“This year, we not only explore deeper clarity as to the definition of Service Design but take a step back and evaluate what differentiates Service Design, areas of priority, and aspects that remain continuous across all avenues of HCD, human-centered design.”
“While the focus will be the native principles of Service Design—backstage players, service strategy, blueprinting, co-creation, customer centricity—we also acknowledge a singular definition may not be appropriate as the market transforms.”
“The more interesting pieces of Service Design include the narrative as organizations evolve in the experience economy, heavily reflected in our theme: Vision to Transformation.”
“From first hearing about this “HCD thing” to garnering buy-in and quick wins, scaling, getting C-Suite support, redesigning services & infrastructure, and design transformation all the way to the goal of futures design.”
Reviewed on Sunday, October 20, 2019.
Desing & Innovation Advisory Board.
Thankful and proud to be part of the Design & Innovation Board, a think tank supporting the following conference series: Design Thinking, Digital Product by Design, Experience Design and Service Design, which have become premiere events for those passionate about know-how sharing, quality design and networking.
Early small success or lengthier big bang?
Service Design 2019 took place this week in Chicago. I facilitated a session on how to spot design intervention opportunities for the purpose of lining up early wins as proof points that demonstrate the value of good design.
See my faciliation deck above in the embeded SlideShare. Note that the visuals are not necessarily self-explanatory. They were crafted as the backdrop for our discussions.
In any case, I am happy to re-engage to further discuss. Please feel free to follow up on LinkedIn. We can schedule calls or just meet if we happen to be in the same area.
We explored how to scout and identify opportunities for early-small-wins, and how to purposely convert those into success stories: tactical building blocks that generate traction and momentum across organizations. That is also known as the “string of small pearls” strategy.
The end goal is to roll them up to build the case for Service Design. Each one alone might not be significant enough to suffice. But, in aggregate, they define a pattern that would amount to compelling evidence.
The chain reaction can activate a larger movement down the road. This is an agile and scalable path, which is different from confronting a “big bang” approach from the get go.
Scenario planning around how the “string of small pearls” and the “big bang” would play out (and which one applies) takes an understanding of market conditions, sought-after outcomes, resource levels, organizational behaviors and strategic thinking.
Let’s follow up.
Once again, thanks to those of you joining and actively participating in my session. I am also grateful for all of the positive and encouraging feedback that followed, which keeps one motivated to be further involved.
I would also take this chance to acknowledge the hallway discussions and this week’s messages over LinkedIn, which I will take the time to address as soon as possible.
Design and Innovation.
Marisa White, Principal Analyst for Design & Innovation, kicked off the conference by making us think about the degree to which “design” has become the new word for “innovation.”
That thought also leads to the difference between incremental and breakthrough innovations. The former delivers a performance improvement that is anchored by a known paradigm and benchmark, e.g. something just got significantly better.
The later entails a game-changing paradigm brought about by true new capabilities, e.g. “I-didn’t-know-I-could-do-that.” Good design can evoke either or both effects.
Raising beyond customer satisfaction.
In any case, as Vince Kadlubek, Meow Wolf CEO, put it in his thought provoking keynote, there is a need for exploring experiences that go from…
… (a) the expected “satisfaction” level that comes from dealing with “the familiar” and by operating whthin one’s comfort zone, core competency, or under what you would come to expect…
… to superior satisfaction surfacing as (b) the sort of “delight” that participatory empowerment, personalization, excitement, and going beyond the obvious deliver while invoking the unexpected.
Surprise-factors (or X-factors) and purposeful “wow-effects” happen to be part of the design mix in the appropriate size and context. Emotional Intelligence (affectivity value, behavioral response and engagement levels being some examples) becomes part of the basket of things making Human Centered Design different from other professional disciplines also involved in design matters.
This is not an endorsement of the capricious, smoke-&-mirrors, whimsical, vaporware, hype, bells and whistles, and/or pretentious shiny objects… but the realization that effective design integrates cognition and emotion to better serve, engage and delight.
Last but not least, there is a need for acknowledging the long road, good work and efforts of the Service Design 2019 team for what turned out to be an excellent conference. Thanks again to: Marisa White, Principal Analyst; Max Ribitzky, VP Partnerships; Aubrey Wells, Partnerships Director; Montana Byrd, Senior Event Coordinator; Michael Mechaly, Audience Development Manager; and Regina Vargas, Marketing Associate.
