Beyond Co-design. How open collaboration formats can enhance your design process
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Open collaboration formats offer insights on how to engage, collaborate and bring ideas. This talk, presented at EuroIA 2010 (http://www.euroia.org/Programme.aspx) explores how co-creation formats ...

Open collaboration formats offer insights on how to engage, collaborate and bring ideas. This talk, presented at EuroIA 2010 (http://www.euroia.org/Programme.aspx) explores how co-creation formats like hackdays or design challenges can be used to enhance a co-design process, involving (lead) users, colleagues or clients.

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  • Good afternoon everyone and welcome to ‘beyond codesign’. In the next 40 minutes or so we’ll talk about how open collaboration formats can be improve the way you involve different types of people in a design process, and hopefully this will inspire you next time that you start a new project
  • I’m Franco, and together with Johanna I work in the user experience team of one of the largest telecom operators in the world, Vodafone. One of the points of excellence of our team – I think – is the expertise in co-design: we have run many projects with this approach, and we have people who have done codesign even before it was invented ^_^ It’s not only the experience during working hours the one that Johanna and myself have: we are both regular attendees and sometimes organisers of what we have called ‘open collaboration’ events: barcamps, meet-up, hackathons.Today we are going to reflect on how to mix codesign and this type of collaborations, using 2 projects we run in Vodafone in 2009. Johanna, can we clarify what do we mean by codesign and collaboration?
  • What: sustainability and Vodafone and peopleThe process: invite experts, interested, activists together with designersAlso, bring the ideas generated in codesign to a further stage, by co-prototyping these with developers and tinkerers Objectives: collect expertise on the topic. Generate ideas that had a tangible result, and could be evaluated in a quicker way. Be able to extrapolate enablers an services.
  • How did we sell it?Make all the Corporate Social Responsibility efforts visible to ‘consumers’.Generate brand differentiation.
  • The goals of the project influenced the type of people we asked to participate---And – of course – everyone contributes with ideasThe grey ones mean: like Microfutures. Unlike microfutures, marketing stakeholders were less involved
  • The grey ones mean: like MicrofuturesBenchmark of existing solutions + Internal workshop: first ideas and conceptsCo-design workshops: conceptsFurther development of concepts (internal) Publication of conceptsHack-a-thon: apps and prototypesFurther development of concepts and apps
  • You do not have to assign ownership of any intellectual property rights arising from Your developments to Vodafone, but in the interests of sustainable development, You must make available any code which is part of your competition entry under a recognised open source licence of your choice, along with the complete corresponding machine-readable source code, on the Betavine platform, or such other platform as provided by us, and You must neither use any third party code which is incompatible with distribution under your chosen licence, nor knowingly infringe any third party intellectual property rights.
  • Participants in the codesign workshops appreciated a lot the availability of a panorama of existing solutionsParticipants in the co-prototyping day appreciated the briefs and ‘stimulus material’ coming from the concepts created during the co-designWe realised – maybe too late – that it would have been beneficial to break this barrier, and mix the 2 groups of participants.Why? Users have needs and desires. Developers know what is possible, and this can make users discover needs they weren’t aware of
  • Our stakeholders were mainly inside our team, and part of the corporate responsibility department. A proper engagement with product teams would have made the differenceThe output of the project is not just what you deliver: it’s the chances to follow-up and continue working on it
  • An attention to the process helped us open-up the project to new sources of knowledge. Tools and spaces supported this not-so-typical collaboration style with people like experts, lead users, developers.But most important for us was to attract people that had a certain mindset: an interest for the topic and a will to share ideas and code.
  • What do they have in common?Our goals were: Tangible outcome‘Make it real’ quickerNeeds drive technology drives needsTransform vague ideas into tangible prototypesParticipation of different people / codesignExperiments with processes, information given, tools, spaces used for designing
  • What do they have in common?Transform vague ideas into tangible prototypesParticipation of different people / codesignExperiments with processes, information given, tools, spaces used for designingOur goals were: Tangible outcome‘Make it real’ quickerNeeds drive technology drives needs
  • "All of these initiatives, whether they apply to brand, CRM, product development, R&D, customer service, or HR, exhibit some similar characteristics:- easy access;- open platforms that harness the creativity and expertise from people outside of the organization or untapped sources inside;- open-ended formats that can evolve as the problem statement changes;- ample room for participation and emergent self-organization;- easy mechanisms for tinkering and hacking (e.g. through open-source formats);- small formats that can be easily shared- strong incentives (ideally intrinsic motivation or social currency);- real-time visibility (through sharable content);- tie-ins to dormant or active social networks;- and distributed decision-making."
  • Good afternoon everyone and welcome to ‘beyond codesign’. In the next 40 minutes or so we’ll talk about how open collaboration formats can be improve the way you involve different types of people in a design process, and hopefully this will inspire you next time that you start a new project

Beyond Co-design. How open collaboration formats can enhance your design process Presentation Transcript

  • 1. Beyond co-design
    How open collaboration formats can enhance your design process
  • 2. Franco Papeschi - @bobbywatson
    Johanna Kollmann - @johannakoll
    User Experience @ Vodafone Group Services
  • 3. Co-design…
    …is about developing a service or a product by a process that involves all perspectives that are related to the design.
