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Eleven lessons: managing design in eleven global
companies
Desk research report




Issue Date
5 November 2007




Design Council
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WC2E 7DL
United Kingdom

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Design Council
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01_   Table of contents

                                          INTRODUCTION 3

                                          THE DESIGN PROCESS 3


                                          HISTORICAL PERSPECTIVES 4

                                          DESIGN PROCESS METHODS 5

                                          THE DESIGN PROCESS OF TODAY 8


                                          DESIGN PROCESS AS BEST PRACTICE? 9

                                          MANAGING THE DESIGN PROCESS 11

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                                          CHANGING SCOPE OF DESIGN 12
Eleven lessons: managing designin
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                                          BENEFITS TO BUSINESS 14
Page 2 of 18

                                          CONCLUSIONS AND DISCUSSION POINTS 15


                                          FOOTNOTES 18
02_   Introduction

                                          The design process benchmarking study was undertaken by The Design
                                          Council to inform UK businesses’ understanding of the design process and
                                          specifically the processes used in companies deemed to be leading users of
                                          design. The primary objective is to utilise the insights drawn from the research
                                          to inform the development of internal design process in other UK businesses.
                                          The benchmarking study wi l uncover the key activities, information,
                                                                         uncover                   inform ation,
                                          dependencies, motivators and measures within the design process. It aims to
                                          depe      cies,             and measur within        desi process.
                                          understand and support planning practice in industry through a series of
                                          understan        support planning practice industry through seri
                                          observational studies, interviews and structural analyses of process behaviour.
                                          observational          intervi        struc      analyses process behaviou
                                          The sample will include 11 companies seen as leading users of design from
                                              sample       include    companies                             design
                                          both the product and service sectors.
                                                     oduct and servic sector
                                          A discussion guide will help to retain a level of consistency across the
                                                                                   leve
                                          interviews, although additional probing will occur in circumstances where
                                          intervie    alth ough dition       obing will occu      circumstances
                                          specific activities are undertaken e.g. using external suppliers of design. One of
                                          specific            are undertaken      usi external suppliers design
                                          the aims of the research will be to capture and, where possible, visualise design
                                                            rese               capture         where          visualis design
                                          process models in industry, as well as investigating assumptions about a small
                                          process mode                              inve stigating assu mption abou
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                                          number of process models through discussion.
                                          number process mode through discussion.
Eleven lessons: managing designin         To benchmark our own research activities, some investigation into the theory of
                                                              own rese                     investigation
eleven global companies
                                          the design process is necessary. Therefore, this desk research acts as a
                                                                                           desk research acts
Page 3 of 18                              preface to the primary research with the 11 companies, providing a survey of
                                          preface         primar resear               companies, provid ing survey
                                          the literature documenting the development of the design process.
                                              literatur documenting      deve lopm                  process.
                                          The brief for this paper is to present an overview of past, present and future
                                                                         presen     ov erview past,           and future
                                          theories, referencing academic and practitioner perspectives of the nature and
                                          theories, refe     ing acade          practitioner perspectives         ture and
                                          purpose of a design process, citing known examples and models as evidence.
                                                         design                 known examples         mode      eviden ce.

                                          Some of the questions asked in developing this paper are:
                                          Some the que tions               vel ping thi    per are

                                          _ How did design emerge as a process - what led to design being formalised?
                                            How       sign emerge      process what                       formalised?
                                          _ How did design processes develop over time?
                                            How       sign           develop
                                          _ What models exist and what do they represent?
                                                 mode             wha          repr esent?


                                    03_   The design process

                                          ‘[The design process is] the specific series of events, actions or methods by
                                          which a procedure or set of procedures are followed, in order to achieve an
                                          intended purpose, goal or outcome.’ Best (2006)i
                                                                                .’

                                          The design process consists of a series of activities and methods which are
                                                  sign process nsists                            and
                                          pulled together in a way which meets the requirements of a problem or project.
                                                                   whi meets          requ ements        prob    projec
                                          Though there are similarities which can be seen across various case studies
                                          Thou there are similarities which                         variou case
                                          referenced by academics and practitioners (Clarkson and Eckert (2004)ii, there
                                          referenced      academics       practitioners (Clarkso       Eckert
                                          are in fact many different design processes which vary depending on the size,
                                                                            processes
                                          scale and nature of the problem.
                                          scale and natu          pro

                                          "Design processes are difficult to standardise, in part because of their iterative,
                                          non-linear nature, and also because the needs of clients and users are so
                                          different. In addition, real life, with its changing market conditions and customer
                                          preferences, is much more dynamic chaotic and fuzzy than any standard model
                                          can fully accommodate and often, stages of the design process overlap." (Best
                                          2006)

                                          Literature on the design process is vast, yet mostly inconclusive. Debate is
                                                                                     ye
                                          typically based around the activity of defining, developing and monitoring a
                                                    ba sed around                defining developing      monitoring
                                          process for design and is largely concerned with its management and influence
                                          process                   largel concer                manage      and influe
on business performance. Case studies are often used to illustrate the process,
                                          demonstrating its clear relevance to business practice. Clarkson and Eckert
                                          (2004) have written extensively on the topic of design process and have
                                          generated a comprehensive review of current practice and methodologies.

                                          "Despite the extensive research undertaken since the 1950s, there is no single
                                          model which is agreed to provide a satisfactory description of the design
                                          process." Clarkson and Eckertiii

                                          The next section of this paper will describe the development of the design
                                          process from a historical perspective.

                                    04_   Historical perspectives

                                          The history of design is one of constant evolution. Originally from craft roots, it
                                          developed through the division of labour created by mechanisation, which gave
                                          birth to the role of the industrial designer. Its development as a subject,
                                          process, activity and business tool has been heavily documented and debated
                                          in recent years, and case histories demonstrate the changing role of design in a
                                          business context.
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                                          This same process of change and evolution applies to the development of
Eleven lessons: managing designin         design process. To use just one example of how design process emerged,
eleven global companies                   Adrian Forty cites Wedgwood in describing how the development of technology
Page 4 of 18                              separated the designer from the production process. Production activities were
                                          stretched and divided into distinct areas, or processes.


                                          "The operation of designing thus became not just separate but also
                                          geographically removed from the manufacture of the pots." Fortyiv


                                          This shift, and division of tasks, naturally resulted in an increased level of
                                          productivity. But while speeding up the Wedgwood’s development process
                                          created an opportunity to increase supply, it also brought to light the problems
                                          of ensuring quality, consistency and timely production. Furthermore, an
                                          excessive choice of products that could be produced, many of which used
                                          different manufacturing techniques, resulted in a considerable expense for
                                          Wedgwood. This resulted in an eventual downturn in profits. A decision was
                                          therefore made to limit consumer choice and a standard number of product
                                          types were produced with a selection of designs. From Wedgwood we learnt
                                          that it was coordinating the different aspects of the new process which arose
                                          as one of the greatest challenges of mass production.
                                          This is just one of many examples of how design process emerged. This has
                                          clear connections to Bauhaus theories in which form follows function, which
                                          was adopted by industrial design. Also, Victor Papanek's powerful views about
                                          the value and importance of design endorsed the systematic approach of
                                          process.


                                          ’In this age of mass production when everything must be planned and
                                          designed, design has become the most powerful tool with which man shapes
                                          his tools and environments (and by extension, society and himself)’. Papanekv


                                          Papanek also references the Bauhaus hailing its success as "...the first school
                                          to consider design a vital part of the production process."

                                          So, with its origin in crafts, the design process sprung from an early movement
                                          to define not just products, but also the way in which they were produced. Since
                                          then, the design process has been applied to a varied number of scenarios, such
as science, engineering and manufacturing. However, design itself has
                                          progressed and its scope has broadened to include disciplines such as
                                          interaction, experience and service design. Before developing our conclusions on
                                          how this affects the design process benchmarking study, some detailed
                                          examples of the design processes will follow.


