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Patrizia Bertini
International DesignOps Lead @ Intuit
Patrizia_Bertini@intuit.com
DesignOps + KPIs =
Measure your impact
1
Me in a sentence:
Keep Experimenting!
2
Intuit
One of the oldest
fintech companies
3
Have you ever asked
yourself one question:
4
What is your Impact?
What is your
DesignOps’ footprint?
5
Let’s do a step back…
6
What is
DesignOps?
7
Operations
transform
resource or data inputs
into desired goods, services, or
results,
and create and deliver value
to the customers.
[Source: BusinessDictionary]
8
Who is getting the
benefits and the
value generated by
DesignOps’
transformations?
9
Intuit Confidential and Proprietary
Who are DesignOps’ customers?
The Business
The Design Lead The Design Team
10
What does
Value mean?
Is
value = worth?
11
Value is "how much"
people perceive
something’s worth.
Because Value is a Quality.
12
The Quality which creates the
world emerges as a
relationship between man
and his experience.
He is a participant in the
creation of all things.
The measure of all things…
Robert Pirsig
The zen and art of motorcycle maintenance
13
Value is not
universal:
it depends on the
context.
14
The circumstantial variables
influence sense-making and
influence strategies, priorities,
and actions.
These circumstantial variables
determine what is Valuable for
each business, each design
leader, and every design team.
What is the context?
Context is what determines priorities and strategies
The Ebbinghaus illusion
15
If value is
relational,
if the context
determines the
priorities…
What can we
measure?
16
Efficiency is
measurable.
Efficiency identifies a peak
level of performance
Perfomance =
Input - Output
17
Intuit Confidential and Proprietary
What are DesignOps’ efficiency dimensions?
Time
Cost / Resources Quality / Scope
18
We focus on a value
and we define the
real and ideal worth.
19
How do we
measure
efficiencies?
KPIs are used to evaluate
performances against
strategic objectives.
DesignOps’ uses KPIs to
quantify efficiencies and the
impact created through the
transformation of processes
that generate value.
20
Assessing DesignOps’
impact
21
Know your strategic goals
If you don't know where you
are going, any road will get
you there.
L. Carroll
Step# 1
`
22
Know and define
your customers
Who in the organisation is having
the biggest pain?
Who is mostly affected by
inefficiencies?
Step# 2
`
23
The Business
The Design Lead The Design Team
Define the dimensions
that matter
What aspects can you
improve to affect
efficiencies and improve
performance?
Step# 3
`
24
Quality / Scope
Time
Cost / Resources
The 2 triangles form
a system:
a change to a part
causes the system
to change.
25
For each customer there
are three possible areas
of intervention and focus
to increase efficiencies
and performance.
Step #4
`
26
This creates a complex
system made of
relationships that are
context based and value
driven.
Step #5
`
27
…and it ends into a
complex system.
Step #6
`
28
…once the strategic priorities
determine the overarching
goals, is designOps’ role to
identify the starting point
and the customers to target.
`
29
In a relational system all
values are in a mutually
influencing relationship:
By focusing on one
dimension, other efficiencies
are being influenced.
`
30
And by creating more value and
efficiencies, more customers are
being impacted…
`
31
…Over and over…
`
32
And this systemic
changes creates a
footprint that defines
DesignOps’
efficiencies.
And this footprint is
unique to every
organisation.
`
33
KPIs in the making.
A practical example
34
Designers’ job was tough:
• Each iteration and testing
session caused designers to
work long hours
• User testing was painful
• All designers were struggling to
find and engage participants for
testing and research purposes
• There were no clear and
consistent E2E processes
• Designers felt they had too
much work
The Context: Designers were working hard, but not smart
The E2E process was basically… Non existent.
35
But what was the real
problem causing the
pains there?
Designers were doing non-design work.
36
Identify and quantify
your problems
Without data, you're just
another person with an
opinion.
W. E. Deming
Quantify and measure inefficiencies
`
37
The E2E recruiting
process to get 5/6
users costed ±2.5
days of Designer time.
Every month a scrum team run
2x rapid prototyping testing
sessions, a designer had to
work an extra week to do
their designer job and to
recruit participants.
38
`
39
How are design teams affected?
What are the biggest
inefficiencies that they face?
