From Products to Services: A Service Design Crash Course

Jamin Hegeman
Jamin HegemanHead of Design, Financial Services at Capital One
FROM PRODUCTS
TO SERVICES
a service design crash course




Jared Cole | Jamin Hegeman
August 26, 2010
UX Week San Francisco
Hi. My name is Jared.
Hi. My name is Jamin.
We practice service design
at Adaptive Path.
Goals
Learn service design basics
Develop knowledge about tools
Consider ways to bring it into your practice
Learn where to go to find out more




                                               5
Schedule
2:00-2:10   Intros
2:10-2:30   Service Design
2:30-2:40   Workshop Project
2:40-3:00   Persona
3:00-3:30   Break
3:30-4:00   Journey Map
4:00-4:25   Blueprint
4:25-4:40   Ideation
4:40-5:00   Storytelling
5:00-5:30   Share


                               6
Service Design?
Service Design
Consciously designing services using a
holistic, human-centered design process.




                                           8
9
Interaction Design Process



         Discovery




         Definition




          Design




         Delivery




                             9
Interaction Design Process



         Discovery




         Definition




          Design




         Delivery




                             9
Interaction Design Process   Service Design Process



         Discovery                  Discovery




         Definition                 Definition




          Design                     Design




         Delivery                    Delivery




                                                      9
You have to think holistically.




                                  10
Service Mindset
Explicitly approaching the design problem
from a system thinking perspective and
taking a more holistic view of people.




                                            11
12
Interaction Design




Great experience between
person and product




                           12
Interaction Design




Great experience between
person and product




                           12
Interaction Design         Service Design




Great experience between   Great experience across all
person and product         touch points




                                                         12
Service designers use different tools.




                                         13
And different terms.

            touch point   front stage

       co-creation          back stage

   participants                  blueprint




                                             14
Why service design?
Services need design help.




                             16
This was designed.




                     17
How are the needs of these two met?




                                      18
19
Designers are experts in
designing for humans.




                           20
Benefits of Service Design
Better experiences
Increased customer satisfaction
Reduced inefficiencies
Increased value to business (loyalty)
Increased value to society




                                        21
What does service design
look like?
NEUROSURGERY
CLINIC
service design with UPMC




                           23
Discovery Patient Experience




                               24
Discovery Staff Experience




                             25
Discovery Doctor/Patient Experience




                                      26
Discovery Tools and Systems




                              27
Discovery Information and Environment




                                        28
Discovery Participation




                          29
Definition Themes and Opportunities




                                      30
Definition Patient Journey


                                   t                       visit
                              visi                    st                                                               t                   t
                           re                     fir                                              t               isi                 isi
                        ca                      /                           sit                isi               pv                  pv
      tio
         n            y                      sis                          vi         y       pv               u                   u
    c            ar                        no                         -o
                                                                        p         er      t-o               w-                  w-
 et
   e
              rim                       iag                          e          rg       s               llo                 llo
D            P                         D                           Pr         Su       Po              Fo                  Fo




                                                                                                                                       31
Definition Needs and Emotions

        Emotions



   Support Needs



   Waiting Needs



Information Needs




                                32
Definition Holistic Delivery System
   Service Blueprint of Presby Neuro Clinic
    PHYSICAL                   Front      Waiting     Front     Waiting        Front     Hallway      Exam        MRI &       Exam          MRI &     Door Tag    Waiting     Check-out
    EVIDENCE                   Desk       Room        Desk      Room           Desk                   Room        Chart       Room          Chart                 Room          Room

                                                                                                                                                                              Check-out,
     PATIENT                   Sign In     Wait      Check-in     Wait      Responds     Follow to    Wait in     Answer
                                                                                                                              Wait
                                                                                                                                          Ask          Return
                                                                                                                                                                    Wait        Pay, &
     ACTIONS                                                                             Exam Rm     Exam Rm     Questions              Questions     Door Tag                  Leave


 Line of Interaction




                                            ?                     ?                                    ?                       ?                                    ?
     ONSTAGE                                                                    Call     Escort to
                                                                                                                   Check                   Meet Dr.                           Process &
     CONTACT               Welcome                   Process                   Patient   Exam Rm
                                                                                                                  Vitals &                 Kassam                             Check-out
                                                                                                                 Ask Quest
     PERSON

