Chelation Chronicles – 2H 2018

This blog post is focused on my chronic health issues, specifically, learning to detox heavy metals using the Andy Cutler Chelation (ACC) protocol.  In early July I posted about my first six months of learning about and starting ACC.  I was unsure whether I would continue to track my chelation progress, but given that my brain fog comes and goes, it has been helpful for me to write things down.  It has been enough of a rollercoaster that I think others would benefit from following my experience, so I am going to continue where I left off with my first Chelation Chronicles blog post.


18 July.  I am feeling like crap – the worst I can remember since starting chelation.  I posted to the ACC group on Facebook looking for advice, and it’s pretty clear that I’m dealing with redistribution from my dose of ALA being too high.  I just have to do everything I can to mitigate the discomfort (manage the headaches, rest as much as possible).  One good suggestion was to do just DMSA on my next round, to clean up my system and get back to a good place.

20 July.  This has been the worse week health-wise that I can remember in a long time.  I have been so tired, so foggy, and super down in the dumps.  During the first round of ALA I felt amazing – I had tons of energy, I felt so incredibly positive.  I was really hopeful.  But the second round (combined with the cumulative fatigue of six weeks of work travel) finally caught up with me.  Acupuncture helped a little, but less than usual.  I am looking at my work calendar and I can’t figure out how to take a day or two off without falling irreparably behind.  How to balance that with needing more rest than I can get on evenings and weekends?  I know what the answer should be, but I struggle to take the time off …

24 July.  I finished Round 17 yesterday, with DMSA only.  It was a shorter round than usual; I started on Friday at 5 pm and ended with the 2 pm dose on Monday.  I also started the Chinese herbs (for energy and water retention) that my acupuncturist provided.  I have been taking 6-6-6 on the ACE, but I barely notice it now.  In the past I used to get heart palpitations from 3 pills!  I think the herbs helps, because I felt well enough to walk both days of the weekend, and I also did some clean-up in the house that I wouldn’t have had the energy for last week.

25 July.  It seems funny to be thinking about the next round already, because it’s only Wednesday.  But, I need to decide what chelators I’m going to take.  Should I do DMSA only again, or try to add in ALA?  I have more work travel coming up, so I can’t afford to have another bad week.  The ACC admins suggested halving the dose of ALA (to 6.25 mg).  Now I’m wondering if I should start with 3 mg just to be on the safe side … especially after (re)reading that longer rounds at a lower dose are more effective than raising the dose.

27 July.  Yesterday I finally felt like myself again.  As discouraged as I was at first, I’m glad I took a week off of ALA to get back to ‘normal’ – my current baseline, at least.  I have been keeping my work days short (e.g. no more than nine hours), going to bed early, taking Chinese herbs for energy and Kolorex to keep some yeast / candida symptoms at bay.  I have had energy to clean and organize around the house, do some writing at work, and play with my kids.  It feels good!  I started a new round at 5 am today, and I’m doing DMSA (12.5 mg) and ALA (3 mg).  I decided I’d rather go low and slow and never feel that crappy again.  Happy (as always) to be starting another round – this one is #18!  If all goes according to plan (though of course with this health stuff, that’s a dangerous assumption), I am about 20% of the way done …

31 July. I have had so much energy that I haven’t wanted to take the time to sit down and write a blog post. Boy, do I have a lot of news to report! I am starting to see a build up of positive changes or ‘gains’ that are more substantial than I realized at first. Here is a little retrospective. Please keep in mind that a few years ago, I was spending all my weekends on the sofa, sleeping 10-12 hours a day, and taking 3-4 hour naps on the weekends. I’ve made a lot of changes to get to where I am now, but I have not had weekends like this since I was pregnant with my oldest son, who turns eleven tomorrow.

My dad turned eighty in July, and for his birthday I decided to create a keepsake book with stories from him, as well as photos.  In early July (during my six weeks of back-to back travel), I found the time, the focus, the energy, and the patience to go through fifteen years’ worth of Apple Photos libraries, and pull together my favorite photos of him.  I pulled together almost 1800 pictures from my digital collection – way more than we can ever use in the book!  But I also realized I needed to curate pictures from before the digital photo era, and to collect the stories from him.  During my first round of ALA 12.5 I was at my parents house with my family.  I found the quiet time to interview my father 3-4 times and collected some great stories for inclusion in the book.

A few weekends ago I was on my second dose of 12.5 mg ALA.  The weekend itself was really good (though the redistribution afterwards was so bad I lowered my dose to 3 mg).  I started going through all the family archives I have been storing at my house. Some of them are from the 1800s!  When I started looking through our storage room, I realized that there were ten full boxes of family photos, by far the biggest category of stuff in the basement. One of the side effects of being sick is that I went from being hyper organized to having our house packed with disorganized piles of stuff.  When I realized how much stuff I was dealing with, I found a place to do high end scanning, and started to organize everything. I bought some archive boxes, started to dismantle photo albums, and put aside the pictures I need for my dad’s book. With everything consolidated and/or our for storage, I was able to really look at what was left that needed to be organized.  I am now down to one plastic tub and two archive boxes worth of photos.  All the remaining stuff is organized, being scanned, and then ship back to my parents.

Two weekends ago I finished reorganizing our storage space. As part of cleaning things out, I donated two carloads worth of stuff to the Salvation Army, put aside things for electronic recycling and then found a place where I could drop it off.  I also cleaned up the kids’ toy closet and put aside some of the nicer things to give to friends with younger kids.  Those spaces look completely different. There is nothing on the floor, there is room on the shelves, and everything looks significantly less cluttered.  While I was hauling boxes up and down, I realized that we have three blankets that are losing trim, and I also found a place to get those repaired and got them in the car for drop-off.

Last weekend put those other few weekends to shame!  On Friday after working all day, I made a huge batch of chocolate ACE (adrenal cortex extract) for the kids in anticipation of chelating over the weekend.  On Saturday I went for a ninety minute walk, I made a warm breakfast for the kids, I hung art in the third floor bathroom (we’ve been in the house two years), I cleaned up the kids arts & crafts closet, our junk drawer, I configured a new network booster, I re-arranged the furniture in my office / studio space, and I set up a laptop area for my oldest son in preparation for his birthday.  I also spent some time learning how to play Fortnite in Playground with my kids.  On Sunday, I organized the beading area in my work space, and I vacuumed out the kitchen cabinet where trash and recycle get stored.  That may not sound like a huge deal, but I haven’t used the vacuum in so long that I didn’t know where we kept it, and I had to ask how turn it on!  (We bought it new two years ago and this was the first time I used it.)  Later, I hung more pictures in the basement, started to re-do one of our photo collages, and organized the kids’ class photos by year in preparation for making their keepsake books, too.  I found a place to donate the picnic table my kids have outgrown, as well as a few picture frames we don’t need any more.  I got those items photographed and posted, and organized meet-ups with buyers for Monday.

I used to have a nickname TorNATo.  No-one has called me that in ten years.  But last weekend my partner said “Oh.My.God Tornato is back!”  I hope that’s true, though I know I am only at the beginning of this journey, I feel so excited and so hopeful about the future.

15 August.  I finished Round 20 while traveling back from California.  I managed to switch time zones and not mess up the round, which was pretty amazing if I don’t say so myself.  Today is my second redistribution day and I feel pretty good – definitely better than this time last week – I took a lot of Advil and Alka Seltzer Gold to get through last week.

The DMSA / ALA combination is fine, but I’ve done more than the 8 weeks of DMSA, and now I can drop to once a month.  I’ve heard that it can be hard on people with autoimmune conditions, and (while I’ve been fine) I don’t want to push my luck, either.  So, we are waiting for DMPS to come in the mail.  Depending on when that arrives, I will do a round with that alone to see how it goes.  Since ALA is more effective with a D-chelator, I will do DMPS three weeks out of four (assuming all goes well when I try it), and drop the DMSA to one round a month.

