Guides & tutorials · Module 01

Pre-analysis module

This module lets you pre-analyze information extracted from transcripts. The steps for completing the process are described below.

View the steps

Before you start

A clear path for preparing your data

Pre-analysis connects participant voices with a shared reading structure. Move through each stage at your own pace while preserving the context of every response.

Step by step

From document to matrix

Complete the five stages to get an organized first read that is ready for deeper analysis.

Stage 1

Step 1: Create the pre-analysis matrix

Start with the study questions and define a matrix that brings together themes, categories and the spaces where responses will be organized.

Stage 2

Step 2: Have the transcripts in PDF

Gather interview and group-session transcripts in PDF format. One file per session makes review and processing easier.

Stage 3

Step 3: Create a board to organize information

Use a board to arrange each document, identify its status and keep the information journey visible.

Stage 4

Step 4: Process the information

Process documents to locate the responses linked to each question and group them according to the matrix themes.

Stage 5

Step 5: Download the results matrix

Review the result and download the matrix to continue the analysis, share findings or prepare your report.

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Find requirements, recommendations and examples for each type of session.