Exploring Other Methods. November 7, 4:00 PM Understanding How Design Thinking, Lean and Agile Play within Service Design.
“Since service design serves as the umbrella discipline for delivering service experiences, there are many sub methods to address different types of problems. For example, Design Thinking is helpful on the front end to empathize and identify customer needs where Agile is helpful in software development and digital experience design. This group explores well-known methods and how they play a role in the service design universe.”
I’m back in Chicago and I would first like to thank everyone who joined my session about “Exploring Other Methods” for your participation (full house) and encouraging feedback. I hope to cross paths again in the near future. In the meantime, we can take advantage of LinkedIn to stay in touch. I would also like to express my gratitude to Michael DeJager and Tyler Peterson for all of their tireless help.
Here are the links for a couple of the items that I briefly discussed when providing context for Exploring Other Methods: a photo album of where I work, Nokia’s Chicago Technology Center, and the first version of the Human Factors Engineering Manifesto. Regarding requests about the slideware for my talk… I ran an interactive whiteboarding session with my iPad connected to the projector and I did not produce formal slides.
The discussion’s narrative was centered on how to best approach HSM, Human-Machine-Systems, to craft a compelling Service Experience. In that context, “Human” refers to relevant stakeholders and “Machine” to any technology involved. The “Systems” approach prompts a holistic undertaking which includes Front Stage, Back Stage factors and the continuum across the too.
Service Design is about innovation, whether capability-wise that qualifies as incremental, breakthrough and/or disruptive innovation. Today’s Service Design also entails a wide range of low and high-tech at any point in the process. While this is just anecdotal evidence, when I asked everyone about who can do away without any technology, there was an implicit understanding of the rhetorical nature of my question and, therefore, the obvious pervasiveness of digital experiences.
We are a technological society. Good design is concerned with human factors and crafts technological solutions to enable human experiences that contribute to our quality of life and the quality of the work we do. That is Human Factors Engineering (HFE) reason for being, a field pioneered by Nokia Bell Labs in 1947.
From that perspective, it pays to intertwine any relevant practices and tools for the healthy purpose of figuring out what combination works best for any given Service Design project. While process repeatability is a desired outcome, what makes an interdisciplinary team smart is the ability to mix, match and blend what’s needed for each undertaking.
We can think of it as an a-la-carte menu featuring elements from Design Thinking, Agile and Lean methodologies just to name a popular handful to start with. I did not discuss some other such as Concept of Operations, Goal Directed Design or Outcome Driven Innovation, but I do recommend expanding one’s horizons beyond the aforementioned few. Note that while featuring commonalities, each one works with different optics. A holistic approach to Service Design also requires a composite method, leveraging as much (or as little) as needed from any, and with any needed adaptations.
Rather than summarizing what I shared at Service Design Week, I’m taking this chance to further reflect on those insights. So, given that we operate in highly dynamic environments, why wouldn’t designers also apply dynamic methodologies?
I’d like to think twice about cookie-cutter and one-size-fits-all approaches because Service Design typically prompts problems and opportunities where fixed-gear-techniques that might have worked well in the past can end up betraying one’s confidence: they might no longer serve or be the best fit whichever purpose they were originally conceived for. Design typically takes us beyond our comfort level, and that makes it an exciting profession.
Statistically speaking, the more one does the very same thing, the closer one gets to mastering that craft (e.g. deliberate practice model). But, paradoxically, you also get closer and closer to confronting environmental deviations, anomalies and rare events in an ever-changing world with even-growing moving parts and targets (e.g. black swan model). Besides, Service Design practitioners shouldn’t deny themselves the benefits that come with continuous improvement. So, here is a quick recap: innovation in Service Design’s outcomes and method innovation go hand by hand. As Einstein put it:
“Insanity is doing the same thing over and over and expecting a different result.”
“If we knew what it was we were doing, it would not be called research, would it?”
“Argyle Executive Forum is bringing together senior digital & IT executives from a variety of industry verticals for our biannual CIO Chicago Forum. Throughout a full day of content and networking, we will focus on the most pressing issues facing IT executives with regards to leading the business through digital transformation, with an agenda geared specifically towards Chief Information officers, Chief Data Officers, Chief Digital Officers, as well as Data/ Analytics/MIS VPs, Directors, and Architects in a leading role.
It is worth noticing that this event featured partners who we work with such as HP Enterprise, Thought Leader Sponsor, and IBM, Breakout Session Sponsor.
That talks to the criticality of collaborative undertakings as Digital Transformation becomes a pressing objective across industries, academia, public service and government sectors.
