Experiencing Data w/ Brian T. O’Neill (UX for AI Data Products, SAAS Analytics, Data Product Management)

057 - How to Design Successful Enterprise Data Products When You Have Multiple User Types to Satisfy

Designing a data product from the ground up is a daunting task, and it is complicated further when you have several different user types who all have different expectations for the service. Whether an application offers a wealth of traditional historical analytics or leverages predictive capabilities using machine learning, for example, you may find that different users have different expectations. As a leader, you may be forced to make choices about how and what data you’ll present, and how you will allow these different user types to interact with it. These choices can be difficult when domain knowledge, time availability, job responsibility, and a need for control vary greatly across these personas. So what should you do?

To answer that, today I’m going solo on Experiencing Data to highlight some strategies I think about when designing multi-user enterprise data products so that in the end, something truly innovative, useful, and valuable emerges.

In total, I covered:

• Why UX research is imperative and the types of research I think are important (4:43)
• The importance for teams to have a single understanding of how a product’s success will be measured before it is built and launched (and how research helps clarify this). (8:28)
• The pros and cons of using the design tool called “personas” to help guide design decision making for multiple different user types. (19:44)
• The idea of ‘Minimum valuable product’ and how you balance this with multiple user types (24:26)
• The strategy I use to reduce complexity and find opportunities to solve multiple users’ needs with a single solution (29:26)
• The relevancy of declaratory vs. exploratory analytics and why this is relevant. (32:48)
• My take on offering customization as a means to satisfy multiple customer types. (35:15)
• Expectations leaders should have-particularly if you do not have trained product designers or UX professionals on your team. (43:56)

Resources and Links

• My training seminar, Designing Human-Centered Data Products: http://designingforanalytics.com/theseminar
• Designing for Analytics Self-Assessment Guide: http://designingforanalytics.com/guide
• (Book) The User Is Always Right: A Practical Guide to Creating and Using Personas for the Web by Steve Mulder https://www.amazon.com/User-Always-Right-Practical-Creating/dp/0321434536
• My C-E-D Design Framework for Integrating Advanced Analytics into Decision Support Software: https://designingforanalytics.com/resources/c-e-d-ux-framework-for-advanced-analytics/
• Homepage for all of my free resources on designing innovative machine learning and analytics solutions: designingforanalytics.com/resources

056 - How Design Helps Drive Adoption of Data Products Used for Social Work with Chief Data Officer Dr. Besa Bauta of MercyFirst

There’s a lot at stake in the decisions that social workers have to make when they care for people — and Dr. Besa Bauta keeps this in mind when her teams are designing the data products that care providers use in the field.

As Chief Data Officer at MercyFirst, a New York-based social service nonprofit, Besa explains how her teams use design and design thinking to create useful decision support applications that lead to improved clinician-client interactions, health and well-being outcomes, and better decision making.

In addition to her work at MercyFirst, Besa currently serves as an adjunct assistant professor at New York University’s Silver School of Social Work where she teaches public health, social science theories and mental/behavioral health. On today’s episode, Besa and I talked about how MercyFirst’s focus on user experience improves its delivery of care and the challenges Besa and her team have encountered in driving adoption of new technology.

In total, we covered:

• How data digitization is improving the functionality of information technologies. (1:40)
• Why MercyFirst, a social service organization, partners with technology companies to create useful data products. (3:30)
• How MercyFirst decides which applications are worth developing. (7:06)
• Evaluating effectiveness: How MercyFirst’s focus on user experience improves the delivery of care. (10:45)
• “With anything new, there is always fear”: The challenges MercyFirst has with getting buy-in on new technology from both patients and staff. (15:07)
• Besa’s take on why it is important to engage the correct stakeholders early on in the design of an application — and why she engages the naysayers. (20:05)
• The challenges MercyFirst faces with getting its end-users to participate in providing feedback on an application’s design and UX. (24:10)
• Why Besa believes it is important to be thinking of human-centered design from the inception of a project. (27:50)
• Why it is imperative to involve key stakeholders in the design process of artificial intelligence and machine learning products. (31:20)

