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IBM Design Thinking
A New Era at IBM. Lean UX leading the way.



          Ariadna Font Llitjós, PhD
 UX Lead and Management Developer, Big Data
Creating a Consistent Culture of Design
Good design is good business.
—Thomas Watson Jr.
  Chief Executive Officer, 1973
IBM DESIGN THINKING
        Defines our approach to creating
   compelling personal value propositions and
          engaging user experiences
IBM Design Thinking: Scaling great design
Key building blocks for consistently great design outcomes




                                                             ©2013 IBM Corporation
IBM Design Thinking: Scaling great design
Key building blocks for consistently great design outcomes

Sponsor Clients/Users
Continuous engagement with
people in target roles and industry
domains




                                                             ©2013 IBM Corporation
IBM Design Thinking: Scaling great design
Key building blocks for consistently great design outcomes

Sponsor Clients/Users
Continuous engagement with
people in target roles and industry
domains




Release Hills
Focused investment, empowered
teams




                                                             ©2013 IBM Corporation
IBM Design Thinking: Scaling great design
Key building blocks for consistently great design outcomes

Sponsor Clients/Users                 Playbacks
Continuous engagement with            Relentless focus on user value and
people in target roles and industry   experience throughout the development
domains                               process




                                      • Story-driven milestones led by users
                                      • Playback Zero: Align on product vision before
                                       coding
                                      • Interim Playbacks: Demo stories in executable
                                       code

Release Hills
Focused investment, empowered
teams




                                                                                        ©2013 IBM Corporation
IBM Design Thinking: Scaling great design
Key building blocks for consistently great design outcomes

Sponsor Clients/Users                 Playbacks
Continuous engagement with            Relentless focus on user value and
people in target roles and industry   experience throughout the development
domains                               process




                                      • Story-driven milestones led by users
                                      • Playback Zero: Align on product vision before
                                       coding
                                      • Interim Playbacks: Demo stories in executable
                                       code

Release Hills                          Wiki-based Release Documents
Focused investment, empowered
                                       Efficient cross-functional collaboration
teams
                                       around peer-reviewed artifacts




                                                                            Engineerin
                                          Product                           g
                                          Management            Design
                                                                                         ©2013 IBM Corporation
IBM Design Thinking: Scaling great design
Key building blocks for consistently great design outcomes

Sponsor Clients/Users                 Playbacks                                          IBM Design
Continuous engagement with            Relentless focus on user value and                 Thinking
people in target roles and industry   experience throughout the development              Metrics
domains                               process                                            Visibility into
                                                                                         objective
                                                                                         operational
                                                                                         data

                                      • Story-driven milestones led by users
                                                                                          Organization
                                      • Playback Zero: Align on product vision before
                                                                                          data
                                       coding
                                      • Interim Playbacks: Demo stories in executable
                                                                                          Skills ratios
                                       code

Release Hills
Focused investment, empowered
                                       Wiki-based Release Documents
                                       Efficient cross-functional collaboration
                                                                                              1:9
teams                                                                                     Design team
                                       around peer-reviewed artifacts
                                                                                          skills data

                                                                                          Release
                                                                                          Blueprint URL
                                                                                          Release Hills

                                                                                          Lead Users
                                                                            Engineerin
                                          Product                           g             Dependencies
                                          Management            Design
                                                                                              ©2013 IBM Corporation
CAN’T
    DICTATE
GREAT OUTCOMES
PROCESS
PROCESS


Not a new way of acting, a new way of thinking
Clear Conceptual Models
 Decisions, not Process
Peer-Reviewed Artifacts
Clear Conceptual Models
 Decisions, not Process
Peer-Reviewed Artifacts
Clear Conceptual Models
 Decisions, not Process
Peer-Reviewed Artifacts
COMMANDER’S INTENT
COMMANDER’S INTENT
  “a framework for freedom to act”
CAN’T
    DICTATE
GREAT OUTCOMES
PREPARE FOR
GREAT OUTCOMES
IBM Design Thinking Collaboration Model




 Product
 management


 Sponsor
 client/user


 Design




 Engineering




                                          ©2013 IBM Corporation
IBM Design Thinking Collaboration Model




 Product       How do I engage with Design and Engineering to drive
 management    business results?