17 August.  I started Round 21 this week.  When I have had a few minutes, I’ve been reading the Facebook ACC archives to better understand what the dump feels like, and if I’m in it.  I suspect I am.  I was super positive and energetic just a few weeks ago, but now I am feeling sort of apathetic and lethargic.  Combined with having to lower my ALA dose, it seems really likely that I’m in the dump.  The timing is just about right for it, too.  In addition, I’m beginning to notice that some of my symptoms are worse – my PMS, achey legs, fatigue, and heightened food sensitivities (especially histamine-related stuff).  I just don’t feel as fantastic as I did on round a few weeks ago, either.  So, I feel kinda crummy.  I am still functional and I don’t feel horrible.  If this is the worst of the dump, I’ll just hunker down and deal with it.  But it’s definitely taking an emotional and physical toll at the moment.

I did take the day off to reflect on what I need to do to take better care of myself.  The short version is time.  I don’t have time to think about what I need, because I am always racing from one thing to the next.  As I’ve gotten deeper into the chelation process, I haven’t stopped doing anything, so as I get more tired, everything takes longer.  That is a doom loop – it leaves me with even less time than before.  I have to reflect on whether I can scale back what I’m doing at work, or if I’ve just gotten to the point where I need to take my short term leave (not all at once, likely, but rather over a period of a few months) so I can take better care of myself and my family.

My big learning in all of this is that I don’t want to be sick.  That is why I don’t want to talk about it at work, I don’t want to be fussed over, and why I struggle to take time off from work.  Denial (or just muscling my way through) is way easier.  Though, now that I’ve realized what I’m doing, hopefully I can start to actively make changes for the better.

24 August.  The DMPS arrived exactly three weeks after I ordered it, so three of us are going to try it this weekend.  My DS11 and I will both start on 5.0 mg, and Stephanie will start on 2.5 mg.  For me, I’m taking DMPS as an alternate D-chelator, as I don’t want the yeast issues caused by DMSA to get out of control, but I want the benefits of taking a d-chelator and ALA together.  For DS11 it’s because his arsenic is off the charts.  The ALA will also get the arsenic out, but we’re hoping the DMPS will accelerate his detox.  For my partner, the DMPS is because the DMSA has not gone well at all, and she needs an alternative.  We read on ACC that DMSA can cause an exacerbation of symptoms for people with auto-immune diseases.  At this point that’s our best guess about what she is dealing with.

We are going to do six-hour dosing so I don’t need to change all my alarms, and also because DS9 will continue with ALA on our normal schedule.  That means we still have to get up through the night.  But, we’re raising his dose so it still feels like progress for all of us.

On the other hand, I am still feeling crummy – so much so that I decided to start short-term leave after Labor Day.  I am going to take Fridays off for the next thirty weeks, so I have time to rest and recover.  People at work have been super supportive, which has made it easier.  Hopefully being better rested will make me a more present and loving mom for my kids, too; I am ashamed to say that work hasn’t suffered as my relationship with them has.

29 August. Thankfully, the DMPS round and the post-round distribution have been uneventful. I’m also on vacation, which has certainly contributed to my being relaxed and in good space. I have found a little time to walk and sit in the sauna, among other things.

In reflecting how chelation is going overall, I thought it might be fun to reflect on some recent gains. They are quite subtle, but they are starting to add up:

  • I have been wearing the same two necklaces and same pair of earrings to work for the past, oh, seven to ten years. That is not an exaggeration – when one of the two necklaces broke over the winter, I wore a single one until the other was repaired. Recently I’ve been picking different necklaces out of my jewelry box and wearing them. First one, and now multiple different ones. People at work have noticed and remarked to me on the change, so I know it’s not just my imagination!
  • I am starting to listen to music again. I had a chance to see Sam Smith in concert a few weeks ago, and it was so amazing to be in a live music venue, singing along with thousands of other people. I was in such a happy, positive mood after the show! Since then I have been listening to his music, but also to lots of other things, including curated playlists from Apple Music, and more. I even re-programmed the Sirius XM radio in my car so I have easier access to the channels I like the best. I was doing some work around the house – folding laundry, putting away dishes – and I had earphones on listening to music. My DS9 was sitting on the living room sofa reading a book, and out of the blue he said to me “you sing so nicely, Mama”. He has rarely (if ever!) said anything like that to me before, so it’s not clear whether it’s my gain or his (or both, of course).
  • img_3089Perhaps the most fun one is that I have started to bead again. You can read more about my beadwork in this blog post. While I have loved beads for years, I haven’t done much of anything crafty since the kids were born. Now I have a few projects in flight, and this weekend I both started and finished a pattern I downloaded ages ago. I love the feeling of beads in my hands!

I still think I’m in the dump – energy is just lower than usual – but at the same time I see these little improvements and I know that (even if it’s slow) it’s still progress. I can’t wait to see what the next few months will bring, especially as I make a little bit more time to take care of myself.


11 September.   I just finished Round 24, which was uneventful.  It was my third week of 5 mg DMPS and my eighth week of 3 mg ALA.  Although I am anxious to lengthen my rounds, I decided to raise ALA next week instead. It is pretty hard to make low-dose capsules, but I learned on Facebook ACC that Everything Spectrum makes 5 mg capsules, so I am going to try that for a few weeks starting next weekend.  Once I get a little farther along I will make my own capsules.  Bulk Supplements sells the RS-ALA we use for the protocol, which will make it easy and cost effective to make my own capsules when I am ready.

I was updating my chelation tracking spreadsheet and noticed that this week should be the peak of the dump.  No idea if that’s true or not, of course, but I definitely feel like my energy is in short supply.  I am getting through my work days but I am completely out of gas when I get home, in spite of all the ACE and other supplements I am taking.  That is part of the reason I opted not to do a longer round – sleep felt more important last night.

I am really, really lucky that I can work a reduced schedule while I push through this.  Having Fridays off has made a big difference already.  I am cooking more, I have more energy and patience and bandwidth for the kids, and in general I don’t feel quite so strained as I did when I was working five days / 55 hours a week.  No surprise, I guess.

Speaking of cooking, I started making water kefir again, and we are experimenting with coconut yogurt.  We’ve tried half a dozen batches, most ok, some epic fails, and one great.  I am hoping we can reproduce the great one consistently so we can stop buying store-bought yogurt with all the additives.  If I figure it out I will post the recipe.

21 September. I’ve had an intense few weeks at work, unfortunately, so it’s been hard to disengage as much as I want / need to take care of myself. I have quite a bit more travel coming in Q4, and I’m trying not to stress about that. Nonetheless, I am on my way with Round 26, and I’ve just raised my dose of ALA from 3 mg to 5mg (which I found at Everything Spectrum). I am still on 5 mg DMPS. We are raising both kids’ doses this weekend too, so that could either be a sign of good progress, or really bad for us all next week!

I added a new column to my chelation tracking spreadsheet. By adding one extra day to each round since the first month I started, I’ve done an extra 22+ days. That is equivalent to another seven rounds, so technically I’m at the equivalent of Round 33. I can only hope that accelerates me moving through the dump, because feeling tired / lethargic and apathetic like this is really no fun. I definitely don’t feel like myself.

Right now the thing I’m most discouraged about is food. I read on Facebook that many people’s histamine issues subsided at this point in chelation, but my issues are still significant; I haven’t done well with the yogurt or kefir. I’ve been sweetening my almond milk with beet sugar (because I’m sensitive to cane sugar), but that seems to be causing issues for me as well.

I just recently had an interview published with Boost Health. I feel like it is important to share my story with others – and I am doing what I can to spread the word about ACC when I get the chance!

