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Designing a better onboarding experience for an AI symptom checker at clinics

Enabling doctors to spend less time on paperwork and more on patient care.

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Case study
Case Studies
Breakthrough Products
Health
AI & Emerging Tech

D4V is a Tokyo-based early stage Venture Capital in partnership with IDEO. Two years ago, D4V invested in healthcare startup Ubie, which develops a service called AI Monshin Ubie. The digital service was created with the goal of reducing the burden on healthcare professionals working long hours, under harsh conditions. AI Monshin Ubie automates a number of patient registration and documentation processes through digital tools, enabling doctors to spend less of their time on manual paperwork, and to dedicate their valuable skills and attention to the patients themselves. Currently, the service is installed in 200 medical institutions in 41 prefectures across Japan.

With AI Monshin Ubie, patients fill out preliminary forms on a tablet, rather than paper, entering information about their health history and current symptoms directly into their digital medical record. As patients fill out the questionnaire, the Ubie AI generates questions in real-time according to patients’ responses, which results in more appropriate and accurate data. The patient’s responses are automatically formatted for the doctor to review prior to and during the consultation. As a result, doctor consultation times and facility operation times are drastically reduced.

With the Coronavirus raising fears of a possible health system breakdown, Ubie has made improvements to anticipate and possibly prevent in-hospital infections. Until recently, Ubie’s services have been primarily used by large hospitals; but in light of the global health crisis, Ubie approached D4V—who partners with IDEO—to help rethink the onboarding experience and quickly facilitate the introduction of AI Monshin Ubie in regional clinics across Japan. D4V and IDEO have been working with Ubie for many years to collaborate in various areas, including UX, rebranding, international research, and more. Therefore, they had a foundation of knowledge from which to build these new features.

Typically, AI Monshin Ubie has been introduced to new hospital clients through direct, in-depth instructional visits from Ubie sales staff. This approach has worked well for rolling out the product to Japan’s 8,000 large hospitals; but for the 100,000 smaller clinics, Ubie needed a more efficient onboarding method to enable staff to get set up smoothly and independently.

During research, D4V and IDEO team members engaged with many different clinic staff members, including full-time doctors, part-time doctors, nurses and receptionists. The researchers found that staff tend to react skeptically to new tools and services, with a common preconception that they will add to their workload. One clinic director’s first impression of AI Monshin Ubie was, “It looks complicated.” But once he actually used the service, he realized that it was very user-friendly.

The team quickly understood that it was important to remove preconceptions by clearly communicating Ubie’s benefits and ease of use. They created a two-minute animation and designed three separate guidebooks. The animation adopted a friendly tone and expressed empathy for doctors, staff members and patients, highlighting how Ubie can bring benefits to each of them. The animation showed how Ubie fits into the existing workflow and explained complex systems in a straightforward and accessible way.

WATCH: A short video clip explains the benefit of their product and service to avoid the users’ concerns in advance.

The guidebook for doctors and directors explains how Ubie’s AI smooths the patient consultation experience and greatly improves the quality of medical care. It also introduces concrete how-tos around set-up, implementation, and ideal workflow. FAQs were also included, addressing concerns about whether or not elderly people would be able to use it.

Ubie business development leader Kenji Yamada says, “D4V and IDEO have a deep understanding not only of design, but of our entire business. They provide inspiration by bringing experience and knowledge that comes from working with other industries and clients outside of healthcare. We appreciate that they can share the knowledge that they’ve obtained with our business.”

Read the Japanese-language version of the Ubie case study here.
When You Feel Unwell, Ask Ubie: Check your symptoms for free
Learn more about Ubie: Global Company Website

Enabling doctors to spend less time on paperwork and more on patient care.
Enabling doctors to spend less time on paperwork and more on patient care.
Ubie, Inc.
North America
Ubie, Inc.
Designing a better onboarding experience for an AI symptom checker at clinics, infection prevention, hand hygiene, Ubie, Inc, healthcare, health innovation, patient experience, AI, artificial intelligence, emerging technology, AI strategy, AI product design, responsible AI, designing with AI, healthcare design, digital health, patient-centered care, understanding user needs, how to use AI, innovation, strategy, product design, research, startup, rebranding

An improved airway intubation system that helps physicians save more lives

The GlideScope Core offers elevated visibility and a seamless workflow for intubation, allowing doctors to better conduct routine procedures and respond to health crises.