Quotes from Today’s Episode

We're not a technology company, ...so, for us, it’s about finding the right partners that understand our use cases and who are also willing to work alongside us to actually develop something that our end-users — our physicians, for example — are able to use in their interaction with a patient. - Besa

No one wants to have a different type of application every other week, month, or year. We want to have a solution that grows with the organization. - Besa on the importance of creating a product that is sustainable over time

If we think about data as largely about providing decision support or decision intelligence, how do you measure that it's designed to do a good job? What's the KPI for choosing good KPIs? - Brian

Earlier on, engaging with the key stakeholders is really important. You're going to have important gatekeepers, who are going to say, ‘No, no, no,’ — the naysayers. I start with the naysayers first — the harder nuts to crack — and say, ‘How can this improve your process or your service?’ If I could win them over, the rest is cake. Well, almost. Not all the time. - Besa

Failure is how some orgs learn about just how much design matters. At some point, they realize that data science, engineering, and technical work doesn't count if no human will use that app, model, product, or dashboard when it rolls out.  -Brian

Besa: It was a dud. [laugh].

Brian: —yeah, if it doesn’t get used, it doesn't matter

What my team has done is create workgroups with our vendors and others to sort of shift developmental timelines [...] and change what needs to go into development and production first—and then ensure there's a tiered approach to meet [everyone’s] needs because we work as a collective. It’s not just one healthcare organization: there are many health and social service organizations on the same boat. - Besa 

It's really important to think about the human in the middle of this entire process. Sometimes products get developed without really thinking, ‘is this going to improve the way I do things? Is it going to improve anything?’ … The more personalized a product is,the better it is and the greater the adoption. - Besa

 

055 - What Can Carol Smith’s Ethical AI Work at the DoD Teach Us About Designing Human-Machine Experiences?

It’s not just science fiction: As AI becomes more complex and prevalent, so do the ethical implications of this new technology.But don’t just take it from me – take it from Carol Smith, a leading voice in the field of UX and AI. Carol is a senior research scientist in human-machine interaction at Carnegie Mellon University’s Emerging Tech Center, a division of the school’s Software Engineering Institute. Formerly a senior researcher for Uber’s self-driving vehicle experience, Carol-who also works as an adjunct professor at the university’s Human-Computer Interaction Institute-does research on Ethical AI in her work with the US Department of Defense.

Throughout her 20 years in the UX field, Carol has studied how focusing on ethics can improve user experience with AI. On today’s episode, Carol and I talked about exactly that: the intersection of user experience and artificial intelligence, what Carol’s work with the DoD has taught her, and why design matters when using machine learning and automation. Better yet, Carol gives us some specific, actionable guidance and her four principles for designing ethical AI systems.

In total, we covered:

• “Human-machine teaming”: what Carol learned while researching how passengers would interact with autonomous cars at Uber (2:17)
• Why Carol focuses on the ethical implications of the user experience research she is doing (4:20)
• Why designing for AI is both a new endeavor and an extension of existing human-centered design principles (6:24)
• How knowing a user’s information needs can drive immense value in AI products (9:14)
• Carol explains how teams can improve their AI product by considering ethics (11:45)
• “Thinking through the worst-case scenarios”: Why ethics matters in AI development (14:35) and methods to include ethics early in the process (17:11)
• The intersection between soldiers and artificial intelligence (19:34)
• Making AI flexible to human oddities and complexities (25:11)
• How exactly diverse teams help us design better AI solutions (29:00)
• Carol’s four principles of designing ethical AI systems and “abusability testing” (32:01)

Quotes from Today’s Episode

“The craft of design-particularly for #analytics and #AI solutions-is figuring out who this customer is-your user-and exactly what amount of evidence do they need, and at what time do they need it, and the format they need it in.” – Brian

