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Beyond Milkshakes: Using JTBD for
Innovation & Product Design
Who are we?
Natalia Rey - Product
Designer
Matt Godfrey - Head of
Product Design
What we’re not going to talk about...
A little bit of
background...
“Customers don’t want
your product or what it
does; they want help
making their lives better.”
Alan Klement
What is a Job?
What is a Job?
What I’m buying: A better
nights sleep so I can focus
& be more productive.
What I’m sold: A ‘Gro
Clock’...then a sleep
tracker...then?
Customer: Matt, a busy
dad of two with kids on a
different body clock!
+ =
Where I am now Where I want to
be
Situations
Key Principles of JTBD
1. Outcome focused
What customers want to achieve vs.
the tasks or activities they currently do.
2. Solution agnostic
Rooted in better analysis of the full
problem-space vs. solution-space.
3. Stable over time
Whilst situations, technology and
expectations change, jobs are stable.
4. Functional, social & emotional
A single job comprises of functional,
social and emotional components.
Key Influencers
Anthony Ulwick -
Outcome Driven
Innovation
Alan Klement:
The Job Story
Bob Moesta et
al: The Switch
Interview
Clayton
Christensen:
Theory of
Progress
Jobs-as-Progress Jobs-as-Activities
Why did we hire
JTBD?
Reasons for switching
Why we hired: The Pushes
Connect research with strategy
Limited understanding of customers and
their goals compromised our ability to
identify and articulate new, potentially
more valuable opportunities.
Why we hired: The Pushes
Point tool vs. Solution mindset
Mindset of designing for point tools,
when customers are actually looking for
solutions that might enable them to
accomplish their bigger goals.
Why we hired: The Pulls
Get to the primary ‘why?’
JTBD promises a way to understand what
customers are really trying to achieve.
The underlying motivation and struggle
that caused them to buy (hire) our
products.
Why we hired: The Pulls
Higher order of analysis
JTBD provides a top-down, outcome-
centric approach to design and
innovation. The job (rather than your
product) is the unit of analysis.
Why we hired: Habits
Teams work largely in silos
JTBD required us to think outside of
what we’d normally consider to be a
teams’ problem space. Would have to
change the way we work as designers.
Why we hired: Habits
Focus on evaluative methods
Traditionally we’ve focused on
evaluative research methods, but we’d
have to change our approach to
discover and analyse customers’ jobs.
Why we hired: Anxieties
Right level of abstraction?
Struggled to find right level of
abstraction - What jobs can or should
we reasonably design for that still
aligned with our business goals?
Why we hired: Anxieties
Finding emotion is hard
Functional, more utilitarian jobs are
easier to identify. Harder to extract
emotional and social motivations,
particularly with business products.
“A lense through
which to
understand value
creation.”
Jim Kalbach
Case
Study/Example
Provisioning
Context
Databases - boxes
where data lives
When shopping with your
credit card, details of your
card, your account and the
transaction will be stored in a
database and passed to your
bank for processing.
Companies
Production databases
Companies have to be very
careful with their use of data,
restricting who can access these
production databases.
New regulations around it.
Target audience
Personas and JTBD.
This is John, our database administrator.
He is the guard of production, and
thanks to him, no data can be missed,
shared or saved in non-secure locations.
He is like a librarian, and he has to mind his
books.
Updates in databases
Engineers need to make changes to their
systems frequently and these databases
need to be updated.
A very important part of his role is to
provide copies of production database to
developers so then they can work on those
copies - without touching production.
John has some Jobs-to-be-Done
Redgate
We are a technology company that
innovates in providing SQL Server solutions
for IT teams.
Here’s SQL Provision, a solution that
serves most of John’s jobs.
We are going to talk about this solution that
designers at Redgate have been working on.
Hiring Jobs-to-be-Done
To provide a better understanding of John
and his functional jobs: Monitoring,
provisioning and troubleshooting.
Emotional: Loves tech and he is constantly
looking for better solutions.
Social: He needs to be seen as someone
reliable, who can always save the day.
How well does SQL Provision serve John’s jobs?
John’s Journey
Job story
“When copies fail John wants to be able to know what
happened - why they failed, when they failed - so he can fix
the problem and create the copy again faster - as he knows
what happened he won’t make the same errors again”
Job story
“When copies fail John wants to be able to know what
happened - why they failed, when they failed - so he can fix
the problem and create the copy again faster - as he knows
what happened he won’t make the same errors again”
PROBLEM FRAMED NOT SOLUTIONS AT THIS POINT
SITUATIONN MOTIVATIONN
EXPECTED OUTCOMEN
PERSONAN
How we might solve it?