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Case study
Case Studies
Strategic Futures
Health

In the emergency room, an intervention that’s administered too slowly could cost a patient their life. With COVID-19 fueling a surge in acute respiratory conditions, intubation—a procedure that involves inserting a tube through the mouth or nose and into the airway—is more common than ever. For patients struggling to breathe, the tube can be connected to a ventilator that pumps oxygen to the lungs, keeping them alive.

While a laser-focus on the present is critical for successful patient outcomes, hospitals and physicians often don’t have time to look ahead and anticipate the future of the operating room experience. As technology rapidly improves, there is a ripe opportunity and pressing need to evolve medical equipment to be more innovative and intuitive. Verathon Medical, a global medical device manufacturer, is supporting health care providers at the cutting-edge of care.

Verathon approached IDEO to redesign the existing product system for laryngoscopies and bronchoscopies—procedures that examine parts of the throat through intubation. During these examinations, a tube with a camera embedded in the tip is inserted through the patient’s nose or mouth. The doctor can then see inside the throat on a video monitor, and therefore more easily and quickly intubate and perform the exam.

To create a groundbreaking device, the team observed over a dozen laryngoscopies, bronchoscopies, and intubations. They noticed that many anesthesiologists relied on fixed equipment during the procedures. For example, some had grown accustomed to looking over their shoulder—away from the patient—to view the monitor.

During interviews, physicians and residents expressed difficulties with the current technology, sharing that the small screens aren’t conducive to team viewing or student instruction, and they must often use a separate computer to record patient notes. Others reported frustrating workflows, needing to constantly divert their attention and move their hands between the patient, prep tray, monitor, sterile bin, and disposal bin. These inconveniences and inefficiencies are not only cumbersome, but can increase the risk of infection and fatality.

The team relied on these insights to start designing a next-generation product. Through sketching, storyboarding, and building in real-time alongside doctors and clinic staff, designers quickly teased out additional findings and validated concepts.

This work led to the creation of the GlideScope Core: an all-in-one, portable product system that supports both video laryngoscopies and bronchoscopies. The base of the device—a wheeled cart—has built-in storage units for tools and a disposal bin, offering more mobility and accessibility for medical professionals.

Designed around a high-definition, touchscreen monitor and comprehensive workstation, the GlideScope Core delivers elevated visibility and improved workflow.

The product’s tagline, “see more, do more,” points to the improvements made to the video system, including a large 10- or 15-inch high-definition touch screen monitor. Displayed images can be enlarged and rotated 180 degrees for improved visualization, team viewing, resident training, and classroom demonstration. To help doctors keep both the patient and monitor in their line of sight, the detachable screen can be secured to an adjustable arm that can be positioned directly over the patient. Additionally, the monitor’s patient annotation feature gives staff access to more of what they need in one device.

The product has been especially valuable for providers and patients during the coronavirus pandemic, when it’s imperative for doctors to keep their distance from patients’ mouths and noses. The GlideScope Core’s movable, detachable, and large, high-definition monitor makes it easier to take this precaution and intubate more quickly. This usefulness is reflected in the 5-fold increase in cart-based device orders for Verathon. While most providers typically order anywhere from 1 to 20 devices for airway procedures, one hospital system requested 600 GlideScope Core systems to meet current intubation demands.

Through modern technology and a focus on human needs, the GlideScope Core supports improved patient outcomes and creates a more seamless operating experience for medical professionals. The product underlines the key but often overlooked fact that often, in order to ensure the healthcare industry is patient-centered, medical device manufacturers and hospitals must also focus on improving the experience of providers.

Verathon Medical
Verathon Medical
An improved airway intubation system that helps physicians save more lives, Verathon Medical, healthcare, health innovation, patient experience, systems thinking, systems design, service ecosystem, healthcare design, digital health, patient-centered care, innovation, mobility

Transforming a community hospital from the inside out

Designing for caregivers to create world-class care for patients.

