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Experiencing Data w/ Brian T. O’Neill

Brian T. O’Neill from Designing for Analytics

Your B2B analytics product does the hard technical work. So why aren't sales and adoption keeping up?

I'm Brian T. O'Neill, and my podcast, Experiencing Data, is a Listen Notes top 2% global podcast for founders, CEOs, and product leaders at B2B analytics companies: the ones whose product should be winning deals on technical sophistication alone, but isn't.

Maybe competitors have caught up on features and prospects say you all look the same, so you end up competing on price. Maybe customers never discover your best features and use you "like Excel." Maybe your value is algorithmic, and buyers can't see what they'd be paying for—something I call the Invisible Intelligence Gap.

Through solo episodes and interviews with CEOs, founders, and the enterprise data leaders who buy these products, I draw on my work as a product designer and strategy consultant to help you translate technical complexity into commercial clarity: connecting what your data product does to the outcomes, value, and human factors that still matter, even in the age of AI.

Experiencing Data is the only non-technical show about why technically impressive products don't sell or get used, and what to do about it.

Subscribe today on all major platforms or browse the episode archive.

Get 1-Page Episode Summaries In your Inbox:
https://designingforanalytics.com/ed

About Brian:
https://designingforanalytics.com/bio/

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  • #85
    Feb 22, 2022 · 44 min

    085 - Dr. William D. Báez on the Journey and ROI of Integrating UX Design into Machine Learning and Analytics Solutions

    Why design matters in data products is a question that, at first glance, may not be easily answered for some until they see users try to use ML models and analytics to make decisions. For Bill Báez, a data scientist and VP of Strategy at Ascend Innovations, realizing that design and UX matters in this context was a realization that grew over the course of a few years. Bill’s origins in the Air Force, and his transition to Ascend Innovations, instilled lessons about the importance of using design thinking with both clients and users. After observing solutions built in total isolation with zero empathy and knowledge of how they were being perceived in the wild, Bill realized the critical need to bring developers “upstairs” to actually observe the people using the solutions that were being built. Currently, Ascend Innovation’s consulting is primarily rooted in healthcare and community services, and in this episode, Bill provides some real-world examples where their machine learning and analytics solutions were informed by approaching the problems from a human-centered design perspective. Bill also dives in to where he is on his journey to integrate his UX and data science teams at Ascend so they can create better value for their clients and their client’s constituents. Highlights in this episode include: What caused Bill to notice design for the first time and its importance in data products (03:12) Bridging the gap between data science, UX, and the client’s needs at Ascend (08:07) How to deal with the “presenting problem” and working with feedback (16:00) Bill’s advice for getting designers, UX, and clients on the same page based on his experience to date (23:56) How Bill provides unity for his UX and data science teams (32:40) The effects of UX in medicine (41:00) Quotes from Today’s Episode “My journey into Design Thinking started in earnest when I started at Ascend, but I didn’t really have the terminology to use. For example, Design Thinking and UX were actually terms I was not personally aware of until last summer. But now that I know and have been exposed to it and have learned more about it, I realize I’ve been doing a lot of that type of work in earnest since 2018. - Bill (03:37) “Ascend Innovations has always been product-focused, although again, services is our main line of business. As we started hiring a more dedicated UX team, people who’ve been doing this for their whole career, it really helped me to understand what I had experienced prior to coming to Ascend. Part of the time I was here at Ascend that UX framework and that Design Thinking lens, it really brings a lot more firepower to what data science is trying to achieve at the end of the day.” - Bill (08:29) “Clients were surprised that we were asking such rudimentary questions. They’ll say ‘Well, we’ve already talked about that,’ or, ‘It should be obvious.’ or ‘Well, why are you asking me such a simple question?’ And we had to explain to them that we wanted to start at the bottom to move to the top. We don’t want to start somewhere midway and get the top. We want to make sure that we are all in alignment with what we’re trying to do, so we want to establish that baseline of understanding. So, we’re going to start off asking very simple questions and work our way up from there...” - Bill (21:09) “We’re building a thing, but the thing only has value if it creates a change in the world. The world being, in the mind of the stakeholder, in the minds of the users, maybe some third parties that are affected by that stuff, but it’s the change that matters. So what is the better state we want in the future for our client or for our customers and users? That’s the thing we’re trying to create. Not the thing; the change from the thing is what we want, and getting to that is the hard part.” - Brian (@rhythmspice) (26:33) “This is a gift that you’re giving to [stakeholders] to save time, to save money, to avoid building something that will never get used and will not provide value to them. You do need to push back against this and if they say no, that’s fine. Paint the picture of the risk, though, by not doing design. It’s very easy for us to build a ML model. It’s hard for us to build a model that someone will actually use to make the world better. And in this case, it’s healthcare or support, intervention support for addicts. “Do you really want a model, or do you want an improvement in the lives of these addicts? That’s ultimately where we’re going with this, and if we don’t do this, the risk of us pushing out an output that doesn’t get used is high. So, design is a gift, not a tax...” - Brian (@rhythmspice) (34:34) “I’d say to anybody out there right now who’s currently working on data science efforts: the sooner you get your people comfortable with the idea of doing Design Thinking, get them implemented into the projects that are currently going on. [...] I think that will be a real game-changer for your data scientists and your organization as a whole...” - Bill (42:19)

  • #84
    Feb 8, 2022 · 39 min

    084 - The Messy Truth of Designing and Building a Successful Analytics SAAS Product featuring Jonathan Kay (CEO, Apptopia)

    Building a SAAS business that focuses on building a research tool, more than building a data product, is how Jonathan Kay, CEO and Co-Founder of Apptopia frames his company’s work. Jonathan and I worked together when Apptopia pivoted from its prior business into a mobile intelligence platform for brands. Part of the reason I wanted to have Jonathan talk to you all is because I knew that he would strip away all the easy-to-see shine and varnish from their success and get really candid about what worked…and what hasn’t…during their journey to turn a data product into a successful SAAS business. So get ready: Jonathan is going to reveal the very curvy line that Apptopia has taken to get where they are today. In this episode, Jonathan also describes one of the core product design frameworks that Apptopia is currently using to help deliver actionable insights to their customers. For Jonathan, Apptopia’s research-centric approach changes the ways in which their customers can interact with data and is helping eliminate the lull between “the why” and “the actioning” with data. Here are some of the key parts of the interview: An introduction to Apptopia and how they serve brands in the world of mobile app data (00:36) The current UX gaps that Apptopia is working to fill (03:32) How Apptopia balances flexibility with ease-of-use (06:22) How Apptopia establishes the boundaries of its product when it’s just one part of a user’s overall workflow (10:06) The challenge of “low use, low trust” and getting “non-data” people to act (13:45) Developing strong conclusions and opinions and presenting them to customers (18:10) How Apptopia’s product design process has evolved when working with data, particularly at the UI level (21:30) The relationship between Apptopia’s buyer, versus the users of the product and how they balance the two (24:45) Jonathan’s advice for hiring good data product design and management staff (29:45) How data fits into Jonathan’s own decision making as CEO of Apptopia (33:21) Jonathan’s advice for emerging data product leaders (36:30) Quotes from Today’s Episode “I want to just give you some props on the work that you guys have done and seeing where it's gone from when we worked together. The word grit, I think, is the word that I most associate with you and Eli [former CEO, co-founder] from those times. It felt very genuine that you believed in your mission and you had a long-term vision for it.” - Brian T. O’Neill (@rhythmspice) (02:08) “A research tool gives you the ability to create an input, which might be, ‘I want to see how Netflix is performing.’ And then it gives you a bunch of data. And it gives you good user experience that allows you to look for the answer to the question that’s in your head, but you need to start with a question. You need to know how to manipulate the tool. It requires a huge amount of experience and understanding of the data consumer in order to actually get the answer to the question. For me, that feels like a miss because I think the amount of people who need and can benefit from data, and the amount of people who know how to instrument the tools to get the answers from the data—well, I think there’s a huge disconnect in those numbers. And just like when I take my car to get service, I expected the car mechanic knows exactly what the hell is going on in there, right? Like, our obligation as a data provider should be to help people get closer to the answer. And I think we still have some room to go in order to get there.” - Jonathan Kay (@JonathanCKay) (04:54) “You need to present someone the what, the why, etc.—then the research component [of your data product] is valuable. And so it’s not that having a research tool isn’t valuable. It’s just, you can’t have the whole thing be that. You need to give them the what and the why first.” - Jonathan Kay (@JonathanCKay) (08:45) “You can't put equal resources into everything. Knowing the boundaries of your data product is important, but it's a hard thing to know sometimes where to draw those. A leader has to ask, ‘am I getting outside of my sweet spot? Is this outside of the mission?’ Figuring the right boundaries goes back to customer research.” - Brian T. O’Neill (@rhythmspice) (12:54) “What would I have done differently if I was starting Apptopia today? I would have invested into the quality of the data earlier. I let the product design move me into the clouds a little bit, because sometimes you're designing a product and you're designing visuals, but we were doing it without real data. One of the biggest things that I've learned over a lot of mistakes over a long period of time, is that we've got to incorporate real data in the design process.” - Jonathan Kay (@JonathanCKay) (20:09) “We work with one of the biggest food manufacturer distributors in the world, and they were choosing between us and our biggest competitor, and what they essentially did was [say] “I need to put this report together every two weeks. I used your competitor’s platform during a trial and your platform during the trial, and I was able to do it two hours faster in your platform, so I chose you—because all the other checkboxes were equal. However, at the end of the day, if we could get two hours a week back by using your tool, saving time and saving money and making better decisions, they’re all equal ROI contributors.” - Jonathan Kay on UX (@JonathanCKay) (27:23) “In terms of our product design and management hires, we're typically looking for people who have not worked at one company for 10 years. We've actually found a couple phenomenal designers that went from running their own consulting company to wanting to join full time. That was kind of a big win because one of them had a huge breadth of experience working with a bunch of different products in a bunch of different spaces.”- Jonathan Kay (@JonathanCKay) (30:34) “In terms of how I use data when making decisions for Apptopia, here’s an example. If you break our business down into different personas, my understanding one time was that one of our personas was more stagnant. The data however, did not support that. And so we're having a resource planning meeting, and I'm saying, ‘let's pull back resources a little bit,’ but [my team is] showing me data that says my assumption on that customer segment is actually incorrect. I think entrepreneurs and passionate people need data more because we have so much conviction in our decisions—and because of that,I'm more likely to make bad decisions. Theoretically good entrepreneurs should have good instincts, and you need to trust those, but what I’m saying is, you also need to check those. It's okay to make sure that your instinct is correct, right? And one of the ways that I’ve gotten more mature is by forcing people to show me data to either back up my decision in either direction and being comfortable being wrong. And I am wrong at least half of the time with those things!” - Jonathan Kay (@JonathanCKay) (34:09)

