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Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Service Design
Thinking Holistically about Services & Technology
Rachel Vacek
Head of Design & Discovery
rvacek@umich.edu
@vacekrae
Ken Varnum
Senior Program Manager
varnum@umich.edu
@varnum
November 10, 2018
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Activity, Part 1: Identifying a Challenge
1. Individually, think about how problems might be solved in some
institutions with:
● People (We need a committee!)
● Technology (Hey, look at this thing I saw at a conference. Go do
that.)
● Money (We’ll get students to do it, or create a position.)
Think of a situation where one of these approaches to problem solving
was taken in your library.
Time: 2 minutes
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Design thinking is a design methodology
that relies on the deep interest in developing
an understanding of the people for whom
we're designing things, and
provides a solution-based approach,
often through experimentation and empathy,
to arrive at innovative solutions.
Inspired by the multiple definitions listed on
https://medium.com/@diogorebelo/difference-between-design-thinking-and-service-design-35e33044d413
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Service design is about applying design thinking
in creative and practical ways
to improve the user and employee experience
in existing services or in new services.
Inspired by the multiple definitions listed on
https://medium.com/@diogorebelo/difference-between-design-thinking-and-service-design-35e33044d413
and by the Nielsen Norman Group’s definition at https://www.nngroup.com/articles/service-design-101/
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
So why are we here to talk with you
about service design?
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Background
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Library goals on space and service planning
Take a strategic
approach to
physical space
planning
Create
welcoming,
accessible,
safe buildings
and services
Transform
organizational
culture
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Collaboration with brightspot
https://www.brightspotstrategy.com/
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Library Service Philosophy
1. Enhance the Platform for Discovery through foundational changes
to physical and digital space usability, access, and navigation.
2. Accelerate Partnerships in Scholarship by engaging with library
users and working with them throughout the service experience.
3. Deliver as One Library with a shared service philosophy and
improved library staff workspace.
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Library Service Framework
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Service Design Task Force (SDTF)
Rachel Vacek
Head of Design
& Discovery
Library IT
Emily Puckett Rodgers
Head of Library
Environments
Operations
Meghan Sitar
Director of Connected
Scholarship
Learning & Teaching
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Service Teams
The SDTF activated three service
teams focused on deep dives and
pilot/prototyping work around three
plays identified in the Hatcher-Shapiro
Library Service and Space Strategy
Playbook:
● Digital Scholarship
● Consultation
● Staff Innovation
Additional service teams formed:
● Citation Management
● Library as Research Lab
● Library Lifecycle (UX Toolkit)
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Exploring
Issues
Analysis
Generating &
Exploring Ideas
Synthesis
~19 weeks
Dive into issues from
diverse perspectives
against different time
considerations
Clarify what
is important
to who and why
Create and explore
alternatives from
different
perspectives
Define how to explore
implications of new
concepts and build
knowledge
Inspiration Ideation Iteration
Our approach to service design
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Team deliverables
● Recommendations for pilots and prototypes, and other
possible next steps
● Service Blueprint
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
From:
https://www.nngroup.com/articles/service-design-101
Service
Blueprint
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Frontstage
vs.
Backstage
From: https://www.nngroup.com/articles/service-blueprints-definition/
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Activity, Part 2: Pairing Up to Discuss
Challenges
1. Pair up with someone in the room.
2. We previously asked you to think about a problem in your
library that you’ve been trying to solve with people,
money, or technology. Take turns talking about whether a
service design approach might have been better instead.
Time: 5 minutes total
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Case Study:
Scheduling Application for
Library Instruction (SALI)
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
What is SALI?