On the positive side, there have been small gains for all of us. DS9 seems to be engaging more with his peers, and we haven’t had to raise his ADHD medication as we were expecting to do. DS11 has been curious and proactively asking to try new foods (which continues to take me by surprise). Today he earned his first merit in school for helping other classmates with software on their school iPads, and he seems to have a growing awareness about his abilities and limitations in relation to his peers. Though that could be normal developmental changes, too. My fingernails have been growing like crazy; I feel like I have to cut them all the time. The moons are coming back on both fingers and toes, too. I am not having the stress / anxiety issues I’ve had in the past, though I’ve been really consistent about taking GABA. I’m finding myself more generative both with work (maybe because of the time away). I’m also doing more professional networking and blogging. I’m still doing lots of beadwork, writing in my gratitude journal. We are all happier and more energetic on round, which makes for some happy family weekends, at least.


IMG_34168 October.  I’ll be wrapping up Round 28 today, my third at this dose (5 mg ALA, 5 mg DMPS).   It’s been pretty uneventful overall, though I am seriously struggling with the lethargy and apathy that seems to characterize the dump for a lot of people.  It’s just not my personality to be so disengaged and passive – ugh, I really don’t like it!

I started taking Lithium Orotate during my last round to see if it would help.  I am not sure I noticed much difference one way or the other at first, but in the past few days I’ve had heart palpitations.  My Apple Watch shows some strangeness, too (see picture at right).  My heart rate is usually 120/80, so a 44 is pretty low!  Not sure what else it could be, so I am going to back off the lithium for now and see if it resolves.  The Facebook ACC group also recommended replenishing my electrolytes in case they were depleted by the infrared sauna.  So I’ll do that too, likely by taking Alka Seltzer Gold.

Maybe it’s just the dump talking, but I am pretty discouraged about food at the moment.  I’ve been reckless with my eating, choosing things I know I shouldn’t because I am so tired of being so restricted.  Autoimmune Protocol is one thing, but my histamine issues seem to be exacerbated by chelating.  I am suffering from a histamine flare at the moment, which isn’t helping my mood, either. Hopefully it will resolve if I’m careful for the next few days …

On the upside, I am really grateful that I have Fridays off to take care of myself.  It’s been a bit over a month now, and I am honestly not sure how I would survive if I had to maintain my usual 50+ hour work week while feeling this way.  It is not fun.

20 October.  I just raised my dose of DMSA, so I’m on 18.5 mg DMSA and 5 mg ALA.  Still waiting for the 3 mg ALA pills to arrive from Living Supplements – I’ll raise that next.

I have been meaning to post about a dubious “gain”.  I’m on Round 30 and all my PMS hormones are coming back online.  I have been crying at the drop of a hat – commercials, YouTube videos, even music I’ve heard before. I am not sure whether to be happy or annoyed!

30 October.   I had raised my DMSA dose last week, and I had a really positive round.  Off round was also completely uneventful.  However, this week I accidentally did a second round of DMSA (instead of switching back to the DMPS) and it really flared my yeast issues.  I had super itchy red patches on both elbows and on my right jaw, and my belly was distended.  I started GSE and had a couple of rough days of die-off, but I am feeling better now.

I have also been taking Quercetin (for histamine), Potassium (to balance Magnesium), and stinging nettle more consistently.  My heart issues have completely disappeared, sleep has been better, and mood has been pretty stable.  When I do have histamine issues, I seem to recover more quickly.  So, although I hate taking more pills, I think I will stick with those for awhile.  Our Living Supplements order will likely not arrive until early next week, so I have to wait a bit longer to raise my ALA dose, unfortunately.


12 November. I’ve been having days where I feel tired or off for some reason, and the only thing that’s really new and suspect is the Quercetin. I stopped it for a few days and started to feel better. I was really hoping it would help manage systemic histamine response, but I guess that’s not gonna happen! I read a bit more about it in one of the histamine-related Facebook communities, and apparently others do have issues with it too.

One reason for Quercetin sensitivity may be salicylates – another one of those substances (like thiols) that I had never heard of before getting sick. I tracked down a good lists of salicylate-heavy foods, and it seems like most meat is ok, as are most vegetables. Fruits can be an issue but I don’t really eat those. And then almonds – the only nut I’ve successfully re-introduced – is on the Very High list. Of course it is. :/ I have been having almond milk in the morning, and almonds in the afternoon for a snack. In my case (similar to histamine) it seems like it’s a question of moderating intake rather than eliminating it completely, so I am going to have to think through that. As a first test, I am going to eliminate almonds completely while I am away for Christmas (I can never find a clean almond milk away from home anyways), and see if that does anything for me.

16 November. Headed to Florida for a week of vacation and Thanksgiving celebrations with my family. Work has been absolutely nuts, and even with my four-day work week I have struggled with workload and work-related stress. There is no question I will have to work while I’m away, I just hope it’s not every day. I am also starting my round on Friday morning as usual (Round 34, 5 mg DMPS, 8 mg ALA), while keeping the timezone change in mind. We did decide not to chelate the kids on the way down (we will on the way back), because we’re so frazzled and we don’t want to make any mistakes.

18 November. Speaking of mistakes, I really screwed up this round. I took a nap on Saturday in the middle of the day, and I couldn’t figure out why. I was completely exhausted, and thought maybe the work stress caught up with me, or I ate something I wasn’t supposed to … but I couldn’t figure it out. On Saturday night when I went to put the next day’s chelators in my pill dispenser, I realized that I had taken a DMPS dose every three hours instead of every six. OMG – what a mess! No wonder I felt like crap. In a way, I’m lucky that it was in the middle of the round. I made the adjustment and I have Sunday and Monday to get my system cleaned up so distribution isn’t a complete disaster.

Most mornings our kids have gluten-free muffins as part of their breakfast. We feel like King Arthur’s flour has the best tasting mix, so we use that. We often make them with chocolate chips, and this morning I made it as a loaf. The smell was so good I couldn’t resist having some. In all the years I’ve been doing AIP I have never done anything like that! I was waiting for the flare (due to tapioca, corn, and other things in the mix), but it never came.

19 November. I had another little piece of muffin bread today with no ill effects. OMG it was SO good. It’s not something I would eat all the time, but it was absolutely delicious to have something baked! I went gluten free in 2013 and was still eating some GFCF baked goods then, but I would say it’s been at least four years (if not more).

20 November. I woke up panicked that I had missed a dose at 2 am, and quickly took my 5 am dose. And then realized it was Tuesday and my round ended on Monday night. UGH! Seriously, I need some rest so I don’t make any more mistakes. :/

22 November. Redistribution was tough, but considering what a mess I made of this round, it could have been much worse. I did end up taking a nap at least one other day this week, but I am lucky I didn’t do more serious / lasting damage. Part of the problem is that this combo round requires three pills (5 DMPS, 5 ALA, 3 ALA), which is a lot to keep track of for the over tired and mercury addled. This coming weekend I am going to do ALA only to try to simplify, since we will be traveling again.

29 November. We’re running low on some of the lower-dose chelators for my spouse and oldest son, so I decided to bump my ALA dose to 12.5 mg when I start Round 36 on Friday.

I did lose a few (inflammation) pounds while I was away on vacation. Not sure if it was just because of the more relaxed schedule, or because removal of Quercetin and the almonds really made a big difference. I’ve been a bit more conservative with almonds and almond milk, and the weight has stayed off – though mainly what I notice more is being in a better mood due to the lower inflammation.


1 December. So far the increase seems uneventful (though I’m only 24 hours into the round). I had originally started ALA at this dose five months ago (in July), and it went really badly. I think that was my first sign of the dump, though I’m not sure. Although I have been frustrated about the slow increases, not feeling like crap is definitely worth it.

Speaking of the dump, I was updating my chelation spreadsheet this morning and noticed that this week is my nine months anniversary of amalgam removal in February (although I didn’t start chelating until April). So, in principle, I could be approaching the end of the dump. That would be so amazing! Although I don’t feel hideous the way some people do, the combination of lethargy / apathy has been pretty miserable. The only positive is that is has really forced me to slow down, which I think will be essential for my healing process.

