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	<title>Service design Archives - davehone.com</title>
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	<description>Design portfolio</description>
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		<title>Reducing churn risk through tenure‑based recognition</title>
		<link>https://davehone.com/redesigning-loyalty-recognition/</link>
		
		<dc:creator><![CDATA[Dave]]></dc:creator>
		<pubDate>Mon, 16 Mar 2026 06:08:41 +0000</pubDate>
				<category><![CDATA[Case studies]]></category>
		<category><![CDATA[Corporate]]></category>
		<category><![CDATA[Product design]]></category>
		<category><![CDATA[Research]]></category>
		<category><![CDATA[Service design]]></category>
		<guid isPermaLink="false">https://davehone.com/?p=3305</guid>

					<description><![CDATA[<p>NRMA Insurance addressed rising dissatisfaction among long‑tenure customers</p>
<p>The post <a href="https://davehone.com/redesigning-loyalty-recognition/">Reducing churn risk through tenure‑based recognition</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p class="has-text-align-center lead">NRMA Insurance faced growing customer dissatisfaction among long‑tenure customers who felt undervalued by loyalty mechanics.</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center text-center">The challenge</h2>



<ul class="wp-block-list pillars make-row-3 hide-me sequence-me">
<li><i class="pillar-icon fa-heart"></i>Research showed that loyalty in insurance is interpreted as tenure and trust, not spend or product count</li>



<li><i class="pillar-icon fa-heart-broken"></i>Product-count bonuses create dissatisfaction among long‑standing, low‑policy customers</li>



<li><i class="pillar-icon fa-poo-storm"></i>Existing loyalty constructs unintentionally overlook long‑tenure customers, increasing churn risk and eroding emotional loyalty</li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center text-center">The problem to solve</h3>



<p class="has-text-align-center">I led discovery to reframe the business problem, align executives on risk‑aware scope, and define a phased, evidence‑led approach that prioritised fairness, visibility, and trust.</p>



<ul class="wp-block-list sticky-notes small pillars make-row-4 hide-me sequence-me">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-bullseye"></i>Reached agreement on framing the problem, business risks, guardrails, and decisions</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-lightbulb"></i>Led product feature ideation workshops, journey mapping, and feature prioritisation</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-list-ol"></i>Prioritised feature roadmap by impact and downside risk using Kano analysis</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-rocket"></i>Tested assumptions quickly without over‑investment using AI-accelerated design</div></li>



<li></li>
</ul>



<div class="wp-block-group section text-center"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained">
<h3 class="wp-block-heading has-text-align-center text-center mb-4">Key findings</h3>



<p class="text-center pb-2">Based on key findings from the ideation and Kano study research, I gave the following advice on the relative value of a range of loyalty experiences, from highest to lowest:</p>



<ul class="wp-block-list pillars make-row-2 hide-me sequence-me spaced in-viewport">
<li><i class="pillar-icon fa-file-invoice" aria-hidden="true"></i><h5>My discounts design uplift</h5> Make the value of loyalty explicit by clearly showing real dollar savings by tenure and policy, especially during policy renewal.</li>



<li><i class="pillar-icon fa-lock" aria-hidden="true"></i><h5>Lifetime tier discounts and benefits</h5> Protect long‑tenure customers from losing earned status as life circumstances change, reframing loyalty around trust rather than product count.</li>



<li><i class="pillar-icon fa-umbrella" aria-hidden="true"></i><h5>Loyalty-protected excess</h5> Automatically reduce claims excess for long‑tenure customers, embedding recognition into service and and reducing at vulnerable moments.</li>



<li><i class="pillar-icon fa-chart-pie" aria-hidden="true"></i><h5>Relationship dashboard</h5> Provide a clear, persistent view of tenure, benefits, and milestones to reinforce recognition without promotional mechanics.</li>



<li><i class="pillar-icon fa-phone" aria-hidden="true"></i><h5>Priority assistance</h5> Long‑tenure customers access specialists, empowered to deliver long-tenure specific service outcomes, translating loyalty into services rather than extra perks.</li>