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Creative Capabilities
Breakthrough Products
Health

Healthcare is notoriously difficult to change. Rules and regulations present complex barriers; health practitioners and organizations often have entrenched ways of working; and lives are literally on the line. Despite these significant barriers, the leaders at Newton-Wellesley Hospital (NWH) boldly committed to improving patient care through a new approach.

NWH is a community teaching medical center in Newton, Massachusetts. Because of its proximity to Boston—a city known for world-class healthcare institutions—NWH needed to differentiate itself. The hospital's new president, Dr. Michael R. Jaff, reached out to IDEO for help: "I knew that providing an unparalleled patient experience would set us apart from our competitors." But, Dr. Jaff’s particular approach was unique. He and Dr. Jodi Larson, Chief Quality and Experience Offer (CQXO), saw an opportunity to drive better patient outcomes through cultural and organizational change.

"You cannot learn any more than when you get to listen to your potential patients say why they would never walk into your place." —Dr. Michael R. Jaff

IDEO partnered with NWH for a year of work together, kicked off by defining the vision for NWH and ramping up to in-hospital prototyping and the launch of several new initiatives. A pilot project with the Women's Imaging Center (WIC) focused on solving departmental and employee challenges to provide a better experience for women getting mammograms.

The pop-up design studio, dubbed Project Phoenix, was centrally located on the main thoroughfare of the hospital.

Fueled by this potential, the WIC team redesigned key work processes and created a set of experience principles that inspired new service prototypes. Guided by principles like "Express mutual gratitude" and "Honor every voice," the WIC team tested ways for patients to acknowledge outstanding caregivers and created tools to gather better feedback from patients and adjust quickly. The experience of designing better services inspired the WIC staff to become ambassadors for the power of design thinking across other departments inside NWH and they continue to build on the work through new prototypes and experiments.

Next, IDEO partnered with NWH’s ambulatory surgery group. They took an analogous research trip to Boston’s Logan airport to see with fresh eyes how other high-touch customer service organizations provide customer value in a complex setting. Insights from the trip were applied through live prototyping of several new experiences inside the hospital, including a pre-surgery visit summary and pre-operation care carts.

Analogous research helped us realize that we can learn from other industries and incorporate some (cool) best practices if we allow ourselves to get over the ‘that would never work in the hospital’ mentality. - Dr. Jodi Larson

A team of surgeons, anesthesiologists, nurses, and hospital executives headed to JetBlue seek out inspiration around analogous themes of teamwork, coordination under pressure, and customized pathways for patients.

One of the most impactful prototypes was Care Modes, a tool to empower the NWH care teams to tailor their approach and interaction with patients based on the patients’ unique needs, beyond simply their clinical requirements. Four distinct approaches were identified for engaging a patient before surgery—Explain, Partner, Embrace, and Encourage. The Care Mode is determined based on the provider's understanding of a patient's degree of self-advocacy and their confidence that surgery is the best solution to their issue.

The team produced several live prototypes in the hospital, gathering feedback and learnings directly from patients and staff. The first prototype launched was a series of experience kits selected by patients at check-in. Each kit represented a different mindset for patients—productive, serene, or enlightened—and a visual cue to signal different scripting and pathways from care providers.

Historically, care providers have been trained to deliver consistent care above all else. However, Care Modes powerfully acknowledge that patients respond differently to different types of care. The Care Modes empower the team—from surgeon to nurse to anesthesiologist—with a clear framework for how to interact with and provide care for patients so they feel most comfortable. Based on the prototype's success with patients and impact on the staff culture, NWH has incorporated Care Modes into EPIC, the hospital's electronic medical record.

The importance of being patient-centered has been central to the healthcare conversation over the past thirty years; but new explorations reveal that there’s far more potential for innovation and improvement when the provider experience is considered in tandem with the patient’s. Each enables the other, and design for both together yields stronger solutions and better outcomes. IDEO's work with NWH demonstrates this vital shift in user-centered healthcare—one can't design services and experiences for patients without designing for their providers’ culture as well. When these go hand-in-hand, meaningful institutional change in healthcare is more than possible.