John’s problem becomes our problem too - it’s our business goal.
IDEAS BRAINSTORMED TOGETHER - DECIDE - MATCH BACK TO THE JOB STORY
The experiment
WE EXPECT PEOPLE USE THE
ACTIVITY FEED TO IDENTIFY
WHAT HAPPENED WHEN
SOMETHING FAILS.
1. PEOPLE SPEND A CONSIDERABLE
AMOUNT OF TIME USING THE
ACTIVITY FEED.
2. PEOPLE GIVE A POSITIVE RESPONSE
WHEN SURVEYED ASKING “DID IT
HELP YOU TO UNDERSTAND WHAT
HAPPENED?
WE WILL KNOW IF WE SUCCEED IF
When copies fail I want to be able to know what happened - why they failed, when they
failed - so I can fix the problem and create the copy again faster - as I know what
happened I won’t make the same errors again.
John has some Jobs to-be-done
REDGATE HELPS JOHN TO BECOME A BETTER DBA: FUNCTIONALLY, EMOTIONALLY AND SOCIALLY
What have we changed?
John’s JTBD
John’s AS-IS
scenario
Job Story
(problem framed)
Ideation Experiment TO-BE experience
1 2 3
4 5 6
Summary
Key Takeaways
1. JTBD is a great framework for understanding causality & motivation
2. Focus on outcomes (personal or professional) vs. products and features
3. Learn by doing. Practice and apply JTBD to your own business context
4. Principles & mindset are more important than the tools!
5. Start small. Think about your last purchase...what was the real JTBD?
Recommended Reading
We’re hiring Product Designers!
Find out more:
Redgate Design
@MatthewGodfrey
@mikitcha
@uxredgate

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Beyond Milkshakes - Using JTBD for Innovation & Product Design

  • 1. Beyond Milkshakes: Using JTBD for Innovation & Product Design
  • 2. Who are we? Natalia Rey - Product Designer Matt Godfrey - Head of Product Design
  • 3. What we’re not going to talk about...
  • 4. A little bit of background...
  • 5. “Customers don’t want your product or what it does; they want help making their lives better.” Alan Klement
  • 6. What is a Job?
  • 7. What is a Job? What I’m buying: A better nights sleep so I can focus & be more productive. What I’m sold: A ‘Gro Clock’...then a sleep tracker...then? Customer: Matt, a busy dad of two with kids on a different body clock! + = Where I am now Where I want to be Situations
  • 8. Key Principles of JTBD 1. Outcome focused What customers want to achieve vs. the tasks or activities they currently do. 2. Solution agnostic Rooted in better analysis of the full problem-space vs. solution-space. 3. Stable over time Whilst situations, technology and expectations change, jobs are stable. 4. Functional, social & emotional A single job comprises of functional, social and emotional components.
  • 9. Key Influencers Anthony Ulwick - Outcome Driven Innovation Alan Klement: The Job Story Bob Moesta et al: The Switch Interview Clayton Christensen: Theory of Progress Jobs-as-Progress Jobs-as-Activities
  • 10. Why did we hire JTBD? Reasons for switching
  • 11.
  • 12. Why we hired: The Pushes Connect research with strategy Limited understanding of customers and their goals compromised our ability to identify and articulate new, potentially more valuable opportunities.
  • 13. Why we hired: The Pushes Point tool vs. Solution mindset Mindset of designing for point tools, when customers are actually looking for solutions that might enable them to accomplish their bigger goals.
  • 14. Why we hired: The Pulls Get to the primary ‘why?’ JTBD promises a way to understand what customers are really trying to achieve. The underlying motivation and struggle that caused them to buy (hire) our products.
  • 15. Why we hired: The Pulls Higher order of analysis JTBD provides a top-down, outcome- centric approach to design and innovation. The job (rather than your product) is the unit of analysis.
  • 16. Why we hired: Habits Teams work largely in silos JTBD required us to think outside of what we’d normally consider to be a teams’ problem space. Would have to change the way we work as designers.
  • 17. Why we hired: Habits Focus on evaluative methods Traditionally we’ve focused on evaluative research methods, but we’d have to change our approach to discover and analyse customers’ jobs.
  • 18. Why we hired: Anxieties Right level of abstraction? Struggled to find right level of abstraction - What jobs can or should we reasonably design for that still aligned with our business goals?
  • 19. Why we hired: Anxieties Finding emotion is hard Functional, more utilitarian jobs are easier to identify. Harder to extract emotional and social motivations, particularly with business products.
  • 20.
  • 21. “A lense through which to understand value creation.” Jim Kalbach
  • 23. Context Databases - boxes where data lives When shopping with your credit card, details of your card, your account and the transaction will be stored in a database and passed to your bank for processing.
