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Mental Models, Service
Design & the Problem with
            Convergence
    Filip Healy & Ian Collingwood
Convergence to users


Users don’t know what convergence is, they just want things to work in a convenient
and useful way.




Bridging:                                         Uniting:

“The right parts of the service available on      “The right services available
the right devices”                                together in one place”
Who is offering convergence?


There are many companies offering many services under a single brand
Benefits


Users expect benefits from this
Brand convergence


Uniting the brand leads to expectations of converged services
Mental models


They form a mental models…
Who is offering convergence?


A converged brand does not always mean a converged customer experience
Orange broadband offer
Virgin Media
Moment of truth


The point is that the user forms a mental model that is not always true
Why is this important?
Why is this important?



                                                                 Personas


Card sorting     Eye-tracking          Ethnography         Diary studies    Ethnography




 Web testing   Mobile testing        Iterative usability   Online surveys




Wireframing    Usability workshops          Personas        Prototyping
However


We often get involved in a specific product or UI dilemma
However


We are not dealing with users
Service design


We only focus on one part of the “front desk”
Example


A telecoms company creates a browser toolbar….
Example
Example


A telecoms company creates a mobile music service….
mobile music player
Service design


Designing the “front stage” experience requires features at the “back stage”
Road block
They build what they can




Burj Dubai (height 818m)
What causes the roadblock


It wasn’t in the plan to do it that way
What causes the roadblock


We don’t have budget for that
What causes the roadblock


We have to keep to the schedule
Technical constraints


Impossible
                 Not impossible




                 Bill        Bill
Who is scoping?


It’s beyond the scope of the project….




NOT FOR
THE
CUSTOMER
We’re too late




The “back office” was already
designed much earlier
Mental models


The mental models can help to shape the organisation
Integrated definition


“IDEFØ is a method designed to model the decisions, actions, and activities of an
organization or system” (www.idef.com/idef0.html)
Who’s listening?


Mr Big is not in the room
Who’s listening?



“I don’t want it good, I want it
on Tuesday”
Who’s listening?


Mr Big is not in the room

                                       Product
                                          A      • UX input



                                             Product
                                                B      • UX input

Strategic       Technical   Product
decisions       systems     design
                                             Product
                                                C      • UX input



                                       Product
                                          D      • UX input
3 steps to move forward


          1                             2                            3



If you work for an organisiation that cannot always deliver the products and
experience that customers are expecting then you could have this problem
Step 1. Charity starts at home


         1                            2                 3

 Converge the user experience team
 Facilitate knowledge sharing
 Create a central UX information resource
 Create a wiki
 Work across programs not products
 Capture every instance the user mental model breaks
 Create a document to feedback upstream
 Proactively deliver value beyond immediate project
Step 2. Converge product development


        1                            2          3

 Recommend a program manager
 Ensure program manager attends all debriefs
 Liaise with the program manager
 Recommend program level UX involvement
 Involve service designers
 Promote inter-working and knowledge sharing
 Change reward mechanics
 Provide collective pool for requirements
 Provide back channel to senior management
Step 3. UX at a strategic level


          1                                      2                  3

 Insights must reach decision makers earlier
 Early product design prior to strategic and technical decisions
 Products sketched out with key stakeholders
 Converged experiences mapped out based on user expectations
 UX program manager advises decision makers
 UX program manager supports product teams
       Holistic information gets to product UX team

       Product UX findings converged upstream

 User mental models understood early in process
 Product marketing inline with mental models
The service system


Service design is more explicit about connecting front and back stages
UCD and service design


For “self service” applications “document exchange design” needs inputs for user
requirements and context of use.




      Robert J. Glushko (2006), Information & Service Design program, UC Berkeley
UCD and service design


For “self service” applications “document exchange design” needs inputs for user
requirements and context of use.




                                ISO 13407
UX in converged service provider


•   If you are a service provider

•   If you are uniting several services under one brand

•   If you want to develop new products for your customers that are successful




    UX should be part of
       your strategy
UX in converged service provider




                                 “Generating shareholder
               UX                value on the road to full
  Costs                          convergence correlates with
                                 generating recognised
                                 and effective value to the
          targets                customer”

                                 Fixed-Mobile Convergence Alliance 2008




Strategy & technology
In the short term?


We know the user’s mental model
+   =
Convergence centred organisation

Convergence is a service. It
                                                               Marketing
needs to be designed.