 Line of Visibility


   BACKSTAGE                     Get                            See Other    Grab                                 Check      Place in                  Take       See Other
                                         See Other                                                   See Other
    CONTACT                    Patient
                                          Patients               Patients   Door Tag                  Patients
                                                                                                                  Patient    Kassam                    Away        Patients
    PERSON                      Chart                                                                            Location      Bin                     Chart


                                                                 Brings                  Chart in            Grab              Kassam
                                                                Door Tag                  To Be              Chart            Gets Quick
                                                                  Back                   Seen Bin          from Bin            Review


                                                                      Chart              Write Rm                                           Check
                                                                    Taken by               # on                                             Patient   Dictation
                                                                      Staff              Schedule                                          Location


Line of Internal Interaction


    SUPPORT                                          Records/                                           Bin                                            Chart                  Records/
                          Debbie’s                                          Door Tag                             Schedule                             Storage                 Database
                                                     Database                                         System
   PROCESSES              Chart Cart
                                                      System
                                                                            System                                System                              System                   System




                                                                                                                                                                                           33
Design Creating Concepts




                           34
Design Co-creation




                     35
Design Engagement




                    36
Design Prototyping




                     37
Design Storyboard Concepts




                             38
Design Validation




                    39
Delivery Tangible and Intangible




                              I know you don’t want to be here.
                              I know you don’t want to know me.

                              But the best thing that could happen
                              is to know me.



                              I’ve performed more than 3,000 neurosurgical procedures. More
                              than 800 of those are what’s called minimally invasive endoscopic
                              procedures.
                              And I’m a person first. I’ll be direct and treat you like a friend.
                              Occasionally, I may even make you laugh.




                                                                                                   40
How can you play a role in
service design?
Cultivate a service mindset




                              42
Learn service design tools




                             43
Create opportunities




                       44
Workshop Project
46
UX Week Service Design
Personas
Journey
Blueprint
Ideation
Storyboards
Share



                         47
Persona
Example Personas




                   49
Persona Exercise
2:30-2:45



Purpose
Gain empathy and provides a measure to check
design concepts against.
Activity
Give your persona life!




Tools
Persona worksheet

                                               50
Journey
Example Journey

        Emotions



   Support Needs



   Waiting Needs



Information Needs




                    52
Journey Map Exercise
2:45-3:30



Purpose
Visualize the experience over time with multiple
touchpoints and services.
Activity
Part 1: Individually catalog your UX week journey.
Part 2: Map a combined UX week journey with
emotions and pain points.

Tools
journey worksheet, butcher paper, stickies, markers

                                                      53
BREAK
Blueprint
Example Blueprint
  Service Blueprint of Presby Neuro Clinic
    PHYSICAL                   Front      Waiting     Front     Waiting        Front     Hallway      Exam        MRI &       Exam          MRI &     Door Tag    Waiting     Check-out
    EVIDENCE                   Desk       Room        Desk      Room           Desk                   Room        Chart       Room          Chart                 Room          Room

                                                                                                                                                                              Check-out,
    PATIENT                    Sign In     Wait      Check-in     Wait      Responds     Follow to    Wait in     Answer
                                                                                                                              Wait
                                                                                                                                          Ask          Return
                                                                                                                                                                    Wait        Pay, &
    ACTIONS                                                                              Exam Rm     Exam Rm     Questions              Questions     Door Tag                  Leave


Line of Interaction




                                            ?                     ?                                    ?                       ?                                    ?
    ONSTAGE                                                                     Call     Escort to
                                                                                                                   Check                   Meet Dr.                           Process &
    CONTACT                Welcome                   Process                   Patient   Exam Rm
                                                                                                                  Vitals &                 Kassam                             Check-out
                                                                                                                 Ask Quest
    PERSON

Line of Visibility


  BACKSTAGE                      Get                            See Other    Grab                                 Check      Place in                  Take       See Other
                                         See Other                                                   See Other
   CONTACT                     Patient
                                          Patients               Patients   Door Tag                  Patients
                                                                                                                  Patient    Kassam                    Away        Patients
   PERSON                       Chart                                                                            Location      Bin                     Chart