<li><i class="pillar-icon fa-traffic-light" aria-hidden="true"></i><h5>Portfolio health check</h5> Reduce risk of disappointment by accessing a personalised portfolio check anytime to make sure you&#8217;re not overpaying and you&#8217;re not underinsured, based on your history and policies.</li>



<li><i class="pillar-icon fa-users" aria-hidden="true"></i><h5>Personalised and individual rewards</h5> Remove loyalty &#8220;Gold/Silver/Bronze&#8221; labels and personalise recognition. This concept was deprioritised, with learnings feeding into more concrete recognition mechanisms.</li>



<li><i class="pillar-icon fa-car" aria-hidden="true"></i><h5>Safer driving monitoring</h5> Gamified driver behaviour monitoring showed mixed responses from long‑tenure customers, with some actively disliking it. It was not a primary lever for managing long‑tenure dissatisfaction.</li>



<li></li>
</ul>
</div></div>



<p></p>
<p>The post <a href="https://davehone.com/redesigning-loyalty-recognition/">Reducing churn risk through tenure‑based recognition</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
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		<title>The moment users stop trusting your service</title>
		<link>https://davehone.com/the-moment-users-stop-trusting-your-service/</link>
		
		<dc:creator><![CDATA[Dave]]></dc:creator>
		<pubDate>Sat, 24 Jan 2026 11:58:46 +0000</pubDate>
				<category><![CDATA[Case studies]]></category>
		<category><![CDATA[Community]]></category>
		<category><![CDATA[Government]]></category>
		<category><![CDATA[Research]]></category>
		<category><![CDATA[Service design]]></category>
		<guid isPermaLink="false">https://davehone.com/?p=3454</guid>

					<description><![CDATA[<p>Testing digital identity verification uncovered risks to completion and reputation</p>
<p>The post <a href="https://davehone.com/the-moment-users-stop-trusting-your-service/">The moment users stop trusting your service</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p class="has-text-align-center lead">Using design evaluation to test service redesign</p>



<p class="has-text-align-center">When Births, Deaths and Marriages Victoria needed to add digital proof of identity to certificate applications, trust and clarity were as important as productivity gains.</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">The challenge</h2>



<ul class="wp-block-list pillars make-row-4 hide-me sequence-me">
<li><i class="pillar-icon fa-id-card"></i>Design digital proof of identity for a high-volume government service</li>



<li><i class="pillar-icon fa-universal-access"></i>Reduce the need for in-person visits and paper-based identity checks</li>



<li><i class="pillar-icon fa-shield-alt"></i>Maintain public trust while introducing a third-party verification service</li>



<li><i class="pillar-icon fa-clipboard-check"></i>Ensure people could complete the process without help</li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center">The problem to solve</h3>



<ul class="wp-block-list sticky-notes small pillars make-row-4 hide-me sequence-me">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Digital application forms still relied on paper-based and in-person verification steps</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Physical steps compounded inequality for people with limited mobility, time or confidence</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Regional and vulnerable communities were disproportionately affected by paper-based verification</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Available digital verification options were controlled by financial institutions, raising trust and privacy concerns</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Approach</h3>



<p>Using service principles to design a prototype, I tested a proposed integration of a third-party verification service within the context of an existing government service:</p>



<ul class="wp-block-list sticky-notes small pillars make-row-4 hide-me sequence-me">
<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Planned and ran moderated usability testing with representative Victorian users</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Redesigned an end-to-end certificate application process with digital identity verification</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Tested with representative users to measure task completion, confidence and satisfaction</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Managed risks to government reputational spillover and negative sentiment</div></li>
</ul>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">Key takeaways</h2>



<ul class="wp-block-list pillars make-row-4 hide-me sequence-me">
<li><i class="pillar-icon fa-tachometer-alt"></i>Most participants preferred online identity checks over paper or in-person</li>



<li><i class="pillar-icon fa-arrows-alt"></i>Trust dropped sharply when users were sent to a poorly integrated third-party verification site</li>



<li><i class="pillar-icon fa-user-shield"></i>Lack of transparency triggered fear, privacy concerns and abandonment risk</li>



<li><i class="pillar-icon fa-redo-alt"></i>Repeating questions and losing context made the service feel broken</li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center">My recommendations to government</h3>



