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A return to simplicity with a bottled tea brand

Bringing the grounding and authenticity of tea culture into the rhythm of modern life.

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Case study
Case Studies
Breakthrough Products
Food

Master Kong (known internationally as Tingyi Holding Corporation) is number one in market share in both instant noodles and ready-to-drink teas, with over $10 billion USD in annual revenue. While China has a rich tea culture, most sugar-free bottled tea on store shelves markets itself as “healthy” and “tasty.” Wanting to set itself apart from the competition by uncovering new consumer needs, Master Kong reached out to IDEO. Together, Master Kong and IDEO immersed themselves in modern Chinese tea culture and built a new, premium, sugar-free bottled tea brand that resonates deeply with contemporary tea drinkers.

During research, the combined IDEO/Master Kong team took a two-pronged approach to uncovering new opportunities: industry exploration and consumer research. The team visited various tea-related businesses, from traditional tea houses to modern beverage shops, as well as “third place” tea spaces outside of home or work. They also conducted in-depth, in-home interviews with consumers with various levels of interest in tea, delving deeply into their daily routines to better understand their lifestyles and any emotional or functional needs related to tea.

The team discovered that the essence of Chinese tea culture resonated with contemporary consumers’ longing for authenticity, simplicity, and physical rejuvenation in their fast-paced lives. This insight presented a unique opportunity for Master Kong. Instead of positioning its new sugar-free tea brand as merely a “healthy alternative” to other beverages,  it could spark a meaningful connection to tea culture, seamlessly integrating into various moments of modern life.  

Armed with this insight, IDEO designers and dozens of Master Kong beverage team members participated in a series of immersive, hands-on tea innovation workshops. Teams of experts from R&D, marketing, supply chain, and other company departments temporarily set aside their job titles to explore, iterate, and refine dozens of new tea concepts that were commercially viable, feasible for mass production, and aligned with consumer needs. The cross-departmental collaboration allowed for a broad mix of perspectives, experiences, and expertise, enriching the innovation process.

The co-creation sessions led to a new sugar-free tea product and flagship brand called Cha De Chuan Ren (“Descendants of the Tea”), which celebrates fine, origin-sourced tea and the passion and dedication of tea farmers. The novel concept resonated strongly with consumers and was validated during subsequent rounds of quantitative market testing, ensuring its relevance and market potential.

Cha De Chuan Ren launched with two signature flavors: Tieguanyin (green tea) from Fujian and Pu’er (black tea) from Yunnan. The unique mottled bottle design pays tribute to traditional handcrafted glass containers and the handiwork of tea farmers. The tactile paper label, which features Jia Ma-inspired woodblock illustrations of local tea fields and tea farmers’ hands, nods to the artisanal craft of tea making and the source of the tea inside.

“Descendants of the Tea” debuted on Tmall in April 2024. It claimed the top spot on the commerce site’s Tea Beverage V-List in August and September. Offline, it launched in FamilyMart convenience stores in May and has since expanded nationwide. The new brand received a 2024 Red Dot Award for “Brands & Communication Design.”

“We are honored to collaborate with IDEO, a global leader in innovation, as our strategic partner. ‘Descendants of the Tea’ is not just an exceptional product but also a tribute to the rich heritage of tea culture. Only by continuously integrating culinary traditions with innovation can we sustainably meet consumers’ true needs.”

Richard Chen
CEO, Master Kong (Tingyi Holding Corporation)

“Innovation is incredibly fragile. If even one leader is unsupportive or hesitant, the culture of innovation can collapse. I always encourage my team to take risks, as long as they’re not high stakes. After all, what’s the worst that can happen? At the very least, we’ll have a fair chance at creating something new.”

Wei Hong-Chen
Chairman of Master Kong Beverage Holdings Co., Ltd.

Sugary bottled teas were once very popular in China. Today, rising consumer demand for healthier beverage options has expanded the market for sugar-free tea.

