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Design Methods for
Synthesis & Ideation


Service Jam LA 2013 // Christina Tran
SERVICE DESIGN METHODS




Doing, not talking.
Showing, not telling.
Processes, not artifacts.
//Service Design Phases

Research, Ideation & Prototyping



      ETHNOGRAPHIC                  DEEP DIVE &            DESIGN DEVELOPMENT
      RESEARCH                      IDEA GENERATION        & PROTOYPING



•   Culture Hunt           •   Customer Journey Map   •   Desktop Walk-throughs
•   Interviews             •   Personas               •   Mock-ups
•   Shadowing              •   Service Blueprint      •   Role Play
•   System Maps            •   Storyboarding          •   Testing
PERSONAS

WHAT?
Fictional profiles
WHY?
Empathy. Design around a real
user & real motivations.
HOW?
Design research » Create
characters with real-life
backgrounds, details, & quotes.


IMAGE CREDITS: (Top) Engine Group; (Center) http://uxmag.com/articles/using-proto-personas-for-executive-alignment;
(Bottom) Team One
STORYBOARDS

WHAT?
Hypothetical stories told with
pictures & words
WHY?
Walk your personas thru many
scenarios. Lots of ideas—fast!                                                                    Design Ignites Change
                                                                                                  Implementation Award Application




HOW?                                                         How Nudge works
                                                             Nudge is an online platform that community health organizations can use to




“What if...?” “How might...?”
                                                             communicate with their patients. Gary has been HIV positive for two years
                                                             and has been doing well when he follows his treatment plan consistently.

                                                             1   Because of a spike in his viral load,
                                                                 Gary’s care provider Dr. Ring is worried




Identify a goal for your persona.
                                                                 he’s been missing doses of his medica-
                                                                 tion. They agree to try a different pill
                                                                 schedule to accommodate his night-owl
                                                                 tendencies and to set up reminder text
                                                                 messages through Nudge.




Start with a list of steps.                                  2   Gary is concerned that his friends who
                                                                 don’t know his status might see the                     Knock knock




Don’t be afraid to draw!
                                                                 messages and guess he is HIV positive,                  Time to rock.
                                                                 so Dr. Ring helps him customize the
                                                                 reminders he’ll be receiving daily.                     01:00 PM




IMAGE CREDITS: (Top) AC4D; (Center & Bottom) Patient Nudge   3   Gary also receives check-in messages
                                                                 inquiring about side effects. He replies
                                                                 that he’s been experiencing rashes.
                                                                 Dr. Ring follows up to remind him of
                                                                 the importance of keeping up with his
                                                                 meds and coaches him on what to tell
                                                                 friends if they ask about the rashes.
CUSTOMER JOURNEY MAP

WHAT?
Map of a user experience across
touchpoints, channels, & time
WHY?
A visual overview helps you                                                                               Rail Europe Experience Map


identify pain points & opp areas.                                                                         Guiding Principles

                                                                                                           People choose rail travel because it is
                                                                                                           convenient, easy, and flexible.
                                                                                                                                                                                               Rail booking is only one part of people’s larger
                                                                                                                                                                                               travel process.
                                                                                                                                                                                                                                                                                               People build their travel plans over ti



                                                                                                          Customer Journey

HOW?                                                                                                       STAGES          Research & Planning                                            Shopping                                                   Booking                                                Post-Booking, Pre-Travel




Use research to identify all
                                                                                                                                                                                                           Enter trips             Review fares     Confirm        Delivery      Payment       Review &
                                                                                                           RAIL EUROPE                    Research destinations, routes and products                                                                                                                                Wait for paper tickets to arrive
                                                                                                                                                                                                                        Select pass(es)             itinerary     options       options        confirm



                                                                                                                                           Destination                    Look up
                                                                                                                                             pages                                                                                                                                                                                 Change      Check ticket
                                                                                                                                                                        time tables                                                                                                                                                 plans        status




touchpoints where users                                                                                                               Plan with
                                                                                                                                  interactive map
                                                                                                                                                     raileurope.com
                                                                                                                                                                       Map itinerary
                                                                                                                                                                       (finding pass)
                                                                                                                                                                                                                Live chat for
                                                                                                                                                                                                                 questions




