Executes the Research workflow as Creative Intelligence.
Workflow Overview#
Goal: Conduct comprehensive research and provide actionable insights
Phase: Cross-phase (supports all BMAD phases)
Agent: Creative Intelligence
Inputs: Research topic, research type, specific questions
Output: Structured research report with findings, analysis, and recommendations
Duration: 30-90 minutes
Pre-Flight#
- Load context per
helpers.md#Combined-Config-Load -
Explain purpose:
"I'll conduct comprehensive research on your topic. This produces a structured report with findings, competitive analysis (if applicable), and actionable recommendations."
Research Process#
Use TodoWrite to track: Define Scope â Select Research Type â Gather Information â Analyze Findings â Create Competitive Matrix â Extract Insights â Generate Report â Update Status
Part 1: Define Research Scope#
Ask user:
Q1: Research Topic
"What are we researching?"
Examples:
- Market size for fitness apps
- Competitors in project management space
- Best practices for authentication
- User needs for accessibility features
- Technology options for real-time features
Store as: {{research_topic}}
Q2: Research Type
"What type of research?"
Options:
- Market Research - Market size, trends, growth, customer segments
- Competitive Research - Competitors, features, positioning, gaps
- Technical Research - Technologies, frameworks, best practices, patterns
- User Research - User needs, pain points, behaviors, journeys
- Mixed - Combination of above
Store as: {{research_type}}
Q3: Specific Questions
"What specific questions should this research answer?"
List 3-7 key questions to guide research.
Store as: {{research_questions}}
Q4: Constraints
"Any constraints or focus areas?"
Examples:
- Geographic region (US market only)
- Industry segment (B2B SaaS)
- Technology stack (React ecosystem)
- Budget range ($0-50K tools)
Store as: {{constraints}}
Part 2: Select Research Methods#
Based on research type, determine methods:
For Market Research:
- WebSearch for industry reports, market analysis, trends
- WebFetch for analyst reports and whitepapers
- Document secondary research sources
- Quantify market size, growth rate, segments
For Competitive Research:
- WebSearch for competitor websites, reviews, comparisons
- WebFetch for product pages, pricing, documentation
- Create competitive feature matrix
- Identify gaps and opportunities
For Technical Research:
- WebSearch for documentation, tutorials, comparisons
- WebFetch for official docs, GitHub repos
- Task tool with Explore subagent for codebase research
- Evaluate technologies against criteria
For User Research:
- WebSearch for user forums, reviews, surveys
- WebFetch for user studies, accessibility guidelines
- Analyze pain points and needs
- Map user journeys
Inform user:
"Research approach:
- Method 1: {{method}}
- Method 2: {{method}}
- Method 3: {{method}}
Starting research..."
Part 3: Gather Information#
Execute research using appropriate tools.
Market Research
Use WebSearch for:
- " { { market } } market size 2025 "
- " { { market } } industry trends "
- " { { market } } growth projections "
- " { { market } } customer segments "
Capture:
- Market size (TAM, SAM, SOM if available)
- Growth rate (CAGR)
- Key trends
- Major players
- Customer segments
- Revenue models
Competitive Research
For each competitor (3-7 competitors):
Use WebSearch:
- " { { competitor_name } } features "
- " { { competitor_name } } pricing "
- " { { competitor_name } } reviews "
- " { { competitor_name } } vs alternatives "
Use WebFetch on:
- Product pages
- Pricing pages
- Documentation
- Feature lists
- Customer reviews
Capture per competitor:
### { { Competitor Name } }
**Overview:** { { description } }
**Target Market:** { { target } }
**Pricing:** { { pricing_model } }
**Key Features:**
- Feature 1
- Feature 2
- Feature 3
**Strengths:**
- Strength 1
- Strength 2
**Weaknesses:**
- Weakness 1
- Weakness 2
**Unique Differentiators:** { { what_makes_them_unique } }
**Source:** { { url } }
Technical Research
For each technology/framework:
Use WebSearch:
- " { { technology } } documentation "
- " { { technology } } best practices "
- " { { technology } } vs { { alternative } } "
- " { { technology } } performance benchmarks "
Use WebFetch for:
- Official documentation
- GitHub repo (stars, issues, activity)
- Performance comparisons
- Community size
If researching internal codebase:
- Use Task tool with Explore subagent
- Search for usage patterns
- Identify dependencies
- Analyze architecture
Capture per technology:
### { { Technology Name } }
**Purpose:** { { what_it_does } }
**Maturity:** { { stable/beta/experimental } }
**Community:** { { size_indicators } }
**Performance:** { { benchmarks } }
**Pros:**
- Pro 1
- Pro 2
**Cons:**
- Con 1
- Con 2
**Best For:** { { use_cases } }
**Avoid If:** { { anti_patterns } }
**Source:** { { url } }
User Research
Use WebSearch for:
- " { { user_type } } pain points { { domain } } "
- " { { user_type } } needs { { domain } } "
- " user reviews { { related_products } } "
- " accessibility requirements { { domain } } "
Use WebFetch for:
- User forums and discussions
- Product reviews
- Accessibility guidelines (WCAG, etc.)