#1

on Tmall’s Tea Beverage V-List, August- September 2024

2024 Red Dot Award Winner

for Brands & Communication Design
After nearly two sluggish decades, China’s ready-to-drink sugar-free tea market is finally flourishing, fueled by growing consumer demand for healthier lifestyle choices. According to forecasters, the category will surpass 10 billion Yuan ($1.37 billion USD) in the next two years. Master Kong, a leading food and beverage company in China, recognized an opportunity to design and develop a breakthrough tea product that would build on its deep R&D expertise and appeal to mainstream health-conscious consumers. As the industry giant embarked on a brand innovation journey, it reached out to IDEO for help.
Building on China’s storied tea culture, Master Kong and IDEO design a breakthrough contemporary bottled tea brand.
Master Kong crafts a modern sugar-fee bottled tea brand inspired by traditional Chinese tea culture.
Master Kong
Master Kong
A return to simplicity with a bottled tea brand, tea, tea packaging, tea brand, instant noodles, food product innovation, Master Kong, food innovation, food and beverage, brand strategy, brand design, brand identity, brand experience, product design, industrial design, new product development, healthcare design, digital health, patient-centered care, food experience, food systems, future of food, innovation strategy, business innovation, design innovation, how to innovate, understanding user needs, how to build a brand, innovation, strategy, research, customer research, customer needs, product development, sustainability, healthcare, changing consumer behavior

A luxury water bottle takes precision engineering to the extreme

Elevating the everyday with next-level design.

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Case study
Case Studies
Breakthrough Products
Consumer Products & Retail

Twenty years ago, carrying a single-use plastic water bottle was a status symbol—no more. Growing awareness of the negative environmental impact of plastic pollution, combined with the adoption of healthier lifestyles and social media influencer trends, has made reusable water bottles “it” accessories for on-the-go consumers. While brands such as Stanley, Yeti, S’well, and Hydro Flask own the under-$100 market, fashion brands such as Louis Vuitton, Chanel, Dior, and Prada have etched out a new and growing market for high-end bottles that appeal to discerning, trend-conscious young people looking to perfect their hydration habits.

Spotting an opportunity to disrupt the predominantly utilitarian water bottle market, Steinmann partnered closely with IDEO, tasking the team with developing an industrial design that perfected the tactile and sensory user experience, from drinking and carrying to disassembling and cleaning thoroughly. The collaboration deepened over time, with Steinmann and IDEO working together to develop the high-level engineering concept, the OKAPA logo mark, and packaging ideas.

Key user-centered features of the OKAPA bottle include a medical-grade German borosilicate glass interior for superior taste of hot or cold beverages with no lingering odors; a Swiss-engineered thermoplastic lockable and leak-proof tilt cap that can be easily operated with one hand when driving or doing other activities; and an ergonomically shaped mouthpiece for a pleasurable drinking experience. Precision-engineered for maximum longevity, the inner glass bottle is suspended via a shock-absorbing system inside a bead-blasted, extruded, and anodized aluminum outer shell. Eight modular parts come apart easily for either a quick or thorough cleaning.

At its core, the OKAPA bottle elevates an everyday ritual through meticulous design and uncompromising engineering. Launched in January 2025, the new bottles are available in eight contemporary colorways curated by renowned color and materials specialist Beatrice Santiccioli (BSD), including Misti Pinku, Goldie Samba, and Fetishe Noir, among others.

In the US, the reusable water bottle market is estimated to increase from $10.2B in 2024 to $14.1B by 2031, with 69 percent of Gen Zers owning at least one. Customization trends, such as personalized design and branding, are anticipated to boost the market, ripe territory for disruptive startups such as OKAPA. (Persistence Market Research)

Once a practical accessory for hikers and outdoor enthusiasts, reusable water bottles have gone mainstream. Yet none check all the boxes in terms of purity of taste, hygiene, durability, functionality, and beauty.

