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Identifying Customer Needs
How the rest of engineering does it!
From Product Design and Development, Chapter 4
Karl T. Ulrich and Steven D. Eppinger
Third Edition, McGraw-Hill, New York, 2004.
2
Planning
Product Development Process
Concept
Development
System-Level
Design
Detail
Design
Testing and
Refinement
Production
Ramp-Up
Identifying
Customer Needs
(Initial) (Typically with reviews after each)
3
Customer Needs Process
1. Define the Scope
– Mission Statement
2. Gather Raw Data
– Interviews
– Focus Groups
– Observation
3. Interpret Raw Data
– Need Statements
4. Organize the Needs
– Hierarchy
5. Establish Importance
– Surveys
– Quantified Needs
6. Reflect on the Process
– Continuous Improvement
4
Types of Customer Needs
• Direct Need
– concern about product, easy to determine
• Latent Need
– requires probing to find
– maybe not product related but use/system related
• Constant Need
– intrinsic to the product
• Variable Need
– removed by a technology change
• General Need
– applies to all customers
• Niche Need
– small market segment
5
Mission Statement and
Technical Clarifications
• Focus Design Efforts
• Define Project Goals (measurable)
• Involve development/design team in
business case/analysis
• Project Schedule
– Tasks, timelines, milestones
• Provide guidelines for design process
1. Define the Scope
6
From: Product Design Otto and Wood, Prentice-Hall (2001)
Above – Mars One, a mission
requiring plenty of planning!
7
Customer Needs Example:
Cordless Screwdrivers
?
8
Mission Statement
Example: Screwdriver Project
Product Description
•A hand-held, power-assisted device for installing threaded fasteners
Key Business Goals
•Product introduced in 4th Q of 2000
•50% gross margin
•10% share of cordless screwdriver market by 2004
Primary Market
•Do-it-yourself consumer
Secondary Markets
•Casual consumer
•Light-duty professional
Assumptions
•Hand-held
•Power assisted
•Nickel-metal-hydride rechargeable battery technology
Stakeholders
•User
•Retailer
•Sales force
•Service center
•Production
•Legal department
9
Gather Data From Customers
• Interviews
– In customer environment
• Focus Groups
– Groups of 8-12 customers
• Observing Product in Use
What Did Ideo Do ??
2. Gather Raw Data
10
Data Gathering Methods and Outcomes
METHOD APPROACH OUTPUTS ISSUES
User
interviews
Structured 1-2 hour
detailed one-on-one
interviews
Good for concept
research and
understanding user
perceptions
Time consuming
and interviewer
can bias
Focus
groups
2-3 hour facilitated
group discussion
Exploration of
requirements and
reactions - to known
products
Small samples,
can be difficult to
relate to new
products
Concept
testing
Comparison of
responses to product
proposals
Refining requirements,
assessing potential,
ranking preferences
Possible
disclosure of IPR
Scenarios
& role
playing
Group sessions to
inspire new ideas
through role play
Potential product ideas
or product changes,
good for 'new to world'
products
Relies on a good
group and strong
facilitation
Lead user
Interviews or group
discussion
Potential product ideas
Possible
disclosure of IPR
Observation
& user / task
analysis
Direct observation of
product in use in real
environments, used by
real users
Exploring requirements,
understanding product
weaknesses, provides
input to concept
generation
Should use in real
situations.
Encourages team
participation
From: http://www.betterproductdesign.net/guide/users.htm, accessed June 6, 2004
11
How Many Customers?
From: Griffin, Abbie and John R. Hauser. “The Voice of the Customer”,
Marketing Science. vol. 12, no. 1, Winter 1993.
One-on-One Interviews (1 hour)
Focus Groups (2 hours)
0 1 2 3 4 5 6 7 8 9 10
0
20
40
60
80
100
Percent
of
Needs
Identified
Number of Respondents or Groups
10 to 50 Sessions
12
Choosing the ‘Customer’
• Often the case that:
– One person buys it,
– Another uses it,
– Someone else services it,
– Etc.
• Talk to each group !
What Did Ideo Do ??
If you were doing this project “Agile,”
which one would you pick as the
customer who hangs around with the
team regularly?
13
Identify Lead Users
• Customers who experience needs
before the majority of the market.
– Benefit from product innovations,
– Can clearly state emerging needs,
– Have already invented solutions.
What Did Ideo Do ??
14
Exploring Requirements
• Ambiguity
– Choice of Words
– What we want vs.
– What we don’t want
From: Gause and Weinberg, Exploring Requirements Dorset House Publishing, 1989.
15
Context Free Questions
• Context-free Product questions
– When and why do you use this product ?
– Walk us through using it.
– What do you like about it?
– What issues do you consider in purchasing?