“From a user experience, or human-centered design aspect, just trying to learn as much as you can about the individuals who are going to use the system is really helpful … And then beyond that, as you start to think about ethics, there are a lot of activities you can do, just speculation activities that you can do on the couch, so to speak, and think through – what is the worst thing that could happen with the system?” – Carol

“[For AI, I recommend] ‘abusability testing,’ or ‘black mirror episode testing,’ where you’re really thinking through the absolute worst-case scenario because it really helps you to think about the people who could be the most impacted. And particularly people who are marginalized in society, we really want to be careful that we’re not adding to the already bad situations that they’re already facing.” – Carol, on ways to think about the ethical implications of an AI system

“I think people need to be more open to doing slightly slower work […] the move fast and break things time is over. It just, it doesn’t work. Too many people do get hurt, and it’s not a good way to make things. We can make them better, slightly slower.” – Carol

“The four principles of designing ethical AI systems are: accountable to humans, cognizant of speculative risks and benefits, respectful and secure, and honest and usable. And so with these four aspects, we can start to really query the systems and think about different types of protections that we want to provide.” – Carol

“Keep asking tough questions. Have these tough conversations. This is really hard work. It’s very uncomfortable work for a lot of people. They’re just not used to having these types of ethical conversations, but it’s really important that we become more comfortable with them, and keep asking those questions. Because if we’re not asking the questions, no one else may ask them.” – Carol

Links

• Designing Ethical AI Experiences (Agreement and Checklist) (PDF)

 

054 - Jared Spool on Designing Innovative ML/AI and Analytics User Experiences

Jared Spool is arguably the most well-known name in the field of design and user experience. For more than a decade, he has beena witty, powerful voice for why UX is critical to value creation within businesses. Formerly an engineer, Jared started working in UX in 1978, founded UIE (User Interface Engineering) in 1988, and has helped establish the field over the last 30 years. In addition, he advised the US Digital Service / Executive Office of President Obama and in 2016, Jared co-founded the Center Centre, the user experience design school that’s creating a new generation of industry-ready UX designers.

Today however, we turned to the topic of UX in the context of  analytics, ML and AI—and what teams–especially those without trained designers on staff–need to know about creating successful data products.

In our chat, we covered: 

• Jared’s definition of “design”
• The definition of UX outcomes, and who should be responsible for defining and delivering them
• Understanding the “value chain” of user experience and the idea that “everyone” creating the solution is a designer and responsible for UX
• Brian’s take on the current state of data and AI-awareness within the field of UX —and whether Jared agrees with Brian’s perceptions
• Why teams should use visual aids to drive change and innovation, and two tools they can use to execute this 
• The relationship between data literacy and design
• The type of math training Jared thinks is missing in education and why he thinks it should replace calculus in high school -- Examples of how UX design directly addresses privacy and ethical issues with intelligent devices
• Some example actions that leaders who are new to the UX profession can do immediately to start driving more value with data products

Quotes from Today’s Episode

“Center Centre is a school in Chattanooga for creating UX designers, and it's also the name of the professional development business that we've created around it that helps organizations create and exude excellence in terms of making UX design and product services…” - Jared

“The reality is this: on the other side of all that data, there are people. There's the direct people who are interacting with the data directly, interacting with the intelligence interacting with the various elements of what's going on, but at the same time, there's indirect folks. If someone is making decisions based on that intelligence, those decisions affect somebody else's life.” - Jared

“I think something that's missing frequently here is the inability to think beyond the immediate customer who requests a solution.” Brian

“The fact that there are user experience teams anywhere is sort of a new and novel thing. A decade ago, that was very unlikely that you'd go into a business and there’d be a user experience team of any note that had any sort of influence across the business.” - Jared

