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Introduction to Service Design Megan Erin Miller, Service Design Manager, University IT // Stanford Tech Briefing // Feb. 13, 2018

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W !

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Megan Erin Miller Service Design Manager University IT [email protected] @meganerinmiller

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T … ● What is a service? ● What is design? ● What is service design? ● Thinking in services ● Applying service design ● The UIT Service Design team ● Going further…

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What is a ?

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A is… … a means of delivering to clients by facilitating that clients want to achieve without the of specific and .

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Services ● Hotels ● Restaurants ● Airports ● Taxis ● Delivery ● Dry cleaning ● Banking ● Hospitals ● etc. ● Libraries ● Government ● Police ● Fire stations ● Parks ● Non-profit ● Schools ● Wellness/Gyms ● etc. ● Public improvement projects ● Community ● Infrastructure ● Transportation ● Healthcare ● Bike schemes ● Insurance ● etc.

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Example: The value to the customer: ● Food I can’t cook myself ● Quality time with family & friends ● A memorable “outing” ● “Don’t have to think about dinner tonight” Costs & Risks owned by the service: ● Planning menus ● Sourcing ingredients ● Managing kitchen budget ● Mastery of cooking ● Preparation of food ● Cleaning up

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Example: The value to the customer: ● Convenient access to bikes as means of transportation ● Healthy, fast, affordable way to get around town Costs & Risks owned by the service: ● Bike ownership ● Bike maintenance ● Payment mechanisms ● Potential loss of bikes ● Procuring of bike parking spots

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Example: The value to the student: ● Access to world-class learning resources (faculty, libraries, classes, facilities) ● Structure provided to facilitate learning ● Degree granted with authority that certified student accomplishment ● Access to reputational benefits Costs & Risks owned by Stanford: ● Accreditation ● Operations management ● Technology support ● Facilities upkeep ● Salaries for employees ● Compliance ● etc.

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S differ from , in that they… ● Span a “lifecycle” of interaction ● Form a relationship over time ● “Provide and perform” ● Made of people, processes, places, props, and partners (5 P’s)

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Touchpoints in a

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The experience: a over time

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The of a service creates the between the service provider and the client.

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Service experience f

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Service experience f B f B D Af

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Service experience f

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Service experience: aka “F ”

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A in context of life

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Service experience: aka “F ”

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The “B ” C O S T H D S T H D S T

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Service delivery: aka “B ” L f V

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The S

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Service delivery: aka “B ”

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The Stages: the domain of

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Service lifecycle

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Two

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Flying … ? ? ? ? ? ? ? ?

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Designing for ● Client benefit: seamless, quality, consistent service experiences ● Organizational benefit: efficiency, integration, automation, process improvement, and also making employee’s lives better!

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E

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Libraries as a

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Libraries as a B Serving: Students, faculty Touchpoints: Searchworks, checkout, computer station, stacks Value: Access to hard-to-find content Costs/Risks: Acquisition, systems maintenance, cataloging, archiving

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Events as a

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Events as a R H Serving: Alumni Touchpoints: Paper invite, registration, class tent, schedule Value: Memories, networking Costs/Risks: Liability, food services, waste disposal, event production

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Research Administration as a

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Research Administration as a Q f Serving: Faculty PI’s Touchpoints: QCAP system, email Value: Assures compliance, accurate accounting Costs/Risks: System maintenance, audit compliance, staff assistance

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Security as a

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Security as a T -f Serving: All SUNet users Touchpoints: Weblogin, DUO, SMS Value: Verifies your identity, easy Costs/Risks: Identity management, secure integrations with SU systems

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Talent management as a

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Talent management as a M A Serving: Staff managers Touchpoints: Calendar invites, workbook, printed certification Value: Time for professional development, learning, networking Costs/Risks: Content, food, space

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Infrastructur e as a

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Infrastructur e as a D Serving: Departments, labs Touchpoints: Email, data center, remote server Value: Secure, reliable storage Costs/Risks: Cooling, backup power, maintenance, networking

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Stanford is full of .

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Your T ... Who do you serve? What are your touchpoints? What value are you providing? What costs and risks do you take on to deliver your service? What is the experience?

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What is ?

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Design is… Balancing user and with technical and business f to deliver a useful and satisfying .