Though I am not holding my breath, as I learned some new information this week that left me incredibly discouraged about my chelation timeline. What I learned from one of the ACC admins is that mercury + lead is “14x harder” to remove than mercury alone. An old post from Andy suggests that people with this combination may wait 12-18 months to see any meaningful gains. Why is that? One theory has to do with where lead gets stored and how it gets removed through chelation. Where mercury stores in fatty tissues, lead stores in the bones. Apparently bone has a short and long regeneration cycle. The short cycle is 18 months, and the longer one is 10 years. Until those first 18 months are complete, the lead removal may result in not feeling any meaningful improvements. And, of course to remove all lead in the long term is probably more than I’ll have patience for! I am definitely not chelating for the next ten years. But, my FMP did tell me that lead is released from the bone during menopause, so it is important to get my levels down as much as possible before that happens.

I have been really down in the dumps since learning that. It’s clear I will need to chelate well beyond 100 rounds. When I get to max dose of ALA for six months with no symptoms, I will have to continue with DMSA once a month for a long time – maybe a few more years. Five years has been recommended more than once. I knew that, but I have been telling myself that Round 35 = 35% done as a way to stay motivated and positive. I need to stop doing that. On the other hand, the the kids will be done chelating by that point, so the sleep disruption will be minimal. And once a month seems like a walk in the park compared to what we’re doing now.

Still, it has been a lot to take in, I am definitely still struggling to make my peace with it.

I always hesitate to post about gains because they are so subtle – and sometimes fleeting. And maybe because I’m not always sure I can trust myself or what I’m experiencing. Am I kidding myself? Who knows. Here are some of the things I’ve noticed lately:

  • My period continues to be super normal and uneventful. This is a big change from a year or two ago. I am so sick of supplements and pills that I have stopped taking DIM consistently (for estrogen detox) and I haven’t noticed the difference yet.
  • My toenails (which have been yellow, thick, brittle, and detached from the nail bed for 20+ years) are starting to grow back in normally. I am also cutting my fingernails every week – which is way more frequent than in the past.
  • My sleep is more consistent and more restful (maybe since the addition of potassium?).
  • I ate a ton of histamine foods yesterday – both potato chips and chocolate. I remembered to take the HistDAO beforehand, but it was enough histamine-inducing food that it could have really clobbered me and required me to take a nap. I did gain a pound overnight, but I didn’t have the soul-crushing fatigue I usually do under those conditions. Combined with eating the gluten-free muffin bread over Thanksgiving, it does feel like things might be getting better on the food front. Slow, and subtle, and not something I could do all the time. But still …
  • Finally, I have had coffee. Yes, coffee! Twice. That has been on my list of foods to avoid because it’s cross-reactive for people with gluten intolerance. A few days ago I had about a quarter of a cup mixed with warm almond milk, and it was so yummy. I was able to completely skip a dose of ACE (6 Thorne pills!) because of the lift from the caffeine. Like the muffin bread, I can’t imagine it’s something I would do every day again. But it was really so nice to be able to have a warm beverage with flavor and a little kick.
  • Yesterday I received two emails from faraway friends – both initiated by me. That would have never happened a year ago.
  • I am also reading (fiction) and beading like crazy. I will do a separate post on the beading because I have more than ten new pieces finished, each with different bead sizes, colors, and/or patterns. That continues to be a great way for me to rest, recover, recharge, and focus on something besides work and healing.
  • I am also listening to new music and enjoying finding new artists through a variety of music services (Sirius, Pandora, Apple). I have been making plMy beading time has been a great way for me to listen to music, though I’ve been enjoying it in the car too. At my sickest, I was too tired and overwhelmed to listen to music during my morning commute, so this is more significant than it may seem.

I am really loving my four-day work weeks. In April I will hit the end of the 100% paid period, and I will only receive 60% pay for those Fridays when I don’t work. But the improvement in my quality of life, my state of mind, my relationship with my spouse and my kids is worth it. And if I’m honest, even my relationship with my job. I love what I do, but at the moment I just cannot work the kinds of hours that management consulting demands. Making my peace with that has been hard, but I’m in a better place now as a result. I am meeting with my financial advisor on Monday to figure out how to make that work for the long haul. I’ll stay on disability for as long as I need to, and hopefully in such a way that it won’t significantly prolong my timeline to retirement. Even if it does, enjoying my life before retirement is important too, so we are committed to finding a way to make it work.

January 2019

1 January. The run up to Christmas was crazy and pretty tough. Both of us (adults) were having major health issues – flares so bad that she was struggling to get out of bed. We finally put the pieces together and realized that she is dealing with histamine issues as well. Mine flared up again too, and I had a few weeks before Christmas that were really bad. Through both of us doing research, I realized that many symptoms I hadn’t thought were histamine could be attributed to that, including sleep disruption, loose bowels (which I thought was too much magnesium and Vitamin C), and more. This time I’ve really gone cold turkey on coffee (it was fun while it lasted!), almond milk, plain almonds, and more. My system has been calming down and I dropped a few pounds of inflammation weight. As hard as it is to get back to a super restricted diet, feeling better is worth it. My only AIP reintroductions are eggs, rice, a very occasional piece of chocolate, and potato chips (the latter two with a few HistDAO pills). Oh well. I can only hope that this is related to the healing process, and that many of these symptoms will subside as the metals come out.

Speaking of which … I was at 8 mg of ALA for so long that 12 mg was uneventful this time around – woohoo! So uneventful that I only did three rounds and then raised to 18 mg ALA for Round 39. On that round, I experienced ALA euphoria for the first time since the July – August timeframe, and it was wonderful. I did a whole bunch of long overdue cleaning and organizing around the house, including culling through the boys toys for giveaway, packing up the scanned photos (for my dad’s memory book) to send back to my parents, tons of cooking, and more. Round 40 (which I just finished) was also good. I had one day at my sister in law’s where (with the help of her kids) I re-arranged her pantry and supply closet, did a major clean-up, created labels, etc. It was very satisfying and they were thrilled for the help. The only bummer was that in my enthusiasm I ended up missing a dose during the day, and then another one later that night (I was so tired that I did the kids doses and then forgot to do my own). So, we’ll see how I feel as redistribution hits this week.

We do question where the lead poisoning came from. Did the kids get it in utero from me, or did we all get exposed together later? Our latest thinking is that we probably got it from our first house in Chicagoland. There were many things about that house that made us worse, healthwise. It was built in the 1920s, so we know it had lead paint. It had a lead water main coming into the house, which is also the reason that 70% of households in Chicago proper have lead poisoning. Our basement flooded twice (the first time included sewer water), and although we had it professionally remediated, I have to believe there was some residual toxic mold after two big events like that. Around that time we also bought a foam mattress (which is made from petroleum products which have horrible off-gassing), and finally, we put foam insulation under a room off the kitchen (which was raised off the ground but didn’t have a formal foundation). That room was the main playroom for the kids, and it was always unbearably cold. But it turns out that foam insulation is so incredibly toxic – I can’t even believe it’s still being sold! I also had the last of my improper dental work done on two huge amalgam fillings in my molars. About two years ago we spontaneously bought the house we’re in now, and thank goodness we did. It’s new construction, and I’m not sure we would be on this healing journey at all if we hadn’t.

Beyond being relieved we’re in a new house, I wish I had something uplifting to say as I reflect on 2018. But honestly, chelation is just a grind. I’m feeling particularly discouraged at the moment because – in spite of the days where I do feel progress or euphoria – I know the time horizon is longer for mercury with lead is longer. I do my best to focus on all the positive stories I read on the Facebook ACC community, including people making major gains, having breakthroughs related to food or weight loss, and people finishing chelation. I’m not a quitter, but some weeks are really hard, and those stories definitely keep me going.

So, wishing for some more gains and a bit more euphoria in 2019. And, wishing you good luck on your own healing journey, too.

An Uneasy Truce

JBA Cover

I am pleased to share that the latest issue of the Journal of Business Anthropology was just released, and I have an article in it.  The piece is called “An Uneasy Truce: Navigating Interdisciplinary Collaboration in the Software Industry”.