                                    05_   Design process methods

                                          The exploration of the design process began to be taken seriously in the work
                                          of the Bauhaus in the early 20th century, where attitudes to design were
                                          radically changed, specifically in industrial design. The new approach
                                          revolutionised many successful companies and their products as they began to
                                          re-establish themselves on the basis of Bauhaus theories.
                                          Figure 1: Bruce Archer




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                                          Many academics and practitioners have in the past tried to find common paths
                                          for the design process. Bruce Archer played a key role in the design methods
                                          movement and was instrumental in developing the discipline of design
                                          research. Bruce Archer published his model of the design process in 1963 as
                                          part of a series of articles for Design magazine (Figure 1). Essentially, the model
                                          broke the design process down into key stages. It was recognised that the
                                          sometimes overwhelming weight of design considerations was taking a toll on
                                          the flow of creativity, and a design methods ‘movement’ attempted to make
                                          sense of the growing complexity of the situation (Archer). Archer wrote
                                          Systematic method for designers in the 1960s, compiled from the papers he
                                          had published.vi Archer defined design as employing a combination of the
                                          intuitive and the cognitive, and therefore attempted to turn the design process
                                          into a science by formalising a creative process. Archer was thereby also trying
                                          to formalise the intuitiveness of design and the designer, and place their
                                          creativity into the context of the production process, including its external
                                          influencers.
                                          With the emergence of design methods came the mapping of the design
                                          process, generating models, formulae and diagrams that aimed to illustrate
                                          best practice. In the early days of formalising the design process (the 1960s), it
                                          often took on a linear format and featured a series of arrows and boxes, such
                                          as the one below by Brian Lawson.vii The design process began to take on a
                                          tangible format and standard phases such as analysis, evaluation and synthesis
were associated with the practice of design for the first time.
                                    Figure 2: Brian Lawson




                                    These models themselves tell us a great deal about the design process. They
                                    reflect a moment in time and exist to be lived by and improved upon. Design
                                    had stepped into the genre of science. Models of the design process took on
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                                    their own form and the linear format of Archer and Lawson proved to be the
Eleven lessons: managing designin   most widely adopted. The linear format remained a consistent feature, with a
eleven global companies             number of different iterations shared among researchers.
Page 6 of 18                        However, over the last forty years, business has actively sought to adopt a
                                    methodology that acknowledges other competing factors within businesses.
                                    The linear format was criticised for suggesting that a problem could be solved
                                    in one go, so revised models that incorporated loops and iterative phases
                                    taking wider design and business activities into account were developed. These
                                    models allowed time to evaluate and test ideas, and also enabled the designer
                                    to consider a number of different ideas at one time.
                                    The core-based model by Stuart Pugh (left image in Figure 3) suggests a
                                    process of iteration, testing and evaluation.viii Pugh referred to a 'design core'
                                    which consists of activities which he claimed were imperative for any design
                                    activity 'irrespective of domain'. Figure 3 (right image) is an example of one of
                                    these iterative loops that could take place at each of the stages of the core-
                                    based model. Furthermore, around the core-based model, there would be a
                                    plethora of other impacting business and design activities present.

                                    As such, the core-based model identified different aspects of the process and
                                    the stages involved. Models such as this one were used to understand
                                    situations, users and activities undertaken and proved very helpful with more
                                    complex problems, such as in engineering.
Figure 3: Stuart Pugh. The design core – An iterative process with
                                        information flowing in all directions




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                                    Pugh focused on a concept called total design which he believes incorporates
                                    everything from the early identification of market and user need through to the
                                    selling of a product that meets that need.
                                    One of the key outcomes of the development and formalising of the design
                                    process was the emergence of user participation. Given that the role of the
                                    designer had become more widely acknowledged, it grew and stretched,
                                    crossing boundaries of social science, marketing and branding. For example,
                                    Peter Dormer noted that ‘design was seen to have two separate but related
                                    functions: it could be used strategically by corporations to help plan its
                                    manufacturing and shape its marketing, and it had a more obvious role in
                                    making individual products attractive to consumers.’ixOne key result of this was
                                    the increased awareness of the user, and indeed user participation. How and
                                    when users are included in the design of products and services is one of the
                                    most critical lessons learned.
                                    Equally, another development is the recognition of the specific role that the
                                    designer plays within the design process. Cooper and Press (1994) recognise
                                    the difference between the process used by the individual designer and the
                                    design skills they use to solve a problem, and the design process as the
                                    strategic planning of product development (Figure 4).x Their model
                                    demonstrates the design process as it occurs from the individual’s perspective,
                                    and describes their thought process as they address a problem. This is often
                                    personal and based on education and experience.


                                    Figure 4: Cooper and Press
In contrast, on a corporate level the process has a much broader scope and
                                          incorporates external factors such as finance, marketing and tangible
                                          measurable aspects of business. Walker’s model (Figure 5) refers to the external
                                          productive process of design because it reflects two key activities, namely
                                          planning and production.xi Consequently, this model succeeds in reflecting a
                                          combination of the corporate design process, and the individual designer’s
                                          process. This more structured methodology and process to design activities can
                                          help to anticipate problems and manage risk.

                                          Figure 5: Walker




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                                    06_   The design process of today

                                          As research has progressed our awareness of design as a process has
                                          increased. The level of complexity that occurs within the process is
                                          accentuated by factors such as technology, sustainability, social responsibility,
                                          legislation and so on. It would seem that as social and cultural boundaries
                                          continue to blur so too do the borders of design as a discipline. The boxes have
                                          become permeable and the parameters pushed.

                                          The design process of today is less scientific. It is adapted to meet changing
                                          business requirements. Our world is evolving so quickly that there may never be
                                          an ideal methodology or process. What matters therefore is that a flexible
                                          infrastructure is in place with the foresight and intelligence to respond quickly and
                                          appropriately to creative change. An example of this is Nigel Cross’s model
                                          below (Figure 6). In Engineering Design Methods, Cross investigated and
                                          presented theories of how design and engineering could work in partnership.xii
Figure 6: Nigel Cross




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                                    07_   Design process as best practice?

                                          There is already extensive material published on the best practice of design
                                          process. One of the most recent and comprehensive reviews of design process
                                          improvement is by Clarkson and Eckert. xiiiClarkson and Eckert believe that
                                          there is a central core of generic stages that constitute a commonality between
                                          design processes. However, these commonalities are modified and adapted to
                                          reflect the problem or user need. These constraints and drivers that influence
                                          the direction of the design process give the process its project-specific
                                          characteristics (Figure 7).

                                          Figure 7: Clarkson and Eckert




                                          Clarkson and Eckert acknowledge that although companies are confronted by
                                          similar challenges and constraints they often deal with them differently. The
                                          product has a major impact on the process as does the type, nature and
                                          position of design within the company.
Best (2006) agrees that although there is no single best practice design
                                    process, there are core activities which can be adapted to fit a particular project
                                    or situation. Best contends that while there may be standardised processes
                                    that are adopted to solve design problems, this standardised process is
                                    necessarily adapted to the situation or problem at hand. She describes this as:

                                    _ ‘Standardised processes that have a defined set of project steps, a
                                      timeframe and a known or expected outcome.
                                    _ Customised processes that are more detailed processes adapted from
                                      standardised models to suit a particular problem or project’xiv

                                    In order for a company to make amendments and improvements it needs to
                                    understand its own context and define what influences its methods of approach
                                    and design process. To understand a design process well, the business also
                                    needs to understand its constraints. The external or internal pressures,
                                    challenges and connections on each stage of the design process (such as
                                    budget, technology, legislation, etc.) should be understood. Clarifying the
                                    influence each has on the other will also help to create a concise picture.

                                    The general consensus is that there is no set best practice in design process.
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                                    However, there is agreement that there are some commonalities across
Eleven lessons: managing designin   processes used, and that these typically consist of four or five distinct phases.
eleven global companies

Page 10 of 18                       Design Council research echoes this understanding. The double diamond (Figure
                                    8) is formed from four distinct phases. These are Discover, Define, Develop and
                                    Deliver. The shape is generic throughout projects but stretched and morphed
                                    depending on the project’s characteristics such as the type of product or
                                    service, whether there are external suppliers involved, or if it is a completely new
                                    product or the development of an existing one. Each of the phases consists of a
                                    series of iterative loops where exploration and testing of ideas can happen.
                                    Unlike some of the other models presented in this desk research, it places
                                    emphasis on the Discover phase as one of the most critical, and the one which
                                    makes best use of the designer’s knowledge and skills. This stage is not present
                                    in the processes outlined so far. This early phase has been referred to as the
                                    fuzzy front end (FFE) and it is critical to defining the nature of the problem that is
                                    being addressed through design (Rhea 2003).xv The term FFE is increasingly
                                    being used to describe the early stages of the innovation process where ideas
                                    form. There is a level of ambiguity at this phase of the new product development
                                    process, and the process is largely unstructured.


                                    Figure 8: Design Council – Double Diamond




                                    Some have attempted to map what the Discover phase on its own consists of.
Koen et al. have considered tools and methods that are used in the FFE of the
                                          Discover phase. xvi Their key point is that the lack of evidence of best practice in
                                          design process means that uncovering what happens in the FFE is the most
                                          promising way in which to improve the innovation process. Figure 9 shows the
                                          attempt by Koen et al. at providing a terminology or language for what happens
                                          at the FFE.

                                          Figure 9: Fuzzy Front End: Effective Methods, Tools and Techniques (2006)




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                                          Equally significant to considering best practice in design process are activities
                                          that are carried out by non-designers and outside a formal design process. An
                                          interesting argument was presented by Gorb and Dumas (1987) when they
                                          published a paper discussing the concept of Silent Design. xvii They
                                          acknowledge the significant amount of design activity that goes on within an
                                          organisation which is not actively acknowledged as being design.

                                          More than anything, the examples of FFE and Silent Design point to how design
                                          process just continues to expand as people search for answers to how the best
                                          outcomes of design can be achieved. Businesses need to think about
                                          implementing a design process that takes into account and accommodates all of
                                          the activities which occur around and beyond the core design work. Indeed, the
                                          research by Gorb and Dumas challenges the concept of best practice
                                          suggesting that ‘[design process best practice] may be relevant only to the
                                          organisation concerned and indeed may only be temporary’. Instead their
                                          research focused on ‘general’ practice and aimed at understanding how
                                          companies make best use of design.


