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Arming a 19th-century company with a 21st-century digital venture

Swell enabled values-driven consumers to make informed investment decisions.

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Creative Capabilities
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Financial Services

For the socially-conscious, investing can be a tricky proposition. The same people who wish to vote with their wallets may find that their options for investment funds and 401K plans are rife with companies that violate causes they believe in. So far, there have been few options in the marketplace that give consumers the opportunity to put their money in financial products that not only cut out environmental and social offenders, but actually contribute to the well-being of the environment and society.

Dave Fanger, a financial professional, was determined to design a solution. He approached IDEO to help create a startup venture for socially-conscious investors. Pacific Life, a Fortune 500 financial services company and Fanger’s employer at the time, offered the resources to develop and launch the idea. The online impact investment platform gave consumers the opportunity to invest in high-growth industries that are addressing global, environmental, and social challenges. Swell rigorously screened companies for both impact and performance, so consumers could be confident that their investments were in line with their values.

A holistic approach

Embedded as core team members, IDEO designers worked alongside Swell’s founder to shape the company. In just one year, they went from an initial concept and prototype to an SEC-registered investment adviser with a fully developed business model, a digital platform with initial investors, and well-defined branding that set the look and feel of the values-driven company. The IDEO team helped to hire the initial team of employees, working to ensure that the fintech startup would have the creative talent it needed to operate post-launch, as well as a defined culture that would help it grow.

A new investment platform

From the outset, it was important for the team to build an innovative, digitally-fluent, and customer-centered platform to make it easy for investors to back causes they care about. Working in close collaboration with software development partner Carbon Five, Swell and IDEO committed to act nimbly, take risks, move fast, and ditch decks for prototypes. Understanding the motivations of the investor—their values and what drives their investment decisions—was key, so the team leveraged IDEO’s network to form a consumer council, which helped to quickly iterate and refine prototypes throughout the duration of the product development process. Having that core group involved every step of the way made it easy for the team to keep consumers at the center of the design and validate key decisions quickly.

Swell offered consumers portfolios of companies that work to solve some of today's biggest challenges. The six impact portfolios offered were: green tech, renewable energy, zero waste, clean water, healthy living, and disease eradication.

As of June 2019, Swell had attracted over 15,000 investors⁠—more than half under the age of 34⁠—and $35 million AUM. Nearly 40 percent of investors were making investments on a recurring basis.

Swell
Swell
Arming a 19th-century company with a 21st-century digital venture, voting experience, voting machine, accessible voting, Swell, financial services, fintech, financial innovation, digital transformation, digital experience, digital product design, UX design, venture design, new business creation, business model innovation, financial services innovation, banking experience, financial inclusion, how to launch a new business, how to design a digital product, innovation, product design, prototyping, product development, startup, transformation, new revenue streams

For kids, a new tactile way to learn coding

Helping Google design a set of blocks that can be arranged to code almost anything.

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AI & Emerging Tech

Learning to code isn’t just about knowing symbols and syntax—it can help unlock kids’ imagination by inspiring them to build new things and interact with everyday objects through discovery and play.

With that in mind, Google Creative Lab came to IDEO to help with user experience and product design on their new coding tool for children. The result of the collaboration, Project Bloks, is a simple and interactive experience that teaches kids how to code using physical blocks. This establishes a new paradigm for learning computer science: it takes a language typically only understood through screens and keyboards, and makes it tangible.

Project Bloks was also designed as an open hardware platform, enabling developers and educators to build tangible programming applications that are innovative, educational and fun.

Kid-centered design

From the very beginning, how kids physically play and learn were at the center of the project. Designers quickly iterated using sketches, foam core, paper, Play-Doh, and 3D-printed models to see how slight changes informed children’s experiences. Understanding what deepened kids’ engagement, increased their curiosity and changed their behaviors drove the language, taxonomy, architecture, and physical form of Bloks.

