I was recently in Toronto to speak at OCAD (Yes, we were in this awesome building) as part of the Unfinished Business lecture series. My talk looked at the notion of culture and it’s importance for user research, and design.

Culture is everywhere we look, and (perhaps more importantly) everywhere we don’t look. It informs our work, our purchases, our usage, our expectations, our comfort, and our communications. In this presentation, Steve will explore the ways we can experience, observe, and understand diverse cultures to foster successful collaborations, usable products, and desirable experiences.

Slides

Audio

I’ve split out the presentation itself from the Q&A, which was fun, challenging, and filled with big-picture type questions.

Presentation (1 hour, including a quick intro by host Michael Dila):

Q&A (40 minutes):

To download the presentation audio Right-Click and Save As… (Windows) or Ctrl-Click (Mac). For the Q&A audio, Right-Click and Save As… (Windows) or Ctrl-Click (Mac)

Note: In the talk (and the Q&A) I refer to my interactions article, Persona Non Grata. You can find that article here.

• [from steve_portigal] Armies of Expensive Lawyers, Replaced by Cheaper Software [HeraldTribune.com] – [Spin in this article is that using computers to manage super-human levels of complex data will have employment consequences.] When five television studios became entangled in a Justice Department antitrust lawsuit against CBS, the cost was immense. As part of the obscure task of “discovery” ­ providing documents relevant to a lawsuit ­ the studios examined six million documents at a cost of more than $2.2 million, much of it to pay for lawyers and paralegals who worked for months. But that was in 1978. Now, thanks to advances in artificial intelligence, “e-discovery” software can analyze documents in a fraction of the time and cost. In January, Blackstone Discovery of Palo Alto, CA., helped analyze 1.5 million documents for less than $100,000. Some programs can extract relevant concepts ­ like documents relevant to social protest in the Middle East ­ even in the absence of specific terms, and deduce patterns of behavior that would have eluded lawyers examining millions of documents.
• [from steve_portigal] PG&E launches huge paper chase for pipeline data [SF Chronicle] – [You think you have a lot of data to process? Obviously their record-keeping incompetence is just now being surfaced and they have taken on a data task that is beyond human scale. We can create systems that we can't manage!] For the past couple of days, forklifts have been carting pallets loaded with 30 boxes each into 3 warehouses outside the 70-year-old Cow Palace arena in Daly City. Friday afternoon, there were still more than 100 pallets stacked outside the warehouses waiting to go in. "There are 100,000 boxes in there, and you can't believe the papers spread everywhere," one PG&E employee said …"There are records in there going back to the 1920s. "We're looking at all kinds of parameters, and our data validation efforts are going on throughout the service area,…We're doing a 24-7 records search involving at least 300 employees and contractors, and we're working to confirm the quality of our data through collecting and validating our gas transmission pipeline records."
• [from steve_portigal] Hong Kong, 2011 [Flickr] – [My pictures from our recent trip to Hong Kong for the UXHK Conference]
• [from steve_portigal] Understanding Culture, User Research and Design with Steve Portigal – [Reserve your tickets now for either Toronto event: a lecture on March 8 and a workshop on March 9. The lecture will focus on culture, insights, and design while the workshop will be a hands-on opportunity to practice synthesizing user research data into opportunities and concepts. Hope to see you there!]

• [from steve_portigal] User-Led Innovation Can’t Create Breakthroughs; Just Ask Apple and Ikea [Co.Design] – [This old saw again! As if user insights and strong vision are incompatible? Shame on FastCo for this hyperbolic crap.] We asked friends on the Apple design team about user-centric design. “It’s all bullshit and hot air created to sell consulting projects and give insecure managers a false sense of security. We don't waste our time asking users, we build our brand through creating great products we believe people will love." IKEA designers don’t use user studies or user insights to create their products. “We tried and it didn’t work..”Of course, neither will say this publicly since both are extremely closed companies and would risk offending users (and the design community) by speaking out against user-centeredness. Since no one will speak up, the false value of the user-as-leader has spread. The best brands are guided by a clear vision for the world, a unique set of values, and a culture that makes them truly unique and that no user insights could ever change.

A relative newcomer to the Bay Area, I decided it was mandatory to attend MacWorld. I was not as much on the look-out for the latest whiz-bang technological innovations, as I was interested in where small-scale entrepreneurs were putting their energy. Where are people are going with this whole iThing?

Focus was squarely on the iPad and iPhone, with Macs getting little attention. They chould call it iWorld. Let’s go mobile!

