Research Workflow - Multi-Type Research System
Overview
The Research Workflow is a comprehensive, adaptive research system that supports multiple research types through an intelligent router pattern. This workflow consolidates various research methodologies into a single, powerful tool that adapts to your specific research needs - from market analysis to technical evaluation to AI prompt generation.
Version 2.0.0 - Multi-type research system with router-based architecture
Key Features
🔀 Intelligent Research Router
- 6 Research Types: Market, Deep Prompt, Technical, Competitive, User, Domain
- Dynamic Instructions: Loads appropriate instruction set based on research type
- Adaptive Templates: Selects optimal output format for research goal
- Context-Aware: Adjusts frameworks and methods per research type
🔍 Market Research (Type: market)
- Real-time web research for current market data
- TAM/SAM/SOM calculations with multiple methodologies
- Competitive landscape analysis and positioning
- Customer persona development and Jobs-to-be-Done
- Porter's Five Forces and strategic frameworks
- Go-to-market strategy recommendations
🤖 Deep Research Prompt Generation (Type: deep_prompt)
- Optimized for AI Research Platforms: ChatGPT Deep Research, Gemini, Grok DeepSearch, Claude Projects
- Prompt Engineering Best Practices: Multi-stage research workflows, iterative refinement
- Platform-Specific Optimization: Tailored prompts for each AI research tool
- Context Packaging: Structures background information for optimal AI understanding
- Research Question Refinement: Transforms vague questions into precise research prompts
🏗️ Technical/Architecture Research (Type: technical)
- Technology evaluation and comparison matrices
- Architecture pattern research and trade-off analysis
- Framework/library assessment with pros/cons
- Technical feasibility studies
- Cost-benefit analysis for technology decisions
- Architecture Decision Records (ADR) generation
🎯 Competitive Intelligence (Type: competitive)
- Deep competitor analysis and profiling
- Competitive positioning and gap analysis
- Strategic group mapping
- Feature comparison matrices
- Pricing strategy analysis
- Market share and growth tracking
👥 User Research (Type: user)
- Customer insights and behavioral analysis
- Persona development with demographics and psychographics
- Jobs-to-be-Done framework application
- Customer journey mapping
- Pain point identification
- Willingness-to-pay analysis
🌐 Domain/Industry Research (Type: domain)
- Industry deep dives and trend analysis
- Regulatory landscape assessment
- Domain expertise synthesis
- Best practices identification
- Standards and compliance requirements
- Emerging patterns and disruptions
Usage
Basic Invocation
workflow research
The workflow will prompt you to select a research type.
Direct Research Type Selection
# Market research
workflow research --type market
# Deep research prompt generation
workflow research --type deep_prompt
# Technical evaluation
workflow research --type technical
# Competitive intelligence
workflow research --type competitive
# User research
workflow research --type user
# Domain analysis
workflow research --type domain
With Input Documents
workflow research --type market --input product-brief.md --input competitor-list.md
workflow research --type technical --input requirements.md --input architecture.md
workflow research --type deep_prompt --input research-question.md
Configuration Options
Can be customized through workflow.yaml:
- research_depth:
quick,standard, orcomprehensive - enable_web_research:
true/falsefor real-time data gathering - enable_competitor_analysis:
true/false(market/competitive types) - enable_financial_modeling:
true/false(market type)
Workflow Structure
Files Included
research/
├── workflow.yaml # Multi-type configuration
├── instructions-router.md # Router logic (loads correct instructions)
├── instructions-market.md # Market research workflow
├── instructions-deep-prompt.md # Deep prompt generation workflow
├── instructions-technical.md # Technical evaluation workflow
├── template-market.md # Market research report template
├── template-deep-prompt.md # Research prompt template
├── template-technical.md # Technical evaluation template
├── checklist.md # Universal validation criteria
├── README.md # This file
└── claude-code/ # Claude Code enhancements (optional)
├── injections.yaml # Integration configuration
└── sub-agents/ # Specialized research agents
├── bmm-market-researcher.md
├── bmm-trend-spotter.md
├── bmm-data-analyst.md
├── bmm-competitor-analyzer.md
├── bmm-user-researcher.md
└── bmm-technical-evaluator.md
Workflow Process
Phase 1: Research Type Selection and Setup
- Router presents research type menu
- User selects research type (market, deep_prompt, technical, competitive, user, domain)
- Router loads appropriate instructions and template
- Gather research parameters and inputs
Phase 2: Research Type-Specific Execution
For Market Research:
- Define research objectives and market boundaries
- Conduct web research across multiple sources
- Calculate TAM/SAM/SOM with triangulation
- Develop customer segments and personas
- Analyze competitive landscape
- Apply industry frameworks (Porter's Five Forces, etc.)