8

modular pieces ensure hygienic cleaning is quick and easy

100%

recyclable materials in each bottle
In the early aughts, IDEO partnered with renowned Swiss manufacturer Zyliss—and its then CEO Hardy Steinmann—to design over 25 best-selling kitchen tools. The tools were successful because they were not only well-designed and hard-working, they were beautiful objects that were a delight to use. Fast forward to 2015, when high-end reusable water bottles became must-haves for fashionable young people, Steinmann, now the founder of OKAPA, a reusable bottle startup, reached out to IDEO with a new brief and an elegant Japanese travel-sized perfume bottle as inspiration. The goal was to design and engineer a high-performance water bottle using premium, medical-grade, recyclable materials to deliver unparalleled product excellence for sophisticated consumers, making it an aspirational luxury item for Gen Z and Millennials.
OKAPA and IDEO create a luxe water bottle that pushes design and engineering to the extreme.
OKAPA launches a luxury accessory for health- and trend-conscious Gen Z.
OKAPA
OKAPA
A luxury water bottle takes precision engineering to the extreme, single-use plastic, plastic bag waste, water bottle design, premium product design, OKAPA, consumer products, retail, consumer experience, retail innovation, brand strategy, brand design, brand identity, brand experience, packaging design, product packaging, packaging innovation, product design, industrial design, new product development, venture design, new business creation, business model innovation, user research, customer research, consumer insights, healthcare design, digital health, patient-centered care, how to launch a new business, how to build a brand, innovation, strategy, user experience, research, product development, startup, healthcare, what do customers want

Brand as a conservation strategy

The Cornell Lab of Ornithology unites as “One Lab,” galvanizing a conservation movement.

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Case study
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Creative Capabilities
Breakthrough Products
Learning & Work

The Cornell Lab of Ornithology’s mission is to interpret and conserve the earth’s biological diversity through research, education, and citizen science. Over its 110-plus-year history, its offerings grew to include everything from a quarterly magazine, popular websites and apps with millions of users (Merlin, eBird), partnerships with outside organizations, and the world’s largest database of photographs and audio recordings of birds. This abundance is a testament to the passionate enthusiasm of its employees. Still, it confused potential members and led to siloed internal efforts, preventing the Lab from advancing its urgent collective vision. “Birds and biodiversity are in peril,” said Executive Director Dr. Ian Owens. “We must take radical action with a coherent vision, united voice, and purpose.”

A responsive design showcase of the Cornell Lab website displayed on a laptop and a smartphone. The laptop shows a homepage with a bird and whale image and the tagline "Together, We Can Make a Difference," while the smartphone displays a mobile-friendly layout of the same content.

IDEO began by helping the Lab better define its audience. While primarily composed of people passionate about birds, IDEO discovered its larger audience was nature lovers interested in biodiversity, bioacoustics, conservation, and science. From there, IDEO created a brand strategy and architecture focused on helping the Lab streamline its efforts under the “One Lab” brand. The brand architecture visually articulated the relationship between Cornell University, the Cornell Lab of Ornithology, and the Lab’s many products and offerings. IDEO designed a comprehensive brand identity system to work across mediums, including a simplified logo system, new colors, type, graphic language, voice and tone, and key messaging.

A series of mobile app screens for the Cornell Lab's Merlin Bird ID app. The screens show bird identification tools with photos, species information, and options to listen to bird calls.

When the Lab’s design team began implementing the new branding elements across its website and many digital products, it became clear that the organization also needed IDEO’s help in creating tools to facilitate cross-department collaboration. To better understand the day-to-day nuances of the organization, IDEO designers worked out of the Lab, co-creating a brand activation playbook. The playbook, launched in 2023, contains recommendations for new cross-functional working groups (partnerships, visual identity, and brand voice), as well as exercises and interactive tools designed to build trusting relationships, gain alignment, foster collaboration, and manage change at scale.

A series of mobile app screens for the Cornell Lab's NestWatch app, providing guidelines for monitoring bird nests safely and ethically. Illustrations accompany the text, with bright and clean designs on a lime green background.

Post-collaboration, the Lab has applied the new brand across its website, apps including Merlin and eBird, Living Bird magazine, email and newsletter templates, and its line of merchandise. A new internal brand guidelines site has become central to employee onboarding, while new working groups are helping to bring down barriers between teams and spur collective action. Like a flock of birds, the Lab now sings one collective song.

The Cornell Lab’s 300+ scientists, professors, staff, and students were passionately dedicated to their individual team’s unique conservation projects, but segmented internal systems could stymie their collective impact.

