Collaborative by Design

@techsavvydesign collaborative by design @techsavvydesign Teresa Rench Customer Experience Wells
Fargo

@techsavvydesign some background

@techsavvydesign how do you identify?

@techsavvydesign visual designer user experience customer experience information architect interaction
designer designer front-end developer technical architect back-end developer web developer software architect developer

@techsavvydesign what is design?

@techsavvydesign not this… interaction design! visual design!

@techsavvydesign "Design is not just what it looks like and
feels like. Design is how it works."

@techsavvydesign design is everything

@techsavvydesign everyone is a designer

@techsavvydesign test develop design deﬁne

@techsavvydesign

@techsavvydesign design a collaborative team

@techsavvydesign ”Alone we can do so little. Together we can
do so much.” Helen Keller

@techsavvydesign the right kind of tator 1 facilitator

@techsavvydesign specialist depth generalist depth breadth

@techsavvydesign "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." Tim Brown CEO of IDEO From T-Shaped Stars: The Backbone of IDEO’s Collaborative Culture

@techsavvydesign get to know each other 2

@techsavvydesign get a room

@techsavvydesign get personal

@techsavvydesign •  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

@techsavvydesign set the focus 3

@techsavvydesign “The secret is to gang up on the problem
rather than each other.” Thomas Stallkamp

@techsavvydesign why are they paying for it? http://business-docs.co.uk/tags/product-roadmap/

@techsavvydesign who are the end users? http://www.servicedesigntools.org/tools/40

@techsavvydesign the intersection business drivers! customer needs! the solution! feasibility!

@techsavvydesign agree on goals and principles 4

@techsavvydesign 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) Mission Statement

@techsavvydesign 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.!

@techsavvydesign collaborative ideation 5

@techsavvydesign “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

@techsavvydesign

@techsavvydesign storytelling output Chris Risdon – Adaptive Path Brandon Schauer
– Adaptive Path John Chuprevich – Wells Fargo

@techsavvydesign stay low-ﬁ

@techsavvydesign

@techsavvydesign daily working sessions 6

@techsavvydesign structured vs. unstructured http://imgur.com/a/WsGXw

@techsavvydesign trailing activities meeting details preceding activities BA: Iden%fy, review,
and update use cases and requirements for upcoming itera%on UX: Create preliminary wireframes or prototypes A'endees: Project Manager, UX Team, Business Analyst, Stakeholders as needed Agenda: 1.  Review features for the itera%on 2.  Review use cases and requirements 3.  Walk through wireframes/ prototypes 4.  Document ac%on items BA: Meet with Stakeholders for input and to ensure business alignment with design UX: Update wireframes/ prototypes per discussions All: Pursue ac%on items and issue resolu%ons

@techsavvydesign unstructured example http://www.thelearningcommunity.us

@techsavvydesign remote team members

@techsavvydesign presenting teamwork 7

@techsavvydesign stakeholders are part of the team

@techsavvydesign no i’s

@techsavvydesign switch presenters http://www.brandsoftheworld.com/critique/duck-duck-moose-2

@techsavvydesign speak with one voice

@techsavvydesign take it all in

@techsavvydesign what can go wrong?

@techsavvydesign difﬁcult team members http://dogcare.dailypuppy.com/stop-dog-biting-eating-bone-4018.html

@techsavvydesign difﬁculties coming to consensus

@techsavvydesign •  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 1 2 3 4 5 6 7

@techsavvydesign thank you!

Collaborative by Design

Collaborative by Design

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