Research
When You Can't Reach Your Users: The Power of Proxy Users in UX Research
Sep 17, 2023
Here's something I experienced while working at Palo Alto Networks: we were designing enterprise security products for cloud security engineers, InfoSec teams, and CISOs. These are some of the busiest, most in-demand professionals in tech. Getting them to participate in a 60-minute usability session? Nearly impossible. They're dealing with security incidents, managing enterprise-wide cloud implementations, and don't have time to spare. The standard research incentives don't even register on their radar.

Sound familiar?
The challenge isn't limited to enterprise products. Think about user research involving healthcare apps for patients navigating treatment schedules, or financial software for hedge fund managers who bill $2,000 per hour. Maybe you're designing assistive technology for elderly users with cognitive limitations, or building tools for busy surgeons between life-saving operations. Welcome to one of UX research's biggest challenges:
When your target users are practically unreachable.
The User-Centered Design Dilemma
User-centered design principles are clear: always test with real users. The very definition of user experience emphasizes that good UX depends entirely on "specified users" achieving "specific goals" in a "specified context." But what happens when those specified users are impossible to reach?
In today's fast-paced agile development cycles, this challenge becomes even more acute. Teams need constant feedback loops, quick iterations, and rapid validation. Spending weeks recruiting the perfect participants for every sprint review just isn't realistic.
Enter proxy users – a pragmatic solution that's often misunderstood and underutilized.
What Are Proxy Users?
Proxy users (also called surrogate users) aren't your actual target users, but they're close enough to provide valuable insights. Think of them as user experts – people who deeply understand your target audience through proximity, experience, or professional relationship.
The key word here is proximity. The closer they are to your actual users, the more valuable their insights become.
When Proxy Users Make Sense
Healthcare Design: When designing for patients dealing with illness, trauma, or sensitive conditions, proxy users can provide crucial insights without putting vulnerable populations under additional stress. Family members, caregivers, and medical staff often have deep understanding of patient needs and can participate more readily in research activities.
Designing for the Elderly: Age-related cognitive or physical limitations can make traditional research methods challenging. Family members, caregivers, and healthcare workers can provide valuable perspectives on accessibility needs and daily challenges.
High-Powered Professionals: Try recruiting busy surgeons, C-suite executives, or high-net-worth individuals for your research study. Their time is precious, and standard research incentives often don't move the needle. Administrative staff, assistants, and colleagues can often provide insights into their workflows and pain points.
Agile Development Cycles: Sometimes you need feedback now, not after a three-week recruitment process. Internal employees, especially those in customer-facing roles, can provide quick validation for incremental changes.
Types of Proxy Users
Similar Characteristics: Users who share demographics, skills, or work contexts with your target group. For example, junior developers testing enterprise software intended for senior developers.
Daily Proximity: People who spend significant time around your target users. Administrative assistants for executive software, or family members for elder care applications.
Internal Employees: Your customer support team deals with user problems daily. Sales teams know what features close deals. New employees see your product with fresh eyes, uncovering issues that others have become blind to.
Domain Experts: Retired professionals, consultants, or adjacent role holders who understand the work context, even if they're not currently performing the exact job.
Strategic Application Across Design Phases
Discovery and Exploration
During early research phases, proxy users excel at providing domain knowledge and context. They can help you understand:
Industry terminology and workflows
Cultural nuances and sensitivities
Baseline user needs and expectations
Pro tip: Use proxy users to test your research questions before engaging actual users. They can help you avoid insensitive phrasing or unrealistic scenarios.
Testing and Validation
In usability testing, proxy users can catch basic functionality issues and UI problems early. They're particularly valuable for:
Initial task-level testing
Identifying obvious usability problems
Quick validation of design directions
However, as you move toward final validation, you'll need real users to catch context-specific issues that only emerge in authentic use scenarios.
The Limitations (And How to Work Around Them)
Bias and Misrepresentation
Proxy users bring their own perspectives and biases. They might identify problems that don't actually affect your target users (false positives) or miss issues that real users would encounter (false negatives).
Solution: Always triangulate proxy user insights with other data sources and validate key findings with actual users when possible.
Surface-Level Insights
Proxy users can't replicate the emotional, cognitive, or experiential depth of your actual users. Their insights might lack the nuance that comes from lived experience.
Solution: Use proxy users for initial discovery and obvious usability issues, but rely on actual users for complex workflow validation and emotional response testing.
Internal User Limitations
Employee proxy users might hold back criticism or have unrealistic expectations based on their internal knowledge of system limitations.
Solution: Create safe spaces for honest feedback and consider using newer employees who haven't yet developed internal biases.
Best Practices for Success
1. Be Clear About Your Trade-offs
Understand what you're gaining and losing when you use proxy users. They're not perfect substitutes – they're strategic compromises.
2. Match Proxy Type to Research Goals
Need domain knowledge? Use expert proxies. Want to test basic usability? Similar-characteristic proxies work well. Looking for workflow validation? You probably need actual users.
3. Plan for Validation
Build validation with real users into your research timeline. Use proxy insights to form hypotheses, then test those hypotheses with your actual target audience.
4. Recruit Strategically
The relationship between proxy users and your target audience matters. Closer relationships generally yield better insights.
The Bottom Line
Proxy users aren't a perfect solution – they're a pragmatic one. In an ideal world, we'd always have unlimited access to perfectly representative users. In the real world, we work with constraints: tight timelines, difficult-to-reach populations, and limited budgets.
The key is being strategic about when and how you use proxy users. They're excellent for early-stage discovery, quick validation, and basic usability testing. They're not ideal for complex workflow validation, emotional response testing, or final design validation.
Remember: some user research is better than no user research. When faced with the choice between skipping research entirely or using proxy users, choose the proxies. Just be smart about interpreting and validating their insights.
Looking Forward
As UX research continues to evolve, we need more empirical studies comparing proxy user insights with actual user findings. We also need better frameworks for deciding when proxy users are appropriate and how to maximize their value.
The future of user research isn't about finding the perfect participants – it's about being strategic, pragmatic, and honest about our methods while still delivering valuable insights to our design teams.
References and Relevant Articles
Aberdeen, A. (2018, August 8). The role proxy users can play in designing for the elderly
Byrne, S. (2019, March 6). User Research with People with Disabilities
Gupta, S., & Panagopoulos, E. (2019, September 26). How we do user research when we can't speak to real users
Jungmann, S., Neubauer, K., & Barstow, J. (2018, May 28). How To Deliver A Successful UX Project In The Healthcare Sector
Loranger, H. (2014, August 10). UX Without Users Is Not UX
Maguire, M. (2001). Context of Use within usability activities
Seven things to consider before using proxies for UX research
Sy, D. (2009, August 14). Usability Testing with User Proxies: When is "Close" Close Enough? Designing the User Experience at Autodesk
Tate, E. (2018, July 4). What's the Problem With Proxy Users? Mind the Product.
Travis, D. (2009, November 2). Usability testing with hard-to-find participants.