1 brand

unifying 300+ employees and 8 departments
North America has lost more than three billion birds over the past 50 years, a precipitous decline that sounds an alarm about the planet’s health. The century-old Cornell Lab of Ornithology was uniquely positioned to reverse this trend of biodiversity loss by mobilizing a movement of 100,000+ citizen scientist members and more than 300 employees, including world-renowned conservation scientists. To have a greater impact, however, the institution needed to unify its many research and participatory science endeavors—and the efforts of numerous internal teams and initiatives—under a single, compelling brand. Working closely with Lab leadership, IDEO created and activated a comprehensive brand strategy and visual and verbal identity, making the Lab's disparate efforts more understandable to the public and uniting its employees under “One Lab.”
The Cornell Lab of Ornithology builds collective action to stem biodiversity loss, bringing conservation scientists together under “One Lab.”
How the Cornell Lab of Ornithology is amplifying conservation efforts through its brand.
Cornell Lab of Ornithology
Cornell Lab of Ornithology
Brand as a conservation strategy, Cornell Lab of Ornithology, education innovation, learning experience, future of work, brand strategy, brand design, brand identity, brand experience, creative leadership, leadership development, user research, customer research, consumer insights, co-design, participatory design, community engagement, systems thinking, systems design, service ecosystem, healthcare design, digital health, patient-centered care, civic design, government innovation, citizen experience, employee experience, workplace design, team collaboration, understanding user needs, how to build a brand, innovation, strategy, research, leadership, creativity, healthcare, education, learning

Charting a bold educational future

Ascend Public Charter Schools designs a “grown-up” vision for its young educational network.

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Case Studies
Strategic Futures
Learning & Work

Founded in 2008, Ascend Public Charter Network prides itself on providing “rich, joyful learning experiences that unlock lives of boundless choice” for its students, 93 percent of whom identify as Black or Latinx. The organization is also proud of being Black-led: 78 percent of staff and 80 percent of the executive team are people of color. Using co-design and joy, IDEO held a mirror up to Ascend’s core optimistic spirit during a moment of anxiety and change, helping its new CEO, staff, students, and parents reflect a dynamic, collectively imagined vision.

While the project’s goal was serious, the combined team centered the collaboration on bringing back fun, beauty, and imagination to those who could use it most: educators. Through engaging interactive activities, the IDEO team invited principals, PTA members, student council representatives, and board members to join “organizationally sanctioned play” moments like creating collaged vision boards and writing poems about Ascend’s impact. These interventions helped burned-out educators escape the day-to-day tasks of running schools and dream expansively about Ascend’s future. The team also solicited written, visual, and audio stories, asking community members to describe Ascend at its very best.

Stitching together submissions from 551 students, 75 parents, and 16 staff members, the co-design sessions resulted in a powerful new purpose, mission, and values, as well as a vibrant visual language and activation tools to bring Ascend’s vision of a “dope,” “unapologetically Brooklyn” charter network to life. The joyful, eye-catching visuals are embedded throughout its 17 Brooklyn schools, staff recruiting and training materials, and digital presence.

Shortly after the collaboration with IDEO, Ascend received an unsolicited  $11 million donation from MacKenzie Scott's foundation, Yield Giving, the most significant gift the then-14-year-old institution had ever received. The pivotal funding will allow the organization, with its bold new “grown-up” vision, to focus on becoming the school of choice in Brooklyn by 2027.

In the summer of 2021, one in four K-12 teachers was ready to quit. Pandemic stressors and increased curriculum scrutiny were to blame, according to a 2021 Rand Survey.

In 2022, 44% of K-12 workers reported burnout, the most of any US professions the time, according to a Gallup Poll.

Pandemic exhaustion and leadership turnover left Ascend’s new CEO eager to align staff around an exciting new vision.

$11M grant

Ascend received an $11M grant from the MacKenzie Scott Foundation a few months after the collaboration

