Learn the best archival methods and tools for your CRO experiment data, your team, and your knowledge base needs.
Create an accessible knowledge base location that serves as a test library for everyone in your organization.
This allows you to maintain trust with your clients and acts as an internal planning tool when you’re brainstorming other projects.
Build a custom, internal tool that is automatically updated by each team to maintain an idea backlog and complete experiment information.
Segment your experimentation process into ideas, hypotheses, analyses, and results, so you can maintain separate folders within your knowledge base.
This will make it easier for team members to extract insights from past tests and onboard new members quicker. For example, Growth Hackers’ tool Canvas presents this experimentation information, with a specific team member responsible for managing the archived KB.
Use a single platform like Effective Experiments to manage your CRO workflow, organize your ideas, observations, results, and reports in one program.
Use Powerpoint slides to archive tests for learning by capturing screenshots to highlight what’s being tested, aligning them with the hypotheses, and showing metrics that matter.
For example, Data for Decks uses this simple technique to archive their results, and also provide a quick and accessible reporting solution for executive understanding.
Use a tool like Iridion as an insights database, workflow management software, and experimentation tool.
Iridion contains a library of 200+ psychological behavior patterns and will include qualitative methods to improve text concepts before you test them.
Using a combination of Trello, Excel, and Powerpoint can provide greater visual clarity to non-optimization team members and executives, and provide engagement for future archival plans.
Use your testing tool to integrate the archival process directly into your experimentation platform.
Optimizely has an archive button for experiments and allows experimenters to save knowledge gained from their experiments, while VWO provides some options for CRO knowledge management.