Beruflich Dokumente
Kultur Dokumente
THINKING
DOING
METHODS & TOOLS
1
TABLE OF CONTENTS
Introduction3 CREATE 41
The Changing Role of Design 4 Experience Target Picture 42
About the Publishers 6 Wireframing45
Our Design Process 7 Prototyping Methods 47
Validation Methods 51
UNDERSTAND 8 Product Personality 55
Competitive Benchmark 9 Customer Experience Camp 58
Trend Analysis 10
Personas11 DEVELOP 61
Explorative Research Methods 12 Applying Design Standards 62
Customer Journey Mapping 23
Jobs to be Done 26 ROLL OUT 65
Creative Briefing 29 Communication Planning 66
IDEATE 32 References69
Ideation Methods 33 Imprint70
Elevator Pitch 38
INTRODUCTION
By Christian von Reventlow, Chief Product & Innovation Officer
Design is a driving force in the product and innovation strategy of a large company. Only with innovations
and creativity can new business models be configured and existing ones expanded. Digitalization in particular
leads to a comprehensive change in products, services, processes and business models.
The product and innovation strategy of a company is They also have access to the comprehensive innovation
facing the challenge of developing customer-oriented process of a company and are able to use sophisticated
innovations that require market acceptance in order instruments and tools to thoroughly and deeply determine
to create competitive advantages. Many companies in the needs and problems of the customers.
the telecommunications and entertainment industry
are outperforming their competitors because of their It is therefore no coincidence that innovation management
outstanding product and service innovations. They have of in large companies is increasingly using the methods
learned a lesson: At the heart of digital transformation is of Design Thinking to better understand the markets and
the customer. This belief is based on the fundamentally to develop successful business strategies. In the course
changing expectations of direct, authentic communica of digitalization, the design, combined with the classic
tion, in which the customer takes center stage and instruments of corporate management and strategy
has uncomplicated and ubiquitous access to digitally development, ensures rapid realization of ingenious ideas
networked products and services. This is why customer and accelerates the market readiness of new products and
centricity is the key criterion for innovation management. digital services.
3
THE CHANGING ROLE OF DESIGN
By Philipp Thesen, Lead Design
The digitalization of economy and society determines our future. Designers know the fears, wishes
and needs of the people. Consequently, the design discipline must take on its major responsibility
of humanizing technologies.
The rise of artificial intelligence determines the future of With an increasingly versatile man-machine-interface
humanity. But, will it serve or control us? This is all a question that will go far beyond todays usage of devices such
of design. Where limitations between virtual and material in as smartphones and tablets, humans will be ultimately
industry and everyday life disappear, there will be all new connected with the virtual world of things, data, and
questions for the design that sets people in relation to their services. Given the fact of increasingly intelligent devices
things and their environment. Design has once again arrived and products as well as new rules of interaction, designers
at a crucial point and must take responsibility for shaping and creative must create much more than only the surface.
the environment, also in a new digital age. The designer Designing products and digital services requires a profound
is an important mediator between technology and living knowledge of the customers and underlying technological
environment. Redefining the role of design for the digital infrastructures and therefore a broad competence profile
age, we as designers will first have to precisely describe the as well as the close collaboration in interdisciplinary teams.
unique world in which we live. Digitalization concerns us all,
transforms economy, society and democracy. Digitalization Empathy is necessary for this. Meaning intuition, trend
determines how we will live and work in the future. consciousness, and cultural sensitivity as well as a
profound understanding of the true wishes and needs
of target groups. The task of the designer is to mediate
between technology and living world. The design consumer
needs a powerful partner again. In every customer oriented
company a designer should be fighting for the consumer
and his best customer experience to make truly enthusing
products and services.
4
DESIGN FOR DIGITAL TRANSFORMATION DESIGN THINKING DOING
How does a group with the scale of Telekom manage to Listening exactly to what the customers really want is
not only think from a technological and infrastructural only a first step for the development of valuable solutions.
perspective, but to also establish principles of design Designers at Telekom have developed a strategic process
within the entire company in order to sustainably improve of Design Thinking that is not only being put to action in
customer experience colla bo their own unit, but also has been made available with an
We believe: Design ratively? At Telekom, one of the entire framework of methods and tools for all colleagues of
Thinking is not a largest German design divisions the group.
specialized discipline is working persistently on a gentle
for designers only. revolution in all business units and We believe: Design Thinking is not a specialized discipline
PHILIPP THESEN can show initial success as well for designers only, but must interfuse with the entire
as numerous awards. company strategy. Because, every employee has immediate
responsibility for the customer experience.
Deutsche Telekom is in the midst of a spectacular
transformation process from a company with a traditional This handbook Design Thinking Doing provides all
infrastructure to a front-runner of digitalization. Telekom common Design Thinking methods, processes, and tools
has set itself the objective to accompany its customers that can be adapted for standardized product development
in an increasingly complex digital world. This naturally processes at large organizations. We hope that this little
includes first-class network quality and excellent service book also provides inspiration for you.
as necessary conditions. However, the crucial task is to
sustainably simplify our increasingly mobile everyday life
and enhance lives through experiences in the digital space.
