service storming and dragon lines

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SERVICE STORMING AND DRAGON LINES (From Acting to Action) Jared Cole | @coeekid Jamin Hegeman | @jamin

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UX Week 2012 workshop that focuses on two service design tools: service storming and blueprinting

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Page 1: Service Storming and Dragon Lines

SERVICE STORMING AND DRAGON LINES(From Acting to Action)

Jared Cole | @coffeekidJamin Hegeman | @jamin

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SCHEDULE Introduction Acting Discussion Break Service Blueprint Overview Service Blueprint Exercise Q&A

2:00-2:152:15-3:153:15-3:303:30-3:453:45-4:004:00-5:005:00-5:30

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ey used to only ask for this.

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now they want more!

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CHALLENGEHow do we use our design skills to help organizations orchestrate experiences and interactions across touchpoints and time?

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Service Storming

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Service Storming

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A collaborative activity, focused on the generation of new service experience concepts through acting.

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Science of Service Storming

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Engaging in physical expression activates different parts of your brain, helping you to think in new ways.

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Art of Service Storming

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Service delivery is a performance. If your performance connects with the audience, you might be on to something.

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e Rules

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No Sitting. No Pitching.

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Experience PrinciplesHidden Treasure

Ideal state. What if...10 minutes

Voting | Taxes | DMV

Think across space, time,products, and people.

Act it Out20 minutes

3 scenes3 touchpoints2 minutes

Voting Booth+

Day Spa

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How can this help me?

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Break

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Dragon Lines

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Dragon LinesTo determine feng shui, the ancient Chinese would run down a hill to #nd the natural $ow.

We are going to map that $ow through service blueprinting.

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SERVICE BLUEPRINTA blueprint is an operational tool that describes the nature and the characteristics of the service interaction in enough detail to verify, implement, and maintain it.

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134 Harvard Business Review January-February 1984

Exhibit I

StarKlardexecution time2 minutes

Totalacceptableexecution time5 minutes

Blueprint for a comer shoeshine

Brushshoes

Faciiitating servicesand products

Une ofvialblllty

Not seenby customerbut necessarytoperfonnance

Selectand purchasesupplies

There are several reasons for the lack ofanalytical service systems designs. Services areunusual in that they have impact, but no form. Likelight, they can't he physically stored or possessed andtheir consumption is often simultaneous with theirproduction.

People confuse services with productsand with good manners. But a service is not a physicalobject and cannot he possessed. When we buy the useof a hotel room, we take nothing away with us hut theexperience of the night's stay When we fly, we aretransported by an airplane hut we don't own it.Although a consultant's product may appear as abound report, what the consumer bought was mentalcapahility and knowledge, not paper and ink. A serviceis not a servant; it need not be rendered by a person.Even when people are the chosen means of execution,they are only part of the process.

Outstanding service companies instillin their managers a fanatical attachment to the origi-nal service idea. Believing that this product of genius isthe only thing they have going for them, they try tomaintain it with considerable precision. They bring inmethods engineers to quantify and make existing com-ponents more efficient. They codify the process in vol-umes of policies and procedures. While the outline of agreat service concept may he reflected in these tools,the procedures are only fragmented views of a morecomprehensive, largely undocumented phenomenon.

Good and lasting service management requires muchmore. Better service design provides the key to marketsuccess, and more important, to growth.

The operations side of service manage-ment often uses work flow design and control methodssuch as time-motion engineering, PERT/GANTTcharting, and quality-control methods derived fromthe work of W. Edwards Deming. These procedures pro-vide managers with a way to visualize a process and todefine and manipulate it at arm's length. What theymiss is the consumer's relationship to, and interactionwith, services. They make no provision for people-rendered services that require judgment and a lessmechanical approach. They don't account for the ser-vice's products that must be managed simultaneouslywith the process. And they don't allow for special prob-lems of market position, advertising, pricing, ordistribution.

We can build on the strength of theseoperational systems, however, to come up with a morecomprehensive and workable framework for address-ing most issues of service development. We can devisea blueprint for service design that is nonsubjective andquantifiable, one which will allow developers to workout details ahead of time. Such a blueprint gives man-agers a context within which to deal with the manage-ment and control of the process.

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Where in the process?

