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+ Strategizing in/for/by design: A pragmatic view ULISES NAVARRO AGUIAR
+ Intersections in radical innovation MARTA MORILLO
+ Innovation as a reinterpretation process NAIARA ALTUNA
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+ Design methods and collaborative exploration ANDREW WHITCOMB
+ Exploring design as artistic practice using movement ARIANA AMACKER
+ Impacting business through design MARZIA ARICĂ’
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+ Designing for usability of complex medical devices ANDREAS BENKER
+ Brand meaning, organizational change and innovation FERNANDO PINTO SANTOS
+ Collaborating through design to frame cities' complex problems VERONICA BLUGUERMANN
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+ Understanding the role of users in innovation process SARA JANE GONZALEZ
+ Authentic adaptation as a way out? EVA KIRCHBERGER
+ Doing good while making profit LIEN DE CUYPER
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INTRO DESMA is an Initial Training Network in the area of Design Management funded by the European Commission’s Marie Curie Actions (FP7) that combines 12 international Early Stage Researchers (ESRs), 4 leading universities within the area of design management, 4 European design consultancies and 4 complementary product and service organizations. This trans-disciplinary network is making an effort to engage academia and practice to understand and rethink how design and management can drive innovation, social progress and competitiveness. This requires a new perspective on design management that takes the best of both disciplines, design and management, into account to create something new and meaningful. The ambition of DESMA is to build a vibrant and sustainable platform of high quality research in the intersection of design and management respectively academia and practice and to find new ways to communicate, apply and validate the impact of research. This document has been prepared for the mid-term review and annual meeting to be held in Helsinki 2-3 December 2013 to provide an overview of the work conducted by the ESR in the past year. The bulk of the report provides brief summaries of the profiles and research proposals developed by the ESR. The first few pages summarize the conversations held throughout the year, during meetings and events as well as online, on the identity and vision for DESMA. The ESR decided to work on a DESMA Manifesto for articulating the values and ideas that drive their efforts and should provide the foundation for the European Design Management Forum that we are aiming to develop through this project. This report, along with the new website www.desmanetwork. eu, is also the first expression of the visual identity of DESMA, ref lecting these values. At the annual meeting we look forward to all partners’ reactions and interpretations of the DESMA identity and working on how we can collaboratively take them further into something concrete in the next couple of years. For further information on DESMA please contact:
ANNA RYLANDER Project coordinator
ORIANA HASELWANTER Communication strategist
anna@desmanetwork.eu
oriana@desmanetwork.eu
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COMMUNICATION STRATEGY
YEAR 1
YEAR 2 YEAR 3
Recruitment and initial research training
Development of communication strategy Visual identity DESMA branding Facilitation of internal and partly external communication
Building DESMA network through different network activities Planned collaboration with DMI conference
Growing DESMA network and external communication
YEAR 4
Final event and research dissemination DESMA publication Future DESMA strategy
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MANIFESTO
beyond traditions of applying design to management, or management to design to find new spaces (or times) where design and management overlap and pollinate each other. We are making a reality where practitioners It is time to create alternatives to and researchers actively develop the existing – design management new knowledge together. This leads research, dissemination practices, to something more interesting, institutional boundaries and standards meaningful and with greater impact. of scientific validity. DESMA is an alternative to the Emerging out of the collision of existing. It is about finding and design research and management defining different ways of creating research, DESMA was formed. and applying knowledge. DESMA (DESign + MAnagement) is a mutant. It is neither design nor WE ARE … management. It is not a bridge but designers and managers. something else. DESMA provides a home for research that does not fit WE BELIEVE THAT … the current models of assessment and design can be more than a cool chair or a fancy car. dissemination found in traditional management is not that grey and boring looking guy. fields. Acknowledging the existing design and management can enrich each other. theoretical traditions, DESMA creates something new to practically WE WANT TO … contribute to innovation. DESMA is find alternatives to talk about design and management research. changing and challenging the system see things in a different light. of research in the interception of use diverse skills and knowledge to make new ground for an emerging practise. academia and practice / management apply practical knowledge to research and research to the real world. and design. promote the field of design and management research and show that research can be valuable, justifiable and applicable. DESMA is an activist, utilizing the conform to the current system but challenge it at the same time. current systems within academia and generate relevant knowledge. industry but stepping out of them engage academia and practice to rethink how design and management can drive to find new ways of dissemination, innovation, social progress, and competitiveness. communication, application, invite others. implementation and validation of research. WE DO NOT WANT TO … bridge the exciting fields of design research and management research. DESMA is the «+» in design use traditional ways to communicate research results. + management because we are generate knowledge for the sake of knowledge. rethinking what design management be stuck in a system. means. Hence, DESMA moves be lonely.
DESIGN + MANAGEMENT RESEARCH ON THE VERGE OF FINDING NEW GROUNDS IN ORDER TO BECOME INDISPENSIBLE.
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DYNAMIC IDENTIY Aa Bb Cc Dd Ee Ff Gg Hh Ii Jj Kk Ll Mm Nn Oo Pp Qq Rr Ss Tt Uu Vv Ww Xx Yy Zz +#-., )( / & % $ยง "! ?` :; _* '
FONT The DESMA font is elegant but modern, serious and qualitative, strong but at the same time unpretentious and very legible in different sizes and applications. It is the recurring element of the logo and not supposed to change. The font is also used for headlines in publications and other media to create a common identity. For the copy text, Times New Roman is used, since this is a very basic font pre-installed on almost any device and therefore perfect regarding the growing DESMA network.
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GRAPHIC ELEMENT The + is the basic element for the dynamic, f lexible, developing, playful, experimental part of the logo representing the growing of the knowledge and the network. This element is the base for graphical explorations, pattern creation, visual representations and application on different material / media. It can and will alter over time to visualise the development of DESMA. The + represents what DESMA stands for (design + management, academia + practice = something new rather than something in between). Through unusual colour / from / technique combinations, we achieve boldness / uniqueness / differentness which we want to express with the logo.
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Fernando Pinto Santos is a PhD candidate at Aalto University School of Business, in the International Design Business Management (IDBM) Program. In terms of professional experience, Fernando worked in fernando@desmanetwork.eu different international settings, namely in Africa and Asia, where he lived for several years as the executive manager of a company in Hong Kong.
FERNANDO PINTO SANTOS
He has also been an entrepreneur, launching and managing its own businesses, and developing consultancy work in brand management. His academic background is in Marketing Management and Design, and he holds a Master in each one of these disciplines. The current doctoral research revolves around brand and design management, organizational change and innovation.