5
ABOUT THE PUBLISHERS
CHRISTIAN VON REVENTLOW PHILIPP THESEN
Christian von Reventlow, Chief Product Philipp Thesen is currently Lead Design
& Innovation Officer (CPIO) at Deutsche at Deutsche Telekom and responsible
Telekom, is in charge of the Group-wide for the design of products and digital
innovation strategy, product development services. Furthermore, he is responsible
and partnering as well as corporate for the design strategy as well as the
research & development. global realization and implementation of
design principles. Under his leadership,
Before joining Deutsche Telekom in March the Telekom Design team received more
2015, he held several executive positions, than 100 design awards and became the
most recently as SVP Core platform at first corporate design unit that has been
Nokias map service and navigation included in the German creative industry
system subsidiary Here.com. At Here.com, ranking in 2016.
he supervised the development of the
first real-time cloud backbone for high- After numerous stops in agencies,
resolution maps in connected vehicles. Philipp Thesen began his career at
At Intel, he was responsible for the Telekom in 2009. Next to his work in
software development of the first and the industry, Philipp Thesen also holds
second generations of Windows 8 and lectures on the topics of design-driven
Android tablets; at Avaya he managed digital transformation. He is member of
the relaunch of the Avaya Flare the Art Directors Club Germany.
videoconferencing solution.
6
OUR DESIGN PROCESS
IDEATE
Turn insights into ideas.
Ideation Methods
Elevator Pitch
CREATE
Explore and validate
design concepts.
ITERATE
Wireframing
Prototyping Methods
Validation Methods
Product Personality
DEVELOP
Translate concepts
into solutions.
ROLL OUT
Launch the solution.
Communication Planning
7
UNDERSTAND
Discover customer needs and
innovation opportunities.
8
COMPETITIVE
BENCHMARK
Compare your competitors
products and services.
YOU WANT
to identify strengths
and weaknesses of your
The competitive benchmark product or service.
clearly shows strengths and
weaknesses so you can find
the right measures towards YOU GET
the best customer experience.
a multi-perspective comparison
of your and your competitors
WHO CAN DO IT? products or services. Competitive
Anyone. Analytical skills are beneficial. benchmarks help you to identify
areas of improvement and come
FOR HOW MANY PEOPLE? up with new ideas.
13
DURATION
Up to 1 week
USABILITY BENCHMARK
Evaluate the efficiency, effectiveness and user satisfaction. HIGH
COMPETITORS
FEATURE COMPARISON
CRITERIA 1 2 3 4 5 6 7 8
Compare product features.
DECT BASE
YOU WANT
DURATION
Hours to weeks
modern family
REDESIGNING trendmap 2016+
OLD AGE SILVER
POWER
BOOMERS SURFER
MASCULINITY
REDUX
GOING GRAY,
GRANDPARENT STAYING ACTIVE TEENPRENEURS
INSTANT
THE MOM NICHE MAKERS
ACHIEVER ALPHA
THIRD GODDESS BEST AGERS
REVOLUTION future WORLD- SCREENERS
PASSIONOMICS
THE MOM
grandparents MAKER
CHANGERS MILLENNIALS
BREADWINNING CONVERSATION MOVEMENT
INTELLIGENT MOMS THE PURPOSE
HOUSING ECONOMY THE
ATHENA future maker TWEENNIALS
BOOMERANG
KIDS
DOCTRINE moms teens AGENTS
OF CHANGE
GENERATION X
SMART HOME THE CONFLICT
WRAPPED PRIVACY DEVICES GENERATION
HOUSEHOLDS PREMIUM @GENERATION GENERATION Y
modern connected
modern
MULTI- TWOKAYS /
SKILL
GENERATIONAL living kids 2Ks
SOCIETY
HOUSING
family
PLAY AND
DOUBLE-DECKER TECH HACK
DOMESTICS
CONCEALED DUAL TITANS CONSUMER
THE SWIPE
FAMILIES RESIDENCE
HYPER CREATORS GENERATION
CONNECTIVITY
JOINT
CUSTODY
SHRINK
CLANS
patchwork KIDPRENEURS
Sources: Trendwatching ,TrendOne, Stylus, PSFK, WGSN and Stylesight Confidential | Product Design
YOU WANT
YOU GET
SELECT PERSONAS
Telekom Deutschland has a detailed and aligned set of per-
sonas that is based on their customer segmentation in the
German market. It includes the name, age, and profession
of a persona, their portrait picture, typical activities, their
characteristics and behaviors, relevant trends, and a collec-
tion of their pocket inventory. It also provides information
on demographics and the customer segment. For all other
countries there are typical persona blueprints to fill in. Look
at the included Persona How-To to get started.
YOU WANT
DURATION
210 days
PREPARE
Thorough preparation is essential for the outcome of your
exploration. Start by defining your target group and choose
three to five personas that are suitable for your project. For- THE METHOD SET
mulate a clear research topic, for example: How do your
customers experience the unpacking and installation of THE CUSTOMERS VOICE SELF-EXPERIENCE
their router? Service Safari Mystery Shopping
Cultural Probes
Select one or multiple fitting research methods from the Diary Studies GO OUTSIDE
method set. Interviews Service Safari
User Observations User Observations
Mystery Shopping
COLLECT INFORMATION
Gather relevant information for your research project. There
are various sources available: existing research, database,
trend databases, scientific jour-
nals, online sources, or literature.
People might tell you they
are excited about your new Put yourself in your customers
product, but when they are shoes. Experience your product
in buying situations, their or service for yourself and try
behavior might be totally to get a feeling for pain points
different. or highlights. Use methods like
ALEXANDER OSTERWALDER mystery shopping as described
in the method set.
let participants record their impressions ... are customer-made expressions, such as means experiencing a service first-hand.
when using a product or service. Diary stud- collages, scrapbooks, or sketches, about their This method allows you to experience the
ies allow you to gather information as to how feelings, opinions, and experiences of a prod- quality of service and discover current
customers use a product or service over an uct or service. They reveal values or emotions problems and hurdles by using the product
extended period of time. They help to under- which are sometimes hard to express verbally. or service yourself.
stand the context of use.