A download is available here – An Uneasy Truce.

This is a special issue about Anthropology and Design, which is an outcome of a panel I was a part of at the American Anthropology Association meetings in 2016.  You can learn more about the original AAA panel here, or peruse the complete table of contents for this issue on the JBA website.

Collaboration by Design

I was invited to deliver the opening keynote at the UX Camp Chicago, which took place last weekend.  My presentation was entitled Collaboration by Design: Engaging Deeply for Better Business Outcomes.  It was a welcoming audience, and I was glad to have a chance to further articulate my thinking on the challenges and opportunities related to collaboration in interdisciplinary teams.

In this post, you’ll find a voice-over of my slides, and a full transcription below that.  Enjoy!


I broke the voice over into three smaller videos so it would be easier to stream:

  1. Introduction & UX is Emotional Labor
  2. True collaboration across disciplines is hard
  3. How will we improve business outcomes?


collaboration-00I’m looking forward to sharing with you a little bit about some of the thinking that I’ve been doing about how to mature the UX function we have at ZS.  ZS is a professional services firm, we focus on life sciences, so pharmaceutical medical device companies, and I have two teams there, one on the product side with product designers and another in consulting. Those are two very, very different types of UX work but, in fact, there’s a lot of common ground in the types of challenges that those UX teams face. And I wanna talk a little bit about that today. And what we’ve learned as we go about how to mature, what we’re doing in design and really deliver better outcomes to the business because of how we work together with our teams.

collaboration-01I wanna talk about two questions that have come up over and over again in my team that to me, they’re really intertwined questions. The first one is, how do we more effectively integrate with the teams that we’re working in? And then the other one is, how do we amplify? When I say amplify I’m talking about the voice of the user, so I wanna talk a little bit about both of those things because what I’ve learned, those questions come up over and over and over again, and the questions, and the answer is intertwined. So that’s what I’m gonna talk about today, is what we’ve learned about that and how actually addressing one helps to address the other as well.

collaboration-02So how do we integrate? And I think if you’re following anything about what’s going on in the blogging world or with UX people, writing on Medium or whatever, you do to stay current about UX, you hear people talking about, “Hey how do you get UX embedded into the product teams or into the development teams or into the Agile process? We all have that question about… We know we would be more impactful if we were better integrated in the teams that we work in, and how do we do that, what… How do we actually make that happen? And related to that, this idea of amplification. So I want to talk about this concept, so from the Enterprise UX conference, a couple of years ago, Maria Guidice is the VP of experience design at Autodesk and she leads a team of about 300-400 designers but none of them report to her, sort of a weird situation that she’s in. And her question is, How do I create a sense of team identity and team culture and cohesion, when those people don’t report to me? And so, that word amplify really stuck with me as something that I needed to carry forward and actually have a little sticker at my desk that says, “amplify or amplification.” To just think about how do we do that?

collaboration-03For me, amplification is also… Part of our job is amplifying the voice of the user, of the patient, of the consumer, whoever it is that we’re trying to enable with our design capabilities, and that’s something that we feel a lot of urgency around. We want people to understand, we wanna shake people and say, “Don’t you understand, this is what the users think, this is what the users are experiencing.” And the challenge is there’s so few of us and so many of them, and how do we impart that? So how do we amplify the messages about the people we’re trying to enable with our designs in a way that gets really gets the word out so that we’re not the only ones doing the talking and advocating for those users. Okay, so those are the two inter-twinned questions. How do we integrate? How do we amplify?

collaboration-04I wanna talk about this concept of emotional labor. So Russ didn’t do… You may have read my bio on the website, but my background is as an anthropologist, so I have a social sciences background, I’ve also been trained in design theory, so you’ll see some little spatterings of the academic part of my life in this talk, and emotional labor is a concept, I wanna just talk to you about and you may have heard of before.

collaboration-05Emotional labor, is when you have to control your emotions in some way because of your work. So a nurse for example has to manage their emotions in relation to a patient who might be suffering. If you’re in a customer service, you might have to smile, even if someone is not treating you well on the other end of the phone or at the opposite side of the counter, or whatever that looks like. So having to manage your emotions, that’s Emotional Labor, that’s a term from a sociologist and I think, for us in UX that’s just a reality. If you really care about the users that you’re designing for, you feel what those users need. You viscerally feel it, and it’s very hard sometimes to manage that because if you’re the only one that feels that if your teams don’t come with you for usability testing or they don’t come shadowing you, you’re holding that experience of the user and you feel just this tremendous responsibility and that is a form of emotional labor.

collaboration-06And what happens, at least in my experience, is if you’re the one doing all that emotional work and the people around you aren’t doing it with you, it creates a chasm between the two parts of the team, it creates a rift and because you have all this emotion and this emotional output that you’re sort of bearing on behalf of those users, or those patients, or whatever it is and the engineers, or the other stakeholders that haven’t had those experiences with you, that sort of emotion that you’re putting out there can shut people off, or turn people away. And so the challenge is, how do you do the work of amplifying those emotions and getting them out in a way that doesn’t turn off the teams that you’re working with? And doesn’t make that sense of divide feel even more serious than it might already be.

collaboration-07This is to reflect staffing ratios. So I don’t know how much you… What your working environment is like. I’ve always worked in very, very engineering-heavy cultures. I worked at SAP, which is a giant software company where the staffing ratios of design to engineering are always really tough and even where I work now, even though I’m a partner where I work now, and we really struggle still to get as much design talent, as we need to have properly balanced teams, and what we do in our cases, we just make tough decisions and there’s a lot of stuff that just doesn’t get staffed, so we can put the proper ratios where they’re needed. We have for example, business stakeholder and product managers at the top in green and blue and then you have a sea of engineers, right? And you might have just a few researchers and designers, and so you’re always in the situation where you feel like you’re getting drown out because there’s so many other people that have something to say. And that UX perspective, that brings the voice of the user, is sort of muffled in the noise of all of these other people.

collaboration-08The thing that we need to not forget of and lose sight and this is not to be discouraging about it but to be very practical is, look, the way that we’re graduating engineers and designers today, it’s not gonna get better, it’s just astounding. I think there’s something like 200,000 graduates in engineering across undergrad, Masters and PhD every year just in the US, there’s a million plus in India, but just in the US 200,000. And product and industrial design in the US graduates 2,000 people here. Okay. So the point is not to be super dis… I mean it’s job security, so nothing to be upset about, in that regard, but just important to realize that we’re not gonna be successful in really advocating on behalf of the users, and the patients and the customers we serve. If there aren’t other people telling the story besides us.

collaboration-09And so that’s really what I wanna talk about is this idea, that’s what I mean when I say amplification is, all that sea of teal engineers and those many, many people that you work with that aren’t trained in design. We have to bring them along with us, if we’re gonna do our best work and we’ll make the kind of business impact that we know design can make, really requires that we find ways to build bridges to those other disciplines. However, collaborating across disciplines is really hard and I don’t wanna underestimate this and understate it. It’s… I wanna do two things. I’m gonna talk a little bit about the academic research around collaboration because I think it is important to have some shared language around that, but what I wanna really do in this is, this part of the talk to is get more deeply into what does it mean to deeply collaborate with someone in another discipline, what can we do differently to help build those bridges and make those connections that we need in order to do our best work.

collaboration-10I think an important thing to not forget, and though you may know this from your own experiences, we wanna collaborate because co-creation is fun and participatory design is fun. And most of us were trained that that’s how the best work happens. But the reality is, not everybody that you work with has the desire to operate in that way, and that in and of itself is sort of a hurdle to overcome. People don’t all love to play with post-its and sharpies and do affinity mapping and [09:24] ____ mapping, and all those things that we love so much about our jobs. But the reality is, is that we have to recognize that. Not everyone’s gonna wanna come and participate with us, in the way we wanna participate.

collaboration-11There’s a really wonderful paper about the nature of collaboration from two social scientists, and I can certainly give you the citation if you want it after the talk. Dr. Bernard Choi and Dr. Anita Pak. And they talk about different levels of collaboration and just to walk through these at a high level in a multi-disciplinary teams are they’re sort of all working on the same problem, but they’re not necessarily working on them in an integrated way, they’re all kind of working in their own little bits and pieces.   And this is not uncommon, we see it even in the teams that we support today. I’m not pretending our teams are perfect, but you know sometimes people wanna be heads down and just do their own work and not necessarily think about, what would it mean to really work together.

