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Introduction to Service Design Thinking & Doing

Service Design Lead en Shopify Plus
3 de Dec de 2018
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Introduction to Service Design Thinking & Doing

  1. Introduction to Service Design Thinking + Doing Jacquelyn Brioux Service Design Lead
  2. This is where I’ll do some talking and provide an overview of service design thinking — the mindset, skillset, principles, methods, tools, and overall objectives of the discipline. This is where you’ll get your hands dirty and experience the collaborative and participatory nature of service design doing. Session Breakdown Service Design Thinking 30-minutes Service Design Doing 60-minutes
  3. Let’s get started.
  4. Thinking Service Design
  5. What is service design?
  6. Service design is a holistic, participatory, and cross-functional approach to improving end-to-end human experiences, as delivered through digital, physical, virtual, or human touchpoints.
  7. Service design is a holistic, participatory, and cross-functional approach to improving end-to-end human experiences, as delivered through digital, physical, virtual, or human touchpoints. Service experiences need to balance user and employee desirability, business viability, and operational and technical feasibility.
  8. Service design is about thinking • from beginning to end – consider everything the user needs to do throughout their journey or end-to-end experience • from front to back – including everything the user sees, as well as the internal processes, software, and policies behind it • across every channel – physical, digital, virtual, and human (IRL) • in and out — adjusting your level of zoom based on user needs, your audience, and project scope (budget, time, milestones) https://www.gov.uk/service-manual
  9. From beginning to end
  10. From beginning to end From front To back
  11. From beginning to end From front To back Across every channel
  12. First, let’s be clear—service design is the design of services. However, search online for service design right now and you’ll find a seemingly endless array of ‘toolkits’ and ‘design processes’. Five circled grids. Double diamonds. Mental models. You’d be forgiven for thinking that it was about the process of design, rather than changing outcomes for users. Lou Downe Head of Design, UK.GOV
  13. What does it take to be a service designer
  14. Hiring/Being a Service Designer ● Think visually and holistically ● Enjoy interacting with people ● Natural educator and facilitator ● Skilled at qualitative and quantitative research ● Comfortable zooming in and out ● Not intimidated by complexity or ambiguity ● Good visual and verbal storyteller ● Detail oriented ● Genuine relationship-builder ● Always able to exercise curiosity, compassion, and courage
  15. • strategic, relational, and critical thinking; ability to zoom in and out — systemic design • ability to visualize complexity — 
 information design • qualitative and quantitative research chops — design research • ability to identify problems and brainstorm solutions — design strategy • ability to facilitate workshops, deliver presentations, and tell a good story — 
 design education & verbal storytelling • illustration, sketching, and visual note-taking skills — illustration & visual storytelling • [bonus] videography, photography, graphic design skills to facilitate storytelling and the production of compelling artifacts to drive action — multimedia storytelling • [bonus, future-state] D3, Python, Mode, etc. ability to create products to help stakeholders visually interact with complex data sets — data science Building a Service Design Capability
  16. Understanding the service experience lifecycle
  17. The Service Experience Lifecycle Adapted from Namahn and Practical Service Design
  18. The Service Experience Lifecycle Adapted from Namahn and Practical Service Design
  19. The Service Experience Lifecycle Adapted from Namahn and Practical Service Design
  20. The Service Experience Lifecycle Adapted from Namahn and Practical Service Design
  21. Understanding the service design process
  22. Service Design Process Adapted from Service Design at Capital One (2017)
  23. Service design methods
  24. Adapted from Service Design at Capital One (2017) Service Design Methods • Stakeholder Interviews • Hypothesis Journey Map • Alignment Workshop • Current-State Service Blueprint • Stakeholder Map • Ecosystem Map • Qualitative Research • Research Insights • Experience Principles • Journey Map • Experience Map • Touchpoint Audit • Personas & Archetypes • Ideation • Storyboarding • Service Storming • Vision Stories • Prioritization Framework • Future-State Service Blueprint • Evolution Plan • Key Performance Indicators (KPIs) • Project/Feature Cards • Pilots • Monitoring and KPI Analysis • Quantitative Research • Qualitative Research • Research Insights • Evolution Plan (Revisited) • Prioritization Framework (Revisited) • Future-State Service Blueprint (Updated) • KPIs (Revisited)