                                    Organisational
                                                                                Technology
                                      structure




                                                          Convergence

                                 Product
                                                                                       Strategy
                               development




                                                Remuneration               UX
Filip Healy
filip@amber-light.co.uk




                           58 Bloomsbury Street
                             London WC1B 3QT
                             +44 (0)207 307 7770
                          www.amber-light.co.uk

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Mental Models & Service Design: Overcoming Roadblocks to Convergence

  • 1. Mental Models, Service Design & the Problem with Convergence Filip Healy & Ian Collingwood
  • 2. Convergence to users Users don’t know what convergence is, they just want things to work in a convenient and useful way. Bridging: Uniting: “The right parts of the service available on “The right services available the right devices” together in one place”
  • 3. Who is offering convergence? There are many companies offering many services under a single brand
  • 5. Brand convergence Uniting the brand leads to expectations of converged services
  • 6. Mental models They form a mental models…
  • 7. Who is offering convergence? A converged brand does not always mean a converged customer experience
  • 10. Moment of truth The point is that the user forms a mental model that is not always true
  • 11. Why is this important?
  • 12. Why is this important? Personas Card sorting Eye-tracking Ethnography Diary studies Ethnography Web testing Mobile testing Iterative usability Online surveys Wireframing Usability workshops Personas Prototyping
  • 13. However We often get involved in a specific product or UI dilemma
  • 14. However We are not dealing with users
  • 15. Service design We only focus on one part of the “front desk”
  • 16. Example A telecoms company creates a browser toolbar….
  • 18. Example A telecoms company creates a mobile music service….
  • 20. Service design Designing the “front stage” experience requires features at the “back stage”
  • 22. They build what they can Burj Dubai (height 818m)
  • 23. What causes the roadblock It wasn’t in the plan to do it that way
  • 24. What causes the roadblock We don’t have budget for that
  • 25. What causes the roadblock We have to keep to the schedule
  • 26. Technical constraints Impossible Not impossible Bill Bill
  • 27. Who is scoping? It’s beyond the scope of the project…. NOT FOR THE CUSTOMER
  • 28. We’re too late The “back office” was already designed much earlier
  • 29. Mental models The mental models can help to shape the organisation
  • 30. Integrated definition “IDEFØ is a method designed to model the decisions, actions, and activities of an organization or system” (www.idef.com/idef0.html)
  • 31. Who’s listening? Mr Big is not in the room
  • 32. Who’s listening? “I don’t want it good, I want it on Tuesday”
  • 33. Who’s listening? Mr Big is not in the room Product A • UX input Product B • UX input Strategic Technical Product decisions systems design Product C • UX input Product D • UX input
  • 34. 3 steps to move forward 1 2 3 If you work for an organisiation that cannot always deliver the products and experience that customers are expecting then you could have this problem
  • 35. Step 1. Charity starts at home 1 2 3  Converge the user experience team  Facilitate knowledge sharing  Create a central UX information resource  Create a wiki  Work across programs not products  Capture every instance the user mental model breaks  Create a document to feedback upstream  Proactively deliver value beyond immediate project
  • 36. Step 2. Converge product development 1 2 3  Recommend a program manager  Ensure program manager attends all debriefs  Liaise with the program manager  Recommend program level UX involvement  Involve service designers  Promote inter-working and knowledge sharing  Change reward mechanics  Provide collective pool for requirements  Provide back channel to senior management
  • 37. Step 3. UX at a strategic level 1 2 3  Insights must reach decision makers earlier  Early product design prior to strategic and technical decisions  Products sketched out with key stakeholders  Converged experiences mapped out based on user expectations  UX program manager advises decision makers  UX program manager supports product teams  Holistic information gets to product UX team  Product UX findings converged upstream  User mental models understood early in process  Product marketing inline with mental models
  • 38. The service system Service design is more explicit about connecting front and back stages
  • 39. UCD and service design For “self service” applications “document exchange design” needs inputs for user requirements and context of use. Robert J. Glushko (2006), Information & Service Design program, UC Berkeley
  • 40. UCD and service design For “self service” applications “document exchange design” needs inputs for user requirements and context of use. ISO 13407
  • 41. UX in converged service provider • If you are a service provider • If you are uniting several services under one brand • If you want to develop new products for your customers that are successful UX should be part of your strategy
  • 42. UX in converged service provider “Generating shareholder UX value on the road to full Costs convergence correlates with generating recognised and effective value to the targets customer” Fixed-Mobile Convergence Alliance 2008 Strategy & technology
  • 43. In the short term? We know the user’s mental model
  • 44. + =
  • 45.
  • 46. Convergence centred organisation Convergence is a service. It Marketing needs to be designed. Organisational Technology structure Convergence Product Strategy development Remuneration UX
  • 47. Filip Healy filip@amber-light.co.uk 58 Bloomsbury Street London WC1B 3QT +44 (0)207 307 7770 www.amber-light.co.uk