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Climate action for SMBs

Leveraging data to help SMBs reach net zero.

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Case study
Case Studies
Strategic Futures
Breakthrough Products
Climate
Financial Services

For more than 40 years, Sage has helped businesses of all sizes navigate complex business environments. While many of its larger customers have the means and the structure to support climate initiatives, many of its smaller customers do not.

Sage wanted to help its SMB customers get ahead of future climate regulations and meet consumer expectations. And building carbon-footprint evaluation and mitigation tools would also dovetail nicely with Sage’s own climate aspirations: cutting its own emissions in half by 2030. Together, Sage and IDEO investigated how the company could leverage the data in its platform to calculate its customers’ emissions, both direct and indirect, and how that information could spur action as they aim to hit net zero.

To get started, the design team went deep with customers running all kinds of businesses—from a taxi company to a champagne bar to a falconry center. Business owners shared that their focus often has to be on the day-to-day, a series of small decisions that, when added together, lead to business success. For many, tackling a problem as complex as climate change felt overwhelming. IDEO and Sage synthesized those insights and began working across verticals and products, bringing together experts from marketing, technology, sustainability, and operations to build out new concepts. With the help of two carbon accountants, the team worked to figure out how existing data could inform customers about both their direct and indirect emissions, which can be harder to track. Given how tight SMBs’ margins are, they focused on how that knowledge could fuel emissions-cutting changes that also save money, giving businesses extra incentive to take action. Together, the team created a roadmap of customer outcomes and experience guidelines to help shape future products.

Sage has taken that work forward, launching Sage Earth, a platform that aims to help businesses measure, manage, and mitigate emissions—even across supply chains. With carbon accounting now built directly into all Sage Accounting and Sage for Accountants products in the UK, Sage has made climate action practical and accessible for millions of SMBs. By automating emissions measurement and reporting, Sage Earth removes barriers of cost and complexity, empowering business owners and their accountants to stay competitive in supply chains where up to 95 percent of emissions occur. 

From co-developing the UK Voluntary SME Carbon Reporting Standard to launching a Carbon Accounting API, which gives banks, fintechs, and other platforms access to Sage’s Carbon Engine, Sage is embedding sustainability into the systems people already trust—helping hundreds of thousands (and rapidly increasing) small businesses turn climate ambition into everyday action.

Small- and medium-sized businesses—companies with fewer than 500 employees—make up about 90% of the world’s businesses, according to U.N.-backed SME Climate Hub.


Two thirds of small businesses don’t know how they’re going to reach net zero, and lack the resources to do so, according to a recent survey by SME Climate Hub. Still, the majority reported they want to act on climate, recognizing it can help them become a more resilient business.


Large companies may be the biggest emitters of greenhouse gasses, but an estimated 80% of those emissions come from supply chains—often made up of smaller enterprises.

Scaling rapidly

in the three years since the launch of Sage Earth, which is now being used by hundreds of thousands of businesses

World's 1st

open-source hybrid emissions factors dataset, Carbon Commons, led by Sage, helps SMBs calculate carbon footprints using existing data
When it comes to climate action, it's easy to just point fingers at big business. But in the UK alone, small- and medium-sized businesses (SMBs) account for some 50 percent of business emissions. And with more regulation rippling through supply chains, and more and more consumers, employees, and investors becoming increasingly environmentally conscious, taking climate action is more important than ever. At the same time, for many organizations of this size, resources are tight, and there are many other urgent priorities. It’s hard to make changes for the benefit of the environment when your primary focus is on the survival of your business. Recognizing those pressures, Sage, a multinational accounting and business software company, partnered with IDEO to investigate how it could support its customers on their journey to becoming net-zero businesses.
Sage leveraged its existing data to create Sage Earth, a platform that allows small- and medium-sized businesses to manage their journey toward net zero.
Sage creates new tools to help small businesses be more sustainable.
Sage
North America
Sage
Climate action for SMBs, net zero, SMB sustainability, Sage, climate innovation, sustainability, financial services, fintech, financial innovation, digital transformation, digital experience, digital product design, UX design, human centered design, design thinking, customer centricity, climate strategy, sustainable design, circular economy, data strategy, data driven design, data visualization, how to design a digital product, how to make business more sustainable, innovation, strategy, product design, transformation, climate change, how do we innovate

Reframing menopause

QVC works to change the narrative, while meeting customer needs.

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Case study
Case Studies
Strategic Futures
Breakthrough Products
Consumer Products & Retail
Health

Menopause is much more than a biological transition—it is a profound shift that often arrives just when people experiencing it start to feel invisible. Because it has long been shrouded in darkness as an unmentionable female affliction, those going through menopause often feel unprepared and alone.

Recognizing that its customer demographic makes QVC uniquely positioned to surface conversations and provide support to those dealing with menopause, the video commerce retailer partnered with IDEO to figure out how it could not only meet customer needs, but also flip the conversation on midlife. To learn more, a team of female design researchers held in-depth interviews with folks experiencing it firsthand. The people they spoke to had limited information about what was going on with their bodies, and in some cases, it took years before they understood that symptoms they were experiencing were related to menopause. Respondents also reported that midlife brought a change in social status and the feeling of being boxed in by stereotypes.

QVC and IDEO worked together to design an integrated suite of offerings that could give customers a safe space to discover and share more about menopause. That included an on-air programming series called “Menopause Your Way,” where QVC could support those going through menopause in the privacy of their own homes, a digital landing page with useful solutions, and social media campaigns to help women share and learn more about each others’ experiences. Because people experience menopause and choose to manage it in many different ways, the team wanted to create an integrated ecosystem of content that women could access according to their unique journeys. The new offering helped QVC  reach its core audience with solutions and relevant products, and created a space where menopause is out in the open and part of an ongoing conversation. And in the process, QVC evolved to become a more customer-centric company, putting its audience and their needs at the heart of its offerings.