  • #83
    Jan 25, 2022 · 33 min

    083 -Why Bob Goodman Thinks Product Management and Design Must Dance Together to Create “Experience Layers” for Data Products

    Design takes many forms and shapes. It is an art, a science, and a method for problem solving. For Bob Goodman, a product management and design executive, the way to view design is as a story and a narrative that conveys the solution to the customer. As a former journalist with 20 years of experience in consumer and enterprise software, Bob has a unique perspective on enabling end-user decision making with data. Having worked in both product management and UX, Bob shapes the narrative on approaching product management and product design as parts of a whole, and we talked about how data products fit into this model. Bob also shares why he believes design and product need to be under the same umbrella to prevent organizational failures. We also discussed the challenges and complexities that come with delivering data-driven insights to end users when ML and analytics are behind the scenes. An overview of Bob’s recent work as an SVP of product management - and why design, UX and product management were unified. (00:47) Bob’s thoughts on centralizing the company data model - and how this data and storytelling are integral to the design process. (06:10) How product managers and data scientists can gain perspective on their work. (12:22) Bob describes a recent dashboard and analytics product, and how customers were involved in its creation. (18:30) How “being wrong” is a method of learning - and a look at what Bob calls the “spotlight challenge.” (23:04) Why productizing data science is challenging. (30:14) Bob’s advice for making trusted data products. (33:46) Quotes from Today’s Episode “[I think of] product management and product design as a unified function. How do those work together? There’s that Steve Jobs quote that we all know and love that design is not just what it looks like but it’s also how it works, and when you think of it that way, kind of end-to-end, you start to see product management and product design as a very unified.”- Bob Goodman (@bob_goodman) (01:34) “I have definitely experienced that some people see product management and design and UX is quite separate [...] And this has been a fascinating discovery because I think as a hybrid person, I didn’t necessarily draw those distinctions. [...] From product and design standpoint, I personally was often used to, especially in startup contexts, starting with the data that we had to work with [...]and saying, ‘Oh, this is our object model, and this is where we have context, [...]and this is the end-to-end workflow.’ And I think it’s an evolution of the industry that there’s been more and more specialization, [and] training, and it’s maybe added some barriers that didn’t exist between these disciplines [in the past].”- Bob Goodman (@bob_goodman) (03:30) “So many projects tend to fail because no one can really define what good means at the beginning. The strategy is not clear, the problem set is not clear. If you have a data team that thinks the job is to surface the insights from this data, a designer is thinking about the users’ discrete tasks, feelings, and objectives. They are not there to look at the data set; they are there to answer a question and inform a decision. For example, the objective is not to look at sleep data; it may be to understand, ‘am I’m getting enough rest?’”- Brian T. O’Neill (@rhythmspice) (08:22) “I imagine that when one is fascinated by data, it might be natural to presume that everyone will share this equal fascination with a sort of sleuthing or discovery. And then it’s not the case, It’s TL;DR. And so, often users want the headline, or they even need the kind of headline news to start at a glance. And so this is where this idea of storytelling with data comes in, and some of the research [that helps us] understand the mindset that consumers come to the table with.”- Bob Goodman (@bob_goodman) (09:51) “You were talking about this technologist’s idea of being ‘not user right, but it’s data right.’ I call this technically right, effectively wrong. This is not an infrequent thing that I hear about where the analysis might be sound, or the visualization might technically be the right thing for a certain type of audience. The difference is, are we designing for decision-making or are we designing to display the data that does tell some story, whether or not it informs the human decision-making that we’re trying to support? The latter is what most analytics solutions should strive to be”- Brian T. O’Neill (@rhythmspice) (16:11) “We were working to have a really unified approach and data strategy, and to deliver on that in the best possible way for our clients and our end-users [...]. There are many solutions for custom reports, and drill-downs and data extracts, and we have all manner of data tooling. But in the part that we’re really productizing with an experience layer on top, we’re definitely optimizing on the meaningful part versus the display side [which] maybe is a little bit of a ‘less is more’ type of approach.”- Bob Goodman (@bob_goodman) (17:25) “Delivering insights is simply the topic that we’re starting with, which is just as a user, as a reader, especially a business reader, ‘how much can I intake? And what do I need to make sense of it?’ How declarative can you be, responsibly and appropriately to bring the meaning and the insights forward?There might be a line that’s too much.”- Bob Goodman (@bob_goodman) (33:02) Links Referenced LinkedIn: https://www.linkedin.com/in/bobgoodman/

  • #82
    Jan 11, 2022 · 37 min

    082 - What the 2021 $1M Squirrel AI Award Winner Wants You To Know About Designing Interpretable Machine Learning Solutions w/ Cynthia Rudin

    Episode Description As the conversation around AI continues, Professor Cynthia Rudin, Computer Scientist and Director at the Prediction Analysis Lab at Duke University, is here to discuss interpretable machine learning and her incredible work in this complex and evolving field. To begin, she is the most recent (2021) recipient of the $1M Squirrel AI Award for her work on making machine learning more interpretable to users and ultimately more beneficial to humanity. In this episode, we explore the distinction between explainable and interpretable machine learning and how black boxes aren’t necessarily “better” than more interpretable models. Cynthia offers up real-world examples to illustrate her perspective on the role of humans and AI, shares takeaways from her previous work which ranges from predicting criminial recidivism to predicting manhole cover explosions in NYC (yes!). I loved this chat with her because, for one, Cynthia has strong, heavily informed opinions from her concentrated work in this area, and secondly, because Cynthia is thinking about both the end users of ML applications as well as the humans who are “out of the loop,” but nonetheless impacted by the decisions made by the users of these AI systems. In this episode, we cover: Background on the Squirrel AI Award – and Cynthia unpacks the differences between Explainable and Interpretable ML. (00:46) Using real-world examples, Cynthia demonstrates why black boxes should be replaced. (04:49) Cynthia’s work on the New York City power grid project, exploding manhole covers, and why it was the messiest dataset she had ever seen. (08:20) A look at the future of machine learning and the value of human interaction as it moves into the next frontier. (15:52) Cynthia’s thoughts on collecting end-user feedback and keeping humans in the loop. (21:46) The current problems Cynthia and her team are exploring—the Roshomon Set, optimal sparse decision trees, sparse linear models, causal inference, and more. (32:33) Quotes from Today’s Episode “I’ve been trying to help humanity my whole life with AI, right? But it’s not something I tried to earn because there was no award like this in the field while I was trying to do all of this work. But I was just totally amazed, and honored, and humbled that they chose me.”- Cynthia Rudin on receiving the AAAI Squirrel AI Award. (@cynthiarudin) (1:03) “Instead of trying to replace the black boxes with inherently interpretable models, they were just trying to explain the black box. And when you do this, there's a whole slew of problems with it. First of all, the explanations are not very accurate—they often mislead you. Then you also have problems where the explanation methods are giving more authority to the black box, rather than telling you to replace them.”- Cynthia Rudin (@cynthiarudin) (03:25) “Accuracy at all costs assumes that you have a static dataset and you’re just trying to get as high accuracy as you can on that dataset. [...] But that is not the way we do data science. In data science, if you look at a standard knowledge discovery process, [...] after you run your machine learning technique, you’re supposed to interpret the results and use that information to go back and edit your data and your evaluation metric. And you update your whole process and your whole pipeline based on what you learned. So when people say things like, ‘Accuracy at all costs,’ I’m like, ‘Okay. Well, if you want accuracy for your whole pipeline, maybe you would actually be better off designing a model you can understand.’”- Cynthia Rudin (@cynthiarudin) (11:31) “When people talk about the accuracy-interpretability trade-off, it just makes no sense to me because it’s like, no, it’s actually reversed, right? If you can actually understand what this model is doing, you can troubleshoot it better, and you can get overall better accuracy.“- Cynthia Rudin (@cynthiarudin) (13:59) “Humans and machines obviously do very different things, right? Humans are really good at having a systems-level way of thinking about problems. They can look at a patient and see things that are not in the database and make decisions based on that information, but no human can calculate probabilities really accurately in their heads from large databases. That’s why we use machine learning. So, the goal is to try to use machine learning for what it does best and use the human for what it does best. But if you have a black box, then you’ve effectively cut that off because the human has to basically just trust the black box. They can’t question the reasoning process of it because they don’t know it.”- Cynthia Rudin (@cynthiarudin) (17:42) “Interpretability is not always equated with sparsity. You really have to think about what interpretability means for each domain and design the model to that domain, for that particular user.”- Cynthia Rudin (@cynthiarudin) (19:33) “I think there's sometimes this perception that there's the truth from the data, and then there's everything else that people want to believe about whatever it says.”- Brian T. O’Neill (@rhythmspice) (23:51) “Surveys have their place, but there's a lot of issues with how we design surveys to get information back. And what you said is a great example, which is 7 out of 7 people said, ‘this is a serious event.’ But then you find out that they all said serious for a different reason—and there's a qualitative aspect to that. […] The survey is not going to tell us if we should be capturing some of that information if we don't know to ask a question about that.”- Brian T. O’Neill (@rhythmspice) (28:56) Links Squirrel AI Award: https://aaai.org/Pressroom/Releases/release-21-1012.php “Machine Bias”: https://www.propublica.org/article/machine-bias-risk-assessments-in-criminal-sentencing Users.cs.duke.edu/~cynthia: https://users.cs.duke.edu/~cynthia Teaching: https://users.cs.duke.edu/~cynthia/teaching.html