<ul class="wp-block-list pillars make-row-3 hide-me sequence-me">
<li><i class="pillar-icon fa-medal"></i>The entire journey must feel like a government service to maintain trust</li>



<li><i class="pillar-icon fa-arrows-alt"></i>Progress and context must be preserved when moving between systems</li>



<li><i class="pillar-icon fa-clipboard-list"></i>Reduce unnecessary questions by reusing information already provided</li>
</ul>



<p class="has-text-align-center"></p>
<p>The post <a href="https://davehone.com/the-moment-users-stop-trusting-your-service/">The moment users stop trusting your service</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
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		<item>
		<title>Retail personalisation with loyalty rewards</title>
		<link>https://davehone.com/personalised-retail-experience-with-loyalty-rewards/</link>
		
		<dc:creator><![CDATA[Dave]]></dc:creator>
		<pubDate>Tue, 17 Sep 2024 00:27:00 +0000</pubDate>
				<category><![CDATA[Case studies]]></category>
		<category><![CDATA[Corporate]]></category>
		<category><![CDATA[Product design]]></category>
		<category><![CDATA[Research]]></category>
		<category><![CDATA[Service design]]></category>
		<guid isPermaLink="false">https://davehone.com/?p=2525</guid>

					<description><![CDATA[<p>Drive member engagement with a personalised rewards program</p>
<p>The post <a href="https://davehone.com/personalised-retail-experience-with-loyalty-rewards/">Retail personalisation with loyalty rewards</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p class="lead text-center">Recently I was asked to integrate a loyalty program into Telstra&#8217;s digital retail.</p>



<p>I needed to reconsider the customer experience for rewards to introduce points redemption processes for both outright purchase and ongoing repayment plans. I also needed to introduce member authentication to the flow, to enable personalisation and rewards membership functions.</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center text-center">The challenge</h2>



<ul class="wp-block-list pillars make-row-3 hide-me sequence-me">
<li><i class="pillar-icon fa-gifts"></i>Strengthen value propositions and customer engagement by adding points redemption to retail</li>



<li><i class="pillar-icon fa-arrow-alt-circle-right"></i>Migrate sales and support services to Salesforce and Adobe Experience Manager</li>



<li><i class="pillar-icon fa-user"></i>Introduce personalisation and authentication to an anonymous retail journey</li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center">The problem to solve</h3>



<p class="has-text-align-center">To design feasible and desirable personalisation, I needed to redesign the customer flow</p>



<ul class="wp-block-list sticky-notes small pillars make-row-3 hide-me sequence-me">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>When was the earliest that an influential and viable personalised price could be shown?</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>How to balance additional complexity of points currency with the desirability of rewards pricing? </div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>How to design an engaging experience that had a viable backstage process?</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center">The work done</h3>



<ul class="wp-block-list sticky-notes small pillars make-row-3 hide-me sequence-me">
<li><div class="card-body green-sticky"><i class="pillar-icon fa-edit"></i>Analyse competitor strengths and weaknesses with heuristic evaluation</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-edit"></i>Synthesise customer experience principles to influence decisions</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-edit"></i>Co-create the experience to understand the best fit within constraints</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-edit"></i>Test the customer experience with an iterative prototype</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-edit"></i>Monitor engagement, conversions and feedback after launch</div></li>
</ul>



<h2 class="wp-block-heading has-text-align-center">Strengths, weaknesses and opportunities</h2>



<p>To answer the question, &#8220;why buy from Telstra?&#8221;, we needed to synthesise design principles for our rewards program so that we could evaluate our design ideas against a &#8216;north star&#8217;.</p>



<p>I used a heuristic analysis to evaluate 12 competitor rewards programs. For each key experience, noting moments of joy, integrations, touchpoints, frustrations, trust and transparency, and the ease of use including constraints of how and when rewards currencies could be used.</p>



<p>I synthesised the following rules of thumb from what was working, and what wasn&#8217;t.</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained">
<h3 class="wp-block-heading has-text-align-center text-center mb-4">Key findings</h3>



<p class="text-center pb-2">Based on key findings from my research, I synthesised the following rewards customer experience principles to inform service design.</p>