Designing a clear framework for caregivers to interact with and provide world-class care for patients.
Designing for caregivers to create world-class care for patients.
Newton-Wellesley Hospital
Newton-Wellesley Hospital
Transforming a community hospital from the inside out, Newton-Wellesley Hospital, healthcare, health innovation, patient experience, business transformation, organizational transformation, culture change, healthcare design, digital health, patient-centered care, innovation, design thinking, research, prototyping, transformation

Helping a historic museum prepare for the future

Using design thinking to improve access, experience, and culture.

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Case study
Case Studies
Strategic Futures
Breakthrough Products
Learning & Work
Public Sector

The mission of Chicago's Museum of Science and Industry (MSI) is to inspire children to achieve their full potential in the fields of science, technology, medicine, and engineering. Leaders at MSI realized they needed to drive day-to-day operations and maintain historic exhibits while focusing on where to go next. To prepare for its next decade, MSI worked with IDEO to create a new business focus to support the museum’s aspirations for the future. The plan would allow MSI to respond to the demands of the marketplace and raise the funds to get there.

At the beginning of the project, MSI laid out its priorities: improve equity of access, enhance the museum experience, and create a more innovative culture. To dive into each of these areas, IDEO conducted immersive research with families, teachers, donors, and staff.

IDEO brought together 60-plus donors, board members, and staff members to engage in a design thinking exercise to unpack and address the tensions that come with choosing a new strategic trajectory. Instead of having a standard ballot vote, the IDEO team encouraged participants to get up and vote with their feet, helping the group of stakeholders physically align on the museum’s new direction.

At the end of the research and prototyping phases, MSI and IDEO developed a vision called Provoking Minds, Inspiring Futures, creating six detailed design briefs to equip MSI teams to bring initiatives forward. The briefs laid out everything from recommending a new Department of Next, dedicated to ensuring that the future is at the heart of everything the MSI does, to MSI Runway, a place for experimental, small-scale, and limited-run exhibits. The ideas were brought to life with an interactive exhibit, built quickly with everyday materials like plywood and circuit boards, to demonstrate that creating an inspiring vision of the future doesn’t have to be an expensive endeavor.

The team also focused on insights that highlighted accessibility issues some families brought up early in the design process—travel across the city via public transportation can be lengthy, and the cost of admission to special exhibits could be prohibitive. To address these concerns, IDEO came up with the Mission Accessible brief: Inspired by casino buses, MSI bus stop signs would be posted in various low-income neighborhoods, signaling a way to take kids and families to the museum for free.

During the project, the IDEO team identified some low-hanging fruit, like rethinking ticketing and improving the student field trip experience, and helped the museum create cross-functional innovation teams to apply design thinking skills towards solving those challenges. They researched, brainstormed, and pushed forward new concepts, meeting weekly to share and build on ideas. At the end of the four week period, each team prototyped their ideas—new outdoor programming, software tools for visiting tour groups—and pitched them to each other.

In 2019, two years after the conclusion of the project, the collaboration paid off. With its new strategic plan and additional resources, the museum has renewed its commitment to serving youth, and MSI’s team, including donors, are aligned on a collective vision of the future. MSI raised more funds than in any previous year, including the single largest gift in its history—$125 million, nearly half of its $380 million fundraising goal—that will help ensure the years ahead.

Museum of Science and Industry, Chicago
Museum of Science and Industry, Chicago
Helping a historic museum prepare for the future, voting experience, voting machine, accessible voting, Museum of Science and Industry, Chicago, education innovation, learning experience, future of work, public sector innovation, government services, civic innovation, human centered design, design thinking, customer centricity, future strategy, strategic futures, designing for the future, innovation, strategy, research, prototyping, transportation, education, learning, government

Redesigning the Bagel

Why "sketching" with food will make you a better cook

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Articles

Here's an example: When I was working as a chef in fine dining, I set out to reinvent a classic—my all-time fave—the bagel, lox, and cream cheese sandwich.