  • #81
    Dec 28, 2021 · 36 min

    081 - The Cultural and $ Benefits of Human-Centered AI in the Enterprise: Digging Into BCG/MIT Sloan’s AI Research w/ François Candelon

    Episode Description The relationship between humans and artificial intelligence has been an intricate topic of conversation across many industries. François Candelon, Global Director at Boston Consulting Group Henderson Institute, has been a significant contributor to that conversation, most notably through an annual research initiative that BCG and MIT Sloan Management Review have been conducting about AI in the enterprise. In this episode, we’re digging particularly into the findings of the 2020 and 2021 studies that were just published at the time of this recording. Through these yearly findings, the study has shown that organizations with the most competitive advantage are the ones that are focused on effectively designing AI-driven applications around the humans in the loop. As these organizations continue to generate value with AI, the gap between them and companies that do not embrace AI has only increased. To close this gap, companies will have to learn to design trustworthy AI applications that actually get used, produce value, and are designed around mutual learning between the technology and users. François claims that a “human plus AI” approach —what former Experiencing Data guest Ben Schneiderman calls HCAI (see Ep. 062)—can create organizational learning, trust, and improved productivity. In this episode, we cover: How the Henderson Institute is conducting its multi-year study with MIT Sloan Management Review. (00:43) The core findings of the 2020 study, what the 10/20/70 rule is, and how Francois uses it to determine a company’s level of successful deployment of AI, and specific examples of what leading companies are doing in terms of user experience around AI. (03:08) The core findings of the 2021 study, and how mutual learning between human and machine (i.e. the experience of learning from and contributing to ML applications) increases the success rate of AI deployments. (07:53) The AI driving license for CxOs: A discussion about the gap between C-suite and data scientists and why it’s critical for teams to be agile and integrate both capabilities. (14:44) Why companies should embed AI as the core of their operating process. (22:07) François’ perspective on leveraging AI and why it is meant to solve problems and impact cultural change. (29:28) Quotes from Today’s Episode “What makes the real difference is when you have what we call organizational learning, which means that at the same time you learn from AI as an individual, as a human, AI will learn from you. And this is relatively easy to understand because as we’re in a world, which is always more uncertain, the rate of learning, the ability for an organization to learn, is one of the most important competitive advantages.”- François Candelon (04:58) “When there is an additional effectiveness linked to AI, people will feel more comfortable, will feel augmented, not replaced, and then they will trust AI. As they trust, they are ready to have additional use cases implemented and therefore you are entering into a virtuous cycle.”- François Candelon (08:06) “If you try to optimize human plus AI and build on their respective capabilities—humans are much better at dealing with ambiguity and AI deals with large amounts of data, If you’re able to combine both, then you’re in a situation to be ready to create a source of competitive advantage.”- François Candelon (09:36) “I think that’s largely the point of my show and what I’m trying to focus on is to talk to the people who do want to go beyond the technical work. Building technically, right, effectively wrong solutions is something nobody needs, and at some point, not only is it not good for your career, but you might find it more rewarding to work on things that actually matter, that get used, that go into the world, that produce value. It’s more personally gratifying, not just for the business, but yourself.”- Brian T. O’Neill (@rhythmspice) (20:55) “Making sure that AI becomes the core of your operating process and your operating model [is] very important. I think that very often companies ask themselves, ‘how could AI help me optimize my process?’ I believe that they should now move—or at least the most advanced—are now moving to, ‘how should I make sure that I redesign my process to get the full potential of AI, to bring AI at the core of my operating model?’”- François Candelon (24:40) “AI is a way to solve problems, not an objective in itself. So, this is why when I used to say we are an AI-enabled or an AI-powered company, it shows a capability. It shows a way of thinking and the ability to deal with the foundational capabilities of AI. It’s not something else. And this is why—for the data scientists that will be open to better understanding business—they will learn a lot, and it will be very enlightening to be able to solve these issues and to solve these problems.”- François Candelon (30:51) “The human in the loops matter, folks. For now at least, we’re still here. It’s not all machines running machines. So, you have to figure out the human-machine interaction. It’s not going away, and so when you’re ready, it’s time to face that we need to design for the human in the loop, and we need to think about the last mile, and we need to think about change, adoption, and all the human factors that go into the solution, as well as the technologies.”- Brian T. O’Neill (@rhythmspice) (35:35) Links BCG Henderson Institute: https://bcghendersoninstitute.com/ François on LinkedIn: https://www.linkedin.com/in/françois-candelon

  • #80
    Dec 14, 2021 · 46 min

    080 – How to Measure the Impact of Data Products…and Anything Else with Forecasting and Measurement Expert Doug Hubbard

    Finding it hard to know the value of your data products on the business or your end users? Do you struggle to understand the impact your data science, analytics, or product team is having on the people they serve? Many times, the challenge comes down to figuring out WHAT to measure, and HOW. Clients, users, and customers often don’t even know what the right success or progress metrics are, let alone how to quantify them. Learning how to measure what might seem impossible is a highly valuable skill for leaders who want to track their progress with data—but it’s not all black and white. It’s not always about “more data,” and measurement is also not about “the finite, right answer.” Analytical minds, ready to embrace subjectivity and uncertainty in this episode! In this insightful chat, Doug and I explore examples from his book, How to Measure Anything, and we discuss its applicability to the world of data and data products. From defining trust to identifying cognitive biases in qualitative research, Doug shares how he views the world in ways that we can actually measure. We also discuss the relationship between data and uncertainty, forecasting, and why people who are trying to measure something usually believe they have a lot less data than they really do. Episode Description A discussion about measurement, defining “trust”, and why it is important to collect data in a systematic way. (01:35) Doug explores “concept, object and methods of measurement” - and why most people have more data than they realize when investigating questions. (09:29) Why asking the right questions is more important than “needing to be the expert” - and a look at cognitive biases. (16:46) The Dunning-Kruger effect and how it applies to the way people measure outcomes - and Bob discusses progress metrics vs success metrics and the illusion of cognition. (25:13) How one of the challenges with machine learning also creates valuable skepticism - and the three criteria for experience to convert into learning. (35:35) Quotes from Today’s Episode “Often things like trustworthiness or collaboration, or innovation, or any—all the squishy stuff, they sound hard to measure because they’re actually an umbrella term that bundles a bunch of different things together, and you have to unpack it to figure out what it is you’re talking about. It’s the beginning of all scientific inquiry is to figure out what your terms mean; what question are you even asking?”- Doug Hubbard (@hdr_frm) (02:33) “Another interesting phenomenon about measurement in general and uncertainty, is that it’s in the cases where you have a lot of uncertainty when you don’t need many data points to greatly reduce it. [People] might assume that if [they] have a lot of uncertainty about something, that [they are] going to need a lot of data to offset that uncertainty. Mathematically speaking, just the opposite is true. The more uncertainty you have, the bigger uncertainty reduction you get from the first observation. In other words, if, you know almost nothing, almost anything will tell you something. That’s the way to think of it.”- Doug Hubbard (@hdr_frm) (07:05) “I think one of the big takeaways there that I want my audience to hear is that if we start thinking about when we’re building these solutions, particularly analytics and decision support applications, instead of thinking about it as we’re trying to give the perfect answer here, or the model needs to be as accurate as possible, changing the framing to be, ‘if we went from something like a wild-ass guess, to maybe my experience and my intuition, to some level of data, what we’re doing here is we’re chipping away at the uncertainty, right?’ We’re not trying to go from zero to 100. Zero to 20 may be a substantial improvement if we can just get rid of some of that uncertainty, because no solution will ever predict the future perfectly, so let’s just try to reduce some of that uncertainty.”- Brian T. O’Neill (@rhythmspice) (08:40) “So, this is really important: [...] you have more data than you think, and you need less than you think. People just throw up their hands far too quickly when it comes to measurement problems. They just say, ‘Well, we don’t have enough data for that.’ Well, did you look? Tell me how much time you spent actually thinking about the problem or did you just give up too soon? [...] Assume there is a way to measure it, and the constraint is that you just haven’t thought of it yet. ”- Doug Hubbard (@hdr_frm) (15:37) “I think people routinely believe they have a lot less data than they really do. They tend to believe that each situation is more unique than it really is [to the point] that you can’t extrapolate anything from prior observations. If that were really true, your experience means nothing.”- Doug Hubbard (@hdr_frm) (29:42) “When you have a lot of uncertainty, that’s exactly when you don’t need a lot of data to reduce it significantly. That’s the general rule of thumb here. [...] If what we’re trying to improve upon is just the subjective judgment of the stakeholders, all the research today—and by the way, here’s another area where there’s tons of data—there’s literally hundreds of studies where naive statistical models are compared to human experts […] and the consistent finding is that even naive statistical models outperform human experts in a surprising variety of fields.”- Doug Hubbard (@hdr_frm) (32:50) Links Referenced How to Measure Anything: https://www.amazon.com/gp/product/1118539273/ Hubbard Decision Research: https://hubbardresearch.com