– What improvements would you recommend?
From: Gause and Weinberg, Exploring Requirements Dorset House Publishing, 1989.
16
Context Free Questions
• Context-free Process questions
– What is a solution worth to the client?
– How much time do we have for the project?
– How should we organize the teams?
From: Gause and Weinberg, Exploring Requirements Dorset House Publishing, 1989.
17
Context Free Questions
• Metaquestions
– Am I asking too many questions?
– Is there anything else I should be asking
you?
– Is there anyone else I should be talking to?
From: Gause and Weinberg, Exploring Requirements Dorset House Publishing, 1989.
18
Documenting Customer Data
• Audio, Video Recording
• Notes
• Photography
What Did Ideo Do ??
19
Raw Data –to– Needs
Statements
1. What not How.
2. Express need as specifically as raw
data.
3. Use positive, not negative phrasing.
4. Express need as attribute of the
product.
5. Avoid ‘must’ and ‘should’.
3. Interpret the Data
20
Examples – Typical Use
Customer statement:
• I need to drive screws fast, faster
than by hand..
Interpreted need:
Hey – this looks like a user story!
21
Examples – Typical Use
Customer statement:
• I sometimes do duct work and use
sheet metal screws..
Interpreted need:
Ditto
22
Examples – Current Tool Likes
Customer statement:
• I like the pistol grip…it feels the
best.
Interpreted need:
Could you make this look like user story?
23
Examples – Current Tool Likes
Customer statement:
• I like the magnetized tip…
Interpreted need:
Ditto?
24
Examples – Current Tool Dislikes
Customer statement:
• I don’t like it when the tip slips off
the screw…
Interpreted need:
Ditto?
25
Examples – Current Tool Dislikes
Customer statement:
• I would like to be able to lock it so I
can use it with a dead battery..
Interpreted need:
Ditto?
26
Examples – Current Tool Dislikes
Customer statement:
• Can’t drive screws into hard wood..
Interpreted need:
Ditto?
27
Examples – Suggested
Improvements
Customer statement:
• A point so I can scrape paint off
screw heads..
Interpreted need:
Ditto?
28
Five Guidelines for Writing Needs Statements
Guideline Customer Statement Need Statement-Wrong Need Statement-Right
What Not
How
Specificity
Positive
Not
Negative
Attribute
of the
Product
Avoid
“Must”
and
“Should
“Why don’t you put
protective shields around
the battery contacts?”
“I drop my screwdriver all
the time.”
“It doesn’t matter if it’s
raining, I still need to
work outside on
Saturdays.”
“I’d like to charge my
battery from my cigarette
lighter.”
“I hate it when I don’t
know how much juice is
left in the batteries of my
cordless tools.”
The screwdriver battery
contacts are covered by
a plastic sliding door.
The screwdriver battery
is protected from
accidental shorting.
The screwdriver is
rugged.
The screwdriver
operates normally after
repeated dropping.
The screwdriver is not
disabled by the rain.
The screwdriver
operates normally in
the rain.
An automobile cigarette
lighter adapter can
charge the screwdriver
battery.
The screwdriver battery
can be charged from
an automobile cigarette
lighter.
The screwdriver should
provide an indication of
the energy level of the
battery.
The screwdriver
provides an indication
of the energy level of
the battery.
29
Organized List
of Customer
Needs
What Did Ideo Do ??
4. Organize the Needs
How would we do the
organization differently
if they were software
user stories?
30
Establish Relative Priorities
1. Consensus of Team Members
2. Further Surveys of Customers
• Establish Rankings on 1 to 5 Scale
– 1. feature is undesirable – would not consider a
product with this feature
– ……
– 5. feature is critical – would not consider a
product without this feature
5. Establish Importance
Ditto?
31
Summary
• Capture “What, Not How”.
• Meet customers in the use environment.
• Collect visual, verbal, and textual data.
• Props will stimulate customer responses.
• Interviews are more efficient than focus groups.
• Interview all stakeholders and lead users.
• Develop an organized list of need statements.
• Look for latent needs.
• Survey to quantify tradeoffs.
• Make a video to communicate results.
32
Visual Information Example: Book Bag Design
33
Needs Translation Exercise:
Book Bag Design Example
1. “See how the leather on the bottom of the bag
is all scratched; it’s ugly.”
2. “When I’m standing in line at the cashier trying
to find my checkbook while balancing my bag
on my knee, I feel like a stork.”
3. “This bag is my life; if I lose it I’m in big
trouble.”
4. “There’s nothing worse than a banana that’s
been squished by the edge of a textbook.”
5. “I never use both straps on my knapsack; I just
sling it over one shoulder.”
34
And, did we get close to what
Ideo would do?