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BRAND MEANING, ORGANIZATIONAL CHANGE AND INNOVATION
The traditional view of brands as a tool to promote the companies’ products disregards their full potential in contemporary business settings. However, brands are becoming increasingly more relevant to companies, and can even be regarded as a powerful mean to inf luence and direct the internal members and their practices. My research is focused on how managers can purposively use brands to sustain internal changes in their companies. Also, I intend to study how brands can become drivers to develop innovative proposals to the markets. Previous research has shown that brands can indeed be used with these two goals but still little is known about this matter. I plan to analyse real brand management cases and then translate my findings into theoretical frameworks, taking into account existing theories and other research results. The purpose of my work is to augment the existing knowledge and develop insights that can be relevant for managerial practices.
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BACKGROUND AND THEORETICAL POSITIONING
RESEARCH QUESTIONS
It has been questioned if brands should continue to be regarded narrowly as marketing tools for the promotion of products and services (Allen et al. 2008). Brands can be regarded with a more encompassing view, assuming a strategic role for companies (Berthon, Holbrook, Hulbert & Pitt, 2007; Diamond, Sherry, Muñiz, McGrath, Kozinets & Borghini, 2009; Urde, Baumgarth & Merrilees, 2011). In particular, there is growing interest on the impact of branding in the internal dimension of companies (Kornberger, 2010). Brands and branding activities might be envisaged as a way of expressing preferred meanings that may inf luence and direct organizational members and practices (Kärreman & Rylander, 2008). This perspective resonates with the sensemaking theory in organization studies where meaning can emerge within a future-oriented frame that incorporates past and present orientations (Gephart, Topal & Zhang, 2012). This line of inquiry has explored circumstances under which individuals cope with ambiguous situations that require them to develop new understandings and engage in forward-looking thinking (Stigliani & Ravasi, 2012). Transposing these ideas to branding in an organizational setting, I intend to explore if brands and their meanings can sustain sensemaking processes that articulate the company strategy towards a preferred future.
My research is focused on brands of products or services – not on corporate brands, except if they overlap. The purpose of my PhD research is to explore the strategic role of brands within an organizational setting. This general purpose is unfolded in two research questions: (1) How can brands sustain organizational change? (2) How can brands drive innovation?
There is an emergent paradigm on branding research that sets meaning creation at the core of brand management practices. This new paradigm is often associated with interpretativist research and features the assumption that meaning is not unilaterally created but is rather a construction with multiple authors (Allen, Fournier & Miller, 2008). One of the current research challenges is to understand more deeply the dynamic nature of brand meaning (Allen et al. 2008). Also, materiality and the relation between physical objects and meaning creation inside organizations is a relevant path of inquiry that remains under researched (Carlile, Nicolini, Langley & Tsoukas, 2013). As Diamond et al. (2009, p. 119) argue «theories of brands and branding have only begun to scratch the surface of person-object interactions». I intend to explore the relation between meaning creation and materiality, and I will address the concept of meaning as a complex dynamic construction. My interest on how brands can inf luence the internal dimension of organizations is largely inspired in the ref lection I have developed after concluding my master thesis. Since then I have been wondering about how brands can become inf luential for organizations internal practices. In the last months I have been delving into the existing literature and analysing different areas of inquiry and concepts that I believe connect with my research interests. These include sense-making theory, materiality in organization studies, process thinking, strategy-as-practice, strategic ambiguity and boundary objects. My research is positioned in the organizational and management fields of study. Hatch and Schultz (1997) have argued that contemporary organizations need to combine knowledge from the disciplines of marketing and organization studies to address the breakdown of boundaries between their internal and external aspects. Social constructionism is the underlying paradigm of my research project.
My research is exploratory and my intention is to unveil brand management practices in real settings, expanding the current understanding on the emergent role of brands and brand management in contemporary organizations.
RESEARCH METHOD AND NEXT STEPS I will develop a case study oriented process of research. The unit of analysis are commercial organizations that manage their own brands. I plan to choose case studies that I consider as revelatory (Yin, 2009) according to my research purposes. The revelatory nature of the cases and their potential to offer interesting empirical material will justify the choices (Yin, 2009). A key aspect of the case selection is obtaining access to collect the empirical material. The option for multiple case studies follows the logic of replication, not of statistical relevance. Yin (2009) defines this process as theoretical sampling. In this sense, I plan to start with one or two case studies and then choose more cases to add to the data collection process. The choice will be made with the purpose of replicating or extending the emergent theory.
11 The process will be continuous and multiple cases will be addressed at the same time.
KEY REFERENCES
Allen, C. T., Fournier, S., & Miller, F. (2008). Brands and their meaning makers. In C. Haugtvedt, P. Herr, and F. Kardes (Eds.), Handbook of Consumer Psychology (pp. 781-822). Mahwah: Lawrence Erlbaum Associates. The data collection will be made Alvesson, M., & Kärreman, D. (2007). Constructing mystery: Empirical with a qualitative approach and the matters in theory development. Academy of Management Review 32(4), 1265process of research will be highly 1281. iterative between the data collected Alvesson, M., & Sköldberg, K. (2009). Ref lexive methodology: New vistas for and the existing theory (Eisenhardt, qualitative research. London: Sage. 1989; Eisenhardt & Graebner, 2007; Berthon, P., Holbrook, M. B., Hulbert, J. M., & Pitt, L. (2007). Viewing Alvesson & Sköldberg 2009). In brands in multiple dimensions. MIT Sloan Management Review, 48(2), 37-43. overall terms, abduction inspires the Carlile, P. R., Nicolini, D., Langley A. & Tsoukas, H. (Eds.). (2013). How methodological process I will use Matter Matters: Objects, Artifacts, and Materiality in Organization Studies. (Alvesson & Sköldberg, 2009). The Oxford: Oxford University Press. method has some characteristics of Diamond, N., Sherry Jr, J. F., Muñiz Jr, A. M., McGrath, M. A., Kozinets, R. V., both induction and deduction but is & Borghini, S. (2009). American girl and the brand gestalt: closing the loop on more than a simple mix of the two. sociocultural branding research. Journal of Marketing, 73(3), 118-134. The empirical area is developed Eisenhardt, K. M. (1989). Building theories from case study research. during the data collection and Academy of Management Review, 14, 532-550. Eisenhardt, K. M. & Graebner, Melissa E. (2007). Theory Building from the overarching theories are also cases: opportunities and challenges. Academy of Management Journal, 50, 25refined in a continuous recursive 32. way (Alvesson & Sköldberg, 2009). Gephart, R. P., Topal, C., & Zhang, Z. (2012). Future-oriented Sensemaking: The analysis of theory will not only Temporalities and Institutional Legitimation. In T. Hernes & S. Maitlis (Eds.), precede but will also be embedded Process, sensemaking & organizing. Oxford: Oxford University Press. in the data collection process. Thus, Hatch, M. J. & Schultz, M. (1997). Relations between organizational culture, the research process will alternate identity and image. European Journal of Marketing, 31(5), 356-365. between theory and empirical data, Kärreman, D. & Rylander, A. (2008). Managing Meaning through Branding − whereby both are continuously the Case of a Consulting Firm. Organization Studies, 29, 103-125. reinterpreted in the light of each Kornberger, M. (2010). Brand society: how brands transform management and other (Alvesson & Sköldberg, 2009). lifestyle. Cambridge: Cambridge University Press. I expect that the main sources Stigliani, I. & Ravasi, D. (2012). Organizing thoughts and connecting of the empirical material will be interviews, observations and analysis brains: material practices and the transition from individual to group-level prospective sensemaking. Academy of Management Journal, 55(5), 1232-1259. of documents (Yin, 2009). Urde, M., Baumgarth, C., & Merrilees, B. (2011). Brand orientation and market orientation – From alternatives to synergy. Journal of Business At this moment I aim starting Research, 66, 13-20. collecting empirical material in organizations in Finland but I am also Yin, R. K. (2009). Case study research: Design and methods (4th ed.). Newbury Park, CA: Sage. considering collecting data in other countries. I am already collecting data in one company and developing contacts in order to be able to extend my research to other settings.
