Candelle
Nestor

Digital transformation strategy development

#designstrategy #participatoryresearch #designresearch #codesign #digitalstrategy #digitaltransformation #doublediamond
Illustration by Tatjana Seserko

Industry: Higher Education

Role: Director

Team size: 12

No. stakeholders: 800

Team composition:

  • 1 Project Manager
  • 2 Strategic Designers
  • 1 UX Designers
  • 1 Visual Designer
  • 2 Enterprise Architects
  • 1 Solution Architect
  • 1 Data Architect
  • 3 Business Analysts
summary
  • Led Curtin University’s participatory design strategy development process and developed Curtin’s 5 year digital, data and UX strategies.
  • Co-designed Curtin’s future digital ambition with senior leaders and stakeholders from all business functions – 30 stakeholders.
  • Led a program of remote and face to face user research initiatives to elicit current and future needs and opportunities for digital innovation – 800 stakeholders and 30 organisational departments.
  • Led the transition to remote first facilitation and research activities during the COVID 19 pandemic.
  • Led a cross functional strategy development team consisting of Enterprise, Data and Solution Architects, Human Centred and UX Designers, Business Analysts, Project Managers, consultants and graphic illustrators – 12 staff.
  • Delivered a single and unifying digital roadmap for the organisation with an agreed partnership delivery model.
  • Received a 10-fold increase in capital investment from Council into the proposed digital concepts and transformation proposal.
  • Secured a strategic delivery partnership and co-investment with Amazon Web Services.
the ask

The guiding question for the development of the Curtin’s digital roadmap was to explore how digital might amplify the impact of Curtin’s students, staff and researchers and to co-design a vision for digital that would unite and excite the Curtin community.  

Outside of determining the future vision, there were four executive business outcomes of the strategy development process:

  1. To modernise the technology landscape and ensure that Curtin is in a position to respond to the evolving and expanding market expectations.
  2. Buy in from all departments on a single approach that unites the Curtin community and establishes a partnership approach to delivery.
  3. To deliver frictionless and meaningful digital experiences for students, teachers, researchers, professional staff and contractors.
  4. The ability to demonstrate financial returns to the organisation through digital investment.
the approach

The strategy development process model was human centred and followed the design double diamond approach. Within this, participatory research methods were used to explore the landscape and define the opportunities and business architecture modelling and product design methods were used to develop and decide on the final strategy.

The sheer volume of people involved and complications with delivering in person workshops through COVID meant that the process model underwent several iterations and different levels of engagement with the end users and stakeholders were experienced at different stages of the process. The visual below offers a simplified and high-level illustration of the process undertaken.

the work

Discover: excavating beyond the symptoms and understanding the lived experience of end users.

This initial phase was delivered by a series of 7 full day workshops open to anyone within the university and focused on understanding the lived experience across three core experiences – students and learning, researching and professional services.

Workshops focusing on building empathy for our primary end users and our fellow Curtin colleagues as well as building a greater understanding our common digital ambitions. A primary mechanism for uncovering the common themes and experiences was through the collaborative development of user stories.

The facilitation group comprised of 3 strategic designers, 9 business analysts and 2 Digital Champions. Digital Champions were selected as representatives from each business area to play a key role in facilitating conversations and playing back outcomes with their respective areas. The facilitation group were taken through design and facilitation training ahead of the workshops so as to support generative conversations and open sharing.

In order to share power within the room, participants were asked to rank user stories according to impact value. With typically fewer end users in the room in comparison to operational staff the votes of end users were weighted so to elevate their voice and vote. Over 450 stakeholders (students, academic staff, and professional staff) participated in the workshops resulting in over 800 user stories and 15 digital themes. Key executive members were also invited to participate in the workshops so as to provide them with the opportunity to hear directly from staff and end users.

User stories were aggregated into 200 collective user stories and reframed the original 3 experiences into 6 unique digital experiences.  Insights were synthesised in a detailed Opportunities Report that was circulated to all participants from the workshops, with full workings of aggregated user stories and 27 unique intervention opportunities identified.

In parallel to the collection of feedback from participants, a roadshow of presentations to key executives was conducted to socialise the insights and maintain engagement with the HCD approach.

 

Define: crystalising the collective intelligence and identifying high leverage points within the system.

