Stephen Gay
Innovation Catalyst
@ Intuit
Design for Delight
Chat about...
• Why Design for Delight?
• Our Journey
• 3 Core Principles
• 6 Methods
Canadian living in Silicon Valley
15+ years of experience
@ Intuit
Design Strategist & Innovation Catalyst
Why
Design for Delight?
#1 driver of new customer
purchases of Intuit products
Word of Mouth
Delight promotes Word of Mouth
• Flawless planning
• Avoid failure
• Rigorous analysis
• Presentations
• Arm’s length customer research
• Periodic
• Thin...
TO: Designing for Delight
(aka Design Thinking)
4	
  +	
  4	
  =	
  	
  8
8	
  	
  = 	
  	
  4 + 4
2 + 6
12 – 4
4 x 2
24 /...
Our Journey
’07
Beyond Ease
NPS Flat
“Intuit is the most well run,
no growth company in the valley.”
’07
Beyond Ease
NPS Flat
‘08
Delight Forums
’09
Catalyst
& Session Pilots
’10
Innovation Catalysts
’07
Beyond Ease
NPS Flat
‘08
Delight Forums
FY ‘10
75 Catalysts
FY ‘09
10 Catalysts 120 Catalysts
FY ‘11
FY ‘12
170 Catalysts
FY ‘13
200 Catalysts
Cross functional gr...
’09
Catalyst
& Session Pilots
’10
Innovation Catalysts
’11
D4D Sessions
’07
Beyond Ease
NPS Flat
‘08
Delight Forums
’09
Catalyst
& Session Pilots
’10
Innovation Catalysts
’11
D4D Sessions
’12
Everyday D4D
’07
Beyond Ease
NPS Flat
‘08
Deli...
2012 #56
2011 #84
2010 ---
3 Core Principles
Know your customer
better than they know
themselves.
Observed customer pain...
...drives to a solution.
It is hard to understand your
customer from your office…
Connect with where they are
coming from…
1. Be the customer
2. Watch the customer
3. Talk with the customer
Purpose of Deep Customer Empathy
• See the customer from a different perspective
• Understand what really matters
To get one great idea, you
have to create lots.
Your first idea is usually not
your best.
Divergent
Thinking
Create
Choices
Convergent
Thinking
Make
Choices
Purpose of Going Broad to Narrow
• Create options before making choices
• Explicit criteria = better choices
• The foundat...
Watching how our customers
behave is far better than our
opinion.
Rough Experiments to Test Ideas
Get Feedback Early and Often
Build Physical Prototypes to Experiment
Experiment in the Lab & Field
Purpose of Rapid Experiments with Customers
• To learn what will improve customers lives
• To learn what the pros and cons...
6 Methods
SAY
DO
THINK
FEEL
D4D | Empathy Map
The Empathy Map
Problem Statement
•  I"am"________________________________."
•  I"am"t...
The Empathy Map
SAY
DO
THINK
FEEL
D4D | Empathy Map
What%mo(vates%me%is:%
______________________________%
You have research findings and want the team to
understand what they mean at a deeper level.
WHY
use it
WHEN
to use it
•To ...
1.PLAN: Set out Sharpie markers and Post-Its
2.UNPACK FIELD RESEARCH: What ‘s surprising? Individually,
write down your to...
The Problem Statement
Problem Statement
•  I"am"________________________________."
•  I"am"trying"to"_____________________...
I	
  am	
  an	
  overweight	
  employee	
  with	
  a	
  full-­‐4me	
  