Start by defining the topic of your study. Spec- Start with a creative session in your team to Step into your customers shoes and experi-
ify how long and how frequently you want the determine what you want to learn from the ence any service or interaction first-hand, e.g.
participants to record their feedback. Decide participants and define tasks for them. Send by visiting a shop or calling the customer hot-
when and how often you want to conduct your participants cultural probe packages line. Try out different scenarios, such as buy-
check-ups. Ask the participants to document which allow them to document experiences. ing a product, contacting customer service,
their experiences. Make clear what kind of A pack can contain pens, scrapbooks, post- or returning a product. Carefully document
feedback you are looking for and how they cards, a camera or audio recording devices. everything you observe, e.g. aspects you find
should log their experiences, e.g. in paper Participants can use them to document their frustrating, inadequate, or delighting. Later
diaries or by e-mail. Analyze the diaries. Look feedback. Ask them to complete the tasks on, verify your assumptions by interviewing
for usage patterns and common issues. Con- within a certain period of time. Afterwards, real customers.
duct follow-up interviews to clarify any open conduct follow-up interviews to gain deeper
questions. The benefit of this method is that insight. TIPS & TRICKS
the feedback is given during or right after the
TIPS & TRICKS
Choose a time when your selected loca-
interaction with a product or service.
tion is highly populated to gather sufficient
TIPS & TRICKS Preparingcultural probes is highly com- insights.
plex. Do not underestimate the preparation
Provide your participants with straight- required.
forward documentation tools, allowing
As there is no direct contact between
them to focus on the experience and not on designers and customers, make the probe
the documentation process. packages inviting and inspiring.
involves taking the project team into the are structured dialogs with customers. allow you to record and study how custom-
field to interview potential customers. It allows They help you to gain a better understanding ers behave in real-life situations in their home
you and your team to gather first-hand infor- of customer behavior, motivation, and their environment. You can see what problems
mation about the customers, their views and everyday challenges and needs. customers face and how they approach them.
expectations. You can also experience the context of use.
A service safari provides the opportunity Come up with a list of key questions about Define the objectives of the observation and
for your team to get in contact with real and whatever you need input for from your cus- decide if you need more than written notes for
potential customers and listen to their experi- tomers. Start with general and easy topics documentation, i.e. audio or video recordings.
ences first-hand. It will build empathy towards such as product usage and experience. Then User observation takes place in the field and
your customers. During a service safari, you continue with detailed questions. Use open allows you to observe what customers do in
speak with people in public, e.g. on the street questions starting with why, how, where, etc. context. Observations can either be direct,
or in a shopping mall. Prepare questions in Listen actively and try not to speak for more with an investigator present, or indirect, e.g.
advance and practice the interview situation than 25 percent of the interview time. Take via a video camera. Afterwards, write down
with colleagues. During the safari, ask people notes and write down memorable quotes. You your impressions. Be careful not to be biased
about their opinion of a product or service, let can also record the interview in order to bet- towards the customers behavior. Ask the par-
them recount good and bad experiences, col- ter concentrate on the interview itself. After- ticipants clarifying questions afterwards.
lect improvement ideas, etc. Take a note pad wards, analyze your transcripts and suggest
and pen, a camera, and/or a dictaphone for improvements. TIPS & TRICKS
documentation.
TIPS & TRICKS Try to be as unobtrusive as possible like a
TIPS & TRICKS fly on the wall. Do not interrupt or steer the
Your interview should be open enough for customers actions.
You can create highlight videos from the new, unprepared aspects. But make sure
recorded interview sessions. you get clear answers to your key questions.
Pick different locations for your safari to be Do not ask leading questions, as you want to
able to talk to different types of people. obtain genuine answers.
YOU WANT
an overview of customer
WHO CAN DO IT? interactions and their perceived
Anyone. Cross-functional quality along the customer
groups are ideal. journey. The customer journey
map draws a clear picture of
FOR HOW MANY PEOPLE? existing problems and areas
15 of improvement.
DURATION
1 day
START END
CUSTOMER
JOURNEY
01 02 03 04 05 06 07 08
STAGES
attract inform order deliver use pay get help and terminate
and select and buy and install and modify the bill solve problems or renew
INTERACTIONS
FRUSTRATION
AND NEEDS
EMOTIONAL
CURVE
IMPROVEMENT
IDEAS
ADDITIONAL STEPS
INTEGRATE COMPETITIVE BENCHMARK
Use customer journey mapping to benchmark the experi-
ence of your competitors products and services.
MONITOR PROGRESS
Monitor and communicate the improvement progress with
the customer journey map.
With the development of the
Speedport Neo, customer journey
mapping facilitated a simplified
POST-LAUNCH REVIEW
experience: Our customers now Evaluate the project results by comparing the actual with
need fewer steps to bring the router the targeted experience. Measure the progress you have
into service with only one cable. achieved.
YOU WANT
FIND OUT NEEDS AND JOBS Heres an example job statement from MyWallet:
First, you need to interview and follow customers to under- When I go out for dinner, I want to leave my wallet at home,
stand which jobs they want to get done. Select the customer so I can carry as little stuff as possible.
segment and pick personas to define what customers to in-
terview. You can also use other explorative research meth- After listing the jobs to be done, uncover the underlying
ods, such as cultural probes, user observation, or customer motives. Jobs have functional, personal, and/or social
journey mapping, to find out about jobs to be done. goals. Try to identify and document these roles:
A functional goal is to complete a task or solve a
DESCRIBE JOBS problem (e.g. pay everywhere without card).