                                    08_   Managing the design process

                                          There is a plethora of research and information on managing the design
                                          process. One of the main conclusions drawn from research into the value and
                                          impact of a formalised design process has been that the management of the
                                          process is key to its effectiveness. There are, of course, a number of factors
                                          that influence the management of the design process. This section identifies the
                                          main ones.
                                          _ Design leadership. Dumas and Mintzberg define five ways in which to
                                            manage the design process, one of which is to have a design champion and
                                            a clear design policy.xviii
_ Reliance on external suppliers. According to Bruce and Morris, the
                                            management of the design process will also differ according to the level of
                                            involvement from external and third party suppliers (1994).xix When the
                                            process is managed entirely internally it draws upon the knowledge and
                                            expertise of in-house people. When this process involves external teams
                                            research shows that the management becomes more complex. There has
                                            been much debate about how to manage the outsourcing of expertise in the
                                            design process. Bruce and Morris weigh up the benefits and drawbacks and
                                            suggest that the main issues relating to outsourcing are accessibility,
                                            familiarity and control. The key benefit of using external suppliers is
                                            considered to be the insights that they and designers can bring, as well as
                                            the reduced cost factor.

                                          _ Presence of a design manager. Dumas and Whitfield (1989) have pointed to
                                            the difficulties of managing design, and surveyed attitudes and practices
                                            within major UK companies.xx They conclude that there are four different
                                            company types, each with their own approach to design, and note that the
                                            presence of a design manager makes the design process easier to manage.
                                            They also suggested that there is a clear difference between the management
5 November 2007                             of design in a manufacturing company and the approach taken by the service
                                            sector.
Eleven lessons: managing designin           _ Manufacturing/Design Manager
eleven global companies
                                            _ Manufacturing/No Design Manager
Page 12 of 18                               _ Service/Design Manager
                                            _ Service/No Design Manager

                                          _ Scale and complexity of the design process. In complex industries such as
                                            the automotive sector, specific tailor-made models are used to map business
                                            functions and processes, often using Gantt charts and Stage-Gate™. Robert
                                            Cooper suggests that companies that use a Stage-Gate™ process fare
                                            much better and use it as a road-map to plan the multiple parallel activities
                                            involved in a complex product development process.xxi It is also critical that a
                                            company understands its process in order to identify where and when
                                            improvements can be made. Indeed, an effective design policy and process
                                            allows the knowledge captured and lessons learned to be re-integrated into
                                            the process and improve it.

                                          _ Accounting for change. Speed of change, advances in technology, new
                                            laws or regulations and differing levels of project management will influence
                                            the strategy and leadership of design within a company (R G Cooper 2001).xxii

                                          Each of these influencing factors will have an impact on the design process. They
                                          will be considered in more detail during the primary research with the 11
                                          companies.


                                    09_   Changing scope of design

                                          As we have seen, in historical terms, the design of processes has moved from
                                          craft roots and been applied to science, engineering and manufacturing.
                                          However, design itself has moved on and its scope has broadened to include
                                          disciplines such as interaction, experience and service design. Design also
                                          encompasses the organisational structure, marketing, branding, workplace and
                                          culture (Nadler and Tushman1997). xxiii Often in product development, design is
                                          the uniting factor that brings function such as marketing, engineering,
                                          manufacturing and sales together. Today design is integrated into many
                                          business functions that can unite different activities to form both product and
                                          service offerings which meet the needs of the customer.
                                          Another overarching influence design has brought to business functions is its
ability to inspire innovation through its knowledge of and interaction with
                                    markets and customers. Design brings people into the new product
                                    development process. Research by leading academics clearly demonstrates
                                    how creating a fit between knowledge and design within an organisation and
                                    designing with markets in mind can be a key driver for innovation (Reinmoeller
                                    2003). xxiv
                                    The design of services is one area where a design process can and increasingly
                                    must have a significant impact. Nevertheless, according to recent research
                                    (Hollins, Blackman and Shinkins, University of Westminster, 2002 onwards) only
                                    one in five service sector companies has a written process for developing
                                    services. This suggests that many businesses are vulnerable because of a lack of
                                    effective management procedures. These problems are accentuated by the
                                    failure of 48 per cent of companies to do research before developing services.xxv
                                    Hollins believes that because businesses put customer convenience and
                                    satisfaction at the forefront of the design process, designers naturally think about
                                    the service from the perspective of the user. In perfecting the process of service
                                    development, the approach and customer touch points are mapped in the form
                                    of a blueprint. Blueprinting is rapidly emerging as a popular method of designing
                                    services, experiences and user journeys. Its success in fine-tuning the end
5 November 2007                     solution means it is also increasingly being adopted by other areas of design as a
                                    method of making improvements and detailing the end user experience of
Eleven lessons: managing designin   product, service and brand.
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                                    ‘The blueprint can almost be considered as a production process. A service
Page 13 of 18                       blueprint is really a demonstration of service process design’. Hollinsxxvi
                                    In sum, the models of design process discussed in this paper will continue to
                                    evolve and develop into methods such as blueprinting. Research into the design
                                    process and its relationship to business performance continues. There are a
                                    number of cu rent research initiatives running in the UK, referenced below:
                                                       research             unni      the     referenced
                                    _ Knowledge and Information Management (KIM), a three year project jointly
                                      Knowledg         Informatio Mana ment                        year roject
                                      funded by the Engineering and Physical Sciences Research Council (EPSRC)
                                      funded         Engineer          Physical iences Research            uncil
                                      and the Economic and Social Research Council (ESRC).The project brings
                                           the Economic and Soc Research Council (ESRC).The proj ect brings
                                      together 70 academics and researchers from 11 universities to look at the
                                                    cademic         researchers             unive
                                      challenge that knowledge management presents in the move towards
                                      challenge       know ledge mana gement presents the                towa
                                      through-life product support. The research is being led by Chris McMahon,
                                      through-life          support.      rese                              McMa
                                      Professor of Engineering Design and Director of Engineering Innovative
                                      Professor Engineerin                                 Engineerin Innovative
                                      Manufacturing Research Centre at University of Bath (http://www-
                                      Manufactu       Research Cen
                                      edc.eng.cam.ac.uk/kim/). This study asks how the output of design
                                                                  Th            asks
                                      processes should be recorded to enable the information created and the
                                      processes should        ecor            able     inform atio    eated
                                      process followed to be accessed so the information and rationale behind
                                      process followed         accessed            information        tionale hind
                                      design decisions can be revisited reliably over the lifetime of the product and
                                      design decisions can      revisited reli ably         lifetime        pro
                                      beyond. We believe this question is highly relevant to the design process
                                                   believe                  highly
                                      benchmarking study commissioned.

                                    _ Cambridge Engineering Design Centre is running a series of research projects
                                      Camb ridge Engineerin              ntre runn ing seri        research projects
                                      based on process modelling and the relationship these have between
                                                         mode lling                      these      between
                                      product and people (http://www-
                                      prod            ople
                                      edc.eng.cam.ac.uk/research/processmanagement/. The core aims of the
                                      research are to:
                                      research are
                                      _ Understand the nature and demands of complex design process
                                                                                   complex design
                                      _ Challenge current industrial practice of planning and managing risk in
                                             len current industrial practice plann        and mana ging
                                         design processes
                                      _ Develop acceptable and novel design process improvement tools.
                                         Develop acceptable and novel desig process impr
10_   Benefits to business

                                          We believe that there is a correlation between business success and the
                                          presence of a formalised design process. Design Council’s Design Atlas argues
                                          that there are a number of distinct activities related to design process that lead
                                          to business success, including:xxvii
                                          _
                                            Recognising business and design activities as process
                                          _
                                            Understanding were design fits within their process
                                          _
                                            Understanding how design activity can be managed
                                          _
                                            Using structured thinking within the design process