Because play and physical building is an important way in which many kids develop skills, designers began with a set of blocks and sought to help them discover coding through tangible objects. Each block was given a specific function and shape, guiding kids to arrange, combine, and rearrange the blocks to create commands and control things like robots or speakers in the real world. Children could also create block patterns together by physically building on each other’s ideas.

An inside look at the design process. Video by Google.

Designing for early learners also forced the team to rethink how a new language could be taught. An early version of the blocks was based on how programmers typically code, from top to bottom. However, the team quickly realized that the orientation had to be driven by the child’s natural instincts. Given young children are just learning to read from left to right, designers observed that the switch in directions was too confusing and changed the arrangement of Bloks commands to go left-right in addition to top-bottom.

The final outcome of Project Bloks was an interactive coding kit comprised of three key parts - pucks, baseboards and a brainboard. The puck is a critical component that controls a command, whether it’s an on/off switch or the ability to move in a particular direction. It’s the piece that enables children to move from words to the world of graphics and play. The puck is easy to produce and can take an unlimited range of forms and functions, enabling the Bloks system to scale.

The baseboard reads the puck’s instruction and is activated when a puck is placed on top. The brainboard provides the power and connectivity. When hooked up to a baseboard or a chain of baseboards, the brainboard sends the instructions—turn left, jump, get louder—to a connected object, like a rocket or a speaker.

The boards can be rearranged, sequenced, and packaged however kids like, opening up a vast realm of possibilities. Children can code anything from a toy robot drawing a shape on a piece of paper, to a sensor turning on a fan when the temperature gets too high.

Designing and engineering Bloks from scratch.

Enabling innovation for education

Beyond a tangible coding kit, what makes Bloks unique is that it’s an open platform. Educators, developers, and designers can build on it to accelerate new ways of teaching and exploring tangible programming. The platform can fit into various curriculums around the world. The pucks can take on different shapes and graphics. The material used can be fabricated by 3D printing.

The Bloks platform is a new vernacular that allows kids to interact with the language of code in a way that’s less prescriptive and more open-form, like a sandbox. And the more kids play with Bloks, the more opportunities they discover for what they can create with a little bit of code.

Google Creative Lab, London
Google Creative Lab, London
For kids, a new tactile way to learn coding, robotics, human robot interaction, Google Creative Lab, London, technology innovation, digital products, education innovation, learning experience, future of work, AI, artificial intelligence, emerging technology, design for children, family experience, youth experience, innovation, user experience, product design, education, learning

Helping students navigate college and beyond

Creating a digital experience to support first-generation college students.

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For students who are the first in their families to pursue higher education, navigating college can often feel like navigating a foreign country. Challenges like not having enough money or poor access to support services can make graduating an insurmountable hurdle. In fact, only 55% of these students in the United States end up completing their degrees.

To help change this statistic, IDEO partnered with Beyond 12, an organization that provides personalized, virtual coaching to first-generation college students to help them learn how to register for classes, apply for financial aid, and much more. The challenge was to scale Beyond 12’s successful coaching model using technology in order to benefit as many students as possible.

In 2014, IDEO designed the MyCoach app, with the goal of helping students take ownership of their education and feel in control of their future. After the early version of the app was named as a finalist in the prestigious Robin Hood Foundation College Success Prize, Beyond 12 piloted the product with 3,500 college students across the US. Following the pilot, Beyond 12 and IDEO went back to work, using the resulting insights and data to design the next evolution of MyCoach.

First and foremost, IDEO sought to develop a more flexible model for Beyond 12 to enable scalability of the offering. As some students need more support than others, a blended business model was envisioned to recognize the spectrum of students’ needs. Engaging in-app content forms a supportive layer that helps students get organized, stay on track, and learn the skills they need to stay in college, while students who need more hands-on assistance can connect directly with coaches. An invisible data layer works behind the scenes to assess student risk and dynamically tailor student support throughout the school year.