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Design ≠ (though style is a component)

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Design: A and set of . Human Centered

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H - design is… About , their pain points and needs, and creating solutions tailored to meet those needs. Human Centered

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Design Thinking .S !

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Principles of ● Involve the user perspective in all phases ● Define the problem based on data from users ● Generate lots of potential solutions ● Test solutions with real people using prototypes ● Be iterative

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This is .

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Human Centered Agile + Iterative

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So… we’ve talked about ...

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What is ?

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Service Design: Applying to .

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S D vs. UX/UI

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Across many and the S D

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User experience (UX/UI) is per UX

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Design for the

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Designing for the

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Designing for the Define desired How can we that experience? Balance… and tension

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A different kind of “ ” Not just designing touchpoints, but partnering to design sustainable service delivery that enables great experiences: ● Processes ● Systems ● Policies ● Support models ● Business models ● Roles ● Metrics ● Communications ● Branding ● and more…

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As a … ● Conduct user research to inform service strategy and identify service improvements ● Design new or improved, end-to-end service experiences ● Design touchpoints for those experiences ● Test and iterate on designs ● Partner to design service delivery to support user experiences

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The S D Toolkit

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S is… A toolkit of and , based on .

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Service design Co-creative Do it with others Cross-functional Involve end-users Holistic Equal importance on end-user experience and backstage process Value-oriented Align backstage process to deliver frontstage value to end-user Human-validated Validate assumptions Test with real people Data-based decisions 1 2 3 4

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Service Design

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Service design 1. Understand current state 2. Frame the problem 3. Imagine future state 4. Prototype and test 5. Partner to implement 6. Measure and assess

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Service design 1. Understand current state 2. Frame the problem 3. Imagine future state 4. Prototype and test 5. Partner to implement 6. Measure and assess M : ● User research (interviewing, participatory, surveys, etc.) ● Analytics ● Service Safari ● Current-state Journey Mapping ● Current-state Service Blueprinting

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Service design 1. Understand current state 2. Frame the problem 3. Imagine future state 4. Prototype and test 5. Partner to implement 6. Measure and assess M : ● Five Why’s / Abstract Laddering ● Problem Statements ● Problem Tree Analysis ● Jobs To Be Done

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Service design 1. Understand current state 2. Frame the problem 3. Imagine future state 4. Prototype and test 5. Partner to implement 6. Measure and assess M : ● “How Might We…” statements ● Ideation ● Storyboarding ● Future-state Journey Mapping ● Future-state Service Blueprinting

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Service design 1. Understand current state 2. Frame the problem 3. Imagine future state 4. Prototype and test 5. Partner to implement 6. Measure and assess M : ● Low-fidelity prototyping ● Service Simulation ● Desktop Walkthrough ● User Testing (applies to all)

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Service design 1. Understand current state 2. Frame the problem 3. Imagine future state 4. Prototype and test 5. Partner to implement 6. Measure and assess M : ● Touchpoint design ● Process design ● Usability QA during development

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Service design 1. Understand current state 2. Frame the problem 3. Imagine future state 4. Prototype and test 5. Partner to implement 6. Measure and assess M : ● Key Performance Indicators (KPIs) ● NPS rating ● Satisfaction surveys ● Usability Testing ● Service Assessment

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Service design 1. Understand current state 2. Frame the problem 3. Imagine future state 4. Prototype and test 5. Partner to implement 6. Measure and assess An process…

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Service Design

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Thinking in

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Making the to thinking in “ …”

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What is your ? Your ff ?

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What are you serving? (Not just …)

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What are your key ?

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What are your ?

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What do you need?

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What is the ? How can you ?