Use your findings to uncover associated jobs. The job can- A personal goal applies if the customer seeks a per-
vas will provide you with a pattern for describing it accurate- sonal emotional state (e.g. feeling free and secure).
ly. A job combines behavior and its context a triggering A social goal covers how customers want to
event (when and where), needs (what) and goals (why). be perceived by others (e.g. appear competent
and up-to-date).
Use the following sentence structure to state a job:
In addition, capture current behaviors and constraints:
WHEN _________ I WANT _________ SO I CAN _________ . How do the customers currently solve the problem?
What prevents customers from getting jobs done
satisfactorily or adversely impacts the outcome?
JOB CANVAS
JOB TITLE
DESIRED OUTCOME
JOBS TO BE DONE
PERSONAL ROLE
SOCIAL ROLE
JOB MAP
START END
JOBS TO BE DONE
JOB
01 02 03 04 05 06 07 08
STEPS plan locate prepare confirm conclude modify monitor execute
DESIRED
OUTCOMES
CONSTRAINTS
YOU WANT
to communicate your
projects scope to design
partners.
The key to effective
briefing is to provide a simple
insight that can be communicated YOU GET
memorably. Know exactly what
you want. Then tell the agency a document summarizing the
as clearly as possible. project scope and all information
your design partners need. The brief
also helps you to stay focused during
WHO CAN DO IT? the design process.
Project owners
DURATION
12 days
OUTLINE THE PROBLEM DEFINE THE OUTCOME AND THE WORK MODE
First, collect information related to your project. A creative Next, answer the HOW and WHEN aspects of your brief.
brief should outline the challenge to its recipients and ex- Describe in detail what you need from your design part-
plain why you are asking them to find a solution. ners. The provided input can include concepts, wireframes,
visual design specifications, key screens, prototypes, etc.
Specify the target customer Last but not least, define the project plan: include clear ob-
The creative brief is a group and what the solution jectives, validation criteria, timelines, feedback loops, and
blueprint, a guide, a source should offer them. Also explain roles.
of inspiration. It details ourthe associated business objec-
objectives, audience, mes- tives, the strategic relevance of GET STARTED
sage, timing, and budget. this project, and your market. Select the internal or external design partners. Kick off the
In short, the what, who, In doing so, you will help your project in a meeting or workshop with all involved parties.
where, when. design partners understand the Ask partners to deliver a debrief to ensure that you have a
EDWARD BOCHES broader context of the project. mutual understanding.
Next, try to summarize the prob-
lem by creating a simple and QUESTION YOURSELF
concise problem statement. Clearly state what the solution Ask yourself the following questions to reassess your brief:
should achieve but without anticipating a specific solu- Can someone who is not employed at Deutsche Telekom
tion. Answer the WHO, WHAT, and WHY parts to outline the understand your brief?
problem. Which guidelines do the partners need to follow?
What constraints do partners need to be aware of?
What tools do you need for collaboration?
How involved do you want to be in the process and how
do you want to get involved?
How will you judge the output?
What is not in scope? What are not to dos?
WHO? HOW?
What is the target customer segment? What deliverables do you expect from your
Which personas do I focus on? design partner?
Why do my (potential) customers want /need this? What level of fidelity do you expect from them?
What are their assumed problems? What is needed when for validation?
What are the mandatory formats, specifications
and guidelines?
WHAT?
What platforms, environments, frameworks shall
How should the solution help our customers?
be used?
What are the customers problems?
What people are involved? What are their roles?
What is the expected outcome of the project?
What is the budget situation?
What are measures of success?
WHAT?
WHY?
What is the time line and project plan?
What are the business objectives of this project?
What deadlines are there?
What is the strategic relevance of this project?
What working mode do you expect?
What are competing solutions?
When do you plan review cycles?
What differentiates us from our competition?
32
IDEATION
METHODS
Encourage creativity
to generate great ideas.
YOU WANT
DURATION
Half a day
Dot voting
Have participants pre-select ideas with the highest priority
or which best meet the evaluation criteria. Vote on those
ideas using a limited number of sticky dots (i.e. votes) that
THE METHOD SET have been handed out to each participant.
1. Defer judgment.
2. Encourage wild ideas.
3. Build on the ideas of others.
4. Stay focused on the topic.
5. One conversation at a time.
6. Be visual.
7. Go for quantity.
AFFINITY DIAGRAM
- +
Cluster similar ideas. Give each affinity Elaborate and refine each affinity group Present your concepts, e.g. in an
group a clear title describing the overall with supportive ideas into concepts. e levator pitch format. Evaluate and
concept. Separate actionable from vague ideas. select the most promising concepts,
e.g. via dot voting or rating matrix.
is a method used to generate ideas with a is a creativity technique which uses a list of is an interview technique that uses a pre-
number of participants in a group setting. It descriptive attributes. It allows you to come up defined set of questions. It allows you to find
allows those included to improve and build with ideas for improving existing solutions. out what positive and negative associations
upon each others ideas. participants have with a product or service.
Laddering can be done with team members
or customers.