The situation:
- Designers are spending time in non-design task
- They work long hours
- They have not enough time for analysis &
synthesis
- They focus on wrong priorities
- They are frustrated
Start with the problem and the Who.
A hypothesis driven
system thinking
approach
is key to find the
patterns for change
that will determine the
DesignOps’ footprint
and the impact.
40
The hypothesis in
May 2019 looked
like this
Increase Quantity
& Quality of user
research,
decreasing lead
time
nference 2020
41
`
42
What are the inefficiencies
that we need to transform?
Hypothesis define the
direction and the value that
would trigger the broader
footprint.
`
43
An impact on time will also
produce an impact on quality.
`
44
And quality of output causes
impacts Design Leaders and
the business.
Because it’s a system.
Hypothesis:
if we save designers’ time, the increased
efficiencies for the Design Leader are:
- Increased design quality
- Reduced delivery time
- Reduced team churn
- Improved product experience
- Increased speed to innovation
Hypothesis:
if we save designers’ time and impact
quality, the increased performances for the
Business are:
- Increased customer retention
- Increased acquisition
- Increased customer satisfaction
- Reduced hiring costs
- Reduced GTM times
The results 12
months later
proved impact not
only on time, but
on resources
(spending
efficiencies), and
quality overall.
45
Focusing on snapshots of
isolated parts of the system
will not lead to a solution
because it will overlook the
context and the relationship
between the parts and how
they influence each other.
`
46
`
47
A linear approach limits
DesignOps ability to
deliver systematic and
systemic efficiencies
across the
organisation.
Bringing in efficiencies to
solve the biggest pain
leads to a spiralling of
efficiencies and
opportunities that touch
all parts of the system and
scale up DesignOps’
impact.
48
Final thoughts
49
Understanding what are the right
KPIs for your teams and your
organisation is a systemic process,
unique to every teams and
organisation.
KPIs depend on the deep
relationships between the
customers and the efficiencies that
affect performances at all levels.
Hypothesis driven approaches
create and shape the DesignOps’
footprint and are key to define the
action plan.
50
Questions?
You can tweet me @Legoviews
or email patrizia_bertini@intuit.com
51

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Measuring DesignOps impact through KPIs

  • 1. Patrizia Bertini International DesignOps Lead @ Intuit Patrizia_Bertini@intuit.com DesignOps + KPIs = Measure your impact 1
  • 2. Me in a sentence: Keep Experimenting! 2
  • 3. Intuit One of the oldest fintech companies 3
  • 4. Have you ever asked yourself one question: 4
  • 5. What is your Impact? What is your DesignOps’ footprint? 5
  • 6. Let’s do a step back… 6
  • 8. Operations transform resource or data inputs into desired goods, services, or results, and create and deliver value to the customers. [Source: BusinessDictionary] 8
  • 9. Who is getting the benefits and the value generated by DesignOps’ transformations? 9
  • 10. Intuit Confidential and Proprietary Who are DesignOps’ customers? The Business The Design Lead The Design Team 10
  • 12. Value is "how much" people perceive something’s worth. Because Value is a Quality. 12
  • 13. The Quality which creates the world emerges as a relationship between man and his experience. He is a participant in the creation of all things. The measure of all things… Robert Pirsig The zen and art of motorcycle maintenance 13
  • 14. Value is not universal: it depends on the context. 14
  • 15. The circumstantial variables influence sense-making and influence strategies, priorities, and actions. These circumstantial variables determine what is Valuable for each business, each design leader, and every design team. What is the context? Context is what determines priorities and strategies The Ebbinghaus illusion 15
  • 16. If value is relational, if the context determines the priorities… What can we measure? 16
  • 17. Efficiency is measurable. Efficiency identifies a peak level of performance Perfomance = Input - Output 17
  • 18. Intuit Confidential and Proprietary What are DesignOps’ efficiency dimensions? Time Cost / Resources Quality / Scope 18
  • 19. We focus on a value and we define the real and ideal worth. 19 How do we measure efficiencies?
