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Neck Down Designing
Service Design + Body Storming
Liz Burow & Izac Ross | April 13, 2013
@burlix                @zaic
Space Strategist   Experience Designer
     HLW                 Moment
AGENDA
Getting to know each other   10 min
Service design theory        15 min
Body-storming theory         15 min

Today’s design challenge     10 min
Neck down designing          60 min
Reflecting                   20 min
Services...
AHA...
AHA...
Meh...
80%
               Service companies that
               believe they provide a
               superior service proposition
Source: Bain Customer-Led Growth diagnostic-questionnaire; salmetrix (Net Promoter Database)
80%
               Service companies that
                                                                                               8%   Companies whose
                                                                                                    customers agree
               believe they provide a
               superior service proposition
Source: Bain Customer-Led Growth diagnostic-questionnaire; salmetrix (Net Promoter Database)
Service
                                                                                               Anticipation
               80%
               Service companies that
                                                                                               Gap
               believe they provide a
               superior service proposition
Source: Bain Customer-Led Growth diagnostic-questionnaire; salmetrix (Net Promoter Database)
Chances are, you work for a service
It’s not all digital
Your B2B “product” is one of your
customer’s touchpoints
What are services?
Services are outcomes in which
customers do not take
                    Text ownership of

physical elements involved.
Services are co-created by service users
and service employees.
More than just the user
  Service customers
  Service users
  Frontstage employees
  Backstage employees
  Partner employees
Your outcome and experience is likely to be
very different than mine.
GIVE                      GET
Time                    Time
Money                 Money
Skilled labor   Skilled labor
Goods                  Goods
Information      Information
Data                     Data
Knowledge         Knowledge
Aesthetics        Aesthetics
Experiences     Experiences
GIVE                      GET
Time                    Time
Money                 Money
Skilled labor   Skilled labor
Goods                  Goods
Information      Information
Data                     Data
Knowledge         Knowledge
Aesthetics        Aesthetics
Experiences     Experiences
GIVE                      GET
Time                    Time
Money                 Money
Skilled labor   Skilled labor
Goods                  Goods
Information      Information
Data                     Data
Knowledge         Knowledge
Aesthetics        Aesthetics
Experiences     Experiences
Exchanges occur through mediums...
called Touchpoints
The 5 P’s



People                  Place                     Prop                 Partner                  Process
Employees and           The physical space or     The objects and      Other businesses or      Workflows and rituals
other customers         the virtual environment   collateral used to   entities that help to    that are used to
encountered while the   through which the         produce the          produce or enhance       produce the service
service is produced.    service is delivered.     service encounter.   the service encounter.   encounter. Relates the
                                                  Forms, products,                              people, place, props,
                                                  signage, etc.                                 and partners.
Front stage

Backstage

Partners
Enter




                                                Ori
                                                   en
                     act                             t




                tr
Entise
Entice




              At
                                                                 Experience

                      Service Cycle




                                                           Use
                           Re t
                                  ain
     Extend

                                                         Exit
Enter




                                Ori
                  t                en
                ac                   t




           tr
Entise
Entice



         At      Service Cycle




                                         Use
Re t
                         ain
         Extend

                               Exit


Profitable customers
are those that return
Re t
                        ain
        Extend

                              Exit




These moments can be
meh or amazing
Service Design...
User centered
Controller
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                                                                                                                                                                                                                                                                                                                                     !
Co-creative
Sequential
Evidenced
Body-storming
Body-storming is
simply brainstorming
Done with the body
Figuring it out by
trying it out
Usablity is dead, it’s about perform-ablity
Refine closer to context
Define the how
Get the awkward out early
Define the service language
Core rules of body-storming
SAFE ZONE
SAFE ZONE


       SHOWING, NOT TELLING
SAFE ZONE


YES, AND...          SHOWING, NOT TELLING
Don’t be literal


              SAFE ZONE


YES, AND...          SHOWING, NOT TELLING
TRY MANY, NOT ONE
                          Don’t be literal


                    SAFE ZONE


      YES, AND...          SHOWING, NOT TELLING
Some mechanics
STORY + CHARACTERS
                     EMBRACE CONTEXT


                          F.O.H/B.O.H
BOOM wow wow BOOM

 REHEARSE, REHASH, RECORD
Redesigning a Dry Cleaners
Note taking:
- Take notes on the 5 E’s and 5 P’s
- Listen for pain points
Alex |
Abby
Alex
Get going:
- Break into groups
- Grab a prob bag
- Download your videos
1 & 2 you            3 & 4 you
have Alex!          have Abby!



