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

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

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Case study
Case Studies
Breakthrough Products
Health
AI & Emerging Tech

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

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

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

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

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

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

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

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

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

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

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

An improved airway intubation system that helps physicians save more lives

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

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Case study
Case Studies
Strategic Futures
Health

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

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

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

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

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

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

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

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

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

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

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

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

Transforming a community hospital from the inside out

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

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Creative Capabilities
Breakthrough Products
Health

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Helping a historic museum prepare for the future

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

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

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

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

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

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

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

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

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

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

What Does it Really Mean to “Act Like a Startup”?

Legacy companies are often told to move fast and break things, but the reality isn’t always that simple

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But the painful reality is that most corporations don’t enjoy the conditions necessary to enable true startup behaviors. The DNA of a large, established business looks far different than that of a fledgling company. And just like with actual startups, creating new ventures is hard, risky, and doesn’t always pan out.

So how, exactly, can you design the conditions for success?

If you have a big company’s DNA, you need to catalyze strategic changes—small mutations that make it possible for a startup model and mindset to thrive inside a much different species. Sometimes, it happens naturally. If a legacy company hits an acute adapt-or-die moment, there’s no choice but to change (à la Netflix or Microsoft). But for companies where transformation is inevitable but not immediate, it’s entirely possible to engineer the conditions that generate pressure for a controlled shift. Here are three ways senior management can provoke the conditions for success.

1. Question your business model

Many legacy companies have been successful because they’ve focused on their core business, while many startups have flourished by routinely abandoning theirs. The key is to do both: Keep the core business running while a new venture pursues something entirely different.

Recently, American Family Insurance was looking to innovate outside of its traditional business model while staying true to its mission to help working families. One of its customers' biggest pain points was an inability to save enough money for an emergency. A $400 surplus—a cushion to get through a medical crisis, for example—was beyond many people’s reach.

Initially, American Family thought budgeting tools might provide a solution, but from the very first research interview, it was clear that budgeting wasn’t the barrier—cash-strapped people budget masterfully. The problem was having enough income to put away a little extra.

So, the insurance company embraced a radically new opportunity, creating a service to help families living on the edge bridge the gap between their paychecks and their security threshold. The company built a new business venture called Moonrise—a platform that would allow businesses to tap into an on-demand workforce, and allow people to access short-term work when they found themselves on shaky financial ground.

The solution was outside the scope of the legacy company’s core offering, but by moving outside of its business model, American Family Insurance was able to create an entirely new venture that helped its core customers solve a chronic, unaddressed problem.

2. Be an early adapter

It’s nearly impossible for an entire corporate organism to pivot rapidly in response to what’s happening around it, but startups have the innate superpower to move fast and get in early. When an emerging need or trend appears on the horizon, they can leap to create new products—or even new markets—far more quickly than large corporations. To achieve speed and adaptability, the new venture must be carved off and treated as its own autonomous, responsive entity.

Take the case of the 150-year old financial company that decided to widen the scope of its business to meet the growing desire for socially-responsible investment options. The company recognized early signals that the consumer desire for Environmental, Social and Governance (ESG) investing and impact investing was increasing rapidly, especially among younger generations, with whom they didn’t have many relationships. Chasing a high-growth opportunity for a new market segment, they set out to create a digital-first product that focused on socially-responsible investing.

To get started, the company didn’t simply announce a new division, or task an existing team with creating something new. Instead, they hired a founder and an outside startup team of 10. They built a company and a culture that was totally separate from their parent company’s offering, allowing the venture to take risks, prototype early and often, and above all, move fast. Throughout the venture’s development, the team continuously evolved the experience and business model by pushing prototypes to potential customers, adapting and pivoting until they reached product-market fit. By creating a team with the impetus and the culture to hit the ground running, the venture launched in just 18 months—and put its product in the hands of its consumers before its competitors.

3. Select for resilience and relentlessness

No matter the industry, startup leaders tend to have a few shared qualities that are more common among the entrepreneurial set than among seasoned CEOs. For a new venture to really work, the people behind it need to be driven by curiosity and insight, and have the skills necessary to prototype and iterate their way toward a tangible outcome. They can’t carry the static burden of “the way we do things around here.”

