Category: workplace

  • Avoiding ‘Manels’

    Reading Time: 3 minutes

    At ZS, our firm-wide Inclusion and Diversity initiative is picking up steam, and it’s generating a lot of interesting and thought-provoking discussion about how we can continue to improve and evolve as a firm.

    Just this week, my friend Arun Shastri sent me a short piece written by Francis Collins, who is the Director of the National Institutes of Health (where Arun’s wife is a practicing physician). Collins stated that “it is time to end the tradition in science of all-male speaking panels, sometimes wryly referred to as ‘manels’.” He goes on to say that if the agenda and panel do not appear inclusive, he will decline to participate. In a follow up piece by the New York Times, Collins also expressed his concerns about the growing evidence of sexual harrassment in biomedicine.

    The original piece by Collins generated some good dialogue internally, and I wanted to share an excerpt of that exchange here, and hopefully broaden the discussion.

    In the internal communities for our Unconscious Bias training, an article from the Economist was shared, which described some of the challenges facing women in academia. The article states:

    On average, half of each seminar’s audience was female. Men, however, were over 2.5 times more likely to pose questions to the speakers—an action that may be viewed (rightly or wrongly) as a sign of greater competence.

    This male skew in question-asking was observable, however, only in those seminars in which a man asked the first question. When a woman did so, the gender split in question-asking was, on average, proportional to that of the audience. Simply handing the microphone to a woman rather than a man when the floor is opened for questions may make a difference, however small, to one of academia’s most intractable problems.

    It is discouraging to learn that women question-askers at conferences are underrepresented even in in subfields where women make up the majority of attendees. You can read more about that in this Science Magazine article, which also goes on to say that:

    … if fewer women raise their hands in the first place, that could indicate women feeling their questions need to be flawlessly formulated before they can ask them, which leads to them not asking at all, Kaatz says. Women may fear that a poorly worded question gives the impression that they are less competent, she notes. Because women are often evaluated by higher standards, men “don’t have the same consequences as women do for saying things that aren’t perfect.”

    There are so many things we’re proud of at ZS – our gender parity in salaries, raises, promotion rates and more. It is a wonderful place to work in many respects. But, there is always more we can do, and I’m pleased to be part of a team that is working to make bold and ambitious changes to both our firm demographics and our practices over time.

    So, how do we take these insights from The Economist and Science Magazine forward in our own lives? For goodness sake, find qualified women for your public speaking engagements! Call on women first, or perhaps helping women formulate questions before opening the floor, which in turn might help them see the value in contributing to the conversation.

    What else do you suggest? I’d love to hear your thoughts …

  • An Uneasy Truce

    An Uneasy Truce

    Reading Time: < 1 minuteJBA 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

    Collaboration by Design

    Reading Time: 27 minutesI 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!

    Presentation

    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?

    Transcription

    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.

    collaboration-24

    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.

    collaboration-28

    [applause]

     

  • Interview with ‘This Anthro Life’

    Interview with ‘This Anthro Life’

    Reading Time: 39 minutes

    At the end of last year, I was interviewed by Adam Gamwell and Matt Artz from This Anthro Life (TAL).   The podcast went live on January 31st, and you can listen to it here.

    If you’re not familiar with this podcast series, it is worth a listen!  They are ‘crowdsourcing the human condition to inspire communication, foster wonder and generate empathy’.  Since inception four years ago, they have produced over 100 podcasts, and they are now sponsored by both the American Anthropology Association and the Society for Applied Anthropology.  In addition to recent episodes about anthropology and design, they have covered everything from visual anthropology, to beer, ‘the happiness fetish‘, and long-haul trucking in China.

    Although our conversation was spontaneous, Ryan and Adam asked me to be prepared to answer the following questions, most of which we managed to cover during our time together:

    • My origin story, including the history of anthrodesign
    • My current role, and how I got here
    • The state of enterprise UX
    • Applying anthropology insights to enterprise software
    • Selling research in the enterprise, communicating Return on Investment (ROI)
    • How to enter the field

    Hopefully you’ll find it of interest!  I’ve had the interview transcribed, so you can read it below, if you prefer.

    (more…)
  • Humanizing Business with Stories

    Humanizing Business with Stories

    Reading Time: < 1 minuteDuring the first week of April, I had the opportunity visit Smith College, where I did my undergraduate degree.  I was there to talk to Anthropology majors, speak to a Methods class (Anthropology with a sprinkling of Design Thinking), and deliver a public lecture. It was great to be back on campus and interact with the super smart and motivated women there.

    For this final public lecture, I was focused on helping students and local guests understand a bit about how I got to where I am today.  I spoke with them about what it’s like to work in the high tech / consulting industry, the differences between Big Data and Small Data (with some examples from project work), the power of storytelling, and the benefits of bringing both anthropology and design to the table to solve the toughest problems in business.

    (more…)

  • Themes in Ethnographic Research

    Themes in Ethnographic Research

    Reading Time: < 1 minuteA few days ago, I had the opportunity to meet the design research community of practice at Fjord (the design firm acquired by Accenture) in Chicago.  I was asked to speak to them about how anthropologists approach ethnographic research in a way that might be interesting or instructive for design research professionals.

    ZS competes with Accenture at some of our clients, so I was challenged to prepare material that would protect the privacy of our clients, while still sharing something new and compelling for capable practitioners.  Over the weeks leading up to the event, I came up with the idea of sharing themes from the ethnographic research I’ve conducted over the years.  In that way I could share a variety of themes that have emerged in my research, while still keeping the presentation grounded in real stories.

    What follows is an edited video of that presentation.  Enjoy!

    Introduction (16:08)

    Kinship & Power (12:55)

    Space and Place, Economics, & Context (12:04)

    Rituals, Rites of Passage, and Time (15:25)

    Language (7:21)

    Material Culture, Recommended Reading (5:58)

    I would welcome your feedback on this content!  Did you enjoy the overview?  Are there themes that I missed?  Please leave me a note in the Comments, below.


    Header image credit to Alexander Zonin.