- User research reports
Capture:
- User personas
- Pain points
- Needs and goals
- Behavior patterns
- Accessibility requirements
- User journey insights
Part 4: Analyze Findings#
Synthesize all gathered information.
For each research question from Part 1:
### Q: { { research_question } }
**Answer:** { { synthesis_from_research } }
**Supporting Evidence:**
- { { source_1 } } : { { finding } }
- { { source_2 } } : { { finding } }
- { { source_3 } } : { { finding } }
**Confidence:** High | Medium | Low
**Gaps:** { { what_we_still_dont_know } }
Identify patterns:
- Common themes across sources
- Conflicting information (note discrepancies)
- Gaps in available information
- Surprising findings
Part 5: Create Competitive Matrix (if applicable)#
If research type is Competitive or Mixed, create feature comparison.
Matrix format:
## Competitive Feature Matrix
| Feature | Our Product | Competitor 1 | Competitor 2 | Competitor 3 |
|---------|-------------|--------------|--------------|--------------|
| Feature 1 | â Planned | â | â | â |
| Feature 2 | â | â | â | â |
| Feature 3 | â Unique | â | â | â |
Legend:
- â = Available
- â = Not available
- â Planned = On roadmap
- â Unique = Our differentiator
Pricing comparison (if applicable):
## Pricing Comparison
| Competitor | Entry Tier | Mid Tier | Enterprise | Notes |
|------------|------------|----------|------------|-------|
| Competitor 1 | $10/mo | $50/mo | Custom | Free tier available |
| Competitor 2 | $0 | $25/mo | $200/mo | Freemium model |
| Competitor 3 | $15/mo | $75/mo | Custom | 14-day trial |
Part 6: Extract Key Insights#
Identify 5-10 actionable insights from research.
Format each insight:
### Insight { { N } } : { { title } }
**Finding:** { { what_research_revealed } }
**Implication:** { { what_this_means_for_our_project } }
**Recommendation:** { { what_we_should_do } }
**Priority:** High | Medium | Low
**Supporting Data:** { { sources_and_specifics } }
Categorize insights:
- Market insights
- Competitive insights
- Technical insights
- User insights
- Risk insights
- Opportunity insights
Part 7: Generate Research Report#
Create research report per helpers.md#Apply-Variables-to-Template
Use template: research-report.md (or generate inline)
Report structure:
# Research Report: { { research_topic } }
**Date:** { { date } }
**Research Type:** { { research_type } }
**Duration:** { { duration } }
## Executive Summary
{ { 2-3_paragraph_summary } }
Key findings:
- Finding 1
- Finding 2
- Finding 3
## Research Questions
{ { questions_from_part_1 } }
## Methodology
**Research approach:**
- { { method_1 } }
- { { method_2 } }
- { { method_3 } }
**Sources:** { { count } } sources consulted
**Time period:** { { date_range_of_research } }
## Findings
### Research Question 1: { { question } }
{ { answer_from_part_4 } }
### Research Question 2: { { question } }
{ { answer_from_part_4 } }
[All questions...]