  • #79
    Nov 30, 2021 · 36 min

    079 - How Sisu’s CPO, Berit Hoffmann, Is Approaching the Design of Their Analytics Product…and the UX Mistakes She Won’t Make Again

    Berit Hoffmann, Chief Product Officer at Sisu, tackles design from a customer-centric perspective with a focus on finding problems at their source and enabling decision making. However, she had to learn some lessons the hard way along the road, and in this episode, we dig into those experiences and what she’s now doing differently in her current role as a CPO. In particular, Berit reflects on her “ivory tower design” experience at a past startup called Bebop. In that time, she quickly realized the importance of engaging with customer needs and building intuitive and simple solutions for complex problems. Berit also discusses the Double Diamond Process and how it shapes her own decision-making and the various ways she carries her work at Sisu. In this episode, we also cover: How Berit’s “ivory tower design experience” at Bebop taught her the importance of dedicating time to focus on the customer. (01:31) What Berit looked for as she researched Sisu prior to joining - and how she and Peter Bailis, Founder and CEO, share the same philosophy on what a product’s user experience should look like. (03:57) Berit discusses the Double Diamond Process and the life cycle of designing a project - and shares her take on designing for decision making. (10:17) Sisu’s shift from answering the why to the what - and how they approach user testing using product as a metric layer. (19:10) Berit explores the tension that can arise when designing a decision support tool. (31:03) Quotes from Today’s Episode “I kind of learned the hard way, the importance of spending that time with customers upfront and really digging into understanding what problems are most challenging for them. Those are the problems to solve, not the ones that you as a product manager or as a designer think are most important. It is a lesson I carry forward with me in terms of how I approach anything I'm going to work on now. The sooner I can get it in front of users, the sooner I can get feedback and really validate or invalidate my assumptions, the better because they're probably going to tell me why I'm wrong.”- Berit Hoffmann (03:15) “As a designer and product thinker, the problem finding is almost more important than the solutioning because the solution is easy when you really understand the need. It's not hard to come up with good solutions when the need is so clear, which you can only get through conversation, inquiry, shadowing, and similar research and design methods.” - Brian T. O’Neill (@rhythmspice) (10:54) “Decision-making is a human process. There's no world in which you're going to spit out an answer and say, ‘just go do it.’ Software is always going to be missing the rich context and expertise that humans have about their business and the context in which they're making the decision. So, what that says to me is inherently, decision-making is also going to be an iterative process. [...] What I think technology can do is it can automate and accelerate a lot of the manual repetitive steps in the analysis that are taking up a bunch of time today. Especially as data is getting exponentially more complex and multi-dimensional.”- Berit Hoffmann (17:44) “When we talk to people about solving problems, 9 out of 10 people say they would add something to whatever it is that you're making to make it better. So often, when designers think about modernism, it is very much about ‘what can I take away that will help it make it better?’ And, I think this gets lost. The tendency with data, when you think about how much we're collecting and the scale of it, is that adding it is always going to make it better and it doesn't make it better all the time. It can slow things down and cause noise. It can make people ask even more questions. When in reality, the goal is to make a decision.”- Brian T. O’Neill (@rhythmspice) (30:11) “I’m trying to resist the urge to get industry-specific or metric specific in any of the kind of baseline functionality in the product. And instead, say that we can experiment in a lightweight way in terms of outside of the product, health content, guidance on best practices, etc. That is going to be a constant tension because the types of decisions that you enact and the types of questions you're digging into are really different depending on whether you're a massive hotel chain compared to a quick-service restaurant compared to a B2B SAAS company. The personas and the questions are so different. So that's a tension that I think is really interesting when you think about the decision-making workflow and who those stakeholders are.”- Berit Hoffmann (32:05) Links Referenced Sisu: https://sisudata.com Berit Hoffmann on LinkedIn: https://www.linkedin.com/in/Hoffmannn-berit/ Sisu on LinkedIn: https://www.linkedin.com/company/sisu-data/

  • #78
    Nov 16, 2021 · 40 min

    078 - From Data to Product: What is Data Product Management and Why Do We Need It with Eric Weber

    Eric Weber, Head of Data Product at Yelp, has spent his career developing a product-minded approach to producing data-driven solutions that actually deliver value. For Eric, developing a data product mindset is still quite new and today, we’re digging into all things “data product management” and why thinking of data with a product mindset matters. In our conversation, Eric defines what data products are and explains the value that data product managers can bring to their companies. Eric’s own ethos on centering on empathy, while equally balanced with technical credibility, is central to his perspectives on data product management. We also discussed how Eric is bringing all of this to hand at Yelp and the various ways they’re tackling their customers' data product needs. In this episode, we also cover: What is a data product and why do we need data product management? (01:34) Why successful data product managers carry two important traits - empathy and technical credibility. (10:47) A discussion about the levels of problem-solving maturity, the challenge behind delivering solutions, and where product managers can be the most effective during the process. (16:54) A look at Yelp’s customer research strategy and what they are focusing on to optimize the user experience. (21:28) How Yelp’s product strategy is influenced by classes of problems – and Yelp’s layers of experimentation. (27:38) Eric reflects on unlearning and talks about his newsletter, From Data to Product. (34:36) Quotes from Today’s Episode “Data products bring companies a way to think about the long-term viability and sustainability of their data investments. [...] And part of that is creating things that are sustainable, that have a strategy, that have a customer in mind. And a lot of these things people do - maybe they don't call it out explicitly, but this is a packaging that I think focuses us in the right places rather than hoping for the best.”- Eric Weber (@edweber1) (02:43) “My hypothesis right now is that by introducing [product management] as a role, you create a vision for our product that is not just tied to a person, it's not just tied to a moment in time of the company. It's something where you can actually have another product manager come in and understand where things are headed. I think that is really the key to seeing the 10 to 20-year sustainability, other than crossing your fingers and hoping that one person stays for a long time, which is kind of a tough bet in this environment.”- Eric Weber (@edweber1) (07:27) “My background is in design and one of the things that I have to work on a lot with my clients and with data scientists in particular, is getting out of the head of wanting to work on “the thing” and learning how to fall in love with the customer's problem and their need. And this whole idea of empathy, not being a squishy thing, but do you want your work to matter? Or, do you just write code or work on models all day long and you don't care if it ships and makes a difference? I think good product-minded people care a lot about that outcome. So, this output versus outcome thing is a mindset change that has to happen.”- Brian T. O’Neill (@rhythmspice) (10:56) “The question about whether you focus on internal development or external buying often goes back to, what is your business trying to do? And how much is this going to cost us over time? And it's fascinating because I want [anyone listening] to come across [the data product] field as an area in motion. It's probably going to look pretty different a year from now, which I find pretty awesome and fascinating myself.”- Eric Weber (@edweber1) (27:02) “If you don't have a deep understanding of what your customer is trying to do and are able to abstract it to some general class of problem, you're probably going to end up building a solution that's too narrow and not sustainable because it will solve something in the short term. But, what if you have to re-architect the whole thing? That's where it becomes really expensive and where having a product strategy pays off.”- Eric Weber (@edweber1) (31:28) “I've had to unlearn that idea that I need to create a definitive framework of what someone does. I just need to be able to put on different lenses. [For example] if I'm talking to design today, these are probably the things that they're going to be focused on and concerned about. If I'm talking to our executive team, this is probably how they're going to break this problem down and look at it. So, I think it's not necessarily dropping certain frameworks, it's being able to understand that some of them are useful in certain scenarios and they're not in others. And that ability is something that I think has created this chance for me to look at the data product from different spaces and think about why it might be valuable.”- Eric Weber (@edweber1) (35:54) Links Subscribe to “From Data to Product” on Substack LinkedIn Yelp

  • #77
    Nov 2, 2021 · 42 min

    077 - Productizing Analytics for Performing Arts Organizations with AMS Analytics CPO Jordan Gross Richmond

    Even in the performing arts world, data and analytics is serving a purpose. Jordan Gross Richmond is the Chief Product Officer at AMS Analytics, where they provide benchmarking and performance reporting to performing arts organizations. As many of you know, I’m also a musician who tours and performs in the performing arts market and so I was curious to hear how data plays a role “off the stage” within these organizations. In particular, I wanted to know how Jordan designed the interfaces for AMS Analytics’s product, and what’s unique (or not!) about using data to manage arts organizations. Jordan also talks about the beginnings of AMS and their relationship with leaders in the performing arts industry and the “birth of benchmarking” in this space. From an almost manual process in the beginning, AMS now has a SaaS platform that allows performing arts centers to see the data that helps drive their organizations. Given that many performing arts centers are non-profit organizations, I also asked Jordan about how these organizations balance their artistic mission against the colder, harder facts of data such as ticket sales, revenue, and “the competition.” In this episode, we also cover: How the AMS platform helps leaders manage their performing arts centers and the evolution of the AMS business model. (01:10) Benchmarking as a measure of success in the performing arts industry and the “two buckets of context” AMS focuses on. (06:00) Strategies for measuring intangible success and how performing arts data is about more than just the number of seats filled at concerts and shows. (15:48) The relationships between AMS and its customers, their organizational structure, and how AMS has shaped it into a useful SaaS product. (26:27) The role of users in designing the solution and soliciting feedback and what Jordan means when he says he “focuses on the problems, and not the solutions” in his role as Chief Product Officer. (35:38) Quotes from Today’s Episode “I think [AMS] is a one-of-a-kind thing, and what it does now is it provides what I consider to be a steering wheel for these leaders. It’s not the kind of thing that’s going to help anybody figure out what to do tomorrow; it’s more about what’s going on in a year from now and in five years from now. And I think the need for this particular vision comes from the evolution in the business model in general of the performing arts and the cultural arts in America.”- Jordan Gross Richmond (@the1jordangross) (03:07) “No one metric can solve everything. It’s a one-to-one relationship in terms of data model to analytical point. So, we have to be really careful that we don't think that just because there's a lot of charts on the screen, we must be able to answer all of our [customers'] questions.”- Jordan Gross Richmond (@the1jordangross) (18:18) “We are absolutely a product-led organization, which essentially means that the solutions are built into the product, and the relationship with the clients and the relationship with future clients is actually all engineered into the product itself. And so I never want to create anything in a black box. Nobody benefits from a feature that nobody cares about.”- Jordan Gross Richmond (@the1jordangross) (29:16) “This is an evolution that's driven not by the technology itself, but [...] by the key stakeholders amongst this community. And we found that to be really successful. In terms of product line growth, when you listen to your users and they feel heard, the sky's the limit. Because at that point, they have buy-in, so you have a real relationship. ”- Jordan Gross Richmond (@the1jordangross) (31:11) “Successful product leaders don't focus on the solutions. We focus on the problems. And that's where I like to stay, because sometimes we kind of get into lots of proposals. My role in these meetings is often to help identify the problem and make sure we're all solving the same problem because we can get off pretty easily on a solution that sounds sexy [or] interesting, but if we're not careful, we might be solving a problem that doesn't even exist.”- Jordan Gross Richmond (@the1jordangross) (35:09) “It’s about starting with the customer’s problems and working backwards from that. I think that you have to start with the problem space that they're in, and then you do the best job you can with the data that's available. [...] So, I love the fact that you're having these working groups. Sometimes we call these design partners in the design world, and I think that kind of regular interaction and exposure, especially early and as frequently as possible, is a great habit.”- Brian T. O’Neill (@rhythmspice) (40:26) Links Referenced https://www.ams-analytics.com/

