The beginning and end of customer journeys

One of the things I like about gov.uk is that if you spot a little glitch and ask them to fix it, they probably will. Even better, they make it easy to do that by having a feedback link on every page, thus encouraging behaviour which is to the benefit of all.

Another thing I like about gov.uk is the way it embodies its design principles, and in particular the clarion call to design for the needs of users:

The design process must start with identifying and thinking about real user needs. We should design around those — not around the way the ‘official process’ is at the moment.

There is nothing new about that as a principle, of course, but the fact that it has taken substantial iterations over many years to get even as far as we have demonstrates how hard this is and how much further there is to go, as well as how far we have come.

One of the hardest things for people with a conventional service provider mindset to get their heads round is the idea of a customer journey. It isn’t the idea of setting out the stages from the customer’s point of view which is the sticking point in my experience – that’s conceptually clear even it can be very hard work to do (Stephen Collins has just published a set of actor-focused design questions which shows very neatly how far beyond the obvious it is necessary to get). The sticking point is very often the apparently simple question of when a journey starts and when it ends. Service providers overwhelmingly set the starting point too late, and almost as often set the finishing point too early. The first thing that happens, they might say, is that the customer calls our contact centre, not spotting that from the customer’s point of view that might already be a long way into the journey. The last thing which happens is that our actions are completed and we have done what we were supposed to do for the customer, not spotting that in many cases that is only one stage of a process which has no meaning to the customer until the wider process of which it was part has also been completed.

Duplicate link on gov.ukHere’s a simple example. A few days ago, I happened to notice that a link on the Foreign Office page on gov.uk appeared twice. No great harm done, but worth tidying up, so I reported it.  Within a couple of hours, I had a response telling me that ‘your request has been resolved’. Impressive. Except that they didn’t actually mean that at all, they meant ‘your request has been sent on to some other people to deal with, but we are marking it done as far as we are concerned’. ‘Resolved from the point of view of the gov.uk helpdesk’ turns out to mean something quite different from ‘resolved from the point of view of the service user’.

What that tells me is that the apparent unity of gov.uk still masks the underlying organisational fragmentation of government. No real surprise there. But it also tells me that second order services both matter and may unintentionally illuminate something about the gap between perceived and actual customer journeys – and about how much flapping is going on under the water.

This example is, of course, trivial – I wasn’t stopped from doing what I needed to do, the glitch has now been resolved, even if not quite as quickly as GDS suggested and it wouldn’t have particularly mattered if I had had no feedback about resolution in any case. There are clues that at some level, the problem is recognised.  I may well be reading too much into it, but the fact that they tell me the Deemed solvedproblem has been ‘deemed solved’ rather than just ‘solved’ suggests some understanding that closing an incident is not the same as resolving a problem. But these kinds of breakpoints are surprisingly common in my experience, and it’s worth reflecting on what that tells us.

It can be surprisingly easy to overlook that you are designing a service at all. It is all too easy to see how designing a helpdesk system could fall into the trap of focusing on how cases are managed and resolved within the organisation at the expense of focusing on the customer experience it delivers. Even with perfect awareness, keeping to the users’ needs is harder than it looks. It may be the first principle, but it competes with other demands. In the end, choices and trade offs have to be made, approximate and off the shelf may trump perfectly targeted and hand crafted.

More importantly for the long run, it shows in a small way that however apparently well integrated your front end, fragmented back ends will always get you in the end. If as service providers and service designers we allow ourselves to focus too much on the former at the expense of attention to the latter, the cracks will become more apparent and more real. As gov.uk increasingly embraces transactions as well as information, preserving the unity of the customer journey in a world where more than one provider is contributing to a service will become increasingly important.

Date() with destiny

Computers are dumb. Humans are smart. So it makes sense for computers to do as much of the smart part as possible and leave the humans to cope with what the computers can’t do.

Sometimes that is most obvious in little things, such as entering information in ways which any human could make immediate sense of, but which brings badly designed software to its knees. Enter a date, a credit card number, a post code. All simple things, all things which have been part of web forms since the dawn of internet time, and all of them badly done with remarkable frequency.