[At Netflix], we'd probably put the people who work in the basement on [server and network] performance at the opposite side of the chart from the people who work on the user interface or what we consider the user experience of Netflix […] Except at that one moment where someone's watching their favorite film, and that little spinny thing comes up, and the film pauses, and the experience is completely interrupted. And it's interrupted because the latency, and the throughput, and the resilience of the network are coming through to the user interface. And suddenly, that group of people in the basement are the most important UX designers at Netflix.  - Jared

My feeling is, with the exception of perhaps the FANG companies, the idea of designers being required, or part of the equation when we're developing probabilistic solutions that use machine learning etc., well, it's not even part of the conversation with most user experience leaders that I talk to. - Brian

Links

• Center Centre website

053 - Creating (and Debugging) Successful Data Product Teams with Jesse Anderson

In this episode of Experiencing Data, I speak with Jesse Anderson, who is Managing Director of the Big Data Institute and author of a new book

titled, Data Teams: A Unified Management Model for Successful Data-Focused Teams. Jesse opens up about why teams often run into trouble in their efforts to build data products, and what can be done to drive better outcomes. 

In our chat, we covered: 

• Jesse’s concept of debugging teams
• How Jesse defines a data product, how he distinguishes them from software products
• What users care about in useful data products
• Why your tech leads need to be involved with frontline customers, users, and business leaders 
• Brian’s take on Jesse’s definition of a “data team” and the roles involved-especially around two particular disciplines 
• The role that product owners tend to play in highly productive teams
• What conditions lead teams to building the wrong product
• How data teams are challenged to bring together parts of the company that never talk to each other – like business, analytics, and engineering teams
• The differences in how tech companies create software and data products, versus how non-digital natives often go about the process

Quotes from Today’s Episode

“I have a sneaking suspicion that leads and even individual contributors will want to read this book, but it’s more [to provide] suggestions for middle,upper management, and executive management.” – Jesse

“With data engineering, we can’t make v1 and v2 of data products. We actually have to make sure that our data products can be changed and evolve, otherwise we will be constantly shooting ourselves in the foot. And this is where the experience or the difference between a data engineer and software engineer comes into place.” – Jesse

“I think there’s high value in lots of interfacing between the tech leads and whoever the frontline customers are…” – Brian

“In my opinion-and this is what I talked about in some of the chapters-the business should be directly interacting with the data teams.” – Jesse

“[The reason] I advocate so strongly for having skilled product management in [a product design] group is because they need to be shielding teams that are doing implementation from the thrashing that may be going on upstairs.” – Brian

“One of the most difficult things of data teams is actually bringing together parts of the company that never talk to each other.” – Jesse

Links

• Big Data Institute
• Data Teams: A Unified Management Model for Successful Data-Focused Teams 
• Follow Jesse on Twitter
• Connect with Jesse on LinkedIn

 

052 - Reasons Automated Decision Making with Machine Learning Can Fail with James Taylor

In this episode of Experiencing Data, I sat down with James Taylor, the CEO of Decision Management Solutions. This discussion centers around how enterprises build ML-driven software to make decisions faster, more precise, and more consistent-and why this pursuit may fail.

We covered:

• The role that decision management plays in business, especially when making decisions quickly, reliably, consistently, transparently and at scale.
• The concept of the "last mile," and why many companies fail to get their data products across it
• James' take on operationalization of ML models, why Brian dislikes this term
• Why James thinks it is important to distinguish between technology problems and organizational change problems when leveraging ML.
• Why machine learning is not a substitute for hard work.
• What happens when human-centered design is combined with decision management.
• James's book, Digital Decisioning: How to Use Decision Management to Get Business Value from AI, which lays out a methodology for automating decision making.