                                          By modelling the design process, it is possible for businesses and investors to
                                          identify possible areas for improvement more clearly. By facilitating a better
                                          understanding of the underlying business process and behaviour of those
                                          involved in them, the business can influence the development of a more robust
                                          process which is capable of delivering expected results. A more comprehensive
                                          awareness of the process taking place can allow for unexpected challenges to
                                          be accommodated.
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                                          Having a design process that allows for and accommodates change also
Eleven lessons: managing designin         means that design can take place on both a tactical and operational level. So
eleven global companies                   for example, structured planning can in some larger companies help to
                                          generate new ideas, yet allow the operational work to continue while dedicated
Page 14 of 18
                                          teams can work on generating new insights in parallel.
                                          A good example or case study of this is a new approach to design created at
                                          Philips Design in the early 1990s when Stefano Marzano, Managing Director of
                                          Philips Design, created the High Design Process. High Design is a holistic
                                          approach to design, allowing Philips Design to accomplish its mission to create
                                          value for its customers, shareholders and society as a whole by delivering a
                                          people-focused design capable of improving the relationship between people
                                          and objects and people and the environment.
                                          Philips’s approach is human-focused and the High Design Process is
                                          multidisciplinary, and involves a wide range of skills and knowledge. The High
                                          Design Process is integrated into the Business Creation Process, and the design
                                          team work very closely with the Marketing and Development experts clients'
                                          organisations. The High Design Process is embedded in each phase of Philips
                                          projects. It features five key phases:
                                          _ Initiation phase - deliverable: shared understanding amongst the project
                                            team and the client of the objectives and scope of the project objectives
                                          _ Analysis phase - research and optimisation of the objectives of the project
                                            within the marketing, technology and planning constraints
                                          _ Concept phase - ideas development and delivery of a design proposal
                                          _ Finalisation phase - delivery of design specifications
                                          _ Evaluation phase - evaluation of the project deliverable, process and
                                            communication (carried out with the client) to be used as input for future
                                            projects.
                                          High Design completely transformed the way in which Philips Design worked and
                                          won them a Red Dot 'Design Team of the Year 1998' award for its unique
                                          approach to design management.
                                          In summary, best practice exists on many levels, and can benefit multiple
                                          stakeholders. Figure 10 shows the flow of benefit from a design process that
                                          flows from the user and the market place back to the business and designer.xxviii
                                          The model presents the idea that best practice in design process meets the
                                          benefits of everyone involved, including the designer, the business itself, and
                                          the user / market perceive the benefits to be. We suggest that the benefits of
                                          the design process are felt throughout and beyond the company.
Figure 10: Design Council working model on the benefits of a best practice
                                          design process




                                            Designer - designer feels integrated and involved.
                                            Their skills, knowledge and experience are used                         User
                                            effectively and they share in the vision of a project
                                                                                                    •Improved product
                                                                                                    performance
                                            •Team & individual based
                                            •Intelligence based                                     •Desirable products
                                            •Education & experience driven                          •Perceptions of quality
                                            •Practical & focused                                    •Brand awareness
                                            •Driven by passion and success                                              Best practice:
                                                                                                                        benefits each
                                                                                                                        stakeholder
                                            •Rigorous & time based
                                            •Competitive & dynamic
                                            •Strategy based
                                            •Driven byrisk & reward                                 •Increased stakeholder value
                                            •Complex & multifaceted                                 •Brand value and profile
                                                                                                    increased
5 November 2007                                                                                     •Value add
                                            Business – business is able to calculated risks         •Design-led     Market
Eleven lessons: managing designin           and knowledge flows through the various
eleven global companies
                                            departments.
Page 15 of 18




                                    11_   Conclusions and discussion points

                                          ‘Product development and design activities are a firm’s most powerful
                                          competitive weapon.’xxix

                                          This paper has presented a collection of design process examples published
                                          over the last forty years. We have aimed to illustrate the development of design
                                          process over time, and have also tackled issues such as the existence of best
                                          practice, and how to best manage the design process. We’ve seen that there is
                                          no consensus on a best practice design process model, but that a design
                                          process, taking whatever form that works for the given company at a given
                                          time, is thought to deliver business benefits.
                                          This paper does demonstrate that design itself can consist of a generic core of
                                          activities and can appear similar across disciplines (Pugh 1990). However, no
                                          one would say that there is only one way to approach design (Clarkson and
                                          Eckert 2004). One of the overarching messages is about adaptability – taking
                                          core generic stages and customising them to fit a particular problem or project
                                          (Best 2006).
                                          Next, we have provided details of how this paper and the desk research will
                                          influence our thinking for the primary research going forward. We have identified
                                          three key areas that will help us carry out our primary research with the 11
                                          companies. These have been clustered through this desk research, and
                                          include:

                                          Corporate
                                          _
                                          _
                                          _
Scope of design - strategic or operational   leadership and relationships
Influencers and motivators - people,         Skills and resources
Knowledge
                                    _ External influencers
                                    _ Information flows and dependencies
                                    _ Evaluation - testing and iterating the design process



                                    Market
                                    _ Touch points
                                    _ Value and impact of design on brand
                                    _ Research – people & users



                                    These three areas picks up on the questions that we have already identified in
                                    the discussion guide for the primary research, and potentially forms the basis of
                                    a method of analysis for the findings. The following section gives more detail to
                                    each area, and provides some examples of what might be considered as part
                                    of our enquiry:
                                    Corporate
5 November 2007
                                    Scope of design - strategic or operational - Examples of the design process
Eleven lessons: managing designin   discussed during the primary research will fall into one of two categories:
eleven global companies
                                    operational or strategic. We will have to be aware if that the design process
Page 16 of 18                       used to create products or services in these two categories is different. To
                                    generate a completely new product or service from scratch involves different
                                    stages and people than those used for an extension or development of an
                                    existing product. There are increased levels of uncertainty in the development of
                                    new platform technology, for example, and lower risk and uncertainty in
                                    incremental extensions of an existing platform (Koen 2006).xxx It will be
                                    interesting to compare the up-front strategic process to the operational one
                                    within one company.
                                    Influencers and motivators - people, leadership and relationships – The
                                    research will encounter a number of ways to manage design. The design
                                    process is partly a visual representation of activities but it is the management
                                    and leadership of those activities that will differ from company to company
                                    (Dumas & Mintzberg 1989). Therefore, some of the questions we will be asking
                                    include: Who takes the leadership role within the design process? How is it
                                    achieved? What are the benefits? What are the drivers for design, where do
                                    ideas and projects come from? What are the business motivators?
                                    Skills and resources – The selection, interrelation and location of skills within a
                                    company will affect the flow of information and influence the results of a project.
                                    Team structure, key collaborations and the mapping of skills ensure that people
                                    are involved effectively and gaps in skill sets identified.
                                    Knowledge
                                    Existing research into the design process has not yet addressed the complexity
                                    that surrounds the information flow within a design process. Design can be
                                    found throughout an organisation and crosses many different corporate
                                    activities (Dumas and Gorb 1987), and the design process may not depict all of
                                    these areas.
                                    External influencers – Shifts in legislation, regulations, new materials, technology
                                    and global trends influence the direction and flow of a design process. How is
                                    this data gathered and fed into the process?
                                    Information flows and dependencies - large organisations involve many
                                    stakeholders both internally and externally. In complex markets and sectors
                                    such as technology external suppliers and commercial collaborations create
                                    complex information flows in and out of the design process. How is this
                                    knowledge captured and shared among individuals, teams and departments?
Testing and iterating – the design process is a series of stages where the
                                    testing of ideas occurs. Lessons learned, new evidence and challenges impact
                                    on the process direction. How does this level of insight influence the dynamic of
                                    a process? How are key changes communicated to those involved?
                                    Market
                                    Touch points – Where do those involved in the process come into contact
                                    directly or indirectly with the market?
                                    Impact on brand – There appears to be a lack of research ca ried out into the
                                                                                                      ied
                                    correlation between good design process and success factors such as sales,
                                    corr ation between good                          success
                                    profit, brand value, etc. The impact of having a visible design process in itself
                                                  va          The impact having visible
                                    can be demonstrated through the Philips example. The company builds its
                                               monstrated through        Philips exampl         company bu ilds
                                    ethos and image on its creative processes and regularly presents to peer
                                                imag          creative processe            larly presents peer
                                    groups at conferences sharing their best practice, which includes its design
                                    groups con eren ces shar          their             , whic incl udes    design
                                    process. Philips has a distinct confidence in its methods which strengthens its
                                    process. Philips        distin confidence         method
                                    design-led brand values and profile.
                                    design -led        values and profile.
                                    Research - involving the user in the process has been defined as one of the key
                                                            the user the process      been define
                                    triggers for creativity. How are the needs of end users identified and fed through
                                    trigge                        are                 user    entified         thro
                                    the process?
5 November 2007

Eleven lessons: managing designin
eleven global companies

Page 17 of 18
Footnotes



                                    i
                                         Best K, (2006) Design Management: Managing Design Strategy, Process and Implementation, AVA
                                    i
                                    i     Clarkson, P.J. and Eckert, C.M. (2005) 'Design process improvement - a review of current practice',

                                    Springer
                                    ii
                                    i     Clarkson, P.J. and Eckert, C.M. (2005) 'Design process improvement - a review of current practice',

                                    Springer. P34
                                    i
                                    v     Adrian F, (1986) Objects of desire : design and society since 1750, Thames & Hudson

                                    v
                                          Papanek , Victor (1971). Design for the Real World: Human Ecology and Social Change, New York,

                                    Pantheon Books
                                    vi
                                           Archer, L B (1965) Systematic Method for Designers, London: The Design Council
                                    vi
                                    i      Lawson, Bryan. (1997), How designers think: the design. process demystified, Oxford
                                    vii
                                    i
                                           Pugh, S. (1990) Total design: integrated methods for successful product engineering, Wokingham:


                                    Addison-Wesley
                                    i
                                    x     Dormer, Peter. (1993). Design since 1945. London: Thames and Hudson

                                    x
                                          Cooper, R. and Press, M. (1995) The Design Agenda : A Guide to Successful Design Management.