I had a rant about that several years ago (which opened with a rather smug passage about how I had avoided that particular trap on the one occasion on my life when I have had to put any of this into practice). As I observed then,

There are things humans are good at, and other things which computers are good at. Putting simple data elements into standard formats is, without a shadow of doubt, something for computers, not humans

In the four years since then, depressingly little has changed. Just yesterday, a site asked me for my credit card expiry date, with a lovely wide field to type into. “03/14″ I typed (or something on those lines) and carried on to make the payment. “Your payment card has been declined” was the stern warning in red at the top of the next screen. By which it turned out they meant that the card expiry field, though occupying half the width of the screen, was limited to four characters. So my entry had been truncated to “03/1″. It then stripped out the “/” and submitted “031″ to the card processor. What it had wanted – and the only thing it would accept – was “0314″. The most trivial of cleaning up would have got to that from what I gave them, and they clearly have the code to strip out “/”; it’s just not deployed in a way which gets the balance right between humans and computers. And if they weren’t up to doing that, just making the data entry field four characters wide would have given me enough of a clue.

So it’s worth celebrating the people and sites who take the trouble to get this right.

One of the many reasons why I like Matthew Somerville’s Train Times site, apart from being the best way I know of discovering where trains are supposed to be and where they actually are, is the simple elegance of the data entry – throw pretty much anything at the date field shown on the right, and it will cope.

Now, from another corner of mySociety, comes a brilliant post by Dave on why all this matters and how to understand the design problem which actually needs to be solved. It isn’t really about the near-infinite set of ways of referring to dates and times, it’s about recognising that some forms of complexity are best moved away from users (who get frustrated and irritated) to computers (which don’t). Doing that successfully entails thinking about what users want to do even (perhaps especially) when they have to do something as simple and obvious as typing in a date:

The general rule is: even for something as simple as this little web form, if it’s possible to create an interface that matches the way that a user thinks about the world, then it will be less confusing for them than one that does not. Usually this means the system has to be a bit more complicated to program, in order to convert what the user types to what the computer needs.

Once you start looking for them, there are lots of examples of small details displaying thought, wit and imagination (as well as occasional tweeness) – and a site dedicated to collecting and displaying them.

So let the last word go to Dave, from another of his posts:

If you want to build sites that people use, you should be as clever as a magician, and the secret to that is often keeping it simple — deceptively simple — on the outside.

It’s not just that we aren’t the users

We can never be a normal user of our own services.  We can temper that by being self-conscious in reflecting on our experiences as users of other people’s. But even that tacitly assumes that we are like normal users, other than in our expertise as providers of a particular service.

But that assumption may be badly wrong if in fact we are unlike typical users in ways which introduce the risk of systematic skews in our perceptions.  And it’s a safe starting point to assert that if you are reading this, you are sufficiently abnormal that you should worry about that distortion (and if follows that I am so much more abnormal for writing it that I am almost certainly beyond hope).

The first step is to recognise that you can only have a personal appreciaton of the usability of a service by using the service.

I spent a great day on Friday visiting a local authority and talking about ways in which local and central government could work more closely together around service delivery, particularly for people we know will have to deal with both (or several) of us. They took me round their one stop shop, and showed me their plans for a newer and shinier one. It was truly impressive stuff. But there was a small voice in my head reminding me of my own experience a few weeks ago at a one stop shop as a resident in my own local authority which, as I reflected then, wasn’t bad, but wasn’t great either. It’s not that the voice was telling me it might not be as good as it looked. It was telling me that I would never be able to tell by looking.

In the early days of the web, the DTI (I am pretty sure it was) won an award for having the best government website. I understood why: it has a level of visual and structural clarity which was well ahead of the standard of the competition. Asked which government site deserved the prize, I would have awarded it to them too. Looked at without any specific purpose in mind, it was superb. But as I discovered when I had to look for something I knew was in there somewhere, it was much less good at meeting actual needs.

Even those who might be supposed to have an experience sufficiently close to the end user to have a reliable understanding of their experience can’t be assumed actually to do so. I wrote a few months ago about the difference between bus drivers and bus conductors which is one illustration of that point, but there are many more to be found wherever you look for them.

The second step is to recognise that whatever your experience as a user, you should not assume that your reactions are normal.