                                                                                                                                                                                                                                                                      May call if




interact with your service. Map a
                                                                                                           DOING
                                                                                                                                                                                                                                                                      difficulties
                                                                                                                                                                                                                                                                        occur
                                                                                                                                                                               Blogs &                   Kayak,
                                                                                                                                                                             Travel sites               compare                                                                                                  Print e-tickets
                                                                                                                                                                                                         airfare                                                                                                    at home                 Paper tickets
                                                                                                                                                                                             Web                                                                                                                                            arrive in mail




persona’s journey toward a goal.
                                                                                                                                  Talk with
                                                                                                                                                                            Google                        Research
                                                                                                                                   friends
                                                                                                                                                                           searches                        hotels



                                                                                                                           • What is the easiest way to get around Europe?              • I want to get the best price, but I’m willing to pay a   • Do I have all the tickets, passes and reservations   • Do I have everything I need?
                                                                                                                           • Where do I want to go?                                       little more for first class.                                 I need in this booking so I don’t pay more          • Rail Europe website was easy and friendly, but
                                                                                                           THINKING        • How much time should I/we spend in each                    • How much will my whole trip cost me? What are my            shipping?                                             when an issue came up, I couldn’t get help.
                                                                                                                              place for site seeing and activities?                       trade-offs?                                              • Rail Europe is not answering the phone. How
                                                                                                                                                                                        • Are there other activities I can add to my plan?                                                                • What will I do if my tickets don’t arrive in time?
                                                                                                                                                                                                                                                      else can I get my question answered?



IMAGE CREDITS: (Top) Mad Pow; (Center) HourSchool; (Bottom) Adaptive Path - http://www.uie.com/articles/experience_map/Europe!
                                                                                                               • I’m excited to go to                                                   • It’s hard to trust Trip Advisor. Everyone is             • Website experience is easy and friendly!             • Stressed that I’m about to leave the country
                                                                                                                           • Will I be able to see everything I can?                      so negative.                                             • Frustrated to not know sooner about which              and Rail Europe won’t answer the phone.
                                                                                                           FEELING         • What if I can’t afford this?                               • Keeping track of all the different products                 tickets are eTickets and which are paper tickets.   • Frustrated that Rail Europe won’t ship tickets
                                                                                                                           • I don’t want to make the wrong choice.                       is confusing.                                               Not sure my tickets will arrive in time.              to Europe.
                                                                                                                                                                                        • Am I sure this is the trip I want to take?
                                                                                                                                                                                                                                                                                                          • Happy to receive my tickets in the mail!


                                                                                                                           Enjoyability                                                Enjoyability                                                Enjoyability                                           Enjoyability

                                                                                                           EXPERIENCE      Relevance of Rail Europe                                    Relevance of Rail Europe                                    Relevance of Rail Europe                               Relevance of Rail Europe
SERVICE BLUEPRINT

WHAT?
Chart of all aspects in a service
WHY?
A look at all stakeholder roles.
Gives enough details that
someone could implement it.
HOW?
Start with the customer journey.
Chart the physical evidence,
on-stage actions, back-of-stage
actions, and support processes.
IMAGE CREDITS: (Top) CEDIM / Photo by Edith Valle; (Bottom) Adaptive Path
RESOURCES

BOOK
This is Service Design Thinking
SITE
www.servicedesigntools.org
MORE!
Check out the resource list we’ve compiled on
www.servicedesignjam.org