                                                                 Brings                  Chart in            Grab              Kassam
                                                                Door Tag                  To Be              Chart            Gets Quick
                                                                  Back                   Seen Bin          from Bin            Review


                                                                      Chart              Write Rm                                           Check
                                                                    Taken by               # on                                             Patient   Dictation
                                                                      Staff              Schedule                                          Location


Line of Internal Interaction


   SUPPORT                                           Records/                                           Bin                                            Chart                  Records/
                          Debbie’s                                          Door Tag                             Schedule                             Storage                 Database
                                                     Database                                         System
  PROCESSES               Chart Cart
                                                      System
                                                                            System                                System                              System                   System




                                                                                                                                                                                           56
Example Blueprint
  Service Blueprint of Presby Neuro Clinic
    PHYSICAL
    EVIDENCE
                               Front
                               Desk
                                          Waiting
                                          Room
                                                      Front
                                                      Desk      Room
                                                                      Front Stage
                                                                Waiting        Front
                                                                               Desk
                                                                                         Hallway      Exam
                                                                                                      Room
                                                                                                                  MRI &
                                                                                                                  Chart
                                                                                                                              Exam
                                                                                                                              Room
                                                                                                                                            MRI &
                                                                                                                                            Chart
                                                                                                                                                      Door Tag    Waiting
                                                                                                                                                                  Room
                                                                                                                                                                              Check-out
                                                                                                                                                                                Room

                                                                                                                                                                              Check-out,
    PATIENT                                                                                           Wait in     Answer                  Ask          Return
    ACTIONS
                               Sign In     Wait      Check-in     Wait
                                                                      visible actions
                                                                            Responds     Follow to
                                                                                         Exam Rm     Exam Rm     Questions    Wait      Questions     Door Tag      Wait        Pay, &
                                                                                                                                                                                Leave


Line of Interaction




                                            ?                     ?                                    ?                       ?                                    ?
    ONSTAGE                                                                     Call     Escort to
                                                                                                                   Check                   Meet Dr.                           Process &
    CONTACT                Welcome                   Process                   Patient   Exam Rm
                                                                                                                  Vitals &                 Kassam                             Check-out
                                                                                                                 Ask Quest
    PERSON

Line of Visibility


  BACKSTAGE                      Get                            See Other    Grab                                 Check      Place in                  Take       See Other
                                         See Other                                                   See Other
   CONTACT                     Patient
                                          Patients               Patients   Door Tag                  Patients
                                                                                                                  Patient    Kassam                    Away        Patients
   PERSON                       Chart                                                                            Location      Bin                     Chart


                                                                 Brings                  Chart in            Grab              Kassam
                                                                Door Tag                  To Be              Chart            Gets Quick
                                                                  Back                   Seen Bin          from Bin            Review


                                                                      Chart              Write Rm                                           Check
                                                                    Taken by               # on                                             Patient   Dictation
                                                                      Staff              Schedule                                          Location


Line of Internal Interaction


   SUPPORT                                           Records/                                           Bin                                            Chart                  Records/
                          Debbie’s                                          Door Tag                             Schedule                             Storage                 Database
                                                     Database                                         System
  PROCESSES               Chart Cart
                                                      System
                                                                            System                                System                              System                   System




                                                                                                                                                                                           56
Example Blueprint
  Service Blueprint of Presby Neuro Clinic
    PHYSICAL                   Front      Waiting     Front     Waiting        Front     Hallway      Exam        MRI &       Exam          MRI &     Door Tag    Waiting     Check-out
    EVIDENCE                   Desk       Room        Desk      Room           Desk                   Room        Chart       Room          Chart                 Room          Room

                                                                                                                                                                              Check-out,
    PATIENT                    Sign In     Wait      Check-in     Wait      Responds     Follow to    Wait in     Answer
                                                                                                                              Wait
                                                                                                                                          Ask          Return
                                                                                                                                                                    Wait        Pay, &
    ACTIONS                                                                              Exam Rm     Exam Rm     Questions              Questions     Door Tag                  Leave


Line of Interaction




                                            ?                     ?                                    ?                       ?                                    ?
    ONSTAGE                                                                     Call     Escort to
                                                                                                                   Check                   Meet Dr.                           Process &
    CONTACT                Welcome                   Process                   Patient   Exam Rm
                                                                                                                  Vitals &                 Kassam                             Check-out
                                                                                                                 Ask Quest
    PERSON

