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.

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.

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.

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.

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

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.

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.

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!

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.

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.

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?

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.

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.

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).

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.

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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?

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.

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.

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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.

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.

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.

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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.

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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.

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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.

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.

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.

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.