  25. Customer Journey Maps Create a customer journey map when you need… ✓ to identify customer pain points and service gaps ✓ to design a new service with customer experience at the core ✓ to examine the customer experience across all touchpoints of a service ✓ to define a vision for how specific touchpoints within a service could change the customer experience Experience-focused Shahrzad Samadzadeh, Cooper (2015)
  26. Create a service blueprint when you need… ✓ to identify process breakdowns and opportunities for process improvements ✓ to inform an implementation plan for a new service ✓ to examine service metrics in the context of a service delivery processes ✓ to define a vision for how specific touchpoints within a service could become higher or lower touch Shahrzad Samadzadeh, Cooper (2015) Process-focused Service Blueprints
  27. ✓ Map the value exchanges across touchpoints ✓ Clarify the interaction between customers, employees, and partners (where applicable) ✓ Reveal how these are supported by backstage activities Izac Ross, Cooper (2014) In short Service Blueprints
  28. Service blueprint Service blueprints clarify the interactions between service users, digital touchpoints, and service employees, including the frontstage activities that impact the customer directly, and the backstage activities that the customer does not see. Service Blueprinting Basics Sarah Gibbons, NN/g (2017)
  29. Service blueprint Blueprints can be adapted to context and business goals by introducing the additional elements as needed. • Arrows indicate relationships and dependencies. • Time can represent the estimated duration of each customer action. • Regulations or Policy can help you understand what may dictate how a process is completed. • Emotion can be included for both customers and employees to help you locate pain points. • Metrics can be added in context to help you know what data you can collect to determine value or success. Additional Lanes, Arrows & Annotations Sarah Gibbons, NN/g (2017)
  30. Izac Ross, Cooper (2014)
  31. Sarah Gibbons, NN/g (2017)
  32. Service design jargon
  33. Frontstage / Backstage Jargon In services, there are things the customer does and doesn’t see—we call this frontstage and backstage. Think of it like theatre: backstage is what is done behind the curtain to support the actors, who are frontstage, and they’re who you see in front of the curtain. Those on the backstage do just as much to shape the experience as those on the front stage. They help to deliver the service, play an active and critical part in shaping the experience, and represent a company’s brand.
  34. Touchpoints Jargon Touchpoints are the medium through which value exchanges happen, leading to the outcomes of a service. There are five different types of touchpoints:
 • People, including employees and other customers encountered throughout the service delivery. • Place, such as the physical space or the virtual environment through which the service is delivered • Props, such as the objects and collateral used to deliver the service. • Partners, including other businesses or entities that help to deliver or enhance the service • Processes, such as the workflows that inform how the service is
  35. People 
 (a.k.a. “Actors”) Jargon Anyone who creates or uses the service, as well as individuals who may be indirectly affected by the service. • Service Customers purchase (or have the authority 
 to purchase) the service. • Service Users directly use the service to achieve a specific outcome. • Frontstage Service Employees deliver all or part of the service directly to the user. • Backstage Service Employees perform background functions in support of the service delivery; the user doesn’t see or interact directly with these people. • Partner Service Employees are involved in delivering the service.
  36. Props Jargon The physical or digital artifacts (including products) that are needed to perform the service successfully.
  37. Processes Jargon Any workflows, procedures, or rituals performed by either the employee or the user throughout a service.
  38. Places Jargon The physical space or the virtual environment through which the service is delivered.
  39. Partners Jargon Partners include other businesses or entities that help to produce or enhance the service and contribute to delivering the service outcome.