  • The Moment of Clarity

    Reading Time: 9 minutesLast week I had the great pleasure of speaking with Christian Madsbjerg, co-author of The Moment of Clarity: Using the Human Sciences to Solve Your Toughest Business Problems.  In their book, Christian and Mikkel share case studies from their consulting work at Lego, Adidas, Coloplast (a medical device company), and others.  The wonderful, rich examples show the ways in which research methods from the social sciences can help troubled companies transform themselves.

    I don’t think it makes sense to recap the book when it’s such an accessible read, so here are two examples that Christian shared with me that are not in the book:

    • One of their clients is large pharmaceutical company.  ReD Associates was engaged to help with the salesforce – which is a project very similar to one we might do at my current employer! One of the big pressures pharma reps are facing today is rapidly diminishing access to physicians and healthcare providers.  The average sales call now lasts only 90 seconds.  This  makes the role of reps increasingly challenging, and, frankly, discouraging.  Not surprisingly, at the start of their research,  reps were describing their frustration, and they were focused specifically on the lack of understanding on the part of the doctors.  Over and over again, the research team heard from headquarters and the reps being interviewed that doctors only have 8 hours of training in this disease, and as a result of their ignorance the reps are unable to gain meaningful access.  But the reality is that physicians have thousands of hours of experience!  So it’s not ignorance, but rather something else going on.  In talking with the physicians, the researchers learned that their patients have a terrible time convincing people to change their routines to achieve better health. So, what if the reps started providing relevant materials, and building sales calls around information that is helpful and relevant to the physician?  In doing so, the call went from 90 seconds to 9 minutes, just by changing the introductory statements!  Further changes led to an average of 18 minutes’ dialogue with the physician.  A real reciprocity emerged, which in turn improved reps’ access to physicians.
    • In a very different example, Christian described the challenge of working with a company that makes grooming products for men.  In meetings with his client, they heard a lot of internal discussion about their ‘franchises’ or brands.  Unfortunately, those internal distinctions were irrelevant to their customers; no men choose between original or sensitive version of a brand – it doesn’t register!  Men believe that shaving is about skill, not about having the right products.  So the way that the shelf was organized was based on the brand managers’ understanding of how women shop – where packaging and color influence decision making.  But the approach didn’t work at all for men (and the brand managers presumed it would).  In fact, it was so bewildering that many men got lost in the process and ended up not buying anything!  The ‘take rate’ was 8-10%.  What men were interested in, as it turns out, is what products to use, and in what order – a very practical approach.  So without any changes to the packaging, ReD helped their client reorganize the shelf consistent with how men think about shaving – put oil on the beard, then apply shaving cream, then apply aftershave.  From that change alone, the take rate rose to 23%, simply by organizing the retail shelves in a way that is aligned with how men think about grooming and related retail products.

    In talking with Christian about their work at ReD Associates, I realized that what is most compelling about their work is that – while their focus is helping companies make significant, lasting change – they are not doing so by simply looking at their clients’ customers and the context in which they work, play, sleep … or make purchasing decisions.  In fact, what I found so compelling in the book was the commitment to understand the underlying discourse and culture at the client.  Only by deeply understanding both can they help make a bridge between the challenges their client is facing, and the outcome they’re ultimately seeking in the market.

    Looking inside

    In retrospect it is so obvious!  Deeply experiencing both the client and their customers becomes a critical success factor.  This was really interesting to me, because at ZS we do have rich, longstanding relationships with our clients, so we are capable of those kinds of insights.  Today we talk about the culture at our clients and how it might enable or prevent success in the endeavors we’re undertaking with them, but we’re not looking at their internal discourse in this way.  My conversation with Christian got me thinking about how we could do more of that, to enable us to achieve more meaningful change both within and on behalf of our clients.

    Both in the book and in our conversation, Christian described the work of Genevieve Bell at Intel.  She is a living legend in my intellectual circles due to the work she’s done there!  (You can read more about her here, and watch a YouTube video too, if you like.)  At Intel, Genevieve built a centralized research team whose goal was to provide the human and cultural understanding needed to imagine a future generation of micro-processors.   Over time, as the executive commitment to her approach grew, her team expanded and dispersed into the different divisions of the company.  They continue to play a significant role in shaping both technological futures at Intel, and social sciences’ understanding of technology and human behavior.  (There is, for example, a small team devoted to the study of the Quantified Self movement.)  What I have found the most interesting about Genevieve’s work is that she continues to reflect as a researcher about the culture of Intel, what makes it so, and what she and her team need to do to overcome or reshape that culture in order to drive change.

    In a similar fashion, in my dissertation I described my observations and experiences at a software company (SAP).  Over a number of years, I observed this massive (70K people), engineering-centric company try to shift to a more client-centric way of thinking and working.  I chronicled the ways in which employees became a locus for control to achieve those business goals, and how those changes affected the lives of employees (including myself).  In retrospect, I think that cultural backdrop played a significant role in enabling me to grow the User Experience team as quickly as I did. We were working on large scale business transformation and technology projects, so understanding employees and their needs was obvious to us – but was also consistent with the prevalent internal discourse at the time.

    Implications

    Since leaving SAP, I’ve spent the past four years getting to know ZS Associates.  I wrote about my initial impressions of ZS when I started.  Since my arrival, the company has continued to grow (from 2000 to 4000 people in four years), evolve, and change in ways that I was not sure were possible.  It’s easier to have a sense of a company as an organic, living, breathing thing when it is not so large!  And yet, even a small company gets stuck in it’s ways of thinking.

    I also discussed with Christian how many of his clients don’t want to change, or they fail to realize the full benefits of the insights brought to them by ReD.  I have had similar experiences.  Clients want our help, but when it comes time to let go of their deeply held beliefs, there are many times that they would prefer to do things in a way that is familiar, comfortable, safe … and wrong!

    ZS has been through a really interesting, self-reflexive period in the past year or so, and I hope it continues.  We’ve researched how we’re perceived in the market, and reflected on how we would like to be perceived.  And we’re gradually changing how we talk about ourselves – and even the kind of work we want to do – based on what we’ve learned.