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E VA K IRCHBERGER
Eva Kirchberger holds a BA (hons) in Business Administration and graduated from Central Saint Martins with a MA in Innovation Management in 2012. Currently, she pursues a PhD at Imperial College, looking into symbolic and social behaviour of organizations at market level. Within this topic, she pays particular attention to meaning construction processes, by using participatory observation complemented by using text-mining techniques to extract and analyse patterns of association among actors. As an ESR based at Engine Service Design Consultancy, Eva is engaged with strategic questions concerning design consultancies, particularly in the young field of service design. eva@desmanetwork.eu
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AUTHENTIC ADAPTATION AS A WAY OUT?
Service design as a new market category has emerged quite rapidly since the first pioneers, live|work (2001) and Engine (2002) started offering service design commercially and claimed the label. Since then, a service design field has developed, which features institutions such as the Service Design Network, Service Design Master Courses at universities (f.e. Royal College of Art), and academic conferences. Recently, the success of service design attracts management consultancies, which start including service design as part of their core offering. This represents a challenge for the pioneers, as modifications of the practice by those entrants might lead to ambiguous meanings and be consequential for a devaluation of the service design category by interested audiences. As a consequence, the meaning of the entire category suffers and is at risk to turn into a fad. In order to prevent this from happening, pioneers have several strategic options at their disposal. In the following, I propose a research design which suggests the ÂŤtheory of authentic adaptationÂť: as reaction to new entrants conquering the field, pioneers might react in
drawing from their heritage, while also adapting some features from the new context.
Consider for example service design as a category of professional services. It emerged in 2001, with the founding of live|work, the first service design BACKGROUND AND consultancy, which started to design THEORETICAL POSITIONING service experiences. Inspired by the Although a lot of the research on shift in the market from products niches and fields links categories to to digital services, and marketing isomorphic pressures and cultural scholars’ discourse about services persistence, categories emerge around in the mid 1990s, these pioneers practices, firms and markets that are blended their professional product both short and long lived, such as fads and digital design techniques with for example. In studies that explore tools borrowed from marketing. With the conformity pressures exerted by the entrance of the second pioneer categories, an implicit assumption Engine promoting the service design is that categories are generally language and facilitating networks, durable (DiMaggio & Powell, 1983). the foundation was laid that service The literature on management fads design became synonymous for a and fashions however, ref lects practice, an organizational form and a on situations where new kinds of market during within the last decade. management practices spread widely, The success of category pioneers but also fall out of favour quickly invited imitation and entry into this (Abrahamson & Fairchild, 1999). new market from new competitors, Even when new organizational forms some of which include larger firms and related markets emerge around with an alternative approach in diffusing practices, the labels used service design. Gradually, this has to categorise a related practice, form had an effect on redefining and and market may still be short-lived, at tweaking how people understand least in terms of popularity and the service design as a category. In isomorphic pressures associated with particular, large consulting firms that categories. establish service design practices stress the benefits of their strengths
14 in more conventional services, such as strategy consulting and operations. In response, one of the category pioneers live|work has recently begun to position itself as engaging in business design, rather than service design. Thus, the success of the category pioneers has encouraged entry into this newly created market, which paradoxically puts it at risk of becoming a fad. Existing literature discusses how adopters shift the meaning of an innovation at the time that it is spreading (Rogers, 1995), but it does not mention the fact that the original intended value of the innovation as created by the pioneers is still valuable. However, the situation the category pioneers are facing is ambiguous. Assuming that their creation is still valuable, can they defend their category and do something against the change? Can a middle ground be established to ref lect their identity and not shift the focus away from their strengths? Moreover, when is it important for adaption to be implemented over reinterpretation? Thanks to the relational perspective in social analysis, we can understand that core attributes of a category shift by time, and we are able to say
when and how they do so. While formerly having been restricted to the interpretations based on de novo or del lio firms, we can go beyond this and trace quantitative and qualitative shifts within the category. As a practice becomes reinvented by entrants, it leads to a constant change in meaning. Based on the degree and quantity of attributes having shifted, we can identify how much firms within a market would need to change in order to match the new relevant attributes featured. This informs the strategy of how to respond to these shifts – either by adopting some of those elements or – in case modification is not enough – by reasserting the importance of service design techniques. The latter might require qualitative research methods to inquire managers of potential client organizations what would be appealing to them in order to push back to service design. In order to evaluate the actual full range of strategic opportunities category pioneers have at their disposal, it is informative to see how firms have reacted in such situations in the past. Based on observations, I hypothesise that pioneers have several choices: from 1) not adapting at all and staying true to
their originally created prototype, 2) modifying their practices, 3) moving on to the next practice and call their category «a fad», or 4) reinterpreting the category by adopting some elements and assert others up, to 5) pretending to adhere to the new category, but decoupling their daytoday activities (Meyer & Rowan, 1977). Those «conformity effects» exerted by a collectivity of firms identifying themselves with the same label are at least partly related to the cognitive limitations by individuals. They ref lect our individual capacity for sense-making, which also informs collective sense-making at the population level. An individual makes sense of a situation by giving meaning to an experience. The mechanism behind this includes extracting cues and linking them to well-learned cognitive structures (Weick, 1995). In imperfectly competitive markets, members of this market classify themselves in subgroups, identified by core attributes serving as cues for the shared sense-making of categories (Porac & Thomas, 1995). These entrepreneurs engage in sensegiving. On the contrary, audiences engage in sense-making: the more a firm resembles the cognitive typical prototype of the category, the more it is perceived by audiences as key member (Porac et al., 1995) and legitimate (Zuckermann, 1999; Hsu, 2006). DiMaggio & Powell (1983) argue that isomorphism serves to ensure stability and durability. In contrast, management fashions literature claims that practices and hence categories can follow a short-lived lifecycle (Abrahamson & Fairchild, 1999). Apart from the literature on innovation diffusion giving us indices of how the adoption of administrative innovation
15 results in variation of practices consequential for the shift in meaning (Rogers, 1995), we do not know the equivocal consequences for entrants in a category mimicing innovation. Current literature simply does not address the consequences for meaning attribution due to entrants changing the structure of the category. In other words, the competitive dynamics literature does not mention the sense-giving and sense-making processes exerted by entrepreneurs and is not focused on audiences in competitive dynamics. Hence, the following question arises:
it reduces method bias by looking at the issue from different angles, hence allows for cross-validation (Creswell, 2003).