    …has its origin in systems-thinking.
    …involves different groups of people actively in the design process, and all perspectives are equally important.
  • 4. Collaboration…
    … is defined as ‘working jointly with others or together, especially in an intellectual endeavour.’ (Merriam Webster Online dictionary)
    Collaborating openly with others means that ideas are shared rather than protected.
    Open collaboration activities, such as barcamps or Hack-a-thons, encourage participants to share information, their work, and reflect and learn together.
  • 5. open
    collaboration
    co-design
    Awesome!
  • 6. Awesome!
    More and better ideas
    Tangible outcomes
    Perception of Vodafone
    Relationships
    Change internal perception of UX
    We’re hiring more UX agencies for strategy work!
  • 7. The MicroFutures project
  • 8. MicroFutures: Goals
    What
    Internal ideas around marketplaces and transactions
    Quickly turn these ideas into tangible product concepts
    Why
    Do more than one designer can do
    Expose ideas to fresh perspectives
    Collaborate more with users and internal stakeholders
    Learn for future co-design projects
  • 9. MicroFutures: People
    Stakeholders
    Designers
    Lead users
  • 10. MicroFutures: Process
    explore
    Co-design
    Bridge the gap between Explore and Design
    design
    experience
    build
  • 11. MicroFutures: Process
    Internal research and design workshops
    Co-design project
    Internal sharing of design concepts
    Mobile app spin-off project with R&D
  • 12. MicroFutures: Process
    Ideation
    Workshops
    Sprint 01
    Sprint 02
    Sprint 03
    Sprint 04
    Online
    Collaboration
  • 13. MicroFutures: Process
  • 14. MicroFutures: Process
    Detail
    concepts
    Personas
    Ideation
    Sprint 03
    Workshops
    Sprint 01
    Sprint 02
    Sprint 04
    Online
    Collaboration
  • 15.
  • 16.
  • 17. MicroFutures: Process
    Detail
    concepts
    Presentation of final concepts
    Ideation
    Personas
    Workshops
    Sprint 01
    Sprint 02
    Sprint 03
    Sprint 04
    Online
    Collaboration
  • 18. MicroFutures: Outcome
  • 19. MicroFutures: Information
    Objectives
    Personas
    Brand
    Business objectives
    Background
    Initial ideas
    Research
    Outcome of internal workshops
    Constraints
    Design brief
    Technical constraints
    (Mobile) platforms
    Information facilitates focus and prioritisation.
  • 20. MicroFutures: Spaces
  • 21.
  • 22. MicroFutures: Tools
    Design
    Visual communicator
    Stimulus material
    Collages
    Scenarios
    Storyboards
    Communication
    Blog
    Skype
    Cameras
    ‘Adopt a remote member’
    Collaboration
    Prioritisation techniques, eg dot democracy
    Tools facilitate designing and collaborating.
  • 23. MicroFutures: Learnings
    Share ‘secret’ information like personas or business objectives.
    Facilitate self-organisation, rather than try to control the teams.
    Co-design requires a shift in mindset to succeed.
  • 24. Mindset
    Share ideas and information
    Self-organisation
    Collaborative decision-making
    Info
    People
    Designers
    Experts
    Lead users
    Background
    Objectives
    Constraints
    Tools
    Spaces
    Design tools
    Collaboration techniques
    Communication tools
    Design studio
    Public online platform
    Process
    Sprints
    Timeboxing
    Clear tasks
    Competition
    Retrospectives
  • 25. The ecomo09 project
  • 26. Ecomo09: Goals
    What
    Create tools and services that help people understand their impact on the environment, and act upon it.
    Why
    Collect expertise on the topic.
    Generate ideas that had a tangible result, and could be evaluated quickly.
  • 27. Ecomo09: People
    Designers
    Lead users
    Sustainability experts
    Developers
    R&D
    Design knowledge
    Challenges of daily life
    Topic knowledge and passion
    Technical knowledge and passion
    Technical knowledge
  • 28. Ecomo09: Process
    explore
    Co-design
    Close the loop between Explore and Design
    design
    experience
    Hack-a-thon
    Move from Design to Build
    build
  • 29. Ecomo09: Process
    Internal research and design workshops
    Co-design project
    Public sharing of design concepts
    Similar to
    MicroFutures
    Hack-a-thon: apps and prototypes
    Further development of concepts and apps
  • 30. Ecomo09: Process
    Co-design
    Hack-a-thon
  • 31. Ecomo09: Spaces
    Physical
    Virtual
  • 32. Ecomo09: Information
    Background
    Initial ideas
    Research
    Outcome of internal workshops
    Interviews with experts
    Objectives
    Brand
    Vision of the future
    Constraints
    Design brief
    Technical constraints
    Opportunities
    Technical assets (APIs,…)
    Information facilitates focus and prioritisation.