<ul class="wp-block-list pillars make-row-2 hide-me sequence-me spaced in-viewport">
<li><i class="pillar-icon fa-gifts" aria-hidden="true"></i><h5>Drive rewards program engagement</h5><ul><li>Motivate sign-in with message placements</li><li>Progressively personalise via authentication states</li><li>Demonstrate rewards value, early</li><li>Make rewards easy to join and use</li></ul></li>



<li><i class="pillar-icon fa-heart" aria-hidden="true"></i><h5>Maintain trust and keep the &#8216;price promise&#8217;</h5> <ul><li>Make clear the terms of repayment plans</li><li>Raise awareness before points expire</li><li>Take the complexity out of eligibility rules</li><li>Maintain visibility of points across channels</li></ul></li>



<li><i class="pillar-icon fa-leaf" aria-hidden="true"></i><h5>Ensure viability and sustainability</h5> <ul><li>Design for compatibility with future products</li><li>Join customer flows for membership and shop websites</li><li>Prioritise opportunities that are within constraints</li></ul></li>



<li><i class="pillar-icon fa-balance-scale" aria-hidden="true"></i><h5>Balance friction and rewards functions</h5> <ul><li>Evaluate customer feedback early on mobile and desktop prototypes</li><li>Plan for consistent process across consumer and business and across outright and ongoing plans</li></ul></li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center">Preparing for usability testing</h3>



<p>After facilitating co-design sessions with key stakeholders from product, design, technology, legal, and customer service, I evaluated 4 options for flows against each of the 4 customer experience principles.</p>



<p>I prepared an interactive prototype of the proposed solution for message placements, progressive personalisation and authentication, rewards redemption, and discounted price.</p>


<div class="wp-block-image text-center mb-4">
<figure class="aligncenter size-large"><img fetchpriority="high" decoding="async" width="1024" height="921" src="https://davehone.com/wp-content/uploads/2023/09/Rewards-prototype-crop-1024x921.png" alt="Annotated screen shots from an interactive prototype showing a sequence of pages from product selection to shopping cart with points redemption" class="wp-image-2605" srcset="https://davehone.com/wp-content/uploads/2023/09/Rewards-prototype-crop-1024x921.png 1024w, https://davehone.com/wp-content/uploads/2023/09/Rewards-prototype-crop-300x270.png 300w, https://davehone.com/wp-content/uploads/2023/09/Rewards-prototype-crop-768x690.png 768w, https://davehone.com/wp-content/uploads/2023/09/Rewards-prototype-crop-1536x1381.png 1536w, https://davehone.com/wp-content/uploads/2023/09/Rewards-prototype-crop-2048x1841.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">I facilitated evaluative qualitative usability testing to gather early customer feedback on the design.</figcaption></figure>
</div>


<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained">
<h3 class="wp-block-heading has-text-align-center">We learned</h3>



<ul class="wp-block-list pillars make-row-4 hide-me sequence-me spaced in-viewport">
<li><i class="pillar-icon fa-lock"></i>How message placements could influence sign-in behaviour</li>



<li><i class="pillar-icon fa-smile"></i>The extent that the features and functions for redemption had met expectations</li>



<li><i class="pillar-icon fa-exchange-alt"></i>The extent that membership and shop journeys were joined and seamless </li>



<li><i class="pillar-icon fa-cloud-rain"></i>What the friction points were and where customers needed support</li>
</ul>
</div></div>



<p></p>



<p></p>
<p>The post <a href="https://davehone.com/personalised-retail-experience-with-loyalty-rewards/">Retail personalisation with loyalty rewards</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
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			</item>
		<item>
		<title>Prioritising a product backlog with lean UX</title>
		<link>https://davehone.com/prioritising-a-product-roadmap-with-lean-ux/</link>
		
		<dc:creator><![CDATA[Dave]]></dc:creator>
		<pubDate>Tue, 11 Jun 2024 05:09:03 +0000</pubDate>
				<category><![CDATA[Case studies]]></category>
		<category><![CDATA[Education]]></category>
		<category><![CDATA[Product design]]></category>
		<category><![CDATA[Service design]]></category>
		<guid isPermaLink="false">https://davehone.com/?p=2131</guid>