    Christian said that one of the biggest challenges are companies who think of themselves as experts.  This is often the case in management consultancies, and ZS is no exception.  We are terrific at what we do in part because we have staff that are deeply knowledgeable about the healthcare ecosystem and its many players, disease states and related patient experiences, and even the intricacies of the data that drive those companies’ operations.  But Christian said to me that “expertise is the devil”.  Christian is relatively soft-spoken, so it was a pretty strongly worded opinion – I was shocked at first! But he went on to say that the only way to do this this work effectively is with a level of epistemological humility that is often hard to find in a management consulting context.

    And now that he said it and I see it, I can’t unsee it!  There are so many conversations around me where people are emphasizing their expertise to justify their perspective on one thing or another.  I admire and respect all the crazy smart and talented people I work with – it is part of what makes ZS great, after all!  But it also makes true dialogue a challenge, sometimes.  I find so many conversations are about building walls – “I’m an expert and this is my space, so let me tell you how it should be”, rather than bridges – “Oh wow, interesting, if we did this and that together, imagine how much more we could do for our client!”.  I do find it discouraging at times, especially in contrast to conversations with other social scientists and designers, who are so much more inherently curious and open and generative … and ultimately interested in a dialogue, rather than protecting a territory or an intellectual stance.  And I find myself justifying our unique value and expertise in the same way – explaining the scientific nature of UX through the ISO9241, our understanding of cognitive science, and more.

    As we continue to grow our research and design capabilities at ZS, I asked Christian for his thoughts on team composition, on the kinds of design skills he felt were the most valuable, and any feedback he had around methods or engagement model.  His experience is that the best work is largely research – “95% research and only 5% design”.  The management consultancies refer to the creative and design teams that they’ve acquired as ‘the ponytails’ – they are dismissed for their lack of business acumen, and their inability to contribute in a meaningful way to the analysis and transformation at hand.
    ux culture 2

    Although I have been at ZS for four years, our consulting capability is still in it’s infancy – we hired our first offshore team members in 2014, and our first onshore team members joined this year.  So as I prepare my plans for 2016, I have been reflecting on how we’ve done (great – demand is through the roof!), evaluating what we’re doing well, and identifying things we could do better going forward.  I now feel increased urgency to make sure that the growing number of people in my User Experience team and in other design roles at ZS aren’t marginalized as ‘ponytails’ in the future.  When my team met for a global All Hands meeting in August, one of the major themes that emerged from our discussions was the urgent need to do more user research to inform our work.  We’ve made lots of progress since my arrival four years ago, but we still have a long way to go.
    Through those conversations with my team, I realized that I didn’t face the same challenges at when I was building the UX team at SAP, perhaps because my first projects were research-based, and only later did I introduce design as a way to begin generating solutions.  In our projects today, ZS teams bring so much pre-existing knowledge to the problem space that it’s not clear to them how we could possibly discover anything new.  I have been working hard this year to educate about user-centered design in a way that will resonate … though with my new-found understanding about expertise, I’m not sure how successful I will be.  Our concern is that absent that empirical grounding, the user experience services are just well-executed design, informed only by our prior work in the space.  This is, frankly, not the work any of us want to be doing in the long run.

    grounded in research 2Thus,  User Experience teams’ engagement today (both in product and in consulting) with project teams does sometimes leave us feeling like ‘ponytails’, until they realize that we do have that business knowledge, and that we do much more than ‘make it look nice’.  Our clients and our project teams want design, they just don’t understand that good design is user-centered design, which requires research, not just design best practices.  Once they can see past their own expertise, they get it, but it seems to be harder to overcome those objections – both internally and externally – than it should be.

    In closing

    Christian said the only way to make progress with clients is to deeply, deeply understand the problem space, and to ensure you arrive at a rich and nuanced understanding together.  Only then can you have those thoughtful – and thought provoking – conversations that really enable you to drive business transformation.  There is no need for walls of rainbow-colored stickies, which are often paraded as a tribute to innovation that never actually takes place!  (There is a tragically hilarious chapter in his book on this.)  A deep conversation grounded in research and shared understanding will allow that moment of clarity to come, and for the path forward to emerge.

    The reality is that ethnographic methods are not impartial, and anyone who says they are impartial is doing it wrong!  When the research is done the right way and you effectively immerse yourself as a participant observer, you can’t help but develop empathy, and to feel some emotional investment in the outcomes of your work.  It is inherently messy.  As researchers, our own experience shapes what we say, hear, and reflect back into the analysis and synthesis process.  That is both the power and the challenge of the data collection and the work that follows.

    I have this vague sense that I’m not truly able to do our conversation or his ideas justice!  For me it was a really powerful conversation that reminded me of the value of an anthropological perspective, and the deep personal belief I have in those methods as a means for making meaningful change in the business context.  Christian suggested that I should keep a notebook so that I can begin to collect stories and reflect on ZS as a participant observer, as I once did at SAP.  And perhaps I will.

  • Lean & User Experience, again

    Lean & User Experience, again

    Reading Time: 6 minutesOver the years I’ve written a few posts about the relationship between Lean and User Experience.  But in looking back on those, I don’t feel like I ever did as thorough of a job as I would like in connecting the two domains.  So when I was asked last year to contribute to a new book called The Handbook of Business Anthropology, edited by Rita Denny and Patty Sunderland (who also wrote Doing Anthropology in Consumer Research).  I proposed a chapter about Lean and Agile, because I feel that these are two critical trends for user experience professionals to understand.  As I wrote in my chapter:

    Lean is a set of principles and practices developed with the goal of making businesses more effective. […] Agile software development practices (in which the focus is market-focused, incrementally-shippable software capabilities) complement Lean in numerous ways.  Both are ways of thinking about improving a company or a team in relationship to stakeholders and customers.  Each also focuses on iterative improvements, and empowering people executing the work to make it better.  However, Lean is bigger in focus than daily work processes, and provides a framework for organizational change that is not the focus of Agile.  Of course, in a small organization like a high-tech start-up, they might feel like one and the same thing.  But in a large enterprise, Lean will help to drive change in areas well beyond software development (customer support, marketing, etc.).