  40. Doing Service Design
  41. Defer judgement. You never know where a good idea is going to come from. The key is make everyone feel like they can say the idea on their mind and allow others to build on it. Build on the ideas of others. Being positive and building on the ideas of others take some skill. In conversation, try to use “and” instead of “but.” Stay focused on the topic. Try to keep the discussion on target, otherwise you can diverge beyond the scope of what you're trying to design for. One conversation at a time. Your team is far more likely to build on an idea and make a creative leap if everyone is paying full attention to whoever is sharing a new idea. Workshop Etiquette
  42. 01. Thinking BLOCKERS What might stop or slow you down from delivering your service experience? Who or what must be available for your service experience to succeed? ENABLERS DEPENDENCIES What tools and training make it possible to deliver your service experience? FRAMING THE SERVICE CONSTRAINTS & REQUIREMENTS USER MOTIVATIONS Adapted from www.servicedesigntoolkit.org Which experience will you improve? For whom? What outcome does the service user hope to achieve? What initiates the service experience? What causes the service experience to end? EXPERIENCE SERVICE USER OUTCOME TRIGGER ENDING MOTIVATING DEMOTIVATING What value does the service user seek from the experience? What can deter this person from using the service? 01. THINKING This worksheet is intended to help you think holistically to frame and scope the opportunity ahead. 1. 2. 3. 4. 5. SUCCESS INDICATORS What are 5 ways you can evaluate whether the service has been successful? This can be both qualitative and quantitative.
  43. 01. Thinking Identify (or choose) a specific service experience and complete the first worksheet to help frame your problem space. 20-Minutes
  44. • Emergency room visit • Domestic air travel • Hotel stay • Dentist check-up • Purchasing a home • Purchasing a car • Opening a credit card account • Getting your driver’s license • Renewing your passport • Registering for health insurance • Dining at a restaurant • Food or meal delivery • Ordering goods online • Pet sitter / walker Examples
  45. 02. DOING This worksheet is intended to help you sequence the people, actions, touchpoints, and processes involved in delivering your service experience, both frontstage (what users see) and backstage (what is behind the scenes). LINE OF VISIBILITY TOUCHPOINT INTERNAL TOUCHPOINT Action Service User(s) Stage Support Process Sub-Stage Action Action Frontstage Service Employee(s) Backstage Service Employee(s) FRONTSTAGEBACKSTAGE 02. Doing
  46. 02. Doing Start sequencing the details of your service experience in a service blueprint from beginning to end, front to back, and across all channels. Use the template provided. 30-Minutes
  47. 02. DOING - [EXAMPLE] Early Use Rideshare Experience The following is an illustrative service blueprint of the rideshare experience for an early use Uber rider. LINE OF VISIBILITY TOUCHPOINT INTERNAL TOUCHPOINT (Android) Play Console (iOS) App Analytics, Sales & Trends Schemaless (MySQL), Riak, Cassandra, Hadoop, Redis, Twemproxy, Celery Braintree Payments Node.js and PHP Braintree Payments & Database SendGrid & Twilio Google Maps APIs direction, distance matrix, geo-fencing, google place, google maps geo encoding Google Maps APIs direction, distance matrix, geo-fencing, google place, google maps geo encoding Google Maps APIs direction, distance matrix, geo-fencing, google place, google maps geo encoding Amazon Simple Notification Service (SNS) Action Service User(s) Stage Interested Join Early Use Support Process App activity data updated on developer portals User account details stored in database Payment information captured and securely stored Distance, location & ETA returned using Google Map APIs Distance, location & ETA returned using Google Map APIs Distance & location returned using Google Map APIs Real-time payment processing & Driver/Rider accounts updated Transactional email sent to Uber user Push notification sent from web server to mobile app Sub-Stage Rider decides to use Uber for rideshare service Rider registers for an Uber account Uber ride requested and accepted Uber transaction finalizedUber ride Downloads Uber mobile app Creates a new account Adds payment information Requests ride to the airport Receives notification about nearby ride to airport Monitors app activity and performance Monitors security and payment verification Monitors user registration and engagement Ends ride and rates rider Receives ride confirmation and Uber driver info Accepts ride request to the airport Receives earnings update and compliment notification Gets into Uber vehicle and starts ride Arrives at the requested pick-up location Rides to airport Drives to airport Arrives at airport Arrives at airport to drop off rider Adds tip and submits driver rating Receives email receipt Action Action Frontstage Service Employee(s) Backstage Service Employee(s) FRONTSTAGEBACKSTAGE Rider Rider Rider Rider Rider Rider Rider Rider Rider Rider DriverDeveloper Developer BizOps MktgEng DriverDriver Driver Driver Driver Driver 02. Doing
  48. Q&A
  49. That’s all, folks. Jacquelyn Brioux jacquelyn.brioux@shopify.com shopify.com/plus jacquelynbrioux.com
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