In a better situation is when you have an interdisciplinary … Again this is their language, and I’ll use these words interchangeably. I typically use the word “interdisciplinary”, it’s the easiest one to say, I think, but the interdisciplinary means that there is some desire and interest in overlap, and in working together in a way that gets us to a better outcome. So there’s some realization that, yeah, the BA really, really does need to sit down and spend that time with the UX person or the product manager really does need to be part of the research efforts in order to understand where the product should go.

This ideal state, which is I think, in my mind, when I think about how we talk about participatory design, and co-creation, I think for us, this is what we want, we want this truly integrated team where people care as much about our work and the outcomes that we’re delivering as they care about their own. One of the reasons I do think that we end up sort of unhappy or discouraged in our team work is because we wanna be operating in this transdisciplinary model and most of our colleagues don’t. And so I think recognizing that and acknowledging that and realizing that that’s your own baggage if you will, or your own sort of expectations that you need to manage is a big part of the challenge. And part of the reason I wanted to give you this language is to realize that if you’re feeling that friction, or That unhappiness is because you’re really hoping everyone’s gonna come and participate with you, and not everyone necessarily wants to do that.

collaboration-12And the question is, why does it matter? Not just because it leads to better design outcomes but actually, what we know research now we know is a diversity of all kinds, leads to better business outcomes. So whether you’re a diversity of gender, diversity of race, diversity of sexual orientation, of financial means, of disciplinary differences those differences are actually what make for the best and most innovative outcomes. And we know that instinctively we know that… And now there’s tons and tons of research that supports that. There is… I feel sort of a responsibility on our part to try to make this happen because we will get better outcomes on the work that we do if we do it with a team that’s not just a bunch of designers.

collaboration-13And so the question is, knowing all that, how do we bridge that divide or that gap between what we know to be great, what we know to be the ways that we like to work and the reality of the teams that we’re working in today that might not share those desires.


collaboration-14Before I get into the case studies, I’m gonna give you another sort of tool, some more language around thinking about how you work with other people. This is a piece called the Ladder Of Inference. It’s from a management theorist from Harvard Business School and I was given this in my coaching and I use it a lot with my teams now. What happens a lot of times is you have an experience and you make some assumptions about that experience and you draw conclusions, and the reality is that there’s a lot more steps that are happening there, that are unconscious, and that you need to be aware of in order to actually take those experiences and use them to achieve some kind of alignment.

I’ll give a very specific story. So one of my mentors, Gitti Jordan she passed away a few years ago, from pancreatic cancer, but she was a force in the world of Applied Anthropology, just this unbelievable woman.  She for many years, worked at Xerox PARC and at Xerox when they did research, they always did video, and they always analyzed the video afterwards and they did that analysis with the engineers and what they learned in that process was that the engineers literally see different things, so they’re already on this next step of having selected some facts from whatever they’ve observed in that video, and one of the things that Gitti spent a lot of time doing was saying, “What did we observe?” and then working our way up the ladder of inference to what kinds of conclusions we can draw from that, from what we heard.

Because the reality is, if you’re trained in a different field, what you observe is gonna be completely different. So even as you get to that second step of a ladder and you’ve already started to slough off the things that you don’t think is important, right away there’re decisions being made and what happens and that is you have this split and the further up you go, the wider the rift becomes between the conclusions and the assumptions and the actions that people think are required.

And the way to resolve that is to get back to the data and work the way up the ladder of the inference together. And that’s one of the reasons that things like having engineers attend usability testing can be useful. It’s not useful though, if they just attend and you don’t have a really meaningful rich conversation after it, about the conclusions that you’ve drawn from what you’ve observed because they’re gonna come to very different conclusions and it’s normal and natural based on their life experience, based on their training. It’s very, very important to… If you think usability testing is gonna be a miraculous to change an engineer, or a product manager, or a stakeholder you’re truly mistaken. It really comes from working through this conversation together.

collaboration-15If any of you did any poking around or read my bio, before the talk today, you may have noticed that I’m associated with a group called anthrodesign, which I founded more than 15 years ago, and that as a group, now over 3000 people globally. You’re welcome to join us. It’s a group of people that are using ethnographic research methods in the business setting, and it was intended to create interdisciplinary dialogue between anthropologists and designers about how we could work more effectively together, and what we could learn from each other.

And I have a whole separate talk that I’ve done about this, about what we’ve learned over the years but just to give you an example, I mentioned I’m trained as an anthropologist, and one of the first hire I ever made when I built my first UX team, was I hired a designer. Why did I hire a designer? I hired a designer because I had all these ideas I had collected all this research but I didn’t know how to represent those ideas in a way where I could get stakeholder buy-in to make design changes or make a design decision.

What I learned is, in that collaboration, in those early days of collaborating across the social sciences and design was anthropologists are trained to think very broadly, and thematically about ideas and problems and designers in contrast, the way that they’re trained inherently is through a case study approach where you’re given a set of materials, the business problem, the stakeholder, you have to solve a design problem, within constraints and anthropologists are not trained that way at all. And so when we get into the business world, oftentimes we really struggle to take all these great ideas that we have and make them realizable in the business setting, and that partnership with design is part of the ways that social scientists have become more effective in business because designers know how to make it real, because they’ve had that experience in their training. And so over the course of these now, I think anthrodesign is now, I wanna say 17 years old. I wrote a post called, Origins of anthrodesign. I think that was a couple of years ago now, so 16 or 17 years old. And in the meantime, what’s happened is, it spawned a conference which is called EPIC, Ethnographic Praxis in Industry.

There are also six or seven books that have been written on this topic, and countless conference panels and presentations and journal articles about this idea about the collaboration across social sciences and design. My point of all this is that … is that one tiny little partnership that we have in our work. And if you remember the bubbles, I do earlier, like getting the researchers and designers to work together better is obviously a really important part of the equation, but we have all these other stakeholders we work with and we haven’t done that same work that same journey we’ve been on for the past 15 years in this anthrodesign community, we haven’t done the same.

And thinking about how do we work, truly work with product managers, how do we truly work with engineers? A lot of the research that I’ve read, when I look at that collaboration space is, how do we make the engineers more empathetic how do we involve engineers in the design process? It’s all about how do we fix the engineers because they’re broken and on that whole mentality is part of why we have this divide between us and them. And so again these next couple of slides, these next three, I wanna talk about three kinds of collaboration and just think about what we… ‘Cause all we can control is ourselves anyway. We can’t control that there are many, many more engineers coming into the market, than designers and so on. But let’s talk about in the context of our own work, what are the things that we can do differently to start to build bridges to those most important relationships we have, beyond the research and design relationship that I just described. So I wanna talk about three one is relationship with product management, the other is the relationship with engineering. And then finally, for those of you that are in teams that have a QA function, I wanna talk a little bit about the ways that we might collaborate more effectively with our Quality Assurance teams.

Okay, so I’m gonna dig a little bit more into those three. So my slide was supposed to build and it’s not doing that so let’s just see what happened there. Lovely … it’s okay.  [laughter]

collaboration-16I wanna start from the bottom and worked my way up. So if you’re in a very engineering-centric environment, one of the things that’s pretty common is different… Tracking different usage metrics. How do I … How many users are using the system, how frequently are they using the system? And those are metrics that really come from an engineering and technology mindset about things, like “Is my server-sized appropriately?” “Are my APIs performing?”, right? It has to … those are really sort of technology-oriented metrics and actually it’s also some of the easiest stuff to track if you have a sloppy Google Analytics implementation, those are the kinds of things you can track.