  • #76
    Oct 19, 2021 · 43 min

    076 - How Bedrock’s “Data by Design” Mantra Helps Them Build Human-Centered Solutions with Jesús Templado

    Why do we need or care about design in the work of data science? Jesús Templado, Managing Director at Bedrock, is here to tell us about how Bedrock executes their mantra, “data by design.” Bedrock has found ways to bring to their clients a design-driven, human-centered approach by utilizing a “hybrid model” to synthesize technical possibilities with human needs. In this episode, we explore Bedrock’s vision for how to achieve this synthesis as part of the firm’s DNA, and how Bedrock adopted their vision to make data more approachable with the client being central to their design efforts. Jesús also discusses a time when he championed making “data by design” a successful strategy with a large chain of hotels, and he offers insight on how making clients feel validated and heard plays a part. In our chat, we also covered: “Data by design” and how Bedrock implements this design-driven approach. (00:43) Bedrock’s vision for how they support their clients and why design has always been part of their DNA. (08:53) Jesús shares a time when he successfully implemented a design process for a large chain of hotels, and some of the challenges that came with that approach. (14:47) The importance of making clients feel heard by dedicating time to research and UX and how the team navigates conversations about risk with customers. (24:12) More on the client experience and how Bedrock covers a large spectrum of areas to ensure that they deliver a product that makes sense for the customer. (33:01) Jesús’ opinion on why companies should consider change management when building products and systems - and a look at the Data Stand-Up podcast (35:42) Quotes from Today’s Episode “Many people in corporations don’t have the technical background to understand the possibilities when it comes to analyzing or using data. So, bringing a design-based framework, such as design thinking, is really important for all of the work that we do for our clients.” - Jesús Templado (2:33) “We’ve mentioned “data by design” before as our mantra; we very much prefer building long-lasting relationships based on [understanding] our clients' business and their strategic goals. We then design and ideate an implementation roadmap with them and then based on that, we tackle different periods for building different models. But we build the models because we understand what’s going to bring us an outcome for the business—not because the business brings us in to deliver only a model for the sake of predicting what the weather is going to be in two weeks.”- Jesús Templado (14:07) “I think as consultants and people in service, it’s always nice to make friends. And, I like when I can call a client a friend, but I feel like I’m really here to help them deliver a better future state [...] And the road may be bumpy, especially if design is a new thing. And it is often new; in the context of data science and analytics projects.”- Brian T. O’Neill (@rhythmspice) (26:49) “When we do data science [...] that’s a means to an end. We do believe it’s important that the client understands the reasoning behind everything that we do and build, but at the end of the day, it’s about understanding that business problem, understanding the challenge that the company is facing, knowing what the expected outcome is, and knowing how you will deliver or predict that outcome to be used for something meaningful and relevant for the business.”- Jesús Templado (33:06) “The appetite for innovation is high, but a lot of the companies that want to do it are more concerned about risk. Risk and innovation are at opposite ends of the spectrum. And so, if you want to be innovative, by definition—you’re signing up for failure on the way to success. [...] It’s about embracing an iterative process, it’s about getting feedback along the way, it’s about knowing that we don’t know everything, and we’re signing up for that ambiguity along the way to something better.”- Brian T. O’Neill (@rhythmspice) (38:20) Links Referenced Bedrock: https://bedrockdbd.com Data Stand-Up podcast: https://bedrockdbd.com/podcast/ LinkedIn: https://www.linkedin.com/in/Jesústg/

  • #75
    Oct 5, 2021 · 42 min

    075 - How CDW is Integrating Design Into Its Data Science and Analytics Teams with Prasad Vadlamani

    How do we get the most breadth out of design and designers when building data products? One way is to have designers be at the front leading the charge when it comes to creating data products that must be useful, usable, and valuable. For this episode Prasad Vadlamani, CDW’s Director of Data Science and Advanced Analytics, joins us for a chat about how they are making design a larger focus of how they create useful, usable data products. Prasad talks about the importance of making technology—including AI-driven solutions—human centered, and how CDW tries to keep the end user in mind. Prasad and I also discuss his perspectives on how to build designers into a data product team and how to successfully navigate the grey areas between various areas of expertise. When this is done well, then the entire team can work with each other's strengths and advantages to create a more robust product. We also discuss the role a UI-free user experience plays in some data products, some differences between external and internally-facing solutions, and some of Prasad’s valuable takeaways that have helped to shape the way he thinks design, data science, and analytics can collaborate. In our chat, we covered: Prasad’s first introduction to designers and how he leverages the disciplines of design and product in his data science and analytics work (1:09) The terminology behind product manager and designer and how these functions play a role in an enterprise AI team (5:18) How teams can use their wide range of competencies to their advantage (8:52) A look at one UI-less experience and the value of the “invisible interface” (14:58) Understanding the model development process and why the model takes up only a small percentage of the effort required to successfully bring a data product to end users (20:52) The differences between building an internal vs external product, what to consider, and Prasad’s “customer zero” approach. (29.17) Expectations Prasad sets with customers (stakeholders) about the life expectancy of data products when they are in their early stage of development (35:02)

  • #74
    Sep 21, 2021 · 44 min

    074 - Why a Former Microsoft ML/AI Researcher Turned to Design to Create Intelligent Products from Messy Data with Abhay Agarwal, Founder of Polytopal

    Episode Description The challenges of design and AI are exciting ones to face. The key to being successful in that space lies in many places, but one of the most important is instituting the right design language. For Abhay Agarwal, Founder of Polytopal, when he began to think about design during his time at Microsoft working on systems to help the visually impared, he realized the necessity of a design language for AI. Stepping away from that experience, he leaned into how to create a new methodology of design centered around human needs. His efforts have helped shift the lens of design towards how people solve problems. In this episode, Abhay and I go into details on a snippet from his course page for the Stanford d. where he claimed that “the foreseeable future would not be well designed, given the difficulty of collaboration between disciplines.” Abhay breaks down how he thinks his design language for AI should work and how to build it out so that everyone in an organization can come to a more robust understanding of AI. We also discuss the future of designers and AI and the ebb and flow of changing, learning, and moving forward with the AI narrative. In our chat, we covered: Abhay’s background in AI research and what happened to make him move towards design as a method to produce intelligence from messy data. (1:01) Why Abhay has come up with a new design language called Lingua Franca for machine learning products [and his course on this at Stanford’s d.school]. (3:21) How to become more human-centered when building AI products, what ethnographers can uncover, and some of Abhay’s real-world examples. (8:06) Biases in design and the challenges in developing a shared language for both designers and AI engineers. (15:59) Discussing interpretability within black box models using music recommendation systems, like Spotify, as an example. (19:53) How “unlearning” solves one of the biggest challenges teams face when collaborating and engaging with each other. (27:19) How Abhay is shaping the field of design and ML/AI -- and what’s in store for Lingua Franca. (35:45) Quotes from Today's Episode “I certainly don’t think that one needs to hit the books on design thinking or listen to a design thinker describe their process in order to get the fundamentals of a human-centered design process. I personally think it’s something that one can describe to you within the span of a single conversation, and someone who is listening to that can then interpret that and say, ‘Okay well, what am I doing that could be more human-centered?’ In the AI space, I think this is the perennial question.” - Abhay Agarwal (@Denizen_Kane) (6:30) “Show me a company where designers feel at an equivalent level to AI engineers when brainstorming technology? It just doesn’t happen. There’s a future state that I want us to get to that I think is along those lines. And so, I personally see this as, kind of, a community-wide discussion, engagement, and multi-strategy approach.” - Abhay Agarwal (@Denizen_Kane) (18:25) “[Discussing ML data labeling for music recommenders] I was just watching a video about drum and bass production, and they were talking about, “Or you can write your bass lines like this”—and they call it reggaeton. And it’s not really reggaeton at all, which was really born in Puerto Rico. And Brazil does the same thing with their versions of reggae. It’s not the one-drop reggae we think of Bob Marley and Jamaica. So already, we’ve got labeling issues—and they’re not even wrong; it’s just that that’s the way one person might interpret what these musical terms mean” - Brian O’Neill (@rhythmspice) (25:45) “There is a new kind of hybrid role that is emerging that we play into...which is an AI designer, someone who is very proficient with understanding the dynamics of AI systems. The same way that we have digital UX designers, app designers—there had to be apps before they could be app designers—there is now AI, and then there can thus be AI designers.” - Abhay Agarwal (@Denizen_Kane) (33:47) Links Referenced Lingua Franca: https://linguafranca.polytopal.ai Polytopal.ai: https://polytopal.ai Polytopal email: hello@polytopal.ai LinkedIn: https://www.linkedin.com/in/abhaykagarwal/ Personal Twitter: https://twitter.com/Denizen_Kane Polytopal Twitter: https://twitter.com/polytopal_ai