KEY REFERENCES
Abrahamson, Eric and Gregory Fairchild. (1999). «Management fashion: Lifecycles, triggers, and RESEARCH QUESTION collective learning processes.» How do category pioneers respond to imitation and entry that potentially Administrative Science Quarterly redefines the category? 44:708-740. Creswell, John W., Vicki L. Plano My research will contribute to the existing literature the theory of «authentic Clark, Michelle L. Gutmann, adaptation». I will basically show how pioneers navigate between two and William E. Hanson. (2003). dynamics and how this can be implemented. On one hand, these entrepreneurs «Advanced mixed methods research have to reassert what they are good at and be «authentic» towards their designs.» Handbook of mixed heritage; failure to do so will resulted in their efforts being perceived as a fad. methods in social and behavioral On the other hand, they have to «adapt», otherwise they will fall behind their research. 209-240. category and will be out of business. I will, therefore, investigate the factors, DiMaggio, Paul and Walter W. which determine when reinvention, rather than adaptation, is important. This Powell. (1983). «The Iron Cage will serve as the basis of a novel framework. Revisited: Institutional Isomorphism and Collective Rationality in Organizational Fields.» American Sociological Review 48:147-160. Hsu, Greta. (2006). «Jacks of All Trades and Masters of None: Audiences' Reactions to Spanning Genres in Feature Film Production.» Administrative Science Quarterly 51:420-450. Meyer, John W. and Brian Rowan. (1977). «Institutionalized Organizations: Formal Structure as Myth and Ceremony.» American Sociological Review 83:340-363 Porac, Joseph F., Howard Thomas, Fiona Wilson, Douglas Paton, and RESEARCH METHOD AND NEXT STEPS Alaina Kanfer. (1995). «Rivalry As part of the Marie Curie FP 7 program, I am affiliated with Engine as my and the industry model of Scottish assigned research partner. Hereby I enjoy the privilege, to have been visiting knitwear producers.» Administrative the office once a week and participated at important events. This allows me Science Quarterly 40:203-227. for being seen as part of the team, but also maintain an objective glance from Rogers, E. M. (1995). Diffusion of the outside. Further, having held good relations with the senior team, I have innovations. New York, The Free easy and f lexible access to data and projects. In overall, I will use a mixedPress. Ch. 5-6. methods approach of qualitative and quantitative methods and triangulate between different data sources (Creswell, 2003). Hereby, I will primarily draw on quantitative methods, such as relational content analysis of publications in Faktiva, which are complemented by participatory research and semistructured interviews within Engine and key stakeholders in the service design field. An important advantage of this mixed-method approach is that
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naiara@desmanetwork.eu
NA I AR A ALTUNA
An Industrial Engineer with a major in Innovation and Design Management and a master thesis in the two areas, Naiara is passionate about: Design and Management. She has always enjoyed pursuing and attaining lofty goals, being the fact of finding an opportunity to do her master thesis at Politecnico di Milano (in the interaction among Design and Management). This is when she uncovered the path she wanted to follow after graduating, as her master thesis in Milan led to her actual position as an Early Stage Researcher (ESR) at DESMA’s Training Network, based at Politecnico. In her everyday work she deals with how should meaning driven innovation be managed in order to help companies make new proposals that people will love! The abroad study experiences she had in Copenhagen, London and Milan have enriched her university career professionally and, above all, personally. Having travelled through new cultures, experiencing and adapting to local customs, reveal an open minded and curious personality capable to adapt to new situations and able to overcome difficulties regardless the problem’s origin and nature.
