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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. Workshop: Invest Time and Resources for Optimal User Adoption Phil Freegard Head of Digital Transformation Practice Infosys Management Consulting

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Page 1: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

Workshop: Invest Time and Resources for Optimal User Adoption

Phil Freegard Head of Digital Transformation Practice Infosys Management Consulting

Page 2: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

• Introduction

• Practical exercise (approx 60 mins) – Introduction

– Fastaff overview from Cynthia Bynum

– User interview – Phil & Cynthia

– Personas

– Ideation

– Prototyping & testing

• Oracle Sales Cloud demonstration – by Thomas Quigley and Wendy Bales, Oracle (15 mins)

• User adoption case study – Atradius presented by Rupinder Kahlon, Infosys (15 mins)

Agenda

Page 3: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

The key question is: How can we reimagine the sales process for Fastaff (as this will help to increase user adoption)

Page 4: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

By the end of this session we will have:

• Ideas for how we can improve the sales process (and generate ideas for Oracle Sales Cloud)

• Prototypes that we can test

Page 5: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

A Design Thinking approach 5

DESIRABILITY (emotional)

VIABILITY (profitability)

FEASIBILITY (technical)

Emotional Innovation Experience

Innovation

Process Innovation

• Brands • Relationship

s • Marketing

Design Thinking: • Assists creative solutions

• Is good with poorly defined problems

• Is Customer centric and iterative

• Encourages experimentation and prototyping

• Is not always the right approach

Technology Innovation

Page 6: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

The Design Thinking process

Where is the problem?

Agenda for action?

Problem Finding Problem Solving

6

Widen the problem

space Focus

Widen solution

space Focus

Page 7: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 7

Cynthia Bynum Director of Marketing Fastaff Travel Nursing & U.S. Nursing Corp

Page 8: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

The Design Thinking process

Where is the problem?

Agenda for action?

Problem Finding Problem Solving

8

Widen the problem

space Focus

Widen solution

space Focus

Page 9: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

Michelle: Fastaff Sales Director

Demographics: (Facts) • 46 years old, she grew up in arid Arizona

• Currently lives in Austin, TX with her two small

children in the form of dogs

• Runs 3 miles every morning along Barton

Springs Greenbelt

• Enjoys travelling to foreign countries and

currently learning to speak French

Behaviors: (Verbs) • Likes having her work documented and in one

place

• Emails updated staffing list to Steve each week

• Meets key clients once a week to close major

deals

Needs: • Needs to be able to see all of her client

requirements in one place in order to

accurately staff qualified nurses

• Needs to be able to focus on the client not on

too much management reporting

• Needs to understand her client’s point of view

as well as timelines

• Needs to have a future view of potential

projects coming out of the pipeline

Page 10: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

Demographics: • 54 years old, born in Los Angeles and now

resides in Oakland, California

• Studied biomedical engineering at USC

• Has a 20 year old daughter studying political

science

• Always follows the speed limit when driving

• Enjoys long walks after dinner, when the sun

has set

Behaviors: • Has a subscription to Modern Health Care, and

“occasionally” flips through his wife’s

Cosmopolitan magazines

• Travels due to different hospitals under his

management but returns home on the

weekends to spend time with his wife and

daughter

Steve: National Health Services Co.’s Director of Personnel

Needs: • Needs a system to help facilitate staffing of

personnel • Routinely collects estimated personnel needs

• Communicate with heads of various

departments across the hospitals Steve

oversees

• Keep historical record of temporary nurses used

• Needs to have trust that Michelle will have the

number of qualified nurses he will need

Page 11: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

Michelle: Fastaff Sales Director

Demographics: (Facts) • 46 years old, she grew up in arid Arizona

• Currently lives in Austin, TX with her two small

children in the form of dogs

• Runs 3 miles every morning along Barton

Springs Greenbelt

• Enjoys travelling to foreign countries and

currently learning to speak French

Behaviors: (Verbs) • Likes having her work documented and in one

place

• Emails updated staffing list to Steve each week

• Meets key clients once a week to close major

deals

Needs:

3 minutes

Sketch✓

Needs✓

As individuals

Page 12: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

Demographics: • 54 years old, born in Los Angeles and now

resides in Oakland, California

• Studied biomedical engineering at USC

• Has a 20 year old daughter studying political

science

• Always follows the speed limit when driving

• Enjoys long walks after dinner, when the sun

has set

Behaviors: • Has a subscription to Modern Health Care, and

“occasionally” flips through his wife’s

Cosmopolitan magazines

• Travels due to different hospitals under his

management but returns home on the

weekends to spend time with his wife and

daughter

Steve: National Health Services Co.’s Director of Personnel

Needs:

3 minutes

Sketch✓

Needs✓

As individuals

Page 13: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

Michelle: Fastaff Sales Director

Demographics: (Fact s)• 46 years old, she grew up in ar id Ar izona• Cur rent ly lives in Aust in, TX wit h her t wo

small children in t he for m of dogs

• Runs 3 miles ever y morning along Barton

Spr ings Greenbelt

• Enj oys t ravelling t o foreign count r ies and cur rent ly learning t o speak French

Behaviors: (Verbs)• Likes having her work documented and in

one place

• Emails updated staf fing list t o Steve each

week

• Meet s key client s once a week t o close

maj or deals

Needs:• Needs to be able t o see all of her client

requirement s in one place in order t o

accurately staf f qualified nurses

• Needs to be able t o focus on t he client

not on t oo much management report ing

• Needs to understand her client ’s point of view as well as t imelines

• Needs to have a f ut ure view of potent ial

proj ect s coming out of t he pipeline

Michelle: Fastaff Sales Director

Demographics: (Fact s)• 46 years old, she grew up in ar id Ar izona• Cur rent ly lives in Aust in, TX wit h her t wo

small children in t he for m of dogs

• Runs 3 miles ever y morning along Barton

Spr ings Greenbelt

• Enj oys t ravelling t o foreign count r ies and cur rent ly learning t o speak French

Behaviors: (Verbs)• Likes having her work documented and in

one place

• Emails updated staf fing list t o Steve each

week

• Meet s key client s once a week t o close

maj or deals

Needs:• Needs to be able t o see all of her client

requirement s in one place in order t o

accurately staf f qualified nurses

• Needs to be able t o focus on t he client

not on t oo much management report ing

• Needs to understand her client ’s point of view as well as t imelines

• Needs to have a f ut ure view of potent ial

proj ect s coming out of t he pipelineMichelle: Fastaff Sales Director

Demographics: (Fact s)• 46 years old, she grew up in ar id Ar izona• Cur rent ly lives in Aust in, TX wit h her t wo

small children in t he for m of dogs

• Runs 3 miles ever y morning along Barton

Spr ings Greenbelt

• Enj oys t ravelling t o foreign count r ies and cur rent ly learning t o speak French

Behaviors: (Verbs)• Likes having her work documented and in

one place

• Emails updated staf fing list t o Steve each

week

• Meet s key client s once a week t o close

maj or deals

Needs:• Needs to be able t o see all of her client

requirement s in one place in order t o

accurately staf f qualified nurses

• Needs to be able t o focus on t he client

not on t oo much management report ing

• Needs to understand her client ’s point of view as well as t imelines

• Needs to have a f ut ure view of potent ial

proj ect s coming out of t he pipeline

Demographics:• 54 years old, born in Los Angeles and now

resides in Oakland, California

• St udied biomedical engineer ing at USC

• Has a 20 year old daughter st udying

polit ical science

• Always follows t he speed limit when dr iving• Enj oys long walks af ter dinner, when t he

sun has set

Behaviors:• Has a subscr ipt ion t o Modern Healt h Care,

and “occasionally” fl ips t hrough his wife’s

Cosmopolitan magazines

• Travels due t o dif f erent hospitals under his

management but ret urns home on t he

weekends to spend t ime wit h his wif e and daughter

Steve: Nat ional Healt h Services Co.’s Director of Personnel

Needs:• Needs a system to help facilitate staf fing of

personnel• Rout inely collect s est imated personnel needs

• Communicate wit h heads of var ious

depart ment s across t he hospitals Steve

oversees

• Keep hist or ical record of t emporar y nurses

used

• Needs t o have t rust t hat Michelle will

have t he number of qualified nurses he

will need

Demographics:• 54 years old, born in Los Angeles and now

resides in Oakland, California

• St udied biomedical engineer ing at USC

• Has a 20 year old daughter st udying

polit ical science

• Always follows t he speed limit when dr iving• Enj oys long walks af ter dinner, when t he