● Key service for our library: teaching library resources and
techniques
● Home grown application
○ Fragile, desperately needing some TLC
● Provides a way for people throughout U-M to request
library instruction sessions
● Enables library staff to schedule rooms and make
arrangements for those sessions
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Project Goals
● Pay off huge technical debt and refresh the interface
● Harmonize actual campus and library workflows with tool
● Enable multiple use cases
● Make it more usable, accessible, responsive, and themable
● Improve data flows from campus systems into the tool
● Improve data flows from the tool for activity reporting and learning
analytics
● And, modernize antiquated codebase and deprecated APIs
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Moving from This Reality
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
To This (Not Yet Final) Future
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Developing a Service Blueprint for SALI
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Met with various constituencies to understand their met and
unmet workflows & functionality needs
● Library instruction staff
● Other library staff
● Campus faculty & GSIs
Used InVision to display limited interactive displays
Held design reviews with stakeholders
Interviews & Conversations
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
SALI Service Blueprints
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Preliminary Service Blueprint
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Future State Service Blueprint
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Going from Blueprint to Reality
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Translate the Blueprint into Agile Framework
● The past service blueprinting is prelude to active
development work
● In the Agile model we use, we craft User Stories to
describe user needs and Tasks to make them real
● Some stories are bigger than others. These are Epics.
● You may use different methods, but the blueprint will help
them, too
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Lessons Learned for Future Projects
Service Design Blueprints
● Provide a construct for looking at service and user needs
holistically
● They don’t say how to build the tool, but they clarify why it is
needed and what it should do
● Works well with new services and bringing old tools in line
with current services
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Activity, Part 3: Sharing
1. Think about the challenge you identified earlier.
2. If you’re willing, share the challenge with the room and
how you think going through the process to create a
service design blueprint might help the situation.
Time: 5 minutes
Service Design: Thinking Holistically about Services & Technology
Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum
Questions?
Rachel Vacek
Head of Design & Discovery
rvacek@umich.edu
@vacekrae
Ken Varnum
Senior Program Manager
varnum@umich.edu
@varnum
Hatcher Graduate Library
This presentation is online at
https://doi.org/2027.42/146184

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Service Design: Thinking Holistically About Services and Technology

  • 1. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Service Design Thinking Holistically about Services & Technology Rachel Vacek Head of Design & Discovery rvacek@umich.edu @vacekrae Ken Varnum Senior Program Manager varnum@umich.edu @varnum November 10, 2018
  • 2. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Activity, Part 1: Identifying a Challenge 1. Individually, think about how problems might be solved in some institutions with: ● People (We need a committee!) ● Technology (Hey, look at this thing I saw at a conference. Go do that.) ● Money (We’ll get students to do it, or create a position.) Think of a situation where one of these approaches to problem solving was taken in your library. Time: 2 minutes
  • 3. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Design thinking is a design methodology that relies on the deep interest in developing an understanding of the people for whom we're designing things, and provides a solution-based approach, often through experimentation and empathy, to arrive at innovative solutions. Inspired by the multiple definitions listed on https://medium.com/@diogorebelo/difference-between-design-thinking-and-service-design-35e33044d413
  • 4. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Service design is about applying design thinking in creative and practical ways to improve the user and employee experience in existing services or in new services. Inspired by the multiple definitions listed on https://medium.com/@diogorebelo/difference-between-design-thinking-and-service-design-35e33044d413 and by the Nielsen Norman Group’s definition at https://www.nngroup.com/articles/service-design-101/
  • 5. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum So why are we here to talk with you about service design?
  • 6. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Background
  • 7. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Library goals on space and service planning Take a strategic approach to physical space planning Create welcoming, accessible, safe buildings and services Transform organizational culture
  • 8. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Collaboration with brightspot https://www.brightspotstrategy.com/
  • 9. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Library Service Philosophy 1. Enhance the Platform for Discovery through foundational changes to physical and digital space usability, access, and navigation. 2. Accelerate Partnerships in Scholarship by engaging with library users and working with them throughout the service experience. 3. Deliver as One Library with a shared service philosophy and improved library staff workspace.