Intercorp, a massive Peruvian economic group of more than 30 companies, including banks, malls, cinemas, and schools, sought to build and design an innovation studio. Instead of solely relying on the business units to drive their own innovation processes, the company opted to create a central entity that could solve problems across its offerings, focusing on the needs of Peru’s rising middle class.

Intercorp purposely built La Victoria Lab in a middle-class Peruvian neighborhood—outside the walls of the corporate HQ—to immerse the team in the human-centered problems it’s trying to solve. The company also put together an interdisciplinary team of resilient and relentless talent, and set it up to embrace design thinking, identify new opportunities, and constantly prototype new value propositions. This talent stays close to the customer in order to shape new ventures in development, works through rapid digital-first prototyping, and operates within constrained timelines to get results. To drive disruptive new growth opportunities, small, cross-functional teams work quickly to design and launch digital businesses that compete with Intercorp’s core companies. Through La Victoria Lab, Intercorp’s leadership is intentionally creating urgency and applying positive pressure to disrupt its own businesses and remain competitive.

As a leader of an established company, you can’t ignore its history or DNA—nor would you want to; it’s what made the company successful in the first place. But you can constructively provoke necessary changes that allow new ventures to flourish. By openly embracing new business models, pursuing (and possibly creating) new markets, attracting and empowering entrepreneurially-minded talent, and even imposing a few artificial constraints like tight timeframes or lean budgets, companies can begin to fundamentally evolve not only what they do, but also how they do it. It’s the only way to ensure long-term market leadership—and sometimes even survival.

The tricky part of all of this, is that true venture-building, much like innovation itself, cannot be a corporate hobby. It cannot be wedged into spare time and pursued only when employees have white space on their calendars. It has to be modeled from the top, by senior leadership. One of the things that makes startup entrepreneurs effective, and ultimately successful, is their grit, determination and dedication to creating lasting change in the face of all obstacles. It's why others join them on their mission. Make it one of the reasons that others join you.

Visuals by Elin Svensson.

As tech valuations rise, and more and more unicorns are born, legacy businesses everywhere hear the message that they need to act more like startups. If you want to innovate, stay relevant, and grow, the advice goes, then you have to take risks, be nimble, and throw money at potential solutions.

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what does it really mean to act like a startup, innovation, business model innovation, new business ideas, building a new business, startup, entrepreneurship

Corporate Innovation Needs a Shakeup. Here’s a Blueprint.

Use these steps to shift from one-and-done to repeated cycles of innovation

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A few years ago, we started a project to figure out how we might address these challenges. To start, we spoke to dozens of executives, design leads, product developers, and engineers around the globe—people who work at small startups and large conglomerates in a number of different industries and countries. We were particularly interested in learning more about the ways organizations come up with ideas, how those ideas are evaluated, and how they collaborate within teams and across departments to bring those ideas to market.

Today we’re sharing the results of our research. Here are the highlights of what we discovered, plus some practical tips for creating an environment and culture that can foster innovation over and over again.

1. Leaders are attracted to a new scientific and objective approach to evaluating ideas, but very few organizations actually practice it

Most of the organizations we talked to struggled to decide which ideas they should invest in. It’s not because they didn’t have top talent or novel ideas, but because they didn’t have a consistent rubric to help them evaluate and prioritize. That’s a problem that not only slows things down, but can also lead to good ideas never getting the support they need.

On the flip side, we found a very small proportion of cutting-edge internal labs provided a consistent set of metrics for making meritocratic, data-informed choices about which ideas to invest in. Having a clear and fair set of metrics means that employees are better engaged, ideas get a fair shot, and employees can’t blame the organization when ideas are cut.

So how can you set that tone at your organization?

  • Choose your most important metrics and be consistent. This ensures stakeholders on your team can make evidence-based decisions, giving every idea a chance based on merit.
  • Empower decision-makers to say no. Once they have the data in front of them, they need frameworks to make decisions based on customer feedback—not internal bias.
  • Make sure you have a diverse crowd evaluating your ideas. Bring together people from inside and outside your organization’s walls to help you see your blind spots.