					<description><![CDATA[<p>Making the best use of budget and forming a lean product backlog with principle-based design evaluation</p>
<p>The post <a href="https://davehone.com/prioritising-a-product-roadmap-with-lean-ux/">Prioritising a product backlog with lean UX</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p class="has-text-align-center lead">Using principle-based design evaluation to drive product enhancement</p>



<p class="has-text-align-center">When redesigning a self-service portal, I needed to prioritise the highest value improvements to work within budget, but also keep a strategic end-goal in sight.</p>



<p class="has-text-align-center">Using design principles to generate insights, I prioritised a design roadmap that fed the product backlog, worked on redesigns with an iterative design plan, and added to content and accessibility guidelines to achieve consistency.</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">The challenge</h2>



<ul class="wp-block-list pillars make-row-4 hide-me sequence-me">
<li><i class="pillar-icon fa-list-ol"></i>Inform requirements for an experience uplift</li>



<li><i class="pillar-icon fa-balance-scale"></i>Evaluate design using &#8216;rules of thumb&#8217; heuristics</li>



<li><i class="pillar-icon fa-bullseye"></i>Prioritise by customer and business value</li>



<li><i class="pillar-icon fa-map"></i>Redesign in stages to manage resources</li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center">The problem to solve</h3>



<ul class="wp-block-list sticky-notes small pillars make-row-4 hide-me sequence-me">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Applicants need to resolve blockers quickly to avoid delays and lost opportunity</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Application delays were a risk to business revenue potential</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Feedback themes were usability, accessibility, mobile experience and process fit</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Enquiries needed to be sent to the right place to avoid processing delays</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Approach</h3>



<p>Working with lean and agile principles, I needed to focus my design efforts on the highest value improvements:</p>



<ul class="wp-block-list sticky-notes small pillars make-row-4 hide-me sequence-me">
<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Review against industry-recognised design heuristic conventions</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Collaborate with stakeholders and experts to prioritise improvements</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Order a backlog by business viability, technical feasibility and UX desirability </div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Design an iterative hypothesis to address the highest priority improvements</div></li>
</ul>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">Key takeaways</h2>



<ul class="wp-block-list pillars make-row-4 hide-me sequence-me">
<li><i class="pillar-icon fa-list-ol"></i>422 opportunities for improving the design, content, and accessibility</li>



<li><i class="pillar-icon fa-arrows-alt"></i>158 high value and high impact issues were prioritised </li>



<li><i class="pillar-icon fa-universal-access"></i>100 issues were directly related to accessibility compliance</li>



<li><i class="pillar-icon fa-rocket"></i>20 issues selected for proof-of-concept redesign</li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center">Building the case for redevelopment</h3>



<p class="has-text-align-center">After commencing the review, it was clear configuration alone would not address enough of the issues found, and that to achieve accessibility targets, the effort would exceed the available resources.</p>



<h3 class="wp-block-heading has-text-align-center">Ordering the backlog</h3>



<ul class="wp-block-list pillars make-row-4 hide-me sequence-me">
<li><i class="pillar-icon fa-comments"></i>Issues were prioritised by business viability, UX desirability, and build feasibility</li>



<li><i class="pillar-icon fa-medal"></i>The highest priority issues were estimated and added to the product backlog </li>



<li><i class="pillar-icon fa-cubes"></i>Additional work orders were created for redevelopment to address the backlog</li>



<li><i class="pillar-icon fa-map"></i>Remaining work was added to the design roadmap and guidelines created</li>
</ul>



<p class="has-text-align-center">The following example shows how the review was applied to redesign a contact form.</p>



<div class="wp-block-group section-light text-center"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained">
<h2 class="wp-block-heading has-text-align-center">Contact form redesign</h2>



<h3 class="wp-block-heading has-text-align-center">Current state review</h3>



<p class="has-text-align-center">I started redesign tasks using the design review and backlog to break down the big design piece into smaller units of work. As an example, here&#8217;s a summary of the design review for the contact form.</p>