My former boss, Chef Joan Roca, once told me that his most prized dining experience was when he ate the best version of a beloved dish:

"For me, there is nothing like eating the best bowl of spaghetti Bolognese I've ever tried—I don't care if you've come up with the most revolutionary dish made from watermelon and chicken feet, it just doesn't resonate in my memory banks like the familiar flavors of Bolognese do."

The process of reinvention or "deconstruction" is fairly common practice in the modern kitchen. Once you've deconstructed something, it unlocks myriad ideas. Here's what design thinking looks like in the kitchen, as expressed through a new version of the classic breakfast sandwich.

Chefs love to redesign classics. The bagel carries so many associations—all part of the fun.

1. DEFINE THE DESIGN CHALLENGE: REINVENTING THE BAGEL SANDWICH

Bagel, lox, and cream cheese immediately transports me to the kitchen table at my Nana's house on a Saturday morning. The flavors are classic, yet sophisticated; a perfect dish to deconstruct for a modern appetizer.

To help you play along, here's a brief definition of deconstruction in the chef's world. The concept, which was made famous by catalan chef Ferran Adria, is to reimagine the elements of an established dish in order to create something new. I love deconstruction because it allows me play with one of my favorite elements of cooking and eating—memory.

Like designers, cooks break the problem (or dish) down into its constituent parts.

2. DESIGN RESEARCH

The next step in recreating the bagel, lox, and cream cheese sandwich was to look into the origins and variations of the dish. I wasn't surprised to learn that the word "Lox" stems from the Yiddish word for salmon, “laks”. (There are Scandinavian roots, too, where fishermen preserved salmon in saltwater brine).

What I didn't know was that in 1869, the transcontinental railroad began transporting barrels of salted salmon—giving rise to its popularity in New York City, especially among the Eastern European Jewish immigrants who came over to the U.S. with a taste for cured and smoked fish.

As for the remaining ingredients: Bagels were first seen on the silk route in China, and then refined in Italy in the 14th century. My polish grandfather told me he used to buy "hard bagels with a huge hole" as a child in Radom, Poland. Capers came from Italy, cream cheese has roots in Britain, and tomatoes came from the new world.

So, none of the key ingredients to the sandwich come from New York City, but it was New Yorkers who put them together. The fact that the combo wasn't "old country" made me more relaxed about reinventing it—at least I knew that my version wasn't bastardizing some 1000-year-old dish, the dish itself had always been a food bastard.

I realized that in order to successfully transport myself back to my grandmother's kitchen table, I had to leave the core elements in their original, unadulterated form somewhere in the dish.

I looked at more than 50 restaurant versions and cookbook recipes for bagels, lox, and cream cheese. Then, I extracted all of the possible elements and techniques that went into the sandwich.

The ingredients included: lemon, lime, chili pepper, black ground pepper, white pepper, cayenne pepper, red onions, white onions, radish, avocado, cucumber, butter, cream cheese, capers, caperberries, olives, pickled scallions, hard boiled egg, chives, dill, tomato. I looked at the whole spectrum of preparations that were applied to each ingredient on my list: fried, scrambled, or hard-boiled eggs; raw, baked, or smoked salmon; pickled or marinated vegetables. There was an almost endless variety of combinations!

Organizing and reviewing the various ingredients and preparations helps to spark new combinations.

3. SYNTHESIS

I created a spreadsheet with the list of ingredients and techniques I'd compiled in my research. The lefthand column listed each possible ingredient; the middle column listed the traditional preparations for each ingredient; and the righthand column listed the options for modern techniques that could be applied in place of the traditional ones.

4. ITERATION (AND FAILURE)

I began to deconstruct the dish ingredient by ingredient, deciding if and how I was going to affect each preparation and presentation. Sometimes I chose dramatic changes like converting drops of lemon juice into an icy lemon granita or transforming smoked salmon into an aerated mousse shot from and ISI foamer. But I also used more common techniques: an alternative cut on a cucumber, dehydration of fresh onions to make chips and powder; crumbled and sautéed bagel in olive oil. Some ingredients were left untouched like the black pepper or some were simply substituted like using marinated cherry tomatoes instead of sliced tomatoes.

