The document presents a design project called "papercake" that aims to help people get organized and achieve life goals by providing motivation, coaching, and direction to deal with personal documents. The team conducted research and found people feel overwhelmed, confused, and unmotivated when organizing documents. They designed a solution including a website and mobile app called papercake that would provide action plans, reminders, file organization, and sharing of documents to guide people through the organizing process. The team discussed next steps of ensuring data security and trust, and methods for generating revenue from the solution.
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Organizing personal information
1. papercake
Learn. Organize. Share.
Microsoft Design Expo
Graduate Studio II
Carnegie Mellon University
July 18, 2012
Somya Jampala
Priscilla Mok
Loretta Neal
2. Information in My World
Social security number Immunization records
Medical records
Passport
Ancestry
Birth certificate
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 2
3. Information in My World
Emergency contacts
Savings account number State ID
SAT / ACT scores
Social security number Test scores Immunization records
ATM PIN Diploma
Medical records Scholarships
Driver’s license
Library card Passport
Loans
School ID
Ancestry
Birth certificate
Checking account number Transcripts / certificates
Resume
Bank accounts
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 3
4. Information in My World
Bank statements Registration
Renter’s insurance 401K
Health insurance Car maintenance records
Contracts Training certifications Emergency contacts Health insurance
Savings account number Title
Lease SAT / ACT scores State ID
Taxes
Portfolio Credit cards Social security number Test scores Immunization records
Mortgages ATM PIN Diploma
Work authorizations Scholarships
Medical records
Work ID
Driver’s license
Passport
Credit score Library card
Loans
School ID
Ancestry
Birth certificate Utility bills
Checking account number Transcripts / certificates
Bank accounts
Receipts Resume Agreements
Investment accounts
W2 form
Credit card bills
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 4
5. Information in My World
Bank statements Registration
Renter’s insurance 401K
Marriage certificate Health insurance Car maintenance records
Contracts Training certifications Emergency contacts Health insurance
Lease SAT / ACT scores Savings account number State ID Taxes Title
Test scores
Portfolio Credit cards Social security number Immunization records
Performance evaluations
I-9 form ATM PIN Diploma Home budget
Work authorizations Scholarships
Medical records
Work ID Visas
Driver’s license Proof of purchase
Passport
Credit score Library card
Rebates Loans Warranties
School ID
Business license Ancestry
Birth certificate Utility bills
Checking account number Transcripts / certificates
Bank accounts
Receipts Resume Agreements
Investment accounts
Previous addresses W2 form Home insurance
Credit card bills
Permanent resident card Extended warranties Credit history
Previous employers
Home inspections
Deed Logins and passwords
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 5
6. Information in My World
Bank statements Registration
Renter’s insurance 401K
Marriage certificate Health insurance Car maintenance records
Contracts Training certifications Emergency contacts Health insurance
Lease SAT / ACT scores Savings account number State ID Taxes Title
Pet’s vaccination records Home maintenance records
Test scores
Portfolio Credit cards Social security number Immunization records
Performance evaluations
Life insurance
I-9 form ATM PIN Diploma Home budget
Work authorizations Scholarships
Medical records
Work ID Visas
Children’s passports Driver’s license Proof of purchase
Passport
Credit score Library card
Rebates Loans Warranties
School ID
Business license Ancestry
Birth certificate Utility bills
Checking account number Transcripts / certificates
Bank accounts
Children’s health records Receipts Resume Agreements
Investment accounts
Previous addresses W2 form Home insurance Children’s test scores
Credit card bills
Permanent resident card Extended warranties Credit history
Previous employers
Pet license Home inspections
Deed Logins and passwords
Children’s social security numbers
Children’s transcripts Pet’s health records
Child’s birth certificates
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 6
7. Information in My World
Bank statements Financial power of attorney
Registration
Renter’s insurance 401K
Marriage certificate Health insurance Car maintenance records Last will and testament
Contracts Training certifications Emergency contacts Health insurance
Hospitalizations
Lease SAT / ACT scores Savings account number State ID Taxes Title
Pet’s vaccination records Home maintenance records
Test scores
Portfolio Credit cards Social security number Immunization records
Performance evaluations
Life insurance
I-9 form ATM PIN Diploma Home budget
Work authorizations
Medical records Scholarships Mortgage
Work ID Visas
Children’s passports Driver’s license Proof of purchase
Passport Parents’ estate
Credit score Library card
Rebates Loans Warranties
School ID Pet’s adoption records
Business license Ancestry Birth certificate Utility bills
Revocable trust Checking account number Transcripts / certificates
Bank accounts Durable power of attorney for health care
Children’s health records Receipts Resume Agreements
Investment accounts
Previous addresses W2 form Home insurance Children’s test scores
Credit card bills
Permanent resident card Extended warranties Credit history Prescriptions
Previous employers
Pet license Home inspections
Deed Logins and passwords
Children’s social security numbers
Children’s transcripts Pet’s health records
Parents’ medical records
Roth IRA
Children’s birth certificates
Parents’ last will and testament
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 7
8. People are overwhelmed, confused and unmotivated
when dealing with their personal documents.