                                    Wiley, Chichester
                                    xi
                                          Walker, D. et al. (1989) Managing Design: Overview: Issues, P791, Open University Press
5 November 2007                     xii
                                           Cross, N (2001) Engineering Design Methods, West Sussex: John Wiley & Sons Ltd

                                    xii
                                    i     Clarkson, P.J. and Eckert, C.M. (2005) 'Design process improvement - a review of current practice',
Eleven lessons: managing designin

eleven global companies             Springer
                                    xiv Best K, (2006) Design Management: Managing Design Strategy, Process and Implementation, AVA

Page 18 of 18                       xv
                                           Rhea, D 2003 “Bringing Clarity to the Fuzzy Front End.” In Design Research, ed. Brenda Laurel,

                                    Cambridge: MIT Press
                                    xvi
                                           Fuzzy Front End: Effective Methods, Tools and Techniques. Peter A.Koen, Greg M.Ajamian, Scott

                                    Boyce,Allen Clamen, Eden Fisher, Stavros Fountoulakis, Albert Johnson, Pushpinder Puri,

                                    xvii
                                            Gorb P, Dumas A, (1987), Silent Design, Design Studies, Vol. 8 No. 3, July, p150-156;
                                    xvi
                                    ii      Dumas, A., Mintzberg, H., 1989. Managing design, designing management. Design Management

                                    Journal 1 (1), 37–43.
                                    xix
                                            Bruce, M., Morris, B. (1994), "Managing external design professionals in the product development

                                    process", Technovation, Vol. 14 No.9, pp.585-600
                                    xx
                                           Dumas, A., Whitfield, A. (1989), "Why design is difficult to manage: a survey of attitudes and

                                    practices in British industry", European Journal of Management, Vol. 7 No.1, .
                                    xxi
                                            Cooper, R.G. (1993) Winning at New Products: Accelerating the process from idea to launch, 2nd

                                    ed. Reading, MA.: Addison-Wesley
                                    xxii
                                            Cooper, R.G. (1993) Winning at New Products: Accelerating the process from idea to launch, 2nd

                                    ed. Reading, MA.: Addison-Wesley
                                    xxii
                                    i       Nadler, D.A., & Tushman, M.L. 1997. Competing by design: The power of organizational.

                                    architecture. New York, NY: Oxford University Press.
                                    xxiv
                                            Reinmoeller, P. (2003). Dynamic contexts for innovation strategy: utilizing customer. knowledge.

                                    Design Management Journal Academic Review, Vol 2, 37-50
                                    xxv

                                    xxvi

                                    xxvii
www.designcouncil.org.uk/servicedesgin                     website www.designcouncil.org.uk/servicedesign
Hollins B, Service Design article, Design Council           Design Council, The Bigger Picture Design Atlas (1999)
                                                    xxviii
                                                             Dahl, Sonja. Design Council (2007)
                                                    xxix
                                                             The Industrial Design Requirements of Industry, Report by Chris Hayes associates and Keller

                                                    Dorsey Associates, (Design Council 1993)
                                                    xxx
                                                             Koen P The best of the Best: Learn top quartile practices in the front end. PDMA Conference

                                                    Presentations - 2006

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Design Council Desk Research Report

