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Welcome!
 www.productcampdc.org
      #pcampdc
LinkedIn group: ProductCamp DC

    Participate in Your Success
            May 5, 2012
Thank You to Our Sponsors




                            2
About me: Shardul Mehta
• 17 years building and launching digital products and experiences
• Early career: software developer – Honeywell, First USA Bank
• Did my first start-up in 2000
    – Healthcare Application Service Provider (ASP – now called SaaS)
• Small, family business – medical office software
    – Product development, product management, marketing
• Now at Capital One: digital product management
• MBA, Tepper Business School, Carnegie Mellon
• B.S., Computer & Information Sciences


          shardulmehta@gmail.com
           Twitter: @shardulmehta
     www.linkedin.com/in/shardulmehta
   http://streetsmartproductmanager.com
The Problem of Conceptual Design in a Big Company

• Too many stakeholders

• Too many affected parties and vested interests

• Too many opinions

• Too many approvals

• Takes too long!
What we really want is
• A CX design that:
  – Solves the business problem
  – Can be agreed upon by all stakeholders
  – Can be used to obtain directional IT feedback
  – Can be quickly tested with customers


• Achieved through fast iterative cycles
Hothouse
• 2 to 3-day focused effort consisting of a series of
  iterative Creative Sprints and Design Immersion
  Sessions with key stakeholders

• Focus is on the creating the user experience
   – Push the envelope on design
   – Don’t be limited by technology, systems, processes,
     entrenches business practices
   – Stakeholder alignment on a UX that solves the business
     problem and provides a great customer experience
Sample Agenda
                    Day 1                                                Day 2

•08:30 – 09:00 Kickoff: Welcome/Intro                •08:30 – 12:00 Creative Sprint #2
•09:00 – 10:00 Business Problem Overview             •12:00 – 01:00 Design Immersion Session #2
•10:00 – 12:00                                       •01:00 – 04:00 Creative Sprint #3
     •Walk-Through Existing Prototype
                                                     •04:00 – 05:00 Final Design Immersion
     •Share VOC Feedback
                                                      Sessions
     •Feedback/Direction from Judges
                                                     •05:00 – 05:15 Closing (next steps)
•12:00 – 04:00 Creative Sprint #1
•04:00 – 05:00 Design Immersion Session #1

• Creative Sprints: team takes the feedback from the judges to produce the next iteration of the
  prototype
• Design Immersion Sessions: team demos the latest iteration for stakeholder feedback
• Lunches will be working sessions
The Hothouse process fosters intense and focused solution
      development
     People                                       Agenda
• 1 Business / Product Lead          •Business problem overview
                                                                                         Hothouse
• 1 CX Lead                          •Existing prototype & VOC review
• 2-4 UI Designers                   •Iterations
                                                                                                           x2
• 1-2 IT/Engineering Leads           •Prototype demonstrations
                                     •Feedback / Judging                                 Daily
                                                                                         demonstration

      INPUTS                  CREATIVE                                 OUTPUTS
Confidence Level 50%+         SPRINTS                                  Confidence Level 80%
                              Prototype
                              Creation                                    Agreed upon solution with
   •Biz Problem               Prototype
                                                                          stakeholders
   •Prototype                 demonstration                               Working demonstrable prototype
   •VOC Feedback              Knowledge
                                                                          Prioritized user stories
                              share                                       Identification of impacted
                              Trade-offs
                                                                          systems and organizations
                              agreed



                                           All stakeholders fully represented
                                           Constant stakeholder involvement
                BENEFITS                   Rapid incorporation and iteration through feedback
                                           High level of innovation & collaboration
                                           Improving faster time to market
Participants represent a cross-section of the roles, levels,
   organizations and disciplines involved in the delivery process

  Role Type             What                                        Who
Facilitator   Manage overall event     Facilitates the Hothouse process
              Assess solutions,        Relevant stakeholders, typically executive and senior
Judges
              provide feedback         management level folks
Business      Articulate business
                                       Business / Product Lead
Intent        problem
Customer      Demo existing prototype
                                      Product Manager / CX Lead
Experience    & VOC
                                       1 Business / Product Lead
              Develop the best
Team          customer experience      1 CX Lead
Members       solution to solve the    2-4 UI Designers
              business problem.
                                       1-2 IT/Engineering Leads (e.g., Architect, Tech Lead)

• Lifeline resources: designated individuals from dependent departments available as “phone-a-
  friend” resources (e.g., Legal, Compliance, Fraud, Brand, etc.)
Principles of a Successful Hothouse
•    Close collaboration
•    Rapid prototyping
•    Focus on the user experience
•    Working team same as those responsible for delivery
•    Executive commitment
•    Same judges at every Design Immersion Session
     – Delegates are empowered to make decisions on their behalf
• Plenty of energy suppliers!
Benefits of Hothouse
• Direct stakeholder involvement – immediate feedback

• Stakeholder consensus on:
   – Understanding of business problem
   – Proposed solution


• Alignment by all parties on potential high-level IT
  impacts and delivery trade-offs

