Before anyone opens their code editors, we sit down with the client. Like when you’re trying to solve a private problem, you need to understand what’s not working and what outcome would please you. We call them discovery sessions.
These sessions are intentionally unstructured at first. We want to hear the complaints in plain language, not filtered through technical specs or laid out in sales presentations. We need to start from the ground up and understand the back story of these frustrations. Therefore, we start with questions like:
- Who uses this product the most and what for?
- What could help you in speeding up your day-to-day tasks?
- Why are you not satisfied with the current solution?
The goal of the discovery phase is to understand the problem well enough to know what we’re actually solving.
Then once we have a clear picture of the current state, we map it out. Depending on the complexity of the problem we are trying to solve, we could start with a service blueprint which is essentially a visual document that shows how the current processes flow: what are the user journeys, what happens behind the scenes of the user using the product, and where the handoffs between people or systems occur.
This step is where things get interesting and concise. When you visualize a process end to end, you find gaps that nobody had noticed, or thought of before, or bring clarity to an overcomplicated process. For example, something that seemed like a technical problem turns out to be a process problem, or vice versa. Furthermore, it helps driving conversation further and defining the requirements for the future product, while minimizing misunderstanding down the road.
Therefore, the service blueprint becomes our shared reference point. Clients, stakeholders, managers, developers, designers are looking at the same picture.