 izac.me/alex.mov    izac.me/abby.mov
Identify service pain-points
- pick top 3
- write them down
Identify people and props:
- choose your actors
- label your actors
Identify backend and unseen:
- choose your actors
- label your actors
Storm 1:
The existing senario
go
Stop
Storm 2:
Tweaking
go
Stop
Storm 3:
The backstage & partners
go
Stop
Reflection
What did you learn?
t


    From
Keep refining...
Add evidence and test
`
Appendix
Common Service Design Tool:
                                                 PRE    DURING               POST

                        PROFILE
                                             +
                        MOTIVATIONS:
                        EXPECTATIONS:
                        GOALS:
        NAME:
                        LIMITATIONS:
                                             -
        DEMOGRAPHICS:




                                            NEEDS:          GAPS:
                                            BENEFITS:       AHA!:




       PERSONA                            JOURNEY MAPPING                           STORYTELLING
       PROFILES


                                                                    F.O.H.




                                        B.O.H.




                                        SERVICE
      EXPERIENCE                        BLUEPRINTING
      PROTOTYPING
Traditional Blueprint
# of people in queue     Drug in stock          Length of wait time              # of people in queue                                 Prescription is filled                                                 Clear method of
Measures                                 Time to front of queue   Price of drug          for pick up                      Time to front of queue                               on-time                                                                refill

                                                                                                               5-45 min                                                                                                         25-90 days            5-10 min
                           30 sec             0-15 min                            1-10 min                                      0-15 min                     0-15 min
Time                                                                                                             X day


                                                                                                                                                                                   Credit card terminal
                                                                                                                                                    State ID if controlled
                                                                  Prescription/Script                                                                                                  Loyalty card
Physical               Retail location   In-store wayfinding
                                                                    Insurance Card
                                                                                                                                                         substance
                                                                                                                                                                                    Prescription bottle                                                Prescription bottle
                          Signage          Length of queue                                                                                                 Prescription
Evidence                                                                State ID
                                                                                                                                                            Script bins
                                                                                                                                                                                     Drug info sheet
                                                                                                                                                                                       Bag, Receipt



Customer                                    Queues and
                                           waits to talk to
                                                                      Verifies that
                                                                    pharmacist can        Agrees on time to
                                                                                                                                                                                        Pays for           With prescription
                      Enters pharmacy                                                                                       Queues to pick up          Verifies identity            prescription and       in hand, exits the                             Refill Request
Action                                      pharmacist/           fill script on time,        pick up
                                                                                                                                                                                      other items              pharmacy
                                             assistant            with expected cost


Line of Interaction

Service                                                            Collects script,
                                                                     insurance,              Provides a time
                                                                                                                                              Asks for                Retrieves filled                  Places
                                                                                                                                                                                                    prescription and
                                                                                                                                             identifying             prescription and
Employees                                                          and identifying               frame
                                                                                                                                            information             scans the barcode                receipt in bag.
                                                                    information                                                                                                                     Gives bag to the
(HHI)                                                                                                                                                                                                  customer




Digital &                                                                                                                                                                             Credit card
                                                                                                                                                                                   Terminal asks for
Devices                                                                                                                                                                            payment (see sub
(HCI)                                                                                                                                                                                process 1.4a)



Line of Visibility
                                                                                                                  Pharmacist fills             Places in                                          POS: payment
                                                                         POS                                                                                                 POS                                                  Accounting system
                                                                                                                   prescription             appropriate bin                                         Approved

Backstage
action                                                               Inventory
                                                                                                                   POS prompts
                                                                                                                                           Internal inventory
                                                                                                                 pharmacist to fill
                                                                    management            Fulfillment Queue                                  management
                                                                                                                 the next script in
                                                                      system                                                                    system                                                                                       15-45 days later
                                                                                                                      queue

 Line of Internal Interaction
                                                                      Insurance                                                                                                                     Payment                                        Insurance
                                                                                                                               Drug supplier               Goods supplier
Support                                                                company                                                                                                                      processor                                    provider pays
                                                                                                                                                                                                                                               benefits portion of
Processes                                                                                                                                                                                                                                            script
Frameworks
A   activity
E   environment
I   interaction
O   objects
U   users