Designers and builders of services tend to assume that we are just like the people who will use those services, except that we have some specialist inside knowledge which gives us a slightly altered perspective. Having acknowledged that, we may – we should – go on to recognise that there are needs some users of the service may have which we don’t share. So we will think about accessibility and plainness of English (to say nothing of plainness of Welsh). But still we are tacitly assuming that while people may be at different points along a spectrum, there is only one spectrum.

I was helped to recognise the danger of that assumption a few years ago by hearing an account of a small qualitative research study into channel preferences, particularly the relative attractiveness of doing things online and by phone. It turned out that what everybody wanted was to be sure that the information they had provided had been correctly recorded and confident that action would be taken as a result. No surprise in that, that’s pretty much what I want too. For me, the conclusion is obvious: given that objective, an online transaction is clearly to be preferred.  I can be completely clear about what data is being captured, avoid having to say, ‘no, that’s B for Bertie’ in increasingly exasperated tones and can be pretty sure that whatever system the organisation concerned has for doing whatever needs to be done next, it knows it has that thing to do. But for a lot of people, it turned out, the answer is equally obvious, and is precisely the opposite. Talking to a person gives you the confidence that the organisation has asked the questions it needs to ask, and as a result knows what it needs to know. Critically, it is felt to mean that responsibility for accuracy and completeness has been accepted by the organisation, whereas self-service data entry leaves an unwanted sense of responsibility somehow sticking to the user. And a human having accepted that the transaction is complete is more reassuring than any form of electronic confirmation.

Bruce Tognazzini has just published an essay on the apparently esoteric topic of whether the navigation of an iphone contacts list is better done by scrolling or searching. If that’s an important issue for you, it’s worth reading.  If it isn’t (as it isn’t for me, since I don’t have an iphone), it’s worth reading anyway, as the core of his argument is much more general. It is in essence that some patterns of thinking are over-represented among those who design and build services, with a real risk that services so designed are optimised for people who think like them, not for a potentially much larger group whose mental model and heuristic preferences may be very different.

For all our bluster about how special we in high tech are, we really tend to think of ourselves as average—average intelligence, average likes and dislikes, average knowledge. We are none of the above. In fact, only one person in the entire world is average, and we don’t know who that person is.

Engineers (including programmers), he argues- are typically much more logical, much more abstract and better at rote memory than the rest of us. Unconstrained, that can have interesting results. Tognazzini takes as an example Steve Wozniak, one of the brains behind the Apple II:

[He] later developed the CL 9, the first programmable universal remote control. It featured the keys 0 through F, labelled with the standard Hexadecimal notation so familiar to everyone born with 16 fingers. It enabled you to capture and command 256 different codes spread across 16 invisible “pages.” You just had to memorize the page and position of all 256 of those codes and you could control everything! Woz and about three other people were able to make excellent use of the resulting product. Engineering, even genius engineering (and Woz was and is second to none), must be balanced with equally talented design.

So we need designers too. But that (shades of Officer Krupke) isn’t the whole answer either:

Graphic designers, left unchecked and unschooled, are likely to aim for maximum visual simplicity at the expense of both learnability and usability. Such interfaces require users to discover new capabilities by clicking around and seeing what happens. Users don’t do that. In the most extreme cases, functionality desperately needed by the majority of users may actually be removed from products in the effort to generate visual simplicity.

So it turns out that we also needs human-computer interface (HCI) experts, of which, of course, Tognazzini happens to be one.

The three professions, working together, with a healthy tension among them, produce good software and good products. That balance of power is critical to success.

But even that, of course, is not enough: we still haven’t got to the people who will actually use this service yet. So it doesn’t really matter whether you agree that a constructive tension between the three disciplines Tognazzini discusses is the optimal approach, the question is still whether the people who end up designing and building services are systematically dissimilar to the people who end up using them.

That’s not an argument that those professional disciplines are wrong or irrelevant: on the contrary, they are essential. Nor is it an argument about superiority: this is not a demand to dissolve the people and elect another. It is instead a recognition of the need to correct for skewed representation of different mental models. It is an argument that what seems most obvious may be most dangerous, because it may not be at all obvious to others.

So it’s not just that we aren’t the users, but that we may be too unlike them to understand the gap.

Small footnote:  I know that ‘user’ is a controversial and imperfect word, but in the context of what is being discussed here it isn’t easy to find another one. I have argued elsewhere that ‘customer’ is generally the least worst word, but then and now I am not persuaded that it is a particularly productive debate.