  • 24. Companies Production databases Companies have to be very careful with their use of data, restricting who can access these production databases. New regulations around it.
  • 25. Target audience Personas and JTBD. This is John, our database administrator. He is the guard of production, and thanks to him, no data can be missed, shared or saved in non-secure locations. He is like a librarian, and he has to mind his books.
  • 26. Updates in databases Engineers need to make changes to their systems frequently and these databases need to be updated. A very important part of his role is to provide copies of production database to developers so then they can work on those copies - without touching production.
  • 27. John has some Jobs-to-be-Done
  • 28. Redgate We are a technology company that innovates in providing SQL Server solutions for IT teams. Here’s SQL Provision, a solution that serves most of John’s jobs. We are going to talk about this solution that designers at Redgate have been working on.
  • 29. Hiring Jobs-to-be-Done To provide a better understanding of John and his functional jobs: Monitoring, provisioning and troubleshooting. Emotional: Loves tech and he is constantly looking for better solutions. Social: He needs to be seen as someone reliable, who can always save the day.
  • 30. How well does SQL Provision serve John’s jobs?
  • 32.
  • 33.
  • 34.
  • 35. Job story “When copies fail John wants to be able to know what happened - why they failed, when they failed - so he can fix the problem and create the copy again faster - as he knows what happened he won’t make the same errors again”
  • 36. Job story “When copies fail John wants to be able to know what happened - why they failed, when they failed - so he can fix the problem and create the copy again faster - as he knows what happened he won’t make the same errors again” PROBLEM FRAMED NOT SOLUTIONS AT THIS POINT SITUATIONN MOTIVATIONN EXPECTED OUTCOMEN PERSONAN
  • 37. How we might solve it? John’s problem becomes our problem too - it’s our business goal. IDEAS BRAINSTORMED TOGETHER - DECIDE - MATCH BACK TO THE JOB STORY
  • 38. The experiment WE EXPECT PEOPLE USE THE ACTIVITY FEED TO IDENTIFY WHAT HAPPENED WHEN SOMETHING FAILS. 1. PEOPLE SPEND A CONSIDERABLE AMOUNT OF TIME USING THE ACTIVITY FEED. 2. PEOPLE GIVE A POSITIVE RESPONSE WHEN SURVEYED ASKING “DID IT HELP YOU TO UNDERSTAND WHAT HAPPENED? WE WILL KNOW IF WE SUCCEED IF
  • 39. When copies fail I want to be able to know what happened - why they failed, when they failed - so I can fix the problem and create the copy again faster - as I know what happened I won’t make the same errors again.
  • 40.
  • 41.
  • 42. John has some Jobs to-be-done REDGATE HELPS JOHN TO BECOME A BETTER DBA: FUNCTIONALLY, EMOTIONALLY AND SOCIALLY
  • 43.
  • 44. What have we changed?
  • 45. John’s JTBD John’s AS-IS scenario Job Story (problem framed) Ideation Experiment TO-BE experience 1 2 3 4 5 6
  • 47. Key Takeaways 1. JTBD is a great framework for understanding causality & motivation 2. Focus on outcomes (personal or professional) vs. products and features 3. Learn by doing. Practice and apply JTBD to your own business context 4. Principles & mindset are more important than the tools! 5. Start small. Think about your last purchase...what was the real JTBD?
  • 49. We’re hiring Product Designers! Find out more: Redgate Design @MatthewGodfrey @mikitcha @uxredgate

Hinweis der Redaktion

  1. Matt, Head of Product Design Natalia, Product Designer at Redgate
  2. We’re not going to talk about: Milkshakes, Snickers bars or power drills You’ve seen, heard these examples many times now! We’re going to try and describe why we (the design team at Redgate) hired JTBD… ...as well as our account of how we’ve been using the framework Call out from the beginning that we’re still on a journey and not there yet!
  3. Just a tiny bit of background to help set the context...
  4. Less about your product, more about how it helps them make progress in their personal or professional lives Look beyond your product or service to find the real Job your customer is trying to get done. Pivotal change in mindset.
  5. The Jobs (and the need for a solution) come about where there is a gap between your actual self and desired self Theory of Jobs-as-Progress therefore sees people hire products in these moments of struggle: Mario > Super Mario Emmett's example of tools/product amplifying or enhancing users’ abilities Ultimately, your product/service is a means to a greater end! A sense of self-betterment.
