Balanced Team: Breaking the speed limit

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How Philosophie leveraged a balanced team to help a 161 year old accounting company innovate

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Balanced Team: Breaking the speed limit

  1. 1. make it betterprepared for agile experience design & balanced team Breaking the speed limit How we leveraged a balanced team to help a 161 year old 
 accounting company innovate breaking the speed limit tweet @gophilosophie
  2. 2. make it better Who are these people on stage? prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie Emerson Taymor Founder / Product Brooke Kao Product Designer Michael Morrissey Software Engineer
  3. 3. make it better What’s to come Who We Are The Problem The Team Stories Results Takeaways prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  4. 4. make it better Who We Are prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  5. 5. make it better Philosophie helps companies design and build better software by focusing on the users and humanizing the process. breaking the speed limit tweet @gophilosophie prepared for agile experience design & balanced team
  6. 6. make it better The Problem prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  7. 7. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  8. 8. make it better “Software is eating the world.” 
 — Marc Andreessen prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  9. 9. make it better “In 15 years, 75% of the S&P 500 will be replaced by new companies.” 
 — Richard Foster, Yale University prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  10. 10. make it better How do you disrupt a 
 multi-billion dollar 
 consulting business? prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  11. 11. make it better Uber-ification of Consulting Fortune 500 prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie SMBs
  12. 12. make it better 75,000 - 80,000 small businesses in the US will go out of business in 2015 prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  13. 13. make it better 77% are profitable in the year they go out of business prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  14. 14. make it better What if we could help these businesses manage their 
 cash flow better? prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  15. 15. make it better Welcome to BusinessOS prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  16. 16. make it better Over 3 years of research and “prototyping” prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  17. 17. make it better 6 weeks to build a product with some validation prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  18. 18. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  19. 19. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie Team Makeup • Product Owner • Marketing x2 • Consultants x3 • Partnerships • Compliance • Air Cover • Product Strategist x2 • Product Designer x2 • Software Engineers x3
  20. 20. make it better Story: Kickoff prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  21. 21. make it better a4 Years of Knowledge Distilled in 2 Days prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  22. 22. make it better aLean Canvas prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  23. 23. make it better aLean Canvas prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  24. 24. make it better aStoryboard prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  25. 25. make it better aStoryboard prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  26. 26. make it better aStorymap prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  27. 27. make it better aStorymap prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  28. 28. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie Post-its; Sharpies; Dots; Oh My!
  29. 29. make it better Digitization Station prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  30. 30. make it better Key Takeaways prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  31. 31. make it better • Get everyone in the same room & participating in collaborative exercises to quickly align teams. • Lean Canvas is a great tool to rally around a collective vision. • Individual (time-boxed) diverging and then converging with dot voting helps gain consensus. • Digitize & consistently refer to design artifacts. This lets those who weren’t in the room feel involved and up-to-date. prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie …To Be Applied to Almost Anything
  32. 32. make it better Story: Personas prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  33. 33. make it better How do we approach design at Philosophie? prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  34. 34. make it better Focus on the user and the problem she has. prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  35. 35. make it better Who is Jen? prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  36. 36. make it better How did we learn about Jen? prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  37. 37. make it better aEmpathy Mapping prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  38. 38. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  39. 39. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  40. 40. make it better What do we want to learn from Jen? prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  41. 41. make it better aConversation Planning prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  42. 42. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  43. 43. make it better Design doesn’t happen in here. prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  44. 44. make it better Who else had a stake? prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  45. 45. make it better Stakeholder Persona prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie A PWC Partner determined to transform the firm’s growth and future Mike
  46. 46. make it better Stakeholder Persona prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie A PWC Compliance manager determined to win the fight against risk Todd
  47. 47. make it better Key Takeaways prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  48. 48. make it better …Unite under a common cause: the user • A provisional persona is a springboard for customer conversations. Use her to validate the problem you want to solve. • Always have the persona in mind when making project decisions. Use her name in design artifacts and stick to them. • Getting buy-in from stakeholders and clients is not something that happens overnight. Stakeholders personas were an important client asset to keep everyone mindful about other important project goals and challenges. prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  49. 49. make it better Story: User Testing prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  50. 50. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie Build Learn Measure
  51. 51. make it better “There’s nothing better than watching someone use the software you’re making, or at least stumble through trying to use it.” 
 — Susan Robertson prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  52. 52. make it better How did we get everyone involved? prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  53. 53. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie Stick to the Script!
  54. 54. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie The Interviewer (Strategist) The Notetaker (Designer) The Observer (Client)