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Neck Down Designing: using service design & bodystorming to move from EH to AHA! experiences

  • 1. Neck Down Designing Service Design + Body Storming Liz Burow & Izac Ross | April 13, 2013
  • 2. @burlix @zaic Space Strategist Experience Designer HLW Moment
  • 3. AGENDA Getting to know each other 10 min Service design theory 15 min Body-storming theory 15 min Today’s design challenge 10 min Neck down designing 60 min Reflecting 20 min
  • 8. 80% Service companies that believe they provide a superior service proposition Source: Bain Customer-Led Growth diagnostic-questionnaire; salmetrix (Net Promoter Database)
  • 9. 80% Service companies that 8% Companies whose customers agree believe they provide a superior service proposition Source: Bain Customer-Led Growth diagnostic-questionnaire; salmetrix (Net Promoter Database)
  • 10. Service Anticipation 80% Service companies that Gap believe they provide a superior service proposition Source: Bain Customer-Led Growth diagnostic-questionnaire; salmetrix (Net Promoter Database)
  • 11. Chances are, you work for a service
  • 12. It’s not all digital
  • 13. Your B2B “product” is one of your customer’s touchpoints
  • 15. Services are outcomes in which customers do not take Text ownership of physical elements involved.
  • 16. Services are co-created by service users and service employees.
  • 17. More than just the user Service customers Service users Frontstage employees Backstage employees Partner employees
  • 18. Your outcome and experience is likely to be very different than mine.
  • 19. GIVE GET Time Time Money Money Skilled labor Skilled labor Goods Goods Information Information Data Data Knowledge Knowledge Aesthetics Aesthetics Experiences Experiences
  • 20. GIVE GET Time Time Money Money Skilled labor Skilled labor Goods Goods Information Information Data Data Knowledge Knowledge Aesthetics Aesthetics Experiences Experiences
  • 21. GIVE GET Time Time Money Money Skilled labor Skilled labor Goods Goods Information Information Data Data Knowledge Knowledge Aesthetics Aesthetics Experiences Experiences
  • 24. The 5 P’s People Place Prop Partner Process Employees and The physical space or The objects and Other businesses or Workflows and rituals other customers the virtual environment collateral used to entities that help to that are used to encountered while the through which the produce the produce or enhance produce the service service is produced. service is delivered. service encounter. the service encounter. encounter. Relates the Forms, products, people, place, props, signage, etc. and partners.
  • 26. Enter Ori en act t tr Entise Entice At Experience Service Cycle Use Re t ain Extend Exit
  • 27. Enter Ori t en ac t tr Entise Entice At Service Cycle Use
  • 28. Re t ain Extend Exit Profitable customers are those that return
  • 29. Re t ain Extend Exit These moments can be meh or amazing
  • 32. Controller Boxes Mint.com Green-E ! AT A DIRECT I L LD YB PARTNERS ER G COM PR EN OV Carbon Offset DE MIS I DE providers I OV S SI O PR DA TA NS Federal & Government REGULATE ENERGY MIX/CARBON ALLOWANCES TO CE Local Utilities RT $ BUI ! IF S E LL Smart Grid IC LD Policy AT $ IO N IN HOUSE OF S Renewable NCE PR SELL OWA energy ALL ENTITIES OD SE BON certificate UC CAR $ LL / providers MIX TS RGY TE E NE L ULA SEL REG $ Home Owners SELL Peek with renewable Renewable Energy State Power Energy Brokerage SE Government Resources Certificates LL ! Federal peek Government DU CT S $ Renewable Electricity O LIC Y ! O EP SEL PR Providers N GY MI ER ER L N T IE SE DE IF RT D CE AN EM D TE LA GU RE $ ISOs Green-E RE DETE PAY R GU MINE SEL LAT POLI E $ CY DE FO State MA LE Local Utilities ND RE Government XC ! NE ES ! RG SE Y NE Y RG Personal PV System E DATA Installation TELLIT PROVIDE SA N PROVIDE ECO MORTGAGE SECURITIES $ IO AT TIFIC Fannie & Bing Maps FU ER NG UILD NT S& C RI CI ND IN G& $ Freddie May TO B IE P IN SIONS CL & CE MIS ON NT COM SI IVE IS S CO M M $ TECH DATA OEM for Solar Panel PORT S EL Controller AND SUP Department of INSTALL Dealer/ Boxes & in Energy LE Installers Solar Panel Home Energy OEMS NE Monitoring RG ! T touchpoints AC Y TR DE N CO TE CONTRA MIR Credit Bureaus NE ABO CT UT SU EEM Auditors BS OF ID EC IZE O S LO CO AN NS S U Contractors for ME Local Utilities Home Efficiency RC OS T Holistic $ Cash Sources Congress ! Threats to Peek Local and State Government !