job	
  and	
  a	
  toddler	
  at	
  home.
I	
  am	
...
You have a hypothesis, or understanding, about the customer
problem and need to articulate it to gain shared-vision or
cus...
1.WRITE the problem statement template on a large board or poster
(or print the problem statement template).
2.Each team m...
Brainstorming
You want to generate a bunch of ideas, form a variety of
perspectives – quickly.
WHY
use it
WHEN
to use it
•To generate ma...
1.SET CONTEXT by grounding participants in the problem or opportunity space,
project history, personas and insights.
2.WAR...
The 2x2
These are the best
ideas for the
project goals
When you have a number of ideas, and need to evaluate them to
narrow your focus.
Explore relationships and tensions betwee...
1.EXPERIMENT with word pairs for axis labels. Often, it takes a few
iterations to arrive at useful labels for analyzing id...
The Storyboard
1.  Customer Problem
3. Customer
Benefit
2. PROPOSED
SOLUTION
&
EXPERIENCE!
When you have an idea and want feedback on how well it solves
the customer problem, meets the customer’s criteria, or deli...
1.SELECT an idea or problem to storyboard
2.DETERMINE WHAT YOU WANT TO LEARN:
1.ASK the team “What would be good about thi...
Visioning
•You need to articulate and align your team on an inspiring
overarching vision.
•You need to bring deeper meaning to an ex...
“D4D is our number 1
weapon in attaining growth
and there is no #2”
- Scott Cook
Thank you
Design for Delight - The Innovation Catalysts
Design for Delight - The Innovation Catalysts
Design for Delight - The Innovation Catalysts
Design for Delight - The Innovation Catalysts
Design for Delight - The Innovation Catalysts
Design for Delight - The Innovation Catalysts
Design for Delight - The Innovation Catalysts
Design for Delight - The Innovation Catalysts
Design for Delight - The Innovation Catalysts
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Design for Delight - The Innovation Catalysts

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Going beyond customer expectations in delivering ease and benefit, evoking positive emotion throughout the customer journey…