  • 20. KPIs are used to evaluate performances against strategic objectives. DesignOps’ uses KPIs to quantify efficiencies and the impact created through the transformation of processes that generate value. 20
  • 22. Know your strategic goals If you don't know where you are going, any road will get you there. L. Carroll Step# 1 ` 22
  • 23. Know and define your customers Who in the organisation is having the biggest pain? Who is mostly affected by inefficiencies? Step# 2 ` 23 The Business The Design Lead The Design Team
  • 24. Define the dimensions that matter What aspects can you improve to affect efficiencies and improve performance? Step# 3 ` 24 Quality / Scope Time Cost / Resources
  • 25. The 2 triangles form a system: a change to a part causes the system to change. 25
  • 26. For each customer there are three possible areas of intervention and focus to increase efficiencies and performance. Step #4 ` 26
  • 27. This creates a complex system made of relationships that are context based and value driven. Step #5 ` 27
  • 28. …and it ends into a complex system. Step #6 ` 28
  • 29. …once the strategic priorities determine the overarching goals, is designOps’ role to identify the starting point and the customers to target. ` 29
  • 30. In a relational system all values are in a mutually influencing relationship: By focusing on one dimension, other efficiencies are being influenced. ` 30
  • 31. And by creating more value and efficiencies, more customers are being impacted… ` 31
  • 33. And this systemic changes creates a footprint that defines DesignOps’ efficiencies. And this footprint is unique to every organisation. ` 33
  • 34. KPIs in the making. A practical example 34
  • 35. Designers’ job was tough: • Each iteration and testing session caused designers to work long hours • User testing was painful • All designers were struggling to find and engage participants for testing and research purposes • There were no clear and consistent E2E processes • Designers felt they had too much work The Context: Designers were working hard, but not smart The E2E process was basically… Non existent. 35
  • 36. But what was the real problem causing the pains there? Designers were doing non-design work. 36
  • 37. Identify and quantify your problems Without data, you're just another person with an opinion. W. E. Deming Quantify and measure inefficiencies ` 37
  • 38. The E2E recruiting process to get 5/6 users costed ±2.5 days of Designer time. Every month a scrum team run 2x rapid prototyping testing sessions, a designer had to work an extra week to do their designer job and to recruit participants. 38
  • 39. ` 39 How are design teams affected? What are the biggest inefficiencies that they face? The situation: - Designers are spending time in non-design task - They work long hours - They have not enough time for analysis & synthesis - They focus on wrong priorities - They are frustrated Start with the problem and the Who.
  • 40. A hypothesis driven system thinking approach is key to find the patterns for change that will determine the DesignOps’ footprint and the impact. 40
  • 41. The hypothesis in May 2019 looked like this Increase Quantity & Quality of user research, decreasing lead time nference 2020 41
  • 42. ` 42 What are the inefficiencies that we need to transform? Hypothesis define the direction and the value that would trigger the broader footprint.
  • 43. ` 43 An impact on time will also produce an impact on quality.
  • 44. ` 44 And quality of output causes impacts Design Leaders and the business. Because it’s a system. Hypothesis: if we save designers’ time, the increased efficiencies for the Design Leader are: - Increased design quality - Reduced delivery time - Reduced team churn - Improved product experience - Increased speed to innovation Hypothesis: if we save designers’ time and impact quality, the increased performances for the Business are: - Increased customer retention - Increased acquisition - Increased customer satisfaction - Reduced hiring costs - Reduced GTM times
  • 45. The results 12 months later proved impact not only on time, but on resources (spending efficiencies), and quality overall. 45
  • 46. Focusing on snapshots of isolated parts of the system will not lead to a solution because it will overlook the context and the relationship between the parts and how they influence each other. ` 46
  • 47. ` 47 A linear approach limits DesignOps ability to deliver systematic and systemic efficiencies across the organisation.
  • 48. Bringing in efficiencies to solve the biggest pain leads to a spiralling of efficiencies and opportunities that touch all parts of the system and scale up DesignOps’ impact. 48
  • 50. Understanding what are the right KPIs for your teams and your organisation is a systemic process, unique to every teams and organisation. KPIs depend on the deep relationships between the customers and the efficiencies that affect performances at all levels. Hypothesis driven approaches create and shape the DesignOps’ footprint and are key to define the action plan. 50
  • 51. Questions? You can tweet me @Legoviews or email patrizia_bertini@intuit.com 51