- Identify trends and opportunities
- Develop strategic recommendations
- Create financial projections (optional)
- Compile comprehensive report
For Deep Prompt Generation:
- Analyze research question or topic
- Identify optimal AI research platform (ChatGPT, Gemini, Grok, Claude)
- Structure research context and background
- Generate platform-optimized prompt
- Create multi-stage research workflow
- Define iteration and refinement strategy
- Package with context documents
- Provide execution guidance
For Technical Research:
- Define technical requirements and constraints
- Identify technologies/frameworks to evaluate
- Research each option (documentation, community, maturity)
- Create comparison matrix with criteria
- Perform trade-off analysis
- Calculate cost-benefit for each option
- Generate Architecture Decision Record (ADR)
- Provide recommendation with rationale
For Competitive/User/Domain:
- Uses market research workflow with specific focus
- Adapts questions and frameworks to research type
- Customizes output format for target audience
Phase 3: Validation and Delivery
- Review outputs against checklist
- Validate completeness and quality
- Generate final report/document
- Provide next steps and recommendations
Output
Generated Files by Research Type
Market Research:
market-research-{product_name}-{date}.md- Comprehensive market analysis report (10+ sections)
Deep Research Prompt:
deep-research-prompt-{date}.md- Optimized AI research prompt with context and instructions
Technical Research:
technical-research-{date}.md- Technology evaluation with comparison matrix and ADR
Competitive Intelligence:
competitive-intelligence-{date}.md- Detailed competitor analysis and positioning
User Research:
user-research-{date}.md- Customer insights and persona documentation
Domain Research:
domain-research-{date}.md- Industry deep dive with trends and best practices
Requirements
All Research Types
- BMAD Core v6 project structure
- Web search capability (for real-time research)
- Access to research data sources
Market Research
- Product or business description
- Target customer hypotheses (optional)
- Known competitors list (optional)
Deep Prompt Research
- Research question or topic
- Background context documents (optional)
- Target AI platform preference (optional)
Technical Research
- Technical requirements document
- Current architecture (if brownfield)
- Technical constraints list
Best Practices
Before Starting
- Know Your Research Goal: Select the most appropriate research type
- Gather Context: Collect relevant documents before starting
- Set Depth Level: Choose appropriate research_depth (quick/standard/comprehensive)
- Define Success Criteria: What decisions will this research inform?
During Execution
Market Research:
- Provide specific product/service details
- Validate market boundaries carefully
- Review TAM/SAM/SOM assumptions
- Challenge competitive positioning
Deep Prompt Generation:
- Be specific about research platform target
- Provide rich context documents
- Clarify expected research outcome
- Define iteration strategy
Technical Research:
- List all evaluation criteria upfront
- Weight criteria by importance
- Consider long-term implications
- Include cost analysis
After Completion
- Review using the validation checklist
- Update with any missing information
- Share with stakeholders for feedback
- Schedule follow-up research if needed
- Document decisions made based on research
Research Frameworks Available
Market Research Frameworks
- TAM/SAM/SOM Analysis
- Porter's Five Forces
- Jobs-to-be-Done (JTBD)
- Technology Adoption Lifecycle
- SWOT Analysis
- Value Chain Analysis
Technical Research Frameworks
- Trade-off Analysis Matrix
- Architecture Decision Records (ADR)
- Technology Radar
- Comparison Matrix
- Cost-Benefit Analysis
- Technical Risk Assessment
Deep Prompt Frameworks
- ChatGPT Deep Research Best Practices
- Gemini Deep Research Framework
- Grok DeepSearch Optimization
- Claude Projects Methodology
- Iterative Prompt Refinement
Data Sources
The workflow leverages multiple data sources:
- Industry reports and publications
- Government statistics and databases
- Financial reports and SEC filings
- News articles and press releases
- Academic research papers
- Technical documentation and RFCs
- GitHub repositories and discussions
- Stack Overflow and developer forums
- Market research firm reports
- Social media and communities
- Patent databases
- Benchmarking studies
Claude Code Enhancements
Available Subagents
- bmm-market-researcher - Market intelligence gathering
- bmm-trend-spotter - Emerging trends and weak signals
- bmm-data-analyst - Quantitative analysis and modeling
- bmm-competitor-analyzer - Competitive intelligence
- bmm-user-researcher - Customer insights and personas
- bmm-technical-evaluator - Technology assessment
These are automatically invoked during workflow execution if Claude Code integration is configured.
Troubleshooting
Issue: Don't know which research type to choose
- Solution: Start with research question - "What do I need to know?"
- Market viability? →
market - Best technology? →
technical - Need AI to research deeper? →
deep_prompt - Who are competitors? →
competitive - Who are users? →
user - Industry understanding? →
domain
- Market viability? →
Issue: Market research results seem incomplete
- Solution: Increase research_depth to
comprehensive - Check: Enable web_research in workflow.yaml
- Try: Run competitive and user research separately for more depth
Issue: Deep prompt doesn't work with target platform
- Solution: Review platform-specific best practices in generated prompt
- Check: Ensure context documents are included
- Try: Regenerate with different platform selection
Issue: Technical comparison is subjective
- Solution: Add more objective criteria (performance metrics, cost, community size)
- Check: Weight criteria by business importance
- Try: Run pilot implementations for top 2 options
Customization
Adding New Research Types
- Create new instructions file:
instructions-{type}.md - Create new template file:
template-{type}.md - Add research type to
workflow.yamlresearch_typessection - Update router logic in
instructions-router.md
Modifying Existing Research Types
- Edit appropriate
instructions-{type}.mdfile - Update corresponding
template-{type}.mdif needed - Adjust validation criteria in
checklist.md
Creating Custom Frameworks
Add to workflow.yaml frameworks section under appropriate research type.
Version History
-
v2.0.0 - Multi-type research system with router architecture
- Added deep_prompt research type for AI research platform optimization
- Added technical research type for technology evaluation
- Consolidated competitive, user, domain under market with focus variants
- Router-based instruction loading
- Template selection by research type
- Enhanced Claude Code subagent support
-
v1.0.0 - Initial market research only implementation
- Single-purpose market research workflow
- Now deprecated in favor of v2.0.0 multi-type system
Support
For issues or questions:
- Review workflow creation guide at
/bmad/bmb/workflows/create-workflow/workflow-creation-guide.md - Check validation against
checklist.md - Examine router logic in
instructions-router.md - Review research type-specific instructions
- Consult BMAD Method v6 documentation
Migration from v1.0 market-research
If you're used to the standalone market-research workflow:
# Old way
workflow market-research
# New way
workflow research --type market
# Or just: workflow research (then select market)
All market research functionality is preserved and enhanced in v2.0.0.
Part of the BMad Method v6 - BMM (BMad Method) Module - Empowering systematic research and analysis