sun has set

Behaviors:• Has a subscr ipt ion t o Modern Healt h Care,

and “occasionally” fl ips t hrough his wife’s

Cosmopolitan magazines

• Travels due t o dif f erent hospitals under his

management but ret urns home on t he

weekends to spend t ime wit h his wif e and daughter

Steve: Nat ional Healt h Services Co.’s Director of Personnel

Needs:• Needs a system to help facilitate staf fing of

personnel• Rout inely collect s est imated personnel needs

• Communicate wit h heads of var ious

depart ment s across t he hospitals Steve

oversees

• Keep hist or ical record of t emporar y nurses

used

• Needs t o have t rust t hat Michelle will

have t he number of qualified nurses he

will need

Demographics:• 54 years old, born in Los Angeles and now

resides in Oakland, California

• St udied biomedical engineer ing at USC

• Has a 20 year old daughter st udying

polit ical science

• Always follows t he speed limit when dr iving• Enj oys long walks af ter dinner, when t he

sun has set

Behaviors:• Has a subscr ipt ion t o Modern Healt h Care,

and “occasionally” fl ips t hrough his wife’s

Cosmopolitan magazines

• Travels due t o dif f erent hospitals under his

management but ret urns home on t he

weekends to spend t ime wit h his wif e and daughter

Steve: Nat ional Healt h Services Co.’s Director of Personnel

Needs:• Needs a system to help facilitate staf fing of

personnel• Rout inely collect s est imated personnel needs

• Communicate wit h heads of var ious

depart ment s across t he hospitals Steve

oversees

• Keep hist or ical record of t emporar y nurses

used

• Needs t o have t rust t hat Michelle will

have t he number of qualified nurses he

will need

Steve

Michelle

Michelle: Fastaff Sales Director

Demographics: (Fact s)• 46 years old, she grew up in ar id Ar izona• Cur rent ly lives in Aust in, TX wit h her t wo

small children in t he for m of dogs

• Runs 3 miles ever y morning along Barton

Spr ings Greenbelt

• Enj oys t ravelling t o foreign count r ies and cur rent ly learning t o speak French

Behaviors: (Verbs)• Likes having her work documented and in

one place

• Emails updated staf fing list t o Steve each

week

• Meet s key client s once a week t o close

maj or deals

Needs:• Needs to be able t o see all of her client

requirement s in one place in order t o

accurately staf f qualified nurses

• Needs to be able t o focus on t he client

not on t oo much management report ing

• Needs to understand her client ’s point of view as well as t imelines

• Needs to have a f ut ure view of potent ial

proj ect s coming out of t he pipeline

Create a

consolidated

Persona for Michelle

or Steve 5 minutes

SHARE

Page 14: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

The Design Thinking process

Where is the problem?

Agenda for action?

Problem Finding Problem Solving

14

Widen the problem

space Focus

Widen solution

space Focus

Page 15: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

Define:

Steve//Michelle needs a way to_____________________________

surprisingly//because/but_________________________________.

It would be game changing if

___________________________________________________

Page 16: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

Define:

Steve//Michelle needs a way to_____________________________

surprisingly//because/but_________________________________.

It would be game changing if

___________________________________________________

10 minutes

As a group

Page 17: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

The Design Thinking process

Where is the problem?

Agenda for action?

Problem Finding Problem Solving

17

Widen the problem

space Focus

Widen solution

space Focus

Page 18: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

Ideate: How might we______________________________________________________

Page 19: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

Ideate: How might we______________________________________________________

4 minutes

Individually

Page 20: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

I deate: How might we______________________________________________________

I deate: How might we______________________________________________________

Pass off to your right and add 3 more ideas – building on the previous ideas

Build More Ideas

4 minutes

Page 21: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

I deate: How might we______________________________________________________

I deate: How might we______________________________________________________

I deate: How might we______________________________________________________

Share and consolidate in groups

?

4 minutes

Page 22: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

The Design Thinking process

Where is the problem?

Agenda for action?

Problem Finding Problem Solving

22

Widen the problem

space Focus

Widen solution

space Focus

Page 23: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

Prototype

15 minutes • In groups

• Design a system to meet

Steve or Michelle’s

needs

• Cynthia will be available

to provide feedback

Page 24: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

Testing….

Where is the problem?

Agenda for action?

Problem Finding Problem Solving

24

Widen the problem

space Focus

Widen solution

space Focus

Page 25: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

Conclusions

• Use a Design Thinking process • Include the customer • Work quickly and iterate • Consider all needs, especially emotional ones

• Training aids adoption – but should not be necessary

• Adoption occurs through familiar channels

Page 26: Workshop: Invest Time and Resources for Optimal User …profitability) FEASIBILITY (technical) Emotional Innovation Experience Innovation Process Innovation • Brands • Relationship