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. 2019 Mar 18;3:886. [Version 1] doi: 10.12688/gatesopenres.12923.1

Table 2. Overview of enhanced and novel insight generation methods as part of the CUBES toolkit.

Method Primary insight gain Most testable CUBES
components
Method type Advantages Disadvantages
Descriptive
Journey mapping Tracking experiences and influencers
over time
Stages of change,
beliefs, emotions,
influencers and channels
Qualitative Mapping experience, influencers
drivers over time
Self-report
Observation
■   Time-and-motion
■   Infrastructure audits
■   ‘Structured immersive
observation’ (SIO)
Systematically tracking practices/
duration (time and motion), infrastructure
and supplies (audits), and CUBES-
structured contextual drivers (SIO)
Contextual drivers: structural,
systems and processes;
behaviors observed
Quantitative Behaviors and contextual drivers
and barriers can be measured
in their natural environment, in a
standardized and replicable way
Observed participants and
researchers are prone to behavioral or
recording biases, respectively.
Enhanced surveys
■   Driver-structured surveys Using CUBES as checklist aids
systematic capture of enablers, barriers,
influencers, and stages of change
All Quantitative Holistic overview of all potential
drivers possible in one dataset
per respondent
Not all drivers are equally well
captured by self-report
■   Informal confidential
voting interview (ICVI),
polling-booth surveys
Adding anonymized components
encourages responses on sensitive issues
Social norms, beliefs Quantitative,
ICVI also
qualitative
Greater disclosure on sensitive
issues
Yes/no response format leaves no
room to explore; anonymous data can
only be analyzed in aggregate
■   Standardized scales Testing perceptual drivers with
validated, standardized tools (e.g. self-
efficacy, risk propensity, personality)
Beliefs, personality Quantitative Ready-made aids to assessing
perceptual drivers and barriers
Prone to self-report bias
Standardized patients Tracking behaviors, context, and
interactions through simulated
‘patients’ with a set of standardized
characteristics
Contextual drivers:
structural, systems and
processes; behaviors
observed
Quantitative,
qualitative
components
Standardization allows for
comparability, realistic setting
and covert data collection for
realism
On its own, is mostly limited to ‘what’
data and cannot explore drivers for
practices.
Social network analysis Revealing direction and strength of
relationships in a system
Influencers, social norms Qualitative or
quantitative
Versatile (qualitative or quantitative),
useable for networks of any size
and type, unique method of
identifying influential targets for
potential intervention
Network modeling can only investigate
limited drivers and barriers in one
network.
Leveraging ‘passive’
datasets
Generating insights from sensor, mobile
phone, satellite, GPS, social media,
and other databases, with no direct
customer interaction
Different, depending on
dataset
Quantitative Large-scale existing datasets can
be tapped and integrated with
other research methods, ‘bird’s-
eye’ view of context possible
Passive nature means no opportunity
to probe; existing datasets may not
focus on key customer groups
In vitro’ experimental
Discrete choice
experiments
Participants make repeated choices
between a set of options whose
attributes are systematically varied, in
order to uncover which attributes are
most important
All, least useful for
biases
Quantitative Quick to develop, test, and
analyze. Participants do not have
to explain ‘reasons why’, which
are inferred from choices
Correlation of hypothetical with real-
world choices is difficult to predict.

Providing response options that clearly
represent distinct drivers and barriers
is not trivial
Decision games Gamified, social experiment version of
a discrete choice experiment
All, least useful for biases Quantitative
and/or qualitative
Gamification increases
engagement, asking about what
other participants select instead
of own choices circumvents
some respondent biases
Same as discrete choice experiments;
qualitative approach is difficult to
interpret
Implicit attitude tests Using reaction time in response to
tasks and other measurements to
determine whether participant sees
concepts as related or not
Biases Quantitative Unique method to assess strong
biases inaccessible to self-report
or observation
Method not well tested in low-resource
settings, correlation of output and
behavior not obvious, each test can only
test a limited number of associations
Simulated
‘What-if’ simulations Modeling simulated decision-making
or outcomes in response to changing
parameters in complex systems
All can be simulated n/a Unlimited permutations of
changes (‘what-if scenarios’) in a
complex system can be modelled
Any model will only be as good as the input
data (which does require field-level input),
highly specialized skills required