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Applying

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In , this looks like…

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Libraries as a

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Libraries as a B Serving: Students, faculty Touchpoints: Searchworks, checkout, computer station, stacks Value: Access to hard-to-find content Costs/Risks: Acquisition, systems maintenance, cataloging, archiving

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Service design 1. Understand current state 2. Frame the problem 3. Imagine future state 4. Prototype and test 5. Partner to implement 6. Measure and assess

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1. Understand the Talk to students about their library experience (user interviews, journey mapping)

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2. Understand how the experience is Map the end-to-end, and the backstage (service blueprinting)

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3. Frame the Frame problems, and prioritize them (problem statements, impact vs. effort)

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4. Come up with Brainstorm ideas for solutions with a cross-functional team, and end users (ideation, storyboarding)

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5. Prototype and test the Design a low-fidelity prototype of an improved experience to test with students (paper prototype, service simulation, desktop walkthrough)

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6. Iterate and Iterate on the prototype, then implement (partnership, QA)

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7. Measure your Put in place metrics to measure success of new service experience (KPIs, NPS, analytics)

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Service design 1. Understand current state 2. Frame the problem 3. Imagine future state 4. Prototype and test 5. Partner to implement 6. Measure and assess

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The UIT S D team

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University IT S D team

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University IT S D team O M Design and facilitate quality service experiences across the entire University IT service portfolio, and build design capability across the organization.

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University IT S D team T ● Began fall 2015, formed team in fall 2016 ● 2 Service Designers, 1 Sr. User Experience Designer, + me ● Sit in Service Management Office, Shared Services, UIT ● Serve all of University IT

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University IT S D team W ● Client insights ● Design concepts ● Concept validation ● Implementation partnership ● Training and facilitation

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University IT S D team W ● Client insights ● Design concepts ● Concept validation ● Implementation partnership ● Training and facilitation

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University IT S D team W ● Client insights ● Design concepts ● Concept validation ● Implementation partnership ● Training and facilitation

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University IT S D team W ● Client insights ● Design concepts ● Concept validation ● Implementation partnership ● Training and facilitation

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University IT S D team W ● Client insights ● Design concepts ● Concept validation ● Implementation partnership ● Training and facilitation

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University IT S D team W ● Client insights ● Design concepts ● Concept validation ● Implementation partnership ● Training and facilitation

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Project

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Campus IT Plan User Research

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Campus IT Plan User Research Goals: Learn about the IT experience and needs of students, faculty, staff to inform campus-wide planning What: ● Participatory research workshops with staff ● 1:1 interviews w/ faculty, grad/postdocs, and undergrads

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Client Certificates

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Client Certificates Goals: Design end-to-end user experience for new Client Certificate What: ● Identify use cases ● Service blueprinting ● Touchpoint mapping ● Usability QA ● User testing

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Video- conferencing panel design

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Video- conferencing panel design Goals: Redesign Cisco panels to improve scheduling and room AV experience with videoconferencing What: ● User experience survey ● Rapid prototyping and testing ● UI design and iteration ● User testing ● Implementation partnership

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ServiceNow Services Portal

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ServiceNow Services Portal Goals: Design user-friendly Services Portal for ServiceNow What: ● Information architecture ● Wireframes/UX design ● Rapid prototyping ● User testing ● Taxonomy testing ● Implementation partnership

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Zoom selection

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Zoom selection Goals: User testing to inform tool selection as Bluejeans replacement What: ● Functional evaluation of tools ● User experience survey ● Field testing, diary studies ● Lab testing for 3 tools ● Analysis and recommendation

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“IT of the Future” in support of workforce mobility

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“IT of the Future” in support of workforce mobility Goals: Understand barriers to becoming a more remote workforce, and identify IT support needs What: ● 1:1 interviews ● Interactive workshop to imagine future needs

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Quality Service Training for Operator Services Center

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Quality Service Training for Operator Services Center Goals: Assist OSC team in identifying quality service principles and refining operational best practices What: ● Hands-on, small group interactive workshops

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Cloud Collaboration & Storage User Research

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Cloud Collaboration & Storage User Research Goals: Inform decision on primary and secondary tools, identify service improvement opportunities (Box, Drive, OneDrive) What: ● 1:1 contextual interviews

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Where we to be…

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The for UIT… D ● Defined quality standards ● Shared service principles ● Standard design process ● Usability assessment metrics

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Going f …

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Service design Stanford Service Design Community of Practice https://cop.stanford.edu/community/service-designers Global Service Design Community of Practice http://www.practicalservicedesign.com/community Introductory reading http://www.practicalservicedesign.com/service-design-101

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Join the ! Stanford Service Design Community of Practice Reading club, every 3rd Wednesday at lunchtime First meeting: → March 21st – 12:00-1:15pm, Polya 170B or Zoom Join the mailing list by emailing [email protected]

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