  55. 55. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  56. 56. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie The Interviewer (Client) The Notetaker (Designer) The Observer (Engineer)
  57. 57. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie Build Learn Measure
  58. 58. make it better breaking the speed limit tweet @gophilosophie Did you find value in Business OS? –Boris Lipsman “It's hard thus far to have expectations without a clear understanding of what value the app delivers to the user. What else can I use it for?” –Sonya Webb “It just seems like another reminder app.” –Leigh Henley “I logged in today and it continued to give me the same advice about my overdue invoice but it didn't give me an option to let it know if I had taken those actions.”
  59. 59. make it better Customer Landscape is Diverse and Huge prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  60. 60. make it better breaking the speed limit tweet @gophilosophie How Did Our User Recruits Fit Our Persona? Persona Match GREAT Persona Match BAD Persona Match NEUTRAL
  61. 61. make it better breaking the speed limit tweet @gophilosophie How Did Our Subjects Rate The App? 0.75 visits per day 4 invoices entered total 2.25 invoices marked paid total 0.52 visits per day 3.33 invoices entered total 1 invoice marked paid total Persona Match Persona Mismatch Average Rating Average Rating
  62. 62. make it better breaking the speed limit tweet @gophilosophie Emerging Customer Segments Quickbooks Professional Serge, Leigh Experienced professional Clear dialogue and understanding with clients Experience handling and collecting late payments Looking for a QB replacement Wants details/information about their clients PAIN POINTS ?
  63. 63. make it better breaking the speed limit tweet @gophilosophie Emerging Customer Segments Savvy Business Owner Boris Owner of a small business (3-10 employees) Has rapidly changing needs, clients, and employees Very tech savvy and always looking for the next best option Looking for a business operations solution PAIN POINTS Key goal is growing/expanding his business ?
  64. 64. make it better Meet Olivia prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  65. 65. make it better breaking the speed limit tweet @gophilosophie Revised Persona: Olivia Details Pain PointsActivities “I feel my best when my businesses’ financial chores are automated and mobile, so I can focus on serving my clients.” - Lives & works in LA - 30 years old, making $88,000 - Freelance web designer with 3 large clients and ~20 small or individual clients. - Tracks invoices manually and in excel - Is a passive power user of business apps - consistently enables push notifications for banking and finance apps. - Likely to talk with clients over text - Expects to carry out complex financial chores in mobile apps, on the go. - Wants to know how and when to be firm toward a late payer, but also has her own techniques.
  66. 66. make it better breaking the speed limit tweet @gophilosophie …and More James’ accounts payable manager Wendy Sam’s major client James The savvy business owner Sam
  67. 67. make it better Key Takeaways prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  68. 68. make it better • Creating a tight testing script controls variables, minimizes subjectivity and lowers the barrier to entry for a team. • Expose the client to the users directly. Dispel egos and speculation with real data and feedback. • Testing is a pivotal moment in getting client buy-in and trust. If people didn’t know who Jen was, they definitely knew Olivia. prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie …Break down the status quo: color inside the lines
  69. 69. make it better Story: Dev Architecture prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  70. 70. make it better “Clients should witness customer conversations. It’s f*cking mindblowing” 
 — Some Guy prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie Me :)
  71. 71. make it better “Clients should witness customer conversations. It’s f*cking mindblowing” 
 — Some Guy prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie Me :(
  72. 72. make it better “Clients should witness customer conversations. It’s f*cking mindblowing” 
 — Some Guy prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie I Totally Know How This All Works. I Swear.
  73. 73. make it better “Clients should witness customer conversations. It’s f*cking mindblowing” 
 — Some Guy prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie What Have I Done. Not pictured: rest of team wrapped up, some eaten
  74. 74. make it better How do we we make our code base accessible to the whole team? prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  75. 75. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie Make Architecture Decisions Early
  76. 76. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie Provide a Solid Entry Point
  77. 77. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie Let’s Learn React Native Together
  78. 78. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie Can You Check Out My PR
  79. 79. make it better Key Takeaways prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  80. 80. make it better • Think about the team when making architecture decision. • Provide a clear entry point for the rest of the team. • Be inclusive and share knowledge. prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie …To Be Applied to Almost Anything
  81. 81. make it better Results prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  82. 82. make it better 6 Weeks Later prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  83. 83. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie A Working App
  84. 84. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie A Working App
  85. 85. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie 37 User Tests (including 7 Diary Studies)
  86. 86. make it betterprepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie A Big Compliance Win
  87. 87. make it better aTrained an Offshore Team in Shanghai on Design Thinking & Agile Best Practices prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  88. 88. make it better Key Takeaways prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  89. 89. make it better Using Balanced Team principles we were able to ship quickly within a large enterprise. prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  90. 90. make it better Collaborating in the same room & using democratic techniques quickly aligns the team. prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  91. 91. make it better Personas are your friend. Use them religiously, but don’t be afraid to change them. prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  92. 92. make it better Stakeholder personas help differentiate stories that are critical for business success. prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  93. 93. make it better Run consistent user tests and involve as many team members as possible in the process. prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  94. 94. make it better Think about the entire team when making architecture decisions. And iterate! prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  95. 95. make it better Move fast. Talk as much as possible. Have fun. Share Knowledge. Win! prepared for agile experience design & balanced team breaking the speed limit tweet @gophilosophie
  96. 96. make it better Questions? breaking the speed limit tweet @gophilosophie prepared for agile experience design & balanced team bit.ly/bt-dot-vote

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