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BYO consulting uses design + technology to
help our clients make the world a better place
I’m Yasmin. I founded and run BYO.
Areas of Expertise
   General Government and Public Policy; Veterans Services; Education; Libraries;
   Technology + Governance; Press and Politics; Community Building and Organizing;
   Civic Engagement

Capabilities
   Research and Strategy Development; User Analysis; Conceptual Product Design;
   Social Innovation + Entrepreneurship; Business Development; Process Improvement;
   Services Design

Education
   MPP, Harvard Kennedy School of Government
   B.A in Government, Cornell University




                             Prepared by BYO consulting LLC 2011               1
We solve public problems through digital innovation.
BYO was chosen to lead this project because of our strong background in government
technology and our focus on solving public problems through human-centered digital
strategy and design.

We focus on the user.
Working across the government and non-profit sectors, we help our clients leverage social
technology for the greater good by understanding their audiences and crafting impactful
digital strategies, products and services that meet their needs.

We understand government and social change.
We have deep expertise in government and social sectors, and our clients span a variety of
sectors; from arts administration to aerospace, the media to the military, and architectural
design to education reform – we speak our clients language. We understand their
motivations. We feel their challenges. And we take great delight in crafting innovative
solutions that solve their problems in meaningful and engaging ways.



                                 Prepared by BYO consulting LLC 2011                   2
We design strategies and products…
  •   Digital Technology Product Requirements
  •   Public Services
  •   Social Media Engagement
  •   Training and Curriculum
  •   Web Development
  •   Graphic Design

…using human-centered research and design techniques:
  •   Interviews
  •   Field Observations
  •   Focus Groups
  •   Surveys
  •   Design Charrettes
  •   Ideation Sessions and Workshops
  •   Desktop Studies
  •   Literature Reviews
  •   Quantitative // Qualitative Data Analysis

                                                                 3
                           Prepared by BYO consulting LLC 2011
We have some awesome clients and partners:




                 Prepared by BYO consulting LLC 2011   4
MA Veteran and Family Portal
Human-Centered Digital Service Design
BYO consulting Case Study

                            Prepared by BYO consulting LLC 2011   5
Project Goal: design the requirements for a portal that
improves the online lives of veterans and their families.

Project Sponsors: Massachusetts Broadband Institute (MBI),
MA Department of Veteran’s Services, and the Homebase
Program

Design Timeline: January – August 2011

Website Launch: May 2012




                       Prepared by BYO consulting LLC 2011   6
We use a human-centered model
                        to design our strategies
 We believe that the most effective products and services are those that tap into the needs, desires,
 behaviors, and motivations of their intended audience.
 However, in the government / social sector, the funding, policy and political ecosystem,
 organizational constraints, and project capacities are all important factors to include in the analysis.



                                                                                         What are the
  How can we leverage the                       Eco-System                      political, policy, managerial
expertise and resources from                                                    and legal contexts in which
 the organization to support                                                    our efforts take place? What
        this project?                         Organizations
                                                                                 is the context within which
  What are our funding and                                                            we are operating?
 sustainability constraints?

                                                 Products
                                                                                    How can we ensure that
                                                                                     the project meets our
 What do your stakeholders                                                          intended organizational
 care about? What are their                                                        goals while engaging our
                                                  People
  motivations? How can we                                                                  audience?
innovate while meeting their
           needs?
Our design process started with participatory
   ideation and ended with focused user input
HOW IT WORKS - We start by collecting data and running ideation sessions with stakeholders to
 develop a large solution set. Then we test those potential solutions with our core users through
design charrettes, site visits, and focus groups to refine and select the most meaningful solution.