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Journey

Ideation

Blueprint

Touchpoints

Storyboard

research

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Customer Actions

Touchpoints

Staff Actions

Back Stage Staff

Support Processes

Building Blocks

Time

Line of Visibility

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Customer ordersa hamburger

Dinner menu

Server records order on Notepad

Order system

Customer waits

Server enters order into

system

Server checks on customer

Chef receives order and makes

burger

Customer feels cared for

Conversation

Hamburger ingredients

Server delivers hamburger

Chef delivers hamburger to

server

Customer receivers order

Hamburger

Example

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Customer ordersa hamburger

Dinner menu

Server records order on iPad

Order systemiPad app

Hamburger ingredients

Customer waits

Server checks on customer

Chef receives order and makes

burger

Customer feels cared for

Conversation

Server delivers hamburger

Chef delivers hamburger to

server

Customer receivers order

Hamburger

Iteration

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PATIENTACTIONS

PHYSICAL EVIDENCE

ONSTAGECONTACTPERSON

BACKSTAGECONTACTPERSON

Debbie’s Chart Cart

Records/Database

System

Bin System

Check Vitals &

Ask Quest

Place in Kassam

Bin

Meet Dr. Kassam

Kassam Gets Quick

Review

Take Away Chart

Process & Check-out

Records/Database

System

Dictation

Chart Storage System

Door Tag System

See Other Patients

SUPPORT PROCESSES

Sign In

Front Desk

Waiting Room

Front Desk

Front Desk

Hallway Exam Room

MRI & Chart

Exam Room

MRI & Chart

Door Tag Waiting Room

Check-out Room

Waiting Room

Line of Interaction

Line of Visibility

Responds Follow toExam Rm

AnswerQuestions

AskQuestions

ReturnDoor Tag

Check-out, Pay, & Leave

Check-in

Welcome

Get Patient Chart

See Other Patients

Process

See Other Patients

Brings Door Tag

Back

CallPatient

Grab Door Tag

Escort to Exam Rm

Chart in To Be

Seen Bin

Write Rm # on

Schedule

See Other Patients

Grab Chart

from Bin

Chart Taken by

Staff

Check Patient

Location

Check Patient

Location

Schedule System

Service Blueprint of Presby Neuro Clinic

? ? ? ? ?

Line of Internal Interaction

? ? ?

Wait Wait Wait inExam Rm Wait Wait

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Provide a human-centered perspective

Prototype the service

Visualize all the pieces

Communicate across silos

Prioritize projects

Purpose

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60 Minutes

Paper & Post-Its

Blueprinting Activity

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Customer ordersa hamburger

Dinner menu

Server records order on Notepad

Order system

Customer waits

Server enters order into

system

Server checks on customer

Chef receives order and makes

burger

Customer feels cared for

Conversation

Hamburger ingredients

Server delivers hamburger

Chef delivers hamburger to

server

Customer receivers order

Hamburger

Example

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Tips

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Determine your scaleService journey

blueprint

blueprint

blueprint

blueprint

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Decide your #delity

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Post its

excel

illustrator

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Start, stop, continue

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current state blueprint future state blueprint

gap

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Orchestrate implementation

single touchpoint

Coordinated touchpoints

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Work with others

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process engineering

business

Technology

change management

marketing

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e Future of Blueprints

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area of visibility

account executives product executives (BTO) operational executives (SO)

P P P PP P P P P P P P PP

scri

pt

hazard line

prov

ider

’s st

eps

cust

omer

ste

psba

ckst

age

ap

plic

atio

nsu

ppor

t pr

oces

ses

serv

ice

repr

esen

tativ

e

onst

age

back

stag

e

implementation

Dialing IBM-HELP to get assistance with Lotus NotesCarrie Chan | IBM T.J Watson Research Center, Hawthorne NY | 6.15.07Blueprinting ideas v.4

problem with Lotus Notes Mail and Calendar syncing

Lotus Notes Mail and Calendar syncing works

Ticket number

cust

omer

’s jo

urne

y

i’m pressing ‘3’ and nothing is happening...

serv

ice

evid

ence

he’s apologizing for soft-ware malfunction - is this the same problem i was just having? or should i be worrying about something else?

how long am i being put on hold for?

he’s talking really fast

he’s assuming i know all the IBM language even though I’ve repeatedly told him I was new

is he even listening to me? he seems to be typing a lot. and not paying attention.

what is a ticket number?

6D1511 is before 6A1511 in the menu choices... did I hear 6D1511 correctly?

finally, the agent is back

he solved the problem!

Dislike calling call centers

DIAL TALK TO AGENTNAVIGATE PRE-RECORDED MENU WAIT FOLLOW AGENT’S STEPS TO SOLVE PROBLEM PROBLEM SOLVED

HANG UP?

Ask customer what problem they’re having.

Ask for employee serial number.

Present customer with menu options to redirect call.

Redirect call after customer inputs a choice.

Introduce yourself.Apologize for software malfunction.

Ask if they are on or off site.

Look up information regarding Lotus Notes Mail and Calendar syncing on database.

Ask what error message the customer is getting.

Proceed to follow steps outlined in documentation. Ask customer to write down the ticket number.Email this ticket number to the customer.

Thank customer for calling IBM HELP.

Give introductory speech. Confirm that the customer’s problem is solved.

Ask if the customer has any other problems.

line of visibility

WAIT FOR CALL INTRODUCTIONDIRECT CALL TO PROPER DEPT. FIND SOLUTION TO PROBLEM WALK CUSTOMER THROUGH PROBLEM SOLUTION GIVE TICKET NUMBERGET PROBLEM CONCLUDE

thinkcarrie.comLiving with Complexity, Donald Norman

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http://bit.ly/SK4HHUDamaris Sepulveda | @shizada

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Extra tip: Play!

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Design across touchpoints

Design across channels

Design across experiences

meet the future needs of design

ese activities will help you...

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ank you!

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CONTACT

JARED COLE [email protected] | @coffeekid

JAMIN HEGEMAN [email protected] | @jamin

RESOURCES

SERVICE DESIGN NETWORKservice-design-network.org

SERVICE DESIGN TOOLSservicedesigntools.org

DESIGN FOR SERVICEdesignforservice.wordpress.com

SERVICE DESIGN DRINKS AND EVENTSservicedesigning.org

SF SERVICE DESIGN DRINKS@servicedesignsf