In this presentation for the Michigan Library Association Annual Conference, Lauren Trimble and Chris Bulin presented a framework built using design thinking and the book The Lean Start-Up to give great customer service. Learn how we thought small and used experiments to learn more about our users and meet their needs.
9. Lean Start Up’s Version
How can you translate a strategy meant for an entire organization to the needs of
your smaller, much more specific grouping?
● We broke down the broader ideas and vocabulary into specific,
experimental stages designed to answer “Should this idea/project live?”
■ Vision
● Strategy
● Minimum Viable Product (MVP)
■ Steer
● Hypothesis: Value and Growth
● Metrics
● Prediction
● Test
11. User Services’ Version
● We made a handy guide that distilled Lean principles and their progress into a
more manageable format
● Determine your vision
● Develop a strategy
● Design a thing
● Determine the value of the thing
● Determine how the thing will grow over time
● Predict how the thing will do
● Decide how to best measure and test the thing
● After running the thing, and waiting a little bit, decide its fate
12. Implementation: Hot Pot
Hypothesis Details
Creating an easier to
navigate tool will increase
use of the About and
Support pages and help
generate leads for
Outreach.
MVP - This project will create a PDF flow chart or decision tree that
will be added to support.jstor.org with links to the related Support and
About pages.
Experiment - The experiment will be to post the PDF to the support
site and add a link to it in our canned responses.
Measurement - We will be measuring the number of hits on this page
to the website and the number of clicks on that page to other pages
of the Support site or onto the About site.
Prediction - Hits to the support site will increase by 5% per month.
14. Implementation: Soup Talk
Hypothesis Details
Users outside of JSTOR will
find value in an informative
and entertaining short video
tutorial, and find that it
humanizes JSTOR.
MVP- Create a Powerpoint that outlines our first Soup Talk video
idea and present it to a teacher, a librarian, and a student. Have
these users fill out a questionnaire for feedback to see if they find
this product valuable.
Experiment- Develop one video, add it to the Support site.
Measurement-The questionnaire will have questions ranging from
1-5 from strongly disagree to strongly agree to gauge how users
feel about the video. The questionnaire will cover usefulness,
clarity, entertainment, and image of JSTOR.
Prediction- Users will find the video informative,entertaining, and
see a positive and inviting image of JSTOR.
15. Implementation: Peanut Gallery
Hypothesis Details
Building a forum on
support.jstor.or will allow
will raise the volume,
frequency and quality of
our interactions with the
communities we support.
The content they create
will be funneled through
a loop of useful
feedback, adding to the
quantity, diversity, and
quality of our feedback.
MVP- We will build a forum on support.jstor.org.
Experiment - The experiment will be to post the forum to the
support site and see if anyone comments.
Measurement - We will track the number of posts and chains
of conversation as well as gauge the quality of the interaction
(i.e. monosyllabic or a paragraph). We will also track the
number of created user accounts.
Prediction - A minimum of 10 new comments a week. Ideally,
we would also see an increase in chains of discussion (i.e.
one topic will garner many comments in lieu of many
individual posts without comments) and an increase in user
accounts, instead of anonymous accounts.
18. Chat Widget Placement
Hypothesis Details
The goal is to provide more
opportunities for users to get
real-time support on the
JSTOR platform.
MVP- Create new chat widgets to be used on various pages of the
platform.
Experiment- Add chat widget to one or more pages where it is not
already located
Measurement- After a minimum of 50 chats are answered from the
User Response Page and Login page widgets, we'll review the
reports and transcripts to looks for themes that support or disprove
the hypothesis.
Prediction- The URP and Login page will elicit more chats with
users than others widgets (Contact Us, Support Site, and Purchase
Workflows). The majority of user questions from these pages will
be about access. User satisfaction will increase as a result of
expanding opportunities for real-time support
19. Implementation: Librarian 101
Hypothesis Details
Create a systematic way to
introduce basic library
concepts to new User
Services Employees.
MVP - This project will create a presentation to contain the concepts
and jargon related to libraries and librarianship that can help
contextualize work in User Services
Experiment - The experiment will be to create materials and a
presentation that incorporate a field trip to see if it helps U.S. folks
understand the librarian perspective on e-resources more fully.
Measurement - We will be asking for feedback from members of
the team after they have been presented with the materials.
Prediction - User Services members will find the course helpful (a
rating of 3 stars or more) to their understanding of how JSTOR
works in an academic library environment.
25. References
All gifs courtesy of Giphy.com
JSTOR Support Self-Help Website http://www.support.jstor.org
Ries, Eric. The Lean Startup: How Today's Entrepreneurs Use Continuous Innovation to
Create Radically Successful Businesses. 2011. Print.
XKCD - Honest https://xkcd.com/1146/
26. Thanks!
Lauren Trimble, User Advocacy and Accessibility Specialist
lauren.trimble@ithaka.org
Chris Bulin, Senior Website Support Specialist
chris.bulin@ithaka.org
JSTOR Support
support@jstor.org
Twitter: @JSTORSupport
27. Creative Commons Attribution
CC BY https://creativecommons.org/licenses/by/4.0/
You are free to:
Share — copy and redistribute the material in any medium or format
Adapt — remix, transform, and build upon the material
for any purpose, even commercially.