“Hyper-focused on both the evolving digital landscape and the ‘design doing’ of creating excellent products & experiences, Digital Product by Design acknowledges that the creation of digital products extends far beyond UX & Engineering”
“In all cases, next generation product development requires a multifaceted approach to consistently deliver Excellent Digital Products”
Digital Product be Design 2019 #DigiProd2019
I would first like to thank CMP and Marisa White, Principal Analyst, for the opportunity to participate in this year’s Digital Product by Design conference, which was held in Los Angeles just a couple of weeks ago.
My involvement started earlier in the year as an Advisory Board member for the Design & Innovation‘s think tank, which also covers Design Thinking, Experience Design and Service Design conference series. Additionally a lengthy personal interview was featured as a three-part blog in the months gearing up to the event:
- Part 1 – What is Human Centered Design
- Part 2 – Maturity to Digital & Design
- Part 3 – Human Centered Design as a Priority
I am also glad to share that my talk, “How To Apply Human Factors to Emerging Technologies” (below) was scheduled as the event’s first session. My presentation introduced a primer on QXbD, Quality Experiences by Design, which also positions the Studio’s model relevance in this line of work.
On subsequent days I joined the conference’s Design Leadership Panel (above photo) and hosted a roundtable discussion on “How to Scale Up and Down in Conjunction with Business Requirements“.
Digital Product by Design 2019 was attended by senior leaders across a wide variety of corporate functions and industries. That is a reflection of the fact that:
- digitalization’s pervasiveness is leaving no sector untouched because digital experiences have already become the new normal rather than an experimental fringe
- digital transformation initiatives remain at top the C-suite’s agenda, though challenges abound and success remains elusive for many… culture being the issue
- compelling service experiences involve a mix of low and high tech, and even our most common daily products can now be connected and highly interactive
- mobile connectivity, networks, cloud computing and software defined systems are coming together at ubiquitous speed and scale… 5G’s thrust enabling what’s next.
Digital Product by Design 2019 – Speaker line-up (sample)
Google’s Vivian Sarratt reminded us about the need for taking interdisciplinary collaboration and teamwork to new levels by aligning common goals, communicating and sharing what’s needed and co-designing to better innovate, which also has to do with relinquishing control in the outcome’s best interest. Vivian also covered Andy Grove’s OKR, Objectives and Key Results framework.
In the context of my roundtable addressing “How to Scale Up/Down in Conjunction with Business Requirements”, OKRs became instrumental for first defining the mission in terms of sought-after outcomes. Innovating also has to do with fluid game changing initiatives and acknowledging that a plan might not survive first contact was also relevant because ripple effects and moving targets are likely to arise… therefore: (a) foresight and early situational awareness, (b) agile fine-tuning and calibration, (c) the courage to say “no” to defuse mission creep or distractions, and (d) timely pivoting, all being key abilities to navigate unchartered territories.
Second: aligning stakeholders across functions under an interdisciplinary organizational culture rallying adequate resource levels. Diversity of optics and thought leadership should generate the sort of creative tensions leading to innovative problem solving. Each individual should be empowered to make a difference, though it does take an interdisciplinary team to deliver… while staying away from groupthink’s counter productive bias.
Third: equipping worthwhile creative efforts to succeed, which does entail managing elastic resource levels (scaling up/down) and “controlled failure techniques” allowing for rapid experimentation early in the project’s journey… as well as “starting lean” and “remaining nimble” through the endeavor’s multiple twists and turns. The roller-coaster nature of creative work is not everyone’s cup of tea: it takes core values, earning organizational and user trust, work ethics and mental toughness.
I would also like to take this chance to thank Y Media Labs‘ Ashish Toshniwal, Joe Johnston and Stephanie Wiseman, Discovery – Motortrend Studio‘s Argam Dehhartunian and American Specialty Health‘s Ali Hussain for the engaging discussions and insightful remarks.
“Focus on the humans (customers and employees) at the epicenter of transformational change” – Joe Johnston, Y Media Labs.
Discovery’s Motortrend Studio in Los Angeles.
Thanks again and looking forward to crossing paths in the near feature. Please feel free to reconnect on LinkedIn to stay in touch and continue any of our discussions… or get new interesting ones started : )
The preceding post on QXbD research notes – Part 1.1 shared a retrospective with insights from my early college years, which were influenced by Bruno Munari‘s “projected methodology” and the Bauhaus‘ design principles.
Research Notes Part 1.2 (this post) takes me back to BarcelonaTech’s school of engineering in the early 90s, which I joined to study Human Factors Engineering while pursuing my last year of Industrial Design at Escola Massana, an art & design school.