    After a lot of discussion (and heartache from me), I eventually dropped the Agile portion from the chapter in favor of a clear message I could deliver well in under 6500 words.  I will find a way to get my story about Agile (and about the synergies between Lean and Agile) out in the world at some point – maybe here!  But now that I’m done grieving the Agile portion, I can say with enthusiasm that I think the revised chapter focused on Lean is much stronger, and I’m thrilled to have a piece on it’s way to publication.

    As a sneak preview to the chapter, I’d like to share an earlier incarnation of the methods part of the chapter.  I hope will be of use to those who find themselves in a context where Lean ways of thinking and working are present!

    Lean Principles

    The five principles of Lean have been documented in numerous places (and represented in the image above), including the Lean Enterprise Institute and others.  Here they are:

    • Describe value from the end customer’s point of view.
    • Document the value stream.  Identify and eliminate activities (waste) that don’t create value for the customer.
    • Ensure the process flows smoothly towards the customer.
    • Enable customers to pull value from the next activity.
    • Pursue perfection.

    These simple guidelines have led to a wealth of practices that in many ways are consistent with a user-centered approach to research in a business setting.   In the next section, I outline a few of those practices, with a focus on those that are the most relevant to user experience and user research professionals.

    Lean Practices

    Although I have spent my career in the business world, I bring my anthropology training to bear on my work all the time.  I’ve always been a fan of diving into the deep end, watching and learning what people are doing before making recommendations of any kind.  I first came to appreciate Lean methodologies when I heard that managers are encouraged to genchi gembutsu, or ‘go see for yourself’.  This has also been described at ‘walking the shop floor’, which has a very manufacturing feel to it.

    The focus here is on observation, not participant observation in the traditional ethnographic sense.  But there is also no reason why a more engaged methodology could not be used.  This commitment to understand the daily lived experience of employees is so powerful, and absolutely aligned with a user-centered approach to evaluating problems and designing solutions!

    In reality, in large companies with a diverse range of work being done all over the world, it’s unlikely that a senior executive can effectively walk the shop floor of all his/her organizations on a regular basis.  Ethnographic researchers can serve as a proxy and an advisor to those executives, visiting various locations, sharing compelling or poignant research insights through various media, and recommending areas for possible improvement.  However in an environment where a Lean approach is pervasive, the role of a researcher is most effective if they are able to share package those insights using the language of Lean – for example, describing the findings in terms of flow, the seven types of waste, etc.

    Many teams practicing Lean have borrowed the Voice of the Customer methodology from Six Sigma.  This exercise involves articulating who the customers are for a given process or outcome, and then thinking through what would be the most valuable for them.

    In manufacturing terms, the value might be to deliver an item that was ordered on the date specified.  This may seem almost too obvious, but it’s extremely surprising how few people in the business world actually think about their day-to-day work in this way!  Many years ago I worked on a large-scale knowledge management project.  The team was struggling to define clear goals and plans.  With the help of a Lean coach, the team did a Voice of the Customer exercise and realized that they had three very different customer groups with different needs and expectations.  That exercise finally allowed the team to move forward with clarity and confidence in planning and communicating their work.

    This is not market or customer research per se.  Rather, the team uses their existing knowledge to focus improvement efforts.  However, their understanding could benefit from further refinement based on ethnographic or other research methods.  Even if the insights aren’t available at the outset of an improvement effort, the iterative nature of lean methodologies should enable insights to be incorporated as they become available.

    Value Stream Mapping (VSM) is another powerful tool in the Lean toolkit.  Do you know a qualitative researcher that doesn’t like whiteboard sessions or Post-its?  VSM is essentially a participatory design method, in which individuals engaged in a particular business process use a whiteboard or sticky notes to describe the steps of their process, and then identify and discuss areas of waste and possible improvement together.  This collaborative approach enables the team members to develop a common understanding of the challenges and opportunities they face in improving their work processes.

    In order to give the team focus and a sense of accomplishment, a Lean coach may the team focused on the problems that they can address on their own.  For example, they can’t change their management team!  In this case, what is not addressed during a VSM exercise may be just as valuable to a researcher for understanding the challenges at hand.  So for example, in one VSM exercise with an Operations team in India, all issues with the software they use were black-boxed, which is to say they were acknowledged but put aside, so that the team could focus on areas where they were able to effectuate change.  Although it might not be the right focus for a VSM working session, a researcher with a broader scope might be able to explore those issues in another way.

    The 5 Whys is a methodology in which the team seeks the root cause of a particular problem by asking a series of five increasingly penetrating questions.  Although you might feel like you have regressed to your days as a toddler by continually asking why, this is a very simple and powerful way to help a project team arrive at a root cause analysis, so that the team can understand and solve for the right problem(s).

    An example might be (1) Why are the managers in this department quitting at an usually high rate?  Because of work-life balance issues. (2) Why? Because in their exit interviews they complain of excessive evening work.  (3) Why? Because they are not able to complete their core work during business hours. (4) Why? Because they are constantly interrupted to generate specialized reports. (5) Why? Because they are the only ones with the system access and knowledge to run reports that are needed by other departments. At the end of this sequence, the team has arrived at a specific, solvable problem, making the reporting process more efficient.

    Although there are many other tools in the Lean toolkit, I did want to mention one last area that may of interest to researchers who find themselves in this context.  This is the idea of a 5S Visual Workplace.  The 5Ss once again come from the Japanese ( Seiri, Seiton, Seiso, Seiketsu, and Shitsuke), which are often translated as Sort, Straighten or Set-in-Order, Sweep or Shine, Standardize, and Sustain.  These are principles for making sense of and organizing the physical workspace.  Getting a walkthrough of such a space – or helping to create one – would be a powerful vehicle for understanding what is expected of workers in a given setting.

    In Closing

    I hope that you’ll have a look at The Handbook of Business Anthropology (and my chapter of course!) when it comes out.  In the complete version of the chapter you’ll learn more about the ways in which social scientists have contributed to an understanding of organizations, a brief history of the origins of Lean, two short case studies (that bring Lean and ethnographic methods together) from my tenure at SAP.