Published in: Design, Business, Technology

Design for Delight - The Innovation Catalysts

  1. 1. Stephen Gay Innovation Catalyst @ Intuit Design for Delight
  2. 2. Chat about... • Why Design for Delight? • Our Journey • 3 Core Principles • 6 Methods
  3. 3. Canadian living in Silicon Valley 15+ years of experience @ Intuit Design Strategist & Innovation Catalyst
  4. 4. Why Design for Delight?
  5. 5. #1 driver of new customer purchases of Intuit products Word of Mouth
  6. 6. Delight promotes Word of Mouth
  7. 7. • Flawless planning • Avoid failure • Rigorous analysis • Presentations • Arm’s length customer research • Periodic • Thinking • Enlightened TRIAL & ERROR • Fail FAST • Rigorous TESTING • Lightweight EXPERIMENTS • DEEP CUSTOMER IMMERSION • CONTINUOUS • DOING TO: Designing for Delight (aka Design Thinking) FROM: Traditional Thinking
  8. 8. TO: Designing for Delight (aka Design Thinking) 4  +  4  =    8 8    =    4 + 4 2 + 6 12 – 4 4 x 2 24 / 3 Discovery of what is “right”. The so-called “correct” answer Discovery of what WORKS. An infinity of POSSIBLE answers FROM: Traditional Thinking
  9. 9. Our Journey
  10. 10. ’07 Beyond Ease NPS Flat
  11. 11. “Intuit is the most well run, no growth company in the valley.”
  12. 12. ’07 Beyond Ease NPS Flat ‘08 Delight Forums
  13. 13. ’09 Catalyst & Session Pilots ’10 Innovation Catalysts ’07 Beyond Ease NPS Flat ‘08 Delight Forums
  14. 14. FY ‘10 75 Catalysts FY ‘09 10 Catalysts 120 Catalysts FY ‘11 FY ‘12 170 Catalysts FY ‘13 200 Catalysts Cross functional group of D4D experts, working across the company to apply D4D in the day-to-day to achieve Delight
  15. 15. ’09 Catalyst & Session Pilots ’10 Innovation Catalysts ’11 D4D Sessions ’07 Beyond Ease NPS Flat ‘08 Delight Forums
  16. 16. ’09 Catalyst & Session Pilots ’10 Innovation Catalysts ’11 D4D Sessions ’12 Everyday D4D ’07 Beyond Ease NPS Flat ‘08 Delight Forums
  17. 17. 2012 #56 2011 #84 2010 ---
  18. 18. 3 Core Principles
  19. 19. Know your customer better than they know themselves.
  20. 20. Observed customer pain...
  21. 21. ...drives to a solution.
  22. 22. It is hard to understand your customer from your office…
  23. 23. Connect with where they are coming from… 1. Be the customer 2. Watch the customer 3. Talk with the customer
  24. 24. Purpose of Deep Customer Empathy • See the customer from a different perspective • Understand what really matters
  25. 25. To get one great idea, you have to create lots. Your first idea is usually not your best.
  26. 26. Divergent Thinking Create Choices Convergent Thinking Make Choices
  27. 27. Purpose of Going Broad to Narrow • Create options before making choices • Explicit criteria = better choices • The foundation for innovating new ways of doing things
  28. 28. Watching how our customers behave is far better than our opinion.
  29. 29. Rough Experiments to Test Ideas
  30. 30. Get Feedback Early and Often
  31. 31. Build Physical Prototypes to Experiment
  32. 32. Experiment in the Lab & Field
  33. 33. Purpose of Rapid Experiments with Customers • To learn what will improve customers lives • To learn what the pros and cons of different approaches are • To make better decisions
  34. 34. 6 Methods
  35. 35. SAY DO THINK FEEL D4D | Empathy Map The Empathy Map Problem Statement •  I"am"________________________________." •  I"am"trying"to"_________________________," but"_________________________________" because"_____________________________," which"makes"me"feel"__________________." “Who”"with"3"characteris=cs" Outcome/Job" Problem/Barrier" Root"Cause" Emo=on" The Problem Statement Brainstorming The 2x2 The Storyboard Visioning
  36. 36. The Empathy Map SAY DO THINK FEEL D4D | Empathy Map
  37. 37. What%mo(vates%me%is:% ______________________________%
  38. 38. You have research findings and want the team to understand what they mean at a deeper level. WHY use it WHEN to use it •To sink into a user’s perspective and related emotions. •To uncover underlying motivations and beliefs that drive behaviors and words. • Feelings are key to delivering delight. Time: 20-30 minutes per user
  39. 39. 1.PLAN: Set out Sharpie markers and Post-Its 2.UNPACK FIELD RESEARCH: What ‘s surprising? Individually, write down your top 3 observations.Then, as a group, share each user’s story out loud, one at a time.Take notes on Post-Its, capturing observations, quotes, and inferences. 3.WALK THE MAP: Sticking Post-Its in the appropriate areas, starting with the explicit (say, do) and then to the implicit (feel, think) for each observation.“What did this person... SAY? (quotes and keywords) DO? (actions and behaviors) FEEL? (infer emotions using words/facial expression) THINK? (infer beliefs, logic – if I do this, then...) HOW to do it
  40. 40. The Problem Statement Problem Statement •  I"am"________________________________." •  I"am"trying"to"_________________________," but"_________________________________" because"_____________________________," which"makes"me"feel"__________________." “Who”"with"3"characteris=cs" Outcome/Job" Problem/Barrier" Root"Cause" Emo=on"
