Getting Started With Cisco Design Thinking v0.9
Getting Started With Cisco Design Thinking v0.9
Designer*
3 4
What is
this book?
Think of this book as your inside guide to How should you use it?
Cisco’s Design Thinking framework. You’ll get Read the first half of the book to familiarize
a good sense of Design Thinking as a theory. yourself with the fundamentals of Cisco
You’ll get a bunch of practical tools to help Design Thinking. The second half covers a
bring Design Thinking to life. And, by the end, variety of proven exercises intended to help
you should feel more confident that you and you and your team apply our framework to
your team can creatively solve problems for everyday problems. The tools are divided by
your users. Smarter. Better. Faster. Together. the Cisco Design Thinking phase where they
are most typically used. But feel free to mix
Who is it for? them up as you see fit.
It’s for you and anyone in the Cisco
ecosystem who is interested in learning more How long does it take to read?
about Design Thinking — and how to apply it to You can read this book cover to cover
everyday business problems. If you’re already in under an hour, though skimming and
well on your way in your Design Thinking snacking are highly encouraged. Once you’re
journey, please pass this book along to any familiar with the basic structure and flow
peers or team members who you think should of the framework, this book can become a
begin theirs. quick reference guide to help you and your
team solve problems for end users.
5 6
Table of Contents
Introduction to Design 11
& Design Thinking
Discover 25
Define 45
Explore 65
Index 167
8
Design is not
just what it
looks like and
feels like.
Design is
how it works.
Steve Jobs, 2003
10
INTRODUCTION
Let’s talk
about design
At its core,
Take a look around you. Check out the style of
those lights. The shape of that table. The function
of your laptop. The cover of this book. Cisco’s logo.
And elegantly.
confuses us, frustrates us, gets in our way, or slows
us down.
11 12
INTRODUCTION
What is
Design Thinking?
13 14
Billions of Whether you’re a Cisco designer, developer,
product manager, marketer, salesperson,
or in HR, Cisco Design Thinking is a shared
products.
than customers. Users use Cisco products;
customers purchase them. While customers
like CIOs are extremely valuable, Cisco Design
Thinking prioritizes solving problems for end
users to ensure their experience is the best —
and most delightful — it can possibly be.
products
You’ll learn how to identify and explore novel
solutions. You’ll learn how to use a variety of
tools to get to your best ideas faster. And, along
15 16
CISCO DESIGN THINKING
Execute
Here’s how
it works
High Fidelity
Investment
Decision
Concept
The Cisco Design Thinking framework adapts classic Design
Explore
POSSIBILITIES
CREATIVE
innovative yet familiar, forward-looking yet approachable.
Make Things
THE PROBLEMS
TO BE SOLVED
Define
1. Discover: Strive to deeply understand your users and
what they need, so you and your team can document a
clear Opportunity Statement.
Discover
OPPORTUNITY
2. Define: Identify, document, and prioritize the problems to
THE
be solved based on the opportunity at hand, and fill out a
crisp Problems to Be Solved Statement.
“What’s Next”
Raw Ideas
one or more solutions that will delight your target users,
solve their core problems, and claim the opportunity.
17 18
CISCO DESIGN THINKING
Here’s how
it works 2
19 20
CISCO DESIGN THINKING
Here’s how
it works 3
Bringing It All Together: The Thread As you traverse The Thread, you and your team will
The Thread charts the path you and your team grow more confident that there’s a big opportunity
should take to practice Cisco Design Thinking. in front of you. You’ll deeply understand your users.
You’ll grasp the true problems to be solved. And
Based on “What’s Next,” you’ll start with some Raw Ideas. you’ll generate compelling potential solutions. When
Then you’ll work through each Core Phase by Validating you reach the end of The Thread, you’ll have a High
with Users, Making Things, and re-validating that you’re Fidelity Concept that not only clarifies “What’s Next,”
headed in the right direction. but drives the Investment Decision.
21 22
Ready
to dive
deeper?
23
Phase 1: Discover
Talk to users to discover your opportunity
25
Great products solve
real problems for Make Things
regular people.
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CISCO DESIGN THINKING
The two main activities in this phase are data collection 1. Gather user data
and insights synthesis. • Get out of the office and talk to real users.
Interview (p.101), observe (p.105) them
Try to meet with at least six users to begin to see a clear in context, and take notes about how they
picture of what your user population needs. Once you interact with the products they use.
gather information from these people, you can begin
piecing your observations together in a way that starts to 2. Synthesize insights
explain their behavior. • Put data into a framework such as a journey
map (p.111), or an affinity diagram (p.113).