2. Design and innovation teams need to know when to apply the right methods—but can’t be forced into a linear process

Tools, guidance, and structure are an integral part of any good design practice, but overly prescribed processes restrict creativity. Being too rigid about the timing or order of certain phases can quickly quash team engagement—if phases have to be ultra-quick, people may contribute too superficially; too long and teams lose momentum.

As Jens Uehlecke, Managing Director at Greenhouse Innovation Labs, told us, “My team thrives with just enough structure to help them know that things are going according to plan, where they can still customize the process and get feedback along the way.”

So how do you walk that line between ultra-rigid and maniacally unstructured?

  • Don’t focus on a single, linear process. Empower your team to use the right approach and tool at the right time, and document them clearly.
  • Encourage teams to re-evaluate their method to stay at the cutting edge of design, research, and technology.

3. Organizations struggle to access customer feedback because it requires a lot of time, resources, and expertise

Accessing customer feedback early and often is a crucial part of making evidence-based decisions, but it can also be a major bottleneck. It rarely happens regularly or effectively enough: Survey tools often are difficult to use and have too many features, and sourcing the right audience can be expensive.

Chris Lindland, CEO of the crowd-sourced clothing company Betabrand, told us that after his company created an effective way to gather customer feedback, “It was exciting for designers to get results back and it took the guesswork out of understanding what our customers wanted.”

Here are a handful of ways for you to make feedback-gathering process easier:

  • Communicate a process to conduct qualitative and quantitative research. Provide guidance for creating customer discussion guides and rubrics for selecting which customers to talk to.
  • Let people across the company know how they can talk to a customer directly. Most tech companies even have the technology to make it happen in just hours—all while following privacy guidelines.

4. Ideas sourced from across the company often lose steam because there’s no pathway for them to make an impact on the business

Many leaders we spoke with rely on company-wide idea gathering—often in the form of open innovation challenges—to uncover ideas from across the organization. But the transition from idea to implementation is a fragile one. As one innovation challenge manager at a financial institution told us, “There’s often a lack of a clear process and accountability after the challenge is completed and an idea is selected.”

Innovation management tools usually start with a challenge and end once that one idea is chosen. Often, ideas with potential get cut because teams aren’t able to take ownership, or aren’t able to arrive at a version of the idea that would benefit the business.

So how can your organization turn ideas into action?

  • Cluster ideas based on the problems they solve. This helps highlight business value, and from there, you can prioritize based on each idea’s potential.
  • Don’t set a finite deadline on your long-term strategic goals. Leave the door open for new ideas that relate to your strategic priorities. Periodically sponsor the ideas that float to the top; avoid one-and-done competitions.
  • Help ideas live beyond the scope of a challenge. Don’t expect everyone to perfect their idea during a short timeframe. Encourage teams with promising ideas to keep getting feedback. Create clear and transparent opportunities for those ideas to be re-evaluated.

5. Passionate minorities need opportunities to do work that challenges the status quo

Relying purely on the judgement of internal stakeholders, employee forums, or upvoting of ideas reinforces groupthink. As a result, a cadre of similar ideas often continue to get approval while new ideas struggle to gain momentum. As Joe Gerber, Managing Director of IDEO CoLab says, “You need to give ideas surface area so that the minority of people in an organization with a similar hunch can explore their passion.”

To protect divergent ideas, make sure to:

  • Help passionate people identify each other and build off of each other’s work. Use internal channels to help people broadcast their ideas, hypotheses, and expertise across the organization.
  • Bypass organizational bias with customer feedback. Don’t require ideas to be internally vetted or approved before any customer gets to see them. Include customer feedback as an early and integrated part of managing your innovation pipeline.

We hope these tips will help make the process of solving big challenges and taking on your company—or the world’s problems—just a bit smoother.

Illustrations by Cassandra Fountaine

The toughest part about being a truly innovative company is figuring out how to let new ideas grow—then figuring out which ones are worth further investment. It’s not easy. Many high-potential ideas hit roadblocks or spur questions from leadership before there are answers. There isn’t always a straightforward formula for success.