Line of Visibility


  BACKSTAGE                      Get                            See Other    Grab                                 Check      Place in                  Take       See Other
                                         See Other                                                   See Other
   CONTACT                     Patient
                                          Patients               Patients   Door Tag                  Patients
                                                                                                                  Patient    Kassam                    Away        Patients
   PERSON                       Chart                                                                            Location      Bin                     Chart


                                                                 Brings                  Chart in            Grab              Kassam
                                                                Door Tag                  To Be              Chart            Gets Quick
                                                                  Back                   Seen Bin          from Bin            Review


                                                                      Chart              Write Rm                                           Check
                                                                    Taken by               # on                                             Patient   Dictation
                                                                      Staff              Schedule                                          Location


Line of Internal Interaction


   SUPPORT                                           Records/                                           Bin                                            Chart                  Records/
                          Debbie’s                                          Door Tag                             Schedule                             Storage                 Database
                                                     Database                                         System
  PROCESSES               Chart Cart
                                                      System
                                                                            System                                System                              System                   System




                                                                                                                                                                                           56
Example Blueprint
  Service Blueprint of Presby Neuro Clinic
    PHYSICAL                   Front      Waiting     Front     Waiting        Front     Hallway      Exam        MRI &       Exam          MRI &     Door Tag    Waiting     Check-out
    EVIDENCE                   Desk       Room        Desk      Room           Desk                   Room        Chart       Room          Chart                 Room          Room

                                                                                                                                                                              Check-out,
    PATIENT                    Sign In     Wait      Check-in     Wait      Responds     Follow to    Wait in     Answer
                                                                                                                              Wait
                                                                                                                                          Ask          Return
                                                                                                                                                                    Wait        Pay, &
    ACTIONS                                                                              Exam Rm     Exam Rm     Questions              Questions     Door Tag                  Leave


Line of Interaction




                                            ?                     ?                                    ?                       ?                                    ?
    ONSTAGE                                                                     Call     Escort to
                                                                                                                   Check                   Meet Dr.                           Process &
    CONTACT                Welcome                   Process                   Patient   Exam Rm
                                                                                                                  Vitals &                 Kassam                             Check-out
                                                                                                                 Ask Quest
    PERSON

Line of Visibility


  BACKSTAGE                      Get                            See Other    Grab                                 Check      Place in                  Take       See Other
                                         See Other                                                   See Other
   CONTACT                     Patient
                                          Patients               Patients   Door Tag                  Patients
                                                                                                                  Patient    Kassam                    Away        Patients
   PERSON                       Chart                                                                            Location      Bin                     Chart


                                                                 Brings                  Chart in            Grab              Kassam

                                        Back Stage              Door Tag
                                                                  Back
                                                                                          To Be
                                                                                         Seen Bin
                                                                                                             Chart
                                                                                                           from Bin
                                                                                                                              Gets Quick
                                                                                                                               Review


                                                                      Chart              Write Rm                                           Check

                         invisible actions and support processes    Taken by
                                                                      Staff
                                                                                           # on
                                                                                         Schedule
                                                                                                                                            Patient
                                                                                                                                           Location
                                                                                                                                                      Dictation



Line of Internal Interaction


   SUPPORT                                           Records/                                           Bin                                            Chart                  Records/
                          Debbie’s                                          Door Tag                             Schedule                             Storage                 Database
                                                     Database                                         System
  PROCESSES               Chart Cart
                                                      System
                                                                            System                                System                              System                   System




                                                                                                                                                                                           56
Example Blueprint
  Service Blueprint of Presby Neuro Clinic
    PHYSICAL                   Front      Waiting     Front     Waiting        Front     Hallway      Exam        MRI &       Exam          MRI &     Door Tag    Waiting     Check-out
    EVIDENCE                   Desk       Room        Desk      Room           Desk                   Room        Chart       Room          Chart                 Room          Room

                                                                                                                                                                              Check-out,
    PATIENT                    Sign In     Wait      Check-in     Wait      Responds     Follow to    Wait in     Answer
                                                                                                                              Wait
                                                                                                                                          Ask          Return
                                                                                                                                                                    Wait        Pay, &
    ACTIONS                                                                              Exam Rm     Exam Rm     Questions              Questions     Door Tag                  Leave