  • 1. Eleven lessons: managing design in eleven global companies Desk research report Issue Date 5 November 2007 Design Council 34 Bow Street London WC2E 7DL United Kingdom Telephone + 44 (0)20 7420 5200 Facsimile + 44 (0)20 7420 5300 Website www.designcouncil.org.uk Design Council Registered charity number 272099
  • 2.
  • 3. 01_ Table of contents INTRODUCTION 3 THE DESIGN PROCESS 3 HISTORICAL PERSPECTIVES 4 DESIGN PROCESS METHODS 5 THE DESIGN PROCESS OF TODAY 8 DESIGN PROCESS AS BEST PRACTICE? 9 MANAGING THE DESIGN PROCESS 11 5 November 2007 CHANGING SCOPE OF DESIGN 12 Eleven lessons: managing designin eleven global companies BENEFITS TO BUSINESS 14 Page 2 of 18 CONCLUSIONS AND DISCUSSION POINTS 15 FOOTNOTES 18
  • 4.
  • 5. 02_ Introduction The design process benchmarking study was undertaken by The Design Council to inform UK businesses’ understanding of the design process and specifically the processes used in companies deemed to be leading users of design. The primary objective is to utilise the insights drawn from the research to inform the development of internal design process in other UK businesses. The benchmarking study wi l uncover the key activities, information, uncover inform ation, dependencies, motivators and measures within the design process. It aims to depe cies, and measur within desi process. understand and support planning practice in industry through a series of understan support planning practice industry through seri observational studies, interviews and structural analyses of process behaviour. observational intervi struc analyses process behaviou The sample will include 11 companies seen as leading users of design from sample include companies design both the product and service sectors. oduct and servic sector A discussion guide will help to retain a level of consistency across the leve interviews, although additional probing will occur in circumstances where intervie alth ough dition obing will occu circumstances specific activities are undertaken e.g. using external suppliers of design. One of specific are undertaken usi external suppliers design the aims of the research will be to capture and, where possible, visualise design rese capture where visualis design process models in industry, as well as investigating assumptions about a small process mode inve stigating assu mption abou 5 November 2007 number of process models through discussion. number process mode through discussion. Eleven lessons: managing designin To benchmark our own research activities, some investigation into the theory of own rese investigation eleven global companies the design process is necessary. Therefore, this desk research acts as a desk research acts Page 3 of 18 preface to the primary research with the 11 companies, providing a survey of preface primar resear companies, provid ing survey the literature documenting the development of the design process. literatur documenting deve lopm process. The brief for this paper is to present an overview of past, present and future presen ov erview past, and future theories, referencing academic and practitioner perspectives of the nature and theories, refe ing acade practitioner perspectives ture and purpose of a design process, citing known examples and models as evidence. design known examples mode eviden ce. Some of the questions asked in developing this paper are: Some the que tions vel ping thi per are _ How did design emerge as a process - what led to design being formalised? How sign emerge process what formalised? _ How did design processes develop over time? How sign develop _ What models exist and what do they represent? mode wha repr esent? 03_ The design process ‘[The design process is] the specific series of events, actions or methods by which a procedure or set of procedures are followed, in order to achieve an intended purpose, goal or outcome.’ Best (2006)i .’ The design process consists of a series of activities and methods which are sign process nsists and pulled together in a way which meets the requirements of a problem or project. whi meets requ ements prob projec Though there are similarities which can be seen across various case studies Thou there are similarities which variou case referenced by academics and practitioners (Clarkson and Eckert (2004)ii, there referenced academics practitioners (Clarkso Eckert are in fact many different design processes which vary depending on the size, processes scale and nature of the problem. scale and natu pro "Design processes are difficult to standardise, in part because of their iterative, non-linear nature, and also because the needs of clients and users are so different. In addition, real life, with its changing market conditions and customer preferences, is much more dynamic chaotic and fuzzy than any standard model can fully accommodate and often, stages of the design process overlap." (Best 2006) Literature on the design process is vast, yet mostly inconclusive. Debate is ye typically based around the activity of defining, developing and monitoring a ba sed around defining developing monitoring process for design and is largely concerned with its management and influence process largel concer manage and influe
  • 6.
  • 7. on business performance. Case studies are often used to illustrate the process, demonstrating its clear relevance to business practice. Clarkson and Eckert (2004) have written extensively on the topic of design process and have generated a comprehensive review of current practice and methodologies. "Despite the extensive research undertaken since the 1950s, there is no single model which is agreed to provide a satisfactory description of the design process." Clarkson and Eckertiii The next section of this paper will describe the development of the design process from a historical perspective. 04_ Historical perspectives The history of design is one of constant evolution. Originally from craft roots, it developed through the division of labour created by mechanisation, which gave birth to the role of the industrial designer. Its development as a subject, process, activity and business tool has been heavily documented and debated in recent years, and case histories demonstrate the changing role of design in a business context. 5 November 2007 This same process of change and evolution applies to the development of Eleven lessons: managing designin design process. To use just one example of how design process emerged, eleven global companies Adrian Forty cites Wedgwood in describing how the development of technology Page 4 of 18 separated the designer from the production process. Production activities were stretched and divided into distinct areas, or processes. "The operation of designing thus became not just separate but also geographically removed from the manufacture of the pots." Fortyiv This shift, and division of tasks, naturally resulted in an increased level of productivity. But while speeding up the Wedgwood’s development process created an opportunity to increase supply, it also brought to light the problems of ensuring quality, consistency and timely production. Furthermore, an excessive choice of products that could be produced, many of which used different manufacturing techniques, resulted in a considerable expense for Wedgwood. This resulted in an eventual downturn in profits. A decision was therefore made to limit consumer choice and a standard number of product types were produced with a selection of designs. From Wedgwood we learnt that it was coordinating the different aspects of the new process which arose as one of the greatest challenges of mass production. This is just one of many examples of how design process emerged. This has clear connections to Bauhaus theories in which form follows function, which was adopted by industrial design. Also, Victor Papanek's powerful views about the value and importance of design endorsed the systematic approach of process. ’In this age of mass production when everything must be planned and designed, design has become the most powerful tool with which man shapes his tools and environments (and by extension, society and himself)’. Papanekv Papanek also references the Bauhaus hailing its success as "...the first school to consider design a vital part of the production process." So, with its origin in crafts, the design process sprung from an early movement to define not just products, but also the way in which they were produced. Since then, the design process has been applied to a varied number of scenarios, such
  • 8.
  • 9. as science, engineering and manufacturing. However, design itself has progressed and its scope has broadened to include disciplines such as interaction, experience and service design. Before developing our conclusions on how this affects the design process benchmarking study, some detailed examples of the design processes will follow. 05_ Design process methods The exploration of the design process began to be taken seriously in the work of the Bauhaus in the early 20th century, where attitudes to design were radically changed, specifically in industrial design. The new approach revolutionised many successful companies and their products as they began to re-establish themselves on the basis of Bauhaus theories. Figure 1: Bruce Archer 5 November 2007 Eleven lessons: managing designin eleven global companies Page 5 of 18 Many academics and practitioners have in the past tried to find common paths for the design process. Bruce Archer played a key role in the design methods movement and was instrumental in developing the discipline of design research. Bruce Archer published his model of the design process in 1963 as part of a series of articles for Design magazine (Figure 1). Essentially, the model broke the design process down into key stages. It was recognised that the sometimes overwhelming weight of design considerations was taking a toll on the flow of creativity, and a design methods ‘movement’ attempted to make sense of the growing complexity of the situation (Archer). Archer wrote Systematic method for designers in the 1960s, compiled from the papers he had published.vi Archer defined design as employing a combination of the intuitive and the cognitive, and therefore attempted to turn the design process into a science by formalising a creative process. Archer was thereby also trying to formalise the intuitiveness of design and the designer, and place their creativity into the context of the production process, including its external influencers. With the emergence of design methods came the mapping of the design process, generating models, formulae and diagrams that aimed to illustrate best practice. In the early days of formalising the design process (the 1960s), it often took on a linear format and featured a series of arrows and boxes, such as the one below by Brian Lawson.vii The design process began to take on a tangible format and standard phases such as analysis, evaluation and synthesis
  • 10.
  • 11. were associated with the practice of design for the first time. Figure 2: Brian Lawson These models themselves tell us a great deal about the design process. They reflect a moment in time and exist to be lived by and improved upon. Design had stepped into the genre of science. Models of the design process took on 5 November 2007 their own form and the linear format of Archer and Lawson proved to be the Eleven lessons: managing designin most widely adopted. The linear format remained a consistent feature, with a eleven global companies number of different iterations shared among researchers. Page 6 of 18 However, over the last forty years, business has actively sought to adopt a methodology that acknowledges other competing factors within businesses. The linear format was criticised for suggesting that a problem could be solved in one go, so revised models that incorporated loops and iterative phases taking wider design and business activities into account were developed. These models allowed time to evaluate and test ideas, and also enabled the designer to consider a number of different ideas at one time. The core-based model by Stuart Pugh (left image in Figure 3) suggests a process of iteration, testing and evaluation.viii Pugh referred to a 'design core' which consists of activities which he claimed were imperative for any design activity 'irrespective of domain'. Figure 3 (right image) is an example of one of these iterative loops that could take place at each of the stages of the core- based model. Furthermore, around the core-based model, there would be a plethora of other impacting business and design activities present. As such, the core-based model identified different aspects of the process and the stages involved. Models such as this one were used to understand situations, users and activities undertaken and proved very helpful with more complex problems, such as in engineering.
  • 12.
  • 13. Figure 3: Stuart Pugh. The design core – An iterative process with information flowing in all directions 5 November 2007 Eleven lessons: managing designin eleven global companies Page 7 of 18 Pugh focused on a concept called total design which he believes incorporates everything from the early identification of market and user need through to the selling of a product that meets that need. One of the key outcomes of the development and formalising of the design process was the emergence of user participation. Given that the role of the designer had become more widely acknowledged, it grew and stretched, crossing boundaries of social science, marketing and branding. For example, Peter Dormer noted that ‘design was seen to have two separate but related functions: it could be used strategically by corporations to help plan its manufacturing and shape its marketing, and it had a more obvious role in making individual products attractive to consumers.’ixOne key result of this was the increased awareness of the user, and indeed user participation. How and when users are included in the design of products and services is one of the most critical lessons learned. Equally, another development is the recognition of the specific role that the designer plays within the design process. Cooper and Press (1994) recognise the difference between the process used by the individual designer and the design skills they use to solve a problem, and the design process as the strategic planning of product development (Figure 4).x Their model demonstrates the design process as it occurs from the individual’s perspective, and describes their thought process as they address a problem. This is often personal and based on education and experience. Figure 4: Cooper and Press
  • 14.