The now-iconic iPad billboards always made me laugh because I thought, “No one sits like that!”

But I was wrong. This guy does!

Of all the many, many (many) stands and cases at the show, the product he’s demonstrating, PadPivot, was actually among the most inventive, folding up into a tight little package. It’s a versatile combo stand/lapstand/pivot that can help you orient the iPad to an angle that is comfortable to use no matter where, or how, you’re sitting. Bonus points for not having an “i” in their product name. Of all the wonders that the iPad has unleashed, it possible that one of them is an altogether new way to sit?

iFusion must think that we have very short memories. This iPhone docking-station that strongly resembles an old-school phone is being marketed as “revolutionary.” Useful? Yes. A good idea? Probably. But revolutionary? Complete with “i.”

Your wife is tired of kicking and nudging you when you snore.This app will now do it for her.

Act quickly! iGrill is perfect for the big game, enabling you to check out various SuperBowl-related marketing gimmicks, watch highlight videos and keep tabs on the turkey, which is, against all logic, talking to your grill and your iPad. It took the spokesman a while to explain the concept to an interested couple, who nodded agreeably. iTurkey?

With the TVHat you can enjoy “adult entertainment” whenever you want, and your friends, colleagues and wife will be none-the-wiser. Careful with your hands though – they are not covered by the privacy shield. It’s worth checking out the flyer they were distributing, which is remarkable for the both implications of the photos and the fearless copy (“Privacy and watching what you want where you want is a basic right! Enjoy adult content anywhere.”). The TVHat has been around; curious why they chose to market it for it’s adult-entertainment-enjoying potential at this particular event. Are they in possession of some revealing market research data on MacWorld attendees?

This man and his friends had the most “Off Tha Chain” idea at MacWorld, though they weren’t eligible for a statuette claiming such a prize as they were handing out flyers and marketing their incredible product unsanctioned. The kits they promote through their Dallas-based company Digital Trend Setters turn your iPad/iPhone around to face the world. With flair. The group was proudly broadcasting their favorite music videos and personal graffiti-esque art. While everyone else in the hall had the devices turned onto themselves, using them to create and enchance their own personal world, these guys literally turned it around.

I saw a lot of good, bad and ugly in my spin around MacWorld, but running into this crew at the end rendered the rest of what the show offered rather drab and dull by comparison. Their relatively simple, low-tech spin on the technology really is revolutionary. It may not be for everyone, but for some, it can fundamentally change motivations for purchasing, as well as the way the product is used and perceived. In their own words, here’s what Digital Trendsetters is all about:

This group of highly-motivated individuals insist on working together to inspire the world through creative works of art and talent using the latest high-tech gadgets as part of fashion. Our main objective is to offer outstanding ideas and styles to secure cell phones, iPods, and other mobile devices while on the go. The skills we have obtained are utilized through these devices to show, express, or promote media as an inexpensive way to create awareness. Our mission is to constantly be innovative & expand our products into different markets to create a cycle for generations to follow. The products we sell provide the best marketing solution for promotional use & enjoyable moments during events, ad campaigns, workouts, and performances as a fashionable idea.

And all with nary an “i.” Rock on!

Check out the end of Steve’s post from last year’s SXSW festival, Cutting through Clutter at SXSW for another iPad-wearing observation!