Through user data, you can develop a clarifying narrative • Identify needs, breakdowns, and any surprising
about your actual users and their everyday challenges. findings.
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CISCO DESIGN THINKING
33 34
CISCO DESIGN THINKING
Examples
35 36
CISCO DESIGN THINKING
Examples 2
A network engineer who responds to policy Today, they perform human analysis, deploy
change requests in a complex security changes, and rely on rollback to correct errors and
environment needs to know how a policy change unintended consequences.
will affect and be affected by the the rest of
the security environment before it’s deployed Best case, they proactively test and roll back. Worst
because, even if they can easily write rules to case, they rely on their end users to report errors
capture the business intent, they aren’t confident and negative results. This error-prone process is
the change will have the intended effect due to all expensive, risky, and often results in customer and
the things that make their environment complex, user dissatisfaction.
such as:
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CISCO DESIGN THINKING
It’s easy for biases in the Discover phase to alter the trajectory Did we spend quality time with our users?
of the rest of the process. As you go through this phase, ask Have we found patterns in user behavior?
yourself these questions:
Have we identified users’ most critical unmet
Do the users we’re talking to broadly represent our user base? needs, pain points, and workarounds?
Are we getting a cross-section of feedback? Or feedback from Have we validated our insights with our users?
only one segment of our user base? Are we asking open- Are we confident in — and energized by —
ended questions that allow people to describe their immediate
what we found?
needs as well as their latent needs? Are we letting people
speak their minds without directing the conversation towards
certain answers?
39 40
Phase 2: Define
Define the problems to be
solved for your users
45
Once you have
Make Things
documented your
opportunity, you and your
team will likely identify
many problems that will
need to be solved. But
which ones matter most
to your users? Discover Define
s next”
Your goal in this phase
THE OPPORTUNITY THE PROBLEMS
is to prioritize three — or TO BE SOLVED
fewer — clearly articulated
problems that your
solution will address on
behalf of your users.
deas Validate with Users
47 48
CISCO DESIGN THINKING
49 50
CISCO DESIGN THINKING
The main activity in the Define phase is creating a 1. Craft How Might We statements
validated Problems to Be Solved Statement. • Brainstorm How Might We statements (p.125) to kickstart
high-level ideation.
You can make progress on this Problems to Be Solved • Adjust How Might We statements to make sure they are user-
Statement by telling a new story — one where the user’s focused (p.125). Make sure they don’t specify a solution.
life has improved because they have your high-level, • Select the best How Might We statements as they relate to
unspecified solution. solving user problems.
51 52
CISCO DESIGN THINKING
TO SOLVE].
53 54
CISCO DESIGN THINKING
Examples
As a result of this, our solution absolutely must: As a result of this, our solution absolutely must
successfully join any meeting — hosted by any vendor provide a fully equipped ideation space within the
and conducted in any format — in less than 15 seconds primary location where our selling teams meet with
with a >99.5% success rate, Cisco customers and end users,
while while
providing consistent, intuitive default behaviors for bringing our emerging Cisco Design Thinking
to audio, video, and screen sharing, Framework to life,
55 56
CISCO DESIGN THINKING
57 58
CISCO DESIGN THINKING
Define
checklist
Did we define the most impactful problems to solve? By now you’ve told your story a number of times,
Did we complete our Problems to Be Solved Statement so your team should feel a growing sense of
confidence you’re on the right track. Ideally you
as it relates to the Opportunity Statement?
were able to tell your story without getting locked
Did our users validate these problems? into a particular solution, because you will tackle
Are we confident in and energized by what we found? creative solutions in the Explore phase of Cisco
59 60
Phase 3: Explore
Explore creative possibilities
to solve user problems
65
You have a clear sense
of who you’re building Make Things
for, the opportunity
at hand, and the key
problems to be solved.
Now it’s time for the
team to start identifying
cover Define
creative solutions. Explore
The key to the Explore
ORTUNITY PROBLEM TO CREATIVE
phase is to ensure BEthat
SOLVED POSSIBILITIES
the solutions developed
explicitly solve the
prioritized problems
documented in the
Define phase. Validate with Users
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CISCO DESIGN THINKING
69 70
CISCO DESIGN THINKING
The main activities in the Explore phase involve ideation 3. Create interactive prototypes
around solving your users’ problems, and rapidly building • Create a prototype that shows the key value for
and iterating until you validate the ideal solution. the user in a simple flow (p.151).
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CISCO DESIGN THINKING CISCO DESIGN THINKING
By the end of the Explore phase, your team will have Many people are afraid of pitching “dumb ideas”
the opportunity to create high fidelity prototypes of the in front of their colleagues. Others lose heart
proposed solution. This can be a wireframe, a clickable when users don’t love their solutions right off
prototype, or a physical mockup. the bat.