I prototyped 10 to 12 iterations of each ingredient before settling on a final version. Conceiving a modern version of the dish that triggered my childhood memory was a bigger challenge than I had imagined. The first 4 to 5 prototypes sacrificed flavor for fancy techniques. One of the versions I came up with was just a bunch of powders—terrible!

Finally, I realized that in order to successfully transport myself back to my grandmother's formica kitchen table, I had to leave the core elements—bagel, lox, and cream cheese—in their original, unadulterated form somewhere in the dish.

The final BLC, plated.

5. IMPLEMENTATION

My final version of the dish was a fluid mix of old and new: the presentation and techniques of the dish placed it strongly in the modern kitchen while the flavors remained old-world.

The final version included smoked salmon, toasted bagel, cherry tomato, fresh dill and Philadelphia cream cheese. It also featured smoked salmon rillettes; sieved egg whites and yolks; a Meyer lemon granita; dehydrated purple onions; powdered chives, powdered tomato, and powdered lemon zest (some of the powders made the final cut!); sweet, fried capers; cucumber ribbons, pickled shallots and nitro-dill cream cheese (cream cheese of the future).

When I sat down to enjoy the dish, I could almost hear my Polish Nana telling me, "Ess, mein shayna yingele, ess." (Eat, my beautiful child, eat.) And so I did.

Hi, I'm Danny, the culinary resident in IDEO San Francisco's Food Studio. I've been cooking professionally for many years, and now that I'm here, I've discovered that designers and chefs have a lot in common. We both sketch out initial ideas and then iterate quickly until the product is tasty and ready to consume.

Food
redesigning the bagel, food innovation, prototyping, experimentation

The Imagination Man

Q&A with Scott Barry Kaufman, who wants you to understand creativity

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What does the Imagination Institute do?

We are looking at how we measure imagination, so we can explore ways to increase it. The other part of our activity is studying how imagination plays a role in different fields. For this, we’ve been running events (like the one you attended) in which we gather leaders in domains such as education, futurology, psychology, physics, even comedy.

Why pull from different disciplines?

We want to understand what kind of mind is best suited for creating progress within these specific fields. The hope is that we could get some idea of how to develop that kind of imagination in schools. In the school system at the moment, it’s one-size-fits-all. But individual differences matter!

What would you teach, if you were trying to get more creativity into schools?

The value of personal expression. There are so many forces in our lives that put other people’s words in our head. But creativity research findings show how important it is to be able to insulate yourself, and not be contaminated by other selves. Often the best way we can help others is by developing our highest potentialities to their fullest, and schools are doing a pretty crummy job of that at the moment.

Business leaders want the outputs of creativity, but they often have an unconscious bias against creative behaviors and personalities

How do you continue to be inspired by others without losing yourself?

If you are secure in your sense of self, you can be open to new experiences. It’s the people who have the most fragile egos who are insecure and not creative because they are so scared that they could be wrong.

Tell me more about openness to experience. You mention that a lot.

Openness to experience is a personality trait that can be measured. It has been shown to be the number one predictor of creativity. To be creative, you need to constantly be growing. Openness allows that.

Who’s your psychology hero?

I am hugely interested in Maslow and the humanistic psychologists of the 50s and 60s. When they talked about creativity, they viewed it as the height of being. All these ideas are so relevant today, in our age of constant anxiety, with all the pressure to pay attention to other people’s goals.

What’s your take on creativity?

It’s a very vulnerable way to be—to be curious, and a little crazy.

Embracing the messiness of your mind.

Business leaders ask for creativity, but I think people are actually conflicted about what they really want. They want the outputs of creativity but they often have an unconscious bias against creative behaviors and personalities.

Want to know more about how to flex your creative muscle? Go buy Scott’s book, Wired To Create.

I came across psychologist Scott Barry Kaufman at an event hosted by the Imagination Institute, where Kaufman is scientific director. Before being locked in a room for two days to discuss the philosophy and psychology of education, all participants had their brains scanned in an MRI machine. Only later did I realize this was typical Kaufman: He’s made a career of fearlessly mixing hard science with culture to create fresh angles on a question IDEO asks on a regular basis: How can we all be more creative?