What follows is my notes and personal insights. While all the sessions and discussions were quite relevant, I would like to highlight the opening keynote, which set the tone and narrative of the event.
James P. MacLennan, SVP & CIO at IDEX, discussed “The Five Components of a Great Digital Strategy,” which addressed the fact that “Design Thinking”, “Human Factors” and a collaborative culture involving interdisciplinary workstyles and “Great Teams” have become of the essence.
Moreover, he stated that “a Digital Business” will only succeed when it understands hot to connect with people.” The “human element” and, therefore, “people centered” strategies turn out to be critical success factors.
I would like to add that this entails engineering a continuum of (a) stakeholders, who are all human personas by definition, and to do so across (b) UX (user experience) and CX (customer experience) domains.
This job takes (c) a holistic understanding of customer facing (front end) and resource facing (back end) elements forming a coherent end-to-end system. Otherwise, operational fragmentation will take a toll and will deny the intended DX benefits.
James’ presentation displayed the convoluted UI (user interface) shown in this picture to illustrate the paradox of well intended yet counterproductive implementations that negate transformation initiatives.
Here is another valuable insight coming out of Argyle’s Executive Forum: information technologies (IT) and tech and processes for operations cannot longer be worlds apart, which demands superb cross-functional teamwork.
Cognitive overload, deficient information architecture, and poor usability translates into: human error, risk aversion, costly budget overruns, missing or deviating from goals, so on and so forth.
Any and all of these issues combined can be silently impacting quality or, simply, just lowering the bar for a business to get through noisy and cluttered operational environments. That is hardly the stuff that operational excellence calls for.
Obviously, in the context of CX, customer satisfaction becomes harder and harder to attain and, more specifically, to get that effectively done in a consistent fashion.
Predictability and consistency are key objectives for any Quality Management program. If that scenario alone wasn’t troublesome enough, Customer Delight (rather than just satisfying agreed upon requirements) is Design Thinking’s ultimate performance indicator, which commands a premium clearly beyond reach under those circumstances.
Quality management wise, “satisfaction” is the fulfilment of expected specifications while “delight” is about great pleasure, or great satisfaction if you will. “Satisfaction” can be rationalized and is the acceptance ticket to be in business. “Delight” accounts for human affects (emotions) and is a powerful source of differentiation. Those who think that’s just about splitting hairs should take a pause and think twice because DX is set to enable game changing experiences on all counts and fronts.
Thoughtout the forum and session after session, Jim’s “Design for Humans” principle gained more and more critical mass as presenters and panelists discussed the reasons why we should be mindful of the user journey and how to best improve all touch points along the way.
In one of the panel discussions this became even more evident when the question on aligning people, processes and technologies pointed to difficult prioritization exercises. Note that there was immediate consensus on the need for putting people first and humanizing technology and processes by applying Design Thinking, a human centered methodology that is corner stone to the job of creative technologists.
That means projects that are driven by clear missions and specific experiential outcomes and lifecycles (Goal Directed Design) rather than just an I/O approach. It also means rapid experience prototyping and A/B multivariate testing to explore possibilities since Design Thinking is a serial innovation engine.
Chicago’s NPR station aired a rerun of “The Power of Design” this past weekend. The discussion was centered on “How Can We Design For A Better Experience.”
By the way, TED’s acronym actually stands for the convergence of Technology, Entertainment and… Design.
Interview with Tony Fadell, one of the main designers of the iPod (Apple) and founder of Nest (Google).
“Design begins by also noticing all those little problems that many ignore (…) we we though our lives accepting these design flaws that actually don’t improve our lives.”
“Steve Jobs challenged us to see our products through the eyes of the customer, the new customer, the one that has fears and possible frustrations, and hopes and exhilaration that the new technology can work straight away for them. He called it “staying beginners” and wanted to make sure that we focused on those tiny little details to make things work faster and seamless for the new customers.”
“There is this positive emotional momentum that builds on itself at each step of the process (…) when you hit a brick wall you loose all the momentum (…) and though away an entire great experience.”
“There are to halves to design, just as there are two halves to your brain, the emotional part and the rational part. If you want people to truly adopt your product it has to have an emotional component, something that grabs you (…) that unlocks your curiosity, it also needs to rationally work (…) because people see value beyond the sexiness.”
Interview with Joe Gebbia, Airbnb cofounder.
“Any time that you see duct tape in the world, that’s a design opportunity (…) it’s an indicator that something is broken, that something did not perform the way it was design to and that there is an opportunity to improve it.”