Quotes from Today's Episode

"If you're a large company, and you have a high volume transaction where it's not immediately obvious what you should do in response to that transaction, then you have to make a decision - quickly, at scale, reliably, consistently, transparently. We specialize in helping people build solutions to that problem." - James 

"Machine learning is not a substitute for hard work, for thinking about the problem, understanding your business, or doing things. It's a way of adding value. It doesn't substitute for things." - James

"One thing that I kind of have a distaste for in the data science space when we're talking about models and deploying models is thinking about 'operationalization' as something that's distinct from the technology-building process." - Brian

"People tend to define an analytical solution, frankly, that will never work because[…] they're solving the wrong problem. Or they build a solution that in theory would work, but they can't get it across the last mile. Our experience is that you can't get it across the last mile if you don't begin by thinking about the last mile." - James 

"When I look at a problem, I'm looking at how I use analytics to make that better. I come in as an analytics person." - James

"We often joke that you have to work backwards. Instead of saying, 'here's my data, here's the analytics I can build from my data […], you have to say, 'what's a better decision look like? How do I make the decision today? What analytics will help me improve that decision?' How do I find the data I need to build those analytics?' Because those are the ones that will actually change my business." - James 

"We talk about [the last mile] a lot ... which is ensuring that when the human beings come in and touch, use, and interface with the systems and interfaces that you've created, that this isthe make or break point-where technology goes to succeed or die." - Brian

Links

• Decision Management Solutions
• Digital Decisioning: How to Use Decision Management to Get Business Value from AI
• James' Personal Blog
• Connect with James on Twitter
• Connect with James on LinkedIn

 

051 - Methods for Designing Ethical, Human-Centered AI with Undock Head of Machine Learning, Chenda Bunkasem

Chenda Bunkasem is head of machine learning at Undock, where she is focusing on using quantitative methods to influence ethical design. In this episode of Experiencing Data, Chenda and I explore her actual methods to designing ethical AI solutions as well as how she works with UX and product teams on ML solutions.

We covered:

• How data teams can actually design ethical ML models, after understanding if ML is the right approach to begin with  
• How Chenda aligns her data science work with the desired UX, so that technical choices are always in support of the product and user instead of “what’s cool”
• An overview of Chenda’s role at Undock, where she works very closely with product and marketing teams, advising them on uses for machine learning 
• How Chenda’s approaches to using AI may change when there are humans in the loop
• What NASA’s Technology Readiness Level (TRL) evaluation is, and how Chenda uses it in her machine learning work 
• What ethical pillars are and how they relate to building AI solutions
• What the Delphi method is and how it relates to creating and user-testing ethical machine learning solutions

Quotes From Today’s Episode 

“There's places where machine learning should be used and places where it doesn't necessarily have to be.” - Chenda

“The more interpretability, the better off you always are.” - Chenda

“The most advanced AI doesn't always have to be implemented. People usually skip past this, and they're looking for the best transformer or the most complex neural network. It's not the case. It’s about whether or not the product sticks and the product works alongside the user to aid whatever their endeavor is, or whatever the purpose of that product is. It can be very minimalist in that sense.” - Chenda 

“First we bring domain experts together, and then we analyze the use case at hand, and whatever goes in the middle — the meat, between that — is usually decided through many iterations after meetings, and then after going out and doing some sort of user testing, or user research, coming back, etc.” - Chenra, explaining the Delphi method. 

“First you're taking answers on someone's ethical pillars or a company's ethical pillars based off of their intuition, and then you're finding how that solution can work in a more engineering or systems-design fashion. “ - Chenda 

“I'm kind of very curious about this area of prototyping, and figuring out how fast can we learn something about what the problem space is, and what is needed, prior to doing too much implementation work that we or the business don't want to rewind and throw out.” - Brian

“There are a lot of data projects that get created that end up not getting used at all.”- Brian

Links

Undock website

Chenda's personal website

Substack

Twitter

Instagram

Connect with Chenda on LinkedIn

 

050 - Ways to Practice Creativity and Foster Innovation When You’re An Analytical Thinker

50 episodes! I can’t believe it. Since it’s somewhat of a milestone for the show, I decided to do another solo round of Experiencing Data, following the positive feedback that I’ve gotten from the last few episodes. Today, I want to help you think about ways to practice creativity when you and your organization are living in an analytical world, creating analytics for a living, and thinking logically and rationally. Why? Because creativity is what leads to innovation, and the sciences says a lot of decision making is not rational. This means we have to tap things besides logical reasoning and data to bring data products to our customers that they will love...and use. (Sorry!)