The licensor cannot revoke these freedoms as long as you follow the license
terms.
Under the following terms:
Attribution — You must give appropriate credit, provide a link to the
license, and indicate if changes were made. You may do so in any
reasonable manner, but not in any way that suggests the licensor endorses
you or your use.
No additional restrictions — You may not apply legal terms
or technological measures that legally restrict others from doing anything
the license permits.
Editor's Notes
JSTOR – What it be
Academic database
Serving libraries and independent researchers
Multiple channels – phone, email, chat
Me – User Services/Website Support
LT – intro herself
Say what?
A new way to approach Customer Service:
· User centric while still meeting organizational goals
· Move toward “tech enabled product company” – think like a start up
Get out of the project management rut – ideas are presented, but never completed, deadlines are missed, committees squabble, etc.
Brainstorming
· Eligible: improvements, new projects, ideas, initiatives – No holds barred
· Notify the whole team ahead of time
· Ask them to send 2 ideas each to you ahead of time and bring 1 more to the meeting
· Ideas from parking lot or 1:1 meetings
At the meeting: put the ideas up on a wall or monitor and add the idea that each person brought and start riffing about more. Often seeing others ideas will spark new items
Key Performance Indicators a.k.a. KPIs
· Flow from goals and/or strategic plan – they are how you measure your effectiveness
· Example: Kent District Library goal in 2017 Strategic plan – Assess Summer Reading Prizes and Space Allocation -> KPIs might include satisfaction survey, head counts for attendance compared to space allotted
SMART – Specific, Measurable, Achievable, Realistic, Time-Based
Once your team has completed brainstorming, the Manager, Team Lead or Leadership Group should evaluate the suggestions based on the KPIs
· What has a direct impact?
· What has an indirect impact?
· What has a negative impact?
Create a new parking lot for anything that does not have a direct impact
Vision Quest
· I know everyone has bad associations with this task, but it is essential to making sure your experiments align with your KPIs
· Once you have all of your brainstorming ideas in buckets, bring the team back together
· Review the surviving projects and talk about which KPI they align with
· Break up in to small groups if you have more than 6 people
Each group will select 2-3 projects of interest, evaluate them based on the Lean Startup Framework and report back to the larger group.
· Hot Leads, Cross Sell, Up Sell
o Confusing information flows make it difficult to decide next steps when trying to acquire content at any level
o Find a better way to display that information
o Big Idea – Buzzfeed style personalized recommendation quiz
o MVP – what can we move out the door fastest? Decision Tree PDF
o Small group drew out a version of the decision tree, collaborated with Outreach to talk about where things lived and when they would want a user directed to a person rather than self-help, worked with SUSS to move the hand drawn version to Vizio version
· Results were a PDF with the decision tree and hyperlinks to more information
o Lesson Learned – have lots of people look at MVP – contrast/blurriness
o Lesson Learned – make sure the format is appropriate for the space it will live in – plug in to create more interactive version
Lesson Learned – be patient, hurdles may slow down the release of the project even if you have it done in record time
Results
Lessons Learned
Results
Lessons Learned
Blocks (LT) – Gracefully handling blocks
How to deal with organizational dynamics (LT)
Librarian 101
· After frustration with road blocks from other departments, we turned to a project that could be done at a level completely internal to our department to get a win on the books
· About 1/3 of our group are degreed librarians, how can we share their knowledge and skills with the whole group?
· We noticed that some processes/workflows were misunderstood a lot b/c there was no understanding of the underlying principles
· Big Idea – create a video course for new employees to help them understand and contextualize library concepts for User Services processes
· Librarians brainstormed the concepts and jargon that we felt most impacted US
· MVP – presentation and field trip for whole group during our annual retreat
· Created timeline and lesson plan
· Evaluation – Q&A, follow-up survey 1 month after presentation to determine stickiness of the learning that we hoped had happened
· Results – Little short on presentation time, study guide was geared more toward academic library, possible change in venue next time, eval results???
· Lesson Learned – for quick wins, internal projects are great, removes barriers from other departments and is a safe space if something isn’t perfect out of the gate
Lesson Learned – you have buckets of expertise in your department that is probably under-utilized, good way to highlight that expertise while also getting everyone up to speed
Need to increase applicability - add cases and screenshots to further illustrate relationships
Based on comments adding more advanced topics (link resolvers and discovery layers) and including guided/group activities for field trip
Helped us grow together
· Shared Disappointment
· Shared Wins
· Things are actually getting done, in a timely manner
· Let go of the perfect
· Make a safe space
Give them the tools and power, prompt when needed, clear roadblocks when possible, keep morale up if outside interference slows or stops, help pivot
How can you use it in your library?
· Programming and Collection Development
o Gina from Orion Public Library – Gaming Collection/Programming
· Circ
o No fees at Kent
· Administration
o Professional Development
o 23 Things style
Sky is the limit