Those days, Donal Norman’s “The Psychology of Everyday Things” and Henry Petroski’s “The Evolution of Useful Things. How Everyday Artifacts Came to be as They Are” became must-read books for anyone interested in thoughtful design principles in a new light. Norman was an Apple Fellow and became VP of the Advanced Technology Group in the mid 1990s. He popularized the term of User Experience.
Petroski was an engineer whose best known work focuses on failure analysis. He stated that the best Industrial Design involves “seeing into the future of a product” and that Human Factors Engineering is concerned with “how anything will behave at the hands of its intended and not intended users.” Here is a summary of some of his design principles:
- Tools make tools.
- Artifacts multiply and diversify in an evolutionary way.
- There always is room for improvement.
- Good can be better than best.
- Efficacy can be subjective, want overpowers need.
- Form follows failure: inventors should be technology’s severest critics.
- Focus on different faults means different solutions to the same problem.
- Engineering is invention institutionalized.
- Sometimes it is about a new job, sometimes about a better or faster job.
“Though the best designs deal successfully with the future, that does not mean they are futuristic […] There is an apparent reluctance to accept designs too radically different from what they claim to supersede […] if things are redesign too dramatically and the function that they perform can be less obvious”.
“Loewy summarized the phenomenom by using the acronym MAYA, standing for most advanced yet acceptable. Dreyfuss emphasized the importance of a survival form, thus making the unusual acceptable to many people who would otherwise reject it [Industrial Designers] have learned to strive for a delicate balance between innovation in order to create interest, and reassuringly identifiable elements”.
Donald Norman pointed to design issues leading to human error and making users unfortunately blame themselves in the process. He claimed that the “paradox of technology” takes effect when added functionality comes with unwanted complexity, which denies the sought-after benefits. These are some of the design principles:
- Design should be user-centric and consistent.
- Identify the true root cause of a problem.
- Well designed products teach the user how to use them.
- Make things visible, give clear clues, enough information and feedback.
- Get mapping and system state right, simplify task structure.
- Design for error, exploit the powers of constraint.
- Make possible to reverse actions, and make it harder to do what cannot be reversed.
Following up on the topic of technology’s paradoxes, it is worth reviewing Geoffrey A. More’s “Crossing the Chasm“, which was published in 1991. He explored the rationale behind the failure of emerging technologies, which fail to take hold.
There can be a deep chasm between enthusiasts and early adopters and the broader user groups shaping the mass market. Avoiding the Valley of Death starts with an understanding the adoption lifecycle: different user groups come along with different expectations. That prompts the need for the design of specific transitions and adaptations.
“Whole Product R&D […] begins not with creative technology but with creative market segmentation. It penetrates not into protons and processes but rather into habits and behaviors […] it implies a new kind of cooperation between organizations traditionally set apart from each other.”
HUMAN-MACHINE-SYSTEM DESIGN PRINCIPLES
BarcelonaTech’s teaching addressed Human-Machine Systems as an interdisciplinary undertaking. Human dynamics entailed the study of individuals and collectives such as teams and organizations. That would encompass the following disciplines and an strengths and limitations
- Psychology – skills, cognitive appraisal and workload, workstyles…
- Physiology – form factors, motions, anthropometry, biomechanics…
- Social Sciences – teamwork, organizational behaviors, culture…
Tools and machines involved hardware and software components. HMS’ holistic approach consistently tackled end-to-end solutions. These were placed in context and in specific physical environments. The sough-after outcomes of “Designing for People” zeroed in on:
- The delivery of capable high performance systems as defined by productivity by effectiveness and efficiency metrics, and success rates.
- Designing for users’ wellbeing and safety.
- Human Error is often a consequence of poor design.
- Addressing the broader user base possible, typically set at 95% coverage with adaptations, accounting for diversity rather than designing for just averages.
- Extreme case and stress testing, factoring life-long / lifecycle changes as solutions evolve and/or can be deployed in other context and environments.
We followed this iterative methodology, starting with due diligence on:
- Initial problem statement and goal setting.
- Operations assessment: use cases’ current state / present mode.
- User Taxonomy and Analysis: jobs, tools, work motion studies (tasks, workflows, success and failure rates) often relying on instrumentation.
- Data collection, processing, analysis and insights.
- Identification of value based activities, waste and risks.
- Critical success factors and possible scenarios at play.
- Information, process, hardware and software specifications.
- Contextual and environmental considerations.
The next phase focused on Human-Machine-System design, including all relevant subsystems and interactions across them:
- Operations review: new target state and mode.
- Interaction Matrix* correlating human and design factors.