• [from julienorvaisas] Japan’s Smokestacks Draw Industrial-Strength Sightseers [WSJ.com] – [This sub-culture is exerting economic influence. I'm looking for the American equivalent.] What started as a fringe subculture known as kojo moe, or "factory infatuation," is beginning to gain wider appeal in Japan, turning industrial zones into unlikely tourist attractions. It's the Japanese equivalent of going sightseeing at industrial stretches along the New Jersey Turnpike. Unlike the tourists who visit the factories of Toyota Motor Corp. and other Japanese manufacturers, the kojo moe crowd has little interest in the inner workings of the plants. They get excited by the maze of intricate piping around the exterior of a steel plant or the cylindrical smokestacks sending up steam. [A book on the topic] lists 19 questions to test one's kojo moe credentials, including "Do you like Blade Runner?" and "Can you stare at a factory you like all day long?" Now, industrial regions across Japan are working to create factory sightseeing tours.
• [from steve_portigal] Stop Blaming Your Culture [Strategy + Business] – [A must-read. This could become the article on the topic, a companion to Porter's classic What is Strategy? REad it and pass it along.] Fortunately, there is an effective, accessible way to deal with cultural challenges. Don’t blame your culture; use it purposefully. View it as an asset: a source of energy, pride, and motivation. Learn to work with it and within it. Discern the elements of the culture that are congruent with your strategy. Figure out which of the old constructive behaviors embedded in your culture can be applied to accelerate the changes that you want. Find ways to counterbalance and diminish other elements of the culture that hinder you. In this way, you can initiate, accelerate, and sustain truly beneficial change — with far less effort, time, and expense, and with better results, than many executives expect.
• [from steve_portigal] Steve Portigal to write book on interviewing users [Rosenfeld Media] – Interviewing users is fundamental to user experience work but, as Steve Portigal cautions, we tend to take it for granted. Because it's based on talking and listening, skills we think we have, we often wing it. Sadly, we miss out on many of the wonderful opportunities our interviews should reveal. So we're thrilled that Steve, who's contributed regular columns to interactions and Core77, has signed on to write a new Rosenfeld Media book, The Art and Craft of User Research Interviewing, to help UX practitioners really succeed with interviewing. Steve's book will focus on helping practitioners to better understand users' perspectives, and to rely upon rapport as the main ingredient in successful user interviews.
• [from steve_portigal] Intel Teams with will.i.am, Black Eyed Peas Front Man [Intel] – [Is there a nomenclature convention emerging? If your corporate title is surrounded by quote marks, you may not receive the same HR benefits as others. Although it looks like he's got a badge? See you at Friday's Beer Bust!] He’s best known for being a multi-platinum music artist, producer and front man for The Black Eyed Peas, but will.i.am is also an innovator, technology fan, entrepreneur and philanthropist. With today’s announcement at the Anaheim Convention Center, the seven-time Grammy winner has added another title to his multi-faceted resume: “director of creative innovation.” As an extension of his insatiable fascination with technology, which plays a significant role in his professional and personal lives, will.i.am will engage in a multi-year, hands-on creative and technology collaboration with Intel Corporation. He already sports an Intel ID badge, which he proudly showed off at a news conference in Anaheim, where Intel is holding an internal sales and marketing conference.

I’m very excited to have been invited to speak at Lift11 (with the tagline “What can the future do for you?). My talk is titled Discover and act on insights about people. I was interviewed by Nicolas Nova about our approach to understanding people in order to drive innovation.

I’ve got one free registration to share with a reader here.
If you think you might be in Geneva in early February (the conference runs Feb 2-4), let me know you’re interested via the comments.

Hope to see you there!

• [from steve_portigal] Steve Portigal on "Discovering and acting on new insights about how people innovate" [Lift11 Conference] – [Nicolas Nova interviews me in advance of my presentation at Lift11 in Geneva in February. Thrilled to be part of it!] Q: I am always fascinated by people's creativity and their tendency to find solutions for their own needs. Is this something you A: I think the phrase “their own needs” is a crucial part of your question. Often we are asked to study people where we’ve been given a basic hypothesis of what people’s problems are, or even what the solution is going to be. Often what we end bringing back is some perspective about where our client’s products and services fit – or don’t – into people’s lives. Our clients are trying to innovate in spaces where people aren’t paying much attention, and while that’s challenging, it does help focus the problem a great deal! I’m continually fascinated by two different archetypes with people’s own solutions: the first is a massive tolerance for a non-optimized situations..The second archetype is a massive investment for a customized solution.

• [from steve_portigal] Lessons Learned in 10 Years on the Tech Beat [NYTimes.com] – [David Pogue with an insightful summary of consumer technology: adoption, production, integration. Read the whole piece!] Things Don’t Replace Things; They Just Splinter. I can’t tell you how exhausting it is to keep hearing pundits say that some product is the “iPhone killer” or the “Kindle killer.”TV was supposed to kill radio. The DVD was supposed to kill the Cineplex. Instant coffee was supposed to replace fresh-brewed. But here’s the thing: it never happens. There will be both iPhones and Android phones. There will be both satellite radio and AM/FM. There will be both printed books and e-books. Things don’t replace things; they just add on….Some Concepts’ Time May Never Come. The same “breakthrough” ideas keep surfacing — and bombing, year after year. Nobody wants videophones! Teenagers do not want “communicators” that do nothing but send text messages, either. And give it up on the stripped-down kitchen “Internet appliances” Nobody has ever bought one, and nobody ever will.