    In the meantime, though, I hope that this excerpt will help you understand the synergies that I’ve seen between Lean and user experience / user research / user-centered design!  I look forward to your questions and feedback in the comments.

  • Cultivating moral jazz

    Reading Time: 8 minutes

    Overview

    practical-wisdomA couple of years ago I was a member of Creative Good’s UX Councils, and I had a chance to hear Barry Schwartz present a keynote based on the insights from his book Practical Wisdom. He is also the author of bestseller Paradox of Choice. That presentation continues to inform my thinking and the connections I’m making to other ideas, so I thought I would recap some of the most influential elements here.

    When I heard him speak, Barry introduced his presentation by telling us that what prompted the book (co-authored with Ken Sharpe) was the sense that we had was that everything is at least a little bit broken. If we have children, we are dissatisfied with how they are being educated, and we think it’s because teachers don’t know and care about our kids enough. If we go to the doctor’s office, they meet with us for seven minutes with us and most of that time is spent looking at their laptop screens. But the reality is that the dis-satisfactions we feel as patients, parents, and clients are matched by the providers’ dissatisfaction. We think, for example, that lawyers care more about billable hours than making sure they are focused on the right services … but they have the highest suicide rate. So we really need to consider more holistically what is happening.

    When we sense that something is not right, we have draw on two tools to fix it – rules or incentives. Following the financial crisis everyone asked: How do we regulate the bankers? Or how can we create smarter incentives (by ensuring that what’s good for bankers is good for everyone)? Those are the only weapons or tools we have – sticks and carrots. We can certainly use better rules and incentives, but those are ultimately not enough. What we need is something else that is not discussed, and that is that we need virtue, character. We need people who want to do that right thing, and that know what that is. Aristotle called it Practical Wisdom.

    The goal of Barry’s talk was to:

    1. explain why we need virtue in general and practical wisdom in particular
    2. describe what practical wisdom is
    3. show that unwittingly we make things worse because we don’t cultivate wisdom
    4. encourage people to transform the institutions in which they work

    It is not enough to treat other people the way you want to be treated, but that is not the question. The real question is how does that person want to be treated?

    In Practice

    Wisdom is understanding when and how to make exceptions to the rule. It’s also about when and how to improve – it’s “moral jazz”. It’s about the ability to choose among virtues when they conflict. Sometimes you can’t be both honest and kind. And it’s not a rare event, it happens all the time. There is a right answer in every situation, but taking the perspective of another person and empathizing with them is extremely complicated. It is not enough to treat other people the way you want to be treated, but that is not the question. The real question is how does that person want to be treated? If you can ask that question and get an intelligible answer, it required perception, sensitivity, and knowledge of the other person. If you can achieve that understanding, then a wise person uses these moral skills in pursuit of the right aims – to serve and not to manipulate.

    In the book he talks about the War on Wisdom. He gave the example about Chicago teachers all following the same script about a book called The Bath for kindergartners. There was a 75 item script to read kids a 35 page picture book. The fear is if we let the teachers use their judgment, disastrous things will happen. So the goal of the script is to make the reading of this book judgment-proof for teachers – but in protecting from disaster it also constrains innovation. It deprives people the opportunity to learn from experience and truly consider what a child needs at a particular moment in the day.

    Teachers are not interested in teaching kids if the goal is incentives. Teaching kids to do well on tests breaks any commitment to true learning. Teachers will eventually ignore the kids that will very well or very poorly, and focus on the kids on the bubble. This is not why teachers became teachers, but the incentives of No Child Left Behind motivate this kind of behavior. It de-moralizes professional activity and it demoralizes the teachers. More deeply, it also de-moralizes the practice itself – under these conditions, teaching no longer has moral significance and value. It becomes about salary and bonus, and it creates addiction around incentives. Withdrawal requires another dose. Getting teachers to do anything about anything will require another incentive.

    Schwartz relayed details about a study of hospital custodians by someone at Yale. Custodians are at the bottom of the food chain, they are essentially invisible. They have a long list of official job duties and related duties. But the good ones know when do to what’s not written in the job description. In one case there were family members sleeping in a visitors lounge at the moment he was supposed to be cleaning, so he came back later. In another story, a custodian cleaned a patient’s room a second time (the father hadn’t seen the first cleaning) so the father could feel that his son in a coma was being cared for. Behavior like this makes patients and their families feel better, and it improves patient care. There is nothing in the official job description or list of work tasks that involves interaction or working with another human being in any way – they could be working in a mortuary! But through their work they were also providing treatment and easing concern for hospital patients and their families.

    A custodian will tell you that they are trained in 20 minutes. But real care requires experience, training, and time. The kinds of interactions that are valued are care, kindness, empathy … but their job descriptions don’t cover that. They have the will to do right by other people, and they have the skill to determine what doing right requires. This is consistent with Aristotle. Will without skill is a loose cannon, and skill without will may use their skills to further their own self-interest. The wise person knows how to make the exception for every rule.

    In another example, Schwartz described a situation where doctors had to figure out how to substantially reduce patient costs in a low-income patient group. This group of patients were costing several hundred thousand dollars a year, so the medical professionals looked for ways to reduce their use of medical services. The recommendations are obvious – the patients were overweight, smoking, eating fried chicken. But the doctors realized it wasn’t the lack of knowledge about making those changes. The critical thing is was to get patients to do things that serve their long term interests. They accomplished that goal by developing a relationship between caregivers and their patients. They focused on hiring employees that know how to talk to people, and then taught them what they needed to know to provide accurate recommendations for the patients. In this way the medical facility reduced patient services by 50% and made their patients healthier. In a society like ours we have solved acute disease. But we don’t know how to solve chronic disease, and it’s a growing concern. This is a unique problem for affluent society, and it requires being managed not cured by the patient. We need to treat patients as people in order to do that.