      Project Kick-off



         Discovery                                                                    Discovery:
                                                                                      desktop studies,
                                                                                      user surveys,
                                                                                      and expert
                                                                                      interviews
        Refinement

                                                                                 Refinement: design
                                                                                 charrettes, site
                                                                                 visits, focus groups




      Design Sign-off                                                  Most meaningful solution    8


                                 Prepared by BYO consulting LLC 2011
VA Portal Design Tasks and Timeline:
1. Project Kick-off (Jan)
1.1. Project Management Structure
1.2. Confirm Methodology
1.3. Organizational/Stakeholder Analysis
2. Discovery (Feb – March)
2.1. Inventory of Veterans Websites
2.2. Desktop Study
2.3. Expert Interviews (veteran’s community + gov/tech community)
2.4 User Surveys
3. Refinement (March – June)
3.1. Design Charrette
3.2. Needs Assessment (focus group)
4. Design Sign-off (June – July)
4.1. Development of Final Requirements


Project Kick-off        Discovery                                 Refinement                Design Sign-off

 Jan               Fe               March                Apri                  May   June             July
                   b                                     l 2011                                          9
                                            Prepared by BYO consulting LLC 2011
Prepared by BYO consulting LLC 2011   10
There are many resources and supports
             available for veterans:
    Food, Women’s Issues, Legal Service, Healthcare + Mental
        Healthcare, Recreation, Housing, Financial and Tax
                      Services, Educational
 Credits, Employment, Transportation, Faith, MA Dept of Veterans
Services, Veterans Administration, Department of Health and Human
                   Services, VA Hospitals, etc...

   However, the eligibility and application
  process can be prohibitively complicated.



                        Prepared by BYO consulting LLC 2011   11
“Tell us what we need to know; don’t make
us look through complicated information that
doesn’t apply to us.”

                   Prepared by BYO consulting LLC 2011   12
Prepared by BYO consulting LLC 2011   13
Furthermore, veterans and their family
members use the web, and are used to
 the clarity of commercial websites.

They want to be able to get everything
        done easily online.



             Prepared by BYO consulting LLC 2011   14
“Zappos knows what I want…why don’t you?




                    Prepared by BYO consulting LLC 2011   15
While we can give veterans more clarity,
 we are unable to build a transactional
  system as an external organization.




              Prepared by BYO consulting LLC 2011   16
Our organizational analysis showed us that we
were limited to working at the 1st and 2nd stages of
development:

STAGE OF DEVELOPMENT                             REQUIREMENTS
1. Presence                                      Simple posting of information
2. Interaction (i.e. “2.0”)                      Turning words into data
3. Transaction (aspirational goal)               Authority over dispensing benefits




                              Prepared by BYO consulting LLC 2011                 17
Even though younger users reported
 that their primary method of obtaining
information about resources is through
             other veterans…




              Prepared by BYO consulting LLC 2011   18
“We helped each other in combat, and we help
each other at home.”


                  Prepared by BYO consulting LLC 2011   19
…the majority of veterans in
Massachusetts are elderly.




        Prepared by BYO consulting LLC 2011   20
70000
                              There are 400k+ veterans in Massachusetts, the majority of
                                                    whom are >50
                     60000


                     50000
Number of Veterans




                     40000


                     30000


                     20000


                     10000


                         0
                             20   25   30   35     40     45     50     55      60     65   70   75   80   85   90
                                                               Age of Veteran

                                                 Prepared by BYO consulting LLC 2011                             21
The portal will untangle the benefits and services process for
veterans, creating a “TurboTax” for veterans benefits and
services, giving them easy access to the critical information
they need and deserve.

                        Prepared by BYO consulting LLC 2011   22
How accessing information about benefits and
               services online will change:
                                      FROM:                                             TO:

   empty jargon                                                                         plain english
    a generic experience based in static text                                           a personalized online experience that
               from pamphlets and websites                                              responds to the unique needs of individuals

point of entry = info about the benefit/service                                         point of entry = information about the veteran
                                                                                        or family member


                   quantity                                                             quality
even though a veteran might only be eligible                                            veterans will only be presented with specific
          for a small number of benefits and                                            benefits and services that are relevant to
services, they still have to comb through the                                           them and for which they are eligible
                               1000s that exist



         uncertainty                                                                    confidence
   veterans are unsure if they are eligible for                                         veterans will feel confident that the
           the benefits they are interested in                                          recommendations they receive are targeted
                                                                                        and robust



                    reliance                                                            independence
veterans often rely on others to recommend                                              veterans will be able to quickly and simply
    services because the benefits research                                              navigate a site and help others do the same
                       process is exhausting      Prepared by BYO consulting LLC 2011
                                                                                                                                23
The features.
 1                                     2                                        3