9/10 of British menopausal women say society and brands overlook them.

1 in 2 women in the UK admitted they didn’t know what was happening to them during perimenopause.

Nearly 40% of menopausal women are being prescribed antidepressants to help manage their symptoms, despite 4 out of 5 describing the treatment as “inappropriate.”

Season 2

a series focused on menopause is now in its second season

About half of the world’s population goes through menopause, and yet, until recent years, it didn’t get much attention in public and cultural spheres. For too long, people ended up navigating profound physical, emotional, and social changes with little support—sometimes even among friends. It’s an unpredictable and highly individual journey that many have felt unprepared for, even ambushed by. As a brand that reaches millions of people in their homes during times of transition, QVC, the video commerce retailer, is uniquely positioned to meet the needs of those dealing with the effects of menopause. Together with IDEO, QVC recognized and responded to the growing discussion around menopause, working to find ways to support their customers by surfacing conversations, strengthening the brand’s relationships with its customers, and curating useful products for this time of life. The ultimate goal: to reframe midlife as a time of vibrancy and exploration.
QVC and IDEO are flipping the conversation on midlife with an integrated ecosystem of content designed to give people experiencing menopause a safe space to share and find useful products, with on-air programming, digital resources, and social media campaigns.
How QVC is reframing midlife as a time for women to thrive.
QVC
North America
QVC
Reframing menopause, menopause, women’s health, QVC, consumer products, retail, consumer experience, retail innovation, healthcare, health innovation, patient experience, brand strategy, brand design, brand identity, brand experience, understanding user needs, how to build a brand, innovation, strategy, customer needs

Healthy youth

Improving digital tools to help practitioners deliver critical mental health support to children and young people.

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Case study
Case Studies
Strategic Futures
Creative Capabilities
Health
Public Sector

Healthcare is a complex web of institutions, interaction, relationships, and services. In England, the National Health Service consists of thousands of separate organizations spread across the country. This fragmented structure means that rolling out digital tools and using them to their full potential can be difficult.

NHSX approached IDEO and Public Digital, IDEO’s sister company, for help designing user-centered resources that would empower Children and Young People’s Mental Health (CYPMH) practitioners to use digital tools more effectively, shifting service design from a reactive to a proactive process, and allowing each regional organization to create the best digital services for their children and young people.

The team took a human-centered approach, tapping into the perspectives, challenges and needs of NHS practitioners and leaders across the system over months of research. They then designed a set of accessible, straightforward online resources, courses, and templates that would enable a practitioner to start their own local service transformations. These included everything from practical advice on improving users’ experiences of CYPMH, to teaching methods for service design, to content focused on achieving digital transformation at scale.

The resources were easy to implement and replicate, allowing mental health practitioners across the country to seamlessly integrate physical and digital, create firebreaks in the system, and better bridge the gap between seeking care and receiving it. They were designed to evolve over time, and the work is replicable across the NHS, with the potential to touch millions of lives.

By empowering practitioners to utilize these digital tools to ease the burden of care, NHSX plans to create a positive ripple effect across the entire NHS, its partner organizations, and the country at large.

In a study undertaken in July 2020, the first summer of the COVID pandemic, the NHS found that clinically significant mental health conditions amongst children had risen by 50% compared to three years earlier.

More options, more access

digital resources are helping children and young people access more options for their mental health care
When the pandemic hit, mental health workers and practitioners supporting children and youth were under unprecedented pressure, and needed support, fast. In the United Kingdom, one in six children aged 5-19 were reported to have a probable mental health disorder in 2020; three years earlier, it was just one in nine. These vulnerable young people and their families needed access to quality mental health services, no matter where in the country they lived. Together, NHSX—England’s National Health Services health tech unit—IDEO, and Public Digital, IDEO’s sister company, collaborated to create a suite of digital resources that enabled organizations across the NHS to transform their services, allowing them to provide mental health support for more vulnerable children and young people.
How bringing human-centered design to digital tools empowered practitioners on the front lines of children’s mental health.
Transforming digital services to support kids' mental health.
NHSX
NHSX
Healthy youth, mental health, family mental health, NHSX, healthcare, health innovation, patient experience, public sector innovation, government services, civic innovation, digital transformation, digital experience, digital product design, UX design, business transformation, organizational transformation, culture change, healthcare design, digital health, patient-centered care, design for children, family experience, youth experience, how to design a digital product, innovation, service design, product design, human centered design, research, transformation, government

The future of air travel

Reinventing supersonic flight with Boom.

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Case study
Case Studies
Strategic Futures
Mobility

It’s not easy to shift the paradigm for an entire industry. But when a company comes along that promises to reinvent air travel, it opens up a blue sky of opportunities. That’s the flight path for Boom Supersonic, which is thinking big about how passengers arrive at their destination not only faster, but also with a greater sense of wellbeing.

To really comprehend the experience of flying in the unique contoured profile of this ultrafast jet, and to help Boom make key decisions about the design of the plane, the IDEO team believed that you had to go beyond algorithms and schematics—you needed to actually board it.

Using a “build-first” approach, the team quickly constructed a full-scale mockup of the fuselage from plywood and foam core. That became a prototyping platform to test multiple seating configurations, galley and lavatory size and placement, luggage storage solutions, and other concepts that would differentiate and add value to the passenger experience. For the first time, the Boom team was able to set foot in its own aircraft and truly understand the experience from the perspective of its clientele. The exercise allowed the Boom team to confidently make decisions by comparing multiple cabin configurations and options in full-scale.