Line of Interaction




                                            ?                     ?                                    ?                       ?                                    ?
    ONSTAGE                                                                     Call     Escort to
                                                                                                                   Check                   Meet Dr.                           Process &
    CONTACT                Welcome                   Process                   Patient   Exam Rm
                                                                                                                  Vitals &                 Kassam                             Check-out
                                                                                                                 Ask Quest
    PERSON

Line of Visibility


  BACKSTAGE                      Get                            See Other    Grab                                 Check      Place in                  Take       See Other
                                         See Other                                                   See Other
   CONTACT                     Patient
                                          Patients               Patients   Door Tag                  Patients
                                                                                                                  Patient    Kassam                    Away        Patients
   PERSON                       Chart                                                                            Location      Bin                     Chart


                                                                 Brings                  Chart in            Grab              Kassam
                                                                Door Tag                  To Be              Chart            Gets Quick
                                                                  Back                   Seen Bin          from Bin            Review


                                                                      Chart              Write Rm                                           Check
                                                                    Taken by               # on                                             Patient   Dictation
                                                                      Staff              Schedule                                          Location


Line of Internal Interaction


   SUPPORT                                           Records/                                           Bin                                            Chart                  Records/
                          Debbie’s                                          Door Tag                             Schedule                             Storage                 Database
                                                     Database                                         System
  PROCESSES               Chart Cart
                                                      System
                                                                            System                                System                              System                   System




                                                                                                                                                                                           56
Blueprint Exercise
4:00-4:25



Purpose
Visualize the service procedures and processes.

Activity
Identify front stage and back stage actions on day
one of UX Week for your persona.



Tools
butcher paper, stickies, markers

                                                     57
Ideation
Example Ideation




                   59
Ideation Exercise
4:25-4:40



Purpose
Rapidly generate many concepts that address service
opportunities. Build off each other’s ideas.
Activity
Generate concepts!




Tools
concept worksheets

                                                      60
Storyboards
Example Storyboards




                      62
Concept Exercise
4:40-5:00



Purpose
Communicate the experience of both tangible and
intangible aspects of the service.
Activity
Using one or several combined concepts, create at
least on storyboard of how your persona will
experience your new solution.

Tools
storyboard worksheet

                                                    63
Share!
Sharing Exercise
5:00-5:30



Purpose
Get feedback, collaborate, spread knowledge, and
make your design work awesome.
Activity
Hang persona, journey map, blueprint, and
storyboard to present to your peers.

Introduce persona, problem, story.
Tools
drafting dots

                                                   65
Thanks!
CONTACT                                            RESOURCES
ADAPTIVE PATH                                      SERVICE DESIGN NETWORK
San Francisco | Austin | Amsterdam                 service-design-network.org
JARED COLE                                         SERVICE DESIGN TOOLS
jared@adaptivepath.com | @coffeekid                servicedesigntools.org
JAMIN HEGEMAN                                      DESIGN FOR SERVICE
jamin@adaptivepath.com | @jamin                    designforservice.wordpress.com
PROJECTS                                           SERVICE DESIGN DRINKS AND EVENTS
                                                   servicedesigning.org
UPMC NEUROSURGERY CLINIC
jamin.org/archives/2008/upmc-neurosurgery-clinic   SF SERVICE DESIGN DRINKS
                                                   @servicedesignsf
TRANSPORTATION SECURITY ADMINISTRATION
jamin.org/archives/2007/service-design-for-tsa



                                                                                      66
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From Products to Services: A Service Design Crash Course