Input Information:                   Receive Recommendations: Rate Quality:

Unlike traditional search            As the veteran // family member         Although veterans expressed an
functions that utilize category or   completes the diagnostic                interest in working together, they
keyword searches, the Portal will    questionnaire, the user will be         already use a number of popular
guide users through a diagnostic     presented with recommended              social networking sites.
process. By asking questions in      services along with concrete            Accordingly, on our site veterans
simple language about their          steps to take to access those           will be able to:
current condition, the Portal will   benefits. Finally, the user will be      1) leave comments on services
map to all relevant benefits and     able to save, print or email the        and benefits
services for which they are          list and associated                      2) “like” a benefit or service.
eligible, leaving out those which    documentation.                          These ratings will be visible to all
are irrelevant for the user.                                                 users of the site, giving them the
                                                                             opportunity to help their peers
                                                                             without developing yet another
                                                                             social networking site.

  The Portal be based on a new database of Federal and Massachusetts veterans’ programs
  and benefits, communicated through a simple and intuitive user interface, effortlessly
  guiding veterans to the specific information they need and deserve.

                                                                                                             24
                                       Prepared by BYO consulting LLC 2011
The features.
 1                                     2                                        3

Input Information:                   Receive Recommendations: Rate Quality:

Unlike traditional search            As the veteran // family member         Although veterans expressed an
functions that utilize category or   completes the diagnostic                interest in working together, they
keyword searches, the Portal will    questionnaire, the user will be         already use a number of popular
guide users through a diagnostic     presented with recommended              social networking sites.
process. By asking questions in      services along with concrete            Accordingly, on our site veterans
simple language about their          steps to take to access those           will be able to:
current condition, the Portal will   benefits. Finally, the user will be      1) leave comments on services
map to all relevant benefits and     able to save, print or email the        and benefits
services for which they are          list and associated                      2) “like” a benefit or service.
eligible, leaving out those which    documentation.                          These ratings will be visible to all
are irrelevant for the user.                                                 users of the site, giving them the
                                                                             opportunity to help their peers
                                                                             without developing yet another
                                                                             social networking site.

  The Portal be based on a new database of Federal and Massachusetts veterans’ programs
  and benefits, communicated through a simple and intuitive user interface, effortlessly
  guiding veterans to the specific information they need and deserve.

                                                                                                             25
                                       Prepared by BYO consulting LLC 2011
The features.
 1                                     2                                        3

Input Information:                   Receive Recommendations: Rate Quality:

Unlike traditional search            As the veteran // family member         Although veterans expressed an
functions that utilize category or   completes the diagnostic                interest in working together, they
keyword searches, the Portal will    questionnaire, the user will be         already use a number of popular
guide users through a diagnostic     presented with recommended              social networking sites.
process. By asking questions in      services along with concrete            Accordingly, on our site veterans
simple language about their          steps to take to access those           will be able to:
current condition, the Portal will   benefits. Finally, the user will be      1) leave comments on services
map to all relevant benefits and     able to save, print or email the        and benefits
services for which they are          list and associated                      2) “like” a benefit or service.
eligible, leaving out those which    documentation.                          These ratings will be visible to all
are irrelevant for the user.                                                 users of the site, giving them the
                                                                             opportunity to help their peers
                                                                             without developing yet another
                                                                             social networking site.

  The Portal be based on a new database of Federal and Massachusetts veterans’ programs
  and benefits, communicated through a simple and intuitive user interface, effortlessly
  guiding veterans to the specific information they need and deserve.

                                                                                                             26
                                       Prepared by BYO consulting LLC 2011
The features.
 1                                     2                                        3

Input Information:                   Receive Recommendations: Rate Quality:

Unlike traditional search            As the veteran // family member         Although veterans expressed an
functions that utilize category or   completes the diagnostic                interest in working together, they
keyword searches, the Portal will    questionnaire, the user will be         already use a number of popular
guide users through a diagnostic     presented with recommended              social networking sites.
process. By asking questions in      services along with concrete            Accordingly, on our site veterans
simple language about their          steps to take to access those           will be able to:
current condition, the Portal will   benefits. Finally, the user will be      1) leave comments on services
map to all relevant benefits and     able to save, print or email the        and benefits
services for which they are          list and associated                      2) “like” a benefit or service.
eligible, leaving out those which    documentation.                          These ratings will be visible to all
are irrelevant for the user.                                                 users of the site, giving them the
                                                                             opportunity to help their peers
                                                                             without developing yet another
                                                                             social networking site.