“Design is the key to (Airbnb) success (…) and as a competitive advantage, design is thing that can separate you (…) the next thing that can differentiate you. All things being equal, two comparable products side by side with the same technical features and components… you will be crazy to choose the one that is harder to use.”
“Airbnb’s design decisions not only made the service easy to use but it helped millions of complete estrangers trust each other (…) and open their homes (…) design is more than the look and feel of something, it is the whole experience.”
“Service Design is big. Being holistic, it includes the researching, envisioning and orchestrating of service experiences that happen over time and across multiple touch points with many stakeholders involved, both frontstage and backstage.”
“At Service Design Week, we seek to strip away any fluff, examining service design methods and processes at their core, and unpack the practical tools and skill-sets, hard and soft, needed for this way of working. Service Design Week will gather service design leaders from various functions and disciplines across all flavors of Service Design. With content for all levels of Service Design maturity, we look forward to drawing both fledging and experienced service designers.”
I am looking forward to joining Service Design Week and I would like to thank Michel DeJager and the team at the International Quality & Productivity Center for their kind invitation. My talk will discuss C3LM, Customer Co-Creation Lifecycle Methodology, in the context of Blended Service Design, which I will take care of defining and demystifying in my talk.
I am proud to share that C3LM is the recipient of a Nokia Innovation Award. My work seeks to interweave a set of known and brand new interdisciplinary practices to best address end-to-end solutions for complex and dynamic environments, also known as soft systems given their organic and morphing nature. And, most importantly, achieving that by optimizing for the delivery of quality experiences while humanizing low and high tech in the process.
Widespread digitalization in our everyday activities is not just far reaching, but is also leading to a renaissance in Human Factors disciplines. The delivery of “effective quality services” with “highly efficient end-to-end solutions” is the reason for being and rationale behind creating C3LM. This new brave world entails Blended Services that intersect Data Science, Automation and Programmability, all orchestrated with Human Centered Design in mind.
My talk will also cover how we can best experience Artificial Intelligence and how to make it transparent to Blended Services. That will be a sneak preview in advance to another talk that I’m giving early next year. In case you have already heard what Elon Musk has to say about AI, let me share that Human Factors Engineering has been revisited and redefined to come to the rescue. More on that when we get to meet at Service Design Week : )
Here is the event’s registration page. See you in Boston : )
Pictures courtesy of Service Design Week.
“We celebrated HFE’s 70th Anniversary at Bell Labs, the home of the creative technologists who pioneered this inter-disciplinary field. We are also encouraging our community’s renewed efforts to shape innovations that enable the human possibilities of technology in today’s connected world.”
“This year’s agenda featured guest speakers from AT&T and Verizon, practitioners in diverse industries from NASA, IBM, Information Builders and Lab Z, experts from MIT and IIT, as well as Bell Labs and Nokia flagship and award winning innovations. This event is organized by Nokia’s Technology Leadership Council in partnership with Bell Labs.”
The above file delivers the event’s agenda and topic abstracts. First, there is a need for thanking everyone involved: speakers, participants, volunteers and sponsors, as well as Nokia’s IT and Real Estate staff. Our conference involved 20 fast paced sessions over two days. 300+ of us participated in this conference from multiple worldwide locations as well as online. Approximately 150 people registered with NokiaEDU, Nokia’s training platform.
I am happy to share that feedback received during and after the event was very positive and encouraging beyond expectations, some of it was incredibly passionate. If you are a peer at Nokia, note that you now have access to HFE17’s communications, conversations and files and the recordings.
Moreover, we are now working on jumpstarting a company-wide community of interest centered on Human Factors and are also gearing for HFE18, which will feature the John E. Karlin Recognition Award. John pioneered HFE at Bell Labs in 1947. He passed away four years ago and his contributions paved the way for user centered innovations.
Nokia’s legendary journey has already passed the 150 year mark and, interestingly enough, more than 95% of us did not carry a Nokia badge four years ago. There are more than 100,000 of us embarked in this endeavor and we all collectively represent 160 nationalities working in more than 100 countries.
Our customers are the world’s communications service providers, governments, enterprises and consumers. We deploy the industry’s most comprehensive set of products, services, as well as licensing opportunities with a patent portfolio featuring in excess of 30,000 inventions.
But, most importantly, our innovations and collective know-how make a decisive difference when we “shape technologies that truly transform the human experience” as technical prowess alone does not suffice. HFE17 was sponsored by Bell Labs and supported by our Technology Leadership Council, a grassroots organization formed by volunteers whose goal is to help foster a culture of innovation that honors Nokia’s renewed commitment to “enabling the human possibilities of technology.”