<ul class="wp-block-list make-row-2 hide-me sequence-me small">
<li><h4>Guidelines needed</h4>
<ul class="wp-block-list">
<li>Writing style inconsistencies included use of passive language, inconsistent sentence case, inconsistent first-person references (&#8220;your&#8221;, &#8220;my&#8221;, &#8220;their&#8221;), and inconsistent proper noun capitalisation</li>



<li>Design inconsistencies included the use of components mismatched to the type of question, like pull down lists with hundreds of options, and checkbox components used when a radio control was more appropriate.</li>
</ul>
</li>



<li><h4>Simplified form design</h4>
<ul class="wp-block-list">
<li>A single column form layout was needed to reduce the risk of omission errors</li>



<li>The number of questions needed to be reduced to fit on a single page, by conditionally hiding irrelevant questions, and removing the unnecessary information gathering</li>



<li>On-screen instruction was needed to explain what information was needed, but instructions for how to use a web interface (e.g., ‘click below’) were not needed.</li>
</ul>
</li>



<li><h4>Improved accessibility </h4>
<ul class="wp-block-list">
<li>Pull-down option select elements were not accessible when used to show hundreds of options</li>



<li>Unanswered mandatory questions should not have had a valid answer selected by default, so that omission errors would be detected</li>



<li>Temporary placeholder text should not have been used for instructions because they disappeared. Persistent helper text was needed for error correction (e.g., to explain phone number formats).</li>
</ul>
</li>



<li><h4>Mobile experience</h4>
<ul class="wp-block-list">
<li>Ineligible text that appeared partially off screen and text that was obscured under overlapping elements reduced form usability</li>



<li>A responsive design was needed to re-flow wide content to fit the screen, and replace fixed width tables that did not resize</li>



<li>The mobile navigation needed redesign so that navigation links were usable and not obscured off-screen</li>



<li>The mobile header needed redesign. One quarter of the mobile screen was filled with unused white space that displaced useful content.</li>
</ul>
</li>
</ul>


<div class="wp-block-image text-center">
<figure class="aligncenter size-large"><img decoding="async" width="1024" height="723" src="https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-1024x723.png" alt="An excerpt from a design review showing screen shots of the current state desktop and mobile designs, and conditional states of interactive elements." class="wp-image-2168" srcset="https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-1024x723.png 1024w, https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-300x212.png 300w, https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-768x542.png 768w, https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-1536x1085.png 1536w, https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-2048x1446.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Design review excerpt showing screen shots for a contact form marked up with categorised issues.</figcaption></figure>
</div>


<div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex">
<div class="wp-block-button wp-block-buttons downloads"><a class="wp-block-button__link wp-element-button" href="https://davehone.com/download/2186/?tmstv=1718493080" target="_blank" rel="noreferrer noopener">Download design review (PDF 11.2Mb)</a></div>
</div>
</div></div>



<h2 class="wp-block-heading has-text-align-center">Future state redesign</h2>



<p>Using Figma and a design system based on Fluent, I needed to redesign components to address the accessibility issues and improve mobile compatibility.</p>



<p>The design had to accommodate two states: a future state, and an operational state:</p>



<ol class="wp-block-list">
<li><strong>Future state</strong>: a strategic end-user focussed design that addressed 422 issues and achieved WCAG 2.2 AA success criteria with a contemporary design system</li>



<li><strong>Operational state</strong>: a design iteration, collaborated with product and technical teams, based on a prioritised roadmap of 20 of 422 improvements and the legacy design system.</li>
</ol>



<div class="wp-block-group section text-center mb-0"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained">
<h3 class="wp-block-heading mb-4">The redesigned contact form</h3>



<ul class="wp-block-list pillars make-row-3 hide-me sequence-me">
<li><i class="pillar-icon fa-hourglass-end"></i>Reduced redundant form choices from 600 options to 20 options</li>



<li><i class="pillar-icon fa-mobile"></i>Responsive and mobile compatible, and WCAG 2.1 AA accessibility improvements</li>



<li><i class="pillar-icon fa-edit"></i>Content consistent with writing style guidelines.</li>
</ul>