  • #73
    Sep 7, 2021 · 37 min

    073 - Addressing the Functional and Emotional Needs of Users When Designing Data Products with Param Venkataraman

    Episode Description Simply put, data products help users make better decisions and solve problems with information. But how effective can data products be if designers don’t take the time to explore the complete needs of users? To Param Venkataraman, Chief Design Officer at Fractal Analytics, having an understanding of the “human dimension” of a problem is crucial to creating data solutions that create impact. On this episode of Experiencing Data, Param and I talk more about his concept of ‘attractive non-conscious design,’ the core skills of a professional designer, and why Fractal has a c-suite design officer and is making large investments in UX. In our chat, we covered: Param's role as Chief Design Officer at Fractal Analytics, and the company's sharp focus on the 'human dimension' of enterprise data products. (2:04) 'Attractive non-conscious design': Creating easy-to-use, 'delightful' data products that help end-users make better decisions by focusing on their needs. (5:32) The importance of understanding the 'emotional need' of users when designing enterprise data products. (9:07) Why designers as well as data science and analytics teams should focus more on the emotional and human element when building data products. (16:15) 'The next version of design': Why and how Param believes the classic design thinking model must adapt to the 'post-data science world.' (21:39) The core competencies of a professional designer and how it relates to data products. (25:59) Why non-designers should learn the principles of good design — and how Fractal’s internal Phi Design System helps frame problems from the perspective of a data product's end-user, leading to better solutions. (27:51) Why Param believes the coming together of design and data still needs time to mature. (33:40) Quotes from Today’s Episode “When you look at analytics and the AI space … there is so much that is about how do you use ... machine learning … [or] any other analytics technology or solutions — and how do you make better effective decisions? That’s at the heart of it, which is how do we make better decisions?” - Param Venkataraman (@onwardparam) (6:23) “[When it comes to business software,] most of it should be invisible; you shouldn’t really notice it. And if you’re starting to notice it, you’re probably drawing attention to the wrong thing because you’re taking people out of flow.” - Brian O’Neill (@rhythmspice) (8:57) “Design is kind of messy … there’s sort of a process ... but it’s not always linear, and we don’t always start at step zero. … You might come into something that’s halfway done and the first thing we do is run a usability study on a competitor’s thing, or on what we have now, and then we go back to step two, and then we go to five. It’s not serial, and it’s kind of messy, and that’s normal.” - Brian O’Neill (@rhythmspice) (16:18) “Just like design is iterative, data science also is very iterative. There’s the idea of hypothesis, and there’s an idea of building and experimenting, and then you sort of learn and your algorithm learns, and then you get better and better at it.” - Param Venkataraman (@onwardparam) (18:05) “The world of data science is not used to thinking in terms of emotion, experience, and the so-called softer aspects of things, which in my opinion, is not actually the softer; it’s actually the hardest part. It’s harder to dimensionalize emotion, experience, and behavior, which is … extremely complex, extremely layered, [and] extremely unpredictable. … I think the more we can bring those two worlds together, the world of evidence, the world of data, the world of quantitative information with the qualitative, emotional, and experiential, I think that’s where the magic is.” - Param Venkataraman (@onwardparam) (21:02) “I think the coming together of design and data is... a new thing. It’s unprecedented. It’s a bit like how the internet was a new thing back in the mid ’90s. We were all astounded by it, we didn’t know what to do with it, and everybody was just fascinated with it. And we just knew that it’s going to change the world in some way. … Design and data will take some time to mature, and what’s more important is to go into it with an open mind and experiment. And I’m saying this for both designers as well as data scientists, to try and see how the right model might evolve as we experiment and learn.” - Param Venkataraman (@onwardparam) (33:58) Links Referenced Fractal Analytics: https://fractal.ai LinkedIn: https://www.linkedin.com/in/parameswaranv/ Twitter: https://twitter.com/onwardparam

  • #72
    Aug 24, 2021 · 38 min

    072 - How to Get Stakeholders to Reveal What They Really Need From a Data Product with Cindy Dishmey Montgomery

    Episode Description How do you extract the real, unarticulated needs from a stakeholder or user who comes to you asking for AI, a specific app feature, or a dashboard? On this episode of Experiencing Data, Cindy Dishmey Montgomery, Head of Data Strategy for Global Real Assets at Morgan Stanley, was gracious enough to let me put her on the spot and simulate a conversation between a data product leader and customer. I played the customer, and she did a great job helping me think differently about what I was asking her to produce for me — so that I would be getting an outcome in the end, and not just an output. We didn’t practice or plan this exercise, it just happened — and she handled it like a pro! I wasn’t surprised; her product and user-first approach told me that she had a lot to share with you, and indeed she did! A computer scientist by training, Cindy has worked in data, analytics and BI roles at other major companies, such as Revantage, a Blackstone real estate portfolio company, and Goldman Sachs. Cindy was also named one of the 2021 Notable Women on Wall Street by Crain’s New York Business. Cindy and I also talked about the “T” framework she uses to achieve high-level business goals, as well as the importance for data teams to build trust with end-users. In our chat, we covered: Bringing product management strategies to the creation of data products to build adoption and drive value. (0:56) Why the first data hire when building an internal data product should be a senior leader who is comfortable with pushing back. (3:54) The "T" Framework: How Cindy, as Head of Data Strategy, Global Real Assets at Morgan Stanley, works to achieve high-level business goals. (8:48) How building trust with internal stakeholders by creating valuable and smaller data products is key to eventually working on bigger data projects. (12:38) How data's role in business is still not fully understood. (18:17) The importance for data teams to understand a stakeholder's business problem and also design a data product solution in collaboration with them. (24:13) 'Where's the why': Cindy and Brian roleplay as a data product manager and a customer, respectively, and simulate how to successfully identify a customer’s problem and also open them up to new solutions. (28:01) The benefits of a data product management role — and why 'everyone should understand product.' (33:49) Quotes from Today’s Episode “There’s just so many good constructs in the product management world that we have not yet really brought very close to the data world. We tend to start with the skill sets, and the tools, and the ML/AI … all the buzzwords. [...]But brass tacks: when you have a happy set of consumers of your data products, you’re creating real value.” - Cindy Dishmey Montgomery (1:55) “The path to value lies through adoption and adoption lies through giving people something that actually helps them do their work, which means you need to understand what the problem space is, and that may not be written down anywhere because they’re voicing the need as a solution.” - Brian O’Neill (@rhythmspice) (4:07) “I think our data community tends to over-promise and under-deliver as a way to get the interest, which it’s actually quite successful when you have this notion of, ‘If you build AI, profit will come.’ But that is a really, really hard promise to make and keep.” - Cindy Dishmey Montgomery (12:14) “[Creating a data product for a stakeholder is] definitely something where you have to be close to the business problem and design it together. … The struggle is making sure organizations know when the right time and what the right first hire is to start that process.” - Cindy Dishmey Montgomery (23:58) “The temporal aspect of design is something that’s often missing. We talk a lot about the artifacts: the Excel sheet, the dashboard, the thing, and not always about when the thing is used.” - Brian O’Neill (@rhythmspice) (27:27) “Everyone should understand product. And even just creating the language of product is very helpful in creating a center of gravity for everyone. It’s where we invest time, it’s how it’s meant to connect to a certain piece of value in the business strategy. It’s a really great forcing mechanism to create an environment where everyone thinks in terms of value. And the thing that helps us get to value, that’s the data product.” - Cindy Dishmey Montgomery (34:22) Links Referenced LinkedIn: https://www.linkedin.com/in/cindy-dishmey/

  • #71
    Aug 10, 2021 · 45 min

    071 - The ROI of UX Research and How It Applies to Data Products with Bill Albert

    There are many benefits in talking with end users and stakeholders about their needs and pain points before designing a data product. Just take it from Bill Albert, executive director of the Bentley University User Experience Center, author of Measuring the User Experience, and my guest for this week’s episode of Experiencing Data. With a career spanning more than 20 years in user experience research, design, and strategy, Bill has some great insights on how UX research is pivotal to designing a useful data product, the different types of customer research, and how many users you need to talk to to get useful info. In our chat, we covered: How UX research techniques can help increase adoption of data products. (1:12) Conducting 'upfront research': Why talking to end users and stakeholders early on is crucial to designing a more valuable data product. (8:17) 'A participatory design process': How data scientists should conduct research with stakeholders before and during the designing of a data product. (14:57) How to determine sample sizes in user experience research -- and when to use qualitative vs. quantitative techniques. (17:52) How end user research and design improvements helped Boston Children's Hospital drastically increase the number of recurring donations. (24:38) How a person's worldview and experiences can shape how they interpret data. (32:38) The value of collecting metrics that reflect the success and usage of a data product. (38:11) Quotes from Today’s Episode “Teams are constantly putting out dashboards and analytics applications — and now it’s machine learning and AI— and a whole lot of it never gets used because it hits all kinds of human walls in the deployment part.” - Brian (3:39) “Dare to be simple. It’s important to understand giving [people exactly what they] want, and nothing more. That’s largely a reflection of organizational maturity; making those tough decisions and not throwing out every single possible feature [and] function that somebody might want at some point.” - Bill (7:50) “As researchers, we need to more deeply understand the user needs and see what we’re not observing in the lab [and what] we can’t see through our analytics. There’s so much more out there that we can be doing to help move the experience forward and improve that in a substantial way.” - Bill (10:15) “You need to do the upfront research; you need to talk to stakeholders and the end users as early as possible. And we’ve known about this for decades, that you will get way more value and come up with a better design, better product, the earlier you talk to people.” - Bill (13:25) “Our research methods don’t change because what we’re trying to understand is technology-agnostic. It doesn’t matter whether it’s a toaster or a mobile phone — the questions that we’re trying to understand of how people are using this, how can we make this a better experience, those are constant.” - Bill (30:11) “I think, what’s called model interpretability sometimes or explainable AI, I am seeing a change in the market in terms of more focus on explainability, less on model accuracy at all costs, which often likes to use advanced techniques like deep learning, which are essentially black box techniques right now. And the cost associated with black box is, ‘I don’t know how you came up with this and I’m really leery to trust it.’” - Brian (31:56) Resources and Links: Bentley University User Experience Center: https://www.bentley.edu/centers/user-experience-center Measuring the User Experience: https://www.amazon.com/Measuring-User-Experience-Interactive-Technologies/dp/0124157815 www.bentley.edu/uxc: https://www.bentley.edu/uxc LinkedIn: https://www.linkedin.com/in/walbert/

