics and recommendations plotted across the phases of organizational adoption and maturity.


Research operations is first and foremost about developing the necessary research methodologies to generate high-quality data and insights to inform decision making. Fundamentally, research processes encompasses three parts:

  • Conducting research: the steps that include identifying learning objectives to executing an initiative and generating data
  • Presenting research: the steps that include analyzing and synthesizing data into shareable insights for consumption by various stakeholders
  • Scaling research: the steps that include making research, data, and insights more accessible to stakeholders across the organizations


Of course, no process happens in a vacuum. All research must be conducted within an organizational environment with the required resources and incentives. Fundamentally there are two critical parts of a system as it relates to research operations:

  • Culture: the staffing and leadership within an organization
  • Technology: the procurement and adoption of tooling in an organization

Take the self-assessment

Now that we’ve covered the processes and systems required to achieve excellence in research operations, it’s time to identify priorities and areas for improvement in your organization. Click here to take our research operations self-assessment.


Moving up the maturity curve

To learn more about our framework and achieving excellence at research operations, download our report on Leveling Up Your Research Operations featuring data from 100+ corporate research teams.