    Schwartz also provided a really powerful example from an Israeli daycare center about how ‘smart’ incentives can backfire. Parents were coming later and later, so the Director was exasperated and started to fine them. Basically, it created a negative incentive on lateness. Unfortunately, the outcome was that lateness actually went up, because people felt it was worth it – the cost for those 15 minutes was worth it! The fine was simply the price for coming twenty minutes late. The Director was trying to say that the fine is not a price, but the only way to have it be effective would have been to make it a capital offense to come late. And then the Director gave up, and lateness went up even further – because it was an even better deal! In summary, prior to putting the fine in place, parents had an obligation to the daycare staff to follow the rules. Once the Director gave them a second rule, it undermined the first one, leaving nothing except a calculation of cost and benefits. There was no moral obligation. The lesson learned here is that financial incentives encourage people to calculate relative costs and benefits, and not think about what is right.

    The reality is that if people have jobs in which the primary objective is to make money (investors, for example), it’s nearly impossible to focus on morality. They get out of bed and go to work every day to make money. It’s not about greed per se, it’s the goal of their job. Until the goal of that work changes, there is no incentive that’s going to result in a meaningful change in behavior.

    Implications for Customer Experience

    Schwartz then tied this back to his Creative Good UX Councils audience. He asked (rhetorically): is bad customer experience bad for business? Yes, but that’s not good enough. Is bad customer experience bad for customers? That’s better. You have to be interested in the welfare of the people you serve. Is it bad for the employees, too? That is why customer experience matters. Business, customers, as well as you and your colleagues suffer. It becomes something you tell your children avoid. Following scripts and chasing incentives is not how most people want to work.

    What can we do?  Not more courses on ethics! They are a waste of breath and money and faculty and student time. When you ghetto-ize these issues into a course, you imply that no-one really cares. Ethics needs to be infused in the day to day practices of how people work. If attending physicians treat patients with disrespect, interns will learn the same. Provide the example! The truth of the matter is that we are all teachers of somebody, and we are teaching all the time; students learn more from teachers in between lessons. The kind of examples that we set is going to be the real ethics course.

    There are some positive examples of reorienting training and education to nurture wisdom. Research has shown that medical students have maximum empathy for students on the first day of medical school, and it declines from there. Emotions don’t always cloud judgement. At Harvard Medical School students see someone over the course of the year. They get to know the person and their circumstances, the complications that make it impossible to find the straightforward answer. As a result, those physicians in training people stop treating diseases and start treating people. They learn by watching their mentors and their fellow students behave in the same way. in this way the culture of medical education and treatment has changed. Some might ask if we can afford it. But Schwartz asks … can we afford not to? The current approach to medical care is not affordable or sustainable, so something has to change.

    The exercise of taking executive stakeholders out for fieldwork is a wonderful way to create shared understanding, build empathy, and make more people-centered decisions as a project team!

    People who do the right thing cultivate both character and wisdom. Work is more satisfying and meaningful and relationships with other people will be more satisfying and meaningful. What makes people happy? What we now know with reasonable certainty is (1) meaningful engaged work and (2) close relationships with people. That means that if you can get organizations to change the mindset and cultivate wisdom, they will help business and customers … but they will also be happier. The reason for optimism is to imagine that it would be self-sustaining, and that all levels of the organization could operate with the same level of thoughtfulness and empathy as the wise janitor.

    Learn More

    Barry Schwartz is the Dorwin P. Cartwright Profess of Social Theory at Swarthmore.  You can watch his videos on TED and the Gel conference websites.

  • Picked

    Picked

    Reading Time: 8 minutesI can’t believe it’s been almost six months since I started my  job at ZS Associates outside of Chicago.  Where has the time gone?!  At least a half a dozen times I have started a post about what work is like and how different it is than what I was doing before.  But in reality, our move from the Philadelphia area to Chicagoland has had such a huge impact on our lives that it’s been hard to step back and reflect.  With the exception of Christmas, today is only my second vacation day since I started at ZS.  I spent yesterday at Legoland with my oldest, and today I’m using the time to catch up on … well, the whole rest of my life!

    When I try to distill what the changes have meant for me on the work front, what I keep coming back to is the pleasure of being picked.  I chose my boss and he chose me, so there is plenty of mutual appreciation and respect.  I spent most of my career at SAP as a hand-me-down, and it’s just not the same as a mutual selection process where both people are appreciative and highly cognizant of the fact that there were other choices.  And I really enjoy being valued!  I think sometimes when you’ve been in one place for so long, people do take you, your energy, your talents for granted.  As much as I enjoyed working at SAP and I loved the team I left behind, I don’t think I was really valued and appreciated in the same way that I am now.

    I have made about half of my new hires for the year, and I’m enjoying the process of building a team.  At the same time I remain super aware of what it is like for all the people working for me that I inherited.  I don’t pretend to know them well, or to understand what makes them tick … or to presume that they enjoy working for me.  I know all too well what’s it’s like to be a misunderstood hand-me-down.  The mutual appreciation and respect will (hopefully) emerge over time.  In the meantime, I am doing my best to make sure that members of my team don’t feel alienated by my arrival.

    So, the change is good, but it is not easy by any stretch of the imagination!  The transition for my family  (into a new house, new neighborhood, new schools) is one thing.  And the new job is interesting and good.  But what continues to amaze me is how different the work culture is.  I frequently joke that I’m spending as much time unlearning as I am learning …

