Seven steps to successful cross-functional team collaboration.
collaborative by design
how do you identify?
visual designer user experience
what is design?
interaction design! visual design!
"Design is not just what it
looks like and feels like.
Design is how it works."
design is everything
everyone is a designer
design a collaborative team
”Alone we can do so little.
Together we can do so much.”
the right kind of tator
"The horizontal stroke of the 'T' is the disposition for
collaboration across disciplines. It is composed of two things.
First, empathy. It's important because it allows people to
imagine the problem from another perspective- to stand in
somebody else's shoes. Second, they tend to get very
enthusiastic about other people's disciplines, to the point that
they may actually start to practice them."
CEO of IDEO
From T-Shaped Stars: The Backbone of IDEO’s Collaborative Culture
get to know each other
get a room
• everyone has an equal voice
• we will strive for consensus
• we will provide direct, respectful
feedback to one another
• we will openly share our ideas and help
to build on the ideas of others
set ground rules
set the focus
“The secret is to gang up on the problem
rather than each other.”
why are they paying for it?
who are the end users?
agree on goals and principles
SSEP, the next generation of Wells Fargo’s secure banking, will
deliver a device-agnostic, personalized user experience that gives
customers a deeper sense of control over their ﬁnances through
more meaningful conversations that provide clear direction,
relevant guidance, and opportunities to make informed decisions.
Ultimately, SSEP will ensure our customers remain satisﬁed,
engaged, and informed across all secure session access points –
and to be promoters of Wells Fargo.
Secure Session Experience Platform (SSEP)
1. Focus on the user and all else will follow. !
2. It’s best to do one thing really, really well. !
3. Fast is better than slow. !
4. Democracy on the web works. !
5. You don’t need to be at your desk to need an answer. !
6. You can make money without doing evil. !
7. There’s always more information out there. !
8. The need for information crosses all borders. !
9. You can be serious without a suit. !
10. Great just isn’t good enough.!
“Stories are how we think. They are how we
make meaning of life. Call them schemas,
scripts, cognitive maps, mental models,
metaphors, or narratives. Stories are how we
explain how things work, how we make
decisions, how we justify our decisions, how we
persuade others, how we understand our place
in the world, create our identities, and define
and teach social values.”
Dr. Pamela Rutledge
Director, Media Psychology Research Center
Chris Risdon – Adaptive Path
Brandon Schauer – Adaptive Path
John Chuprevich – Wells Fargo
daily working sessions
structured vs. unstructured
BA: Iden%fy, review, and
update use cases and
UX: Create preliminary
wireframes or prototypes
Manager, UX Team,
Stakeholders as needed
1. Review features for
2. Review use cases and
3. Walk through
4. Document ac%on
BA: Meet with
Stakeholders for input
and to ensure business
alignment with design
UX: Update wireframes/
All: Pursue ac%on items
and issue resolu%ons
remote team members
stakeholders are part of the team
speak with one voice
take it all in
what can go wrong?
difﬁcult team members
difﬁculties coming to consensus
• start with the right team lead
• get to know each other
• set the focus
• agree on project goals and design principles
• start with low-ﬁ ideation including storytelling so that
all team members have input
• set up daily working sessions to keep the team
moving as one
• present your work as a team
collaborative by design