• Here’s the latest trend in backpacks –
My wife has one similar:

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U&E Ch4 Identifying Customer Needs for SE Class.ppt

  • 1. 1 Identifying Customer Needs How the rest of engineering does it! From Product Design and Development, Chapter 4 Karl T. Ulrich and Steven D. Eppinger Third Edition, McGraw-Hill, New York, 2004.
  • 2. 2 Planning Product Development Process Concept Development System-Level Design Detail Design Testing and Refinement Production Ramp-Up Identifying Customer Needs (Initial) (Typically with reviews after each)
  • 3. 3 Customer Needs Process 1. Define the Scope – Mission Statement 2. Gather Raw Data – Interviews – Focus Groups – Observation 3. Interpret Raw Data – Need Statements 4. Organize the Needs – Hierarchy 5. Establish Importance – Surveys – Quantified Needs 6. Reflect on the Process – Continuous Improvement
  • 4. 4 Types of Customer Needs • Direct Need – concern about product, easy to determine • Latent Need – requires probing to find – maybe not product related but use/system related • Constant Need – intrinsic to the product • Variable Need – removed by a technology change • General Need – applies to all customers • Niche Need – small market segment
  • 5. 5 Mission Statement and Technical Clarifications • Focus Design Efforts • Define Project Goals (measurable) • Involve development/design team in business case/analysis • Project Schedule – Tasks, timelines, milestones • Provide guidelines for design process 1. Define the Scope
  • 6. 6 From: Product Design Otto and Wood, Prentice-Hall (2001) Above – Mars One, a mission requiring plenty of planning!
  • 8. 8 Mission Statement Example: Screwdriver Project Product Description •A hand-held, power-assisted device for installing threaded fasteners Key Business Goals •Product introduced in 4th Q of 2000 •50% gross margin •10% share of cordless screwdriver market by 2004 Primary Market •Do-it-yourself consumer Secondary Markets •Casual consumer •Light-duty professional Assumptions •Hand-held •Power assisted •Nickel-metal-hydride rechargeable battery technology Stakeholders •User •Retailer •Sales force •Service center •Production •Legal department
  • 9. 9 Gather Data From Customers • Interviews – In customer environment • Focus Groups – Groups of 8-12 customers • Observing Product in Use What Did Ideo Do ?? 2. Gather Raw Data
  • 10. 10 Data Gathering Methods and Outcomes METHOD APPROACH OUTPUTS ISSUES User interviews Structured 1-2 hour detailed one-on-one interviews Good for concept research and understanding user perceptions Time consuming and interviewer can bias Focus groups 2-3 hour facilitated group discussion Exploration of requirements and reactions - to known products Small samples, can be difficult to relate to new products Concept testing Comparison of responses to product proposals Refining requirements, assessing potential, ranking preferences Possible disclosure of IPR Scenarios & role playing Group sessions to inspire new ideas through role play Potential product ideas or product changes, good for 'new to world' products Relies on a good group and strong facilitation Lead user Interviews or group discussion Potential product ideas Possible disclosure of IPR Observation & user / task analysis Direct observation of product in use in real environments, used by real users Exploring requirements, understanding product weaknesses, provides input to concept generation Should use in real situations. Encourages team participation From: http://www.betterproductdesign.net/guide/users.htm, accessed June 6, 2004
  • 11. 11 How Many Customers? From: Griffin, Abbie and John R. Hauser. “The Voice of the Customer”, Marketing Science. vol. 12, no. 1, Winter 1993. One-on-One Interviews (1 hour) Focus Groups (2 hours) 0 1 2 3 4 5 6 7 8 9 10 0 20 40 60 80 100 Percent of Needs Identified Number of Respondents or Groups 10 to 50 Sessions
  • 12. 12 Choosing the ‘Customer’ • Often the case that: – One person buys it, – Another uses it, – Someone else services it, – Etc. • Talk to each group ! What Did Ideo Do ?? If you were doing this project “Agile,” which one would you pick as the customer who hangs around with the team regularly?
  • 13. 13 Identify Lead Users • Customers who experience needs before the majority of the market. – Benefit from product innovations, – Can clearly state emerging needs, – Have already invented solutions. What Did Ideo Do ??
  • 14. 14 Exploring Requirements • Ambiguity – Choice of Words – What we want vs. – What we don’t want From: Gause and Weinberg, Exploring Requirements Dorset House Publishing, 1989.
  • 15. 15 Context Free Questions • Context-free Product questions – When and why do you use this product ? – Walk us through using it. – What do you like about it? – What issues do you consider in purchasing? – What improvements would you recommend? From: Gause and Weinberg, Exploring Requirements Dorset House Publishing, 1989.