    • The two founders (Andy and Prabha) started ZS as an extension of their research and consulting work at Northwestern.  There is a strong spirit of intellectual curiosity, appreciation for the exchange of ideas, while at the same time a strong orientation to our clients (mostly pharmaceutical and medical device companies).
    • ZS headquarters are in Evanston, and our offices are in a building that belongs to the University.  Evanston is a city of 70K, but the area right around the university is very pretty, walkable, and lively.  There are lots of good places to eat, and the people watching is good too.  It was unseasonably warm a few weeks ago, and when I sent a spontaneous note to everyone in our team, I was able to get about 15 people to grab lunch and go sit on the shore of Lake Michigan for lunch. It was beautiful and fun!  SAP’s U.S. headquarters were on a beautiful, 350-acre campus, and in the Spring and Summer people often walked or ran on the trails around campus.  But we had to carpool to have an offsite lunch, which just isn’t the same!
    • The organization is a democracy.  The most critical company decisions are made by a select group of individuals who have earned partnership status in the firm due to their tenure and their contributions.  The Managing Director is elected by the employees.  The profits are re-invested and/or shared with employees, and when money is tight, the most senior people take  bigger financial hit, because they recognize the leadership and management is their responsibility.  I knew that being privately held would make a difference, but it’s been super interesting to see how it plays out in practice.  The only real downside I can see is that there is sometimes the need for a lot of lateral alignment before things can get done, and for someone new to the organization, it can be hard to discern who the actual decision-maker is (or if there even is one!).
    • My boss is a Principal and the Chief Technology Officer.  I can’t say enough what a pleasure it is to work for someone who is senior, seasoned, calm and understands the value and discipline of User Experience.  Oftentimes when I describe a problem, he’s able to use his experience to deduce what the root cause might be … which in most cases is consistent with my assumptions as well.  His experience at both Intuit (where he ran the Turbo Tax division) and Claris (which is/was the software division of Apple) have given him exposure best practices that we’re trying to bring to ZS.
    • The company is about 2000 employees, and there are about 120 of us in the Software Development (SD) group.  I really enjoy being around developers!   The individuals I’ve worked with so far are logical, calm, thoughtful, practical, easy to work with.  The men on my paternal side were engineers and scientists, so maybe it’s just familiar and comfortable … who knows!    I do know that (with the exception of situations where we have productive systems down) there are very few fire-drills.  I am sure that is not quite the same on the consulting side, but at least in SD we have a sense of urgency but very few emergencies.  As our product management organization gets more mature, I think it will become even more that way, since we’ll have a long-term, shared understanding of our goals and plenty of time to get prepared and manage expectations.
    • At least in part, that predictability comes from our growing commitment to work in an Agile way.  We have four main solution areas, and those development teams are at varying degrees of maturity around their use of Agile methods and processes.  The teams that are fully committed to it are doing well – both in terms of team spirit and their achievements.  And the other teams are trying.  Although there some challenges in bringing User Experience and Agile together (more about that in another post), in general I feel like Agile creates a healthy, positive climate for the developers (who represent the majority of the organization).
    • The composition of my team is also different.   When I arrived, I was given responsibility for managing several designers and front-end developers.  There were no researchers on staff (those are the positions I’m hiring for now).  At different points in my career at SAP, I managed an operations staff in Bangalore and in our U.S. offices, Solution Architects and Technical Analysts, Program Managers, and User Experience professionals.  I really miss having experienced program and project managers on staff!  But what I am getting into and enjoying is the management of experienced front-end developers, and in particular how it’s deepening my understanding of what it takes to make good user experience real.  In the end, that was one of my hopes in taking this job, so I’m really enjoying that aspect of my new role.
    • The layout of the office is very different.  We have a kitchenette (which we share with other departments on the same floor), including a refrigerator, microwaves, dishwasher, dishes and silverware.  The company supplies hot and cold cereal, milk, coffee, and an assortment of Snapple.  There is no cafeteria but there is such a nice selection of places to eat in Evanston that it’s just not necessary.  The main part of our floor is an open area with windows along one wall, where the developers sit in pods.  There are also a couple of tables and small seating areas where people sit together at lunchtime to talk, play Magic the Gathering, or board games.  There is a fair amount of interaction, but when they are deep in their own work, many of them work with headsets on, staring intently at their three (yes, three) monitors.   As people get more senior, they earn spots closer to the windows, shared offices, and eventually private offices.  A very few people (myself included) have private offices with windows.  I love love love having an office!  It’s the first time in my career, and I feel extremely lucky to have this beautiful space with three windows, a giant whiteboard (to the left off the frame in the photo below), and the ability to close my door when I don’t want to be interrupted.

    • One of the other things that is so different for me is having almost everyone I need to work with within a short walk of my office.  I will eventually have more members of my team in Pune, India, but for now everyone that works for me is based in Evanston, and we all come into the office five days a week.  Because there is just a little less craziness than in my old job, I have breaks in my schedule that enable me to walk around, stop in and talk to team members, and interact with many other members of the team.  That is so different fro my last team at SAP, where the majority of the organization was in Germany and/or India.  The U.S. team was a satellite team, and people worked remotely to varying degrees (somewhere between three and five days a week).  I did my share of complaining about the cubicles, and since a lot of my time in the office was spent in one-on-ones or team meetings, I spent almost all my time in the office in a conference room.  The upside of that was almost everyone that worked for me was in the office on the same cubicle row.  It was easy to check in with people in the morning, to spontaneously exchange ideas or see who wanted to grab a coffee or lunch.  So, I did see the benefits of that layout and I miss it to some degree because there is virtually no unplanned interaction with members of my team.  And, in reality the offices are not that quiet.  There is a fair amount of activity in the hallways and nearby conference rooms, and the walls are thin enough that if you really want to tune out the noise you have to listen to music.  Which I have been doing a fair amount at work, and I’m really enjoying it!
    • One of the side effects of both the pace and the co-location is that I have almost completely stopped using my Blackberry. I do use it to monitor email if I’m away from my desk for a few hours or out of the office for some reason, but it almost never rings for work, and I’m not chained to it the way I was before.  In fact, sometimes I forget to charge it because I have so little need for it!  In the past it was ringing all the time, and I had to keep abreast of email.  I also used it while I was in transit to handle issues with India and Germany (during my commute in) and with California (during my commute home).  As I and my team interact more with the consulting organization and with our end-user community, I’m sure that will change.  And of course as my team grows I’ll likely get busier and busier.

    In the meantime, I am really enjoying my new role and the organization.  I also really appreciate the fact that it leaves me with energy and enthusiasm for my life outside of work, including my family and my hobbies.  At the office I’m working on new challenges with interesting people, and at a pace that allows me to be thoughtful and thorough about solving the problems in front of me.  I am looking forward to sharing more with you about my work and our current projects going forward!