• [from steve_portigal] Start-Ups Follow Twitter, and Become Neighbors [NYTimes.com] – [The supposed demand to be co-located in the same office building as Twitter, hoping for some f2f meatspace benefits from proximity to a virtual powerhouse] And so he snagged an office at 795 Folsom, Twitter’s headquarters in the SoMa neighborhood. There, he has been stalking executives on — where else? — Twitter, to see who is to visit Twitter’s offices. When he finds out, he pounces and “hijacks the meeting,” he said, by asking them to swing by his company, Klout. By doing that, he has met Robert Scoble, the influential technology blogger, and Steve Rubel, director of insights for the digital division of Edelman, the big public relations firm, and has spotted Kanye West in the lobby on his way to Twitter. Through elevator and lobby run-ins, he has also forged a close enough relationship with Twitter’s chief executive, Dick Costolo, that Mr. Costolo is helping Klout raise venture capital. “Now I have his cellphone, and I text him,” Mr. Fernandez said.
• [from steve_portigal] User-centered Innovation in Stanford’s Entrepreneurial Design for Extreme Affordability class [SF Chronicle] – [The article mostly focuses on a specific innovative design – a low-cost incubator-type-solution for Nepal; but the most quotable bits were towards the end, where they discuss the operating framework of this class.] About to start its eighth year in January, the class has completed about 60 projects for 15 partner organizations in 10 countries. It brings together students from different academic backgrounds…They all have one goal in common: to design products for the poor and to treat them as customers rather than handing them our leftovers and castoffs. "We are trying to figure out what they want and need," said Jim Patell, the Stanford professor who leads the class. "It is not our job to tell them what they want."

Pop-braggadocio-as-innovation-reframe, from Rolling Stone, 9/30/10.

“The record is finished,” says Black Eyed Peas frontman Will.i.am…”Now I have to unfinish it…Everybody’s thinking outside of the box. We’re going to stay in the box, kick the f@#$ing sides out, and now the box is an octagon.”

See previously: Jack White

• [from steve_portigal] UX Hong Kong 2011: Q&A with Daniel Szuc [Core77] – UX Hong Kong 2011 will be held at the Innocenter in Kowloon Tong (Hong Kong) on Friday 18 Feb 2011. The program has been deliberately designed to be intimate and give attendees plenty of opportunity to talk with other people and get one on one time with the invited speakers, including Steve Baty and Janna DeVyler on UX strategy; Steve Portigal on design research, Rachel Hinman on mobile design, and Gerry Gaffney on the UX Toolkit. On the day after the conference the fun continues as we all plan to go out and experience Hong Kong with the speakers including the harbour, a ferry ride, walking the streets, a dim sum and perhaps a visit to the Big Buddah on Lantau island (weather allowing) so we get out of the confines of the conference facility.
• [from julienorvaisas] Trends "unlock" consumer needs [trendwatching.com] – {Reverse-engineering consumer needs via trends?] Here's our definition of what constitutes a (consumer) trend (we came up with this years ago and it still holds pretty well): "A novel manifestation of something that has unlocked or serviced an existing (and hardly ever changing) consumer need,desire, want, or value." At the core of this statement is the assumption that human beings, and thus consumers, don't change that much. Their deep needs remain the same, yet can be unlocked in new ways; these 'unlockers' can be anything from changes in societal norms and values, to a breakthrough in technology, to a rise in prosperity.

My thoughts on understanding and designing in emerging countries has just been published in Apala Lahiri’s Innovative Solutions: What Designers Need to Know for Today’s Emerging Markets.

Q: When traveling through and experiencing emerging countries, do you feel that designing for users in these countries needs to be done with any different methods than those used when designing for users in developed countries?

A: The answer is yes, but there are two different cases: design by insiders and design by outsiders. Obviously design by outsiders needs to be handled very differently. As outsiders, we so clearly have no clue as to what is going on: how do you design personal grooming accessories for a society where someone might have trimming or cleaning done by the side of the road? That’s not to say that it can’t be done, but that simply exporting existing solutions, or making small localization tweaks is probably not going to be enough. I know that as recently as 2 years ago mobile phones in India were a shared household item (although I wonder if increased penetration is changing that); there are tremendous implications for the interface design (from login screens to privacy management). Existing Western models for pricing, usability, features, and so on won’t apply. So there’s a real effort that outsiders need to make to really get at those core differences. From the inside, I suspect that the designers are often not going to be designing for themselves (an approach I discourage, anyway), but for another class or culture within their own society; and while they’ve got a leg up on understanding their fellow citizens over us foreigners, there’s always going to be use cases, mental models, and meaning that is new to the designer. By the same token, for categories that are being imported from the developed world (i.e., mobile phones), the designer will have to do some cultural translation, say discovering that mobile phones are not shared among household members in the West. This is probably here more about an approach to design than an actual method, but once you’ve got the approach down, then the methods can follow easily.