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corporate innovation needs a shakeup here's a blueprint, innovation, leadership, how do we innovate

Build Your Creative Confidence: The Dream/Gripe Session

Innovators often face the task of which challenge to focus on, or how to frame a challenge they are given. At IDEO, we use the term “Phase 0” to describe all the activities that take place before the problem is fully defined.

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Creativity Challenge #9: Define a problem to work on.

Innovators often face the task of which challenge to focus on, or how to frame a challenge they are given. At IDEO, we use the term “Phase 0” to describe all the activities that take place before the problem is fully defined.

Talking about problems doesn’t necessarily inspire ideas, or energize you to act on them. Nor does wishful thinking. The Dream/Gripe Session helps you translate those discussions into creative thinking challenges you can start to tackle. This tool was adapted from an exercise in the Design Thinking for Educators Toolkit, developed by IDEO in partnership with Riverdale Country School.

Tool: The Dream/Gripe Session
Participants: Pairs in groups of any size
Time: 15-30 minutes
Supplies: Pen and paper

Instructions

Step 1: Decide on a topic for discussion. The dreams and gripes may relate to internal matters like the culture of the organization or external ones like interactions with customers.

Step 2: Pair up with another person and select one person to go first (Partner 1).

Step 3: Partner 1 airs their dreams and gripes for five to seven minutes, while Partner 2 listens and takes notes.

For example:

DREAM: “I wish we could get our customers to read the instructions.”
GRIPE: “It’s so noisy around here that I have trouble concentrating.”

Step 4: Partner 2 reframes the dreams and gripes into open-ended questions that make for good innovation challenges. We usually start with the phrase “How might we...?” A good “How Might We” question should not be so narrow that it suggests a solution (even if it’s a good idea). Initially, you're just trying to capture the problem, not jump to possible solutions. It should also not be so broad that it stymies the flow of ideas (rather than generates them). A good “How Might We” question should allow someone to easily come up with 10 different ideas.

Partner 2 should aim for three to five well-framed innovation challenges and share them with Partner 1.

For example:

GRIPE: It’s so noisy around here I have trouble concentrating.
Challenge that’s too similar: How might we reduce noise so you don’t have trouble focusing?
Challenge that’s too narrow: How might we create more private offices so employees can concentrate better?
Challenge that’s too broad: How might we help people focus?
Challenge that’s just right: How might we design the space to accommodate a range of working styles?

DREAM: I wish our staff got their expense reports in on time.
Challenge that’s too similar: How might we get people to be more timely with their expense reporting?
Challenge that’s too narrow: How might we use a smartphone app to speed expense reporting?
Challenge that’s too broad: How might we get people to have more respect for deadlines?
Challenge that's just right (with empathy for the employee): How might we simplify the expense reporting process so that people can complete it more quickly?

Step 5: Switch roles and have Partner 2 air dreams and gripes while Partner 1 listens and then offers “How Might We” innovation challenges.

Step 6 (optional): If you are doing this in a group setting, compare lists of all of the innovation challenges across the pairs. Look for patterns, themes, and common issues. This should help focus the discussion and suggest an opportunity for what innovation challenge to take on next.

This post was taken from Chapter 7 of Creative Confidence. Purchase the book for more on how to use creativity to solve problems, or read more from this series of creative exercises on the IDEO blog.

Everyone is creative. This belief runs through everything we do at IDEO, and in 2013, it led my brother David and me to write a book that would help others—even those who don’t think of themselves as “creative types”—to unleash their creative potential. Creative Confidence has inspired thousands of people to adopt a creative mindset and apply it to the diverse real-world challenges they face. In this series, we’ll share some exercises from the book that can help you approach your challenges from a new perspective.

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build your creative confidence the dream/gripe session, build your creative confidence, the dream/gripe session, creativity, creative confidence

Welcome to The IDEO Journal

Introducing our new, digital publication featuring stories from leading voices at the intersection of design and business.

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Article
Articles

It would be decades before design would become widely understood as a practice beyond decorative arts. In fact, the interviewer asked, “How would you define yourself with respect to a decorator?” And Eames replied succinctly: “I wouldn’t.”

It’s rare to find such a concise encapsulation of design’s power and potential, but Eames summed it up with admirable simplicity. There are no boundaries to the problems we face, of course; but there’s also no end to the ingenuity we can bring to bear in our pursuit of solutions.