  6. I’m not buying the product because I need another clock or a nightlight...I’m buying the clock to get a better nights sleep JTBD is to ‘Improve the quality of my sleep, so that I can focus and be more productive during the day.’ Current situation (kids not sleeping through) has given rise to the need for me to seek a solution to this job Now kids sleep through I’ve hired a sleep tracker...situation has changed, but my jobs remains. Products that will help me make progress with this will come and go but the job remains!
  7. Amongst different (and in some cases competing) interpretations of job theory there are four key principles that hold true: The JTBD or the outcome (as opposed to their ability to perform a task) becomes the focus of your research & analysis: How/to what degree do we help someone make progress in their lives? Encourages us to operate in the problem-space, open to finding new/creative ways of enabling customers to get their job done, or get that that job done even better! Solutions will come and go but the job is stable - focusing on the job allows companies to reliably & repeatedly innovate Think beyond the utilitarian aspects of products and design for social and emotional needs (Be goals vs. Do goals)
  8. On our journey to find out more about JTBD...we came across these key influencers (job theorists) Jobs-as-Progress - people hire products to make progress with their ‘Be’ goals i.e. achieve self-betterment e.g. Be a better parent Jobs-as-Activities - more utilitarian view and focuses on Do goals, thing we do in service of our Be goals e.g. Get a better nights sleep
  9. This is a Forces diagram that I’m going to use a metaphor to illustrate why we adopted JTBD What were the factors triggering a search and pulling us towards a new solution? What habits and anxieties have prevented us from adopting JTBD sooner?
  10. Realisation that we had a limited understanding of customers and their true motivations (goals) We knew how products were working for them from a functional perspective. How easy can you use it? Does it function as expected? But, lacking any critical analysis of how and to what degree our products were meeting customers’ desired outcomes Therefore, difficult to reasonably prioritise how and where best to add value.
  11. Designing through the narrow lens of existing products (bottom-up) Small tweaks to usability or optimising individual products/point tools But, customers are looking for solutions & experiences designed to address their bigger goals… They don’t think about individual tools/products...just their business or professional outcomes Because of these pushes we started to look for solutions….
  12. JTBD helps us to understand customers’ underlying motivations - the real reason why someone purchased our products What progress were they hoping to make as a business, as a professional - aka the Job-to-be-Done Insight into the forces at play when people decide to buy/not to buy our products - what are their reasons for switching to/from a competing product What other solutions does your product compete with? E.g. the Gro Clock competes with the sleep tracker in the job of improving quality of sleep
  13. Top-down, outcome-focused approach to design & innovation Bottom-up: HMW improve/optimise product x (local maxima)? Focuses on the product Top-down: HMW help customers to better achieve their broader goals? Focuses on the customer and their goals Integrating or interconnecting products or creating entirely new solutions - that help customers get more of their job done The job becomes the fundamental unit of analysis
  14. We had to think more holistically than our currently team model typically promotes Broaden the gaze/scope of any individual Product Designer and Product Team Work more collaboratively with other designers, when they have been used to working more independently But hard to change mindset of teams with their own personal missions and goals!
  15. Build up a lot of muscle memory with evaluative research methods e.g. task-based usability testing Easier/more comfortable to anchor conversations to the product and how it was performing Had to improve generative methods and analysis e.g. introduce switch style interview questions At the same time, balance and re-prioritise our research efforts - strategic vs.tactical on different horizons (ref James’ talk)
  16. As you peel back the layers you start to abstract beyond something you might (as a product company) reasonably design for. Gro Company are unlikely to tackle a broader Be goal of ‘Improving people’s quality of sleep’’. But, they would tackle ‘Reduce the struggles of parents battling with babies not sleeping’. And with that job in mind they have released a whole range of baby sleep products including the Gro Clock The job you choose to serve should still align with your mission and company goals
  17. Customers will often describe task-oriented needs associated with the current solution Less natural to start with conversations about the person and how they felt in particular moments of struggle But, ultimately we’re still designing for people, even when we’re working with business products. Can differentiate if we learn to design for these social and emotional factors.