 Sponsor
 client/user


 Design




 Engineering




                                                                      ©2013 IBM Corporation
IBM Design Thinking Collaboration Model




 Product       How do I engage with Design and Engineering to drive
 management    business results?

 Sponsor
 client/user   What’s in it for me?


 Design




 Engineering




                                                                      ©2013 IBM Corporation
IBM Design Thinking Collaboration Model




 Product       How do I engage with Design and Engineering to drive
 management    business results?

 Sponsor
 client/user   What’s in it for me?

               How do I create a great product/solution design with
 Design
               limited time?




 Engineering




                                                                      ©2013 IBM Corporation
IBM Design Thinking Collaboration Model




 Product       How do I engage with Design and Engineering to drive
 management    business results?

 Sponsor
 client/user   What’s in it for me?

               How do I create a great product/solution design with
 Design
               limited time?




 Engineering
               How do I deliver great technology to market, with
               minimum waste?



                                                                      ©2013 IBM Corporation
IBM Design Thinking Collaboration Model
• Understand users, stories, requirements (PM, Design)
• Rapidly explore and converge the design (Design, PM, Engineering)
• Align on containable scope (Engineering, PM, Design)
                       Kick-Off


 Product       Define the
 management     mission


 Sponsor
 client/user
                             Discover and
                               Envision
 Design




 Engineering




                                                                      ©2013 IBM Corporation
personas
personas
           user stories &
           interactions
personas
           user stories &
           interactions




                  sketches
personas
              user stories &
              interactions




visual
prototypes
                     sketches
personas
                   user stories &
                   interactions




visual & working
prototypes
                          sketches
personas
                                  user stories &
                                  interactions




                   field testing




visual & working
prototypes
                                         sketches
field testing    release
               blueprint
IBM Design Thinking Collaboration Model
• Design played back by Sponsor User (PM, Design and Engineering attend)
• Alignment across team on what is to be delivered to market
• Robust Release Blueprint and Design Artifacts shared in the wiki (PM,
 Design)
                       Kick-Off      Playback Zero


 Product       Define the
 management     mission


 Sponsor
 client/user
                             Discover and
                               Envision
 Design




 Engineering




                                                                   ©2013 IBM Corporation
IBM Design Thinking Collaboration Model
• Code and test stories in small iterations/sprints (Engineering)
• Refine and finalize designs ahead of coding (Design)
• Evaluate end-of-iteration builds with users (Design)
                       Kick-Off      Playback Zero


 Product       Define the
 management     mission


 Sponsor
 client/user
                             Discover and
                               Envision
 Design


                                                     Build and Refine




 Engineering




                                                                       ©2013 IBM Corporation
IBM Design Thinking Collaboration Model
• Sponsor User plays back major stories (epics) as implemented (PM, D, and E
  attend)
• Example: Playback 1 = “Happy Path” demo
• Playback of major stories drives integration test ahead of unit test
  (Engineering)   Kick-Off  Playback Zero


 Product       Define the
 management     mission


 Sponsor
 client/user
                           Discover and
                             Envision
 Design


                                              Build and Refine




 Engineering




                                                                         ©2013 IBM Corporation
IBM Design Thinking Collaboration Model
• Sponsor User plays back major stories (epics) as implemented (PM, D, and E
  attend)
• Example: Playback 1 = “Happy Path” demo
• Playback of major stories drives integration test ahead of unit test
  (Engineering)   Kick-Off  Playback Zero     Interim Playbacks



 Product       Define the
 management     mission


 Sponsor
 client/user
                           Discover and
                             Envision
 Design