  • Forget willpower

    Reading Time: 3 minutesAs people start the traditional making and breaking of New Year’s resolutions, willpower seems to be at top of mind for many.  I have been ruminating on what I want to accomplish this year, and how I’ll put the right steps in place to get there.  I’m sure many of you have been doing the same!  But I dislike making resolutions just because it’s January, and I really dislike pretending that something is going to change unless I am really sure I can establish and execute on an plan.  Corporate training meets real life, I guess!

    So when one of my ZS colleagues posted on an internal community about 3 Tiny Habits research that was discussed on NPR, my curiosity was piqued.   The project is being conducted by Stanford professor and industry consultant BJ Fogg, and on one of the Slideshare.net presentations he developed with his students, the first of the top ten mistakes in behavioral change is “relying on willpower for long-term change”.  In an article on QUEST (a multimedia science series and website), Dr. Fogg says that we are much better off trying to make small changes rather than sweeping adjustments in our lives.  Part of the reason appears to be that making small changes forces us to be more specific both about what we are trying to do and how we need to adjust our behavior.  The example that Fogg provides in the article is that he plays a specific chord sequence on his ukelele.  He leaves the instrument in a place that is visible and accessible to him so that he is reminded of the behavioral change he is trying to achieve.

    This perspective is consistent with other things I’ve heard in the past:

    • The first is by my favorite blogger Jonah Lehrer, who researches and writes at the intersection of neuroscience and social sciences.  His most recent post is called The Willpower Trick, and he says that “willpower is really about properly directing the spotlight of attention, learning how to control that short list of thoughts in working memory”, which is a different perspective but nonetheless consistent with the 3 Tiny Habits approach.   He provides the example of the infamous Marshmallow Study, which showed that kids who were most effective in resisting the temptation to eat a marshmallow (in favor of two later), were those who actually tried to do or think about something else during the testing window.  If you’re interested in a quick summary of his book How We Decide, you can read a summary of the webinar I attended.
    • Michael Idinopulos is a social media strategist whose work I was exposed to a few years ago.  He argues that people are more likely to engage with technologies that fit ‘in the flow’ of how they work.  It seems to me that the idea of having the ukelele close at hand takes that approach to some degree.

    One person pointed out that personal changes are not unlike corporate Change Management initiatives, and I would agree – have a clear plan, get people on board, measure what you manage, and provide specific, direct guidance to keep people on the trajectory you’ve established.  Since corporations are essentially comprised of people, it’s not terribly surprising that we struggle with change management much as we struggle to keep New Year’s resolutions.

    But one option appears to be starting a Tiny Habit or three.  Not sure yet if I can commit myself 100% to the approach, since I’m not sure what incremental adjustments I can make.  Fogg talks about the act of flossing one tooth, which you can incorporate into the flow of your bathroom routine, and over time, you floss more and more until  you’ve established a new habit which includes all your teeth (hopefully you still have some by the time you get there).  So … should I commit to putting on workout clothes 3-5 times a week, even if I never make it to the treadmill?  Not sure yet!  But if you think that the 3 Tiny Habits program could be for you, here is a page to get you started with his program.

    Happy flossing!

  • User Experience & Lean

    Reading Time: 3 minutesOver the past few years I’ve written a few times about SAP’s internal transformation efforts.  We just pre-announced record Q2 results yesterday (35%+ growth in all regions – go SAP!), and so I thought it fitting to return to the topics of growth and change and talk a little bit about the good things that are happening internally both with my User Experience team and with Lean.

    I have been on a multi-year journey to bring the discipline of User Experience to the operational practices of SAP.  I finished my PhD in Anthropology in 2004, and I wanted to bring that social sciences perspective together with my work in Business Operations.  I’ve written at some length about that elsewhere, but the short version of the story is that I hired my first User Experience resource (an Information Architect) in 2005.   At the time my team was based in Sales Operations, so we were focused on sales processes and tools, and in general on topics which drive the top line (especially software license revenue).  Over the years, I continued to grow the UX team, and the organization I worked in was restructured into a new central Business Operations function with a focus on driving margin improvements for the company.  So, with that re-org, our focus shifted from sales-related processes and tools to those that impact a large number of employees.

    During the same period, SAP has continued to focus on bringing a Lean approach to our internal process improvements.  The User Experience team has been asked to support the collection of insights and recommendations to drive the optimization of those processes.  In the past few years I have written about those developments (here and here), so I won’t revisit that material again here.  In retrospect, those posts were very detailed and focused on what was happening with my team at the time.  In re-reading those posts, I realized that I could afford to be more simple and clear about the synergies between User Experience and Lean.

    It’s pretty straightforward, actually.  Similar to Total Quality Management (TQM), Business Process Re-engineering (BPR), and Six Sigma, Lean is focused on streamlining of processes.  The outcome is reduction of waste in many forms – like waiting time, for example.  However, by focusing on the customer and their experience as a starting point, Lean in particular offers some very interesting synergies with User Experience, as evidenced by the 5 Principles of Lean Thinking, which are often depicted in a circle representing a continuous improvement cycle:

    • Specify what creates value from the customers perspective
    • Identify all steps across the whole value stream and eliminate waste
    • Make those actions that create value flow
    • Only make what is pulled by the customer just-in-time
    • Strive for perfection by continually removing successive layers of waste

    So Lean focuses first on process improvements that touch the customer – consistent with a user-centered design approach!  One of the main pieces of advice for managers striving to implement Lean is to ‘walk the shop floor’.  However, in an organization the size of SAP (and with knowledge workers instead of employees in manufacturing), it is often difficult for managers to effectively shadow people in their organization.  We have been asked to help SAP by providing transparency for senior management into some key job functions through our User Experience ‘shadowing’ service.

    So, we’re hiring!  When we’ve had growth spurts in the past, we’ve typically experienced that the demand for user research hits first, followed by the need for information architecture and design support.  This time is no exception.  We’re looking for user researchers with a strong history of working in a demanding and fast-paced business context.  Strong candidates will demonstrate experience in conducting qualitative and quantitative studies, and the ability to communicate to business stakeholders, technical resources, and other team members.  If you’re interested, you can learn more about the open positions through the anthrodesign or PhillyCHI communities, or by contacting me directly at my work email address – natalie dot hanson at sap dot com.  I hope to hear from you!