  • #70
    Jul 27, 2021 · 34 min

    070 - Fighting Fire with ML, the AI Incident Database, and Why Design Matters in AI-Driven Software with Sean McGregor

    As much as AI has the ability to change the world in very positive ways, it also can be incredibly destructive. Sean McGregor knows this well, as he is currently developing the Partnership on AI’s AI Incident Database, a searchable collection of news articles that covers questionable use, failures, and other incidents that affect people when AI solutions are poorly designed. On this episode of Experiencing Data, Sean takes us through his notable work around using machine learning in the domain of fire suppression, and how human-centered design is critical to ensuring these decision support solutions are actually used and trusted by the users. We also covered the social implications of new decision-making tools leveraging AI, and: Sean's focus on ensuring his models and interfaces were interpretable by users when designing his fire-suppression system and why this was important. (0:51) How Sean built his fire suppression model so that different stakeholders can optimize the system for their unique purposes. (8:44) The social implications of new decision-making tools. (11:17) Tailoring to the needs of 'high-investment' and 'low-investment' people when designing visual analytics. (14:58) The AI Incident Database: Preventing future AI deployment harm by collecting and displaying examples of the unintended and negative consequences of AI. (18:20) How human-centered design could prevent many incidents of harmful AI deployment — and how it could also fall short. (22:13) 'It's worth the time and effort': How taking time to agree on key objectives for a data product with stakeholders can lead to greater adoption. (30:24) Quotes from Today’s Episode “As soon as you enter into the decision-making space, you’re really tearing at the social fabric in a way that hasn’t been done before. And that’s where analytics and the systems we’re talking about right now are really critical because that is the middle point that we have to meet in and to find those points of compromise.” - Sean (12:28) “I think that a lot of times, unfortunately, the assumption [in data science is], ‘Well if you don’t understand it, that’s not my problem. That’s your problem, and you need to learn it.’ But my feeling is, ‘Well, do you want your work to matter or not? Because if no one’s using it, then it effectively doesn’t exist.’” - Brian (17:41) “[The AI Incident Database is] a collection of largely news articles [about] bad things that have happened from AI [so we can] try and prevent history from repeating itself, and [understand] more of [the] unintended and bad consequences from AI....” - Sean (19:44) “Human-centered design will prevent a great many of the incidents [of AI deployment harm] that have and are being ingested in the database. It’s not a hundred percent thing. Even in human-centered design, there’s going to be an absence of imagination, or at least an inadequacy of imagination for how these things go wrong because intelligent systems — as they are currently constituted — are just tremendously bad at the open-world, open-set problem.” - Sean (22:21) “It’s worth the time and effort to work with the people that are going to be the proponents of the system in the organization — the ones that assure adoption — to kind of move them through the wireframes and examples and things that at the end of the engineering effort you believe are going to be possible. … Sometimes you have to know the nature of the data and what inferences can be delivered on the basis of it, but really not jumping into the principal engineering effort until you adopt and agree to what the target is. [This] is incredibly important and very often overlooked.” - Sean (31:36) “The things that we’re working on in these technological spaces are incredibly impactful, and you are incredibly powerful in the way that you’re influencing the world in a way that has never, on an individual basis, been so true. And please take that responsibility seriously and make the world a better place through your efforts in the development of these systems. This is right at the crucible for that whole process.” - Sean (33:09) Links Referenced seanbmcgregor.com: https://seanbmcgregor.com AI Incident Database: https://incidentdatabase.ai Partnership on AI: https://www.partnershiponai.org Twitter: https://twitter.com/seanmcgregor

  • #69
    Jul 13, 2021 · 34 min

    069 - The Role of Creativity and Product Thinking in Data Monetization with ‘Infonomics’ Author Doug Laney

    Doug Laney is the preeminent expert in the field of infonomics — and it’s not just because he literally wrote the book on it. As the Data & Analytics Strategy Innovation Fellow at consulting firm West Monroe, Doug helps businesses use infonomics to measure the economic value of their data and monetize it. He also is a visiting professor at the University of Illinois at Urbana-Champaign where he teaches classes on analytics and infonomics. On this episode of Experiencing Data, Doug and I talk about his book Infonomics, the many different ways that businesses can monetize data, the role of creativity and product management in producing innovative data products, and the ever-evolving role of the Chief Data Officer. In our chat, we covered: Why Doug's book Infonomics argues that measuring data for its value potential is key to effectively managing and monetizing it. (2:21) A 'regenerative asset': Innovative methods for deploying and monetizing data — and the differences between direct, indirect, and inverted data monetization. (5:10) The responsibilities of a Chief Data Officer (CDO) — and how taking a product management approach to data can generate additional value. (13:28) Why Doug believes that a 'lack of vision and leadership' is partly behind organizational hesitancy of data monetization efforts. (17:10) ‘A pretty unique skill’: The importance of bringing in people with experience creating and marketing data products when monetizing data. (19:10) Insurance and torrenting: Creative ways companies have leveraged their data to generate additional value. (24:27) Ethical data monetization: Why Doug believes consumers must receive a benefit when organizations leverage their data for profit. (27:14) The data monetization workshops Doug runs for businesses looking to generate new value streams from its data. (29:42) Quotes from Today’s Episode “Many organizations [endure] a vicious cycle of not measuring [their data], and therefore not managing, and therefore not monetizing their data as well as they can. The idea behind my book Infonomics is, flip that. I’ll just start with measuring your data, understanding what you have, its quality characteristics, and its value potential. But vision is important as well, and so that’s where we start with monetization, and thinking more broadly about the ways to generate measurable economic benefits from data.” - Doug (4:13) “A lot of people will compare data to oil and say that ‘Data is the new oil.’ But you can only use a drop of oil one way at a time. When you consume a drop of oil, it creates heat and energy and pollution, and when you use a drop of oil, it doesn’t generate more oil. Data is very different. It has unique economic qualities that economists would call a non-rivalrous, non-depleting, and regenerative asset.” - Doug (7:52) “The Chief Data Officer (CDO) role has come on strong in organizations that really want to manage their data as an actual asset, ensure that it is accounted for as generating value and is being managed and controlled effectively. Most CDOs play both offense and defense in controlling and governing data on one side and in enabling it on the other side to drive more business value.”- Doug (14:17) “The more successful teams that I read about and I see tend to be of a mixed skill set, they’re cross-functional; there’s a space for creativity and learning, there’s a concept of experimentation that’s happening there.” - Brian (19:10) “Companies that become more data-driven have a market-to-book value that’s nearly two times higher than the market average. And companies that make the bulk of their revenue by selling data products or derivative data have a market-to-book value that’s nearly three times the market average. So, there's a really compelling reason to do this. It’s just that not a lot of executives are really comfortable with it. Data continues to be something that’s really amorphous and they don’t really have their heads around.” - Doug (21:38) “There’s got to be a benefit to the consumer in the way that you use their data. And that benefit has to be clear, and defined, and ideally measured for them, that we’re able to reduce the price of this product that you use because we’re able to share your data, even if it’s anonymously; this reduces the price of your product.” - Doug (28:24) Links referenced Infonomics: https://www.amazon.com/Infonomics-Monetize-Information-Competitive-Advantage/dp/1138090387 Email: dlaney@westmonroe.com LinkedIn: https://www.linkedin.com/in/douglaney/ Westmonroe.com: https://westmonroe.com Coursera: https://www.coursera.org/instructor/dblaney

  • #68
    Jun 29, 2021 · 52 min

    068 - Why User Adoption of Enterprise Data Products Continues to Lag with International Institute for Analytics Executive VP Drew Smith