Cleaning up the user interface

My dishwasher has a bit of whatever the white goods equivalent is of bling. It has a display panel on the front conveying mostly irrelevant information fairly inefficiently. I assume it is intended to communicate whizzy modernity; it certainly doesn’t communicate much useful information.  It cycles through three screens in, only one of which tells me when it will finish, which is the only thing I want to know. But the screen is there, glowing with potential.

The actual controls are tucked away inside the door. They are simple enough and include another display, but one which is much more limited, able to show three crude characters.  At the moment it is showing ‘E-24′. This is clearly not good, since the dishwasher has stopped mid-cycle with a puddle of dirty water at the bottom  But in what way it is not good, I am none the wiser.

Meanwhile, the big screen at the front is showing precisely nothing. It could so easily give me an E-24 related message: the first level translation when I found it took four words, the second level explanation of what to do about it took 75 more to give far more detail than I actually needed. Either would be well within the capabilities of the screen, neither is attempted.

No doubt the deep significance of E-24 is explained in the manual, but that’s just an assumption, since the manual is not there to check. So the obvious answer is to google for a solution. I know the manufacturer, I know the error, but it occurs to me that the model number might be relevant too. There is a helpful sticker giving me a phone number to ring, but no sign of a model number (and what’s the betting on the first question they would ask me if I were to ring the number?).  Too bad, time is running short, I am supposed to be somewhere else. And google comes through without it: a simple tweak, turn  off, turn on, off it happily goes.

The point of all this is the balance between the normal and the abnormal.  Someone has put a lot of thought into the information this machine gives out when it is in a normal state. That’s the state it is in almost all the time, so at first sight, that’s a sensible thing to do. I don’t know how often across the universe of dishwashers E-24 comes up, maybe it’s just once in a month of Sundays. But precisely because it is rare and unexpected, that’s when I need help undertstanding what it means and what I should do.

It’s terribly easy in designing any service to put disproportionate weight on the core process which lead to successful outcomes. Newly fashionable approaches, such as agile, can be understood as encouraging that, with an emphasis on delivering highest value first. The catch, of course, is that value is not necessarily the same as volume, but the two can easily be elided.

Of course it’s right to make sure that the core experience works well: it’s necessary, but it’s not sufficient. Developing the first, second and nth level support processes always seem to lag behind the process which might need supporting, rather than being seen as an intrinsic part of them. So edge conditions can be overlooked, but more subtly to the extent they are developed, they more easily fall into a more technocratic or expert user approach.

In this respect, dishwashers are like staircases:

When specialised users are in a position to specify a service to meet their needs, that is what they will do, even if they are a small minority of the overall user base.

I am sure that dishwasher repair people the length and breadth of the country can recite error codes in their sleep: E-24 is all they need to know. But they are a tiny minority of the people affected. Or as Brian Hoadley has put it in a recent blog post:

No Virginia… you are NOT the user. The user is the user. Someday, you may have the opportunity to be a user on a project – where you are not doing the design. But until that day, please, everyone involved in projects, work harder to get to know who your users are, and please, do involve them in the process. It can be really quite rewarding!

The screen on the front of my dishwasher remained resolutely blank. But if you too need help with E-24, the answer is out there.

User interface for a staircase

You are walking down the stairs in an office building. At each level, there is a sign on the door to tell you where you are. Quick, which floor are you on?

staircase door

The fact that I asked the question probably made you look more closely than you would otherwise have done, so spotting that the right answer is 3, not 5. But all the visual emphasis is on the 5 – from more than a couple of feet away, that’s all that really registers.

Knowing which staircase is which clearly matters to some people for some purposes – being able to specify where a light bulb needs fixing, for example.  For almost all people for almost all purposes, it does not matter at all.  The only piece of information which matters is the floor number – and that matters a lot.

It is hard to think of a simpler example than this one of how a user interface could be improved.  But the real lesson is perhaps not that it would be better to make the 3 big and the 5 tiny or non-existent on that sign – though undoubtedly it would be – but that there is something about the process which led to the wrong answer having been reached in the first place.