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INNOVATION AS A REINTERPRETATION PROCESS A new stream of literature on innovation management is growing – the one driven by meaning. Meaning relates to «product meaning», namely the purpose of a product or service as perceived by the user (Verganti, 2009). Meaning driven innovations are not simple sparks of creativity, but rather the result of a process where firms envision how people could experience and give meaning to things (Verganti, 2009). Whereas Innovation of Meaning has recently been cited by the Product Development and Management Association (PDMA) as one the most relevant topics to be investigated, research on the topic is still on its early stages. Some recent works have explored the nature of meanings and how these could evolve over time (Öberg 2012, Verganti and Öberg, 2013). The basic principle underneath this process is the «need to leverage the work of interpreters to envision how people could give meaning to things» (Verganti, 2009), where interpreters are people that look at
the same experience the company is BACKGROUND AND trying to innovate but from a different THEORETICAL POSITIONING perspectives. Area of Investigation A new stream of literature on This research aims to better innovation management is growing understand the dynamics to be – the one driven by meaning. To carried with the interpreters in clarify, when we mention «product order to come up with an innovative meaning» we relate to the purpose of proposal that people with welcome. a product or service as perceived by More precisely it focuses on who are the user (Verganti, 2009). It is about the people that best work to act as the purpose for why a product is used, interpreters as well as how should not how it is used (the user interface), they be managed to get the best out of nor what the product consists of (its them in the reinterpretation process. features). For the exploration it will leverage on sense making theory (Weick, 1995) to Whereas Innovation of Meaning explore this path towards innovation (regarded as product’s meaning to as a re-interpretation process. the developer and the customer) is cited by the PDMA among the top The study is based on three research priorities for new product longitudinal case studies in which development, investigation on companies have attempted to dialogue innovation of meaning is still at its with interpreters to come up with infancy. Some recent works explore a new meaning that would latter its nature and the dynamics of how be proposed to customers. For the new meanings can evolve leveraging understanding of this dynamics (that on theories from the philosophical see innovation as a re-interpretation field of hermeneutics (Öberg, 2012; process) the research leverages on Verganti and Öberg, 2013). Moreover, organizational theories of sense the process of meaning making has making. been described in the cross section
18 of design and innovation when trying to understand the contribution of design practice to the latest (Jahnke, 2013). Here, the study consists of non-designerly firms where a designer brings a new critical angle to the innovation process. Nonetheless, as this research is aiming at studying, this critical ability is not exclusively a designerly skill, but also an activity that could be performed by others, like the «interlocutors» (Lester et al, 1998) or, «interpreters»: experts external to a company – but in relation to the subject per se. Thus, meaning driven innovations are not simple sparks of creativity, but rather the result of a process led by the entrepreneurs and managers involved in the process of innovation. The basic principle underneath this process is the «need to leverage the work of interpreters to envision how people could give meaning to things» (Verganti, 2009), where interpreters are people that look at the same experience the company is trying to innovate but from a different perspectives. It is precisely in this interaction with interpreters that the re-interpretation process happens. Interacting with them (i.e. external parties) implies tapping into external research, external perspectives, meaning the company steps back from users and their products to take a broader perspective. This research focuses on understanding how this reinterpretation process happens, with special focus on who are the people that best work to act as interpreters as well as how should they be managed to get the best out of them in the reinterpretation process. International State-of-the-art Meaning is a wide concept that has been discussed in many fields such as
philosophy or ideology an may have several connotations and understandings. In this research, meaning is linked to innovation of meaning and connects «to a product, user and the context, to interpret it (product/service) in the way that the purpose changes» (Öberg, 2012). The focus is on the «why» rather than on the «what» or «how» of the product or service we are referring to. Thus, in innovation of meaning the purpose of a product or service is the one perceived by a human. Nonetheless, an individual alone cannot construct a meaning, and it is rather a combination of a personal interpretation but also socially constructed over time, not constant (Berger and Luckmann, 1967). Historically innovation has been understood as a process of problem solving, where innovation is the result of a cognitive work that combines individual knowledge, skills, behaviours and processes in the search of an optimal solution to a given problem (Simon 1982, Clark 1985). However, if we want to understand innovation of meaning, this approach does not seem to work properly and a few works have proposed a new lens to look at innovation of meaning routed on hermeneutics (Öberg and Verganti 2013, Öberg, 2012), where there is no optimal meaning, but different interpretations of what a product could mean. In these studies innovation of meaning is presented as a process of interpreting and envisioning. This is not the first time in which innovation has been investigated as a process of interpreting and envisioning. A widely known stream of research in organizational studies has focused on how the employees, the leaders and the organization itself can create meaning. This studies include sense making (Weick, 1995) and sense giving (Gioia and Chittipeddi 1991) where meaning is the result of a process in which individuals and groups attempt to interpret novel and ambiguous situations by confronting events or tasks occurred in the past (Weick, 1995). Another relevant line of inquiry has taken this path further by exploring prospective models of sense making in which individuals and groups cope with ambiguous situations that require them to develop novel understanding and engage in forward-looking thinking to «structure the future by imagining some desirable state» (Gioia and Mehra, 1996). These studies do not seem to directly address products or services but rather more organizational aspects. However, and considering sense making (in its broad sense) is the process by which people give meaning to experience, these theories seem to resonate with the research questions presented below.
RESEARCH QUESTION Hansen and Birkinshaw (2007) argued that innovation needs to be viewed as an integrated f low where ideas are generated, converted into products or practices and latter diffused into the market. In their opinion, viewing innovation as an end-to-end process rather than focusing on a specific part allows companies to spot the weakest and the strongest links, but still, when dealing with research on an emerging stream of managing innovation (as it is the case of innovation driven by meaning) it seems quite reasonable to first individually analyse of each of the phases to later integrate the learning. As previously mention the primary objective of the research is to understanding who are the people that best work to act as interpreters as well as how should they be managed to get the best out of them in the reinterpretation process. This means we are dealing with the idea generation
19 phase where executives are aware of the need of good ideas but struggle to answer where they come from. If we refer to meaning driven innovation an extensive study of companies in northern Italy innovation scholar Roberto Verganti found that designers and architects were frequently acting as «interpreters» of socio-cultural dynamics and as brokers of product languages to come up with new meanings beyond what users could imagine but were actually looking for. But there is still a lot to know about the figure of the interpreters and this is exactly the main objective of the research: how to find and attract these people? How to prepare and engage them in the reinterpretation process? Thus, the thesis will try to leverage on sense making to explore the path towards innovation as a re-interpretation process, and more precisely, have a deeper understanding on interpreters.
