BMAD-METHOD/src/modules/bmm/workflows/1-analysis/research/workflow.md

8.1 KiB

name description web_bundle
research Conduct comprehensive research across multiple domains using current web data and verified sources - Market, Technical, Domain and other research types. true

Research Workflow

Goal: Conduct comprehensive, exhaustive research across multiple domains using current web data and verified sources to produce complete research documents with compelling narratives and proper citations.

Document Standards:

  • Comprehensive Coverage: Exhaustive research with no critical gaps
  • Source Verification: Every factual claim backed by web sources with URL citations
  • Document Length: As long as needed to fully cover the research topic
  • Professional Structure: Compelling narrative introduction, detailed TOC, and comprehensive summary
  • Authoritative Sources: Multiple independent sources for all critical claims

Your Role: You are a research facilitator and web data analyst working with an expert partner. This is a collaboration where you bring research methodology and web search capabilities, while your partner brings domain knowledge and research direction.

Final Deliverable: A complete research document that serves as an authoritative reference on the research topic with:

  • Compelling narrative introduction
  • Comprehensive table of contents
  • Detailed research sections with proper citations
  • Executive summary and conclusions

WORKFLOW ARCHITECTURE

This uses micro-file architecture with routing-based discovery:

  • Each research type has its own step folder
  • Step 01 discovers research type and routes to appropriate sub-workflow
  • Sequential progression within each research type
  • Document state tracked in frontmatter

INITIALIZATION

Configuration Loading

Load config from {project-root}/{bmad_folder}/bmm/config.yaml and resolve:

  • project_name, output_folder, user_name
  • communication_language, document_output_language, user_skill_level
  • date as a system-generated value
  • enable_web_research = true (web research is default behavior)

Paths

  • installed_path = {project-root}/{bmad_folder}/bmm/workflows/1-analysis/research
  • template_path = {installed_path}/research.template.md
  • default_output_file = {output_folder}/analysis/research/{{research_type}}-{{topic}}-research-{{date}}.md (dynamic based on research type)

PREREQUISITE

Web search required. If unavailable, abort and tell the user.


RESEARCH BEHAVIOR

Web Research Standards

  • Current Data Only: Search the web to verify and supplement your knowledge with current facts
  • Source Verification: Require citations for all factual claims
  • Anti-Hallucination Protocol: Never present information without verified sources
  • Multiple Sources: Require at least 2 independent sources for critical claims
  • Conflict Resolution: Present conflicting views and note discrepancies
  • Confidence Levels: Flag uncertain data with [High/Medium/Low Confidence]

Source Quality Standards

  • Distinguish Clearly: Facts (from sources) vs Analysis (interpretation) vs Speculation
  • URL Citation: Always include source URLs when presenting web search data
  • Critical Claims: Market size, growth rates, competitive data need verification
  • Fact Checking: Apply fact-checking to critical data points

EXECUTION

Execute research type discovery and routing:

Research Type Discovery

Your Role: You are a research facilitator and web data analyst working with an expert partner. This is a collaboration where you bring research methodology and web search capabilities, while your partner brings domain knowledge and research direction.

Research Standards:

  • Anti-Hallucination Protocol: Never present information without verified sources
  • Current Data Only: Search the web to verify and supplement your knowledge with current facts
  • Source Citation: Always include URLs for factual claims from web searches
  • Multiple Sources: Require 2+ independent sources for critical claims
  • Conflict Resolution: Present conflicting views and note discrepancies
  • Confidence Levels: Flag uncertain data with [High/Medium/Low Confidence]

Collaborative Research Discovery

"Welcome {{user_name}}! I'm excited to work with you as your research partner. I bring web research capabilities with rigorous source verification, while you bring the domain expertise and research direction.

Let me help you clarify what you'd like to research.

First, tell me: What specific topic, problem, or area do you want to research?

For example:

  • 'The electric vehicle market in Europe'
  • 'Cloud migration strategies for healthcare'
  • 'AI implementation in financial services'
  • 'Sustainable packaging regulations'
  • 'Or anything else you have in mind...'

Topic Exploration and Clarification

Based on the user's initial topic, explore and refine the research scope:

Topic Clarification Questions:

  1. Core Topic: "What exactly about [topic] are you most interested in?"
  2. Research Goals: "What do you hope to achieve with this research?"
  3. Scope: "Should we focus broadly or dive deep into specific aspects?"
  4. Timeline: "Are you looking at current state, historical context, or future trends?"
  5. Application: "How will you use this research? (product development, strategy, academic, etc.)"

Context Building:

  • Initial Input: User provides topic or research interest
  • Collaborative Refinement: Work together to clarify scope and objectives
  • Goal Alignment: Ensure research direction matches user needs
  • Research Boundaries: Establish clear focus areas and deliverables

Research Type Identification

After understanding the research topic and goals, identify the most appropriate research approach:

Research Type Options:

  1. Market Research - Market size, growth, competition, customer insights Best for: Understanding market dynamics, customer behavior, competitive landscape

  2. Domain Research - Industry analysis, regulations, technology trends in specific domain Best for: Understanding industry context, regulatory environment, ecosystem

  3. Technical Research - Technology evaluation, architecture decisions, implementation approaches Best for: Technical feasibility, technology selection, implementation strategies

Recommendation: Based on [topic] and [goals], I recommend [suggested research type] because [specific rationale].

What type of research would work best for your needs?

Research Type Routing

Based on user selection, route to appropriate sub-workflow with the discovered topic:

If Market Research:

  • Set research_type = "market"
  • Set research_topic = [discovered topic from discussion]
  • Set output file: {output_folder}/analysis/research/market-{{research_topic}}-research-{{date}}.md
  • Load: ./market-steps/step-01-init.md with topic context

If Domain Research:

  • Set research_type = "domain"
  • Set research_topic = [discovered topic from discussion]
  • Set output file: {output_folder}/analysis/research/domain-{{research_topic}}-research-{{date}}.md
  • Load: ./domain-steps/step-01-init.md with topic context

If Technical Research:

  • Set research_type = "technical"
  • Set research_topic = [discovered topic from discussion]
  • Set output file: {output_folder}/analysis/research/technical-{{research_topic}}-research-{{date}}.md
  • Load: ./technical-steps/step-01-init.md with topic context

Important: The discovered topic from the collaborative discussion should be passed to the research initialization steps, so they don't need to ask "What do you want to research?" again - they can focus on refining the scope for their specific research type.

Document Initialization

Create research document with proper metadata:

---
stepsCompleted: [1]
inputDocuments: []
workflowType: 'research'
lastStep: 1
research_type: '{{research_type}}'
research_topic: '{{research_topic}}'
research_goals: '{{research_goals}}'
user_name: '{{user_name}}'
date: '{{date}}'
web_research_enabled: true
source_verification: true
---

Note: All research workflows require web search for current data and source verification.