Throughout the project, Boom and IDEO invited future travelers aboard to interact with the prototype and offer feedback. That input culminated in a more refined model, with augmented windows, moonroof, in-flight entertainment screens, and sound design—all further augmented by a Virtual Reality component to allow our future travelers to fully immerse in this new experience.

Together, Boom and IDEO brought a sneak peak to the Farnborough International Airshow, a biannual exhibition for the aerospace, aviation, and defense industries. The event was an opportunity to give the industry and potential customers a preview of Boom’s innovative new jet. In collaboration with the client, an exhibition architect, and a digital production agency, the team created an immersive environment designed to make the Overture experience feel tangible, eliciting the wonder of this revolutionary plane.

Boom’s presence at Farnborough not only underscored the Overture’s progress but provided an inspiring glimpse into the future of air travel. During the air show the company announced the production Overture design, a market-expanding alliance with Northrop Grumman, and agreements with tier one suppliers Collins Aerospace, Safran, and Eaton. Not long after, Boom received its largest order to date, this one from American Airlines. 

The prospect of getting to London in time for dinner just got a little closer.

Boom plans for Overture to get from New York to Frankfurt in just over four hours instead of the eight hours spent on a commercial jet today.

The Overture supersonic jet has a cruising speed of Mach 1.7, about twice as fast as today’s commercial planes. Overture is built to fly on 100% sustainable aviation fuels (SAF).

20 Overture deposits

made by American Airlines, joining current customers United Airlines and Japan Airlines
Need to get to London, and fast? After a more than two-decade hiatus of supersonic flight, passengers will soon have the option of ultrafast, sustainable fuel-powered air travel thanks to Boom Supersonic. Since 2014, the company has been working to redefine air travel, creating an experience that is fast, safe, and net zero carbon in its operation. The company is rethinking everything from the plane itself to the passenger experience inside the aircraft to the company’s business model, and even the kind of fuel it will use. Boom plans to have passengers on board Overture by 2029. To get there, the manufacturer needs to not only build out the new aircraft, but also to create an all-new passenger experience. IDEO partnered with Boom to define and prototype what supersonic travel might look and feel like, influencing decisions about Overture’s interior design and bringing the experience to life for future customers at a major industry trade show.
For sustainable supersonic flight to become a reality, Boom Supersonic needed a design partner to bring the experience to life for potential buyers.
Ultrafast air travel is coming back, with an all-new passenger experience.
Boom Supersonic
Boom Supersonic
The future of air travel, supersonic travel, air travel, aviation innovation, net zero, SMB sustainability, Boom Supersonic, mobility, transportation innovation, prototyping, rapid prototyping, design sprint, venture design, new business creation, business model innovation, climate strategy, sustainable design, circular economy, mobility design, future of mobility, future strategy, strategic futures, designing for the future, innovation strategy, business innovation, design innovation, how to innovate, how to make business more sustainable, innovation, strategy, sustainability, transportation, how do we innovate, experience strategy

Why you should treat your DEI data with rigor and care

How do you measure how diverse or inclusive your workforce is? And—perhaps even more importantly—what should you do with that DEI data once you have it?

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Article
Articles

As head of IDEO’s global change management team, which focuses on belonging and equity, I’ve seen the importance of being rigorous with and thoughtful about the information we collect and how we share it.

Telling someone to handle data with care might suggest that it’s fragile or in danger of breaking. That’s not the way I view it. I see a responsibility to keep the data whole. It’s about integrity.

That applies from the very start: gathering and understanding your DEI data. Do so with rigor. The system, process, tools, and analysis method you’re using should stay consistent. Looking at the same factors the same way every time allows you to measure progress, and the uniformity will help people trust the data.

When it comes to data related to DEI (Harvard Business School Professor Frances Frei puts it nicely as “achievement” and “sentiment” data), the achievement part is fairly straightforward. It’s what the organization looks like across different levels of the employee life cycle in a number of demographics. There are the core metrics around representation in terms of race and gender, and some organizations also track sexuality, disability, and education. These metrics help us answer questions like: How diverse is our senior-most leadership level? Which groups are leaving the organization the fastest? Are we over- or under-recruiting certain identities? Are we promoting men faster than women?

The sentiment data is about bringing in the employee voice and getting at what it feels like to work at the organization. If the achievement data is the what, the sentiment data is the why. These are the questions around culture, about whether employees can say “I can be my authentic self at work” or “I have easy access to information.” These are the questions that help you get at whether the culture is too transactional, too cautious, whether people feel they can innovate. The achievement markers are the same across the board, but the sentiment questions tend to change by organization and can be shaped based on places you might have concerns about based on early hunches or focus groups.

Presenting the DEI data you’ve collected to your workforce isn’t enough. You also need to share the actions you plan to take based on it.

Once you have collected the data, transparency is important. But pause first. The way forward is to proceed with care. Data and information can be a burden to people, especially if they don’t have the power to impact it, so it’s important to understand who holds the accountability. If you were to go out to the broader organization and say, “Hey everyone, we have a lot of evidence we’re failing on these metrics,” people will immediately want to know what you’re going to do about it. Building trust requires that you have thoughtfully considered possible interventions and solutions. There is responsibility that comes with transparency.

Design can be a powerful way to arrive at those interventions. Let the data first sit inside the group that is accountable for designing ways to prototype and pilot initiatives that might help improve future metrics. For example, if the sentiment data shows your people don’t feel like they belong upon initially joining the organization and don’t know where to get the information they need to do their job well, you likely have an onboarding problem. Maybe you’re putting a disproportionate amount of energy into recruiting but not ensuring those employees succeed once they are inside the organization.