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Service Design Methods

  • 1. Design Methods for Synthesis & Ideation Service Jam LA 2013 // Christina Tran
  • 2. SERVICE DESIGN METHODS Doing, not talking. Showing, not telling. Processes, not artifacts.
  • 3. //Service Design Phases Research, Ideation & Prototyping ETHNOGRAPHIC DEEP DIVE & DESIGN DEVELOPMENT RESEARCH IDEA GENERATION & PROTOYPING • Culture Hunt • Customer Journey Map • Desktop Walk-throughs • Interviews • Personas • Mock-ups • Shadowing • Service Blueprint • Role Play • System Maps • Storyboarding • Testing
  • 4. PERSONAS WHAT? Fictional profiles WHY? Empathy. Design around a real user & real motivations. HOW? Design research » Create characters with real-life backgrounds, details, & quotes. IMAGE CREDITS: (Top) Engine Group; (Center) http://uxmag.com/articles/using-proto-personas-for-executive-alignment; (Bottom) Team One
  • 5. STORYBOARDS WHAT? Hypothetical stories told with pictures & words WHY? Walk your personas thru many scenarios. Lots of ideas—fast! Design Ignites Change Implementation Award Application HOW? How Nudge works Nudge is an online platform that community health organizations can use to “What if...?” “How might...?” communicate with their patients. Gary has been HIV positive for two years and has been doing well when he follows his treatment plan consistently. 1 Because of a spike in his viral load, Gary’s care provider Dr. Ring is worried Identify a goal for your persona. he’s been missing doses of his medica- tion. They agree to try a different pill schedule to accommodate his night-owl tendencies and to set up reminder text messages through Nudge. Start with a list of steps. 2 Gary is concerned that his friends who don’t know his status might see the Knock knock Don’t be afraid to draw! messages and guess he is HIV positive, Time to rock. so Dr. Ring helps him customize the reminders he’ll be receiving daily. 01:00 PM IMAGE CREDITS: (Top) AC4D; (Center & Bottom) Patient Nudge 3 Gary also receives check-in messages inquiring about side effects. He replies that he’s been experiencing rashes. Dr. Ring follows up to remind him of the importance of keeping up with his meds and coaches him on what to tell friends if they ask about the rashes.
  • 6. CUSTOMER JOURNEY MAP WHAT? Map of a user experience across touchpoints, channels, & time WHY? A visual overview helps you Rail Europe Experience Map identify pain points & opp areas. Guiding Principles People choose rail travel because it is convenient, easy, and flexible. Rail booking is only one part of people’s larger travel process. People build their travel plans over ti Customer Journey HOW? STAGES Research & Planning Shopping Booking Post-Booking, Pre-Travel Use research to identify all Enter trips Review fares Confirm Delivery Payment Review & RAIL EUROPE Research destinations, routes and products Wait for paper tickets to arrive Select pass(es) itinerary options options confirm Destination Look up pages Change Check ticket time tables plans status touchpoints where users Plan with interactive map raileurope.com Map itinerary (finding pass) Live chat for questions May call if interact with your service. Map a DOING difficulties occur Blogs & Kayak, Travel sites compare Print e-tickets airfare at home Paper tickets Web arrive in mail persona’s journey toward a goal. Talk with Google Research friends searches hotels • What is the easiest way to get around Europe? • I want to get the best price, but I’m willing to pay a • Do I have all the tickets, passes and reservations • Do I have everything I need? • Where do I want to go? little more for first class. I need in this booking so I don’t pay more • Rail Europe website was easy and friendly, but THINKING • How much time should I/we spend in each • How much will my whole trip cost me? What are my shipping? when an issue came up, I couldn’t get help. place for site seeing and activities? trade-offs? • Rail Europe is not answering the phone. How • Are there other activities I can add to my plan? • What will I do if my tickets don’t arrive in time? else can I get my question answered? IMAGE CREDITS: (Top) Mad Pow; (Center) HourSchool; (Bottom) Adaptive Path - http://www.uie.com/articles/experience_map/Europe! • I’m excited to go to • It’s hard to trust Trip Advisor. Everyone is • Website experience is easy and friendly! • Stressed that I’m about to leave the country • Will I be able to see everything I can? so negative. • Frustrated to not know sooner about which and Rail Europe won’t answer the phone. FEELING • What if I can’t afford this? • Keeping track of all the different products tickets are eTickets and which are paper tickets. • Frustrated that Rail Europe won’t ship tickets • I don’t want to make the wrong choice. is confusing. Not sure my tickets will arrive in time. to Europe. • Am I sure this is the trip I want to take? • Happy to receive my tickets in the mail! Enjoyability Enjoyability Enjoyability Enjoyability EXPERIENCE Relevance of Rail Europe Relevance of Rail Europe Relevance of Rail Europe Relevance of Rail Europe
  • 7. SERVICE BLUEPRINT WHAT? Chart of all aspects in a service WHY? A look at all stakeholder roles. Gives enough details that someone could implement it. HOW? Start with the customer journey. Chart the physical evidence, on-stage actions, back-of-stage actions, and support processes. IMAGE CREDITS: (Top) CEDIM / Photo by Edith Valle; (Bottom) Adaptive Path
  • 8. RESOURCES BOOK This is Service Design Thinking SITE www.servicedesigntools.org MORE! Check out the resource list we’ve compiled on www.servicedesignjam.org