  • 1. FROM PRODUCTS TO SERVICES a service design crash course Jared Cole | Jamin Hegeman August 26, 2010 UX Week San Francisco
  • 2. Hi. My name is Jared.
  • 3. Hi. My name is Jamin.
  • 4. We practice service design at Adaptive Path.
  • 5. Goals Learn service design basics Develop knowledge about tools Consider ways to bring it into your practice Learn where to go to find out more 5
  • 6. Schedule 2:00-2:10 Intros 2:10-2:30 Service Design 2:30-2:40 Workshop Project 2:40-3:00 Persona 3:00-3:30 Break 3:30-4:00 Journey Map 4:00-4:25 Blueprint 4:25-4:40 Ideation 4:40-5:00 Storytelling 5:00-5:30 Share 6
  • 8. Service Design Consciously designing services using a holistic, human-centered design process. 8
  • 9. 9
  • 10. Interaction Design Process Discovery Definition Design Delivery 9
  • 11. Interaction Design Process Discovery Definition Design Delivery 9
  • 12. Interaction Design Process Service Design Process Discovery Discovery Definition Definition Design Design Delivery Delivery 9
  • 13. You have to think holistically. 10
  • 14. Service Mindset Explicitly approaching the design problem from a system thinking perspective and taking a more holistic view of people. 11
  • 15. 12
  • 16. Interaction Design Great experience between person and product 12
  • 17. Interaction Design Great experience between person and product 12
  • 18. Interaction Design Service Design Great experience between Great experience across all person and product touch points 12
  • 19. Service designers use different tools. 13
  • 20. And different terms. touch point front stage co-creation back stage participants blueprint 14
  • 24. How are the needs of these two met? 18
  • 25. 19
  • 26. Designers are experts in designing for humans. 20
  • 27. Benefits of Service Design Better experiences Increased customer satisfaction Reduced inefficiencies Increased value to business (loyalty) Increased value to society 21
  • 28. What does service design look like?
  • 33. Discovery Tools and Systems 27
  • 34. Discovery Information and Environment 28
  • 36. Definition Themes and Opportunities 30
  • 37. Definition Patient Journey t visit visi st t t re fir t isi isi ca / sit isi pv pv tio n y sis vi y pv u u c ar no -o p er t-o w- w- et e rim iag e rg s llo llo D P D Pr Su Po Fo Fo 31
  • 38. Definition Needs and Emotions Emotions Support Needs Waiting Needs Information Needs 32
  • 39. Definition Holistic Delivery System Service Blueprint of Presby Neuro Clinic PHYSICAL Front Waiting Front Waiting Front Hallway Exam MRI & Exam MRI & Door Tag Waiting Check-out EVIDENCE Desk Room Desk Room Desk Room Chart Room Chart Room Room Check-out, PATIENT Sign In Wait Check-in Wait Responds Follow to Wait in Answer Wait Ask Return Wait Pay, & ACTIONS Exam Rm Exam Rm Questions Questions Door Tag Leave Line of Interaction ? ? ? ? ? ONSTAGE Call Escort to Check Meet Dr. Process & CONTACT Welcome Process Patient Exam Rm Vitals & Kassam Check-out Ask Quest PERSON Line of Visibility BACKSTAGE Get See Other Grab Check Place in Take See Other See Other See Other CONTACT Patient Patients Patients Door Tag Patients Patient Kassam Away Patients PERSON Chart Location Bin Chart Brings Chart in Grab Kassam Door Tag To Be Chart Gets Quick Back Seen Bin from Bin Review Chart Write Rm Check Taken by # on Patient Dictation Staff Schedule Location Line of Internal Interaction SUPPORT Records/ Bin Chart Records/ Debbie’s Door Tag Schedule Storage Database Database System PROCESSES Chart Cart System System System System System 33
  • 46. Delivery Tangible and Intangible I know you don’t want to be here. I know you don’t want to know me. But the best thing that could happen is to know me. I’ve performed more than 3,000 neurosurgical procedures. More than 800 of those are what’s called minimally invasive endoscopic procedures. And I’m a person first. I’ll be direct and treat you like a friend. Occasionally, I may even make you laugh. 40
  • 47. How can you play a role in service design?