                                              Build and Refine




 Engineering




                                                                         ©2013 IBM Corporation
Deep engagement with Sponsor Clients/Users
Grounds project in the needs and domain knowledge of real users




                                               ‣ Product Management signs up Sponsor
                                                 Clients/Users for each Release Hill
                                                  • E.g., Client = Ford; User = Steve Smith


                                               ‣ Sponsor Users make themselves available
                                                 for user research purposes, and attend and
                                                 (where practical) run Playbacks
                                                  • Significant time commitment in return for ability
                                                    to strongly influence product/solution outcomes


Who to recruit                                 ‣ Sponsor Clients are not the only option:
✓ Actual customers (clients) in target roles     Typically the team does other discovery and
✓ Services (preferably GBS, or lab services)
                                                 evaluation work to reach a larger population
                                                 of target users
✓ Partners (delivery and sales partners)
✓ Technical sales (pre-/post-sales)


                                                                                         ©2013 IBM Corporation
IBM Design Thinking Collaboration Model
• Sponsor user plays back full user experience starting with install/sign up
 (PM, Design and Engineering attend)


                       Kick-Off      Playback Zero   Interim Playbacks   Final Playback



 Product       Define the
 management     mission


 Sponsor
 client/user
                             Discover and
                               Envision
 Design


                                                     Build and Refine




 Engineering




                                                                                   ©2013 IBM Corporation
IBM Designcamp




                 ©2013 IBM Corporation
IBM Designcamp


 Universal and transformative curriculum
 Learn a common mindset, language, and tools

     Culture       Leadership        Collaboration

               IBM Design Thinking

                Core Design Skills




                                                     ©2013 IBM Corporation
IBM Designcamp

                                                     Immersive, high-energy environment
 Universal and transformative curriculum
                                                     Collaboration and leadership lessons built
 Learn a common mindset, language, and tools
                                                     in

     Culture       Leadership        Collaboration
                                                                        Product Managers
               IBM Design Thinking
                                                                               Engineers
                Core Design Skills                                          Designers




                                                                                       ©2013 IBM Corporation
IBM Designcamp

                                                     Immersive, high-energy environment
 Universal and transformative curriculum
                                                     Collaboration and leadership lessons built
 Learn a common mindset, language, and tools
                                                     in

     Culture       Leadership        Collaboration
                                                                        Product Managers
               IBM Design Thinking
                                                                               Engineers
                Core Design Skills                                          Designers



 Experiential learning approach




 • Experiential hands-on activities
 • Collaborative cross-functional workshops
 • Immersive social experiences
                                                                                       ©2013 IBM Corporation
IBM Designcamp

                                                     Immersive, high-energy environment
 Universal and transformative curriculum
                                                     Collaboration and leadership lessons built
 Learn a common mindset, language, and tools
                                                     in

     Culture       Leadership        Collaboration
                                                                        Product Managers
               IBM Design Thinking
                                                                               Engineers
                Core Design Skills                                          Designers



 Experiential learning approach


                                                     Available for all audiences
                                                     • 1 week all IBMers
                                                     • 2 weeks professional hires
                                                     • 3 months college hires

 • Experiential hands-on activities
 • Collaborative cross-functional workshops
 • Immersive social experiences
                                                                                       ©2013 IBM Corporation
IBM Designcamp

                                                     Immersive, high-energy environment
 Universal and transformative curriculum
                                                     Collaboration and leadership lessons built
 Learn a common mindset, language, and tools
                                                     in

     Culture       Leadership        Collaboration
                                                                        Product Managers
               IBM Design Thinking
                                                                               Engineers
                Core Design Skills                                          Designers



 Experiential learning approach


                                                     Available for all audiences
                                                     • 1 week all IBMers
                                                     • 2 weeks professional hires
                                                     • 3 months college hires