My guess about this one (and it is only a guess) is that users were involved in the decisions about the signs, but that they were the wrong users.  By unhappy coincidence, the people responsible for putting signs on staircases are precisely the people for whom the non-standard use of the sign matters most, because they are also the people who fix the light bulbs.  They have, it appears, treated themselves as typical customers.

I have seen the same mistake made at much greater expense and with much more serious consequences in much bigger and more complicated systems than this. When specialised users are in a position to specify a service to meet their needs, that is what they will do, even if they are a small minority of the overall user base.

We may be users of the services we design.  But we are not the users we should be designing for.

User centred design and a nice cup of tea

Sitting in a meeting on user interface design, which might or might not have tipped over into being about user centred design, but seemed at little risk of drifting into user experience design, my mind began to wander.

Unaccountably, a passage from the Hitch Hiker’s Guide to the Galaxy drifted to the front of my mind:

He had found a Nutri-Matic machine which had provided him with a plastic cup filled with a liquid that was almost, but not quite, entirely unlike tea. The way it functioned was very interesting. When the Drink button was pressed it made an instant but highly detailed examination of the subject’s taste buds, a spectroscopic analysis of the subject’s metabolism and then sent tiny experimental signals down the neural pathways to the taste centres of the subject’s brain to see what was likely to go down well. However, no one knew quite why it did this because it invariably delivered a cupful of liquid that was almost, but not quite, entirely unlike tea. The Nutri-Matic was designed and manufactured by the Sirius Cybernetics Corporation whose complaints department now covers all the major land masses of the first three planets in the Sirius Tau Star system.

Sometimes, doing service design in the public sector (only in the public sector?) feels a bit like that. There has been a huge step forward, not just in recognising the principle that designing for and with customers is the right approach, but in making serious attempts to do it.

We have dug deep into their neural pathways. We have documented their attitudes and expectations. We know what they like and what they don’t. We know what they think they are trying to achieve.

And then we serve up a liquid which is almost, but not quite, entirely unlike tea.

So not only do we fail to provide tea when tea is wanted, we also keep providing the same thing to everyone despite having some understanding of individual needs and expectations.

I am confidently looking forward to my trip to Sirius Tau to take up my new position in the nether regions of the complaints department.

Interacting with interaction design

Interaction design is largely about the meaning that people assign to things and events, and how people try to express meanings. So to learn from any tool, interactive or not, go watch people using it. You’ll hear them talk to the tool. You’ll see them assign all sorts of surprising interpretations to shapes, colors, positioning, dings, dents and behaviors. You’ll see them fall in love with a thing as it becomes elegantly worn. You’ll see them come to hate a thing and choose to ignore it, sell it, or even smash it. And I guarantee you won’t have to do much of this before you encounter someone who makes a mental mapping you would never dream possible. And you’ll learn from that.

Marc Rettig, quoted in Designing for Interaction: Creating Smart Applications and Clever Devices by Dan Saffer, chapter 1

Earlier this evening, I asked a question:

Do interaction designers see what they do as a superset or a subset of HCI? Or is that the wrong question?
@pubstrat
Stefan Czerniawski

It was prompted by reading the paragraph above and by reflecting that in my very limited dabblings in the literature, I am still finding it hard to find people who don’t slide immediately from interaction or service design to an assumption that we are solely or primarily in an online world. That rather splendid paragraph appears to make no such assumptio, but I suspect that will not prove to be the case for the book as a whole.

Metatextual interaction design note: In the old days when you wanted to quote a paragraph from a book, you put the book down and wrote or typed out the paragraph. In these new modern times, you read the book on kindle and… have to write or type out the paragraph. Such is progress.

Complaints choirs – the album

This is a great day for everybody who has been on tenterhooks for the last four years after watching the Helsinki Complaints Choir in action. I have just discovered that a dvd plus no fewer than three cds of complaints choirs from around the world is about to be released.

For those too eager to wait or who may be overwhelmed by the sheer quantity of material, you can already get volume 1 from emusic or spotify, and all the audio tracks from Amazon with songs and choirs from Wrocław to Wolfenbüttel, via Juneau and Tokyo.

If you know a service designer, a customer insight expert or a complaints handler, your christmas present problems are solved. For your musician friends, though, you may want to look elsewhere.

