outcomes? USER GOALS. What do we know about our target users? What are the impact to the users? TEAM. Who needs to be involved? STRATEGY. Why will people choose this over the alternative? CURRENT WORKFLOWS. What are the current workflows? Can you show the steps and URLs? OUTCOMES. What outcome do you want? Design is problem solving
Insights Observe People Define the Challenge Revise Hypothesis PROTOTYPES SKETCHES RESEARCH NOTES AFFINITY DIAGRAMS PRODUCT DEFINITION SHIP IT Measure Learn Iterate ABSTRACT CONCRETE CUSTOMER PROBLEM CUSTOMER SOLUTION Test PIVOT PERSEVERE Create Product Squad Idea DESIGN THINKING LEAN AGILE Design is looking for relationships
STAKEHOLDERS AS CUSTOMERS 90 minutes Now that we have an understanding of skills, people, projects, orgs, let’s try and find the quick wins 1. Start with stakeholder jobs. 2. Add pains and gains of stakeholders. 3. Describe your products/services (the products/services you provide to stakeholders). ACTIVITY: VALUE PROPOSITION CANVAS
month after launch) - 25% more than in the year before. -2016 Intranet Design Annual (Repsol) 64% of staff using intranet either daily or at least several times per week. -2016 Intranet Design Annual (American Cancer Society) 570% more clicks on news articles per month. -2016 Intranet Design Annual (Dorma + Kaba) INCREASED USER SATISFACTION Users are happy with the new intranet. 97.86% of employee visited the new intranet to access tools for work. -2016 Intranet Design Annual (Repsol) 71% of staff rated the intranet the most useful communications channel. -2016 Intranet Design Annual (American Cancer Society) TIME AND COST SAVINGS More than 50% time saving for publishing topical content (news, events, and articles) after new intranet launch. -2016 Intranet Design Annual (Repsol) 2.79 more page views per visit and 2 min 38 sec less on each time of visit, which implies time and productivity improvement, thus cost savings. -2016 Intranet Design Annual (Repsol) Reduced the costs of servers needed to house the content by 62%. -2016 Intranet Design Annual (American Cancer Society) INCREASED EFFICIENCY ON INFORMATION FINDABILITY Retire 54% of old content. -2016 Intranet Design Annual (NAV Canada) Reduced code by 67% (.2 million lines of custom code) -2016 Intranet Design Annual (Enbridge Inc.) Design is rendered intent
Ready Data RAW DATA Sample automation steps 1. GET DATA 2. RUN ANALYSIS 3. COPY RESULTS 4. NOTIFY OWNER AUTOMATION OF STEPS PIPELINE PIPELINE PROCESSED DATA PROCESSED DATA PROCESSED DATA PROCESSED DATA Quality Control Design is communication
! Record procedure and results ! method ! amplify ! purify ! Record Kits ! Record Params! Record Results! Record Samples Indexes! Run QC workflow! Record procedure and findings ! Sequencing Procedure Start! Preparation for Sequencing Procedure! Measure & Record! pools ! Record Kits ! -> to load ! cBOT ! Record Settings! Record Flow cell id! Data Analysis ! Goal : Execute an order Functional Genomics : Lab Operator
Map - Dealing with Reports - Analyst/Sales Manager 7 / 15 EXPERIENCE DESIGN IT STRENGTHS PAINS STRENGTHS PAINS REPORT USAGE REPORT COMMUNICATION REPORT PREPARATION CLEANSE DATA TRANSLATE DATA RETRIEVE DATA RECEIVE REQUEST Data Integrity Data Interpretation DATA IS TRUSTED & LOCKED SENSATION SYSTEMS QUESTIONS ▪ Does this report provide everything I need? ▪ Am I having to ask for additional information or reports from analysts? ▪ Are there reoccurring questions being asked while presenting the report? ▪ Excel ▪ PowerPoint ▪ Tableau ▪ What format does the report need to be in? ▪ How often will the report need to be supplied? ▪ Who is the audience of this report? ▪ Are there standard templates used? • What data is needed to explain results? • Are we able to accurately forecast and predict our results? • How can we bring our digital predictability to the level of packaged goods? • Do we need to re-evaluate our previous data? • How are we tracking? • Will I have time to create a new report? ▪ Has FX been applied? ▪ Do I need to change monthly rates? ▪ Am I dealing with deferred revenue? ▪ Am I dealing with pre- orders? • Is the data accurate? • What are the variances between data sources? • Can the data be trusted? • Does this data reconcile with other systems? • Is the data available? • Are data formats correct? • What are the variances between data sources? • Can the data be trusted? • Will I have to retrieve this again? • Who do I contact if data isn’t available? • ▪ Does this report provide everything I need? ▪ Am I having to ask for additional information or reports from analysts? ▪ Excel ▪ PowerPoint ▪ Tableau ▪ Sharepoint ▪ Email ▪ Excel ▪ Powerpoint ▪ Tableau ▪ Sharepoint • Email • PowerPoint • Eureka • Dementra • OBIE • Sony • Microsoft • EADR (Microstrategy) • Terradata • Nucleus • Excel • Hyperion • GFK (Access db) ▪ Excel ▪ Excel FP&A example Open Terradata Open SQL file Change dates Run query Save CSV Import into Excel FP&A example Open CSV Create custom macros Create custom formulas Run custom macros Validate current to previous FP&A example FX conversions Update monthly rates Deferrals Pre-orders Jenny arrives to the office from her weekend away and wants to see if there have been any important requests to generate a Monday sales report. She sees that she has a new email from the sales team and begins the lengthy process of generating the Monday report for the sales team. Tommy arrives to the office from his weekend away and wants to see if there have been any important aspects to investigate inside the Monday report for the sales team. He sees that sell- in units are down for FIFA and begins the lengthy process of contacting various teams across the organization to understand what actions were taken for FIFA. Design is communication
Conception Is this product worth prototyping? Gate 2: Inception Is this product worth building? Gate 3: Construction Is this product good enough for users? Gate 4: Transition Is this product good enough for 100% rollout? Gate 5: Production Is this product continuing to provide significant, measurable returns? Gate 6: Retirement Is this product still in production? Product Lifecycle Conception Introduction Growth Maturity Decline GATE GATE GATE GATE GATE GATE Design is communication