1 collective vision

to guide a network of 17 schools

Summer 2021 wasn’t a vacation for K-12 teachers. After a year of navigating pandemic upheavals, 44 percent of elementary and high school teachers reported burnout, the highest rate of all professions in the US, according to a 2022 Gallup Poll. Meanwhile, a 2021 Rand Survey found that one in four teachers were likely to quit, compared to one in six pre-pandemic. Black and African-American teachers were particularly likely to leave the profession, threatening an already strained teacher supply. At Brooklyn’s high-performing Ascend Public Charter Network, the largest charter school network in the borough with more than 6,000 students, burnout and exhaustion were compounded by a leadership transition at the top. The pivotal moment inspired Ascend’s incoming CEO, Recy Dunn, to ask for IDEO’s help in “figuring out who we want to be when we grow up.” Together, IDEO, Ascend leadership, and the larger Ascend community co-designed a new purpose, mission, cultural values, and vibrant visual language, empowering the network to chart a joyful, energetic, and unified new course for itself.
Ascend Public Charter Schools’ turns the page on pandemic burnout and organizational change, designing a dynamic, joyful future.
How Brooklyn’s Ascend Charter Schools designed a bold, joyful, and impactful future for itself.
Ascend Public Charter Schools
North America
Ascend Public Charter Schools
Charting a bold educational future, Ascend Public Charter Schools, education innovation, learning experience, future of work, creative leadership, leadership development, systems thinking, systems design, service ecosystem, student experience, future of education, employee experience, workplace design, team collaboration, future strategy, strategic futures, designing for the future, innovation, strategy, co-design, research, leadership, creativity, education, learning

Designer’s Playlist #4

A few things IDEO Chicago's Ben Syverson can't stop thinking about

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Articles

Name: Ben Syverson
Location: Chicago
Role at IDEO: As a senior software designer, I apply an interaction design lens to software development (or vice versa?) to take our prototypes further faster. Our development needs are as diverse as our projects. Lately, I've been helping our team prototype concepts for the operating room using VR.
Joined IDEO: 2014
Instagram: @bensyverson
Titillating Fact: I've always been into typography, and after I joined IDEO, I started drawing letters after work. It's very meditative! Before I knew it, I had designed two large type families. Unbeknownst to my fellow IDEOers, I've been able to sneak those typefaces into every one of my IDEO projects, in some form or another—from wireframes and prototypes to client presentations.

1. Unison

Unison is a textile design company that I really admire. They often collaborate with local artists and designers, and I just love their taste and sense of style. Unison has a great little store here in Chicago, and a beautifully shot catalog that my wife and I absolutely pore over.

2. Rotring Rapid Pro

My Rotring Rapid Pro lead holder is my security blanket. I take it everywhere. It's mostly brass and steel, giving it the satisfying weight and premium feel of a classic Leica. The 2mm lead can give you fine marks or subtle shading, and can stand up to more pressure than thin leads. I bought two Rapid Pros, in chrome and matte black, because YOLO.

3. John Sheppard

I recently learned that my friend John Sheppard quit his job as an art director at the Wall Street Journal to fully focus on his gorgeous ceramic work, and I couldn't be happier for him. He has this amazing way of subverting the clean minimalism of his geometry with organic cutouts, intricate textures, and unexpected surfaces.

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: Ben Syverson.

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designer's playlist 4, music, creativity, creative confidence

I Chop Up Faces Every Morning, and So Should You

Collaging is the new meditation

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I’ve been a fan of my friend and colleague Nick Dupey, a member of Young Monster, for years. He and I once collaborated on a poster for Moogfest, and the first night we got together, he pulled out a stack of multi-colored construction paper and began cutting out shapes. That moment stuck with me—it brought back memories of elementary school art class, a time without computers and inhibitions.

So as my holiday break began, I committed to return to that headspace. For over a decade I had kept file drawers of old clip art, temporary parking passes, owners manuals, security envelopes, and other ephemera that caught my eye. I guess it’s a kind of graphic designer kleptomania, pocketing found type and imagery to display or repurpose. I fumbled through the stacks, tore apart some junk mail and magazines, and began reassembling.

There was nothing precious about it. In fact, it was so quick that it felt like whiplash. My intent was simply to reassemble the mass of trash on my tabletop. It was an intuitive, thoughtless act that allowed my fingers to be free to make new movements. My sense of touch was back. I could hear the pink noise of tearing paper. I could smell the tape and glue. I had escaped the box.

Every day during the holiday I made a collage in an empty notebook I had long forgotten. I would slip away into my home studio during a lull and assemble another combination of type, images, and textures. I got lost in it. My creative freedom awakened. The feeling of creative wonder from my childhood was rediscovered.

