Design Operations

Design Operations

Dave Malouf - @daveixdIntersection - 7 September 2017

How do we amplify the value of design investment, and thus increase that investment further?

The largest obstacle to design success is the misalignment of the value proposition that design itself provides an organization.

Value …

… answers the question, “why should I come to you?”

… justifies investment through perceived return.

… suggests what should be measured to understand return on that investment.

Proposed value of design

• Driving Understanding & Empathy

• Creating Clarity & Behavioral Fit

• Exploration

• Envisioning

Tools to create that value

• Storytelling

• Visual Thinking

• Information Presentation

• Workshops

• Prototyping/Simulations

Disciplines and their value

Research: move past surface symptoms towards framing problems and needs.

Facilitation: align understanding utilizing tools, frameworks, and visualizations.

Interaction Design: convert understood problems and needs into flows and interactivity models that not just meet needs but fit behaviors.

Information Architecture: Brings clarity by converting data sets into information spaces that help people gain insights, navigate smoothly, make better decisions.

User Interface Design: Creates handles and buttons, and information displays that allow people to understand possibilities, make better decisions, act within a system with confidence, know equally confidently the system reaction.

The value of design is as relevant to the organization as it is to its customers.

DevOpsNot Developer Operations

•Is IT operations built around the goals of continuous integration & continuous delivery

•Is foundational component of digital transformation.

Lessons learned from DevOps

• Continuous Integration / Continuous Delivery (CI/CD)

• Automation / self-healingSoftware used to build, maintain, check software

• Measure as you go

• Share, Share, Share

• Cattle vs. Pets

• Culture matters: Openness, Accountability, Autonomy

Culture of Learning (at pace)

1. Set up your team for success

2. Increase the value of your organization’s investment in design

Goals of Design Operations:

What is Design Ops?

Rails are things that keep you focused and having direction: Values, principles, strategy, org structure

Grease are the things that keep things flowing smoothly: Human Resources, collaborative systems, and spaces.

Tooling are the things that keep work happening: format interoperability, workflows, governance

Rails

PrinciplesTell us good from bad.

They are not• Common sense• Your process• Latest trends

They are• Your differentiators• Brand voice• Reflective of your customer’s

special needs

Organizational Structure

“Now where should I put my design organization this

year … ok, this week.?”

•Scaling over time

•Transforming vs. building

•Cultural issues/values

If you are not working to get your top design leader to be a peer with both engineering and product you are doing it wrong.

Designing Your Organization

• Requires the whole team across functions.

• Based on understanding the value of design contribution to your organization.

• Guided by a “roadmap” towards a strategic vision.

• Focus on balancing required skills.

The golden ratioWhat is the ideal ratio for designers to engineers?

IBM is working towards 1:8.

Gartner suggests 1:3

Intuit has 1 designer per product manager.

Dual Track Team(s)

Discovery Track1 Prod Mngr1 UX Design Lead2 Dev Lead.5 Researcher.25 Visual Designer

Delivery Track5 - 10 Developers1 Jr. UX Designer

Design leadership

Tradecraft: the tangible crafting of experiences themselves. Led best by principals and player coaches and other lead makers.

Stagecraft: Setting the scene, creating the immediate environment for success. Led by by line managers who are driving execution.

Statecraft: The act of diplomacy and vision. Led best by executives who are breaking silos, creating relationships, driving vision and gaining followership for it.

Told to me by Uday Gajendar (via Slack)

Grease

Human Resources

It’s all about the people.

•Recruitment

•Onboarding

•Career path

•Compensation

•Benefits

•Rewards & Recognition

•Development & Education

Developing your team

• Keep team’s skills balanced.

• Move from generalists to specialists as your organization scales.

• Invest in your people; they deserve it and you need it.

A team that knows who they are and where they can go runs smoothest

CollaborateOpenness, Transparency,

Instruction, and Criticism.

•The right tools to increase engagement

•The right space(s) to externalize work.

•The right mindset to contribute, critique, and instruct.

Collaboration should feel natural and fluid. If it requires effort there is room for improvement.

Collaboration is working together.Coordination is working apart and reporting back.

Tools

ToolsSoftware, equipment,

supplies

•Interoperability of formats

•Keeping people connected

•Enabling remote experiences

•Connecting designers to stakeholders & collaborators

IT & Procurement need to empower managers and individual contributors.

Your tool chest

• Collaboration• Real-time• Async• Whiteboards/

post-its• feedback/review

• Asset Management

• Testing and data collection

• Knowledge Mngt• Version control• Networked storage• Project & Resource

Management

WorkflowIntake, Collaboration, and

Delivery

•The connections and processes that move to go.

•Contributing to continuous delivery & learning.

A good design workflow …

… Requests answers it needs to create quality design value.

… Answers the questions that teammates need so they, too, can create quality value.

… Is as tool agnostic as is feasible.

Process framework

Governance matters

• Decision making

• Autonomy

• Risk management

• Security & Privacy

Research Operations

It’s own thing

Research is best run as a separate practice area directly connected to design, but with its own ops.

Research Operational Needs

• Project Intake• Subject Recruitment• Client Management• Project Management• Asset Management

• Proof of Concepts• Protocols• Reports• Data Management• Innovation

Management

“Research Hub”Data comes from many sources. Many are not from researchers.

Anyone needs to be able to contribute a data source.

All data needs to be accessible, tagged, with relationships in tact.

Data needs to move from collection to synthesis fluidly.

The goal of this hub is to drive insights through an organization and to aid in the conversion of insights into value for customers.

Leading

Design Operations Leader

•The role needs to start immediately.

•1st by the head of design,

•Then a part-time role of a line manager.

•Finally a full-time position

The role includes

Team project mngt

Team communications

Team culture mngt

Team wide critiques

Procurement lead

Recruiting lead

Design system owner

Team IT Administration

Design Operations Lead has a systems oriented mind, experience in different design contexts, and is an influencer.

Qualifications for a Design Operations Leader

Systems: can map flows, relationships, and goals to understand complexity and communicate it clearly.

Design depth: Community depth to gain insights. Plus personal experience to extrapolate solutions.

Relationships: Needs to be able to build a wide net around themselves to align and influence.

Understanding & Alignment: facilitate differing view points to drive organizations towards action.

CulturePut a bow on it

Take the culture of learning of DevOps, and infuse it with empathy, inclusion, and vision.

Making it happen

• Boil bays > sounds > gulfs > seas > oceans

• Be sure to include and collaborate

• Drill hard into aligning value and meaning

• Measure continuously, adjust accordingly

• Imagine success and work to make it happen

http://DesignOpsSummit.com/

Dave Malouf

[email protected]

@daveixd || @Des_Ops

http://medium.com/@daveixd