Academy of Management Review, 21: 1226-1230. Hansen, M. and Birkinshaw, J. M. (2007). The Innovation, Value Chain. Harvard Business Review, 85(6), (2007). Jahnke, M. (2013). Meaning in the Making – Introducing a Hermeneutic Perspective on the Contribution of Design Practice to Innovation. (Doctoral Thesis), University of Gothenburg, Sweden. Lester, R. K., Piore, Michael J., RESEARCH METHOD AND NEXT STEPS Malek, Kamal, M. (1998). Interpretive Due to the limited research in the field, our study is explorative in its Management, Harvard Business nature. The method of analysis adopted is Case Study Research as it allows Review, March-April, (86-96). developing a holistic and contextualized analysis. It is thought this method Meredith (1998). Building operations properly suits the complexity of the issues tackled, the type of research management theory through case and questions and the initial exploratory nature of this research because it allows field research. Journal of Operations us to not only explore the phenomenon in its complexity but also to identify Management, vol. 16, pp. 441-54. those variables that are actually critical (Eisenhardt and Graebner, 2007; Yin, Simon, H. (1982). The Sciences of the 1999). Aligned with this thinking, Meredith (1998) cites three outstanding Artificial, 2nd ed., Cambidge, MA, strengths of Case Study Research: The MIT Press. • The case study method is suitable for early exploratory investigations where Verganti, R. (2009). Design-Driven the variables are still unknown and holistic understanding of the phenomenon Innovation. Changing the Rules of is still missing Competition by Radically Innovating • The phenomenon can be studied in its natural setting; the observation of What Things Mean. Harvard Business actual practice helps the understanding of the case, inviting to the generation Press, Boston. of meaningful and relevant theory Verganti, R. and Öberg, Å. (2013). • The case study method allows to answer the questions of why, what and Interpreting and envisioning – A how with a relatively full understanding of the nature and complexity of the Hermeneutic Framework to look complete phenomenon at radical innovation of meanings. Industrial Marketing Management It is based on three in-depth studies of two large multinational companies Journal, 42(1), 86-95. and a small enterprise that in their corresponding projects have call together Weick, K. (1995). Sensemaking in several interpreters to develop and discuss new emerging meanings for a organizations. Thousand Oaks, CA, specific product in their portfolio. The study aims to describe in detail the Sage. process of selection, briefing, and interaction occurred with the interpreters as Yin (1999). Case study research: well as their impact on envisioning new meaning. Design and methods. (3rd ed.). Thousand Oaks, CA: Sage KEY REFERENCES Publications. Berger, P. and Luckmann T. (1967). The social construction of reality: A Öberg, Å. (2012). Innovation driven treatise in the sociology of knowledge. London, Penguin Books. by Meaning. (Licenciate), Mälardalen Clarck K. B. (1985). The interaction of design hierarchies and market concepts University, Västerås, Sweden. in technological evolution. Research Policy, 14. Eisenhardt and Graebner (2007). Theory building from cases: opportunities and challenges. Academy of Management Journal 50(1), 25-32. Review, vol. 14 (4): pp. 532-550. Gioia, D. A. and Chittipeddi, K. (1991). Sensemaking and sensegiving in strategic change initiation. Strategic Management Journal, 12, 433-448. Gioia, D. A., and Mehra, A. (1996). Sensemaking in organizations-Weick, KE.
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andreas@desmanetwork.eu
ANDREAS BENKER
Andreas Benker is a PhD candidate at Aalto University in the department of Management and International Business. He holds a Bachelor's degree in International Marketing from Pforzheim University of Applied Sciences, a Bachelor's degree in Marketing from Monterrey Institute of Technology and Higher Education, and a Master's degree in International Design Business Management from Aalto University. Andreas has work experience in the areas of product management and brand communication, having worked for large companies in the automotive, sporting goods, cosmetics, and chemical industry. The latter was also the setting for his Master’s thesis, in which he investigated the potential value of a design department within a materials manufacturing company to consult clients throughout their materials selection process. The focus of his PhD is on the importance of product usability within the healthcare industry and the practices that lead to such. Andreas investigates the management of usability engineering processes and user involvement methods that help medical device manufacturers enhance their products' usability.
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DESIGNING FOR USABILITY OF COMPLEX MEDICAL DEVICES
The research is conducted within a research and development department of Philips Oy in Helsinki, Finland. It is a medical device development project in which I am a team member, actively contributing to the product development process, and conducting my research. My main role is to bridge academia with industry and bring theoretical concepts into the practical setting. Furthermore, the practical insights I get on the job form the basis of my academic contribution in terms of publications at the same time. My areas of research focus on usability engineering methods, the design, development, implementation, and management of such. Furthermore, part of my research will be dedicated towards user involvement methods that are applicable in the development of complex medical devices.
BACKGROUND AND THEORETICAL POSITIONING The research emerges from the practical setting I am working in. My industrial partner is Philips Oy, where I work within the MRI Therapy department, which again is part of the Philips Healthcare division. I am part of a research and development team that is developing the magnetic resonance (MR) subsystem of a medical device that merges radiation therapy with magnetic resonance imaging (MRI) technology into a single cancer treatment system. My main area of responsibility is the usability aspect of the MR subsystem. This includes involving users in the design iterations as well as ensuring compliance with the usability engineering practices throughout the development process. Since I am actively participating in the development project, I am able to learn about medical device development processes, the technologies themselves, as well as the currently applied usability practices and user involvement approaches. These practical insights from that specific project form the basis of my research, which is about usability practices throughout the development of complex medical systems. I have developed a model based on the practical insights as well as other usability engineering in complex systems and user involvement methods from literature (see figure 1), which provides an initial starting point for how to embed these methods within medical device development processes.
22 the avoidance of potential hazards as well as use errors top priorities throughout their product development processes. Especially in the case of complex medical systems, it is crucial for manufacturers to address and mitigate risks for human errors throughout the development process since they can increase the more complex a technical system becomes (Hyman, 1994). Product usability is becoming increasingly important throughout the development process Figure 1: Usability Engineering Activities in Medical Device Development of medical devices in order to design efficient, effective, and safe systems. Theoretical Positioning Therefore, manufacturers also have In literature, usability engineering is decoded into a method that if applied to understand the clinical setting in guarantees highly usable products, in theory. Nielsen (1993) describes five which their systems will be placed if attributes that are to be considered throughout product development since they they want to minimize the potential are crucial for a system’s usability. These include learnability, memorability, errors that can occur when the efficiency, low error rate, and satisfaction. The higher a system scores on devices are applied in practice due these dimensions, the better its usability. In practice it becomes more difficult to human failure, system error or the to implement usability engineering in a systemic way that considers all of interaction of both (Kohn, Corrigan the usability dimensions proposed. One of the reasons is the involvement of and Donaldson, 2000). different disciplines in the product development processes and the resulting tension between competing product dimensions because «each group RESEARCH QUESTION concentrates on a single dimension rather than looking at the whole user Product usability is given much experience» (Quesenbery, 2004, p. 89). According to Quesenbery (2003, 2004), attention in healthcare and medical the five usability attributes can and even should have different importance device development. There are and weight when defining a product's design requirements. Depending on international standards about usability the system’s application and the context it is placed in, some of the usability engineering manufacturers of medical attributes need to be prioritized. Furthermore, people interacting with systems systems have to comply with in order have individual needs, capabilities, and preferences, which can have an impact to minimize potential use errors on the perceived usability of a given design. of the future product. Therefore, usability is considered as important Since in the practical case, the system is very complex and embedded for operators’ and patients’ safety in the context of healthcare, it remains to be seen to which extent these foremost. However, in literature the «universal» usability guidelines apply. Research conducted by Gabbard et al. concept of usability encompasses (2003) provides a first idea about the applicability of usability engineering more variables, including how throughout the development of complex systems. The process described a subjectively pleasing a product is for method that includes task analysis, expert evaluation, scenario-based user a user and what the resulting user evaluation, and final evaluation of the completed system. This approach experience is. It remains unclear to potentially enhances the usability engineering process within healthcare, which extent this broader concept making it less cost- and time-intensive while increasing its applicability and of product usability is applicable for benefits for manufacturers of medical devices. medical systems that are operated in a clinical setting. Therefore, the In healthcare, it needs to be considered though that patient safety is at the research project strives to answer the core of any activity when patients are exposed to medical devices in a clinical following questions: setting. Therefore, companies developing medical devices consider safety and
23 «What are the factors that constrain or foster usability engineering processes throughout the development of complex medical devices?» «How can usability engineering processes be managed to ensure that the market-ready system is consistent with its intended usability?»