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the imagination man, creativity, education, learning, creative careers

The Power of Oops

Making art out of mistakes

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Articles

Two weeks ago, I was witness to such a moment myself. A colleague and friend, the imaginative Mr. Brown, was doodling a mob of amiable monsters and charming creatures with ink, a brush, and some paper.

Pretty, yes. Cute, maybe. But it was when he was cleaning up that he came across a real gem: With ink-stained hands, he scrunched some paper towel to mop up the inky mess. He dabbed the offensive blob, gave a little twist and twirl with the paper towel, and lifted his hand away.

Underneath shone a ravishing vortex which drew one’s imagination into its depths. Not one to shy away from allowing his imagination to wander, he kept twirling, twisting, and whirling.

A closeup of the result. Abstract Oopsterism.

Being the cheap bugger that I am, and living in a home filled with empty walls, when I spied these beauties I immediately requested if I could have one once he was done.

His inky booboos are now hanging at home—a prized possession.

Try this at home. Free, do-it-yourself art.

It goes without saying that some of the best ideas were borne from a fortuitous mistake: Alexander Fleming had his mold, Archimedes submerged himself in a bath, and Spencer Silver accidently created the perfect adhesive for Post-it notes (IDEO thanks you, Mr Silver).

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the power of oops, experimentation, testing new ideas, creativity, innovation

Need Feedback? Here’s 5 Ways to Reinvent the Focus Group.

Think dinner party, not two-way mirror

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To better understand the madness of the focus group, I decided to do a bit of research on how it came to be.

The story begins in 1938, when a psychoanalyst named Ernest Dichter left Vienna to escape the Nazis and headed for the US. When he arrived in New York, he made an interesting career decision. Instead of helping individuals understand their problems, he decided to offer his psychoanalytic services to corporations.

One of Dichter's first clients was General Mills, which had a problem with its Betty Crocker cake mix. Its food scientists had formulated a dry mix that required only the addition of water. Once placed in the oven, it miraculously blossomed into instant cake. But after a good start, sales flattened. The executives were baffled: The product was more convenient. Why weren’t the housewives buying it?

Dichter gathered groups of women and put them through exercises derived from Freud’s methods of probing the unconscious, including free association and Rorschach tests. He explored their feelings about relationships and their role in the family. And then he started asking them about cake.

What he took away from these sessions was that cake was more than just a sweet baked product. It was loaded with sexual symbolism. He was particularly fascinated by the ritual of the wedding cake, which featured the husband taking a long knife and plunging it into the white cake.

His conclusions, like a good cake, were multilayered. First, the cake was symbolic of the wife’s relationship to the husband, and so she felt guilty making it by just adding some water to powder. Second, the sexually charged nature of the cake meant that it had associations with fertility, even childbirth.

Ernest Dichter and a Betty Crocker ad from the 1950s that anoints cake as the great unifier—almost as good as make-up sex.

His solution to these complex issues was simple: General Mills should remove the powdered egg from the formulation, and instead require housewives to add their own fresh eggs.

It’s hard to know whether the executives were swayed by Dichter’s Sexual Theory of Cake, or whether they liked the fact that removing the eggs would save money. Either way, they took his advice. And, sure enough, sales soared.

In the following decades, Dichter imitators turned his methodology into a hackneyed formula, and the focus group lost its way. We wondered if we could bring emotion and surprise back with a 21st-century reboot of the technique. Here are the five principles we followed:

1. Break the mirror

Hiding in a dark room behind a two-way mirror distances you from the consumer. If you want to find out what makes people tick, get eye to eye with them in the room. If you find this uncomfortable, suck it up: Discomfort is a sign that you’re learning something.

2. Lose the clipboard

The dynamic of “moderator and participant” creates an authority relationship in the room, which can lead to participants saying what they think they are “supposed” to say. Try having the questions served up differently—such as pulling them at random out of a jar. People will share more when they feel they’re having a natural conversation.