I’ve kept it up since then. Early in the morning before I fill my mind with calendar to-dos, email, and other grown-up activities, I make something. It’s 10-20 minutes that sit somewhere between meditation and puzzle solving. My visual skills are sharper. My fingers are smarter. My ability to find resolution from chaos is faster. And even though I still don’t love my laptop any more than when this obsession began, I no longer feel trapped by it.

So how can you escape the box? Here are a few suggestions to help you rediscover your 8-year old self:

  • Reframe junk mail as an endless stream of new mediums. Security envelopes from credit card bills, retail catalogs, and poorly designed postcards get me excited about checking the postbox when I get home.
  • Begin with only a few elements—faces are the easiest starting point. Put three items together to get yourself going. The more you do, the easier it is to build complex creations.
  • Don’t start with intention or a desire for meaning. Meaning will reveal itself as you create. The majority of what I’ve collaged is meaningless. It’s an exercise in associating form, color, and lines. But there’s the occasional moment when a story comes through.
  • Always be willing to call your session a failure. I do these quickly and sometimes I just throw them away because they don’t resolve well. This isn’t an exercise in making something precious—it is a process that happens to have an occasionally stunning result.
  • Save your scraps. I have drawers of them now and they often are the starter for my next image.
  • Travel with a glue stick. Every hotel room has a stack of lifestyle magazines with luxury perfume ads. Tear them up in your downtime, then reassemble. Impress your friends on Instagram with your artwork instead of what you ate for dinner.

Two years ago, I began to fall out of love with the computer. It had become a claustrophobic box that dictated how I communicated and how I created. I felt like I was losing my design sensibilities, and treading a well-worn trail through the same digital menus, with my fingers commanding the same virtual assets.

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i chop up faces every morning and so should you

Sharpen Your Writing: a Designer's Guide

A designer's guide to communicating in written form

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Articles

We wanted to change that, and in the process, to help our community learn how to do it better by paying close attention to how great writers wield language. So we invited our colleagues to take a close look at powerful opening sentences, all drawn from novels.

The invitation to participate in The Sentence Gallery.

We called it The Sentence Gallery. Inspired by writer, editor, and friend-of-IDEO, Allan Reeder, the project takes to heart a quote by journalist William Zinsser that Reeder shared on his blog: "Writing is learned by imitation. I learned to write mainly by reading writers who were doing the kind of writing I wanted to do and by trying to figure out how they did it."

Senior Communications Designer Sera Koo unveils a new sentence.

To bring The Sentence Gallery to life, communications designers Jason Baker and Sera Koo built a wall out of foamcore and mounted it in our main community space. Over a few weeks, they showcased a series of sentences, writ large. They also laser-cut thought bubbles from Post-it pads and invited people to reflect on what made each sentence effective. The sharp point of the bubble operated as a marker that allowed passers-by to draw attention to whatever effect they’d noticed, placing their comment at a specific moment in the sentence.

What’s the effect of this word followed by that one? How does the rhythm and pacing of a sentence make the reader feel? Those were the kinds of question we wanted the Gallery to provoke.

IDEO designers picked out the sentence’s filmic qualities, too, making an allusion to The Wizard of Oz and even sketching out the emotional effect of Cather’s writing.

At IDEO, great writing emerges from an admixture of instinct, craft, inspiration, learning, and unlearning. That’s likely true for most any design artifact worth our attention.

As designers, we treat sentences like any other prototype. We get them out quickly, and then we get to work on them, refining our writing until it takes us where we need to go.

Comments draw attention to Alice Walker’s use of rhythm and vernacular, and the sense of threat her choices generate in the opening sentence of The Color Purple.

Writing sharpens our thinking. And as human-centered designers, we rely on it to communicate unspoken human needs. But the craft of writing is itself somewhat hidden; it can seem like a secret art, all furtive fingertapping behind the screen of an open laptop.

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sharpen your writing a designer's guide, sharpen your writing, a designer's guide, human centered design, design thinking, craft, creativity, prototyping

How Chatbots are Changing Design

Chatbots can help us learn what people need when prototyping products and services

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Conversational UI is getting a lot of buzz out in the world, and for good reason. SMS is going through a renaissance, and its immediacy and accessibility make it an ideal channel for building services at a time when apps are no longer the medium for digital experiences.