What does the way forward look like? Use the insights that emerge from the data to prototype interventions.

With that insight, you can prototype interventions: What would it look like if we paired every new employee with someone from the same background or interest who is thriving in the organization? What if there was a two-week support circle for new employees every 60 days?

Once you have your interventions, you’ll want to test the ideas with a few groups of people and get their feedback: in the onboarding example, perhaps the ones who have been at your company for less than a year and the ones who the intervention might put a burden on. It's best practice to invite the employees at the margins of the organization (typically from a race and gender lens) to get their input on your recommendations—if they are willing and it’s not a burden to them—before sharing with leadership. If you’re able to design interventions that work for those most marginalized in the organization, the solutions will work for everyone.

Onboarding is something we’re working on at IDEO based on our last Culture survey. When we dug into the data we realized that as a creative organization, new hires want to tangibly contribute from day one. Great onboarding gives the security and confidence to do that, and so we have been piloting initiatives ranging from having two leaders dedicated full-time to onboarding within our talent organization to having new hires shadow a designer of the same craft on a project so they can start to understand how to create value from day one.

Treating the data with care involves sharing your findings and suggested actions with various groups of people, from those most impacted by the interventions to those who sit at the margins of the organization, and getting their feedback.

Once you’ve identified some potential interventions and soft-tested them with the right stakeholders, you are ready to share the data company-wide: “Here’s what we heard and learned and here are three to five things we’re going to prioritize as next steps.” You aren’t restricted to sharing shortcomings. Accentuate positive findings too, things you’re trying that are working or successes that you’re going to amplify going forward.

Especially with DEI data, remember that internal audiences are more important than external. A lot of companies capture this data and put it on their website as a recruiting and tracking tool, and that’s a great way for organizations to hold themselves accountable. However, the fastest way to break trust is to make employees feel like the data is only being captured for external purposes. Keep the emphasis on collecting and sharing data internally in service of improving employees’ experiences at the company and the effort will feel genuine.

A daily walk along Chicago’s riverwalk helps Lauren recalibrate.

Regularly deep diving into achievement and sentiment data can be emotionally taxing. If you’re doing this work, be sure to give yourself a way to take a break from it. Last year I started walking every morning on Chicago’s riverwalk, because it grounds me and gives me perspective. It’s easy to get hyper-focused on the challenges or overwhelmed by the gaps we need to fix and inequalities we need to right. Taking a moment to get my body outside and walk around helps remind me there’s more beyond the problems I’m trying to solve and helps me be present for people while I am working. There’s something so inspiring and revitalizing about having fresh air hit my face every day. And even though I pretty much walk the same route, I notice something new every day, something I didn’t see the day before. I try to bring this same curiosity to my work. Even though the challenge may look the same from day to day, there’s always a new idea or potential solution just one step away.

Proceed with care. It’s some of the best advice I can give when it comes to diversity, equity, and inclusion data—how to best measure it and what to do with that data once you have it.

Technology
why you should treat your dei data with rigor and care, technology, digital innovation, equity, diversity, inclusive design

How curated clutter makes this designer’s home inspiring

In our work-from-home times, it’s a different way to think about your space.

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Article
Articles

Clutter has the opposite effect for me, but there’s a very specific twist. If the type of clutter that drags us down is disorganized clutter—stacks of papers, discarded shoes, and items with no home—I’ve cultivated the opposite: what I like to call “curated clutter.”

I’m an industrial designer who works as an IDEO Toy Inventor in the Play Lab. My job is exactly what it sounds like: I come up with new toy and game ideas based on market research and client asks and then design and prototype them.

Like so many of us, I have been exclusively working from home in San Francisco since March 2020, and the remote working space I’ve created for myself is different from what I’ve seen so many other designers create. Theirs tend to be sleek and very minimalist. That’s never been me, even dating back to design school, when I used a desk covered in astroturf.

The books shown here are carefully curated, too, and range from books on concept art for movies and installation design to an original catalogue for a Memphis Milano exhibition—one of Andrew's most prized possessions.

My workspace is an explosion of color, an arrangement of knick knacks on my desk and shelves that serve as pieces of inspiration. Some have been with me for more than 25 years. Others are recent additions, both things I’ve collected and gifts from friends and relatives who have spotted things they thought were special or entertaining and might fit well.

I don’t keep a journal, but my knick knacks function as sort of a substitute practice for that. They capture both some of the chronology of my life and the emotional state I was in when I received them. I have alien action figures from my childhood that remind me of how genuinely afraid I was of aliens as a kid and how far my thoughts and imagination could stray. But there are also items I’ve collected while dating my partner, like a meaningful piece of coral from my first trip to her home in Hawaii. It’s sort of like free-form scrapbooking, just not confined to a leather-bound tome that gathers dust. While nothing’s written down, that history is captured, and I get to scan and revisit it regularly.

Can you find the bunny pin? Andrew won it in a giveaway from an artist he has followed since childhood who had a huge influence on his interest in art and design.

The clutter is curated but not fixed. I rotate the items, and that process is rejuvenating and refreshing. To keep things from straying toward hoarder territory, I stick to a couple rules: I only hang on to the things that have some kind of value to me, and if I can’t move something without knocking something else over, I need to reassess.

I live with my partner, who is adamant that she is not a fan of clutter, but our friends will laugh and say “What are you talking about?” Her approach is an even more curated and refined way of displaying objects, and I think it’s a good illustration of there not being one “right” way to do it. Your curated clutter could be five items or five hundred. Ultimately, if clutter is made up of the things that have no home, curated clutter is made up of the things that make your home.