Identify precisely where the proposed user experience Just remember, good ideas can come from
solves the problems you defined in phase 2. Use arrows. anywhere. And when you fail fast, you learn
Use speech bubbles. Explicitly illustrate where and how even faster.
your solution solves each problem.
Finding out what works — and what doesn’t work
And if it doesn’t clearly and completely solve the problem — helps inform your decisions. So you can take
for your users — iterate. significant steps toward a winning solution with
more confidence.
Just make sure your new paths are based on user
insight and the problem definition, rather than on raw If you find you’re getting off track, don’t be afraid
assumptions, hearsay, or gut feel. to pause, step back, look at the bigger picture,
and reset.
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CISCO DESIGN THINKING
Explore
checklist
Have we explored creative ideas that address By this point, there should be little guesswork. Your
the problems to be solved? team has come up many ideas, built things you
weren’t sure would work, tried them out with users,
Did the team align to select a few strong
had some failures, and had some triumphs.
solutions to test?
Did we build a prototype and run it by Now you’re ready to propose the final, proven
75 76
After you’ve gotten approval from your
stakeholders, and ensured your new
design is technically feasible, it’s time
to identify the process, people, and
skills you need to develop your user-
validated concept, and bring your new
product to life.
81 82
Getting Started
Facilitating Workshops
Cisco Design
Thinking Principles
Practice
Roll up your sleeves and get to it.
Discover Tools
Define Tools
Explore Tools
87 88
PRACTICE
Cisco Design Thinking is a structured framework. Hosting a workshop for your team is an exciting,
effective way to start practicing Cisco Design Thinking.
Fun, effective, and team-centered, this step-by-
step method is designed to drive cross-functional Workshops provide a clear structure to help you
collaboration and positive creative outcomes across achieve more in less time. They also help ensure that
the board. everyone has a voice by mixing individual exercises
with small group work.
By following the exercises in the next few pages, your
team can begin to get closer to an idea that will solve Workshops should be planned and structured in
real user problems. Effectively. Efficiently. Perhaps advance by a facilitator, who will be responsible for
even elegantly. leading the activities and moving the agenda along.
Remember that great ideas can come from anywhere. When to host a workshop
And often do. Fresh perspectives bring fresh ideas. A great time for a workshop is at the beginning of a
Positivity fuels creativity. And Cisco Design Thinking can project or early in the Discover phase. If you’re already
help your team explore greater possibilities. in a detailed design phase, opt for user critiques
instead of big team workshops.
89 90
PRACTICE
91 92
Put the user first
Their experience is your focus. Improving it informs all
Cisco
that you do. To create better solutions, connect with
users as often as you can.
Keep it simple
Strive to produce the most simple and effective product
Design
for your people.
Thinking
they must evolve alongside users’ needs.
Principles
never in the way but always around.
Dare to delight
It’s the little details that make the most impactful
designs. Sweat the small stuff so that customers want to
Keep these ideas top of mind come back for more — and tell all their friends too.
93 94
In this section you’ll find a set of proven
Design Thinking tools help you gather and
analyze user data. The exercises will also
help you ideate, prioritize, visualize, and
validate your solutions.
95 96
Discover Tools
97
TOOLS
Discover
As we mentioned earlier, the outcome of the Discover To figure out [A. Core User] use these exercises:
phase is completing the Opportunity Statement: Interviews (p.101)
Observation (p.105)
[A. CORE USER] needs to
To understand [B. Primary Need] employ:
[B. PRIMARY NEED] because
Empathy Map (p.109)
[C. SURPRISING USER-VALIDATED INSIGHT] Journey Map (p.111)
Today,
[D. HOW CURRENT SOLUTIONS FALL SHORT]. For [C. Surprising User-Validated Insight] try:
Interviews (p.101)
Filling in these blanks with your teams can be more Observation (p.105)
challenging than you might expect. Role Playing (p.115)
In the following pages, you’ll find a list of short exercises To complete [D. How Current Solutions Fall
to help you successfully complete the statement above. Short] either tap into your team’s current market
knowledge, or use:
Interviews (p.101)
Observation (p.105)
Competitive Analysis (p.131)
99 100
TOOLS - DISCOVER
Interview
60 min
Steps
1. Map out who might know the problem space, and
seek out people that fit into this profile. Usually there
are multiple groups like end users, customers, and
stakeholders. Engage with experts and novices alike.
101 102
TOOLS - DISCOVER
Interview 2
Wrap-up
Thank &
Here are a list of questions to ask at the start of each
Statements
Question
interview to discover unmet needs, pain points, and
opportunities.