RESEARCH METHOD AND NEXT STEPS Since I am basically working in the case to be studied, ongoing observations are the main method to get a better understanding about the internal development process, the different disciplines involved, as well as their way of thinking and working. I am part of the development team, which means I am not detached from the conversations and knowledge creation processes, which makes me an action researcher – actively shaping the current situation that is being researched. These methods relate to the investigation of internal processes and getting an understanding of how usability processes are and could be approached. At some point it will become useful to also compare the usability approach in the MR-Linac project with that of other development processes in order to make a comparison study and bring in expertise from the outside into the current and/or future development projects within Philips MRI Therapy department.
KEY REFERENCES Gabbard, J. L., Hix, D., Swan, J. E., Livingston, M. A., Höllerer, T. H., Julier, S. J., Brown, D. and Baillot, Y., (2003). Usability engineering for complex interactive systems development. Proceedings of Human Systems Integration Symposium 2003. Engineering for Usability. June 23-25, 2003, Vienna, VA. Hyman, W. A., (1994). Errors in the use of medical equipment. In: M.S. Bogner, ed. 1994. Human Error in Medicine. Hillsdale, NJ: Lawrence Erlbaum Associates Inc., Ch.15. Kohn, L. T., Corrigan, J. M. and Donaldson, M. S., eds. (2000). To Err is Human. Washington, DC: National Academy Press. Nielsen, J., (1993). Usability Engineering. Burlington, MA: Morgan Kaufmann. Quesenbery, W., (2003): Dimensions of Usability. In: Albers, M. J. and Mazur, M. B., ed. 2003. Content and Complexity: Information Design in Technical Communication. London, UK: Routledge, pp. 75-94. Quesenbery, W. (2004). Balancing the 5Es: Usability. Cutter IT Journal. 17 (2), pp. 4-11.
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marzia@desmanetwork.eu
MARZIA ARICÒ
Marzia Aricò has a multidisciplinary background with a BA in Industrial Design in Italy and an MA in Innovation Management in the UK, both achieved with distinction. She has always been passionate about the effect of design thinking on innovation processes, working as «bilingual facilitator» between business practitioners and academia to help produce productive friction. During the last four years she has been mainly working with Fortune 500 corporations, helping over 60 organizations across 21 different industries researching and exploring the Future of Work through collaborative
intelligence. Here in the role of Head of Innovation and Design, she has been researching, envisioning, investigating and visualizing future scenarios through an in-depth exploration of the evolution of society, culture, technology, resources and demography. In this role she has also co-designed the tools and methods for collaborative research to happen both face-toface and online. Her career has also seen her working closely with ICT startups and in particularly with a People Accelerator programme in north of Italy. Here, as Innovation Consultant, she has been advising on future directions to take for a successful programme, to meet the goal of creating 103 start-ups in 4 years. In October 2013, Marzia joined the DESMA programme in Oslo partnering with the service design firm Livework.
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IMPACTING BUSINESS THROUGH DESIGN The current economic and social demotivated employees, and missed opportunities for new value creationÂť environment has put businesses under (2012, p.XIV). conditions of extreme uncertainty. Richard Florida calls it the Great It quickly becomes clear that at the heart of a resilient organization, that is Reset, which is not simply a crisis able to thrive in such context, are people: customers and employees. So what that represents a cycle, but a are the tools, practices and process needed to build an organization that is broad, fundamental transformation adaptable to fast change, able to respond and anticipate customer needs, and of the recent economic and social apt at engaging its employees? order (2010, p.5). This reset brings a tornado of change, which is Service design thinking, being a people centred approach, has the potential to unprecedented in terms of its speed provide the tools for organizations to bring customer experience at the heart and magnitude. Over time, this of their business, and a way to engage at best their employees. It provides a scenario is producing a shift from unique holistic view of the totality of interactions a service is constituted of, an industrial to a service economy, offering an intentionally designed experience of the organization (Julier et al., which is mainly driven by product 2009, p.158). The service design approach represents the potential to achieve saturation, information technology business sustainable growth, in such a challenging context. and urbanisation (Gary, 2012, p.16). In this environment organizations need to rethink their structure, the way they operate, and what and how they deliver to customers. Organizations are designed for and within the industrial economy, and they are not prepared to face the new set of challenges that the service economy is presenting to them. Businesses find themselves in a fast-paced and connected world, where customers share globally their dissatisfaction over any service Figure 1. Status quo. or product that do not meet their expectations. As Dave Gary observes, The figure above represents the status quo. At the centre there is a growing the ÂŤexpired ways of organizing tension between organizations and customers, between what customers expect, often results in unhappy clients, and what organizations actually deliver. Businesses are struggling to deliver
26 the experience customers expect, leaving them frustrated, with the ultimate consequence of often loosing them in favour of the competition.