Define a topic for brainwriting. Then select Start by naming or describing a product or Start by explaining a product or service to the
48 participants and let them write down service you want to improve. Then collect participants and interview them afterwards.
their ideas for a short period of time. After- a list of attributes that describe the targeted Use the laddering questions to structure the
wards, let them pass on their notes. The ide- improvements. List as many attributes as you interview:
as in front of them now serve as inspiration can. Understand the benefit of each attribute 1. What is it (the product or service)?
for creating new ones. This process can be and pick the most interesting or important 2. What does it do?
repeated several times, usually until each set ones. Next, brainstorm ways to make these 3. What benefit do you get from it?
of ideas has been visited by each participant. attributes become real. Think of possible 4. Why is this important to you?
Pick the most promising ideas with the group modifications or alternatives to achieve these 5. What personal value(s) does this tap into?
afterwards. improvements. Combine them to enhance the
current solution or create alternative concepts. Validate your assumptions, based on what
TIPS & TRICKS you hear. Ask yourself what insights can be
TIPS & TRICKS derived from the participants answers. After-
Quantity leads to quality. Tell the partici- wards, brainstorm how to translate findings
pants not to hold back. Use a competing solution to come up with into improvement ideas.
A well known variant is the 6-5-3 method: more differentiating attributes.
6 participants have 5 minutes to generate 3 Try randomly chosen combinations of attri- TIPS & TRICKS
ideas each. Afterwards, they pass their ide- butes to find new perspectives.
as around. Each round has the same set-up: F
or the fifth question, prepare a list of univer-
5 minutes for 3 new ideas. sal values (such as peace of mind or trust).
is a method of discussing ideas by looking ... is a structured idea evaluation method that is a method of finding new ideas by turning
at them from different perspectives. It helps to uses a simple checklist. It allows you to build an existing problem upside down. It helps
examine an idea in depth and lets you check upon existing ideas and to come up with new, you to think outside the box by reversing the
how convincing it is. alternative ideas. initial question.
Choose six participants and conduct a group Start by stating the problem you want to im- Start to outline the challenge you want to
discussion in which each participant assumes prove or change. Break down the idea into address, e.g. increase online sales. Invite a
a different role. The roles are usually repre- smaller chunks and look at them one after the group of participants. Ask them to solve the
sented by different colors: other. Then use the SCAMPER questions problem that is the exact opposite to the initial
Management (blue) Substitute something challenge, e.g. how to keep customers from
Information (white) Combine it with something else buying online. Give them about 30 minutes
Feelings, intuition (red) Add something to it to find a solution. After the brainstorming ses-
Creativity (green) Modify or magnify it sion, let the participants share their ideas and
Advantages (yellow) Put it to some other use discuss the results. Identify which solutions
Warnings (black) Eliminate something for the anti-problem offer a new perspective
Reverse or rearrange it on the initial question or provide approaches
Explain the discussion topic. Each role con- to solve it.
tributes a different angle to the discussion. These help you think differently about your
This method helps you to take a perspective problem. TIPS & TRICKS
you might not have taken and uncovers argu-
TIPS & TRICKS D onot hold back: The more extreme the
ments you might otherwise have missed.
ideas, the better.
TIPS & TRICKS G othrough questions sequentially or stay
on one question until you have generated as
Dont be afraid to remind people of their role many ideas as possible.
if they slip out of character.
YOU WANT
DURATION
30 minutes to one day
PREPARE
First establish a good understanding of your idea by using
explorative research methods and ideation methods. Sum-
marize the key findings such as customer needs, opportuni-
ties, risks, etc. Consider your target audience: What drives
them? Whats their angle?
PROBLEM DESCRIPTION
IN
CONTEXT
41
EXPERIENCE
TARGET
PICTURE
Create a tangible design concept.
YOU WANT
DURATION
28 weeks
RESEARCH
Meet your customers and conduct explorative research mon theme, formulate a problem, You will never be
studies. Do not rely on market studies and quantitative re- and use the insights to suggest a able to hit a target
search results only. Analyze the current customer experi- solution. The posters will provide that you cannot see.
ence of your product or service and sum up your industrys an accurate derivation of how you ROBIN SHARMA
trends. Take the Telekom strategy into account and see how came up with your idea.
it can be applied to your product or service.
COME UP WITH A CONCEPT
DOCUMENT YOUR INSIGHTS Create a concept to showcase your solution idea. Use one
Document the findings and insights in six posters to cluster or multiple ideation methods to visualize your concept and
the information. Each poster focuses on a single topic: to make it tangible. Identify the most essential customer
Status quo and problems today journeys and show how a customer will undertake them in
Customer needs and insights the future. Explain how your solution will solve the custom-
Trends, drivers, and attractors ers problem. State design principles that will help to guide
Market and industry insights the design process.
Company strategy and targets
Key action points and experience targets
TARGET PICTURE
Understand your market Document your findings Prototype and evaluate Co-develop the
trends, customers, and and come up with first concept ideas. overarching design
how they currently solve concept ideas. concept.
their problems.
YOU WANT
DURATION
Depends on the complexity
of the solution
CREATE WIREFRAMES
Sketch wireframes by hand, use graphic software or em-
ploy prototyping tools. The level of fidelity depends on your
available time and goals. In the beginning, use wireframes to:
explore design alternatives for a single screen
provide an overview of different screens
show a screen in different stages
(during an error, with new data, etc.)
USE WIREFRAMES
Wireflows allow you to visualize the steps a customer needs
to take for a specific use case. Explore and show how the
user interface behaves with customer interactions, dis-
plays errors, etc. Create wireflows by combining several
Wireframes define the key
wireframes, highlighting the inter-
elements for a user interface.
actions, e.g. mouse clicks or ges-
tures, and the response of the user
interface by pointing to the next
wireframe.