There is an opportunity to design something that provides motivation, coaching,
and direction to help people get organized and achieve their life goals.
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 8
9. Research
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 9
10. Current State of Organization
Don’t Know
Know
Exploratory Research Touchstone Tours, Contextual Inquiry, Interviews
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 10
11. Current State of Organization
Act
Don’t Know
Know
Don’t Act
Exploratory Research Touchstone Tours, Contextual Inquiry, Interviews
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 11
12. Current State of Organization
Act
Don’t Know
Know
“SHOULDS”
Don’t Act
Exploratory Research Touchstone Tours, Contextual Inquiry, Interviews
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 12
13. Current State of Organization
Act
“SHEEP”
Don’t Know
Know
“SHOULDS”
Don’t Act
Exploratory Research Touchstone Tours, Contextual Inquiry, Interviews
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 13
14. Current State of Organization
Act
“SHEEP”
Don’t Know
Know
“SLEEPERS” “SHOULDS”
Don’t Act
Exploratory Research Touchstone Tours, Contextual Inquiry, Interviews
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 14
15. Current State of Organization
Act
Neo!
“SHEEP”
Don’t Know
Know
“SLEEPERS” “SHOULDS”
Don’t Act
Exploratory Research Touchstone Tours, Contextual Inquiry, Interviews
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 15
16. Current State of Organization
Act
“SHEEP” “SAVVYS”
Don’t Know
Know
“SLEEPERS” “SHOULDS”
Don’t Act
Exploratory Research Touchstone Tours, Contextual Inquiry, Interviews
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 16
17. Design Implications
Learn
“I want a personal assistant who will do this stuff for me.” -- 30 y.o. female
Generative Research Collages, Card Sorting, Activity Book, Game of Life
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 17
18. Design Implications
Organize
“When will the rest of the world catch up with digital?” -- 28 y.o. male
Generative Research Collages, Card Sorting, Activity Book, Game of Life
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 18
19. Design Implications
Share
“Me and my husband need 100% access to each other’s documents...” -- 31 y.o. female
Generative Research Collages, Card Sorting, Activity Book, Game of Life
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 19
20. Design Implications
Evaluative Research Storyboards, Concept Speed dating, Clickable Prototype
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 20
21. Ideal State
Act
“SHEEP” “SAVVYS”
Don’t Know
Know
“SLEEPERS” “SHOULDS”
Don’t Act
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 21
22. Our Solution
papercake Website
Learn. Organize. Share.
Mobile
App
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 22
23. Videosketch
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 23
24. Delightful Interactions
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 24
25. Dashboard
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 25
26. Action Plans
“Switch: How to Change Things
When Change is Hard” by Chip
and Dan Heath
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 26
27. Action Plans
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 27
28. Action Plans
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 28
29. Action Plans
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 29
30. Filebox
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 30
31. Reminders and Alerts
BJ Fogg’s research on “Behavior
Design’” and Motivation
(www.bjfogg.com)
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 31
33. Next Steps
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 33
34. Next Steps
Data security, trust and credibility
Generating revenue
Future research
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 34
35. papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 35
36. papercake
Learn. Organize. Share.
Team Contacts Somya Jampala somya@cmu.edu
Priscilla Mok priscilm@andrew.cmu.edu
Loretta Neal loretta@cmu.edu
Zhe Han Neo
Project Blog
www.quarterhotcakes.wordpress.com
papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 36