• [from steve_portigal] DarkPatterns.org – [This site seems aimed at designers but could also be the seed of a User Literacy effort to raise awareness among consumers] This pattern library is dedicated to Dark Patterns: user interfaces that have been designed to trick users into doing things they wouldn’t otherwise have done. Normally when you think of “bad design”, you think of laziness or mistakes. These are known as design anti-patterns. Dark Patterns are different – they are not mistakes, they are carefully crafted with a solid understanding of human psychology, and they do not have the user’s interests in mind. The purpose of this site is to catalogue various common types of Dark Pattern, and to name and shame organizations that use them. [via @kottke]
• [from julienorvaisas] How to shrink a city [The Boston Globe] – [The shrinking economy has forced a new way of looking at strategic planning and innovation in the housing and urban planning sector.] “It’s so contrary to what most planners do, it’s contrary to what we spend our time teaching students, [which is] all about how do you manage growth and accommodate growth,” says Joseph Schilling, who teaches urban affairs and planning at Virginia Tech University and helped launch the National Vacant Properties Campaign. “The challenge for planning is how do you adapt existing tools and planning strategies to deal with an economy and market that is either totally dysfunctional or will have maybe slow, modest growth at best.”
• [from julienorvaisas] Americans Demand Crispier Outside [The Onion – America’s Finest News Source] – [Alas, if only the elusive consumer would come out of hiding and just tell us what they want, nay, what they need!] Irate citizens have rallied in front of shops and drive-thru windows nationwide to outline their demands, which include extra chunks, meltier bits on top, that classic buttery flavor the whole family can enjoy, and a wider array of sizes, shapes, and colors to mix and match. Sources are also calling for cleanup to be a breeze.
• [from julienorvaisas] What If Google and Bing Waged a Search War and Nobody Noticed? [Advertising Age – DigitalNext] – [Full of quippy critiques of the nutty design evolution of search, reviews, online advertising from a "real person's" perspective, this slightly ranty column by Kevin Ryan is really a lament to how beholden so many of our experiences are to today's digital monoliths.] Instant search is another one of those solutions created by engineers completely out of touch with humans. Like instant coffee, it sounds like a good idea until you have to consume it. My guess is boredom and fatigue from all that free food and the happiest work environment on the planet has finally taken its toll. In other words, idle hands solve problems that don't exist.

My second column for Core77, Lunapads or: How I Learned to Stop Worrying and Love the Discomfort is up. Here’s a potentially knee-jerk-reaction-inducing excerpt, so I recommend clicking through to see the whole piece.

There are so many signals here that buck the mainstream norm for “feminine hygiene.” Where current imagery might feature billowing swathes of diaphanous fabric, smiling models and free birds winging on high, here we have two enthusiastic, potentially sexually aggressive women. Instead of handling the product discreetly, they are thrusting it towards us in celebration? Challenge?

If they were selling, oh I don’t know, maybe ice cream, I’d find this pretty hot. If I’m accurate in picking up (subtle for someone with my too-too-straight life) lesbian cues, then even more so. I’m kinda freaked out by these women, but mmm, sexy. But oh, no, it’s not ice cream. It’s definitely not ice cream. It’s menstrual cups (umm, what?) Good Lord, boys, head for the hills!

Also see previously on Core77 Homer Simpson’s Duff Beer: Barley, Hops and Cultural Stories?

• [from julienorvaisas] Do You Know What This Symbol Means? [Yahoo! Autos] – [If people can't figure out what a warning symbol is warning them about, does it still qualify as a warning symbol? Should warning symbols require a public education effort? How does one measure whether a symbol is idiot-proof? How many idiots should be queried?] The issue here seems to be that the public hasn’t been properly educated on the warning symbol, which is supposed to be “idiot proof” and understandable across a wide variety of cultures and languages. Yet 46% of drivers couldn’t figure out that the icon represents a tire and 14% thought the symbol represented another problem with the vehicle entirely.
• [from steve_portigal] The importance of futility in innovation [Pasta&Vinegar] – [See our various rants against finding "pain points" as the pathway to innovation.] This discussion echoes with the notion of “needs” and the desperate quest lead by big companies to find “new needs”. Looking for these so-called new needs is not a matter of asking people what they want or asking them what they would crave for. Instead, observing how products and services that may seem futile at first can be adopted, domesticated, appropriated and tweaked for other purposes is a better strategy.