For many people, designing their workspace or spaces in their home is a very purely aesthetic process, like, I like the way this lamp looks, or this pencil holder looks. That process can end up being devoid of emotion, which I think can result in a space that's not necessarily built to address our emotional well-being—a consideration that’s more important than ever these days.

I know incredible designers who project a very clean designer persona and have tasteful objects in their houses: walnut, leather, beautiful brass hardware. And then you look at their inspiration boards for work and they're wacky, and I don’t see the purpose in reining in that inspiration. Sometimes the idea of what is good taste causes people to censor their living space. That’s not for me. I’d much rather be in a place that’s overstimulating than understimulating.

Andrew's travel shelf holds items from Denmark, New Mexico, Bali, China, Peru, Paris, Guatemala, New York, Japan, and Mexico. Some are from his travels, others were gifted to him.

I would say almost every day I feel inspired by what surrounds me. It’s a library of thoughts and thought-beginners, especially my desk, which puts different textures and color combinations and parts and mechanisms in front of me. But above all else, my curated clutter provides a sense of comfort, which ends up supporting my emotional well-being. At times when I feel anxious or overwhelmed, it grounds me because it’s an extension of myself: a way of revisiting people and moments that matter. It’s like flipping through your journal to remind yourself where you come from, then feeling energized enough to flip to the next blank page and keep going.

Multiple studies have suggested that cluttered workspaces are no good for us, or even downright harmful. Connections have been made between clutter and procrastination, stress, and even life dissatisfaction.

No items found.
how curated clutter makes this designer's home inspiring, workplace design, employee experience, future of work

Letting go of ego helped this designer create a transformational brand

Luca talks with IDEO about his time at D-Ford.

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Articles

On its face, those client experiences might sound worlds apart. And they were, but not for the reason you might expect.

I came to IDEO from those luxury ateliers and joined a team that was designing a new brand for Ford Motor Company. I brought with me the best of what I learned in Paris: a vigilance about being a brand-guideline guardian and a proficiency in creating highly aspirational brands.

Our remit was to come up with a brand for the innovation lab of the 118-year-old automotive company—what would come to be D-Ford. The lab’s remit was to use human-centered design to drive progress, so the brand had to give new meaning to the word “design,” which was very specifically associated with car design internally. It also had to be capable of being comfortably and regularly used by everyone, designers and non-designers alike.

We landed on a brand that involved no special fonts and a few shapes that quite literally anyone could draw. It may not sound lofty, but it was incredibly challenging. And more than that, it was impactful—on the client and on me.

In the luxury ateliers, I was accustomed to interacting with and designing for designers, not the wider organization. I operated in a space where brand books specs were jealously guarded and consistency was the goal.

With D-Ford, the goal was to maximize brand adoption, which was ultimately about adopting the purpose of the lab. To do that, we had to educate ourselves about the organization.

What unfolded was a co-design approach. Our team traveled to different parts of the company and spoke to people, even people who felt they were very far from design. That was such a different approach and scope for me, but it surfaced an important reality: design, historically, was seen as a practice for the few at Ford, where the number of engineers outweigh that of car designers.

With D-Ford, we needed everyone to feel capable of being a designer. Our team had to set up design tools that aligned with the typical employee’s skillset, meaning the brand system had to work seamlessly with Google Slides and PowerPoint.

We observed employees as they worked to get a sense of how much the brand would need to flex in order to be comfortable for them to use.

We sat at people’s desks to see how they built presentations, which fonts they had installed on their laptops, and what they knew about Adobe. We realized we had to design soft guardrails—no software to learn, no new typefaces to install—so that whatever they produced in the lab could be easily shared across the wider organization.

The brand needed to stick, be easy to replicate, and take into account what we found to be pretty consistent opinions about specific colors and shapes across the company. For instance, every engineer wanted us to steer clear of red because of its association with danger.

The shapes we landed on were simple. The process of getting to them was not.

We settled on three simple geometric shapes that linked to D-Ford’s three-word purpose statement and were ones that anyone could draw. A triangle for drive, a circle for human, and a plus sign for progress. They were graphic assets everyone could recreate regardless of their design proficiency, and they provided a simple but effective visual link to the story of what D-Ford stood for.

As for typeface, we ultimately chose the same one Ford was already using, meaning there was familiarity there, but we employed a different typesetting to create a completely fresh result.

The goal here was a grassroots ownership of the assets. When the 12-week project ended, our engagement with D-Ford continued [IDEO has had a nearly 20-year relationship with the carmaker], so I got to watch how the brand design was adopted and evolved and the life it took on in the hands of non-traditional designers.

One way we saw the brand put to use: An engineer created this logo for International Women’s Day using the circle, triangle, and plus sign.

For instance, there was one lab team member who had never designed anything for print before. He used the simple templates that had been created to design a booklet for a presentation he was giving. His enthusiasm and confidence in sharing his creative work with another engineering division was the type of behavior we had hoped the internal brand would foster.

Brand design is often mistaken with art. It has an artistic component but needs to be democratic. We didn’t want to create the brand as an art piece to look at but as an open book to use. The only way to make that happen was to be very empathetic. We needed empathy to understand the employees’ worries, challenges, and motivators within their existing culture, but even more than that, we had to understand what was needed to promote a different behavior—a culture of experimentation.

The end goal was to create a living and breathing brand that was rooted in what we heard its users needed—and what they didn’t want.

The aesthetics of design are important. It’s what gives us as designers the sensitivity to what works and what doesn’t visually. But the aesthetic is only as good as what people can do with it.

