CASE STUDY — PITTSBURGH TECHNOLOGY COUNCIL

Rethinking how a technology council serves its members

Using mixed-methods research to redesign how nearly 1,000 member companies engage with the Council.

The 90-second version

Problem
PTC had deep knowledge of its members, but limited research to validate patterns in what different companies valued and how they engaged.
Method
17 stakeholder interviews, journey mapping, membership analytics, and executive workshops over 2024–2025.
Finding
Research identified distinct patterns across industries, member goals, and service use, with the first year emerging as a critical engagement window.
Outcome
Findings informed a more targeted, coalition-based engagement strategy, including expanded industry-focused groups.
17
interviews
8
industries
~1,000
member companies
Role
UX Researcher
Timeline
2024–2025
Team
PTC Leadership · Staff · Board Members

Overview

During my two years at the Pittsburgh Technology Council (2024–2026), I led a research initiative into the member experience that ran from 2024 to 2025. The Council supports nearly 1,000 organizations, from startups to Fortune 500 companies, across technology, manufacturing, healthcare, education, and cybersecurity.

PTC already understood that members engaged with the organization in different ways. Staff brought deep knowledge of member companies and often tailored recommendations based on their experience, but there had been limited research to systematically capture and validate those patterns across the organization.

I led a mixed-methods research initiative to build a shared, evidence-based understanding of what members valued, how they engaged with PTC, and where opportunities existed to strengthen the experience. The findings helped identify retention opportunities and informed the Council's 2025–2028 strategic planning.

My role

I led research across qualitative, quantitative, and strategic workstreams, collaborating with internal partners where needed.

Designed and ran 17 semi-structured interviews across eight industries
Built affinity maps and customer journey maps
Analyzed membership, retention, and service utilization data to test qualitative patterns
Facilitated strategic planning workshops with executives, staff, and board members
Interviews
Synthesis
Data validation
Workshops
Strategy
Research program

What members said, what the data showed, what leadership did with it.

01 — QUALITATIVE

Understanding member experience

I conducted 17 semi-structured interviews across eight industries to understand why members joined, what they valued, how they navigated PTC's services, and how their engagement changed over time.

From individual experiences to shared patterns

I synthesized interviews in two ways: across the member lifecycle to identify moments of friction, and across participants to identify recurring patterns in needs, behaviors, and service use.

Customer journey map for new member onboarding, mapping awareness through retention with scenarios, touchpoints, and pain points
New member onboarding journey map, from awareness through retention.
Affinity wall clustering interview notes into themes across PTC membership, events, and communication
Affinity wall synthesizing interview themes across membership, events, and communication.

Key findings

1
Different members sought different kinds of value
Goals and service preferences varied based on members' needs, priorities, and company context.
2
The first year was a critical engagement window
Members could feel overwhelmed by the breadth of services and unsure where to begin.
3
Events delivered value, and revealed friction
Members valued thought leadership and learning opportunities, while making the right connections could still be difficult.

An emerging pattern

Members weren't trying to use everything. They gravitated toward a small subset of services based on what their company was trying to accomplish.

Member goal
Services that resonated
Build visibility & business connections
Events · Networking · Visibility opportunities
Find and develop talent
Talent & hiring programs
Learn from peers & industry leaders
Events · Thought leadership · Industry communities
Build regional presence & partnerships
Visibility · Speaking opportunities · Community involvement

This raised a larger question: Could we see these differences in actual service utilization across the broader membership?

02 — QUANTITATIVE

Testing patterns against member behavior

Working with a data analyst who cleaned and prepared the CRM data, I analyzed member engagement and renewal patterns across broader industry clusters to test whether themes from the interviews appeared at scale.

DATA
Industry · Tenure · Service touchpoints · Renewal
ANALYSIS
Correlation across service area, tenure & industry cluster (correlation was used to identify relationships, not establish causation)

Additional findings from data

1
Engagement patterns differed across member groups

Different industry clusters showed different relationships between service engagement and renewal, broadly reinforcing the qualitative finding that members found value in different parts of PTC.

Industry cluster
Engagement pattern
Entrepreneurial companies
Visibility stood out
Manufacturing
Multiple services mattered
Technology
Business development + visibility stood out
Technology users
Business access + talent mattered
Education / Gov / Nonprofit
More relationship-led
2
Member tenure changed the picture

Member tenure added another layer: the relationship between engagement and renewal looked different depending on how long a company had been a member.

Year 1
Foundation
Years 1–3
Strongest engagement–renewal relationship
3+ Years
Relationship-led

Together, the qualitative and quantitative findings suggested that a single engagement model couldn't fully explain how members found value: both company context and membership stage mattered.

03 — FACILITATION

Turning research into strategy

Research alone wasn't the goal. I facilitated strategic planning workshops with executives, staff, and board members to translate findings into organizational decisions and build alignment around shared priorities. These sessions moved stakeholders from discussing isolated services to thinking about the member experience as an integrated system.

Facilitating a strategic planning workshop, sorting sticky notes on a whiteboard
Facilitating a workshop with PTC staff to brainstorm improvements across the member experience.
Workshop synthesis board grouping stakeholder input into themes such as people, jobs, awareness and brand, region, and resources
Sorting executive and board member input into themes during a strategic planning workshop.

From insight to implementation

Unlike a typical product project, many opportunities required organizational change rather than interface redesign. PTC had deep institutional knowledge, but translating that knowledge into a shared approach meant navigating different member needs, existing workflows, and the realities of supporting nearly 1,000 companies.

The challenge wasn't simply identifying opportunities — it was turning research into recommendations teams could realistically adopt. That required understanding operational constraints, building stakeholder alignment, and connecting qualitative insight with quantitative evidence.

The work wasn't just about uncovering pain points. It was about making research usable within a complex organization.


Impact

The research provided evidence for a more targeted approach to member engagement. Findings around differing member needs and service use became one input into strategic planning, alongside leadership's organizational knowledge and priorities.

With leadership support, PTC moved toward a more coalition-based engagement model, expanding industry-focused communities such as Defense Robotics, Data Center, and Advanced Manufacturing.

Before
Deep member knowledge distributed across staff
Research + strategic planning
Shared strategy
More targeted, coalition-based engagement

Reflection

This project changed how I think about research impact. Strong findings matter, but they only go so far if they don't account for how an organization actually works. I learned to think beyond the research itself and consider what it would take for people to understand, trust, and act on it.

— Grace, UX Researcher & Service Designer

There's always more to the story.

Curious about the research, decisions, or what happened behind the scenes? I'd love to chat.

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