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In Mexico, redefining retail

FEMSA creates a digital ecosystem to increase customer value at its network of OXXO stores.

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Case study
Case Studies
Strategic Futures
Consumer Products & Retail

The IDEO team quickly discovered that the challenge of designing a Digital@FEMSA super app for tens of millions of customers was matched only by the operational complexity of bringing together different teams that had already created various apps with separate value propositions. Not to mention the 22,000 stores specifically tailored to local communities.

To kick off the project, the IDEO team built on FEMSA’s already deep understanding of its customers by meeting them in their homes and communities. The team discovered that users didn't care about long-term rewards; instead, they wanted everyday help to thrive long-term. Connecting omnichannel rewards to regular spending would allow them to save time and money—something they said was particularly important. Along with market research, insights like these directly informed the app's design, ensuring that it was compatible with users' everyday habits and preferences.

Meanwhile, the project team also worked to ensure the app fit the priorities of the various teams inside Digital@FEMSA, designing a comprehensive process for testing joint value propositions. Together, the team created a new design system, iconography, and set of unifying principles. IDEO also worked closely with the Digital@FEMSA teams to ensure that the app's design was in line with their strategic goals and technical capabilities, and built the app's initial information architecture. They incorporated secure transactions, effortless coupon redemption, personalized offers, and a cohesive loyalty program.

From there, the IDEO and Digital@FEMSA teams quickly transitioned into the design and development phase, producing prototypes of the new app, dubbed Spin Premia. With the help of user testing, they were able to continuously iterate to improve the app's features and functionalities, creating a user experience that was both seamless and intuitive. In just 10 months, they went from a small digital team with an ambitious idea, to a 150+ people product organization and an MVP launched in one region. And thanks to a tight partnership, the teams were able to seamlessly integrate Spin Premia into Digital@FEMSA's existing systems, resulting in a scalable implementation nationwide just a few months later.

The introduction of Spin Premia was a milestone in FEMSA's digital transformation path. Following a true ship and iterate model, just a few months into the project, the company released a smaller, focused version of the app in just one city in Mexico to quickly learn from customer experience before expanding to new regions. Since then, the Spin Premia app has quickly gained popularity, offering a safe and user-friendly platform that millions of Mexican consumers have embraced. It has also allowed FEMSA to broaden its digital portfolio and extend its customer base throughout Mexico, elevating customer satisfaction and fueling business expansion.

13 million Mexicans visit FEMSA’s OXXO convenience stores every day. But the company had ambitions to leverage digital experiences to increase customer engagement.

To get there, Digital@FEMSA needed to deliver exceptional digital products with the agility to serve an entire population.

4.7 stars

Spin Premia’s app store rating

22.8 million

active Spin Premia program users

FEMSA, a leading Mexican retail, digital, and beverage firm, operates OXXO, the largest network of convenience stores in Latin America. More than just corner stores, the 22,000 OXXOs are also local hubs that simplify Mexican lives, offering thousands of services including payments for private services and banking, phone top-ups, and even utility bills. But FEMSA saw even greater potential for the chain, and wanted to create a digital ecosystem that would allow the 13 million people who visit the store every day to access even more features, like financial operations and loyalty benefits—all in one place. In 2022, the company created a new division in service of that goal. Digital@FEMSA partnered with IDEO to build that ecosystem, which would not only add convenience, but more value for each peso customers spent in both in-person and digital interactions.
Digital@FEMSA creates a super app to better serve the 30 million Mexicans who frequent its network of OXXO stores.
Digital@FEMSA creates a super app to better serve customers at its OXXO stores.
Femsa
North America
Femsa
In Mexico, redefining retail, Femsa, consumer products, retail, consumer experience, retail innovation, digital transformation, digital experience, digital product design, UX design, systems thinking, systems design, service ecosystem, behavior change, behavioral design, customer engagement, retail experience, store of the future, financial services innovation, banking experience, financial inclusion, understanding user needs, how to design a digital product, innovation, customer experience, user experience, product design, research, prototyping, transformation, financial services

A hotel brand for new travel paradigms

IHG introduces Garner, a midsize brand elevated by thoughtful design.

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Case study
Case Studies
Breakthrough Products
Hospitality
Consumer Products & Retail

Midscale hotel brands are the fastest-growing hotel segment in the US, attractive to both travelers and hotel owners. But often, their messaging feels repetitive, and travelers have a tough time differentiating between them. With a warm, thoughtfully designed midscale brand, IHG had an enormous opportunity to distinguish itself in a crowded market. 