  • 15. In contrast, on a corporate level the process has a much broader scope and incorporates external factors such as finance, marketing and tangible measurable aspects of business. Walker’s model (Figure 5) refers to the external productive process of design because it reflects two key activities, namely planning and production.xi Consequently, this model succeeds in reflecting a combination of the corporate design process, and the individual designer’s process. This more structured methodology and process to design activities can help to anticipate problems and manage risk. Figure 5: Walker 5 November 2007 Eleven lessons: managing designin eleven global companies Page 8 of 18 06_ The design process of today As research has progressed our awareness of design as a process has increased. The level of complexity that occurs within the process is accentuated by factors such as technology, sustainability, social responsibility, legislation and so on. It would seem that as social and cultural boundaries continue to blur so too do the borders of design as a discipline. The boxes have become permeable and the parameters pushed. The design process of today is less scientific. It is adapted to meet changing business requirements. Our world is evolving so quickly that there may never be an ideal methodology or process. What matters therefore is that a flexible infrastructure is in place with the foresight and intelligence to respond quickly and appropriately to creative change. An example of this is Nigel Cross’s model below (Figure 6). In Engineering Design Methods, Cross investigated and presented theories of how design and engineering could work in partnership.xii
  • 16.
  • 17. Figure 6: Nigel Cross 5 November 2007 Eleven lessons: managing designin eleven global companies Page 9 of 18 07_ Design process as best practice? There is already extensive material published on the best practice of design process. One of the most recent and comprehensive reviews of design process improvement is by Clarkson and Eckert. xiiiClarkson and Eckert believe that there is a central core of generic stages that constitute a commonality between design processes. However, these commonalities are modified and adapted to reflect the problem or user need. These constraints and drivers that influence the direction of the design process give the process its project-specific characteristics (Figure 7). Figure 7: Clarkson and Eckert Clarkson and Eckert acknowledge that although companies are confronted by similar challenges and constraints they often deal with them differently. The product has a major impact on the process as does the type, nature and position of design within the company.
  • 18.
  • 19. Best (2006) agrees that although there is no single best practice design process, there are core activities which can be adapted to fit a particular project or situation. Best contends that while there may be standardised processes that are adopted to solve design problems, this standardised process is necessarily adapted to the situation or problem at hand. She describes this as: _ ‘Standardised processes that have a defined set of project steps, a timeframe and a known or expected outcome. _ Customised processes that are more detailed processes adapted from standardised models to suit a particular problem or project’xiv In order for a company to make amendments and improvements it needs to understand its own context and define what influences its methods of approach and design process. To understand a design process well, the business also needs to understand its constraints. The external or internal pressures, challenges and connections on each stage of the design process (such as budget, technology, legislation, etc.) should be understood. Clarifying the influence each has on the other will also help to create a concise picture. The general consensus is that there is no set best practice in design process. 5 November 2007 However, there is agreement that there are some commonalities across Eleven lessons: managing designin processes used, and that these typically consist of four or five distinct phases. eleven global companies Page 10 of 18 Design Council research echoes this understanding. The double diamond (Figure 8) is formed from four distinct phases. These are Discover, Define, Develop and Deliver. The shape is generic throughout projects but stretched and morphed depending on the project’s characteristics such as the type of product or service, whether there are external suppliers involved, or if it is a completely new product or the development of an existing one. Each of the phases consists of a series of iterative loops where exploration and testing of ideas can happen. Unlike some of the other models presented in this desk research, it places emphasis on the Discover phase as one of the most critical, and the one which makes best use of the designer’s knowledge and skills. This stage is not present in the processes outlined so far. This early phase has been referred to as the fuzzy front end (FFE) and it is critical to defining the nature of the problem that is being addressed through design (Rhea 2003).xv The term FFE is increasingly being used to describe the early stages of the innovation process where ideas form. There is a level of ambiguity at this phase of the new product development process, and the process is largely unstructured. Figure 8: Design Council – Double Diamond Some have attempted to map what the Discover phase on its own consists of.
  • 20.
  • 21. Koen et al. have considered tools and methods that are used in the FFE of the Discover phase. xvi Their key point is that the lack of evidence of best practice in design process means that uncovering what happens in the FFE is the most promising way in which to improve the innovation process. Figure 9 shows the attempt by Koen et al. at providing a terminology or language for what happens at the FFE. Figure 9: Fuzzy Front End: Effective Methods, Tools and Techniques (2006) 5 November 2007 Eleven lessons: managing designin eleven global companies Page 11 of 18 Equally significant to considering best practice in design process are activities that are carried out by non-designers and outside a formal design process. An interesting argument was presented by Gorb and Dumas (1987) when they published a paper discussing the concept of Silent Design. xvii They acknowledge the significant amount of design activity that goes on within an organisation which is not actively acknowledged as being design. More than anything, the examples of FFE and Silent Design point to how design process just continues to expand as people search for answers to how the best outcomes of design can be achieved. Businesses need to think about implementing a design process that takes into account and accommodates all of the activities which occur around and beyond the core design work. Indeed, the research by Gorb and Dumas challenges the concept of best practice suggesting that ‘[design process best practice] may be relevant only to the organisation concerned and indeed may only be temporary’. Instead their research focused on ‘general’ practice and aimed at understanding how companies make best use of design. 08_ Managing the design process There is a plethora of research and information on managing the design process. One of the main conclusions drawn from research into the value and impact of a formalised design process has been that the management of the process is key to its effectiveness. There are, of course, a number of factors that influence the management of the design process. This section identifies the main ones. _ Design leadership. Dumas and Mintzberg define five ways in which to manage the design process, one of which is to have a design champion and a clear design policy.xviii
  • 22.
  • 23. _ Reliance on external suppliers. According to Bruce and Morris, the management of the design process will also differ according to the level of involvement from external and third party suppliers (1994).xix When the process is managed entirely internally it draws upon the knowledge and expertise of in-house people. When this process involves external teams research shows that the management becomes more complex. There has been much debate about how to manage the outsourcing of expertise in the design process. Bruce and Morris weigh up the benefits and drawbacks and suggest that the main issues relating to outsourcing are accessibility, familiarity and control. The key benefit of using external suppliers is considered to be the insights that they and designers can bring, as well as the reduced cost factor. _ Presence of a design manager. Dumas and Whitfield (1989) have pointed to the difficulties of managing design, and surveyed attitudes and practices within major UK companies.xx They conclude that there are four different company types, each with their own approach to design, and note that the presence of a design manager makes the design process easier to manage. They also suggested that there is a clear difference between the management 5 November 2007 of design in a manufacturing company and the approach taken by the service sector. Eleven lessons: managing designin _ Manufacturing/Design Manager eleven global companies _ Manufacturing/No Design Manager Page 12 of 18 _ Service/Design Manager _ Service/No Design Manager _ Scale and complexity of the design process. In complex industries such as the automotive sector, specific tailor-made models are used to map business functions and processes, often using Gantt charts and Stage-Gate™. Robert Cooper suggests that companies that use a Stage-Gate™ process fare much better and use it as a road-map to plan the multiple parallel activities involved in a complex product development process.xxi It is also critical that a company understands its process in order to identify where and when improvements can be made. Indeed, an effective design policy and process allows the knowledge captured and lessons learned to be re-integrated into the process and improve it. _ Accounting for change. Speed of change, advances in technology, new laws or regulations and differing levels of project management will influence the strategy and leadership of design within a company (R G Cooper 2001).xxii Each of these influencing factors will have an impact on the design process. They will be considered in more detail during the primary research with the 11 companies. 09_ Changing scope of design As we have seen, in historical terms, the design of processes has moved from craft roots and been applied to science, engineering and manufacturing. However, design itself has moved on and its scope has broadened to include disciplines such as interaction, experience and service design. Design also encompasses the organisational structure, marketing, branding, workplace and culture (Nadler and Tushman1997). xxiii Often in product development, design is the uniting factor that brings function such as marketing, engineering, manufacturing and sales together. Today design is integrated into many business functions that can unite different activities to form both product and service offerings which meet the needs of the customer. Another overarching influence design has brought to business functions is its
  • 24.
  • 25. ability to inspire innovation through its knowledge of and interaction with markets and customers. Design brings people into the new product development process. Research by leading academics clearly demonstrates how creating a fit between knowledge and design within an organisation and designing with markets in mind can be a key driver for innovation (Reinmoeller 2003). xxiv The design of services is one area where a design process can and increasingly must have a significant impact. Nevertheless, according to recent research (Hollins, Blackman and Shinkins, University of Westminster, 2002 onwards) only one in five service sector companies has a written process for developing services. This suggests that many businesses are vulnerable because of a lack of effective management procedures. These problems are accentuated by the failure of 48 per cent of companies to do research before developing services.xxv Hollins believes that because businesses put customer convenience and satisfaction at the forefront of the design process, designers naturally think about the service from the perspective of the user. In perfecting the process of service development, the approach and customer touch points are mapped in the form of a blueprint. Blueprinting is rapidly emerging as a popular method of designing services, experiences and user journeys. Its success in fine-tuning the end 5 November 2007 solution means it is also increasingly being adopted by other areas of design as a method of making improvements and detailing the end user experience of Eleven lessons: managing designin product, service and brand. eleven global companies ‘The blueprint can almost be considered as a production process. A service Page 13 of 18 blueprint is really a demonstration of service process design’. Hollinsxxvi In sum, the models of design process discussed in this paper will continue to evolve and develop into methods such as blueprinting. Research into the design process and its relationship to business performance continues. There are a number of cu rent research initiatives running in the UK, referenced below: research unni the referenced _ Knowledge and Information Management (KIM), a three year project jointly Knowledg Informatio Mana ment year roject funded by the Engineering and Physical Sciences Research Council (EPSRC) funded Engineer Physical iences Research uncil and the Economic and Social Research Council (ESRC).The project brings the Economic and Soc Research Council (ESRC).The proj ect brings together 70 academics and researchers from 11 universities to look at the cademic researchers unive challenge that knowledge management presents in the move towards challenge know ledge mana gement presents the towa through-life product support. The research is being led by Chris McMahon, through-life support. rese McMa Professor of Engineering Design and Director of Engineering Innovative Professor Engineerin Engineerin Innovative Manufacturing Research Centre at University of Bath (http://www- Manufactu Research Cen edc.eng.cam.ac.uk/kim/). This study asks how the output of design Th asks processes should be recorded to enable the information created and the processes should ecor able inform atio eated process followed to be accessed so the information and rationale behind process followed accessed information tionale hind design decisions can be revisited reliably over the lifetime of the product and design decisions can revisited reli ably lifetime pro beyond. We believe this question is highly relevant to the design process believe highly benchmarking study commissioned. _ Cambridge Engineering Design Centre is running a series of research projects Camb ridge Engineerin ntre runn ing seri research projects based on process modelling and the relationship these have between mode lling these between product and people (http://www- prod ople edc.eng.cam.ac.uk/research/processmanagement/. The core aims of the research are to: research are _ Understand the nature and demands of complex design process complex design _ Challenge current industrial practice of planning and managing risk in len current industrial practice plann and mana ging design processes _ Develop acceptable and novel design process improvement tools. Develop acceptable and novel desig process impr