• Clarity for delivery team
Hothouse


   Combines rapid prototyping with executive
     level decision making to quickly reach
    consensus on key customer experiences
www.producampdc.org
            Twitter #pcampdc
      LinkedIn group: ProductCamp DC



      shardulmehta@gmail.com
      Twitter: @shardulmehta
 www.linkedin.com/in/shardulmehta
http://streetsmartproductmanager.com

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Hothouse: CX Design in a Big Company

  • 1. Welcome! www.productcampdc.org #pcampdc LinkedIn group: ProductCamp DC Participate in Your Success May 5, 2012
  • 2. Thank You to Our Sponsors 2
  • 3. About me: Shardul Mehta • 17 years building and launching digital products and experiences • Early career: software developer – Honeywell, First USA Bank • Did my first start-up in 2000 – Healthcare Application Service Provider (ASP – now called SaaS) • Small, family business – medical office software – Product development, product management, marketing • Now at Capital One: digital product management • MBA, Tepper Business School, Carnegie Mellon • B.S., Computer & Information Sciences shardulmehta@gmail.com Twitter: @shardulmehta www.linkedin.com/in/shardulmehta http://streetsmartproductmanager.com
  • 4. The Problem of Conceptual Design in a Big Company • Too many stakeholders • Too many affected parties and vested interests • Too many opinions • Too many approvals • Takes too long!
  • 5. What we really want is • A CX design that: – Solves the business problem – Can be agreed upon by all stakeholders – Can be used to obtain directional IT feedback – Can be quickly tested with customers • Achieved through fast iterative cycles
  • 6. Hothouse • 2 to 3-day focused effort consisting of a series of iterative Creative Sprints and Design Immersion Sessions with key stakeholders • Focus is on the creating the user experience – Push the envelope on design – Don’t be limited by technology, systems, processes, entrenches business practices – Stakeholder alignment on a UX that solves the business problem and provides a great customer experience
  • 7. Sample Agenda Day 1 Day 2 •08:30 – 09:00 Kickoff: Welcome/Intro •08:30 – 12:00 Creative Sprint #2 •09:00 – 10:00 Business Problem Overview •12:00 – 01:00 Design Immersion Session #2 •10:00 – 12:00 •01:00 – 04:00 Creative Sprint #3 •Walk-Through Existing Prototype •04:00 – 05:00 Final Design Immersion •Share VOC Feedback Sessions •Feedback/Direction from Judges •05:00 – 05:15 Closing (next steps) •12:00 – 04:00 Creative Sprint #1 •04:00 – 05:00 Design Immersion Session #1 • Creative Sprints: team takes the feedback from the judges to produce the next iteration of the prototype • Design Immersion Sessions: team demos the latest iteration for stakeholder feedback • Lunches will be working sessions
  • 8. The Hothouse process fosters intense and focused solution development People Agenda • 1 Business / Product Lead •Business problem overview Hothouse • 1 CX Lead •Existing prototype & VOC review • 2-4 UI Designers •Iterations x2 • 1-2 IT/Engineering Leads •Prototype demonstrations •Feedback / Judging Daily demonstration INPUTS CREATIVE OUTPUTS Confidence Level 50%+ SPRINTS Confidence Level 80% Prototype Creation Agreed upon solution with •Biz Problem Prototype stakeholders •Prototype demonstration Working demonstrable prototype •VOC Feedback Knowledge Prioritized user stories share Identification of impacted Trade-offs systems and organizations agreed All stakeholders fully represented Constant stakeholder involvement BENEFITS Rapid incorporation and iteration through feedback High level of innovation & collaboration Improving faster time to market
  • 9. Participants represent a cross-section of the roles, levels, organizations and disciplines involved in the delivery process Role Type What Who Facilitator Manage overall event Facilitates the Hothouse process Assess solutions, Relevant stakeholders, typically executive and senior Judges provide feedback management level folks Business Articulate business Business / Product Lead Intent problem Customer Demo existing prototype Product Manager / CX Lead Experience & VOC 1 Business / Product Lead Develop the best Team customer experience 1 CX Lead Members solution to solve the 2-4 UI Designers business problem. 1-2 IT/Engineering Leads (e.g., Architect, Tech Lead) • Lifeline resources: designated individuals from dependent departments available as “phone-a- friend” resources (e.g., Legal, Compliance, Fraud, Brand, etc.)
  • 10. Principles of a Successful Hothouse • Close collaboration • Rapid prototyping • Focus on the user experience • Working team same as those responsible for delivery • Executive commitment • Same judges at every Design Immersion Session – Delegates are empowered to make decisions on their behalf • Plenty of energy suppliers!
  • 11. Benefits of Hothouse • Direct stakeholder involvement – immediate feedback • Stakeholder consensus on: – Understanding of business problem – Proposed solution • Alignment by all parties on potential high-level IT impacts and delivery trade-offs • Clarity for delivery team
  • 12. Hothouse Combines rapid prototyping with executive level decision making to quickly reach consensus on key customer experiences
  • 13. www.producampdc.org Twitter #pcampdc LinkedIn group: ProductCamp DC shardulmehta@gmail.com Twitter: @shardulmehta www.linkedin.com/in/shardulmehta http://streetsmartproductmanager.com