One of the biggest blockers to creativity is in the organ above your shoulders and between your ears. I frequently encounter highly talented technical professionals  who find creativity to be a foreign thing reserved for people like artists. They don’t think of themselves as being creative, and believe it is an innate talent instead of a skill. If you have ever said, “I don’t have a creative bone in my body,” then this episode is for you.

As with most technical concepts, practicing creativity is a skill most people can develop, and if you can inculcate a mix of thinking approaches into your data product and analytical solution development, you’re more likely to come up with innovative solutions that will delight your  customers. The first thing to realize though is that this isn’t going to be on the test. You can’t score a “92” or a “67” out of 100. There’s no right answer to look up online. When you’re ready to let go of all that, grab your headphones and jump in. I’ll even tell you a story to get going.

 

Links Referenced

Previous podcast with Steve Rader

 

049 - CxO & Digital Transformation Focus: (10) Reasons Users Can’t or Won’t Use Your Team’s ML/AI-Driven Software and Analytics Applications

Join the Free Webinar Related to this Episode

I'm taking questions and going into depth about how to address the challenges in this episode of Experiencing Data on Oct 9, 2020. 30 Mins + Q/A time. Replay will also be available.

Register Now

Welcome back for another solo episode of Experiencing Data. Today, I am primarily focusing on addressing the non-digital natives out there who are trying to use AI/ML in innovative ways, whether  through custom software applications and data products, or as a means to add new forms of predictive intelligence to existing digital experiences.

Many non-digital native companies today tend to approach software as a technical “thing” that needs to get built, and neglect to consider the humans who will actually use it — resulting in a lack of business or organizational value emerging. While my focus will be on the design and user experience aspects that tend to impede adoption and the realization of business value, I will also talk about some organizational blockers related to how intelligent software is created that can also derail a successful digital transformation efforts.

These aren’t the only 10 non-technical reasons an intelligent application or decision support solution might fail, but they are 10 that you can and should be addressing—now—if the success of your technology is dependent on the humans in the loop actually adopting your software, and changing their current behavior.

Links

• Want to address these issues? Learn about my Self-Guided Video Course and Instructor-Led Seminar
• Subscribe to my Free DFA Insights Mailing List: https://designingforanalytics.com/mailing-list/

 

048 - Good vs. Great: (10) Things that Distinguish the Best Leaders of Intelligent Products, Analytics Applications, and Decision Support Tools

Today I’m going solo on Experiencing Data! Over the years, I have worked with a lot of leaders of data-driven software initiatives with all sorts of titles. Today, I decided to focus the podcast episode on what I think makes the top product management and digital/software leaders stand out, particularly in the space of enterprise software, analytics applications, and decision support tools.

This episode is for anyone leading a software application or product initiative that has to produce real value, and not just a technology output of some kind. When I recorded this episode, I largely had “product managers” in mind, but titles can vary significantly. Additionally, this episode focuses on my perspective as a product/UX design consultant and advisor, focusing specifically at the traits associated with these leaders’ ability to produce valuable, innovative solutions customers need and want. A large part of being a successful software leader also involves managing teams and other departments that aren’t directly a part of the product strategy and design/creation process, however I did not go deep into these aspects today. As a disclaimer, my ideas are not based on research. They’re just my opinions. Some of the topics I covered include:

• The role of skepticism
• The misunderstanding of what it means to be a “PM”
• The way top software leaders collaborate with UX professionals, designers, and engineering/tech leads
• How top leaders treat UX when building customer-focused technology
• How top product management leaders define success and make a strategy design-actionable
• The ways in which great PMs enable empathy in their teams and evangelize meaningful user research
• The output vs. outcome mindset