  • 16. 16 Context Free Questions • Context-free Process questions – What is a solution worth to the client? – How much time do we have for the project? – How should we organize the teams? From: Gause and Weinberg, Exploring Requirements Dorset House Publishing, 1989.
  • 17. 17 Context Free Questions • Metaquestions – Am I asking too many questions? – Is there anything else I should be asking you? – Is there anyone else I should be talking to? From: Gause and Weinberg, Exploring Requirements Dorset House Publishing, 1989.
  • 18. 18 Documenting Customer Data • Audio, Video Recording • Notes • Photography What Did Ideo Do ??
  • 19. 19 Raw Data –to– Needs Statements 1. What not How. 2. Express need as specifically as raw data. 3. Use positive, not negative phrasing. 4. Express need as attribute of the product. 5. Avoid ‘must’ and ‘should’. 3. Interpret the Data
  • 20. 20 Examples – Typical Use Customer statement: • I need to drive screws fast, faster than by hand.. Interpreted need: Hey – this looks like a user story!
  • 21. 21 Examples – Typical Use Customer statement: • I sometimes do duct work and use sheet metal screws.. Interpreted need: Ditto
  • 22. 22 Examples – Current Tool Likes Customer statement: • I like the pistol grip…it feels the best. Interpreted need: Could you make this look like user story?
  • 23. 23 Examples – Current Tool Likes Customer statement: • I like the magnetized tip… Interpreted need: Ditto?
  • 24. 24 Examples – Current Tool Dislikes Customer statement: • I don’t like it when the tip slips off the screw… Interpreted need: Ditto?
  • 25. 25 Examples – Current Tool Dislikes Customer statement: • I would like to be able to lock it so I can use it with a dead battery.. Interpreted need: Ditto?
  • 26. 26 Examples – Current Tool Dislikes Customer statement: • Can’t drive screws into hard wood.. Interpreted need: Ditto?
  • 27. 27 Examples – Suggested Improvements Customer statement: • A point so I can scrape paint off screw heads.. Interpreted need: Ditto?
  • 28. 28 Five Guidelines for Writing Needs Statements Guideline Customer Statement Need Statement-Wrong Need Statement-Right What Not How Specificity Positive Not Negative Attribute of the Product Avoid “Must” and “Should “Why don’t you put protective shields around the battery contacts?” “I drop my screwdriver all the time.” “It doesn’t matter if it’s raining, I still need to work outside on Saturdays.” “I’d like to charge my battery from my cigarette lighter.” “I hate it when I don’t know how much juice is left in the batteries of my cordless tools.” The screwdriver battery contacts are covered by a plastic sliding door. The screwdriver battery is protected from accidental shorting. The screwdriver is rugged. The screwdriver operates normally after repeated dropping. The screwdriver is not disabled by the rain. The screwdriver operates normally in the rain. An automobile cigarette lighter adapter can charge the screwdriver battery. The screwdriver battery can be charged from an automobile cigarette lighter. The screwdriver should provide an indication of the energy level of the battery. The screwdriver provides an indication of the energy level of the battery.
  • 29. 29 Organized List of Customer Needs What Did Ideo Do ?? 4. Organize the Needs How would we do the organization differently if they were software user stories?
  • 30. 30 Establish Relative Priorities 1. Consensus of Team Members 2. Further Surveys of Customers • Establish Rankings on 1 to 5 Scale – 1. feature is undesirable – would not consider a product with this feature – …… – 5. feature is critical – would not consider a product without this feature 5. Establish Importance Ditto?
  • 31. 31 Summary • Capture “What, Not How”. • Meet customers in the use environment. • Collect visual, verbal, and textual data. • Props will stimulate customer responses. • Interviews are more efficient than focus groups. • Interview all stakeholders and lead users. • Develop an organized list of need statements. • Look for latent needs. • Survey to quantify tradeoffs. • Make a video to communicate results.
  • 33. 33 Needs Translation Exercise: Book Bag Design Example 1. “See how the leather on the bottom of the bag is all scratched; it’s ugly.” 2. “When I’m standing in line at the cashier trying to find my checkbook while balancing my bag on my knee, I feel like a stork.” 3. “This bag is my life; if I lose it I’m in big trouble.” 4. “There’s nothing worse than a banana that’s been squished by the edge of a textbook.” 5. “I never use both straps on my knapsack; I just sling it over one shoulder.”
  • 34. 34 And, did we get close to what Ideo would do? • Here’s the latest trend in backpacks – My wife has one similar:

Editor's Notes

  • #1: Image from http://www.ravipratapsingh.com/2010/01/anticipating-customer-needs.html.
  • #6: Mars One image from https://en.wikipedia.org/wiki/Mars_One.
  • #34: Image from http://www.aliexpress.com/price/sequin-backpack-purse_price.html.