<div class="wp-block-image text-center">
<figure class="aligncenter size-large"><img decoding="async" width="1024" height="712" src="https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-redesign-1024x712.png" alt="Excerpt from a design handover document showing responsive break points, content modules and conditional variations." class="wp-image-2169" srcset="https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-redesign-1024x712.png 1024w, https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-redesign-300x209.png 300w, https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-redesign-768x534.png 768w, https://davehone.com/wp-content/uploads/2024/06/Design-review-contact-form-redesign-1536x1068.png 1536w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Mobile and desktop handover document for a contact form redesign, showing responsive components and conditional variations.</figcaption></figure>
</div></div></div>



<div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex">
<div class="wp-block-button wp-block-buttons downloads"><a class="wp-block-button__link wp-element-button" href="https://davehone.com/download/2171/?tmstv=1718000828" target="_blank" rel="noreferrer noopener">Download design files (PDF 5.7Mb)</a></div>
</div>
<p>The post <a href="https://davehone.com/prioritising-a-product-roadmap-with-lean-ux/">Prioritising a product backlog with lean UX</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
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		<title>Addressing equity barriers with inclusive service design</title>
		<link>https://davehone.com/services-for-students-living-with-disability/</link>
		
		<dc:creator><![CDATA[Dave]]></dc:creator>
		<pubDate>Sun, 05 Mar 2023 04:59:17 +0000</pubDate>
				<category><![CDATA[Case studies]]></category>
		<category><![CDATA[Community]]></category>
		<category><![CDATA[Education]]></category>
		<category><![CDATA[Research]]></category>
		<category><![CDATA[Service design]]></category>
		<guid isPermaLink="false">https://davehone.com/?p=1847</guid>

					<description><![CDATA[<p>Understanding barriers helps to prioritise accessible service improvements</p>
<p>The post <a href="https://davehone.com/services-for-students-living-with-disability/">Addressing equity barriers with inclusive service design</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p class="has-text-align-center lead">Recently I was asked to evaluate an Australian university&#8217;s reasonable adjustment plan service (RAPs).</p>



<p class="has-text-align-center">RAPs is a service designed to address inequitable access to education.</p>



<p class="has-text-align-center">Using co-creation to understand the end-to-end experience, we prioritised improvement opportunities based on impact and technical complexity.</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center text-center">The challenge</h2>



<ul class="wp-block-list pillars make-row-3 hide-me sequence-me">
<li><i class="pillar-icon fa-code-branch"></i>Understand the end-to-end front-stage and back-stage journeys</li>



<li><i class="pillar-icon fa-users"></i>Evaluate current state pain points, channels, processes and touch points</li>



<li><i class="pillar-icon fa-signal"></i>Prioritise opportunities for improvements</li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center text-center">The problem to solve</h3>



<p class="has-text-align-center">I needed to reach out to accessibility communities of practice, students, health care professionals and internal stakeholders to find out what was working well and where there was room to improve services for students living with a disability.</p>



<ul class="wp-block-list sticky-notes small pillars make-row-4 hide-me sequence-me">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-edit"></i>Start with a deep understanding of students living with a disability</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-cubes"></i>Work across organisation silos and include users to co-create a future state vision</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-chart-bar"></i>Evaluate opportunities for improvement, using service design rules of thumb</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-cogs"></i>Shift thinking from current solutions to problem statements</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center text-center">Outputs</h3>


<div class="wp-block-image text-center pb-5">
<figure class="aligncenter size-large"><img loading="lazy" decoding="async" width="1024" height="590" src="https://davehone.com/wp-content/uploads/2024/04/Workshop_journey-1024x590.png" alt="A customer journey diagram showing episodes of an end-to-end journey, divided into swim lanes for user types, channels, system actions and apin points" class="wp-image-1884" srcset="https://davehone.com/wp-content/uploads/2024/04/Workshop_journey-1024x590.png 1024w, https://davehone.com/wp-content/uploads/2024/04/Workshop_journey-300x173.png 300w, https://davehone.com/wp-content/uploads/2024/04/Workshop_journey-768x443.png 768w, https://davehone.com/wp-content/uploads/2024/04/Workshop_journey-1536x885.png 1536w, https://davehone.com/wp-content/uploads/2024/04/Workshop_journey-2048x1181.png 2048w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">First, we identified front and back-stage actors, episodes and high-level user stories.</figcaption></figure>
</div>