## Detailed Analysis
{ { If market research: } }
### Market Overview
- Market Size: { { size } }
- Growth Rate: { { rate } }
- Key Trends: { { trends } }
- Customer Segments: { { segments } }
{ { If competitive research: } }
### Competitive Landscape
{ { competitive_matrix_from_part_5 } }
#### Competitor Profiles
{ { detailed_competitor_analysis_from_part_3 } }
#### Competitive Gaps
- Gap 1: { { what_competitors_lack } }
- Gap 2: { { opportunity_for_differentiation } }
{ { If technical research: } }
### Technology Evaluation
{ { technology_comparisons_from_part_3 } }
#### Recommended Technology Stack
- Technology 1: { { rationale } }
- Technology 2: { { rationale } }
{ { If user research: } }
### User Insights
- Pain Points: { { findings } }
- Needs: { { findings } }
- Behavior Patterns: { { findings } }
- Accessibility: { { requirements } }
## Key Insights
{ { insights_from_part_6 } }
## Recommendations
### Immediate Actions (Next 2 weeks)
1. { { action_1 } }
2. { { action_2 } }
### Short-term (Next 1-3 months)
1. { { action_1 } }
2. { { action_2 } }
### Long-term (3+ months)
1. { { action_1 } }
2. { { action_2 } }
## Research Gaps
**What we still don ' t know:**
- Gap 1: { { unanswered_question } }
- Gap 2: { { area_needing_deeper_research } }
**Recommended follow-up research:**
- Follow-up 1
- Follow-up 2
## Sources
1. { { source_1 } } - { { url } }
2. { { source_2 } } - { { url } }
3. { { source_3 } } - { { url } }
[All sources...]
## Appendix
{ { Any additional data, charts, or detailed comparisons } }
---
*Generated by BMAD Method v6 - Creative Intelligence*
*Research Duration: { { duration } } minutes*
*Sources Consulted: { { count } } *
Save to: {{output_folder}}/research-{{topic}}-{{date}}.md
Inform user:
â Research Complete!
Research Type: { { type } }
Sources Consulted: { { count } }
Key Insights: { { count } }
Document: { { file_path } }
Top 3 Insights:
1. { { insight_1_title } }
2. { { insight_2_title } }
3. { { insight_3_title } }
Top Recommendation: { { top_recommendation } }
Update Status#
Per helpers.md#Update-Workflow-Status
Update bmm-workflow-status.yaml:
last_workflow: research
last_workflow_date: { { current_date } }
research:
reports_completed: { { increment_count } }
last_research_topic: { { research_topic } }
last_research_type: { { research_type } }
total_sources: { { total_count } }
Recommend Next Steps#
Based on research type and findings:
If Market Research â Business Analyst or Product Manager
Next: Use market insights for product positioning
Run: /product-brief or /prd
Incorporate market trends and customer segments
If Competitive Research â Product Manager
Next: Define competitive differentiation
Run: /prd
Use competitive gaps to inform feature prioritization
If Technical Research â System Architect
Next: Incorporate technology recommendations
Run: /architecture
Use evaluated technologies in system design
If User Research â Product Manager or UX Designer
Next: Create user-centered requirements
Run: /prd or /create-ux-design
Use pain points and needs to inform design
If Research revealed gaps â Creative Intelligence
Next: Conduct follow-up research
Run: /research again with refined questions
Fill knowledge gaps
If Research supports hypothesis â Continue to planning
Next: Move to planning phase
Run: /prd or /tech-spec
Use research insights to inform requirements
Helper References#
- Load config:
helpers.md#Combined-Config-Load - Apply template:
helpers.md#Apply-Variables-to-Template - Save document:
helpers.md#Save-Output-Document - Update status:
helpers.md#Update-Workflow-Status - Determine next:
helpers.md#Determine-Next-Workflow
Notes for LLMs#
- Use TodoWrite to track 8 research steps
- Use appropriate tools: WebSearch (market/competitive), WebFetch (documentation), Task with Explore (codebase)
- Cite all sources with URLs
- Quantify findings when possible (market size, feature counts, etc.)
- Create competitive matrix for competitive research
- Note confidence level for each finding
- Identify research gaps and recommend follow-up
- Extract actionable insights, not just raw data
- Provide specific recommendations with priorities
- Use helpers.md references for all common operations
- Format report for readability (tables, lists, sections)
- Include executive summary for quick reference
- Recommend logical next workflow based on research type
Remember: Research should answer specific questions with evidence-based findings and actionable recommendations. Always cite sources and quantify when possible.