We all know that designers spent a lot of time in mundane, non-design tasks. But how much time? What is DesignOps and ResearchOps and how can these disciplines help your team and designers to work smarter and better? What are the bottlenecks and inefficiencies that are compromising your design teams' ability to deliver excellence? This presentation is a story about inefficiencies and how understanding and analysing problems can have an impact on design teams, design leaders, and the business. This is the story of how designops looked at the research participants' recruitment problem across seven globally distributed teams and turned a problem into an opportunity, creating both spending and operational efficiencies. In one year DesignOps generated 60% in cost savings and saved 430+ working days to the teams while increasing the number of user testing and research participants by 4 times. Because this is what DesignOps does: create spending and operational efficiencies.

1. Making UX Research Happen
The impact of a user centred DesignOps approach
Patrizia Bertini, International DesignOps Lead @ Intuit
October 1st and 2nd 2020

2. Me in a sentence:
Keep Experimenting!
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3. Intuit
One of the oldest
fintech
companies
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4. Let’s start from the
basics…
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5. What is
DesignOps?
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6. Design is not just
what it looks like
and feels like.
Design is how it
works.
Steve Jobs
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7. Operations
transform
resource or data inputs
into desired goods, services, or
results,
and create and deliver value
to the customers.
[Source: BusinessDictionary]
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8. To transform:
from Latin transformare
change in shape,
metamorphose
from trans "across, beyond"
+ formare "to form"
The action
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9. Value:
from Latin valere
be strong, be well; be of
value, be worth
Result:
action of springing back,
outcome, effect
The goals
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10. Intuit Confidential and Proprietary10
The Beneficiary (or the Customers)
DesignOps’ serves three key
actors within the organisation:
The Business
The design lead
The design team
Every and each DesignOps
action is a balancing act to
deliver value one or multiple
stakeholders.
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11. Intuit Confidential and Proprietary11
What is DesignOps’ unit of reference?
DesignOps’s basic
focus is the Team.
It’s not about the
single individual,
it’s about the team as
a unit of potential
and opportunities.
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12. DesignOps’ goal is to
generate quantifiable
value to the business, the
design leaders, and the
design teams through
the transformation and
optimisation of E2E
design processes.
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13. The context
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14. My teamS:
7 globally distributed
teams, 4 languages,
3 levels of team and
product maturity,
same sense of
urgency
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15. We know designers
spend time doing
non-design tasks.
But do you know
how much time is
your team spending
in mundane tasks?
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16. It’s DesignOps’ task to
identify inefficiencies
and define strategies
to empower
designers
to do…
Design.
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17. Wouldn’t it be
awesome if
user testing, validation,
user research would
just happen?
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18. What is happening
today?
How does the current
Designer journey look
like?
What are the
inefficiencies and
opportunities in today’s
designers’ experience?
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19. And the problems become visible…
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20. User testing was time
consuming,
expensive,
painful.
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21. Designers’ job was tough:
• All designers were
struggling to find and
engage participants for
testing and research
purposes
• There were no clear and
consistent E2E processes
• Each iteration and testing
session caused designers to
work long hours
Designers were working hard, but not smart
The E2E process was basically… Non existent.
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22. Get your data!
Without data, you're just
another person with an
opinion.
W. E. Deming
Note to self #1
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23. 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.
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24. Designers reacted to the pain
by looking for risky shortcuts
such as:
• Limit/reduce the number or
frequency of testing sessions
• Adopt risky non-GDPR
compliant workflows
• Iterate poor practices, i.e. re-
using the same sample users
over and over
Inefficiencies drive wrong behaviours
To avoid facing pain points, designers increased the risk factor
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25. The ambition
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26. What is the single
most important
aspect you want to
transform?
What is the impact and what are the metrics?
Once you have the data and the picture of what is happening, what do you want to change?
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27. Set the goals:
• Save designers’ time to
• increase design quality
• Improve designers’ work/life
balance
• Increase number + frequency
of user sessions
• Reduce lead time
• Increase the quality of
participants
• Reduce recruitment costs
What is the value you want to deliver?
What are the benefits of your transformation?
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28. In May 2019 I was
feeling ambitious
and wanted to
focus on the
process to save
±25% time of
designers’ time.
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29. 12 months later the
value generated
by a designOps
intervention is far
beyond the
expectations
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30. What happened to
produce those results?
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31. Focus on the problem setting
If I had an hour to solve a
problem I'd spend 55 minutes
thinking about the problem and 5
minutes thinking about solutions.
A. Einstein
Note to self #2
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32. How were we doing?
Balancing risks with inefficiencies
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Lead time Costs
Screening
accuracy
GDPR
compliance
Reliability of
sample
Recruitment
agency
FOAF
Recruitment
Apps
Internal lists

33. A dedicated service capable of:
• Providing any type of users:
• Existing customers
• Prospects
• Past customers (Churn)
• Ensure a GDPR compliant process
• Reduce designers’ recruitment effort
by 100%
• Reduce recruitment costs
• Decrease lead time
• Increase screening accuracy
• Increase reliability and show up
rates
What if we had … users on tap?
If we had a magic wand, what would the requirements be?
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34. If we implement an ideal solution,
we’ll:
• save up to 25% of time of the
designers to increase design
quality and work/life balance
• Recruitment as a Service will serve
all BU beyond design increasing
customer obsession
• Recruitment as a service will
increase the number of tests and
experiments
• Recruitment as a service will
increase the number of participants
Hypothesis: what success looks like!
Impact is not storytelling, is a data-informed narrative
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35. Explore the unknown
I suppose it is tempting, if
the only tool you have is a
hammer, to treat everything
as if it were a nail.
A. Maslow
Note to self #3
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36. Re-thinked and
delivered an
E2E research
recruitment
service in 7
markets.
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37. A dedicated service capable of:
• Providing any type of users:
• Existing customers
• Prospects
• Past customers (Churn)
• Ensure a GDPR compliant process
• Reduce designers’ recruitment effort
by 100%
• Reduce recruitment costs
• Decrease lead time
• Increase screening accuracy
• Increase reliability and show up
rates
Recruitment as an internal self-managed service
From being a time consuming task to a service for the whole organisation
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38. Always apply system thinking
A change in a part leads to
changes to the whole
because the system adapts
and moves the pain to
another level.
Note to self #4
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39. Questions?
You can tweet me @Legoviews
or email
patrizia_bertini@intuit.com
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