    Drew Smith knows how much value data analytics can add to a business when done right. Having worked at the IKEA Group for 17 years, Drew helped the company become more data-driven, implementing successful strategies for data analytics and governance across multiple areas of the company. Now, Drew serves as the Executive Vice President of the Analytics Leadership Consortium at the International Institute for Analytics, where he helps Fortune 1000 companies successfully leverage analytics and data science. On this episode of Experiencing Data, Drew and I talk a lot about the factors contributing to low adoption rates of data products, how product and design-thinking approaches can help, and the value of proper one-on-one research with customers. In our chat, we covered: 'It’s bad and getting worse': Drew's take on the factors behind low adoption of data products. (1:08) Decentralizing data analytics: How understanding a user's business problems by including them in the design process can lead to increased adoption of data products. (6:22) The importance for business leaders to have a conceptual understanding of the algorithms used in decision-making data products. (14:43) Why data analysts need to focus more on providing business value with the models they create. (18:14) Looking for restless curiosity in new hires for data teams — and the importance of nurturing new learning through training. (22:19) The value of spending one-on-one time with end-users to research their decision-making process before creating a data product. (27:00) User-informed data products: The benefits of design and product-thinking approaches when creating data analytics solutions. (33:04) How Drew's view of data analytics has changed over 15 years in the field . (45:34) Quotes from Today’s Episode “I think as we [decentralize analytics back to functional areas] — as firms keep all of the good parts of centralizing, and pitch out the stuff that doesn’t work — I think we’ll start to see some changes [when it comes to the adoption of data products.]” - Drew (10:07) “I think data people need to accept that the outcome is not the model — the outcome is a business performance which is measurable, material, and worth the change.” - Drew (21:52) “We talk about the concept of outcomes over outputs a lot on this podcast, and it’s really about understanding what is the downstream [effect] that emerges from the thing I made. Nobody really wants the thing you made; they just want the result of the thing you made. We have to explore what that is earlier in the process — and asking, “Why?” is very important.” - Brian (22:21) “I have often said that my favorite people in the room, wherever I am, aren’t the smartest, it’s the most curious.” - Drew (23:55) “For engineers and people that make things, it’s a lot more fun to make stuff that gets used. Just at the simplest level, the fact that someone cared and it didn’t just get shelved, and especially when you spent half your year on this thing, and your performance review is tied to it, it’s just more enjoyable to work on it when someone’s happy with the outcome.” - Brian (33:04) “Product thinking starts with the assumption that ‘this is a good product,’ it’s usable and it’s making our business better, but it’s not finished. It’s a continuous loop. It’s feeding back in data through its exhaust. The user is using it — maybe even in ways I didn’t imagine — and those ways are better than I imagined, or worse than I imagined, or different than I imagined, but they inform the product.” - Drew (36:35) Links Referenced Email: dsmith@iiaanalytics.com Company site: https://iiaanalytics.com LinkedIn: https://www.linkedin.com/in/andrewjsmithknownasdrew/ Analytics Leadership Consortium: https://iianalytics.com/services/analytics-leadership-consortium

  • #67
    Jun 15, 2021 · 35 min

    067 - Why Roche Diagnostics’ BI and Data Science Teams Are Adopting Human-Centered Design and UX featuring Omar Khawaja

    On today’s episode of Experiencing Data, I’m so excited to have Omar Khawaja on to talk about how his team is integrating user-centered design into data science, BI and analytics at Roche Diagnostics. In this episode, Omar and I have a great discussion about techniques for creating more user-centered data products that produce value — as well as how taking such an approach can lead to needed change management on how data is used and interpreted. In our chat, we covered: What Omar is responsible for in his role as Head of BI & Analytics at Roche Diagnostics — and why a human-centered design approach to data analytics is important to him. (0:57) Understanding the end-user's needs: Techniques for creating more user-centric products — and the challenges of taking on such an approach. (6:10) Dissecting 'data culture': Why Omar believes greater implementation of data-driven decision-making begins with IT 'demonstrating' the approach's benefits. (9:31) Understanding user personas: How Roche is delivering better outcomes for medical patients by bringing analytical insights to life. (15:19) How human-centered design yields early 'actionable insights' that can lead to needed change management on how data is used and interpreted. (22:12) The journey of learning: Why 'it's everybody's job' to be focused on user experience — and how field research can help determine an end-users needs. (27:26) Omar's love of cricket and the statistics collected about the sport! (31:23) Resources and Links: Roche Diagnostics: https://www.roche.com/ LinkedIn: https://www.linkedin.com/in/kmaomar/ Twitter: https://twitter.com/kmaomar Quotes from Today’s Episode “I’ve been in the area of data and analytics since two decades ago, and out of my own learning — and I’ve learned it the hard way — at the end of the day, whether we are doing these projects or products, they have to be used by the people. The human factor naturally comes in.” - Omar (2:27) “Especially when we’re talking about enterprise software, and some of these more complex solutions, we don’t really want people noticing the design to begin with. We just want it to feel valuable, and intuitive, and useful right out of the box, right from the start.” - Brian (4:08) “When we are doing interviews with [end-users] as part of the whole user experience [process], you learn to understand what’s being said in between the lines, and then you learn how to ask the right questions. Those exploratory questions really help you understand: What is the real need?” - Omar (8:46) “People are talking about data-driven [cultures], data-informed [cultures] — but at the end of the day, it has to start by demonstrating what change we want. ... Can we practice what we are trying to preach? Am I demonstrating that with my team when I’m making decisions in my day-to-day life? How do I use the data? IT is very good at asking our business colleagues and sometimes fellow IT colleagues to use various enterprise IT and business tools. Are we using, ourselves, those tools nicely?” - Omar (11:33) “We focus a lot on what’s technically possible, but to me, there’s often a gap between the human need and what the data can actually support. And the bigger that gap is, the less chance things get used. The more we can try to close that gap when we get into the implementation stage, the more successful we probably will be with getting people to care and to actually use these solutions.” - Brian (22:20) “When we are working in the area of data and analytics, I think it’s super important to know how this data and insights will be used — which requires an element of putting yourself in the user’s shoes. In the case of an enterprise setup, it’s important for me to understand the end-user in different roles and personas: What they are doing and how their job is. [This involves] sitting with them, visiting them, visiting the labs, visiting the factory floors, sitting with the finance team, and learning what they do in the system. These are the places where you have your learning.” - Omar (29:09)

  • #66
    Jun 1, 2021 · 30 min

    066 - How Alison Magyari Used Design Thinking to Transform Eaton’s Business Analytics Approach to Creating Data Products

    Earlier this year, the always informative Women in Analytics Conference took place online. I didn’t go — but a blog post about one of the conference’s presentations on the International Institute of Analytics’ website caught my attention. The post highlighted key points from a talk called Design Thinking in Analytics that was given at the conference by Alison Magyari, an IT Manager at Eaton. In her presentation, Alison explains the four design steps she utilizes when starting a new project — as well as what “design thinking” means to her. Human-centered design is one of the main themes of Experiencing Data, so given Alison’s talk about tapping into the emotional state of customers to create better designed data products, I knew she would be a great guest. In this episode, Alison and I have a great discussion about building a “design thinking mindset” — as well as the importance of keeping the design process flexible. In our chat, we covered: How Alison employs design thinking in her role at Eaton to better understand the 'voice of the customer.' (0:28) Same frustrations, no excitement, little use: The factors that led to Alison's pursuit of a design thinking mindset when building data products at Eaton. (3:35) Alleviating the 'pain points' with design thinking: The importance of understanding how a data tool makes users feel. (10:24) How Eaton's business analysts (and end users) take ownership of the design process — and the challenges Alison faced in building a team of business analysts committed to design thinking. (15:51) 'It's not one size fits all': The benefits of keeping the design process flexible — and why curiosity and empathy are traits of successful designers. (21:06) 'Pay me now or pay me later': How Alison dealt with pushback to spending more time and resources on design — and how she dealt with skepticism from business users. (24:09) Resources and Links: Blog post on International Institute for Analytics: https://www.iianalytics.com/blog/2021/2/25/utilizing-human-centered-design-to-inform-products-and-reach-communities Eaton: https://www.eaton.com/ LinkedIn: https://www.linkedin.com/in/alisonmagyari/ Email: alisonmagyari@eaton.com Quotes from Today’s Episode “In IT, it’s really interesting how sometimes we get caught up in just looking at the technology for what it is, and we forget that the technology is there to serve our business partners.” - Alison (2:00) “You can give people exactly what they asked for, but if you’re designing solutions and data-driven products with someone, and if they’re really for somebody else, you actually have to dig in to figure out the unarticulated needs. TAnd they may not know how to invite you in to do ask for that. They may not even know how they’re going to make a decision with data about something. So, you can say “sorry, ... You could say, “Well, you’re not prepared to talk to us yet,.” oOr, you can be part of helping them work it out. ‘decide,H how will you make a decision with this information? Let us be part of that problem-finding exercise with you, not just the solution part. Because you can fail if you just give people what they asked for, so it’s best to be part of the problem finding not just solving.” - Brian (8:42) “During our design process, we noted down what the sentiment of our users was while they were using our data product. … Our users so appreciated when we would mirror back to them our observations about what they were feeling, and we were right about it. I mean, they were much more open to talking to us. They were much more open and they shared exactly what they were feeling.” - Alison (12:51) “In our case, we did have the business analyst team really own the design process. Towards the end, we were the champions for it, but then our business users really took ownership, which I was proud of. They realized that if they didn’t embrace this, that they were going to have to deal with the same pain points for years to come. They didn’t want to deal with that, so they were really good partners in taking ownership at the end of the day.” - Alison (16:56) “The way you learn how to do design is by doing it. … the second thing is that you don’t have to do, “All of it,” to get some value out of it. You could just do prototyping, you could do usability evaluation, you could do ‘what if’ analyses. You can do a little of one thing and probably get some value out of that fairly early, and it’s fairly safe. And then over time, you can learn other techniques. Eventually, you will have a library of techniques that you can apply. It’s a mindset, it’s really about changing the mind. It’s heads not hands, as I sometimes say: It’s not really about hands. It’s about how we think and approach problem-solving.” - Brian (20:16) “I think everybody can do design, but I think the ones that have been incredibly successful at it have a natural curiosity. They don’t just stop with the first answer that they get. They want to know, “If I were doing this job, would I be satisfied with compiling a 50 column spreadsheet every single day in my life? Probably not. Its curiosity and empathy — if you have those traits, naturally, then design is just kind of a better fit.” - Alison (23:15)

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