  The Portal be based on a new database of Federal and Massachusetts veterans’ programs
  and benefits, communicated through a simple and intuitive user interface, effortlessly
  guiding veterans to the specific information they need and deserve.

                                                                                                             27
                                       Prepared by BYO consulting LLC 2011
What we got rid of.
• Include social elements, including but not limited to photo and
  video sharing, social
  networking, commenting, rating, tagging, forums, etc.

• Calendar functions.

• Community announcements.

• Connect with external social networking sites
  (facebook, twitter, etc).




                                                                    28
                          Prepared by BYO consulting LLC 2011

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20121112 ma veterans portal design process class

  • 1. BYO consulting uses design + technology to help our clients make the world a better place
  • 2. I’m Yasmin. I founded and run BYO. Areas of Expertise General Government and Public Policy; Veterans Services; Education; Libraries; Technology + Governance; Press and Politics; Community Building and Organizing; Civic Engagement Capabilities Research and Strategy Development; User Analysis; Conceptual Product Design; Social Innovation + Entrepreneurship; Business Development; Process Improvement; Services Design Education MPP, Harvard Kennedy School of Government B.A in Government, Cornell University Prepared by BYO consulting LLC 2011 1
  • 3. We solve public problems through digital innovation. BYO was chosen to lead this project because of our strong background in government technology and our focus on solving public problems through human-centered digital strategy and design. We focus on the user. Working across the government and non-profit sectors, we help our clients leverage social technology for the greater good by understanding their audiences and crafting impactful digital strategies, products and services that meet their needs. We understand government and social change. We have deep expertise in government and social sectors, and our clients span a variety of sectors; from arts administration to aerospace, the media to the military, and architectural design to education reform – we speak our clients language. We understand their motivations. We feel their challenges. And we take great delight in crafting innovative solutions that solve their problems in meaningful and engaging ways. Prepared by BYO consulting LLC 2011 2
  • 4. We design strategies and products… • Digital Technology Product Requirements • Public Services • Social Media Engagement • Training and Curriculum • Web Development • Graphic Design …using human-centered research and design techniques: • Interviews • Field Observations • Focus Groups • Surveys • Design Charrettes • Ideation Sessions and Workshops • Desktop Studies • Literature Reviews • Quantitative // Qualitative Data Analysis 3 Prepared by BYO consulting LLC 2011
  • 5. We have some awesome clients and partners: Prepared by BYO consulting LLC 2011 4
  • 6. MA Veteran and Family Portal Human-Centered Digital Service Design BYO consulting Case Study Prepared by BYO consulting LLC 2011 5
  • 7. Project Goal: design the requirements for a portal that improves the online lives of veterans and their families. Project Sponsors: Massachusetts Broadband Institute (MBI), MA Department of Veteran’s Services, and the Homebase Program Design Timeline: January – August 2011 Website Launch: May 2012 Prepared by BYO consulting LLC 2011 6
  • 8. We use a human-centered model to design our strategies We believe that the most effective products and services are those that tap into the needs, desires, behaviors, and motivations of their intended audience. However, in the government / social sector, the funding, policy and political ecosystem, organizational constraints, and project capacities are all important factors to include in the analysis. What are the How can we leverage the Eco-System political, policy, managerial expertise and resources from and legal contexts in which the organization to support our efforts take place? What this project? Organizations is the context within which What are our funding and we are operating? sustainability constraints? Products How can we ensure that the project meets our What do your stakeholders intended organizational care about? What are their goals while engaging our People motivations? How can we audience? innovate while meeting their needs?
  • 9. Our design process started with participatory ideation and ended with focused user input HOW IT WORKS - We start by collecting data and running ideation sessions with stakeholders to develop a large solution set. Then we test those potential solutions with our core users through design charrettes, site visits, and focus groups to refine and select the most meaningful solution. Project Kick-off Discovery Discovery: desktop studies, user surveys, and expert interviews Refinement Refinement: design charrettes, site visits, focus groups Design Sign-off Most meaningful solution 8 Prepared by BYO consulting LLC 2011
