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#CNX16
Design Thinking
Brought to you by Salesforce Cloud Services
Drew Davidson
VP Experience Design at AKTA - a Salesforce company
drew@akta.com
@awdavids
Forward-Looking Statements
​ Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
​ This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any
of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or
service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for
future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer
contracts or use of our services.
​ The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most
recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information
section of our Web site.
​ Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not
be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Customer Success Platform
World’s #1 CRM
Developer Success Platform
5.5 million apps
World’s most trusted
enterprise cloud
Force.com
Heroku Enterprise
AppExchange
Shield
Trailhead
Lightning
Wave
Sunshine
Multitenant Cloud
Marketing
Community
Service
IoT
Analytics
Apps
Sales
Cloud Services
Advisors in action
Premier/+
Strategic
Projects
Accelerators
Mission
Critical
Support
Advisory
Services
MC@
Services Innovation &
Transformation
Center
Bringing the Customer Success Platform to Life
Delivering value across all clouds
#CNX16
Design Thinking
Brought to you by Salesforce Cloud Services
Drew Davidson
VP Experience Design at AKTA - a Salesforce company
drew@akta.com
@awdavids
Near Future
You will have data to automate decision-making.
You will be missing the why that drives consumer behavior.
Future
​ 1. Machine Learning
​ 2. Natural Language
​ 3. Artificial Intelligence
​ Consumers will expect a relationship, not marketing.
#CNX16
Marketers will become
relationship designers.
#CNX16
How can you begin
designing relationships
instead of campaigns?
Current Thinking Will Not Help
People are emotional beings, not numbers.
Consumers are unique at the micro level.
They have lives outside of your products.
#CNX16
Enter Design Thinking
What is Design Thinking?
Holistic approach to solving human problems.
Utilizes research, logical reasoning, imagination, and intuition
across a wide-variety of disciplines to achieve success.
An iterative process of discovery, exploration, and
experimentation that involves your customers.
Four Rules of Design Thinking
1.  The Human Rule
2.  The Ambiguity Rule
3.  The Redesign Rule
4.  The Tangibility Rule
1. The Human Rule
Every system has a
human element.
-  Motivations
-  Needs
-  Perspectives
-  Expectations
2. The Ambiguity Rule
Ambiguity over certainty and
assumptions.
-  Look for gaps
-  Reframe constraints
-  Encourage exploration
-  Challenge certainty
3. The Redesign Rule
Nothing is designed, it is
redesigned.
-  Design is never done
-  New problems are
exceedingly rare
-  Studying the past helps you
anticipate the future
Obstacles
​ Tech Stack
​ Data Ownership and Dependencies
​ Competing Priorities
​ Organizational Silos
​ Time & Money
​ Short vs. Long-Term Goals
4. The Tangibility Rule
Ideas can start change, but making
them real is when the impact begins.
-  Humans are the hurdle,
not technology
-  You must work with others
-  Prototypes as communication tools
-  Examples over ideas
Design Thinking Process
4
Measure
3
Implement
2
Ideate
1
Research
Definition
Research
Ideation
Implement
Measure
Get Started Today
TALK to your
customers
Create a
HOLISTIC view
MEASURE
everything
1 2 3
#CNX16
Prepare to design new
Customer Relationships
through Design Thinking.
#CNX16
Thank You
Questions?
Join Us For Dreamforce 2016
October 4-7, 2016 | San Francisco, CA

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CNX16 - Design Thinking

  • 1. #CNX16 Design Thinking Brought to you by Salesforce Cloud Services Drew Davidson VP Experience Design at AKTA - a Salesforce company drew@akta.com @awdavids
  • 2. Forward-Looking Statements ​ Safe harbor statement under the Private Securities Litigation Reform Act of 1995: ​ This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. ​ The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. ​ Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Customer Success Platform World’s #1 CRM Developer Success Platform 5.5 million apps World’s most trusted enterprise cloud Force.com Heroku Enterprise AppExchange Shield Trailhead Lightning Wave Sunshine Multitenant Cloud Marketing Community Service IoT Analytics Apps Sales Cloud Services Advisors in action Premier/+ Strategic Projects Accelerators Mission Critical Support Advisory Services MC@ Services Innovation & Transformation Center Bringing the Customer Success Platform to Life Delivering value across all clouds
  • 4. #CNX16 Design Thinking Brought to you by Salesforce Cloud Services Drew Davidson VP Experience Design at AKTA - a Salesforce company drew@akta.com @awdavids
  • 5.
  • 6.
  • 7.
  • 8. Near Future You will have data to automate decision-making. You will be missing the why that drives consumer behavior.
  • 9. Future ​ 1. Machine Learning ​ 2. Natural Language ​ 3. Artificial Intelligence ​ Consumers will expect a relationship, not marketing.
  • 11. #CNX16 How can you begin designing relationships instead of campaigns?
  • 12. Current Thinking Will Not Help People are emotional beings, not numbers. Consumers are unique at the micro level. They have lives outside of your products.
  • 14. What is Design Thinking? Holistic approach to solving human problems. Utilizes research, logical reasoning, imagination, and intuition across a wide-variety of disciplines to achieve success. An iterative process of discovery, exploration, and experimentation that involves your customers.
  • 15. Four Rules of Design Thinking 1.  The Human Rule 2.  The Ambiguity Rule 3.  The Redesign Rule 4.  The Tangibility Rule
  • 16. 1. The Human Rule Every system has a human element. -  Motivations -  Needs -  Perspectives -  Expectations
  • 17. 2. The Ambiguity Rule Ambiguity over certainty and assumptions. -  Look for gaps -  Reframe constraints -  Encourage exploration -  Challenge certainty
  • 18. 3. The Redesign Rule Nothing is designed, it is redesigned. -  Design is never done -  New problems are exceedingly rare -  Studying the past helps you anticipate the future
  • 19. Obstacles ​ Tech Stack ​ Data Ownership and Dependencies ​ Competing Priorities ​ Organizational Silos ​ Time & Money ​ Short vs. Long-Term Goals
  • 20.
  • 21. 4. The Tangibility Rule Ideas can start change, but making them real is when the impact begins. -  Humans are the hurdle, not technology -  You must work with others -  Prototypes as communication tools -  Examples over ideas
  • 27. Get Started Today TALK to your customers Create a HOLISTIC view MEASURE everything 1 2 3
  • 28. #CNX16 Prepare to design new Customer Relationships through Design Thinking.
  • 30. Join Us For Dreamforce 2016 October 4-7, 2016 | San Francisco, CA