Once the app’s model was solidified, creating a user experience that compels students to use it became essential to its efficacy. Growing up with technology has reshaped how many students engage with the world, and tools like Snapchat have set a new dynamic for participation. Youth today are the masters of their own digital worlds, fluidly jumping between conversations, engaging with stimulating content and contributing their own perspectives. As a result, MyCoach needed to speak students’ language and to create content that was authentically youthful and effective in order to be effective. By drawing inspiration from popular social sites, digital experiences and games, the team designed a user experience that keeps pace with a digitally native state of mind.

IDEO Designer, Isabela Sá explains the approach that led to MyCoach’s design and content strategy, “We created an app that makes no distinction between content and utility. We borrowed the content-first approach of social apps like Snapchat and Instagram and used it to teach students the skills and strategies they need to graduate. With that, the digital experience became more human. The intricate system that we had designed to power the whole thing was hidden below the surface. For students, the app was just the means to learn how to help themselves and get in touch with a coach when they needed one.”

Development is underway for the next version of MyCoach, which will allow Beyond 12 to scale its offering to reach exponentially more students in need.

Beyond 12
Beyond 12
Helping students navigate college and beyond, Beyond 12, digital transformation, digital experience, digital product design, UX design, education innovation, student experience, future of education, how to design a digital product, innovation, strategy, user experience, product design, transformation, education

Redesigning how Coca-Cola works, plays, and profits

Designing for Coca-Cola’s 2020 vision strategy.

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Learning & Work
Consumer Products & Retail

Coca-Cola is one of the world's most iconic brands. More than 5,000 people work at its global headquarters in Atlanta.

Back in 2010, Coca-Cola found itself at a major crossroads. As the company grew, it became clear that in order to stay competitive, any kind of campus renovation would have to take into account a vision of the future of how people work at Coca-Cola. Before the company hired architects, they came to IDEO to help design this important part of their 2020 vision strategy; ultimately the redesign would change the way the company works, plays, and profits.

Imagery courtesy of Coca-Cola, Gensler, and IDEO

The Coca-Cola Company
The Coca-Cola Company
Redesigning how Coca-Cola works, plays, and profits, The Coca-Cola Company, education innovation, learning experience, future of work, consumer products, retail, consumer experience, retail innovation, innovation, strategy, education, learning

Designer’s Playlist #3

A few things IDEO San Francisco's Andrea Oh can't stop thinking about

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Name: Andrea Oh
Location: San Francisco
Role at IDEO: Front Desk Concierge, Experience team. Steward of magical work-life experiences. Gatekeeper of the guest Wi-Fi. (She guards it with a Gandalf staff made out of Twix chocolate).
Joined IDEO: August 2015
Instagram: @fermdaza
Titillating Fact: Matcha is my life! For someone who doesn’t drink coffee, a dose of matcha powder mixed in with water in the morning is my saving grace.

Album cover for "The Suns Tirade" by Isaiah Rashad.

1. Isaiah Rashad: "The Sun’s Tirade" (2016)

There are a couple albums I’ve been gravitating towards in the past month, but the one that’s been in constant rotation—and I mean constant—is the debut release of Top Dawg Entertainment-signed rapper Isaiah Rashad, The Sun’s Tirade. His earnest, poetic musings on butter-smooth production make for perfect late-summer listening. Roll the windows down while you’re at it.

Andrea's Pyle-Pro PTED01.

2. Drumming around with Pyle-Pro PTED01

I used to take drum lessons when I was younger and regrettably fell out of the habit of playing as I got older and distracted by high-school-Andrea things. I’ve had an itch to take it up again so I recently just purchased this electronic drum kit to practice exercises and learn new grooves and fills (YouTube tutorials are your friend). I don’t have the space to house a real set and classes in the city are steeper than I can afford, so this is a good alternative to keep that itch scratched.