Click dummies or mock-ups let you
showcase and explore the user in-
<FULL NAME> terface of your product or service
before development has started.
YOU WANT
YOU GET
Prototypes help to understand
the problem in analysis, a tangible representation
to visualize in creation, of your ideas. Prototypes let you
and to improve in validation. explore, discuss, and evaluate
your different concepts.
DURATION
Depends on the ideas
FIND SOLUTIONS
Early in the design process, you want to understand the If your prototype still looks rough and like an initial con-
problem you are trying to solve, work towards a solution, cept, it will invite people to give feedback. Later on, use
agree on the scope of the project, or manage expectations. prototyping methods like paper prototyping or storyboard-
Later on, you want to test your concept with users for feed- ing as described in the method set.
back, get a decision on the general design direction, or
present the targeted experience. PREPARE
First, decide on what you need to understand, express
Use prototyping methods as: or validate: Formulate a goal and list your assumptions.
a research tool: explore different design alternatives. Ask yourself what the essential areas are that you wish to
a presentation tool: communicate the basics of your explore, include and communicate. Your goal is to get feed-
concept. back on your concept and to identify areas of improvement
a concept assessment tool: validate your design based on the feedback. Decide what visual representation
directions from the start. and what level of interactivity will yield the best results.
Think about the target audience: What are their expec
APPLY tations and levels of knowledge?
Form and fidelity of prototypes vary according to their re-
quirements. They can be rough outlines of a concept or
mimic the target functionality and
visual design of the product or ser-
You can use an eraser vice. Use low-fidelity prototypes THE METHOD SET
on the drawing table early in the process since they are
or a sledgehammer on quick and easy to create. Begin
the construction site. with sketches, illustrations, or sto- LOW FIDELITY
FRANK LLOYD WRIGHT ryboards and scale up the level Paper Prototyping
of fidelity later on in the process. Sketching
Prototyping
HIGH FIDELITY
Click Dummies
Storyboards
Video
SHOWCASE CONTEXT
Storyboards
Service Prototyping
Video
Prototyping
A combination of hardware
and software, such as smart
devices or fixed line phones.
are sequences of sketches or photos allows you to play out how a service works. helps you to quickly and cost-efficiently
that show how a product or service is used. Service prototyping lets customers interact present and evaluate your concepts. Paper
Storyboards illustrate key interactions, the with a service. It can be used to visualize and prototypes allow you to get customer feed-
highlights and lowlights of the usage and thus evaluate different steps of the customer jour- back with minimal effort in a small amount of
help to communicate a concept. They are well ney to find areas for improvement. time.
suited to illustrate how customers encounter
different touch points of a service.
Use the customer journey map to define the Place the prototype where it will actually be Sketch your ideas on paper or print out your
scope of your storyboard. Focus on one cus- used and test it there, e.g. in a shop. This al- concept. Focus on the most important use
tomer and on how he or she interacts with lows you to see how external factors interfere. cases and dont go into too much detail.
your solution. Use the storyboard to show key If the setting is complex or cannot be used, Instead, show the structure, the content,
interactions and highlight typical problems. recreate it on a miniature scale. Re-enact the and the basic interactions of your concept.
Additionally, show the context of use and steps of a customer journey with figurines. Present your paper prototypes to customers
point out social, environmental, and techni- Gather participants feedback on the service. and ask them to comment. You can even
cal factors impacting the customer. Annotate If you are holding a customer workshop, let encourage them to modify them, e.g. sketch
your sketches with explanations if needed. the participants play out scenes and allow improvements. Use the findings to enhance
Use storyboards to explain customer prob- them to make adjustments to tailor the setting your concept afterwards. Paper prototypes
lems and to build empathy with the customers to their needs. Film how the service works and are very useful early in the project, when you
situation. Storyboards can be used through- show the movie to colleagues, project mem- want to quickly explore different user inter-
out the design process to explain, explore and bers, and stakeholders to gather feedback. face variants.
evaluate your concepts and solutions.
TIPS & TRICKS TIPS & TRICKS
TIPS & TRICKS
C
reating a playful environment helps to en- S
ome people might have difficulties with
D
onot think your drawing skills are insuffi- gage participants. abstracting the paper prototype. Therefore,
cient. Your storyboards do not need to be make sure that the prototypes are easy to
fancy. grasp.
means thinking visually with pen and paper. show parts of a user interface and contain is an excellent means of conveying the as-
Sketches allow you to visualize your ideas and interactive clickable elements, such as links pects of a concept. Use it to visualize the cus-
concepts. They are inexpensive, easy to cre- or buttons. Click dummies allow you to try out tomer problems and challenges or to explain
ate and the fastest way to explore ideas and to and showcase a user interface during the con- possible solutions.
make design concepts tangible. cept phase.
Sketching helps to understand a problem and Begin by defining customer journeys that Begin by deciding on a purpose for your
to come up with a feasible solution. It allows should be part of the click dummy. Use wire- video. Would you like to highlight an existing
you to explore different options in little time. frames or existing screens and make them problem or present a solution? Think about
Sketching also lets you reflect your ideas interactive by using dedicated prototyping the audience and their prior knowledge. What
and present ideas to others. Use sketches to software. Depending on your goal, choose do you need to explain in the video, and what
visualize a design concept, a user interface, or the level of fidelity for your click dummy. Wire- is already known? Write down a handful of
parts of them. Sketch different design options frames are good enough for some purposes, key messages your video should convey. Use
and discuss their pros and cons. If they look while for others the final visual design is ap- these to draw up a storyboard. Focus on the
rough and incomplete, they encourage others propriate. Use click dummies to present your customers and how they experience products
to give feedback, and also communicate that concept to stakeholders and customers. Walk or services. Include customer feedback you
you are still in an early development stage. them through the click dummy, or you can let collected in previous interviews. Before creat-
them explore the click dummy by themselves. ing the video, show the storyboard to peers
TIPS & TRICKS and check if your story and its messages are
TIPS & TRICKS understandable.