Following on from the opportunities report, the insights identified were then contextualised by mapping them against the 6 digital experiences. A series of online workshops were conducted with the end users of each experience to firstly map the activities of each experience and then map the themes and intervention points across these experiences.

Workshops were run in a 100% online capacity due to the COVID19 pandemic. To ensure diverse and equitable participation, the participation list was co-designed in partnership with the Digital Champions.

The layering of the themes and intervention opportunities against the stages of each experience offered a rich understanding of the day-to-day experience for both the end user and the staff responsible for delivering core activities for the end user. Insights from this layering provided detailed design principals for each intervention opportunity which could be used as input into the ideation process of the next stage.

Insights from the workshop were published in the format of a journey map which included a breakdown of all of the design principals and a heat map of difficultly across each activity. In order to connect the live experience of users to key business objectives, a commercial analysis of the critical moments was layered onto the experience maps. Critical moments were defined by their impact on key strategic imperatives and supported the contextualisation of the lived experiences of students and staff in terms of commercial opportunities.

The final experience maps and critical moments analysis report was published to all who participated in the workshops to date and feedback was captured and integrated. A second roadshow with key executives was also conducted to share insights and continue momentum.

 

Develop: codesigning future state opportunities and visualising the desired future state experience.

Due to the technical complexity translating the opportunities and design principals into technical solution concepts, not all stakeholders from the previous phases were engaged in a full co-design ideation process. A core strategy team of designers, architects and technical business analysis were engaged in a product design ideation approach to developing future state conceptual designs. These concepts were then iterated on with the Digital Champions and core target groups of end users to refine the list of options down to 4 core platform-based experiences.

As the core strategy team had never developed strategic conceptual designs as part of a strategy process of this scale, expertise from leading technical consultants Gartner and local product design agencies were utilised to bolster the team’s capability. Simultaneously, the core team conducted a technical health assessment using a business architecture approach so that ideas could be evaluated in the realities of the technical landscape.

 

Decide: testing strategy concepts and defining delivery partnerships for implementation.

Once a series of high-fidelity conceptual designs had been defined, a third and final roadshow was conducted with key executives to share the concepts and collect ideas on options for delivery and partnership. Senior leaders were then invited to share the final concepts with their departments to collect feedback and ensure authenticity to the original needs and opportunities.

The roadshows informed a series of engagements with key executives following the roadshow to refine the priorities of the conceptual designs and decide on deliver pathways. Simultaneously, conceptual architectures were developed to inform the implementation scope needed to submit a strategic funding business case to Council.

The final business case included clear links to how the proposed strategy would solve the key business problems, meet the growing demands of customers and showed a positive ROI. 

the outcomes
  1. A single and unifying digital roadmap for the organisation with an agreed partnership delivery model
  2. 10-fold increase in capital investment from Council into the proposed digital concepts and transformation proposal. An unprecedented amount of investment into digital for the organisation.
  3. Delivery partnership and co-investment with Amazon Web Services
  4. Transformation of the operating model of the IT department from a plan build run to a modern SaaS product team structure in order to support the delivery of the approved transformation proposal.

Due to confidentiality, copies of the design artifacts and final reports are not able to be published or circulated outside of Curtin University. For a more detailed overview, please reach out for a private demonstration.

learnings
  • Engaging Executives in a participatory research approach, exposed them to new ways of thinking and allowed them time to integrate their learnings well ahead of the decision-making stage of the strategy. This made them more open to ideas and new ways of working.
  • Providing ways for participants to empathise with their colleagues and connect over their shared purpose, increased trust and defused competition between digital teams that had historically worked against each other.
  • Sharing insights and the process for defining the insights at each stage built trust and creditability with stakeholders.
  • Visualising insights and concepts helped ground conversations with stakeholders on the future possibilities rather than get bogged down in egos or problems. It also enabled large groups of diverse stakeholders to begin to converge on a single unifying vision that everyone believed in.
  • Engaging executives in the roadshows allowed for key conversations around implementation to take place before the business case was put forward. This facilitated a co-presentation approach to the final strategy proposal and fast tracked the change management process needed to prepare for implementation.
  • Running interactive research workshops in a fully online capacity is more tiring than face to face and requires significantly more support.
  • Finding good ideas is the easy part of strategy; helping diverse groups with different power dynamics align on a single idea to act on is the bulk of the work.