  • 48. Cultivate a service mindset 42
  • 52. 46
  • 53. UX Week Service Design Personas Journey Blueprint Ideation Storyboards Share 47
  • 56. Persona Exercise 2:30-2:45 Purpose Gain empathy and provides a measure to check design concepts against. Activity Give your persona life! Tools Persona worksheet 50
  • 58. Example Journey Emotions Support Needs Waiting Needs Information Needs 52
  • 59. Journey Map Exercise 2:45-3:30 Purpose Visualize the experience over time with multiple touchpoints and services. Activity Part 1: Individually catalog your UX week journey. Part 2: Map a combined UX week journey with emotions and pain points. Tools journey worksheet, butcher paper, stickies, markers 53
  • 60. BREAK
  • 62. Example Blueprint Service Blueprint of Presby Neuro Clinic PHYSICAL Front Waiting Front Waiting Front Hallway Exam MRI & Exam MRI & Door Tag Waiting Check-out EVIDENCE Desk Room Desk Room Desk Room Chart Room Chart Room Room Check-out, PATIENT Sign In Wait Check-in Wait Responds Follow to Wait in Answer Wait Ask Return Wait Pay, & ACTIONS Exam Rm Exam Rm Questions Questions Door Tag Leave Line of Interaction ? ? ? ? ? ONSTAGE Call Escort to Check Meet Dr. Process & CONTACT Welcome Process Patient Exam Rm Vitals & Kassam Check-out Ask Quest PERSON Line of Visibility BACKSTAGE Get See Other Grab Check Place in Take See Other See Other See Other CONTACT Patient Patients Patients Door Tag Patients Patient Kassam Away Patients PERSON Chart Location Bin Chart Brings Chart in Grab Kassam Door Tag To Be Chart Gets Quick Back Seen Bin from Bin Review Chart Write Rm Check Taken by # on Patient Dictation Staff Schedule Location Line of Internal Interaction SUPPORT Records/ Bin Chart Records/ Debbie’s Door Tag Schedule Storage Database Database System PROCESSES Chart Cart System System System System System 56
  • 63. Example Blueprint Service Blueprint of Presby Neuro Clinic PHYSICAL EVIDENCE Front Desk Waiting Room Front Desk Room Front Stage Waiting Front Desk Hallway Exam Room MRI & Chart Exam Room MRI & Chart Door Tag Waiting Room Check-out Room Check-out, PATIENT Wait in Answer Ask Return ACTIONS Sign In Wait Check-in Wait visible actions Responds Follow to Exam Rm Exam Rm Questions Wait Questions Door Tag Wait Pay, & Leave Line of Interaction ? ? ? ? ? ONSTAGE Call Escort to Check Meet Dr. Process & CONTACT Welcome Process Patient Exam Rm Vitals & Kassam Check-out Ask Quest PERSON Line of Visibility BACKSTAGE Get See Other Grab Check Place in Take See Other See Other See Other CONTACT Patient Patients Patients Door Tag Patients Patient Kassam Away Patients PERSON Chart Location Bin Chart Brings Chart in Grab Kassam Door Tag To Be Chart Gets Quick Back Seen Bin from Bin Review Chart Write Rm Check Taken by # on Patient Dictation Staff Schedule Location Line of Internal Interaction SUPPORT Records/ Bin Chart Records/ Debbie’s Door Tag Schedule Storage Database Database System PROCESSES Chart Cart System System System System System 56
  • 64. Example Blueprint Service Blueprint of Presby Neuro Clinic PHYSICAL Front Waiting Front Waiting Front Hallway Exam MRI & Exam MRI & Door Tag Waiting Check-out EVIDENCE Desk Room Desk Room Desk Room Chart Room Chart Room Room Check-out, PATIENT Sign In Wait Check-in Wait Responds Follow to Wait in Answer Wait Ask Return Wait Pay, & ACTIONS Exam Rm Exam Rm Questions Questions Door Tag Leave Line of Interaction ? ? ? ? ? ONSTAGE Call Escort to Check Meet Dr. Process & CONTACT Welcome Process Patient Exam Rm Vitals & Kassam Check-out Ask Quest PERSON Line of Visibility BACKSTAGE Get See Other Grab Check Place in Take See Other See Other See Other CONTACT Patient Patients Patients Door Tag Patients Patient Kassam Away Patients PERSON Chart Location Bin Chart Brings Chart in Grab Kassam Door Tag To Be Chart Gets Quick Back Seen Bin from Bin Review Chart Write Rm Check Taken by # on Patient Dictation Staff Schedule Location Line of Internal Interaction SUPPORT Records/ Bin Chart Records/ Debbie’s Door Tag Schedule Storage Database Database System PROCESSES Chart Cart System System System System System 56