The reality is that tells you almost nothing. These are called vanity metrics. You guys have probably all heard that term before, but the idea is if what you’re thinking about is how many users are using my system. How many number of daily users do we have? Those are essentially meaningless except truly for sizing servers and networks, and those kinds of things.

And if you get stuck in that way, of thinking about it, you’re gonna find yourself in a really disconnected from the things your product managers care about. Because your product managers care about the stuff in orange at the top. And I’ll get to that in just a minute.

One of the other things, if you’re a little bit more mature and hopefully you are and you have a little research capability or maybe you’re a designer, a team of one, doing your own research, you start to look at other kinds of metrics related to user behavior. Is my… Are my users able to traverse the system and complete transactions? Is the system sticky, are people satisfied with the solution? Those are really good important metrics as well, but they’re also metrics that are kind of… They’re UX metrics. They’re things that we care about, if you think about ISO9241, so the way that we measure usability, a lot of these types of measurements come from the way that we’ve historically measured usability.

And there’s nothing inherently wrong with that. For something like satisfaction for example, we know that employee satisfaction correlates to customer satisfaction, so it’s not a bad thing to understand the satisfaction of a tool and people that are satisfied tend to buy again or tend to be more loyal or tend to refer, so there are benefits to understanding things like satisfaction but in the end, what really matters is, is this thing that I’m doing having a business impact a measurable business outcome, is it driving revenue, is it driving retention, is it driving people buying something a second time, is it driving market share?  I don’t know if any of you know the work of Leah Buley. But she wrote the book Team of One. If you haven’t and you’re in a small team, you might really enjoy that.

Some time after writing that book, she went to go work at Forrester, which is an analyst firm. And she worked there for a few years. And she said it was an amazing experience to work across so, so many different customers at a senior level to kinda see what challenges … What kind of challenges the companies face. And what she took away from that, she wrote a fantastic blog post, on Medium, when she left Forrester. And it’s just… it was kind of a wildfire, this blog post. Because what she said is her take away from her time at Forrester was that UX does not understand business and we’re never gonna be relevant until we understand business.

And the challenge with product managers for us in our relationship with product managers, is they’re that bridge to business, to business outcomes, to business stakeholders. Now, every team is organized differently, but in the most mature organizations, the product manager owns the product line, the profit and loss statement, or the P&L for the product. The engineers report to them, UX reports to them. They serve as the general manager of that business of the product, that they’re responsible for. So they’re keenly aware and thinking like a CEO, about the business outcome that they’re expected to deliver with this product that they’re bringing to market. If you come and you talk about these things on the bottom of this KPI framework and not related to the things at the top, your product managers are gonna be incredibly frustrated with you.

Because they are worried about the stuff on the top. They’re on the line for the revenue, or the conversions or the license attainment or whatever those things are. And so one of the things to think about is if you are measuring things either at the bottom or in the middle, is to make a conscious effort to trace what you’re doing to the things that that product manager cares about.

Okay, so find out, what are they accountable for? Even ask them – “What are you compensated for?” “What are your key metrics?” “What does the product need to deliver on?” And if you’re collecting a bunch of data about users, that doesn’t roll up into the orange, you’re not relevant. It’s as simple as that. And so you have to really be thinking about what are you doing, what data are you collecting that is in the interests of the business and those business outcomes. And making sure that you’re doing that in a way, and that’s gonna build tremendous bridges and credibility to your product management team. Okay, any questions about that one before I move on? It’s a pretty dense slide.

collaboration-17Alright. Engineer. So I touched on this earlier. I think there’s this idea that, “Oh we should just bring engineers to usability testing, and that will fix everything.” And I think it’s just such a naive thing that we think that, “Oh, if they just see what we see.” But they’re not gonna be looking at the same things. Again, coming back to that ladder of reference. They’re not even gonna be looking at the same things that you’re looking at. So how can you expect them to come to the same conclusions?

And so it’s really important if you wanna engage your engineers. I think it’s fantastic, by the way, I’m not suggesting you shouldn’t do it, do it and do it, do it again. Do it with stakeholders do it with engineers, product managers. Anyone who will come, absolutely, get them involved in whatever form of research you’re doing. I just used here Usability Testing as an example. As an anthropologist, my favorite is always anything that’s in context and it’s ecologically relevant whether that’s Ethnographic Research or something like that.

I want to just tell a little story. I have a friend who was… She was an anthropologist at the time at Pitney Bowes. And she was in a small triad with an engineer, a designer, and an anthropologist, and that’s how the little innovation teams at Pitney Bowes were organized.  I did a panel and I invited her and her engineer to come and talk at this panel at the Society for Applied Anthropology meetings. And one of the things that they shared about how they built trust and understanding with one another is that he took a social sciences class, and she took what she called a coding class, so she learned a little bit about front-end development.

And when she came back from that experience and she spoke at this panel, she said, “Now I know why he needs a yes or no answer.” She had never really understood. Because anthropology it’s always “Oh it depends, human behavior’s so complicated and there’s so many different ways that this could go and people are different. And there’s no one … ” Even we say in anthropology in particular, personas are so redacted and simplified they don’t really express the complexity of human experience.  As anthropologists especially, I think we struggle to simplify things to the point that they can actually be consumed by engineers.

And what she learned and what she took away from that, is she really had to change how she was thinking about and packaging what she was doing for that engineer, so he could actually use the information that she had produced.

And so thinking about that here … We take some things away from usability testing, and we expect that those are things that are deeply understood by everybody who’s observing what we’re observing. And that’s just not the case, the engineer in the end has to make some binary decision literally binary decision about how something should look and how it should behave. And if you don’t do the work of helping them move up the ladder of inference from what was observed into what that means for the code, you’re gonna get a crappy outcome. You’re not gonna get the outcome you want because they’re not able to make that leap without you doing it with them.

And so I know this just means that the UX effort is actually much more significant than you’d like to believe. You can’t just come to usability testing or do a read-out and then expect everybody’s gonna know what to do. You actually have to do the work of pulling that up, pulling it through, pulling it up the ladder of inference if you will, so that people really understand the significance of what you found.

collaboration-18One more example that talk a little bit about QA. This is some artifacts that we use in our work, so a summary of what we call user types. We don’t… In the enterprise space, typically we don’t… In our world anyway, we don’t really work with personas because that sort of level of fidelity isn’t necessarily necessary. And so for us user types, typically reflect job roles. So you might have a sales person or a sales manager or a marketing manager for example, and we don’t get to that level of… A little bit we do. So for salespeople, tenure in role is a really important distinction like a very seasoned sales rep versus a more experienced one.

And so, we might, if we do recruiting, or whatever we might make those kinds of distinctions. But we don’t really develop personas, at the level of detail that you might if you were in the consumer space. So we have what we call user types, to make clear that they’re not personas.

So different levels of those.  And then we do … when we’re doing some kind of usability testing or even as we’re … as a complement to a requirements document outlining in a very simple way all the user tasks associated with a tool or a set of tools, or a service that we’re building, and outlining for whom those … Who’s supposed to use, which aspects of the tool. And so I wanna just talk … One of the things that happened to me when I started at ZS a little over seven years ago now, was I went to head… Talked to the functional lead of those different departments. So Head of Engineering, Head of QA and just to try to get to know them and think about how we could work together more effectively.

And one of my questions for QA is “How are you testing the front-end today?” “How do you make decisions about what to test?” And what I learned is they were just using their best judgment, no one had ever bothered to ask them. So they took whatever they got from engineering, and they just used their best judgment, to make decisions about what to test. And so it was no surprise that things would go out the door and the things that we thought were important, maybe weren’t adequately tested, and so on.