  • 26.
  • 27. 10_ Benefits to business We believe that there is a correlation between business success and the presence of a formalised design process. Design Council’s Design Atlas argues that there are a number of distinct activities related to design process that lead to business success, including:xxvii _ Recognising business and design activities as process _ Understanding were design fits within their process _ Understanding how design activity can be managed _ Using structured thinking within the design process By modelling the design process, it is possible for businesses and investors to identify possible areas for improvement more clearly. By facilitating a better understanding of the underlying business process and behaviour of those involved in them, the business can influence the development of a more robust process which is capable of delivering expected results. A more comprehensive awareness of the process taking place can allow for unexpected challenges to be accommodated. 5 November 2007 Having a design process that allows for and accommodates change also Eleven lessons: managing designin means that design can take place on both a tactical and operational level. So eleven global companies for example, structured planning can in some larger companies help to generate new ideas, yet allow the operational work to continue while dedicated Page 14 of 18 teams can work on generating new insights in parallel. A good example or case study of this is a new approach to design created at Philips Design in the early 1990s when Stefano Marzano, Managing Director of Philips Design, created the High Design Process. High Design is a holistic approach to design, allowing Philips Design to accomplish its mission to create value for its customers, shareholders and society as a whole by delivering a people-focused design capable of improving the relationship between people and objects and people and the environment. Philips’s approach is human-focused and the High Design Process is multidisciplinary, and involves a wide range of skills and knowledge. The High Design Process is integrated into the Business Creation Process, and the design team work very closely with the Marketing and Development experts clients' organisations. The High Design Process is embedded in each phase of Philips projects. It features five key phases: _ Initiation phase - deliverable: shared understanding amongst the project team and the client of the objectives and scope of the project objectives _ Analysis phase - research and optimisation of the objectives of the project within the marketing, technology and planning constraints _ Concept phase - ideas development and delivery of a design proposal _ Finalisation phase - delivery of design specifications _ Evaluation phase - evaluation of the project deliverable, process and communication (carried out with the client) to be used as input for future projects. High Design completely transformed the way in which Philips Design worked and won them a Red Dot 'Design Team of the Year 1998' award for its unique approach to design management. In summary, best practice exists on many levels, and can benefit multiple stakeholders. Figure 10 shows the flow of benefit from a design process that flows from the user and the market place back to the business and designer.xxviii The model presents the idea that best practice in design process meets the benefits of everyone involved, including the designer, the business itself, and the user / market perceive the benefits to be. We suggest that the benefits of the design process are felt throughout and beyond the company.
  • 28.
  • 29. Figure 10: Design Council working model on the benefits of a best practice design process Designer - designer feels integrated and involved. Their skills, knowledge and experience are used User effectively and they share in the vision of a project •Improved product performance •Team & individual based •Intelligence based •Desirable products •Education & experience driven •Perceptions of quality •Practical & focused •Brand awareness •Driven by passion and success Best practice: benefits each stakeholder •Rigorous & time based •Competitive & dynamic •Strategy based •Driven byrisk & reward •Increased stakeholder value •Complex & multifaceted •Brand value and profile increased 5 November 2007 •Value add Business – business is able to calculated risks •Design-led Market Eleven lessons: managing designin and knowledge flows through the various eleven global companies departments. Page 15 of 18 11_ Conclusions and discussion points ‘Product development and design activities are a firm’s most powerful competitive weapon.’xxix This paper has presented a collection of design process examples published over the last forty years. We have aimed to illustrate the development of design process over time, and have also tackled issues such as the existence of best practice, and how to best manage the design process. We’ve seen that there is no consensus on a best practice design process model, but that a design process, taking whatever form that works for the given company at a given time, is thought to deliver business benefits. This paper does demonstrate that design itself can consist of a generic core of activities and can appear similar across disciplines (Pugh 1990). However, no one would say that there is only one way to approach design (Clarkson and Eckert 2004). One of the overarching messages is about adaptability – taking core generic stages and customising them to fit a particular problem or project (Best 2006). Next, we have provided details of how this paper and the desk research will influence our thinking for the primary research going forward. We have identified three key areas that will help us carry out our primary research with the 11 companies. These have been clustered through this desk research, and include: Corporate _ _ _
  • 30. Scope of design - strategic or operational leadership and relationships Influencers and motivators - people, Skills and resources
  • 31. Knowledge _ External influencers _ Information flows and dependencies _ Evaluation - testing and iterating the design process Market _ Touch points _ Value and impact of design on brand _ Research – people & users These three areas picks up on the questions that we have already identified in the discussion guide for the primary research, and potentially forms the basis of a method of analysis for the findings. The following section gives more detail to each area, and provides some examples of what might be considered as part of our enquiry: Corporate 5 November 2007 Scope of design - strategic or operational - Examples of the design process Eleven lessons: managing designin discussed during the primary research will fall into one of two categories: eleven global companies operational or strategic. We will have to be aware if that the design process Page 16 of 18 used to create products or services in these two categories is different. To generate a completely new product or service from scratch involves different stages and people than those used for an extension or development of an existing product. There are increased levels of uncertainty in the development of new platform technology, for example, and lower risk and uncertainty in incremental extensions of an existing platform (Koen 2006).xxx It will be interesting to compare the up-front strategic process to the operational one within one company. Influencers and motivators - people, leadership and relationships – The research will encounter a number of ways to manage design. The design process is partly a visual representation of activities but it is the management and leadership of those activities that will differ from company to company (Dumas & Mintzberg 1989). Therefore, some of the questions we will be asking include: Who takes the leadership role within the design process? How is it achieved? What are the benefits? What are the drivers for design, where do ideas and projects come from? What are the business motivators? Skills and resources – The selection, interrelation and location of skills within a company will affect the flow of information and influence the results of a project. Team structure, key collaborations and the mapping of skills ensure that people are involved effectively and gaps in skill sets identified. Knowledge Existing research into the design process has not yet addressed the complexity that surrounds the information flow within a design process. Design can be found throughout an organisation and crosses many different corporate activities (Dumas and Gorb 1987), and the design process may not depict all of these areas. External influencers – Shifts in legislation, regulations, new materials, technology and global trends influence the direction and flow of a design process. How is this data gathered and fed into the process? Information flows and dependencies - large organisations involve many stakeholders both internally and externally. In complex markets and sectors such as technology external suppliers and commercial collaborations create complex information flows in and out of the design process. How is this knowledge captured and shared among individuals, teams and departments?
  • 32.
  • 33. Testing and iterating – the design process is a series of stages where the testing of ideas occurs. Lessons learned, new evidence and challenges impact on the process direction. How does this level of insight influence the dynamic of a process? How are key changes communicated to those involved? Market Touch points – Where do those involved in the process come into contact directly or indirectly with the market? Impact on brand – There appears to be a lack of research ca ried out into the ied correlation between good design process and success factors such as sales, corr ation between good success profit, brand value, etc. The impact of having a visible design process in itself va The impact having visible can be demonstrated through the Philips example. The company builds its monstrated through Philips exampl company bu ilds ethos and image on its creative processes and regularly presents to peer imag creative processe larly presents peer groups at conferences sharing their best practice, which includes its design groups con eren ces shar their , whic incl udes design process. Philips has a distinct confidence in its methods which strengthens its process. Philips distin confidence method design-led brand values and profile. design -led values and profile. Research - involving the user in the process has been defined as one of the key the user the process been define triggers for creativity. How are the needs of end users identified and fed through trigge are user entified thro the process? 5 November 2007 Eleven lessons: managing designin eleven global companies Page 17 of 18
  • 34.
  • 35. Footnotes i Best K, (2006) Design Management: Managing Design Strategy, Process and Implementation, AVA i i Clarkson, P.J. and Eckert, C.M. (2005) 'Design process improvement - a review of current practice', Springer ii i Clarkson, P.J. and Eckert, C.M. (2005) 'Design process improvement - a review of current practice', Springer. P34 i v Adrian F, (1986) Objects of desire : design and society since 1750, Thames & Hudson v Papanek , Victor (1971). Design for the Real World: Human Ecology and Social Change, New York, Pantheon Books vi Archer, L B (1965) Systematic Method for Designers, London: The Design Council vi i Lawson, Bryan. (1997), How designers think: the design. process demystified, Oxford vii i Pugh, S. (1990) Total design: integrated methods for successful product engineering, Wokingham: Addison-Wesley i x Dormer, Peter. (1993). Design since 1945. London: Thames and Hudson x Cooper, R. and Press, M. (1995) The Design Agenda : A Guide to Successful Design Management. Wiley, Chichester xi Walker, D. et al. (1989) Managing Design: Overview: Issues, P791, Open University Press 5 November 2007 xii Cross, N (2001) Engineering Design Methods, West Sussex: John Wiley & Sons Ltd xii i Clarkson, P.J. and Eckert, C.M. (2005) 'Design process improvement - a review of current practice', Eleven lessons: managing designin eleven global companies Springer xiv Best K, (2006) Design Management: Managing Design Strategy, Process and Implementation, AVA Page 18 of 18 xv Rhea, D 2003 “Bringing Clarity to the Fuzzy Front End.” In Design Research, ed. Brenda Laurel, Cambridge: MIT Press xvi Fuzzy Front End: Effective Methods, Tools and Techniques. Peter A.Koen, Greg M.Ajamian, Scott Boyce,Allen Clamen, Eden Fisher, Stavros Fountoulakis, Albert Johnson, Pushpinder Puri, xvii Gorb P, Dumas A, (1987), Silent Design, Design Studies, Vol. 8 No. 3, July, p150-156; xvi ii Dumas, A., Mintzberg, H., 1989. Managing design, designing management. Design Management Journal 1 (1), 37–43. xix Bruce, M., Morris, B. (1994), "Managing external design professionals in the product development process", Technovation, Vol. 14 No.9, pp.585-600 xx Dumas, A., Whitfield, A. (1989), "Why design is difficult to manage: a survey of attitudes and practices in British industry", European Journal of Management, Vol. 7 No.1, . xxi Cooper, R.G. (1993) Winning at New Products: Accelerating the process from idea to launch, 2nd ed. Reading, MA.: Addison-Wesley xxii Cooper, R.G. (1993) Winning at New Products: Accelerating the process from idea to launch, 2nd ed. Reading, MA.: Addison-Wesley xxii i Nadler, D.A., & Tushman, M.L. 1997. Competing by design: The power of organizational. architecture. New York, NY: Oxford University Press. xxiv Reinmoeller, P. (2003). Dynamic contexts for innovation strategy: utilizing customer. knowledge. Design Management Journal Academic Review, Vol 2, 37-50 xxv xxvi xxvii
  • 36. www.designcouncil.org.uk/servicedesgin website www.designcouncil.org.uk/servicedesign Hollins B, Service Design article, Design Council Design Council, The Bigger Picture Design Atlas (1999) xxviii Dahl, Sonja. Design Council (2007) xxix The Industrial Design Requirements of Industry, Report by Chris Hayes associates and Keller Dorsey Associates, (Design Council 1993) xxx Koen P The best of the Best: Learn top quartile practices in the front end. PDMA Conference Presentations - 2006