 • Experiential hands-on activities
                                                                              I nte n se, f u n . . .
 • Collaborative cross-functional workshops                                                    !
 • Immersive social experiences                                                  e f fe cti ve
                                                                                        ©2013 IBM Corporation
Envisioning the IBM Portfolio




                           The IBM Portfolio


                                           Tight integration across core technologies
     WORKS TOGETHER             Maps       Interoperability with complementary technologies



                                           Common look and feel
     WORKS THE SAME             Language   Enables easy skills transfer


                                           Focuses on the user and the user’s story
     WORKS FOR ME               Personas   Spans product lifecycle (learn, buy, adopt,
                                           maintain)




                      Enterprise scale and security
1
1

    430,000
CULTURE
A strict observance of the written laws is
doubtless one of the high duties of a good
citizen, but it is not the highest.
A strict observance of the written laws is
doubtless one of the high duties of a good
citizen, but it is not the highest.

The laws of necessity, of self-preservation,
of saving our country when in danger, are of
higher obligation. To lose our country by a
scrupulous adherence to written law, would
be to lose the law itself, with life, liberty,
property and all those who are enjoying
them with us; thus absurdly sacrificing the
end to the means.
                   — Thomas Jefferson
IBM DESIGN THINKING

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IBM design thinking @LeanUXNYC