  • 33. Ecomo09: Tools
    Communication
    Public Blog
    Twitter
    Flickr
    Design
    Visual communicator
    Stimulus material
    Scenarios
    Reuse
    Code repository
    Collaboration
    Prioritisation techniques, e.g. dot democracy
    Ownership
    Legal framework (Creative Commons, Open Source)
    Tools facilitate participation and creativity.
  • 34. 3 concepts
    Ecomo09: Outcome
  • 35. 3 concepts
    Ecomo09: Outcome
  • 36. 8 prototypes
    Ecomo09: Outcome
  • 37. 1 new set of API
    Ecomo09: Outcome
  • 38. Ecomo09: Learnings
    Adopt practices and tools of people you want to engage with
    Platforms
    Events
    Photos by Tory Dunn
  • 39. Ecomo09: Learnings
    Users
    Developers
    More interaction
    needed
  • 40. Ecomo09: Learnings
    It saved money – but we didn’t tell the business!
  • 41. Mindset
    Self-organisation
    Passion for the topic
    Share ideas and information
    Info
    People
    Designers
    Experts
    Lead users
    Developers
    Background
    Objectives
    Constraints
    Opportunities
    Tools
    Spaces
    Design tools
    Collaboration techniques
    Communication tools
    Repositories for reuse
    Legal framework
    Design studio
    Hack-a-thon warehouse
    Public online platform
    Process
    Co-design + hack-a-thon
    People involved at different stages
    Competition
  • 42. Reflecting on the projects
  • 43. Elements of open collaboration
    Contribute
    Connect
    Core
    Collaborate
    Create
    Charles Leadbeater, We-Think (2008)
  • 44. Reflecting on the process
    explore
    Co-design
    Close the loop between Explore and Design
    Build on the projects
    Neither project managed to inform product decisions in Vodafone
    design
    experience
    Hack-a-thon
    Move from Design to Build
    build
  • 45. How to go beyond co-design
  • 46. Mindset
    Info
    People
    Tools
    Spaces
    Process
  • 47. Info
    Information gives focus
    If you want your participants to be like a design team, give them all the information a design team would need!
  • 48. Pick tools and spaces that
    facilitate creativity
    Spaces
    Tools
    Provide visual design / sketch support
    Provide access to sources of data (API) if you want people to create something tangible
  • 49. Pick tools and spaces that
    facilitate collaboration
    Spaces
    Tools
    Hack-a-thons
    Design studios
    Retrospectives, dot democracy and other collaboration tools
  • 50. People
    Engage the right people
    Who?
    Why?
    When?
    Give strong incentives - ideally intrinsic motivation
  • 51. Adapt the process
    Process
    Keep it flexible
    Reflect
    Experiment
  • 52. Mindset
    Practice the mindset
    Collaborate
    Be less protective about your ideas
    Step back and facilitate
  • 53. Mindset
    Self-organisation
    Collaborative decision-making
    Passion for the topic
    Share ideas and information
    Info
    People
    Designers
    Experts
    Lead users
    Stakeholders
    Developers
    Background
    Objectives
    Constraints
    Opportunities
    Tools
    Spaces
    Design tools
    Collaboration techniques
    Communication tools
    Repositories for reuse
    Legal framework
    Design studio
    Hack-a-thon warehouse
    Public online platform
    Private online platform
    Process
    Co-design + hack-a-thon
    People involved at different stages
    Competition
    Sprints
    Timeboxing
    Clear tasks
    Retrospectives
  • 54. Challenges
    ‘Risk’ of openness
    Ownership of ideas
    Continuous engagement and motivation
    Tangible outcomes and new ideas
    Only relevant if you’re in-house?
  • 55. open
    collaboration
    co-design
    Awesome!
  • 56. Awesome!
    More and better ideas
    Tangible outcomes
    Perception of Vodafone
    Relationships
    Change internal perception of UX
    We’re hiring more UX agencies for strategy work!
  • 57. It was so much fun!
    Photo ofJohanna by Kevin McDonagh http://www.flickr.com/photos/appletv/3942194437/
  • 58. Thank you. Questions?
    @bobbywatson
    franco.papeschi@gmail.com
    @johannakoll
    kollmann.johanna@gmail.com
  • 59. Resources
    Hicks, Mark: Collaborate to Innovate? Getting Fresh Small Company Thinking into Big Company Innovation. Interactions, XVII.3 - May / June, 2010. http://interactions.acm.org/content/?p=1363Leadbetter, Charles: We-Think. Mass innovation, not mass production. Profile books, 2008. http://www.charlesleadbeater.net/orange-buttons/we-think.aspx
    More about ecomo: http://tinyurl.com/betavine-sustainability
    Thank you
    MicroFutures team: Mark Hicks, Dug Falby
    Ecomo 09 team: Tory Dunn
    Heather Moore, Dan Appelquist, Steve Wolak, Tracey Lee-Joe, Richard Child, Bryce Ashdown, Phill Julian, Josh Ulm, FJ van Wingerde, Russell Sese
    Sense Networks, Seren, BASH Studio, Sprung Studios
    All our collaborators and hackers!
    London IA community, Matthew Solle and the Vodafone UE team for valuable feedback on our dry-runs.
  • 60. Beyond co-design
    How open collaboration formats can enhance your design process