- Prioritization criteria and conflict resolution.
- Job and process streamlining, often leading to redesign, or new design.
- Goal setting based on metrics optimizing for system wide operability.
- Iterative improvement cycling through experiments, prototyping, simulations and testing.
The *Interaction Matrix correlated human factors (rows) for a given design option with the following “realization” ones (columns) and the degree to which those relationships were weak, medium or strong (matrix).
- Customer acceptance criteria.
- Operability levels, including safety.
- Conformance with functional requirements.
- Reliability and performance levels, as well as maintenance.
- Productization feasibility and costs.
- Aestetics and affective considerations.
Just a quick reminder about the fact that this article is still discussing topics set all the way back in the early 90s. Those days, Total Quality Management (TQM) and Lean lead the way. Note that ISO 9000 standards had been first released in 1987.
The top three key values were: Customer Intimacy, Operational Excellence and Product Leadership:
“customer intimacy: tailoring offerings to match demand […] detailed customer knowledge with operational flexibility […] customizing a product and fulfilling special requests […] engendering tremendous customer loyalty“.
“operational excellence: providing customers with reliable products or services at competitive prices and delivered with minimal difficulty or inconvenience“.
“product leadership: continuous stream of state-of-the-art products and services. First, they must be creative […] Second, must commercialize their ideas quickly […] business and management processes have to be engineered for speed. Third, product leaders must relentlessly pursue new solutions”.
High operational performance was broken down as follows:
- Productivity & scalability.
- Flexibility & adaptability.
- Mix complexity.
J.M. Juran discussed quality in the context of “Big Q” and “Little Q” where the former addresses a business problem and is all encompassing, while the latter is siloed and focuses on tackling technical issues. Big Q delivers the sort of value that users can appreciate.
Strategic Quality Management was meant to learn from customer experiences and leveraged House of Quality charts to design with.
The first step was to map out a taxonomy of customer attributes (CA) decomposed in primary, secondary and tertiary levels, the latter being the most granular list of customer requirements and expectations… all largely based on surveys and user feedback. This was done for the value chain consisting of end users, consumers, retailers, distributors, regulators, etc. Weightings were set to prioritize attributes based on contextual relevance.
CA items would then be placed on the left rows of the above spreadsheet for the purpose of cross-checking them with technical features to be shown as column headers. That was done by correlating CA and engineering characteristics (EC). The resulting center matrix was used to assess what items were positively and negatively impacted, co-variance, and to what extend. Each cell featured icons and color coding for strong, medium, weak relationships.
The pyramidal roof at the top was filled out afterwards to look into technical synergies and conflicts alone. Basically, becoming aware of how engineering characteristics interact and making decisions on optimizations and conscious trade-offs.
SOME OTHER THOUGHTS…
Attending both Art and Engineering schools was a fascinating experience to say the least. The opportunity to cross-pollinate across disciplines could made anyone feel like being in a reenactment of the Renaissance’s blending of arts and sciences.
Both Industrial Design and Human Factors Engineering optimize for the human experience and, therefore, make their professions be about “Designing for People”. Technology that does not account for human skills, strengths as well as limitations, all in context and in the scenarios and environments will operate under… becomes greatly exposed to failure.
Striving to make designs that fit people’s potential, rather than just expecting users to just fit… does require an interdisciplinary and iterative practice, painstaking attention to detail being critical. At that point, it also became clear that addressing the Big Q also had to do with articulating the business value of design.
- D. Norman. The Psychology of Everyday Things. Basic Books, 1988.
- G.A. Moore. Crossing the Chasm. Harper Business, 1991
- H. Petroski. The Evolution of Useful Things. Vintage Books, 1992.
- J. Krafcik and J. Womack. Triumph of the Lean Production System. MIT Sloan Management Review, 1988. Accessed on May 18 2019 http://www.lean.org/downloads/MITSloan.pdf
- J.R. Houser and D. Clausing. The House of Quality. Harvard Business Review, May 1988. Accessed on May 18, 2019 https://hbr.org/1988/05/the-house-of-qualityT.S. Clark and E.N. Corlett. La Ergonomia de los Lugares de Trabajo y de las Maquinas. Tylor and Francis, 1984.
- M. Treacy and F. Wiersema. Customer Intimacy and Other Value Disciplines. Harvard Business Review, January – February 1993. Accessed on May 18, 2019 https://hbr.org/1993/01/customer-intimacy-and-other-value-disciplines
- House of Quality Template. QFD Online. Accessed on May 19, 2019 http://www.qfdonline.com/templates/