  • 1. IBM Design Thinking A New Era at IBM. Lean UX leading the way. Ariadna Font Llitjós, PhD UX Lead and Management Developer, Big Data
  • 2. Creating a Consistent Culture of Design
  • 3. Good design is good business. —Thomas Watson Jr. Chief Executive Officer, 1973
  • 4. IBM DESIGN THINKING Defines our approach to creating compelling personal value propositions and engaging user experiences
  • 5. IBM Design Thinking: Scaling great design Key building blocks for consistently great design outcomes ©2013 IBM Corporation
  • 6. IBM Design Thinking: Scaling great design Key building blocks for consistently great design outcomes Sponsor Clients/Users Continuous engagement with people in target roles and industry domains ©2013 IBM Corporation
  • 7. IBM Design Thinking: Scaling great design Key building blocks for consistently great design outcomes Sponsor Clients/Users Continuous engagement with people in target roles and industry domains Release Hills Focused investment, empowered teams ©2013 IBM Corporation
  • 8. IBM Design Thinking: Scaling great design Key building blocks for consistently great design outcomes Sponsor Clients/Users Playbacks Continuous engagement with Relentless focus on user value and people in target roles and industry experience throughout the development domains process • Story-driven milestones led by users • Playback Zero: Align on product vision before coding • Interim Playbacks: Demo stories in executable code Release Hills Focused investment, empowered teams ©2013 IBM Corporation
  • 9. IBM Design Thinking: Scaling great design Key building blocks for consistently great design outcomes Sponsor Clients/Users Playbacks Continuous engagement with Relentless focus on user value and people in target roles and industry experience throughout the development domains process • Story-driven milestones led by users • Playback Zero: Align on product vision before coding • Interim Playbacks: Demo stories in executable code Release Hills Wiki-based Release Documents Focused investment, empowered Efficient cross-functional collaboration teams around peer-reviewed artifacts Engineerin Product g Management Design ©2013 IBM Corporation
  • 10. IBM Design Thinking: Scaling great design Key building blocks for consistently great design outcomes Sponsor Clients/Users Playbacks IBM Design Continuous engagement with Relentless focus on user value and Thinking people in target roles and industry experience throughout the development Metrics domains process Visibility into objective operational data • Story-driven milestones led by users Organization • Playback Zero: Align on product vision before data coding • Interim Playbacks: Demo stories in executable Skills ratios code Release Hills Focused investment, empowered Wiki-based Release Documents Efficient cross-functional collaboration 1:9 teams Design team around peer-reviewed artifacts skills data Release Blueprint URL Release Hills Lead Users Engineerin Product g Dependencies Management Design ©2013 IBM Corporation
  • 11. CAN’T DICTATE GREAT OUTCOMES
  • 13. PROCESS Not a new way of acting, a new way of thinking
  • 14. Clear Conceptual Models Decisions, not Process Peer-Reviewed Artifacts
  • 15. Clear Conceptual Models Decisions, not Process Peer-Reviewed Artifacts
  • 16. Clear Conceptual Models Decisions, not Process Peer-Reviewed Artifacts
  • 18. COMMANDER’S INTENT “a framework for freedom to act”
  • 19. CAN’T DICTATE GREAT OUTCOMES
  • 21. IBM Design Thinking Collaboration Model Product management Sponsor client/user Design Engineering ©2013 IBM Corporation
  • 22. IBM Design Thinking Collaboration Model Product How do I engage with Design and Engineering to drive management business results? Sponsor client/user Design Engineering ©2013 IBM Corporation
  • 23. IBM Design Thinking Collaboration Model Product How do I engage with Design and Engineering to drive management business results? Sponsor client/user What’s in it for me? Design Engineering ©2013 IBM Corporation
  • 24. IBM Design Thinking Collaboration Model Product How do I engage with Design and Engineering to drive management business results? Sponsor client/user What’s in it for me? How do I create a great product/solution design with Design limited time? Engineering ©2013 IBM Corporation
  • 25. IBM Design Thinking Collaboration Model Product How do I engage with Design and Engineering to drive management business results? Sponsor client/user What’s in it for me? How do I create a great product/solution design with Design limited time? Engineering How do I deliver great technology to market, with minimum waste? ©2013 IBM Corporation
  • 26. IBM Design Thinking Collaboration Model • Understand users, stories, requirements (PM, Design) • Rapidly explore and converge the design (Design, PM, Engineering) • Align on containable scope (Engineering, PM, Design) Kick-Off Product Define the management mission Sponsor client/user Discover and Envision Design Engineering ©2013 IBM Corporation
  • 28. personas user stories & interactions
  • 29. personas user stories & interactions sketches
  • 30. personas user stories & interactions visual prototypes sketches
  • 31. personas user stories & interactions visual & working prototypes sketches
  • 32. personas user stories & interactions field testing visual & working prototypes sketches
  • 33. field testing release blueprint
  • 34. IBM Design Thinking Collaboration Model • Design played back by Sponsor User (PM, Design and Engineering attend) • Alignment across team on what is to be delivered to market • Robust Release Blueprint and Design Artifacts shared in the wiki (PM, Design) Kick-Off Playback Zero Product Define the management mission Sponsor client/user Discover and Envision Design Engineering ©2013 IBM Corporation