What attracted me to design in the first place was that I was going to push materials to the edge to design something that would be compelling. That was certainly true with luxury, where I regularly tested how far I could push tangible things. How much can I bend this plastic without it cracking? At D-Ford, I needed to bend people and their behaviors, and it was much less tangible.

The D-Ford work helped me understand the value of that different kind of design work and really demonstrated how impactful your work can be even if it feels at first like it’s going to be more gray.

Giving up the reins and not having tight control of the usage of the brand—it’s a challenge to the ego. But that’s part of what it means to design a brand that is owned by the people. If you distribute ownership you distribute ego.

That made for a humbling experience. It helped me realize how complex an organization can be and that brand does not have to get in the way of it. If anything it needs to simplify. If I had listened to that ego the end result may have been loftier and better for my personal portfolio. But the work would not have had the impact the organization needed. In the end, the right impact is what every designer strives for.

I’m in a drafty room in Farringdon, London, shaking the hands of a dozen mechanical engineers. A few months before, I was scoring paper at an airy luxury atelier in Paris.

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letting go of ego helped this designer create a transformational brand

The possibilities business

An oral history of organization transformation.

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A decade ago, Rodríguez-Pastor asked IDEO to help him realize a unifying, human-focused, mission: to leverage the power of its business to uplift Peru’s middle class.

Beginning with a single engagement in 2011, IDEO and Intercorp’s work together grew into an unusual entanglement of organizational cultures, brimming with stories of mutual influence.

Since then, IDEO’s work with Intercorp has touched more than two dozen different companies across the group as the business grew from $2.9 billion in revenue in 2011 to $8.5 billion in 2021. Intercorp now employs more than 80,000 people and its revenue represents more than 3.5 percent of Peru’s gross domestic product.

Yet the greatest change has been in the minds of Intercorp’s leaders. In looking back on 10 years of collaboration, a key theme emerges: Working with IDEO on dozens of projects has taught Intercorp’s teams new capabilities, and that has snowballed into a new way of thinking for this broad-reaching company.

The following oral history recounts how the organization has transformed over the last decade through a series of leaps: imagining a more human-centered future, using digital experiments to gain confidence, and changing mindsets across the company to ensure resilience over the next decade.

I. Building belief: I can see what we need to do

Carlos Rodríguez-Pastor was born in Peru, and educated in the United States after his father became a political exile in 1969. The family returned in the 1990s, and Rodríguez-Pastor’s father began building a banking business, which became known as Interbank. When he died suddenly in 1995, Rodríguez-Pastor himself became the bank’s chairman, a position he used as a beachhead for growth in Peru’s liberalizing economy. With the founding of Intercorp in 1997, Rodríguez-Pastor charted an audacious path beyond banking, with its unifying force being the well-being and prosperity of Peruvians. It was a far-reaching ambition that bridged people and profit—but to pull it off, he needed help.

Rodríguez-Pastor asked IDEO for help with two distinct projects: a new school system that would be affordable for the emerging middle class; and a new customer experience for Interbank, Intercorp’s flagship bank.

Carlos Rodríguez-Pastor: “We had a big goal—to make Peru the best place to raise a family in Latin America—which was both a moral obligation and an opportunity. We saw that if you make the pie bigger, then we’re going to help a lot of people, and our businesses are also going to do better. Our education system was struggling and we wanted to help change it."

Sandy Speicher, CEO of IDEO: “It was really a brave moment, both for Carlos and for us. Carlos knew how important it was to create opportunities for people by securing their educational foundation. But Peru, at the time, was one of the lowest ranked countries on an international survey of education systems."

The new school system, known as Innova Schools, was a success on its own terms: In 2020 it enrolled 42,000 students across 68 locations in 3 countries (Peru, Mexico, and Colombia); boosted 4th grade students’ math and reading test scores 2x compared to local public schools; and saw 99 percent of graduates go on to higher education or actively prepare for college. For Intercorp and IDEO, this formative project suggested broader possibilities—for organizational change across Intercorp, which could in turn inspire societal change across Peru.

Interbank presented a different type of challenge. Peru’s history of political instability had left a consumer banking environment controlled by security concerns. IDEO and Intercorp prototyped an experimental space called Interbank Explora, which brought the staff out from behind bulletproof glass and into the middle of the banking hall, making for a more welcoming experience.

Luis Cilimingras, Partner at IDEO: “We realized the intimidating environment wasn't welcoming for customers, and also meant that branch employees and managers were out of touch with the customer's day to day experience. We asked, ‘How could you redesign the banking experience so people would feel good about going inside?’”

Luis Felipe Castellanos, CEO of Interbank: “Before, everything was done on the basis of surveys or a focus group, at the most. IDEO gave us a different way to understand our clients, and get involved in their day-to-day lives. We almost lived with them."

Luis Cilimingras: “With the new branch experience in place, Interbank’s employees told us ‘Now some of my customers kiss me goodbye!’”

In Interbank Explora’s first sixty days, sales increased by 30 percent, customer satisfaction improved, and profitability grew by 32 percent. Building on that success, the changes were rolled out across the bank’s 2,200 branches.

Luis Cilimingras: “The investment and the participation of the leaders in the process made them realize: ’we need to be working in this way.’ They were just immediately converted.”

II. Launching an innovation engine: We can do this

Intercorp and IDEO began considering ways to extend their collaboration across the groupmeaning to more of Intercorp’s diverse holdingsby building an internal innovation lab in Lima.

Luis Cilimingras: “Carlos [Rodríguez-Pastor] was like, ‘Okay, first time, with Innova: Lucky! Second time, with Interbank: It seems I have a partner!’ Intercorp saw us as somebody who can help them imagine the future, who is going to help drive change.”