Framed this way, it’s easy to see why design—as a creative approach to solving problems—is such an effective tool for business. In a highly interconnected world transforming at unparalleled speed, business leaders must attend to an ever widening set of concerns. Threats and opportunities come from unexpected places, and it can be hard to see through the fog. Design helps us navigate that ambiguity. It provides a framework for making decisions, identifying needs, devising solutions, and articulating values.

At IDEO, we know the magic that can result from combining design thinking, business acumen, and the possibilities of new technologies. We see it every day with our clients and teams, and we hear stories from our network of partners and collaborators.

Now, we have a place to share those stories: The IDEO Journal, a new digital publication featuring insights, inspiration, provocations, and lessons from the world of design-led business.

Today we are thrilled to launch this publication on IDEO.com and through a biweekly email newsletter. We begin with four perspectives: Lawrence Abrahamson, Senior Design Director at IDEO New York, shares an insight he had while chatting with a facilities manager for a large real estate corporation—recognizing new ways to unlock value in the work space of the future. Deborah de Vries, Senior Portfolio Director at IDEO San Francisco, shares the four key pillars to building an innovation lab that successfully shepherds its parent organization into the next era of its business. Senior Portfolio Director Hailey Brewer presents a thought exercise on the language we use when we talk about business—and how changing our words might change our outcomes. And Owen Sanderson, a business designer, alongside Maura Cass, a design research lead in our Cambridge studio, share an example of how looking outside your own industry can be the best way to inspire change within it.

Forthcoming stories will include a case for embracing friction when starting a new corporate venture; and an interview with Dawn Laguens, the former Executive Vice President of Planned Parenthood who now sits with us as expert-in-residence at IDEO. We’ll have explorations of creative leadership, digital transformation, entrepreneurship, and much more.

The convergence of design and business has followed a long trajectory from the early business consulting work of Charles and Ray Eames. It would have been hard to imagine in 1969 just how widely design could be applied. Even IDEO co-founder David Kelley, looking back on our firm’s 40 years, remarked: “And to think, when we started I thought we were going to forever be designing plastic parts for Silicon Valley computers and that would be enough to be fulfilled.”

Computers themselves once seemed like one of the most complex and interesting problems design could tackle. Now, of course, the physical components are just an interface for whole realms of experience nobody foresaw. While we can never predict the future, we can equip ourselves to respond to it with creativity and intelligence. By applying design and business—together—to the problems of our time, we expand the boundaries of possible solutions.

In a 1969 interview, the legendary designer Charles Eames was asked, “What are the boundaries of design?” Without skipping a beat, he turned the question around and asked, “What are the boundaries of problems?”

Technology
welcome to the ideo journal, technology, digital innovation, creative careers

Lindsey Turner

I’m passionate about building brands, products, and experiences that help organizations show up with meaning and momentum.

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Leader
Leaders

I help organizations cut through complexity by shaping how they show up, through brand strategy, identity, and storytelling.

Working at the intersection of brand and business, I bring an editorial eye and a bias toward making—turning ideas into tangible experiences that people can understand, trust, and believe in.

My work spans government, healthcare, financial services, media, and consumer goods, from launching Gen Z-focused ventures to building innovation labs and reimagining legacy brands. I relish moments of ambiguity and enjoy translating across teams, perspectives, and priorities to move ideas forward.

I started my career in editorial and digital design, shaping cross-platform experiences and identity systems in publishing and agency environments. That foundation still shapes how I work today: I’m detail-oriented, collaborative, and overreliant on the Oxford comma. I hold a BFA in Visual Communication from the School of the Art Institute of Chicago.

My tween twins teach me more about technology and gen-alpha than the last decade of trend reports.
Making things that matter
Consumer Products & Retail
Media & Entertainment
AI & Emerging Tech

Rachel Young

My work helps organizations see who their products aren't working for—and build the will and the tools to do something about it

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Leader
Leaders
For 25 years, I've asked the same question: Who does this design exclude—and what are we going to do about it?

