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How do you organize your research?

May 12, 2023

How do different professionals organize their research? We asked people from different teams across Global Nexis Solutions to hear their workflow process.


Video Transcript


Speakers: Joshua Weil, Manager of Software Engineering. Kate Delahanty, Product Marketing Specialist . Stacey Sosna, Customer Success Manager. Tom Biddle, Segment General Manager. Tommy Williams, Business Development Manager. Harsha Alladi, Software Engineer. Krista Rogers, Digital Customer Success Manager. Mike Saccocio, Demand Generation Manager. Tammy Berg , Director, Customer Success

How do you stay organized doing research?

Stacey Sosna: Keeping a really good checklist, helps me stay organized and know what I've already done and what I have left to do.

Tom Biddle: I stay organized and doing my research by having a number of applications open. I usually save things down into an Excel file like links and make little notes and also have Microsoft Word open where I'm usually writing longer form notes and creating a deliverable.

Mike Saccocio: You know, I've tried a lot of different methods over the years. Some that have worked and I've kept with me and others, I've disregarded very quickly.

Tammy Berg : I do try to copy and paste things into word documents. So at least I have one place that I'm trying to put the research that I'm doing.

Tommy Williams: I think the biggest thing for me to stay organized is it's pretty simple by having multiple monitors.

Harsha Alladi: I stay organized by putting my content into respective collections.

Kate Delahanty: I'm usually bookmarking a bunch of pages that I might want to go back to. I'm making lists and adding bullet points with important information or topics. I may want to revisit and I'm usually

Joshua Weil: I've had some luck organizing myself into high level areas to focus on and then I keep notes and files and attachments, etcetera located under that same heading.

Krista Rogers: Well, it depends on how good I am at procrastinating that day and I'm an overachiever.



Produced with Vocal Video