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UX Influence and
       Innovation
                    Wendy Castleman
                         Intuit
Walmart UX Summit
February 2013
Wendy Castleman
Innovation Catalyst Community Leader
D4D Strategist
User Experience
Practitioner              Leader/Influencer




                                              Product
                                    Others
                                              Product
 You            Product    You
                                    Others    Product
Gain Influence Through
Empowering Others With Our
          Tools…
Our Story of Design Innovation
2007
Solid Products
Focus on EASE
2007
Designers                      Researchers
• Design the interaction       • Conduct Customer
  and/or visuals                 Interviews/Site Visits
  (mockups, drawings)          • Write reports/Present
• Create Spec Docs               findings
• Make changes based on        • Conduct Usability Tests
  technological or usability     (including cardsorts, etc)
  push-back                    • Write reports/Present
• Complaint: “Everyone           findings
  thinks they are a            • Complaint: “Changes
  designer…”                     aren’t made based on
                                 findings!”
Also…
Few New Offerings      Focus on Incremental
                       Feature Improvements
Ease was not enough



Net Promoter
    Score
               Time
Designing for Ease
Designing for Delight
Design for Delight
Going beyond customer expectations
in delivering ease and benefit, evoking
positive emotion throughout the
customer journey.
“Yo designers… can you just
   take this product and make it
             delightful?”



                 System       Delightful
Product Idea
               Architecture    Design
Can we get folks to think
about designing delight from
         the start?
   …and what if others “own” the
  project before we get our hands
               on it?
Let’s teach them!
Design for Delight Principles
2009

INNOVATION CATALYSTS
INNOVATION CATALYSTS                                                                    FY ‘13
                                                                      FY ‘12

                                      FY ‘11


            FY ‘10


FY ‘09

   10       75 Catalysts              120 Catalysts                  170 Catalysts      200 Catalysts
Catalysts




                            Cross functional group of D4D experts, working across the
                           company to apply D4D in the day-to-day to achieve Delight
Innovation Catalysts & D4D
          Activity




FY09      FY10                FY11              FY12           FY13
       Innovation Catalysts          D4D Activities/Sessions
Our goal:

D4D is in our
DNA by 2015
Our Vision

    D4D in the DNA
 Profoundly delighting our
customers is why we exist
and D4D is instinctively the
      way we do it.
Culture Change Thus Far…

• Solid Products                • Solid Products with
  (QuickBooks, TurboTax, etc)     Innovative New Features
• NO mobile apps                  and Platforms
• Few New Offerings             • Lots of mobile apps
• Focus on Ease                 • Lots of New Offerings
• Usability Testing in our UX   • Focus on Innovation and
  Labs with UX Researchers        Delighting Customers
• Incremental Improvements      • Lots of
• Few Risks
                                  Experimentation, everywher
                                  e with full team engagement
                                • Lots of Risks
29
D4D is being used…
                       By Front-line
In Sales & Marketing                      In IT (GES)        In L&D
                        Employees




      By XD!              In HR          In EVERY BU       In Finance




      In Legal         In EVERY FG     In Customer Care   By Executives
Innovating For Impact
             Intuit Stock Price
  70                                                     $50


  60


  50


  40


  30
               $29

  20
   Jul-07   Jul-08   Jul-09   Jul-10   Jul-11   Jul-12
Influence and Innovation

By empowering others to use our
           tools…
Think of the role of UX more
           broadly
Harness the Evangelists
Develop the org to do better
      for customers
6 Simple, Powerful Tools to
     Have Others Use
   (these won’t be new to you)
Journey Line
Empathy Map
Problem Statement
Brainstorming with
  2x2 Narrowing
Storyboard
Rapid Prototyping &
 Experimentation
Empathy Map

TRY IT…
What do I believe?
                                       What motivates me?




Wendy Castleman
Innovation Catalyst Community Leader
D4D Strategist

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UX Influence & Innovation

Editor's Notes

  1. This was Intuit’s Logo at the time. Intuit wasn’t a bad culture in 2007, especially for a UX person…
  2. We had solid products with a long history
  3. And, In 2007, we had a lot of corporate commitment to customer research, particularly focused on making our products as EASY as possible. We had state of the art Usability Labs and most of our business units had UX researchers who conducted a lot of usability tests. We also went on a lot of site visits to see and talk with people using our products in action.
  4. But, it was a culture that focused on small improvements, rather than innovation. It wasn’t a culture that encouraged designers and researchers to take big risks. It wasn’t a culture of innovation.
  5. And what we found over time was although we were investing heavily in EASE, our net promoter scores were flat or even falling. Ease was no longer enough. We needed to do more than design for ease, we needed to design for delight.
  6. So, in 2007, we introduced Design for Delight to the company. We came up with a definition, which you can see here. We wanted people to think differently and design differently. We wanted to become a culture of innovation, rather than a culture of incremental improvements.
  7. So, We came up with some principles based on Design Thinking that helped to explain how to design for Delight.
  8. Our goal is that D4D is in our cultural DNA by 2015. We’re well on our way…
  9. The culture change is apparent in the work we do and the way we work. Where we used to focus on improving the old, now we are focused on creating the new. Where we used to have the burden of most research and design in the hands of the few UX employees we have, entire teams are now engaging. Where we used to take few risks, we now take lots of risks.
  10. These cultural changes happen to correlate with an increase in stock price. We don’t think that it’s a coincidence. People are starting to realize that Intuit is becoming an innovative company.
  11. We’re #84 on Forbes world’s most innovative companies list
  12. Think of something I said or did today that was provocative or intriguing.Write that on a sticky note.With a partner, Draw the Empathy Map (Say-Do-Think-Feel)Place your sticky notes. See if you can get to what I might be thinking (or believing) and feeling. See if you can figure out what motivated me to do or say what you thought was interesting…(Then, let’s debrief in the room – how do you think this tool might help you innovate?)