  • 35. IBM Design Thinking Collaboration Model • Code and test stories in small iterations/sprints (Engineering) • Refine and finalize designs ahead of coding (Design) • Evaluate end-of-iteration builds with users (Design) Kick-Off Playback Zero Product Define the management mission Sponsor client/user Discover and Envision Design Build and Refine Engineering ©2013 IBM Corporation
  • 36. IBM Design Thinking Collaboration Model • Sponsor User plays back major stories (epics) as implemented (PM, D, and E attend) • Example: Playback 1 = “Happy Path” demo • Playback of major stories drives integration test ahead of unit test (Engineering) Kick-Off Playback Zero Product Define the management mission Sponsor client/user Discover and Envision Design Build and Refine Engineering ©2013 IBM Corporation
  • 37. IBM Design Thinking Collaboration Model • Sponsor User plays back major stories (epics) as implemented (PM, D, and E attend) • Example: Playback 1 = “Happy Path” demo • Playback of major stories drives integration test ahead of unit test (Engineering) Kick-Off Playback Zero Interim Playbacks Product Define the management mission Sponsor client/user Discover and Envision Design Build and Refine Engineering ©2013 IBM Corporation
  • 38. Deep engagement with Sponsor Clients/Users Grounds project in the needs and domain knowledge of real users ‣ Product Management signs up Sponsor Clients/Users for each Release Hill • E.g., Client = Ford; User = Steve Smith ‣ Sponsor Users make themselves available for user research purposes, and attend and (where practical) run Playbacks • Significant time commitment in return for ability to strongly influence product/solution outcomes Who to recruit ‣ Sponsor Clients are not the only option: ✓ Actual customers (clients) in target roles Typically the team does other discovery and ✓ Services (preferably GBS, or lab services) evaluation work to reach a larger population of target users ✓ Partners (delivery and sales partners) ✓ Technical sales (pre-/post-sales) ©2013 IBM Corporation
  • 39. IBM Design Thinking Collaboration Model • Sponsor user plays back full user experience starting with install/sign up (PM, Design and Engineering attend) Kick-Off Playback Zero Interim Playbacks Final Playback Product Define the management mission Sponsor client/user Discover and Envision Design Build and Refine Engineering ©2013 IBM Corporation
  • 40. IBM Designcamp ©2013 IBM Corporation
  • 41. IBM Designcamp Universal and transformative curriculum Learn a common mindset, language, and tools Culture Leadership Collaboration IBM Design Thinking Core Design Skills ©2013 IBM Corporation
  • 42. IBM Designcamp Immersive, high-energy environment Universal and transformative curriculum Collaboration and leadership lessons built Learn a common mindset, language, and tools in Culture Leadership Collaboration Product Managers IBM Design Thinking Engineers Core Design Skills Designers ©2013 IBM Corporation
  • 43. IBM Designcamp Immersive, high-energy environment Universal and transformative curriculum Collaboration and leadership lessons built Learn a common mindset, language, and tools in Culture Leadership Collaboration Product Managers IBM Design Thinking Engineers Core Design Skills Designers Experiential learning approach • Experiential hands-on activities • Collaborative cross-functional workshops • Immersive social experiences ©2013 IBM Corporation
  • 44. IBM Designcamp Immersive, high-energy environment Universal and transformative curriculum Collaboration and leadership lessons built Learn a common mindset, language, and tools in Culture Leadership Collaboration Product Managers IBM Design Thinking Engineers Core Design Skills Designers Experiential learning approach Available for all audiences • 1 week all IBMers • 2 weeks professional hires • 3 months college hires • Experiential hands-on activities • Collaborative cross-functional workshops • Immersive social experiences ©2013 IBM Corporation
  • 45. IBM Designcamp Immersive, high-energy environment Universal and transformative curriculum Collaboration and leadership lessons built Learn a common mindset, language, and tools in Culture Leadership Collaboration Product Managers IBM Design Thinking Engineers Core Design Skills Designers Experiential learning approach Available for all audiences • 1 week all IBMers • 2 weeks professional hires • 3 months college hires • Experiential hands-on activities I nte n se, f u n . . . • Collaborative cross-functional workshops ! • Immersive social experiences e f fe cti ve ©2013 IBM Corporation
  • 46.
  • 47.
  • 48.
  • 49.
  • 50. Envisioning the IBM Portfolio The IBM Portfolio Tight integration across core technologies WORKS TOGETHER Maps Interoperability with complementary technologies Common look and feel WORKS THE SAME Language Enables easy skills transfer Focuses on the user and the user’s story WORKS FOR ME Personas Spans product lifecycle (learn, buy, adopt, maintain) Enterprise scale and security
  • 51. 1
  • 52. 1 430,000
  • 54.
  • 55. A strict observance of the written laws is doubtless one of the high duties of a good citizen, but it is not the highest.
  • 56. A strict observance of the written laws is doubtless one of the high duties of a good citizen, but it is not the highest. The laws of necessity, of self-preservation, of saving our country when in danger, are of higher obligation. To lose our country by a scrupulous adherence to written law, would be to lose the law itself, with life, liberty, property and all those who are enjoying them with us; thus absurdly sacrificing the end to the means. — Thomas Jefferson
  • 57.