IHG’s goal was to deliver a guest experience that felt genuinely unique and resonant—and quickly. With costs on the rise, many owners were motivated to turn toward conversion brands, which allow them to refurbish hotels under a new brand rather than invest in construction, a way to grow their portfolio in a tight financing market. Meanwhile, IHG’s competitors were set to introduce new conversion brands of their own. The company was looking for a partner that could work swiftly and iteratively to deliver a distinct brand.

For the IDEO team, the answer lay in communicating the brand’s value, starting with a custom logo rendered by hand. Inspired by vintage sign painting and modernist typography, the team sketched different versions of the letterforms, reviewing them with IHG until they had a set that brought to life the generosity and sense of invitation associated with the hotel’s spaces. They also worked to ensure the wordmark was visually balanced and would translate well across a variety range of scales. From there, they built an expansive brand world, including bespoke navigation icons, a full interior and exterior signage system, and a video to support the Garner launch.

The result is a hotel brand that stands apart in its category for both travelers and owners: thoughtful and well-designed yet affordable. As competition in the midscale segment continues to increase, Garner has been central to IHG’s growth strategy. Launched in the fall of 2023, Garner opened 100 hotels worldwide in just 16 months, making it the fastest-ever IHG brand to scale globally. The brand’s increasing popularity among owners and developers is driven by the growing demand for conversion properties, which accounted for 52% of IHG’s room openings in 2025. Garner plans to continue its rapid expansion with nearly 80 additional hotels in 12 key markets, including the US, Mexico, Italy, and Japan.

Conversions account for 12% of the global hotel pipeline, enabling hotels to switch brands and refurbish, boosting revenue without expensive construction.

The US midscale hotel segment, valued at $14B, is expected to reach $18B by 2030.

100 new Garner Hotels

in less than 3 years—the fastest-scaling brand in IHG's history

500 Garner Hotels

planned in the next 10 years; 1,000 over the next 20
The pandemic ushered in a new era of travel that galvanized dramatic changes in the hotel industry. Remote workers began to blend business and leisure trips (“bleisure”) at an unprecedented rate, smaller market cities grew in popularity and size, and guests craved more flexible and authentic hotel experiences. At the same time, major economic disruptions led to tighter lending and higher interest rates and construction costs, which made building new hotels prohibitively expensive. Renovations became out of reach for many hotel owners. IHG Hotels & Resorts wanted to create a new midscale conversion brand to meet this moment, providing the warmth and design considerations that guests crave and offering hotel owners a way to distinguish themselves from the competition. In 2023, IHG partnered with IDEO to build Garner, a hotel brand designed to cultivate a welcoming and adventurous atmosphere.
IHG and IDEO build Garner, a competitive midsize brand created for a new era of travel.
IHG builds Garner, a competitive midsize brand for a new era.
IHG
North America
IHG
A hotel brand for new travel paradigms, hotel design, hotel experience, IHG, hospitality innovation, guest experience, travel experience, consumer products, retail, consumer experience, retail innovation, brand strategy, brand design, brand identity, brand experience, growth strategy, business growth, scaling innovation, hospitality design, future of hospitality, how to build a brand, innovation, strategy

Moving dementia care forward

Together Senior Health provides digital solutions to combat cognitive decline.

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Case study
Case Studies
Breakthrough Products
Health

Alzheimer’s and dementia are notoriously difficult to treat—and scientists estimate that some 50 percent of people who have dementia are undiagnosed. Recognition of symptoms and early intervention are key. Together and IDEO set out to conduct user research to inspire new products that would help patients with cognitive decline take charge of their brain health.

The first priority was to expand the reach of the Moving Together program, which combines group movement exercises with mindfulness techniques, led by a trained group instructor. The IDEO team conducted remote and in-person interviews in Florida, where one in five residents is age 65 and older, and rates of Alzheimer’s and dementia are among the highest in the country. One of the key insights the team discovered was that many older adults didn’t understand how behaviors like smoking, exercise, and diet can be risk factors for cognitive decline. Their input inspired a new design principle for the program: “No naked feedback.” Any time participants received health coaching advice about modifying their lifestyle, they would also be given resources on why and how to do it, so they would have a pathway to boosting their brain health. 