3. Warsan Shire

I’ve been reaching a lot for Warsan Shire these days. She is a Somali-British writer, activist, educator—and one of my favorite female voices in contemporary poetry. She explores themes ranging from love, sexual violence, religion, war, displacement, and the immigrant experience. Her words are often sharp and unapologetic. I love that her writing is a celebration of womanhood and the female body, as well as a tribute to Somali culture and her ancestry.

Watch: Warsan Shire reads her poem “Conversations About Home (at the Deportation Centre)” from Teaching My Mother How To Give Birth.

Header image by Markus Spiske.

In this series, we ask IDEO designers to share the stuff they're digging right now—tools, books, music, sites, people, places—so you, too, can drink from the fount of inspiration bubbling up here. This week's guest star: Andrea Oh.

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designer's playlist 3, music, creativity, creative confidence

5 Ways to Get Creatively Inspired Before Breakfast

Kickstart your day with these creative exercises

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1. Free Writing

Creativity manuals like the Artist's Way talk about the power of the "Morning Pages"—a ritual in which you start writing just after waking up, and bang out some prose before your conscious, self-critical self has fully come online. Conveniently, there's an app for that. Flowstate is a word processor with a twist: You set a timer, then write until it dings. If you hesitate for more than a couple of seconds, the app will delete everything that you've put down so far. Although it sounds like torture, the app can actually help you let go of editing and enter a state of uncritical flow.

2. Phone Denial

Before going to bed, move your phone charger to another room. Then, put a pencil and paper in its place on your nightstand. Now, when you wake up, instead of looking at Google News or Facebook, write down some thoughts that are related to how you're feeling, what is important for you, and how you're going to make a creative impact today. If that feels too involved right after waking up, draw a picture of something instead. Either way, don't let yourself get distracted by your phone until you've engaged your creativity.

3. Disposable Poetry

When Kurt Vonnegut was 84, he received a letter from a high school student, asking him to visit his school. The writer refused, claiming that he was now so old that he now "resembled an iguana." Instead of visiting, he sent a letter that contained a creative exercise. "Write a six-line poem, about anything, but rhymed. No fair tennis without a net. Make it as good as you possibly can." Then, Vonnegut said, the poem was to be torn up and discarded. "You will find that you have already been gloriously rewarded for your poem. You have experienced becoming, learned a lot more about what’s inside you, and you have made your soul grow." As a tribute to the great Mr. Vonnegut, try his ritual every morning.

4. Creative Collaging

Collect any old magazines or catalogues lying around your house. Leaf through them and cut out any interesting pictures or headlines. Assemble these into a collage. Take a photo of the collage and post it to Instagram, Facebook, or whatever social media site you use. Doesn't that feel better than posting a picture of yourself playing with your dog, or the avocado toast that you had for breakfast? Of course it does. You just stepped away from the ordinary world for a moment and created something original. For bonus points, download the Boomerang Gmail extension, and you can email your pictures to your future self—in a month or even a year. Think of it as a way to remind future you to stay creative.

5. Walking and Observing

Everyone from Beethoven to Steve Jobs relied on the inspirational powers of a walk. Neuroscience backs up their belief: A walk will remove you from the distractions of conversations and technology, freeing the mind to explore new associations between the ideas already in your head. Why not skip breakfast altogether and walk to work? Look around as you do so, and see if you notice anything unusual or surprising in the environment. Take a gander at other people too. Try to put yourself in their shoes, and imagine what they're thinking or feeling. Remind yourself that everybody sees the world differently, and that this kaleidoscope of human perceptions and viewpoints is a wonderful thing. Remember that inspiration is all around you—you just have to stop occasionally to breathe it in.

Illustrations by Megan Crabtree.

Benjamin Franklin used to spend his mornings naked. Sigmund Freud would trim his beard. Marcel Proust smoked opium. There are many ways to start the day in a creative frame of mind. If you want an alternative to being nude, beardy, or high, here are some of our favorites.