3. Think dinner party, not jury service

The original idea of focus groups was to create an environment in which people encouraged each other to share their feelings. Today’s sessions are often stiff and with the same amount of social interaction you’d expect from people doing jury service. So, do whatever you can to create a warm social environment. In our recent experiment, we started the session with 30 minutes of improv exercises, run by a trainer from Second City.

4. Record video confessionals

When Dichter ran focus groups, he would make all the interpretations and deliver a report to the client. These days, the client needs to feel some empathy themselves. The best way to achieve this is video, but an intrusive camera lens can cause people to clam up. We solved this by running interviews using a hidden-camera technique pioneered by the documentary filmmaker Errol Morris (see below).

5. Talk about the why

All the clever methods in the world won’t help if you don’t have the core goal in mind: understanding the motivations behind human behavior. We live in an age of data: We have more information than ever before that will tell us what people are up to. But the greatest inspiration comes when you can form theories about the why. Despite being more than a half century old, the focus group is still one of the best techniques for achieving this.

The Errol Morris–pioneered "Interrotron" puts interviewees at ease by giving them the impression they're speaking to another human, not a camera lens.

Focus groups suck, right? Bored people sitting in front of a mirror, delivering canned opinions on demand. Everyone from Silicon Valley to Amy Schumer pokes fun at them. But it wasn’t always this way: When focus groups started in the 1950s, they represented an exciting new way to probe the emotions and motivations underpinning human behavior. How did they get so staid and safe?

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need feedback here's 5 ways to reinvent the focus group, need feedback, feedback, creative feedback, team collaboration

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.
Making things that matter
Consumer Products & Retail
Media & Entertainment
AI & Emerging Tech

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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Leader
Leaders
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.
Uncovering unmet needs
Consumer Products & Retail
Learning & Work
Media & Entertainment
Play
Public Sector

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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Leader
Leaders

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.

I love a good crit.
An inclusive, hands-on approach
Health
Learning & Work
Media & Entertainment
Public Sector
AI & Emerging Tech

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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Leader
Leaders

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.
Developing China-led innovation and capabilities'
Consumer Products & Retail
Food
Learning & Work
Industrial & Manufacturing
Episode image

Building a personal AI for the messiness of life: Sida Li

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Podcast
Podcasts

Most AI products today are built for work—a space with clear problems and established systems. One founder noticed a gap: personal life is messier, harder to systematize, and mostly left behind by the AI boom. So she built Cue, a personal AI that lives inside iMessage and group chats, to go where the other tools haven't.

In this episode, Becca Carroll, IDEO's Chief Strategy Officer, talks with Sida Li, co-founder and CEO of Shared Context Lab, about staying anchored to a human need while the technology around her keeps changing shape, why she treats her business model with the same rigor she'd bring to a product, and what it feels like to build a company at this particular, disorienting moment in AI.

The conversation also gets into how Sida makes design decisions: the language Cue uses to describe itself, the tradeoffs behind building inside iMessage instead of a new app, and a real story about a business idea that didn’t pan out.

This is the second in a two-part series profiling founders from IDEO's Startups-in-Residence program. The first conversation is with Johannes Seemann, founder of Sooner, on designing GenAI for the emotional side of money.

Health
AI & Emerging Tech
Technology
Learning & Work
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Designing GenAI for the emotional side of money: Johannes Seemann

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Podcast
Podcasts

Most personal financial tools are built to run the numbers and optimize towards a budget. While that works for some, most people experience money as a lived relationship that does not neatly fit into a spreadsheet. Johannes Seemann and Becca Carroll discuss why money is emotional before it is mathematical, and what a human-centered approach to building a generative AI financial product looks like in practice.

Health
AI & Emerging Tech
Technology
Financial Services
Learning & Work
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The curious leader's edge in uncertainty: Scott Shigeoka

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Podcast
Podcasts

Mina Seetharaman talks with Scott Shigeoka, author of Seek and Head of Curiosity Cultivation at the Eames Institute, about what distinguishes genuinely curious leadership from performative curiosity, how power dynamics shape curiosity, and why practicing curiosity can restore energy rather than drain it.

Learning & Work
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How constraints make us more creative: David Epstein

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Podcast
Podcasts

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.

Learning & Work
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