My work spans human-centered strategy, inclusive design, and qualitative research, with clients ranging from Microsoft, Google, and Verizon to the National Science Foundation, and San Francisco Unified School District.

Before IDEO, I taught elementary school in East Palo Alto and spent a decade doing design work with social service organizations—where I learned firsthand what it costs people when systems are built without them in mind.

I am currently writing User Error, a nonfiction book about digital access and the design decisions behind it. I live in Oakland, California.

The greatest project to which I’ve ever contributed is raising my two daughters with my husband.
Uncovering unmet needs
Consumer Products & Retail
Learning & Work
Media & Entertainment
Play
Public Sector

Brian Pelsoh

I lead with craft, ensuring our work is creatively excellent: rooted in deep human insight and imagination, while also grounded in the realities of business and technology.

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Leader
Leaders

My expertise spans brand, communication, and product design across tech, education, the arts, and social impact.

I believe great work demands both high-level vision and obsessive attention to detail, and only happens through collaboration.

I bring an inclusive, hands-on approach and a deep understanding of business, which enables me to consistently deliver excellence while always asking why.

Before joining IDEO, I worked at the brand firms Pentagram and VSA Partners. I began my career as a designer, leading teams at the School of the Art Institute of Chicago and the Milwaukee Art Museum. I hold an MFA in graphic design from Maryland Institute College of Art and a BFA in communication design from the Milwaukee Institute of Art & Design, and have taught at some of the best design schools in the US.

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

Tony Wong

I am responsible for IDEO’s long-term success in China and working with clients to use design as a tool to enable growth.

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Leader
Leaders

I am responsible for IDEO’s long-term success in China and working with clients to use design as a tool to enable growth. Specifically, I have helped Chinese companies design holistic brand solutions through the development of their products, communication, services, and innovation teams, and I have helped multinationals expand their presence and influence in China.

I advise global leaders on developing China-led innovation and capabilities.

In over 15 years in IDEO Shanghai, I have worked on projects that use design to elevate the quality of the experience of healthcare products and services, streamline processes that increase productivity, create spaces and programs that promote and enable inclusive communities, and build next generation mobility solutions that are planet-positive.

Before joining IDEO, I worked at Philips Electronics and the Electrolux Group in Italy, the Netherlands, and Singapore on a number of breakthrough commercial products. I am a member of the Young President Organization in Shanghai.

I have a thing for antique maps.
Developing China-led innovation and capabilities'
Consumer Products & Retail
Food
Learning & Work
Industrial & Manufacturing
Episode image

How to use AI as an editor, not a writer

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Ed White shares how he uses AI as an editor—not a writer—to sharpen storytelling, rehearse ideas, and preserve the productive friction that makes creative work better.

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Podcast
Podcasts

Ed White has a rule he's tested on his own writing: hold yourself as the writer, and let AI be your editor. Ed is a Senior Design Director at IDEO's London studio, where he co-leads the firm's AI portfolio across Europe. Before IDEO, he spent 12 years as a writer and editor at the Financial Times, Wired, and Contagious. So when he talks about when to use AI for storytelling and when not to, it comes from two decades of crafting his storytelling skills.

In this episode, Mina Seetharaman talks with Ed about two specific tools he uses to keep AI in an editor's seat: a "roasting agent" prompted to critique his drafts without any sugarcoating, and a simulated audience he rehearses pitches on before the real thing. They also get into what Ed is hearing from design leaders at Anthropic, Lovable, Shopify, and Google Creative Lab about how creative work is changing, and why he thinks the friction of writing something yourself is worth protecting rather than automating away.

AI & Emerging Tech
Media & Entertainment
Technology
Episode image

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Becca Carroll talks with Cue co-founder Sida Li about designing a personal AI for the messiness of everyday life—not just work. They explore how Sida stays anchored to human needs while navigating fast-changing technology, product tradeoffs, business-model experimentation, and the realities of building an AI company today.

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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
Episode image

Designing GenAI for the emotional side of money: Johannes Seemann

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Designing financial tools around the feelings that shape money decisions.

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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
Episode image

The curious leader's edge in uncertainty: Scott Shigeoka

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How genuine curiosity helps leaders navigate uncertainty with greater confidence.

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

Learning & Work
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