D
ont make your sketches too neat they
are good enough when they enable you to Dont spend too much time on building the TIPS & TRICKS
convey your idea. click dummy, as it is likely to change based
on your findings. T
ake a cost-saving approach, e.g. use your
Avoid placeholders and fake text, as they smartphone to shoot short video sequenc-
are distracting. Realistic data will give more es and test the response before booking an
accurate results. entire film crew.
YOU WANT
to validate assumptions
about your customers or
solution concepts during
the design process.
YOU GET
Validation helps to avoid
mistakes that would be findings and suggestions
expensive in the long run. to improve early concepts as
well as existing products or
services.
WHO CAN DO IT?
Validation experts
EVALUATE FINISHED
SOLUTIONS
Online Survey
A /B Testing
is a qualitative research method where ... involves interviewing and observing cus- let experts take the role of customers. They
people from your target group take part in a tomers to evaluate how well a product or ser- help to quickly and cost-efficiently identify
guided discussion. Focus groups allow you vice fits customer needs. User testing allows areas of improvement, issues or what is miss-
to understand the opinions, feelings, and at- you to measure effectiveness, efficiency, and ing in the current solution.
titudes of your customers. customer satisfaction. You can see how users
perceive a product before, during, and after
using it.
Use focus groups to collect insights, to pitch Define a number of tasks. Describe them in Let usability experts evaluate concepts, proto-
ideas, and to get customer feedback on an interview guide which is used by a moder- types, or live products. An expert review can
concepts. Prepare the focus group by iden- ator during the interview. Select a number of be complementary to user testing, since it is
tifying the main objective and developing participants based on your personas. During a fast and inexpensive way of gathering feed-
corresponding questions. Carefully select the tests, monitor how each participant interacts back. Provide the usability experts with your
participants based on your previously defined with the solution. Let them verbalize their personas to guide their review. This results
personas and target segments. The group feedback throughout the session to under- in richer feedback. Use the findings to iden-
size is usually 6--12 people. The power of focus stand what goes on in their mind. Invite team tify areas of improvement. Keep in mind that
groups lies in the group dynamic under the members and stakeholders to observe tests. experts arent typical users; therefore cross-
guidance of an experienced moderator. Dur- Seeing customers struggle with the solution check the findings with real customers.
ing the focus group, the moderator asks the is often more convincing than just reading
prepared questions, facilitates discussion, a summary. Create videos from the user test
and ensures that each participant has a sessions to capture highlights and low- TIPS & TRICKS
chance to answer questions. lights. Document your findings and suggest
A
sk usability experts to use common heuris-
improvements.
TIPS & TRICKS tics, such as Nielsens interface heuristics or
TIPS & TRICKS the DIN ISO 9241 dialogue principles.
U
se mock-ups or high-fidelity prototypes to
stimulate the discussion and gather insights Use quantitative research methods to ob-
for further improvements, e.g. workarounds tain a statistical validation of your findings.
currently used by participants.
ONLINE RITE A/ B
SURVEYS TESTING TESTING
allow you to verify assumptions and get ... is an iterative testing method where proto- allows you to compare the performance of
feedback from a large group of customers. types get updated during the testing cycle. two or more design variants in relation to a
They can be used to get customer feedback RITE Testing allows you to iterate and improve predefined outcome, e.g. click-rate.
on various topics. the prototype based on participants feed-
back.
Choose participants based on your target In a RITE (Rapid Iterative Testing and Evalu- The following can be easily validated with
group(s). Prepare a questionnaire: Use either ation) test, you update the prototype based A/B tests: alternative features, price, word-
a standard questionnaire or create a pro- on the findings of the previous sessions. Af- ing, packaging, website variants, etc. Create
ject-specific one. Online surveys can provide ter a fixed number of test sessions, you dis- or select two or more versions of a solution,
feedback about mock-ups, prototypes, or live cuss within the project team which aspects e.g. a landing page, which differs in one as-
products. Show design variants to find out to change for the next test sessions. At first, pect. Direct a similar number of customers to
which one customers prefer. Since surveys change things that are easy to update, e.g. the variants and compare the performance of
generate quantitative results, use qualitative wording or colors. Later, alter larger parts of each option. For live websites, A/B tests are an
methods to understand the reason for the the prototype, e.g. workflow and behavior. important means of validating how changes
gathered feedback. This method is best used early on in the de- affect conversion.
sign process as it allows you to shape the con-
TIPS & TRICKS cept based on customer feedback. Note that TIPS & TRICKS
RITE testing is not a surrogate for validation
Online surveys also allow the cost-efficient S
ince A/B testing only yields quantitative
tests later in the process.
comparison of design variations or your results, use qualitative methods additionally.
competitors solutions. TIPS & TRICKS
Several standard questionnaires are availa-
ble, such as SUS (Simple Usability Scale), Some changes might not yield the expected
or NPS (Net Promoter Score). Use the NPS results. Prepare to fail and to learn from your
questionnaire to measure your products mistakes.
success over a period of time.