  41. 41. I  am  an  overweight  employee  with  a  full-­‐4me   job  and  a  toddler  at  home. I  am  trying  to  get  regular  exercise, but  I  can’t  find  the  4me because  I  spend    all  of  my  free  4me  playing   with  my  daughter  , which  makes  me  feel  powerless  to  control  my   weight.
  42. 42. You have a hypothesis, or understanding, about the customer problem and need to articulate it to gain shared-vision or customer feedback. WHY use it WHEN to use it Enables stakeholders to clarify the problem, the root causes and associated emotions. Use the problem statement with the target customer to get feedback on how well this statement reflects their problem, and how painful this problem is relative to others, from their perspective. Time: 5-10 minutes per Problem Statement
  43. 43. 1.WRITE the problem statement template on a large board or poster (or print the problem statement template). 2.Each team member should GENERATE their own problem statement, filling in the 5 phrases. 3.SHARE all problem statements with group 4.CHOOSE which problem statement(s) to test with customers HOW to do it
  44. 44. Brainstorming
  45. 45. You want to generate a bunch of ideas, form a variety of perspectives – quickly. WHY use it WHEN to use it •To generate many new ideas -- quickly • Incorporate diverse perspectives • Probe more deeply into a problem or opportunity area Time: 30-40 minutes
  46. 46. 1.SET CONTEXT by grounding participants in the problem or opportunity space, project history, personas and insights. 2.WARM UP. Use a group exercise to get energy up. 3.FOCUS ATTENTION by writing a provocative “How Might We...?” or “What ways can...?” question on the board. 4.QUIET IDEATION. To balance different thinking styles, spend 2-3 minutes capturing ideas individually, one idea per Post-It. Use Sharpies. 5.ENGAGE EACH PARTICIPANT by asking them to share an idea. 6.REINFORCE the idea by repeating and clarifying it, then sticking it on the board. 7.BROADEN:When ideation slows, build on ideas. 8.CLUSTER ideas into themes. HOW to do it
  47. 47. The 2x2
  48. 48. These are the best ideas for the project goals
  49. 49. When you have a number of ideas, and need to evaluate them to narrow your focus. Explore relationships and tensions between two goals, values, motivations, or other characteristics. Prioritize your ideas using criteria important to you and your customers. WHY use it WHEN to use it
  50. 50. 1.EXPERIMENT with word pairs for axis labels. Often, it takes a few iterations to arrive at useful labels for analyzing ideas. 2.PLACE idea Post-Its in the appropriate quadrants.You should have Post-Its in all quadrants. If you find they are all clustered in one quadrant, brainstorm another axis label. 3.PHOTOGRAPH the populated 2x2 and the related notes. 4.ITERATE. Develop multiple versions of 2x2’s to uncover additional insights and refine your point of view on which ideas to explore first. HOW to do it
  51. 51. The Storyboard
  52. 52. 1.  Customer Problem 3. Customer Benefit 2. PROPOSED SOLUTION & EXPERIENCE!
  53. 53. When you have an idea and want feedback on how well it solves the customer problem, meets the customer’s criteria, or delivers a big customer benefit. WHEN to use it Enables your team to iterate quickly on new concepts before spending time designing or building high-fidelity mockups. Storyboards can also be used to gain deeper insight into the customer’s experience. WHY use it Time: 60 minutes per iteration, including customer feedback
  54. 54. 1.SELECT an idea or problem to storyboard 2.DETERMINE WHAT YOU WANT TO LEARN: 1.ASK the team “What would be good about this solution?” Be very specific (e.g., “Make it Easy” is too broad) 2.NARROW to the top 2-3 reasons.This is the hypothesis that you’ll test for this idea. 3.CREATE A SCRIPT. Place a Post-It in each cell. 1.Write the customer BENEFIT in the last cell. 2.Describe the customer PROBLEM in the first 1-2 cells 3.Use the cells in-between to show how the story unfolds (your SOLUTION). 4.REPLACE each Post-It with a sketch of a key scene of the story. 5.PILOT your storyboard: Have someone who doesn’t know the story read it aloud and tell you what’s confusing. Revise. 6.GET CUSTOMER FEEDBACK. Have the customer tell you what is happening in each cell.Then get their reaction to the problem, idea, and the benefit. HOW to do it
  55. 55. Visioning
  56. 56. •You need to articulate and align your team on an inspiring overarching vision. •You need to bring deeper meaning to an existing vision statement. WHEN to use it •To establish the emotional connection to why this outcome is important for you and your team. •To understand the relationship between current state and where you want to be. WHY use it Time: 90+ minutes
  57. 57. “D4D is our number 1 weapon in attaining growth and there is no #2” - Scott Cook
  58. 58. Thank you
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