  • 39. Figuring it out by trying it out
  • 40. Usablity is dead, it’s about perform-ablity
  • 41. Refine closer to context
  • 43. Get the awkward out early
  • 44. Define the service language
  • 45.
  • 46. Core rules of body-storming
  • 47.
  • 49. SAFE ZONE SHOWING, NOT TELLING
  • 50. SAFE ZONE YES, AND... SHOWING, NOT TELLING
  • 51. Don’t be literal SAFE ZONE YES, AND... SHOWING, NOT TELLING
  • 52. TRY MANY, NOT ONE Don’t be literal SAFE ZONE YES, AND... SHOWING, NOT TELLING
  • 53.
  • 55. STORY + CHARACTERS EMBRACE CONTEXT F.O.H/B.O.H BOOM wow wow BOOM REHEARSE, REHASH, RECORD
  • 56. Redesigning a Dry Cleaners
  • 57. Note taking: - Take notes on the 5 E’s and 5 P’s - Listen for pain points
  • 59. Alex
  • 60. Get going: - Break into groups - Grab a prob bag - Download your videos
  • 61. 1 & 2 you 3 & 4 you have Alex! have Abby! izac.me/alex.mov izac.me/abby.mov
  • 62. Identify service pain-points - pick top 3 - write them down
  • 63. Identify people and props: - choose your actors - label your actors
  • 64. Identify backend and unseen: - choose your actors - label your actors
  • 66. go
  • 67. Stop
  • 69. go
  • 70. Stop
  • 72. go
  • 73. Stop
  • 75. What did you learn?
  • 76. t From
  • 79. `
  • 80.
  • 81.
  • 82.
  • 83.
  • 84.
  • 85.
  • 86.
  • 87.
  • 89. Common Service Design Tool: PRE DURING POST PROFILE + MOTIVATIONS: EXPECTATIONS: GOALS: NAME: LIMITATIONS: - DEMOGRAPHICS: NEEDS: GAPS: BENEFITS: AHA!: PERSONA JOURNEY MAPPING STORYTELLING PROFILES F.O.H. B.O.H. SERVICE EXPERIENCE BLUEPRINTING PROTOTYPING
  • 91. # of people in queue Drug in stock Length of wait time # of people in queue Prescription is filled Clear method of Measures Time to front of queue Price of drug for pick up Time to front of queue on-time refill 5-45 min 25-90 days 5-10 min 30 sec 0-15 min 1-10 min 0-15 min 0-15 min Time X day Credit card terminal State ID if controlled Prescription/Script Loyalty card Physical Retail location In-store wayfinding Insurance Card substance Prescription bottle Prescription bottle Signage Length of queue Prescription Evidence State ID Script bins Drug info sheet Bag, Receipt Customer Queues and waits to talk to Verifies that pharmacist can Agrees on time to Pays for With prescription Enters pharmacy Queues to pick up Verifies identity prescription and in hand, exits the Refill Request Action pharmacist/ fill script on time, pick up other items pharmacy assistant with expected cost Line of Interaction Service Collects script, insurance, Provides a time Asks for Retrieves filled Places prescription and identifying prescription and Employees and identifying frame information scans the barcode receipt in bag. information Gives bag to the (HHI) customer Digital & Credit card Terminal asks for Devices payment (see sub (HCI) process 1.4a) Line of Visibility Pharmacist fills Places in POS: payment POS POS Accounting system prescription appropriate bin Approved Backstage action Inventory POS prompts Internal inventory pharmacist to fill management Fulfillment Queue management the next script in system system 15-45 days later queue Line of Internal Interaction Insurance Payment Insurance Drug supplier Goods supplier Support company processor provider pays benefits portion of Processes script
  • 93. A activity E environment I interaction O objects U users