  18. We decided to hire But we’re not there yet... Still lots to learn, many others to convince
  19. Jim Kalbach sums this up perfectly for me... JTBD is starting to provide us with…”a lense through which to understand value creation.” Natalia is now going to give us an overview of how we’ve applied this in a product scenario
  20. From the interviews we uncovered motivations from John. DBA is a librarian and he has to mind the books and everything is working well. No book is missing. Using analogies. Interviewing John, type of interview, we focused on to understand what’s a day to day life of a dba. Switch interviews needs to be mentioned. Persona identified, Key activities, Behaviours, Pains, Goals
  21. From the interviews we uncovered motivations from John. DBA is a librarian and he has to mind the books and everything is working well. No book is missing. Using analogies. Interviewing John, type of interview, we focused on to understand what’s a day to day life of a dba. Switch interviews needs to be mentioned. Persona identified, Key activities, Behaviours, Pains, Goals
  22. From the interviews we uncovered motivations from John. DBA is a librarian and he has to mind the books and everything is working well. No book is missing. Using analogies. Interviewing John, type of interview, we focused on to understand what’s a day to day life of a dba. Switch interviews needs to be mentioned. Persona identified, Key activities, Behaviours, Pains, Goals
  23. From the interviews we uncovered motivations from John. DBA is a librarian and he has to mind the books and everything is working well. No book is missing. Using analogies. Interviewing John, type of interview, we focused on to understand what’s a day to day life of a dba. Switch interviews needs to be mentioned. Persona identified, Key activities, Behaviours, Pains, Goals
  24. From the interviews we uncovered motivations from John. DBA is a librarian and he has to mind the books and everything is working well. No book is missing. Using analogies. Interviewing John, type of interview, we focused on to understand what’s a day to day life of a dba. Switch interviews needs to be mentioned. Persona identified, Key activities, Behaviours, Pains, Goals
  25. From the interviews we uncovered motivations from John. DBA is a librarian and he has to mind the books and everything is working well. No book is missing. Using analogies. Interviewing John, type of interview, we focused on to understand what’s a day to day life of a dba. Switch interviews needs to be mentioned. Persona identified, Key activities, Behaviours, Pains, Goals
  26. From the interviews we uncovered motivations from John. DBA is a librarian and he has to mind the books and everything is working well. No book is missing. Using analogies. Interviewing John, type of interview, we focused on to understand what’s a day to day life of a dba. Switch interviews needs to be mentioned. Persona identified, Key activities, Behaviours, Pains, Goals
  27. From the interviews we uncovered motivations from John. DBA is a librarian and he has to mind the books and everything is working well. No book is missing. Using analogies. Interviewing John, type of interview, we focused on to understand what’s a day to day life of a dba. Switch interviews needs to be mentioned. Persona identified, Key activities, Behaviours, Pains, Goals
  28. From the interviews we uncovered motivations from John. DBA is a librarian and he has to mind the books and everything is working well. No book is missing. Using analogies. Interviewing John, type of interview, we focused on to understand what’s a day to day life of a dba. Switch interviews needs to be mentioned. Persona identified, Key activities, Behaviours, Pains, Goals
  29. From the interviews we uncovered motivations from John. DBA is a librarian and he has to mind the books and everything is working well. No book is missing. Using analogies. Interviewing John, type of interview, we focused on to understand what’s a day to day life of a dba. Switch interviews needs to be mentioned. Persona identified, Key activities, Behaviours, Pains, Goals
  30. From the interviews we uncovered motivations from John. DBA is a librarian and he has to mind the books and everything is working well. No book is missing. Using analogies. Interviewing John, type of interview, we focused on to understand what’s a day to day life of a dba. Switch interviews needs to be mentioned. Persona identified, Key activities, Behaviours, Pains, Goals
  31. From the interviews we uncovered motivations from John. DBA is a librarian and he has to mind the books and everything is working well. No book is missing. Using analogies. Interviewing John, type of interview, we focused on to understand what’s a day to day life of a dba. Switch interviews needs to be mentioned. Persona identified, Key activities, Behaviours, Pains, Goals
  32. From the interviews we uncovered motivations from John. DBA is a librarian and he has to mind the books and everything is working well. No book is missing. Using analogies. Interviewing John, type of interview, we focused on to understand what’s a day to day life of a dba. Switch interviews needs to be mentioned. Persona identified, Key activities, Behaviours, Pains, Goals
  33. From the interviews we uncovered motivations from John. DBA is a librarian and he has to mind the books and everything is working well. No book is missing. Using analogies. Interviewing John, type of interview, we focused on to understand what’s a day to day life of a dba. Switch interviews needs to be mentioned. Persona identified, Key activities, Behaviours, Pains, Goals
  34. TO be experience under testing now and receiving great feedback. We are choosing one possible solution, it’s not the only one and can be failed.
  35. TO be experience under testing now and receiving great feedback. We are choosing one possible solution, it’s not the only one and can be failed.
  36. TO be experience under testing now and receiving great feedback. We are choosing one possible solution, it’s not the only one and can be failed.
  37. From the interviews we uncovered motivations from John. DBA is a librarian and he has to mind the books and everything is working well. No book is missing. Using analogies. Interviewing John, type of interview, we focused on to understand what’s a day to day life of a dba. Switch interviews needs to be mentioned. Persona identified, Key activities, Behaviours, Pains, Goals
  38. Not sure what you mean here.