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5 ways to get creatively inspired before breakfast, creativity, creative confidence

Calling All Lovers of Music and Bad Puns

We designed this post for you

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This post is a source of parody and is for entertainment, education and commentary purposes only.

You may have heard: Designers like fonts. They dream in Helvetica. Letterforms may play as central a role in a designer's life as their favorite bands. Knowing this, our Tokyo studio threw an event called "PLAY - Creativity at The Intersection of Design + Music." We needed posters to promote it, and asked ourselves: How might we bring music and design together? The exercise quickly devolved into a competition for who could come up with the worst font-band pun. There's a slim overlap in the venn diagram of people who appreciate both Frank Zappa and Zapf Dingbats, but that is exactly who we were aiming for. Got your own #ideobandfont? Do share.

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calling all lovers of music and bad puns, creativity, music, play

Why Getting Mortified Can Make You a Better Designer

What our designers do after hours

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What was the spark?

I’m the type of person who always has a plan B. For my entire working life, I’ve had a side hustle. It made perfect sense to me, then, that in 2006, while I was working as the Chicago editor of Flavorpill, I’d accept the challenge to be a local producer for Mortified, a grassroots comedy show started by Dave Nadelberg in Los Angeles five years earlier. Even though, at that time, I was more comfortable behind a laptop than on stage, the show’s premise — everyday people reading their childhood diaries in front of a live audience — had everything I liked in comedy and storytelling: It was awkward, cathartic, redemptive, and totally relatable to anyone who was once a kid. It turned regular people into comedy stars. I jumped at the chance.

Fulfilling childhood dreams is part of the fun. Here, Eden Riegel, a soap opera star, Skyped in to surprise one of our performers on stage.

Most memorable Mortified moment? (Say that five times fast...)

For this year's Valentine Schmalentine show, we surprised one of our favorite performers, Kerstyne Kromer, by inviting her childhood celebrity crush Eden Riegel to Skype in and read the part Kerstyne had created for her in one of her childhood soap operas. In the early 2000s, Eden played Bianca Montgomery, the first openly lesbian character on All My Children. Watching Bianca's struggles on daytime TV helped Kerstyne eventually come out to her family and friends. Kerstyne almost passed out from happiness.

As a Mortified producer, I dig through people's childhood diaries to unearth funny stories from their past.
For a decade, my friends and I have been "sharing the shame" in Chicago.

What keeps you going?

We just celebrated Mortified Chicago’s 10th anniversary, which is astounding to me. I never thought we’d be around this long, or that I’d still be co-producing six Mortified shows a year at big venues like Lincoln Hall and The Promontory while working at IDEO. (Or that Mortified, which is now 15, would expand into books, a podcast, a TV series, a film, etc.) What energizes and inspires me is meeting new people and helping them unearth long-lost stories from their childhood. It’s an incredible privilege to have total strangers open up to you and tell you amazing and sometimes painful stories from their past. The night of the show, I love to sit in the A/V booth, hear the waves of laughter, and watch as the audience falls in love with our performers. It’s immensely gratifying to know I had a hand in making that moment possible.

For a decade, my friends and I have been "sharing the shame" in Chicago.

What lessons from your after-hours project do you bring into your day job?

Three things immediately come to mind: I’m a better listener, I’m more empathic, and I’m a stronger storyteller. Human-centered design is all about having empathy for the end user in order to design a more desirable product, service, or fill in the blank. I also draw on many of the same techniques I use on our performers to help our designers prep for big client meetings and public speaking opportunities. Although, in the case of IDEOers, I hope nothing about their experience will be mortifying.

Annette Ferrara has been publicly embarrassing people for a decade. As a producer of Mortified, a live comedy show, she spends nights and weekends coaching people on how to get up on stage and read from their deeply personal, purple-prosed, and yes, mortifying childhood diaries. We asked her about the side project, and how it has influenced her work.

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why getting mortified can make you a better designer, children, design for kids

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
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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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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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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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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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