  • 65. Example Blueprint Service Blueprint of Presby Neuro Clinic PHYSICAL Front Waiting Front Waiting Front Hallway Exam MRI & Exam MRI & Door Tag Waiting Check-out EVIDENCE Desk Room Desk Room Desk Room Chart Room Chart Room Room Check-out, PATIENT Sign In Wait Check-in Wait Responds Follow to Wait in Answer Wait Ask Return Wait Pay, & ACTIONS Exam Rm Exam Rm Questions Questions Door Tag Leave Line of Interaction ? ? ? ? ? ONSTAGE Call Escort to Check Meet Dr. Process & CONTACT Welcome Process Patient Exam Rm Vitals & Kassam Check-out Ask Quest PERSON Line of Visibility BACKSTAGE Get See Other Grab Check Place in Take See Other See Other See Other CONTACT Patient Patients Patients Door Tag Patients Patient Kassam Away Patients PERSON Chart Location Bin Chart Brings Chart in Grab Kassam Back Stage Door Tag Back To Be Seen Bin Chart from Bin Gets Quick Review Chart Write Rm Check invisible actions and support processes Taken by Staff # on Schedule Patient Location Dictation Line of Internal Interaction SUPPORT Records/ Bin Chart Records/ Debbie’s Door Tag Schedule Storage Database Database System PROCESSES Chart Cart System System System System System 56
  • 66. Example Blueprint Service Blueprint of Presby Neuro Clinic PHYSICAL Front Waiting Front Waiting Front Hallway Exam MRI & Exam MRI & Door Tag Waiting Check-out EVIDENCE Desk Room Desk Room Desk Room Chart Room Chart Room Room Check-out, PATIENT Sign In Wait Check-in Wait Responds Follow to Wait in Answer Wait Ask Return Wait Pay, & ACTIONS Exam Rm Exam Rm Questions Questions Door Tag Leave Line of Interaction ? ? ? ? ? ONSTAGE Call Escort to Check Meet Dr. Process & CONTACT Welcome Process Patient Exam Rm Vitals & Kassam Check-out Ask Quest PERSON Line of Visibility BACKSTAGE Get See Other Grab Check Place in Take See Other See Other See Other CONTACT Patient Patients Patients Door Tag Patients Patient Kassam Away Patients PERSON Chart Location Bin Chart Brings Chart in Grab Kassam Door Tag To Be Chart Gets Quick Back Seen Bin from Bin Review Chart Write Rm Check Taken by # on Patient Dictation Staff Schedule Location Line of Internal Interaction SUPPORT Records/ Bin Chart Records/ Debbie’s Door Tag Schedule Storage Database Database System PROCESSES Chart Cart System System System System System 56
  • 67. Blueprint Exercise 4:00-4:25 Purpose Visualize the service procedures and processes. Activity Identify front stage and back stage actions on day one of UX Week for your persona. Tools butcher paper, stickies, markers 57
  • 70. Ideation Exercise 4:25-4:40 Purpose Rapidly generate many concepts that address service opportunities. Build off each other’s ideas. Activity Generate concepts! Tools concept worksheets 60
  • 73. Concept Exercise 4:40-5:00 Purpose Communicate the experience of both tangible and intangible aspects of the service. Activity Using one or several combined concepts, create at least on storyboard of how your persona will experience your new solution. Tools storyboard worksheet 63
  • 75. Sharing Exercise 5:00-5:30 Purpose Get feedback, collaborate, spread knowledge, and make your design work awesome. Activity Hang persona, journey map, blueprint, and storyboard to present to your peers. Introduce persona, problem, story. Tools drafting dots 65
  • 76. Thanks! CONTACT RESOURCES ADAPTIVE PATH SERVICE DESIGN NETWORK San Francisco | Austin | Amsterdam service-design-network.org JARED COLE SERVICE DESIGN TOOLS jared@adaptivepath.com | @coffeekid servicedesigntools.org JAMIN HEGEMAN DESIGN FOR SERVICE jamin@adaptivepath.com | @jamin designforservice.wordpress.com PROJECTS SERVICE DESIGN DRINKS AND EVENTS servicedesigning.org UPMC NEUROSURGERY CLINIC jamin.org/archives/2008/upmc-neurosurgery-clinic SF SERVICE DESIGN DRINKS @servicedesignsf TRANSPORTATION SECURITY ADMINISTRATION jamin.org/archives/2007/service-design-for-tsa 66