The IDEO team folded insights like this one into the design for four new product offerings, including personalized brain health education, new online community engagement tools, partnership programs, and health coaching services, as well as a new user interface to illustrate them. Along with Together they also developed an implementation roadmap of next steps to bring the new digital product offerings to market, such as hiring a brain health coach and creating a new course curriculum. Now, Together has enrolled 165 people in the Boost Your Brain Health Clinical Trial, which is looking at outcomes such as reduced risk of Alzheimer's and maintenance of cognitive function for the Brain Health Together program. With trial completion in Q3 2024 and product launch in early 2025, growing numbers of people with MCI will have access to this exciting program. Together incorporated almost all of the elements from the IDEO roadmap into the final curriculum, and the team often refers back to insights the team gathered as guiding design principles.

Fighting barriers to diagnosis

With its online program growing, Together wanted to take on an even bigger problem: dementia underdiagnosis. Co-founder Dr. Deborah Barnes had recently developed an algorithm that uses patients’ health records to calculate their risk of undiagnosed dementia, called the electronic health record Risk of Alzheimer's and Dementia Assessment Rule (eRADAR). Together was looking to find creative ways to equip and empower providers to use risk scores like eRADAR in primary care settings.

One piece of the puzzle? Many primary care doctors are unaware that better management of Alzheimer’s disease and dementia can have a positive impact on other chronic health issues—like diabetes, hypertension, and depression. So by encouraging providers to prioritize dementia care, they can help support the overall health of older adults with cognitive decline. The IDEO team recommended a curriculum for continuing education courses for doctors that make that link clear—another step toward increasing dementia diagnosis and improving overall health.


Better help, sooner

To understand the patient experience, Together and IDEO decided to work directly with patients and caregivers to uncover what was stopping them from asking for dementia screening. The IDEO team quickly learned many patients were afraid of facing a diagnosis that signified a loss of agency and control, especially when they didn’t believe there were good treatment options. Often, they were unaware that there were things they could do to improve their brain health. They needed to know what steps to take after a diagnosis, and who could provide actionable advice. In response, the IDEO team designed a digital activity toolkit and physical booklet to guide patient families through the early stages of a dementia diagnosis, including recognizing the signs and symptoms, having better conversations with their doctor, and getting connected to support groups and programs like Moving Together.

Solving the problem of dementia underdiagnosis involves complex systems-level thinking and designing for the entire health ecosystem of patients, providers, and insurance payers, and solutions for Alzheimer’s and dementia care are still in their infancy. But already, this work is empowering patients and doctors to prioritize brain health and get screened sooner, and Together, which has since been acquired by Linus Health, is still working to move dementia care forward.

Approximately 12-18% of people aged 60 or older live with mild cognitive impairment, while memory loss, Alzheimer's and dementia affect more than 50 million people around the world.

An estimated 50% of people living with dementia are undiagnosed.

165 enrolled

in the Boost Your Brain Health Clinical Trial
Around the world, more than 50 million people are affected by memory loss, Alzheimer's, and dementia. As a Stanford d.school graduate and early employee at IDEO, Cynthia Benjamin understood the potential of human-centered design to create tools and experiences that could improve health outcomes. In 2017, Cynthia teamed up with longtime friend Dr. Deborah Barnes, a leading epidemiology researcher at University of California at San Francisco (UCSF), to co-found a new venture focused on treating and preventing neurodegenerative diseases. They started Together Senior Health and worked to scale their evidence-based, in-person intervention program for people with cognitive decline. Even before the pandemic hit in 2020, they realized the program would need to go online to reach more people. They started by adapting the in-person program for online delivery. With this new format, Together then contacted IDEO to help expand the reach of their program, Moving Together, make it more engaging for adults with early cognitive decline, and create better pathways to diagnosis.
A physician-led startup expands tools to combat cognitive decline, and creates smoother pathways to diagnosis.
Together Senior Health helps people take charge of their brain health.
Together Senior Health
North America
Together Senior Health
Moving dementia care forward, diabetes care, diabetes management, Together Senior Health, healthcare, health innovation, patient experience, digital transformation, digital experience, digital product design, UX design, venture design, new business creation, business model innovation, growth strategy, business growth, scaling innovation, human centered design, design thinking, customer centricity, healthcare design, digital health, patient-centered care, education innovation, student experience, future of education, employee experience, workplace design, team collaboration, understanding user needs, how to launch a new business, how to design a digital product, innovation, strategy, product design, research, user research, startup, transformation, education

Culture as catalyst

Moderna defines its Mindsets to preserve its future.