  • 10. VA Portal Design Tasks and Timeline: 1. Project Kick-off (Jan) 1.1. Project Management Structure 1.2. Confirm Methodology 1.3. Organizational/Stakeholder Analysis 2. Discovery (Feb – March) 2.1. Inventory of Veterans Websites 2.2. Desktop Study 2.3. Expert Interviews (veteran’s community + gov/tech community) 2.4 User Surveys 3. Refinement (March – June) 3.1. Design Charrette 3.2. Needs Assessment (focus group) 4. Design Sign-off (June – July) 4.1. Development of Final Requirements Project Kick-off Discovery Refinement Design Sign-off Jan Fe March Apri May June July b l 2011 9 Prepared by BYO consulting LLC 2011
  • 11. Prepared by BYO consulting LLC 2011 10
  • 12. There are many resources and supports available for veterans: Food, Women’s Issues, Legal Service, Healthcare + Mental Healthcare, Recreation, Housing, Financial and Tax Services, Educational Credits, Employment, Transportation, Faith, MA Dept of Veterans Services, Veterans Administration, Department of Health and Human Services, VA Hospitals, etc... However, the eligibility and application process can be prohibitively complicated. Prepared by BYO consulting LLC 2011 11
  • 13. “Tell us what we need to know; don’t make us look through complicated information that doesn’t apply to us.” Prepared by BYO consulting LLC 2011 12
  • 14. Prepared by BYO consulting LLC 2011 13
  • 15. Furthermore, veterans and their family members use the web, and are used to the clarity of commercial websites. They want to be able to get everything done easily online. Prepared by BYO consulting LLC 2011 14
  • 16. “Zappos knows what I want…why don’t you? Prepared by BYO consulting LLC 2011 15
  • 17. While we can give veterans more clarity, we are unable to build a transactional system as an external organization. Prepared by BYO consulting LLC 2011 16
  • 18. Our organizational analysis showed us that we were limited to working at the 1st and 2nd stages of development: STAGE OF DEVELOPMENT REQUIREMENTS 1. Presence Simple posting of information 2. Interaction (i.e. “2.0”) Turning words into data 3. Transaction (aspirational goal) Authority over dispensing benefits Prepared by BYO consulting LLC 2011 17
  • 19. Even though younger users reported that their primary method of obtaining information about resources is through other veterans… Prepared by BYO consulting LLC 2011 18
  • 20. “We helped each other in combat, and we help each other at home.” Prepared by BYO consulting LLC 2011 19
  • 21. …the majority of veterans in Massachusetts are elderly. Prepared by BYO consulting LLC 2011 20
  • 22. 70000 There are 400k+ veterans in Massachusetts, the majority of whom are >50 60000 50000 Number of Veterans 40000 30000 20000 10000 0 20 25 30 35 40 45 50 55 60 65 70 75 80 85 90 Age of Veteran Prepared by BYO consulting LLC 2011 21
  • 23. The portal will untangle the benefits and services process for veterans, creating a “TurboTax” for veterans benefits and services, giving them easy access to the critical information they need and deserve. Prepared by BYO consulting LLC 2011 22
  • 24. How accessing information about benefits and services online will change: FROM: TO: empty jargon plain english a generic experience based in static text a personalized online experience that from pamphlets and websites responds to the unique needs of individuals point of entry = info about the benefit/service point of entry = information about the veteran or family member quantity quality even though a veteran might only be eligible veterans will only be presented with specific for a small number of benefits and benefits and services that are relevant to services, they still have to comb through the them and for which they are eligible 1000s that exist uncertainty confidence veterans are unsure if they are eligible for veterans will feel confident that the the benefits they are interested in recommendations they receive are targeted and robust reliance independence veterans often rely on others to recommend veterans will be able to quickly and simply services because the benefits research navigate a site and help others do the same process is exhausting Prepared by BYO consulting LLC 2011 23
  • 25. The features. 1 2 3 Input Information: Receive Recommendations: Rate Quality: Unlike traditional search As the veteran // family member Although veterans expressed an functions that utilize category or completes the diagnostic interest in working together, they keyword searches, the Portal will questionnaire, the user will be already use a number of popular guide users through a diagnostic presented with recommended social networking sites. process. By asking questions in services along with concrete Accordingly, on our site veterans simple language about their steps to take to access those will be able to: current condition, the Portal will benefits. Finally, the user will be 1) leave comments on services map to all relevant benefits and able to save, print or email the and benefits services for which they are list and associated 2) “like” a benefit or service. eligible, leaving out those which documentation. These ratings will be visible to all are irrelevant for the user. users of the site, giving them the opportunity to help their peers without developing yet another social networking site. The Portal be based on a new database of Federal and Massachusetts veterans’ programs and benefits, communicated through a simple and intuitive user interface, effortlessly guiding veterans to the specific information they need and deserve. 24 Prepared by BYO consulting LLC 2011