Emotions
Interview Development
Explore
• How does [product] support your work?
• What other systems do you use that relate to
[product]?
• What are the top 3 tasks you perform using
Stories
[product]?
Evoke
• How do you accomplish [task] with [product]?
Time
• What are the biggest challenges you face using
[product]?
Rapport
Build
• What improvements to the [product] would make
your life easier?
Tip:
Project
Intro
Keep questions neutral and open-ended. This lets
users steer the conversation to areas they care
about. It’s more important to be an active listener
than to follow a script in detail.
Yourself
Intro
103 104
TOOLS - DISCOVER
Observation
60 min
Steps
1. Ask for permission to shadow users as they go about
their daily lives. This can be done as a “fly on the wall”
or combined with an interview (p.101). If your design
challenge is related to conference calls, for example,
What do they say?
spend a day watching how people behave before,
during, and after a conference call. What do they do?
What do they think?
2. Ask users to walk through how they currently get things What do they feel?
done, and to describe their thoughts and feelings as they
go through the process. Don’t just take a user’s input at
face value. Seek a deeper understanding, and don’t be
afraid to challenge the very nature of the problem — it’ll
get you closer to a better solution.
105 106
TOOLS - DISCOVER
Dot Vote
15 min
Goal
Align on ideas quickly.
Concept
Dot voting can help your team resolve big debates in
minutes. This technique helps you avoid rabbit holes and
drives your team toward a decision faster. It also helps
democratize decision-making, as everyone gets to weigh in.
Steps
1. Organize your sticky note ideas on the wall so everyone
can read them.
107
TOOLS - DISCOVER
Empathy Map
30 min
Goal 5. Then fill out what they think during it, and what
Understand user context, and empathize with the user’s needs. they feel (positive and negative). Use real quotes
from users to make it more tangible.
Concept
An empathy map can help your team deduce the most 6. Recap and summarize what you’ve learned.
important pains (frustrations, fears, obstacles) and gains Consider analyzing the data further in a Journey
(delight, utility, goals) that users have. Using an empathy map, Map (p.111).
you’ll gather, structure, and share user data to help your team
understand your user’s current experience, empathize with how
he/she truly feels, and clarify what he/she really needs. Example.
Pains Gains
4. Map your user findings into the different areas with sticky
notes. Start with what the user typically says and does in
this context (i.e. what are his or her reactions).
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TOOLS - DISCOVER
Journey Map
60 min
Goal 5. Next, consider what your team has learned from your
Understand the overall user journey, context, and needs. research. What thoughts, feelings, and frustrations does
your user have in each of these phases? Map these on
Concept an emotional scale, so you can easily observe the most
A Journey map helps your team visualize the entire user challenging parts of the journey.
journey from start to finish. It helps everyone understand
the full story of how end users engage with your product 6. Identify opportunities based on your insights.
or service.
Example.
111 112
TOOLS - DISCOVER
Affinity Diagram
30 min
113 114
TOOLS - DISCOVER
Role Playing
60 min
Example.
Steps
1. Create a rough script for the desired interaction
(such as a customer service call, service-to-server Role Play Scenario
"Cranky Customer"
connections, or teleconferencing). Don’t worry about
details; improvisation is helpful. 1. Physical Setting 2. Situation
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TOOLS - DISCOVER
Advanced Tools
When you’re comfortable with the basics, your team might Landscape Map
want to experiment with more advanced tools. Each of Understand how changes in the user's environment or
the following are commonly used, so you can find more context might affect the solution. Identify trends under
information and directions by searching online. different categories like technology, demographics,
environment, regulation, uncertainty, customer needs,
Behavioral Metrics and competition.
Behavioral data can help you understand what people are
struggling with, but not necessarily why they’re struggling. Stakeholder Map
Your team can get to the why by observing (p.105) or Map various institutions, partners, customers, and
interviewing (p.101) users in real life. products that relate to your product or service to
understand the entire ecosystem. Use this as a tool to
Diary Studies analyze how your team should interact with different
Engage users over the course of a few weeks and ask entities, and to uncover potential opportunities and risks.
them to record key interactions with the solution or the
relevant context. Prompt remote users to record specific
things through a photo journal, which can be sent via Cisco
Spark or email. After analyzing the diaries, follow up with
interviews.
Surveys
Surveying your existing users on a regular cadence is a
good practice and can reveal shortcomings, gaps, and
misunderstandings. Surveys can also reveal where progress
is being made and where the product is already successful.