YOU WANT
YOU CREATE
Product personality is
the emotional bridge a set of attributes that
between our products characterizes your solution.
and our customers. These attributes help you
to define what your product
personality should be like.
WHO CAN DO IT?
UX designers, together with
specialized partners
The motives map helps you to analyze emotional needs MAKE IT TANGIBLE
and derive value-related attributes. You can use them to Last but not least, think about how the personality can be
come up with a product person- conveyed within your solution and in advertising.
ality. Since it is a highly complex How can these attributes be translated into product or
Everything which approach, it should be done with service characteristics?
triggers no emotions is the support of specialized experts How should the user interface behave and react to con-
worthless for our brains. or agencies. vey the personality?
How does the solution address the customers?
NORBERT HANS
First, determine what emotional How can the attributes be used for communication?
needs your targeted customers
have and what type of product personality meets their ex- Often, the product personality is not consciously defined
pectations. Start by reviewing the personas you selected for but rather emerges from its features. Thus, the experience
your project and locate them on the motives map. can be ambiguous and unclear. A well-defined product per-
sonality also works as a guiding light; it helps to make de-
Next, position your product or service on the motives map. cisions throughout the Development and Roll-out phases.
For this, ask yourself the following questions:
What are the characteristics of your product or service?
How does it feel?
What emotion do you want to trigger when the product or
service is being used?
What is the usage context?
How do you meet your customers expectations?
adventure
inspiration strength
performance
individuality
energy rebellion achievement
freedom
fighting spirit
EXCITEMENT thrill AUTONOMY
seduction
exotic power
risk
change courage
unconventional status
zest for life
curiosity perfection pride
creativity
escapism recognition success
vitality
sensuousness joy discipline competent
fantasy
light-hearted economy pragmatic reason
spoil myself
authentic orderliness reliable
warmth
carefree feminine safety
warm-hearted family efficiency
pleasure
tradition
relaxation closeness
control
serenity
relief human
reliable smart caring harmony
security trust
carefree
SECURITY
attentive confident
YOU WANT
to develop an aligned
concept for a project within
The CX camp provides vision, a short period of time.
focus and direction for superior
CX quality. It allows you to get
an aligned target picture fast. YOU GET
a collaboratively developed
WHO CAN DO IT? prototype that makes the target
A team of cross-functional experience tangible. It showcases
experts and stakeholders the key customer journeys,
the visual design direction and
FOR HOW MANY PEOPLE? experience requirements.
24 designers
23 participants from
other disciplines
DURATION
812 weeks
PREPARE
Use the insights and key actions of the experience target
picture as input. But unlike the target picture, where the
status quo as well as technical and operational limitations
are ignored, the CX camp is about coming up with a fea-
sible and realistic concept. Ideally, it shows how to bring
the target picture to life. It lays the groundwork for the
subsequent Develop phase.
Gather key findings and Identification of key customer journeys. ... using different levels of
capture the design rationale. Definition of information architecture Telekom Design support.
Create concept ideas. and customer experience requirements.
Prototype to showcase functionality
and visual design.
61
APPLYING
DESIGN
STANDARDS
Ensure design consistency.
YOU WANT
to realize a product or
service that follows the
Telekom design language.
YOU GET
MAKE IT WOW
The components and guidelines given will help you to work
more efficiently, but the real work starts after applying our
design standards: individualizing and detailing the product
or service. Define the core functionalities, derive concepts
inside the given framework, and develop your own user
experience according to your individual product personality.
The roll-out phase is about making sure the completed product or service
is effectively communicated and the customer response is properly tra-
cked. The following methods show how to communicate your solutions
benefits and track the response of your customers. Use the methods to
make your product market-ready and to get customer feedback.
65
COMMUNICATION
PLANNING
Tell one product story
across all touch points.
YOU WANT
DURATION
25 hours
PREPARE
First, define your communication message: What are the
key benefits for your customers? What are differentiating
factors of your solution? Look at the personas and their
needs to address them properly. Use the jobs to be done
map to review the benefits of your product or service. Review
the elevator pitch to identify the unique selling proposition
of your solution. Use these sources to come up with a
coherent message for your product or service. You might
want to stress different aspects of your solution for different
personas and customer groups.
01 02 03 04 05 06 07 08
STAGES
attract inform order deliver use pay get help and terminate
and select and buy and install and modify the bill solve problems or renew
CX TARGET
JOURNEY
TOUCH POINTS/
CHANNELS
Print catalogue
Website
Tablet app
Mobile app
Physical store
Shared assets
P. 25 P. 56
Ruby Newell-Legner (2003). Hans, Norbert (2013).
Understanding Customers Strategische Wettbewerbsvorteile. 2. Auflage.
Springer Gabler: Wiesbaden.
P. 26
Clayton M. Christensen, Scott Cook & Taddy Hall (2006). P. 59
What Customers Want From Your Products. HBS. h ttp: //hbswk.hbs. Gothelf, Jeff (2013).
edu/item/what-customers-want-from-your-products Lean UX. Applying Lean Principles To Improve User Experience.
O'Reilly Media: Sebastopol.
P. 30
Boches, Edward (2013). P. 63
The Creative Brief. An Introduction. Nielsen, Jakob / Loranger, Hoa (2006).
Keynote, available here: h ttps: //de.slideshare.net/edwardboches/ Prioritizing Web Usability. New Riders.
the-creative-brief-26313648/7-What_is_the_creative_briefIt Peachpit: San Francisco.
69
IMPRESSUM / IMPRINT
70
TELEKOM DESIGN
71