  • 10. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Library Service Framework
  • 11. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Service Design Task Force (SDTF) Rachel Vacek Head of Design & Discovery Library IT Emily Puckett Rodgers Head of Library Environments Operations Meghan Sitar Director of Connected Scholarship Learning & Teaching
  • 12. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Service Teams The SDTF activated three service teams focused on deep dives and pilot/prototyping work around three plays identified in the Hatcher-Shapiro Library Service and Space Strategy Playbook: ● Digital Scholarship ● Consultation ● Staff Innovation Additional service teams formed: ● Citation Management ● Library as Research Lab ● Library Lifecycle (UX Toolkit)
  • 13. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Exploring Issues Analysis Generating & Exploring Ideas Synthesis ~19 weeks Dive into issues from diverse perspectives against different time considerations Clarify what is important to who and why Create and explore alternatives from different perspectives Define how to explore implications of new concepts and build knowledge Inspiration Ideation Iteration Our approach to service design
  • 14. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Team deliverables ● Recommendations for pilots and prototypes, and other possible next steps ● Service Blueprint
  • 15. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum From: https://www.nngroup.com/articles/service-design-101 Service Blueprint
  • 16. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Frontstage vs. Backstage From: https://www.nngroup.com/articles/service-blueprints-definition/
  • 17. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Activity, Part 2: Pairing Up to Discuss Challenges 1. Pair up with someone in the room. 2. We previously asked you to think about a problem in your library that you’ve been trying to solve with people, money, or technology. Take turns talking about whether a service design approach might have been better instead. Time: 5 minutes total
  • 18. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Case Study: Scheduling Application for Library Instruction (SALI)
  • 19. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum What is SALI? ● Key service for our library: teaching library resources and techniques ● Home grown application ○ Fragile, desperately needing some TLC ● Provides a way for people throughout U-M to request library instruction sessions ● Enables library staff to schedule rooms and make arrangements for those sessions
  • 20. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Project Goals ● Pay off huge technical debt and refresh the interface ● Harmonize actual campus and library workflows with tool ● Enable multiple use cases ● Make it more usable, accessible, responsive, and themable ● Improve data flows from campus systems into the tool ● Improve data flows from the tool for activity reporting and learning analytics ● And, modernize antiquated codebase and deprecated APIs
  • 21. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Moving from This Reality
  • 22. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum To This (Not Yet Final) Future
  • 23. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Developing a Service Blueprint for SALI
  • 24. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Met with various constituencies to understand their met and unmet workflows & functionality needs ● Library instruction staff ● Other library staff ● Campus faculty & GSIs Used InVision to display limited interactive displays Held design reviews with stakeholders Interviews & Conversations
  • 25. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum SALI Service Blueprints
  • 26. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Preliminary Service Blueprint
  • 27. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Future State Service Blueprint
  • 28. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Going from Blueprint to Reality
  • 29. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Translate the Blueprint into Agile Framework ● The past service blueprinting is prelude to active development work ● In the Agile model we use, we craft User Stories to describe user needs and Tasks to make them real ● Some stories are bigger than others. These are Epics. ● You may use different methods, but the blueprint will help them, too
  • 30. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Lessons Learned for Future Projects Service Design Blueprints ● Provide a construct for looking at service and user needs holistically ● They don’t say how to build the tool, but they clarify why it is needed and what it should do ● Works well with new services and bringing old tools in line with current services
  • 31. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Activity, Part 3: Sharing 1. Think about the challenge you identified earlier. 2. If you’re willing, share the challenge with the room and how you think going through the process to create a service design blueprint might help the situation. Time: 5 minutes
  • 32. Service Design: Thinking Holistically about Services & Technology Rachel Vacek & Ken Varnum | 2018 LITA Library Technology Forum Questions? Rachel Vacek Head of Design & Discovery rvacek@umich.edu @vacekrae Ken Varnum Senior Program Manager varnum@umich.edu @varnum Hatcher Graduate Library This presentation is online at https://doi.org/2027.42/146184