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Case study
Case Studies
Creative Capabilities
Health
Learning & Work

Many companies view culture-building initiatives as nice-to-haves. At Moderna, Mindsets are a business imperative, crucial to its plans to develop breakthrough products quickly.

For companies working on solutions as vital as a COVID-19 vaccine, delays and mistakes don’t just mean missing a product launch date—they’re life-or-death, and on a large scale. Moderna had to ensure that its employees knew how to make the right decisions, evaluate risk, and move quickly—even if they came from organizations with more bureaucracy and less risk tolerance. In 2021, IDEO sat down with longtime Moderna veterans to hear stories about moments that exemplify the company's culture, like the day a critical piece of equipment arrived but was too big to fit through the door. Taking it apart would have added days to their timeline. So employees took sledgehammers to a wall instead. Stories like this one fed into the crafting of the list of Mindsets, such as “Act with urgency: Action today compounds the lives saved tomorrow” and “We behave like owners: The solutions we’re building go beyond any job description.”

To gather feedback, the team shared the draft Mindsets with a diverse set of employees—new hires, veterans, folks already closely aligned with the culture, folks for whom it wasn’t the most natural fit, and a plethora of employee resource groups. CEO Stéphane Bancel and the leadership team took crafting and iterating on the Mindsets very seriously, wordsmithing and tweaking them with the team until they were ready to share them officially. Now, new hires learn about the company’s Mindsets in Moderna ONE, an onboarding process that IDEO helped revamp, while existing employees attend a workshop to ensure everyone at the company knows not only what to do but also how to do it effectively. In a matter of weeks, IDEO helped Moderna codify its culture for employees and set the company up for continued success. Moderna continues to embed these Mindsets across the entire employee lifecycle to systematically scale its culture.

For employees new and old, the clarity of the Mindsets has made it easier to understand expectations and to understand the company itself. Long-term veterans responded with comments like, "These really help explain why we're working this way,” while one newbie said, "It feels like a homecoming to hear the culture that we’re trying to bring through.” But more than just solving a cultural issue, the new Mindsets have fulfilled a business imperative: Holding on to the secret sauce that made Moderna successful to begin with, setting the stage for its next five years of breakthroughs.

When the World Health Organization (WHO) declared the COVID-19 health crisis a pandemic in March of 2020, Moderna had fewer than 1,000 employees. Four years later, it’s more than five times the size.

Ranked #1

BioSpace Best Place to Work, large company in 2024

Ranked #6

Boston Consulting Group’s 50 Most Innovative Report in 2023

Ranked #4

Deloitte’s Technology Fast 500 List in 2023
In early 2020, Moderna delivered a COVID-19 vaccine to human clinical trials in just 42 days after finalizing the vaccine sequence, setting a record for the pharmaceutical industry. But what seemed like a miracle was engineered by a culture that embraced speed and accepted risk, setting the stage not just for the rapid development of a COVID vaccine, but for work on potential breakthrough products against other viruses and diseases, and even cancer. As the company went through a phase of extraordinary growth to protect millions of people around the world as quickly as possible, it faced an existential threat: Bringing in hundreds of new people from more established pharma companies could dilute its entrepreneurial culture, the very foundation Moderna was built on, and make the platform company less prepared to take on new diseases in the future. In 2021, Moderna partnered with IDEO to help codify its culture and values into a set of Mindsets that drive crucial innovation, a business imperative that has set the stage for its next goal: advancing its broad, diverse portfolio to deliver transformative mRNA medicines for patients.
Moderna defines its culture to maintain its momentum during a time of massive growth, setting the stage for delivering transformative new mRNA medicines.
A clarified culture helps the biotech company navigate the future.
Moderna
North America
Moderna
Culture as catalyst, veteran housing, accessible housing, Moderna, healthcare, health innovation, patient experience, education innovation, learning experience, future of work, digital transformation, digital experience, digital product design, UX design, growth strategy, business growth, scaling innovation, business transformation, organizational transformation, culture change, healthcare design, digital health, patient-centered care, future strategy, strategic futures, designing for the future, innovation strategy, business innovation, design innovation, how to innovate, how to design a digital product, innovation, strategy, product design, transformation, leadership, education, learning, how do we innovate

Designer’s Playlist #4

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

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Article
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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Article
Articles

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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Article
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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Article
Articles

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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