So one of the things that we started to do.  In the teams that are receptive or interested in doing that is thinking about involving QA … QA feels the same sense of disconnect, as we might feel. We feel, “Oh, I’m disconnected from product management.” Or we all sort of feel like maybe we’re not fully included in whatever conversations are going on. QA by the way, feels the exact same thing. They’re like, “Hey someone designed a product, researched a product, decided on a product, research designed a product, engineered a product, and we get the whatever is left over, and we have to deal with it.” QA wants to be involved upstream in the process just as much as we do. And so thinking about how to do that, involving them in, design reviews for example, so that they see that the design intent, and the way the design is supposed to look while it’s still a mock-up, so when it gets to the point where it’s in code that they can see that there’s a gap between what you designed and what was built.

And if you’re doing front-end testing … if you’re an environment doing front-end testing with something like Selenium. Knowing which transactions and which parts of the systems matter most to the users will ensure that those get tested. But if you don’t do that, who’s gonna do it, who’s gonna describe that?

And so I think there’s an opportunity there, I think, to build bridges with QA and that does end up having benefits in the long run because they’ll watch out for you, too. If your design comes looking at all… What comes out of Engineering, looking all wonky, if you have made a good connection with QA, they’re gonna help you address that. Because you’ve made the effort to build those connections. So that’s just another example. Now, I realize not everyone has a mature QA function, ours is pretty sophisticated, we have people that test by hand and then we have what we call PSR (Performance Scalability and Reliability testing), which is like large scale automated testing and so we have a pretty sophisticated QA function, where we are. Not everyone has that. So I recognize it’s not necessarily relevant for everyone here.

collaboration-19So what I wanna talk about now is… So we’ve talked about this idea of how do we more deeply integrate in a way that hopefully helps elevate the voice of the user, in the work that we do. And then the end game as I mentioned in that slide about KPIs, the end game is ultimately business outcomes.  For us, it feels like it’s making sure the user’s needs are met, but the reality, it’s about business outcomes. And so the question is, what role do we play in enabling those business outcomes and what does collaboration have to do with that?

collaboration-20So, this is another sort of … it’s not intended to be a really discouraging fact, but it’s a reality. I’ve been doing this now for 20 years before UX was called UX. More than 50% of technology projects fail. Okay, so if you feel like, Oh, maybe I just got the short end of the stick with the portfolio of work I’ve done, it’s just the reality. That many, many technology projects fail for a variety of reasons. And the statistics range as low as 31 and as high as 68. But just to give you a sense of the fact that a lot of projects… A lot of projects don’t succeed and obviously that has a huge business cost. If you’re on a project that’s been going for six months or a year or longer, and then the plug gets pulled on that it’s a huge waste of money, and resources, it’s demoralizing.

It does cause a lot of people to quit. So it also creates a churn in terms of attrition of employees. And so it has a significant cost, and the question is what’s underlying those failures? As it turns out, dysfunctional teams, make dysfunctional products.

collaboration-21So if you have a team … this is from … I can share the citations with you, if you’re interested. This is from a Harvard Business Review article that was written, I think in 2015. If your team is dysfunctional your product’s gonna reflect that dysfunction.

Until we make the effort to fix how our teams work together, we’re not gonna ship better product, Okay. And I think important to talk about this is like, “Why does that dysfunction happen?” ‘Cause you might have a fabulous kick-off, and fabulous sponsorship at the beginning and you might think, “Oh, this one’s gonna be great.” And then things start to kind of slowly unravel. And why do they unravel?

There’s this term that is in this article called “alignment attrition” and this idea that over time people make small small decisions independently that because them to come out of alignment with each other. And what’s the solution to that or what’s one of the best ways to keep that from happening is actually visual artifacts that represent the shared understanding.

And what a powerful place for us as UX professionals that we can help create those visual artifacts that represent the alignment that we’ve achieved as a team and we can bring people back to those artifacts again, and again, to make sure that we don’t experience that alignment attrition in our products over time.

collaboration-22Hopefully, you are all familiar with the Design Management Institute and their survey about design value. This is a fantastic… Hasn’t been done since 2015. This 2015 graph represents data of companies from 2004 to 2014.  It’s a phenomenal story. It say that companies that are design led are over 200% more profitable than the rest of the S&P 500.  So, we know now we have the data that shows that design-led companies drive huge business impact. This is the Apples of the world, up here in these … and IBMs. These companies that are really truly investing in design and design-led. Now will everyone believe you? Do all the executives that you work with care? Do people that run engineering understand or care about this kind of study?  Maybe not. But we know that getting design in a role, integral into the work that we’re doing is gonna lead to much, much better outcome. So again, that personal responsibility we have to make sure that we’re bringing our work into the context where we can have the most business outcome.

collaboration-23I think challenge that we face … and I’ve talked about this a couple of different ways before is … we tend to get enamored with our own processes and our own artifacts. We think, “Oh, Participatory Design is so great, our exercises with post-its that bring everyone along is so great. And isn’t usability testing like the best thing ever.” I love my job, I love all the things that make up my job, but that’s sort of being enamored (and somebody else has called it sort of fetishism) with your own work is actually a barrier.  Because if you’re so enamored with how you do things and be… And you’re precious about how you get things done, you push people away instead of bring them in.


As awareness of design thinking grows everyone talks about empathy as being so important. If I hear another management review like business article talking about empathy, it’s just so frustrating, right? It’s everywhere. And it’s for sure it’s commoditized. And we see and we hear, and yet we know because of the emotional labor in our jobs that we’re doing that work, a lot of people are paying lip service to it, but in our job, we know we’re doing that.

collaboration-25The challenge that we have is how to bring that empathy to our own teams. Not just to the end users or the patients or the consumers that we serve which I think we take such a tremendous personal responsibility for. And that’s what leads to that weight of that emotional labor.  But why aren’t we doing that within our own teams? And recognizing that our teams are feeling isolated or not connected or not integrated and that we have the tools and the skills and the experience, and the empathy to help make those connections, and make the team feel more connected, which is… I’m not suggesting we should do all the work. I’m just saying there’s a part of this that we can take responsibility for and take action on and that we should.

collaboration-26And I think the point of all this is not just to make … You are not just working in a better team or delivering a better product, or a better outcome, but I think really the next step is actually changing the field and improving the value and the impact of UX much, much more broadly.

And I’ve seen it happen in the work we’ve done with anthrodesign. Where as we develop a shared language, and shared ways of working, that we’re able to make a greater and greater impact in our field because we’ve made some of these and built some of these bridges. And we have a responsibility now in UX and in design to do that, too, to not just make our own team better, our own product but really to deepen and improve what the field can do by improving this collaboration.

collaboration-27So, just in closing, I think what we all hold near and dear to ourselves is this idea of amplifying the voice of the user. And making sure that those people’s needs are heard. If you’re looking at chronically ill patients, or sales reps or whatever it is, whoever it is, that you’re enabling with your design skills or UX skills what you care about is making sure that those voices get heard.

And what I’m telling you is, until you deeply, deeply integrate in the teams that you work in, you’re not gonna get that done. So the goal is integrate so that we can amplify those messages. Okay? That’s it.








Design at Scale

Closing Keynote: Design at Scale
Doug Powell, Vice President of Design, IBM Design

From the Design Operations Summit website:
More than 50 years ago, Thomas Watson Jr., the second President of IBM declared, “Good design is good business”. Today, the global company continues to operate on the belief that human experiences drive business. Doug Powell, Distinguished Designer at IBM, will expose what it means to practice design at the global tech company, exploring the inner workings of the largest UX design operation in the world. He will also elaborate on a new Forrester Research study examining the value of design and the design thinking practice at IBM.
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Turning Research Ripples into Waves

Turning Research Ripples into Waves
Hana Nagel, Lead UX Researcher, SAP Customer Experience

From the Design Operations Summit website:
Growing organizational research capacity requires both bottom-up and top-down changes that can be daunting to tackle. Hana Nagel will examine the challenge of scaling research ops through the lens of social change theory, showing how service design and systems thinking can be used to create a strategy to increase research’s impact on product. By building collaboration, connection and community, you can bring enough people together to turn research ripples into waves.
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