<div class="wp-block-image text-center pb-5">
<figure class="aligncenter size-large"><img loading="lazy" decoding="async" width="1024" height="590" src="https://davehone.com/wp-content/uploads/2024/04/Workshop_prioritisation_matrix-1024x590.png" alt="A quadrant diagram showing 109 user stories written on post it notes, arranged by priority with highest value and lowest effort in the top right, and lowest value and highest effirt in the bottom left" class="wp-image-1885" srcset="https://davehone.com/wp-content/uploads/2024/04/Workshop_prioritisation_matrix-1024x590.png 1024w, https://davehone.com/wp-content/uploads/2024/04/Workshop_prioritisation_matrix-300x173.png 300w, https://davehone.com/wp-content/uploads/2024/04/Workshop_prioritisation_matrix-768x443.png 768w, https://davehone.com/wp-content/uploads/2024/04/Workshop_prioritisation_matrix-1536x885.png 1536w, https://davehone.com/wp-content/uploads/2024/04/Workshop_prioritisation_matrix-2048x1181.png 2048w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Then, we prioritised opportunities by estimating build complexity and business value.</figcaption></figure>
</div>

<div class="wp-block-image text-center pb-5">
<figure class="aligncenter size-large"><img loading="lazy" decoding="async" width="1024" height="516" src="https://davehone.com/wp-content/uploads/2024/04/Review-request-service-flow-small-1024x516.png" alt="Diagram showing a complex process flow for several front-stage and back-stage use cases" class="wp-image-2031" style="object-fit:cover" srcset="https://davehone.com/wp-content/uploads/2024/04/Review-request-service-flow-small-1024x516.png 1024w, https://davehone.com/wp-content/uploads/2024/04/Review-request-service-flow-small-300x151.png 300w, https://davehone.com/wp-content/uploads/2024/04/Review-request-service-flow-small-768x387.png 768w, https://davehone.com/wp-content/uploads/2024/04/Review-request-service-flow-small-1536x774.png 1536w, https://davehone.com/wp-content/uploads/2024/04/Review-request-service-flow-small-2048x1032.png 2048w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Finally, using a deep knowledge of the user journey, prioritised user stories, and principles of service design as inputs, I facilitated workshops to redesign key processes.</figcaption></figure>
</div>


<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained">
<h4 class="wp-block-heading has-text-align-center text-center mb-4">Key findings</h4>



<p class="text-center pb-2">Based on key findings from my research, I gave the following advice to the university.</p>



<ul class="wp-block-list pillars make-row-3 hide-me sequence-me spaced in-viewport">
<li><i class="pillar-icon fa-dungeon" aria-hidden="true"></i><h5>Manual, financial and geographical barriers</h5> Paper-based medical processes should be digitised to reduce financial barriers for students, and relieve practitioner administration.</li>



<li><i class="pillar-icon fa-robot" aria-hidden="true"></i><h5>Seamless automation, initiated early</h5> Early self-identification should initiate automated, sequenced workflows to reduce delays and reliance on process familiarity.</li>



<li><i class="pillar-icon fa-shapes" aria-hidden="true"></i><h5>Multi-system interoperability</h5> Multi-system journeys should be further integrated with clear next steps where re-platforming is not yet possible.</li>



<li><i class="pillar-icon fa-universal-access" aria-hidden="true"></i><h5>Accessibility guidelines compliance</h5> An experience uplift should better support equitable access, and a roadmap is needed for WCAG compliance.</li>



<li><i class="pillar-icon fa-shield-alt" aria-hidden="true"></i><h5>Levels and types of access</h5> Disconnected front line support processes should be seamlessly connected to improve information sharing and secure access.</li>



<li><i class="pillar-icon fa-users" aria-hidden="true"></i><h5>Relationships start before the CRM record</h5> Customer records should start before the application process so that candidates don&#8217;t need to repeat themselves.</li>
</ul>
</div></div>



<p></p>
<p>The post <a href="https://davehone.com/services-for-students-living-with-disability/">Addressing equity barriers with inclusive service design</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
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