In 2012, Hernan Carranza, then a young executive at Casa Andina, Intercorp’s hotel company, spent a summer working in IDEO’s Munich studio. Afterwards, he pitched Carlos Rodríguez-Pastor on the idea of an in-house digital innovation shop. That idea evolved into building a human-centered design team that could work across Intercorp’s companies. Rodríguez-Pastor seized on the idea, and made Carranza Intercorp’s first Chief Innovation Officer.

Hernan Carranza, Chief Innovation Officer of Intercorp: “That's when we said, ‘Hey, why don't we have a design team—a mini-IDEO—in Lima?’ That would put it much closer not only to the Peruvian family, which is who we design for, but also to the executives of the Intercorp group, who are the people with whom we co-create the solutions for the families.”

Luis Cilimingras: “We were bringing a new set of techniques and approaches to solving problems and they were bringing operational expertise and local talent who understood the context in which we were working. But these were far from what I had imagined as the 'ideal conditions' to set up an innovation team. It was jarring to realize how much I had to learn to be effective. With a product mindset, you have this vision of what the end result will be like. I had to scrap that and embrace what I didn’t know as the key ingredient for success.”

Hernan Carranza: “If Intercorp and IDEO had a child, that would be La Victoria Lab. But even a love child isn’t easy! We found a way to have our own voice that is authentic to us. But what we conserve are the foundations of IDEO’s approach: being highly experimental, being truly curious, being intuitive. All those mindsets that we learned from IDEO are the cornerstone of what we do.”

Watch "It's Up to Us", a short film about IDEO's 10-year partnership with Intercorp and how it transformed the organization.

La Victoria Lab (LVL) opened in 2014 in a converted house a few blocks away from Intercorp’s headquarters. Their first project was a deep ethnography of the Peruvian middle class, presented in a way that would engage executives across Intercorp.

Maria Paula Loayza, Portfolio Lead at La Victoria Lab: “We turned our own office into a small exhibition, so people could walk around and experience the research, as if they are dropping into someone’s house.”

Luis Cilimingras: “We invited leaders from across Intercorp, and we shared these stories with them. And that built La Victoria Lab’s brand within Intercorp—you can come to us when you have a human problem. Don't come to us with an efficiency problem. Come to us when you have something that has a deeply human need.”

In its first two years, La Victoria Lab grew to over 20 designers and launched multiple initiatives across Intercorp with a single objective: to build belief and confidence in their ability to design impactful services and experiences for Peruvian families. Given the vast scale of the conglomerate, this early work was just a start, but it was consequential in its ability to inspire Intercorp’s leaders.

III. Unleashing a digital transformation

With La Victoria Lab on its feet, its designers homed in on a “theory of change,” a method by which their small team could create work that inspired innovation across Intercorp. For years, Rodríguez-Pastor had been pushing for a company-wide digital transformation, but there was little progress. The businesses had a vestigial brick-and-mortar mentality and didn't see digital as something that would take hold in Peru for another decade. LVL saw this as their challenge: to become a hotbed of digital experimentation, executed in a way that built confidence and capability across Intercorp. Conceived to be highly visible, this category of projects became known internally as “beacons”, digital products whose design and launch would convey to the organization what it needed to change in order to scale digital ways of working.

Maria Paula Loayza: “The beacons were conceived to shine back to the organization everything that needed to change.”

Hernan Carranza: “We were not thinking of ourselves as the scalers of innovation. We were more like igniters. We were always like, ‘how do we inspire the leadership?’"

Maria Santolaria, Program Director at IDEO: “Our thesis was that by injecting something—a team that worked differently, or a digital product that was built and launched in a different way—the organization could mimic that behavior and change organically.”

The most popular of the early beacons were for Inkafarma, Intercorp’s consumer pharmacy chain, and Interseguro, their insurance company. Inkafarma’s project became a model across Intercorp for a digital-first strategy. By making it seamless and convenient for Peruvian customers to get medications delivered to their door, Inkafarma’s mobile platform predicated many of the features that would become essential during the COVID-19 pandemic. The app now drives up to 20 percent of Inkafarma’s business in urban areas.

Hernan Carranza: “In creating Inkafarma’s delivery app, which considered the needs and pain points of the consumer first and foremost, the team started designing and implementing on the fly, with the goal of putting functional products in the hands of users—in order to capture real reactions.”

Maria Paula Loayza: “At first, everybody at Intercorp was kind of looking at us weirdly, because what we were putting in the hands of consumers was crude. But we were able to apply our learnings as we went, and show how these small projects could be like proof points—prototypes that build confidence and begin the complex process of transforming organizations.”

Patricia Conterno, VP of Digital and Analytics at Interseguro: “Interseguro was not then a company centered on the user. When we developed a new product, we just did what we thought was right and hoped people liked it. Our beacon with LVL helped change that. Now we're constantly experimenting, testing with users, and trying to solve any friction they might have. To do so, we’ve now put 15-20 percent of employees in digital transformation roles. Once we launch a product, it is never finished.”

IV. Changing mindsets: This is us now

As La Victoria Lab’s reputation grew within Intercorp, IDEO’s role shifted. Intercorp had the ability to tackle core business opportunities in-house, so IDEO turned to guiding critical, strategic programs (like climate change and DEI initiatives); industry deep dives in sectors like health care; and continued support for leaders as they embraced new mindsets and ways of working.

Hernan Carranza: “A specific behavior we developed with IDEO is what we internally call ’tunking,’ which is when someone leading a creative project looks to others for honest feedback. I remember Luis Felipe Castellanos, the CEO of Interbank, once called me and said, ’Hey, can you send me six, seven more tunkeros to look at and tune my five-year vision?’ I thought that was fabulous. It's a sign that this leader is becoming a more vulnerable person, a more open leader who wants to listen to other perspectives.”