And if you are a service provider, think about the gift of feedback and how it can be better built into your service. Maybe next year we should look out for Patient Opinion karaoke…

The love of money

The next sentence is the most uninspiring opening line you will ever read – which is why I have put this one in front of it.

This morning on my way to work I got some money out of a cash machine.

I have no idea how many times I have done that before – a couple of thousand on roughest of rough guesses.  This time was just like all those other times. With almost perfect consistency, I use cash machines to get cash.  The same amount.  And no, I don’t want a receipt, thank you.

So why, if my answers are always the same, do I always get asked the same questions? A small frustrated tweet went out to the world:

Life would be better if the first question cash machines asked after checking PIN was “The usual?”

The unexpected response, from Ruth Kennedy (who in turn had got it from Amanda Gore) was the extraordinary news that such a cash machine might exist, with a link to a fantastic design project by Ideo for a Spanish bank, BBVA, where

The question was not how to further automate the teller, but rather how to humanize the machine…

It’s what happens when you build an ATM from user up rather than components down.

Watch the video on the project site for an explanation of what’s different, though in one sense the answer is much less interesting than the way of exploring the question. For a public strategist, I think there are two important points to think about.

The first is that even services which are mundane to the point of invisibility can be radically improved, if only assumptions about how it has always been done before are jettisoned and if there is a relentless focus on helping customers get done the things they want to get done. It also requires – though this is less immediately obvious from the BBVA case study – a willingness to change things deep in the structure as well as in what is commonly understood to be the user interface. The problem with today’s cash machines is not just that they haven’t been designed to ask me whether I want the same service as last time; it is also that they and the network of which they are nodes are not designed to remember what that service was in the first place.

The second may appear to contradict the first. It is that change can be disconcerting to customers even if it is a change which quickly becomes second nature. I wrote earlier this year about the fact that however obvious self-service supermarkets and station ticket barriers may appear to us now, there was a time when they were new and disconcerting. So it is as important to understand the obstacles and inhibitors from a customer’s perspective as it is to understand the improvements they seek and will value.

We have no shortage of user interfaces where the underlying design has changed as little for as long as the basic cash machine, where quite literally we ask the question we have always asked and where the opportunities should be so much greater than for a cash machine because the underlying service the process supports is so much more complicated.

And if this is how they do business, I might just want to move my account to BBVA.

How low is the common denominator?

It’s been a while since I linked to one of Jessica Hagy’s Indexed cards, which neatly capture connections contrasts and overlaps.  This one sets a question for service designers, and perhaps especially public service designers.   Do brilliant ideas have to have polarised responses, or can they be brilliant and inclusive?

If we can do brilliant and unitary, that would be great – and the thought parallels the change in philosophy in web design in recent years away from having an ‘accessible’ site in parallel with the proper site (often more limited and less up to date) and towards designing sites simply to be accessible in the first place.

But there are few – if any – areas where with meaningful choices, everybody chooses the same.  That’s why almost all restaurants offer a choice of food, and even the few which don’t operate in a world with a choice of restaurants.  It’s why, to bring this a little closer to home, the Met Office and the BBC present the weather very differently, though the forecasts and the data used to present them are the same.

In government, though, there is a tendency to uniformity.  We like our single portal approach, even if there are three of them.  And if the eggs are many and the baskets are few, experimentation and innovation are unattractively high risk (honourable exceptions notwithstanding).  That’s not good.  But worse still, this is happening in a world where failure is still not readily tolerated, let alone embraced.  I was talking yersterday to a government CIO who said that one of the key differences between his public and private sector experiences was that in the private sector projects were stopped much more rapidly and much more decisvely once it was apparent that they were not delivering, a thought echoed by Ian Watmore in his valedictory PAC hearing:

An innovative organisation tries a lot of things and sometimes things do not work. I think one of the valid criticisms in the past has been that when things have not worked government has carried on trying to make them work well beyond the point at which they should have been stopped.We are getting better at doing that. (Q4)

But even if we get past that problem, we are still in a world of single solutions, which bring with them overwhelming pressure to design for everybody, and so for nobody.  Open data may be one effective route for applied subversion, but valuable and important though that is, it doesn’t address the question of whether government can create passionate users, it circumvents it.  Can monocultural innovation generate passionate responses?  And if it can’t, or can only do so fortuitously and rarely, how do we get to the top right of the index card?