UX Research & Behavioral Strategy

Most research
produces insight.
Very little produces
coordinated action.

Upstream was built to close the gap between insight and action, connecting what you learn to what your team does next.

Countries
35+
Initiatives led
50+
Years of practice
Since '08
Approach
Senior-led, start to finish
Our Purpose

Built to solve
the insight ➜ action gap

We partner with product, UX, and insights leaders who want to lead with confidence. Our work gives organizations shared language, a clearer direction, and practical ways to move forward, especially when teams are stuck or systems feel too complex to shift.

Let's stop debating the problem and start solving it.

Insight ➜ Action Gap

Reports burden teams with ambiguously synthesized insights, hindering direct action. Research programs stall. Reports go unused.

Data ➜ Behavior Gap

Gathering knowledge does not ensure it drives behavior change. Root cause disagreements derail momentum.

Say ➜ Do Gap

What people say and do often differs. Over-reliance on quant to validate qual leads to solutions that lack impact.

Inside ➜ Out Gap

Organizations frame research from their own POV, limiting upside to only incremental changes.

Why our work feels different

Senior-led, start to finish

You will not be handed off to junior staff. The people you meet are the people doing the work, grounded in behavioral theory and real-world application.

Tools that scale impact

Our frameworks and artifact deliverables go beyond description. They align teams, sharpen decision-making, and translate user needs into confident action.

A partner in unlocking potential

We reframe and realign, bringing fresh structure to complex problems. Change is not optional. Alignment is how you get there.

Our Approach

We build clarity into every step

Most teams don't struggle because they lack data. They struggle because they don't agree on what it means or what to do next. That's where we come in.

Where research breaks down is rarely insight quality. It's the handoff from insight ➜ decision ➜ action.

How we work

Based on complexity, projects inclusive of primary research can be completed in as little as 8 weeks. We can also work with existing assets to build summary artifacts that align teams to a shared view of the customer opportunity.

Strategy View
Experience understanding
Executive-focused implications. Built for leaders who need confidence to act, not more data to review.
01
Framing
Senior-led scoping. Business goals anchored to methods and deliverables from day one.
02
Research
Structured 1-1 IDIs with behavioral probes. We go beyond preferences to uncover real motivations and progress milestones.
03
Synthesis
Pattern identification across motivations, barriers, and experience enablers, structured into a shared narrative framework.
04
Action tools
Two deliverables. Two audiences. One shared direction. Purpose-built to generate alignment and enable decisions.
Behavioral thinking throughout

Rooted in how behavior actually changes.
Built around how teams actually work.

Frame the problem correctly

Behavioral models uncover emotional drivers and ensure you're solving root causes, not just visible symptoms.

Translate insight into decision tools

Research becomes visual systems, behavioral maps and adoption roadmaps, giving every stakeholder a clear role in driving change.

Make insights work for doers

Functional artifacts fit your workflow and reduce friction for PMs and designers. Clear alignment ensures insights inform real actions.

Case Studies

What it looks like in action

We've led 50+ projects across health, technology, education, and community platforms, across 35 countries. Here are some overviews of our work:

Meta
Scale Facebook Events product by increasing shared value
Shifted Facebook Events from a transactional feature to a goal-oriented, two-sided product experience connecting Creators and Discoverers across four global markets.
Research151 qualitative interviews, 1,909 quant respondents across Indonesia, Mexico, Brazil, India
Output5 Creator + 6 Discoverer segments, 13 overlapping opportunity spaces, experimentation roadmap
Demonstrated increase in adoption
Tribune Publishing
Develop & launch new businesses leveraging company assets
Applied a goal-oriented routine/habitual use model to identify new business directions constrained to existing advertiser and consumer markets.
Research36 qualitative interviews, 1,200 quant respondents, 3 participatory design sessions
Output3 segments, 3 opportunity spaces per segment, 3 service blueprints for new business concepts
Acquisition strategy implemented
Ascension Health
Reduce hospital readmission rates tied to joint replacement surgery
Mapped the complete patient journey from diagnosis through 90 days post-op, identifying systemic gaps and designing an ideal future workflow using telemedicine innovations.
ResearchPatient research pre/post surgery + internal research across all connected departments
OutputService blueprint with identified gaps; future experience map for new workflow
Informed centralized telehealth system build
Product Adoption

Upstream's process opened our minds to new ways of addressing our users' needs, and approaches for our products to cross from early adopters to the majority.

Problem Framing

Upstream has been a valuable partner in breaking down complex problems into tangible frameworks. They've greatly enabled product development and design experiments.

Strategic Clarity

The behavioral frameworks helped us move from endless debates to clear decisions. Our team finally speaks the same language about customer needs.

Trusted by leading organizations
Client logos
About us

Built on behavioral science. Refined by 15+ years in the field.

Upstream was founded in 2008 by practitioners who saw the same pattern: brilliant research gathering dust because teams could not bridge the insight-to-action gap. We built frameworks, methods, and tools that turn insights into shared direction, and direction into coordinated work.

Featured speaker at UXPA International Conference 2019
Contributor to "Jobs To Be Done: Theory to Practice" (2016)
Guest lecturer at Northwestern University, Kellogg School of Management
Research methods training for Meta, Morningstar, and Fortune 500 teams
Common problems we solve
Pain 01
Research becomes a report factory
Your team delivers insights, but they do not move decisions forward. Leaders nod, then nothing changes.
Pain 02
Insights do not translate to action
You have data. You have findings. But PMs and designers struggle to know what to do with it.
Pain 03
Teams cannot agree on what matters
Every stakeholder interprets the research differently. Alignment meetings turn into debates.

Let's talk about your challenge

Whether you're stuck on a research problem or need a partner to translate insights into action, we'd love to explore how we can help.

Projects are scoped collaboratively to match your timeline, budget, and business objectives. We typically respond within 24 hours.