Luis Felipe Castellanos: “Leadership is not about having all the answers, it's about having the right questions. Working with IDEO has made me a much more human leader, focused on understanding the human being behind all of our solutions and all of our offerings.”

Fernando Zavala, CEO of Intercorp: ”What IDEO and La Victoria Lab have done is to permanently push us to think differently, to open our minds, to confront our ideas and, based on that confrontation, to get the best out of it.”

Hernan Carranza: “IDEO infected us with this little bug of permanent curiosity. To be constantly learning all the time—but, even more importantly, constantly unlearning. For Intercorp’s leaders, La Victoria Lab has become a stone in the shoe, always looking to discomfort, to challenge, and to take solutions to the next level."

After a decade, IDEO and Intercorp have come to an unusual understanding of what they have most meaningfully created together: not projects and businesses, but people and culture. It has been a transformation not only of design and efficiency, but also of mindset and approach.

Hernan Carranza: “I think my main learning in this last decade is that the transformation of a conglomerate of 80,000 people starts with the transformation of oneself as a leader. If you are able to start transforming your mental model, that makes another leader, another leader, and leadership begins to cascade.”

Sandy Speicher: “They’ve built this massive organization of learning. They’ve taken this model that we designed with them, and built an organization that continuously learns, and continuously designs, and continuously evolves.”


Carlos Rodríguez-Pastor: “Ten years into our relationship with IDEO, Intercorp is a totally different company. We are a much more customer-centric company. I think we have more empathy. We want to become the best place to raise a family in Latin America. I think that's achievable within the next 10 years. It's really up to us.”

Illustrations by Stephanie Sizemore

When the public sector falls short, should business step in? That question was top of mind for Carlos Rodríguez-Pastor, President of Intercorp, a Peruvian conglomerate with an expansive range of companies from banking to education to health care to retail.

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the possibilities business, healthcare, health innovation, financial services, retail, education, learning, government, public services

Lindsey Turner

I’m passionate about building brands, products, and experiences that help organizations show up with meaning and momentum.

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Leader
Leaders

I help organizations cut through complexity by shaping how they show up, through brand strategy, identity, and storytelling.

Working at the intersection of brand and business, I bring an editorial eye and a bias toward making—turning ideas into tangible experiences that people can understand, trust, and believe in.

My work spans government, healthcare, financial services, media, and consumer goods, from launching Gen Z-focused ventures to building innovation labs and reimagining legacy brands. I relish moments of ambiguity and enjoy translating across teams, perspectives, and priorities to move ideas forward.

I started my career in editorial and digital design, shaping cross-platform experiences and identity systems in publishing and agency environments. That foundation still shapes how I work today: I’m detail-oriented, collaborative, and overreliant on the Oxford comma. I hold a BFA in Visual Communication from the School of the Art Institute of Chicago.

My tween twins teach me more about technology and gen-alpha than the last decade of trend reports.
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Rachel Young

My work helps organizations see who their products aren't working for—and build the will and the tools to do something about it

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For 25 years, I've asked the same question: Who does this design exclude—and what are we going to do about it?

My work spans human-centered strategy, inclusive design, and qualitative research, with clients ranging from Microsoft, Google, and Verizon to the National Science Foundation, and San Francisco Unified School District.

Before IDEO, I taught elementary school in East Palo Alto and spent a decade doing design work with social service organizations—where I learned firsthand what it costs people when systems are built without them in mind.

I am currently writing User Error, a nonfiction book about digital access and the design decisions behind it. I live in Oakland, California.

The greatest project to which I’ve ever contributed is raising my two daughters with my husband.
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Brian Pelsoh

I lead with craft, ensuring our work is creatively excellent: rooted in deep human insight and imagination, while also grounded in the realities of business and technology.

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My expertise spans brand, communication, and product design across tech, education, the arts, and social impact.

I believe great work demands both high-level vision and obsessive attention to detail, and only happens through collaboration.

I bring an inclusive, hands-on approach and a deep understanding of business, which enables me to consistently deliver excellence while always asking why.

Before joining IDEO, I worked at the brand firms Pentagram and VSA Partners. I began my career as a designer, leading teams at the School of the Art Institute of Chicago and the Milwaukee Art Museum. I hold an MFA in graphic design from Maryland Institute College of Art and a BFA in communication design from the Milwaukee Institute of Art & Design, and have taught at some of the best design schools in the US.

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Tony Wong

I am responsible for IDEO’s long-term success in China and working with clients to use design as a tool to enable growth.

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I am responsible for IDEO’s long-term success in China and working with clients to use design as a tool to enable growth. Specifically, I have helped Chinese companies design holistic brand solutions through the development of their products, communication, services, and innovation teams, and I have helped multinationals expand their presence and influence in China.

I advise global leaders on developing China-led innovation and capabilities.

In over 15 years in IDEO Shanghai, I have worked on projects that use design to elevate the quality of the experience of healthcare products and services, streamline processes that increase productivity, create spaces and programs that promote and enable inclusive communities, and build next generation mobility solutions that are planet-positive.

Before joining IDEO, I worked at Philips Electronics and the Electrolux Group in Italy, the Netherlands, and Singapore on a number of breakthrough commercial products. I am a member of the Young President Organization in Shanghai.

I have a thing for antique maps.
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Mina Seetharaman talks with David Epstein, author of Inside the Box and Range, about why total freedom often produces average work, how leaders can design useful limits on purpose, and what organizations such as General Magic and Pixar reveal about the relationship between boundaries and creativity.

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