117 118
Define Tools
121
TOOLS
Define
The outcome of the Define phase is to prioritize which The exercises in the following pages will help you
problems to solve by completing the Problems to Be uncover and crisply articulate user problems, and then
Solved Statement below, as it relates to the Opportunity prioritize which 1 - 3 problems your solution
Statement you completed in the Discover phase: must address.
As a result of this, our solution absolutely must: To uncover root problems, use:
How Might We (p.125)
[A. PRIMARY PROBLEM TO SOLVE],
123 124
TOOLS - DEFINE
How Might We
30 min
125 126
TOOLS - DEFINE
60 min
Must
Goal
Outline the design parameters for your team.
Concept
Define the solution’s must-haves, should-haves, could-
Should
haves, and will-not-haves.
Steps
1. Gather a group of stakeholders relevant to your project.
127 128
TOOLS - DEFINE
Storyboard
30 - 90 min
Steps
1. Individually, or in a group, start with at least three blank
boxes as a canvas.
129 130
TOOLS - DEFINE
Competitive Analysis
120 min
Strengths Weaknesses
Steps
1. Ask each of your team members to pick two or
three competing products, perform a brief SWOT
(strengths, weaknesses, opportunities, threats)
analysis, and then discuss your findings as a team.
131 132
TOOLS - DEFINE
Experience Principles
120 min
2. Discuss the characteristics you want for your product, 2. Always allow access to settings
in context
and discuss as a team.
133 134
TOOLS - DEFINE
Advanced Tools
Packaging Design
Sketch the box in which your product would be sold —
even if it’s a cloud service. This helps you focus on the
essentials of your solution and highlights the key value
proposition in human language. Sketch on a real box to
make your package tangible.
135 136
Explore Tools
139
TOOLS
Explore
The outcome of the Explore phase is a visual The following exercises will help you explore
representation of your solution that users can validate. creative ideas, align on the best solutions with your
team, create a representation of your solutions, and
This can be a wireframe or a prototype. Either way, your validate with users.
visual must explicitly call out when, where, and how
you solve your user’s most pressing problems that you To explore creative possibilities, use:
identified in the Define phase. Time-bound Brainstorming (p.143)
Crazy 8's (p.145)
Dot Voting (p.107)
141 142
TOOLS - EXPLORE
Brainstorming
60 - 90 min
Steps Example.
1. Prime and focus the group with a How Might We
question (p.125) from the Define phase to start
How Might We Questions
the ideation. Make sure the group understands
the background and the insight to that question.
It’s always best to summarize key research before
you start. Round #1 Analogue
3. Timebox the ideation. Use 3 - 5 minutes per prompt Round #3 Voice Only
or How Might We question. Have people brainstorm
individually first on sticky notes.
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TOOLS - EXPLORE
Crazy 8’s
30 min
Steps
1. All participants take a blank piece paper and fold it
three times to form eight boxes.
3. For the next six minutes, people can pick three of their
favorite ideas, and expand on them on a separate
sheet of paper.
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TOOLS - EXPLORE
2x2 Matrix
20 min
Concept Tip
Map your ideas using a 2x2 matrix. This tool divides You can define the position in the matrix by doing
ideas/user needs/features along two axes. a dot voting exercise (p.107)
Example.
For example: high/low-impact and easy/difficult to
implement, or unique/typical, or frequent/infrequent
activity.
Hard to implement
Steps
1. Run a brainstorming activity (p.143) with your team.
Easy to implement
3. Allow each participant to map their own sticky notes
on the axes.
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TOOLS - EXPLORE
Steps
1. Take a piece of paper and sketch out a solution for
a particular flow or feature.
149 150
TOOLS - EXPLORE
Interactive Prototypes
1-2 days
Steps
1. Choose the scope of your prototype. Typically the
prototype should be at least one complete flow from
end-to-end.
151 152
TOOLS - EXPLORE
Concept Testing
1-3 days
Example.
2. Meet the user one-on-one, preferably face-to-face.
Remote is also fine, as long as the user can share
his/her screen via Webex, Telepresence, or Cisco
Spark. Record the session.
153 154
TOOLS - EXPLORE
Advanced Tools
155 156
How to use a Cisco Design Thinking Labs are designed and equipped
to help bring Cisco Design Thinking to life.
159 160
Thanks
for taking
the time to
familiarize
yourself with
Cisco Design We hope you find these tools valuable as
you set out to discover new opportunities,
define the problems to be solved, explore
163 164
Acknowledgements
165 166
Index
Behavioral Metrics, 117 Dot Vote, 107 Participatory Design Sessions, 135
Business Model Canvas, 156 Experience Principles, 133 Problems to Be Solved Statement, 54
Cisco Design Thinking Lab, 159 Process & Tools, 139 Storyboard, 129
167 168