Humanizing technology is the core belief of those of us working in Human Factors Engineering, whether the job focuses on UX, User Experience, or CX, Customer Experience, dataviz and graphical interfaces or natural language interaction, services or operations, software or hardware, HCI, Human Computer Interaction, or HITL, Human in the Loop Computing, with AI, Artificial Intelligence.
HFE2017’s main objective was to get our community connected so that everyone’s good efforts become as meaningful and impactful as they can be.
I would also like to take this chance to highlight Betsy Cowell’s leadership. I had the pleasure to co-chair this event with her. Betsy’s discipline became instrumental given the scope of the effort and unexpected challenges.
Some of you might recall our first attempt to get HFE off the ground last year. Back then, we encountered technical and scheduling shortcomings when being asked to switch to a new webcasting system yet to be deployed. So, we ended up postponing.
Betsy managed to re-energize this undertaking with the turn of the year. She engaged a small army of volunteers who became key to HFE17’s success. Some just wouldn’t give up even when facing technical and organizational intricacies in the eleventh hour. TLC makes a difference by taking down silos and fostering a culture of collaboration across the company.
“Innovation is a risky business and the failure rate is high. Traditional approaches to consumer research may exacerbate the problem. There are many shortcomings with traditional research approaches, and one of the main ones is that data collection focuses on what people say they do, rather than on what is actually driving behavior.” – Behavioral Science – Do people do what they say will do? by Innovia.
Tim works for Innovia Technology and will be visiting Nokia’s Chicago Technology Center, Naperville Campus, on Monday, May 8. He is a physicist from University of Cambridge, UK, with a research background on ballistics who has spent the past 15 years addressing human factors led innovation.
Tim will share insights from recent projects as well as highlights of work done for Nokia back in 2003. About 15 years have gone by and he will conduct a retrospective to unveil who ended up implementing those concepts in today’s market.
Post May 8 Session Notes – Tim’s talk covered the need for gaining a deeper understanding of people as both individuals and collectives to best inform the design of new products, services and business models. Tim emphasized the value of a holistic approach to problem solving and a focus on behavioral drives. He stated that conventional research solely looking at attitudes and beliefs can miss critical insights.
Nokia’s community can access Tim’s presentation and recording on my work blog.
I am now taking the chance to share my thoughts on this topic and, whether we call it “stated vs. observed behavior” or “reported vs. actual paradoxes,” the point is that those of use working on Human Factors Engineering and/or leveraging Design Thinking cannot just rely on product or service requirements as described by customers and end users themselves.
Therefore, on location ethnographic research coupled with instrumentalizing objects, tools and environments to gather telemetry as they are being used over their useful lives are also of the essence, given user permission as this entails privacy concerns.
“According to Alan Mulally, former Ford Motor Company CEO, Henry Ford said that if, when he founded his company, he had asked potential customers what they wanted, they would have said faster horses.” – Quote Investigator.
Hawthorne Works was a Western Electric factory in the Chicago area, which is part of Bell Labs’ outstanding legacy.
I’m now inserting a side personal note: I now live Chicagoland and have worked with Bell Labs, now part of Nokia.
More than a century ago, going all the way back to the 1920s and 30s, Hawthorne Works undertook a study to assess what lighting levels correlated to higher productivity levels.
However, research findings revealed that (a) worker’s awareness of being observed in the context of (b) paying attention to their needs in the workplace elevated their motivation and productivity, which trumped other factors such as lighting levels whether they would be set low or high.
I would also like to share another interesting observation. This one involving Bell Lab’s own John Karlin:
“The Times, who refer to Karlin as widely considered the father of human-factors engineering in American industry, relates an amusing story of an earlier project–one that demonstrates his keen understanding of human behavior: an early experiment involved the telephone cord.”
“In the postwar years, the copper used inside the cords remained scarce. Telephone company executives wondered whether the standard cord, then about three feet long, might be shortened.”
“Mr. Karlin’s staff stole into colleagues’ offices every three days and covertly shortened their phone cords, an inch at time. No one noticed, they found, until the cords had lost an entire foot. From then on, phones came with shorter cords.”
Once again, I’d like to thank Tim for his talk and for the also interesting discussions that preceded and followed that session. We both agree on the positive impact of holistic and interdisciplinary practices, which lead to a disciplined and robust approach to defining value based outcomes.
This is about innovative solutions humanizing technology in everyone’s best interest. So, it definitely pays to leverage Behavioral Sciences and Behavioral Economics when addressing serial innovation programs.