  • 26. The features. 1 2 3 Input Information: Receive Recommendations: Rate Quality: Unlike traditional search As the veteran // family member Although veterans expressed an functions that utilize category or completes the diagnostic interest in working together, they keyword searches, the Portal will questionnaire, the user will be already use a number of popular guide users through a diagnostic presented with recommended social networking sites. process. By asking questions in services along with concrete Accordingly, on our site veterans simple language about their steps to take to access those will be able to: current condition, the Portal will benefits. Finally, the user will be 1) leave comments on services map to all relevant benefits and able to save, print or email the and benefits services for which they are list and associated 2) “like” a benefit or service. eligible, leaving out those which documentation. These ratings will be visible to all are irrelevant for the user. users of the site, giving them the opportunity to help their peers without developing yet another social networking site. The Portal be based on a new database of Federal and Massachusetts veterans’ programs and benefits, communicated through a simple and intuitive user interface, effortlessly guiding veterans to the specific information they need and deserve. 25 Prepared by BYO consulting LLC 2011
  • 27. The features. 1 2 3 Input Information: Receive Recommendations: Rate Quality: Unlike traditional search As the veteran // family member Although veterans expressed an functions that utilize category or completes the diagnostic interest in working together, they keyword searches, the Portal will questionnaire, the user will be already use a number of popular guide users through a diagnostic presented with recommended social networking sites. process. By asking questions in services along with concrete Accordingly, on our site veterans simple language about their steps to take to access those will be able to: current condition, the Portal will benefits. Finally, the user will be 1) leave comments on services map to all relevant benefits and able to save, print or email the and benefits services for which they are list and associated 2) “like” a benefit or service. eligible, leaving out those which documentation. These ratings will be visible to all are irrelevant for the user. users of the site, giving them the opportunity to help their peers without developing yet another social networking site. The Portal be based on a new database of Federal and Massachusetts veterans’ programs and benefits, communicated through a simple and intuitive user interface, effortlessly guiding veterans to the specific information they need and deserve. 26 Prepared by BYO consulting LLC 2011
  • 28. The features. 1 2 3 Input Information: Receive Recommendations: Rate Quality: Unlike traditional search As the veteran // family member Although veterans expressed an functions that utilize category or completes the diagnostic interest in working together, they keyword searches, the Portal will questionnaire, the user will be already use a number of popular guide users through a diagnostic presented with recommended social networking sites. process. By asking questions in services along with concrete Accordingly, on our site veterans simple language about their steps to take to access those will be able to: current condition, the Portal will benefits. Finally, the user will be 1) leave comments on services map to all relevant benefits and able to save, print or email the and benefits services for which they are list and associated 2) “like” a benefit or service. eligible, leaving out those which documentation. These ratings will be visible to all are irrelevant for the user. users of the site, giving them the opportunity to help their peers without developing yet another social networking site. The Portal be based on a new database of Federal and Massachusetts veterans’ programs and benefits, communicated through a simple and intuitive user interface, effortlessly guiding veterans to the specific information they need and deserve. 27 Prepared by BYO consulting LLC 2011
  • 29. What we got rid of. • Include social elements, including but not limited to photo and video sharing, social networking, commenting, rating, tagging, forums, etc. • Calendar functions. • Community announcements. • Connect with external social networking sites (facebook, twitter, etc). 28 Prepared by BYO consulting LLC 2011