Beyond the buzz, conversational UI shows us that everything in design should be considered a conversation. All elements in an experience are exchanges between people, brands, businesses, services, and, increasingly, machine-powered intelligence. Conversation is the primary design material for designers — and its general purpose is to impact people’s behaviors and emotions.

Designing Conversations

The ambiguous design process.

These days there’s a strong focus on chatbots and conversations as end products, but in our IDEO New York studio, we’ve been using conversations as a prototyping tool to test assumptions, learn, and inspire design. Chatbots are exciting, but we’re also excited about what they unlock for us as a learning medium, not just because they’re the next big thing.

Here's one of our experiences using chatbots as a design tool.

Walkbot: Prototyping Content and Engagement

In 2014, together with a Japanese electronics manufacturer, IDEO designed a device and smartphone app that captures a woman’s activities in order to generate thoughtful, actionable insights about her fitness choices.

At the time, wearable devices were heavily marketed towards men. The women we were addressing wanted meaningful content, and were far more focused on competing with themselves than with others. It also turned out that our product was too data-heavy.

"I like that it’s there if I need it. It’s kind of like a little friend." [anonymous user]

Walking alongside our participants during field research.

The dashboard created to communicate with users and track responses.

To uncover what meaningful content looks like for these women, we went to the women themselves.

A software designer on our team built a custom tool leveraging Twilio’s SMS API, and created an SMS platform that a team of people could use to manage and direct messages. We recruited a panel of women, and during their workouts, a team member would send messages like “great workout, keep going” or “you’ve walked ___ steps today, add a 5 minute walk to reach 10,000.”

Lisa: “Ugh, he wants me to pick up my intensity and burn more calories.”

IDEO: “How do you know it’s a man?”

Lisa: “Because I’m mad at it right now."

An example of our real-time SMS prototyping — a team member would secretly text messages to our participant during her workout.

The responses were surprising. For one thing, women who participated in the design research would project gender and personality on to our bot. In moments of frustration, the bot was referred to as a “he,” when, in fact, the messages were coming from our female colleague. For another, not only did the women want to share their activities, they also wanted to share their failures. For them, fitness wasn’t purely about achieving a goal, but also the process it took to get there.

What we learned:

  • The best way to understand what a conversation needs to be is by starting it. Figure out tone of voice, pacing, and interactions  as it unfolds.
  • It’s possible to make conversations feel more personal with only a few data points. Be intentional and creative.
  • Every participant will project an identity onto the bot — regardless of whether the design team gave it one.
  • Bots allow for a nuanced interaction that might bring surprising elements to your product. Be willing to pivot in response to happy accidents.

Our Chatbots Protocol

During the past few years, the interaction design and design research teams at IDEO New York have worked closely with real people to test value propositions and the desirability of digital products and services. Together, we built ad-hoc tools that helped us design conversations with users, and engage with them in real-life contexts.

As we planned and ran these prototypes, we developed a set of principles we now rely on in our research.

  • A prototype is a question, embodied. What are you trying to learn? Who are you learning from?
  • Hack existing tools. There’s no need to build from scratch.
  • Iterate in real-time. The beauty of SMS is that you can adapt quickly.
  • Be explicit about the intentions of your work, and make sure that your actions are in line with the ethics of field research
  • Consider all the stories, anecdotes, and insights you gathered through your chatbot to inspire the design.

Meet Stanley

There are several services that can help you set up an SMS-based platform. Alternatively, you can create your own conversation bot following the instructions we shared for Stanley, the SMS-based platform that we use.

You can find the source code, and the instructions to setup Stanley here.



For some more on using bots for design research, read this article on IDEO Labs.

The above is an abridged version of a longer Medium article that details three case studies where we’ve used chatbots to prototype services and products. Read the full article here.

Illustrations by Amy Wang.

The below is an abridged version of a longer Medium article that details three case studies where we’ve used chatbots to prototype services and products. Here, we'll focus on the hows and whys of using chatbots to prototype content.

AI & Emerging Tech
how chatbots are changing design, ai, emerging technology, prototyping, rapid prototyping, testing new ideas, customer needs, unmet needs, understanding customers

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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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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