while 40% did not, they simply disappeared (2009, p.2). Those that survived can be classified under two Historically, this growing tension has been tackled through an analytic different typologies. Those who just business approach that certainly is able to provide solutions that can be set survival as their primary goal implemented within organizations, but has a very narrow understanding of waiting for the storm to pass, and customers and employees, their behaviours, expectations, and emotions. On those that managed to thrive while the other side service design has recently started to provide solutions based surviving, managing to turn adversity on an in-depth understanding of people, but with a narrow awareness of into an opportunity. Gulati’s research how organizations actually operate, and what they can absorb in terms of suggests that the former are built solutions. around an «inside-out» mindset, while the latter operate on the base of an «outside-in» mindset. The main difference resides in the strategy they choose to adopt. The first group have a narrow understanding of their customers; they simply choose to push their existing products/ services portfolio. The second group have customers at the heart of their Figure 2. Proposal. strategy, delivering creatively on the base of market opportunities. So far several scholars and practitioners have explored the potential of the The second group result to be far service design approach to solve pressing organizational challenges, but there more resilient than the first one. is still a general lack of studies on its implementation within organizations, The «outside-in» approach enables and above all lack of clear data to showcase its real impact on business. organizations to be adaptable, f lexible, and responsive to market BACKGROUND AND THEORETICAL POSITIONING shifts. Gulati’s research clearly shows This research places itself into a multidisciplinary space between traditional that being close to customers, plays service design theory, organizational design, and behavioural economics. an important role in being ahead of Following are the key concepts behind this research project, and a brief the curve. This research will explore description of the practical context. how the service design approach can help organizations to implement the The tension between Organizations and Customers outside-in mindset in practice. In the year 2000 Clark et al. argue the need for alignment among all the different stakeholders involved in the creation of the service concept: different Users vs. Customers corporate functions, employees and customers (p.74). This is needed in order There is a fine line between the to «minimize the gap between expectations and service delivery» (Golstein et definition of users and customers. al., 2002). This tension, which is still strongly present in any business across These two words are often considered different industries, will be investigated in detail to understand its nature and interchangeable, but they are causes. The key perspective of this research will be not only to understand actually profoundly different. A the problem behind the tension, but also to identify where it sits inside the «user» is anyone who uses your organization, to be able to design a solution that can be absorbed by the product or service. A «customer» is business. This understanding will inform the creation of the model that this anyone who pays for your product research is aiming to build. or service. Designers are trained to observe reality, to understand Outside-in mindset the «user». Designers are experts In his Reorganize for Resilience, Ranjay Gulati presents a compelling on users experience; they need this overview of the kind of uncertainty organizations find themselves in, and in-depth knowledge in order to the consequences that this produces. His research shows that during the last design superior customer experiences. three recessions on average 60% of companies survived to the downturn, Businesses on the other side know
27 a great deal about customers, those who make them money. Virtually any business collects data from their customers profile, usage, satisfaction, etc. A huge set of data that rarely organizations know how to use at best, and that as it stands says very little about their customer experience. Designers know how to understand and react to people’s needs intuitively; businesses know their customers based on data and measurements. The overlap between this two worlds could create the conditions for businesses to not only be able to react promptly when needed, but also to be proactive and strategic, to anticipate and avoid possible failures and critical points. Background During the last 10 years Livework, the first service design firm in the world, has developed a set of tools to help organizations to understand their customers, in order to create increasingly better customer experiences. During this period Livework managed to develop an extensive library of tools and a framework of reference, which could be used to create a larger impact over businesses overhaul. As partner in this research project, Livework will cooperate sharing the tools, framework, and methodology they developed, and providing the arena to test the model that this research project is aiming to provide.
RESEARCH QUESTIONS 1. How can the service design approach be implemented in business strategy? 2. What is the right model to create a shared service concept between the organization, employees, and customers? 3. Is it possible to measure its real impact on the business?
RESEARCH METHOD AND NEXT STEPS This research will initially make use of an experimental, interpretative and ref lexive approach, inspired by the work developed by Marcus Jahnke (2013). The starting point of this research will be an empirical study that will be related to a critical investigation of concepts and methods used in the design management theory, in search of a framework for interpreting the interventions (2013, p. 45). Experimental – a number of pilots will be actively set up with three organizations from different industries (Telecom, Financial Services, and Energy). This approach aims at instrumentally opening up many possibilities rather than verifying an already defined assumption or understanding. Having three different sectors involved will provide valuable cross-sector benchmarking data. Interpretative – in such experiments the researcher will play the role of coach, having the possibility to collect data and critique the results in order to inform the creation of the model. Ref lexive – the material and data collected will be used to then pivot the model and inform an iterative approach. Following this approach the researcher will be immersed in the environment as an experienced practitioner, creating the possibility of «drawing on experience to see the situations under study, and established theory in the area, in a new light» (p. 58).
KEY REFERENCES Anthony, S.D. (2012). The New Corporate Garage, Harvard Business Review Press Clark, G., Johnston, R., Shulver, M. (2000). Exploiting the service concept for service design and development, Sage Publications Freed, L. (2013). Are You Listening to Your Most Important Customers? Harvard Business Review Blog Georges, A., Romme, L. (2003). Making a Difference: Organization as Design, Organization Science 14, 558-573 Goldstein, S. M., Johnston, R., Duffy, J., Rao, J. (2002). The service concept: the missing link in service design approach? Journal of Operations Management 20, 121-134 Gray, D. (2012). The connected company, O’Reilly Media Gulati, R. (2009). Reorganize for resilience, Harvard Business Press Jahnke, M. (2013). Meaning in the making, University of Gothenburg Julier, G. and Moor, L. (editors) (2009). Design and Creativity: Policy, Management and Practice. Oxford:Berg, pp.157-173. Polaine, A., Løvlie, L., Reason, B. (2013). Service Design, Rosenfeld Media Visser, F.S., Stappers, P.J., van der Lugt, R. (2005). Contextmapping: experiences from practice, CoDesign
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veronica@desmanetwork.eu
VERONICA BLUGUERMANN
Veronica Bluguermann was born in Buenos Aires, Argentina in 1980. She graduated as Industrial Designer in 2006 from the University of Buenos Aires. She started working during her studies in different design agencies, developing products such as: furniture, electronic devices and packaging. For the lapse of two year she was assisting and teaching in morphology classes. The last working experience in Buenos Aires, took place at the Metropolitan Design Museum, a public institution, where she was part of a research team. In 2009, she enrolled in the MA in Industrial and Strategic Design at Aalto University, School of Arts, Design and Architecture. Several Internships, in Finland and abroad, gave her expertise on Service Design.
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COLLABORATING THROUGH DESIGN TO FRAME CITIES' COMPLEX PROBLEMS City governments are in charge of organizing sanitation, utilities, land usage, housing, and transportation. Since the Industrial Revolution cities have faced problems in urban planning related with clear cut goals as paving the street, housing, solving dread diseases. Today, about half of the world’s population live in cities, driving municipal governments to face problems of increasing complexity, such as ageing population, global warming, poverty and education. These kinds of problems are inherently different from the problems that scientists and perhaps some classes of engineers deal with. Planning problems are inherently wicked. As distinguished from problems in the natural sciences, which are definable and separable and may have solutions that are findable. Therefore, governments are in great need for new approaches to tackle city challenges..
Citymart provides an innovative approach to accelerate the process of solving urban and social challenges. Since 2009, they run a program to connect solution providers with decision-makers in cities around the world. Through the program Call for Solutions, Citymart offers cities the possibility to open up their challenges to the public in order to attract solution providers from around the world. According to the company data, the benefit of this open process is that cities are able to acquire business intelligence which reduces the cost of R&D needed to develop a solution from scratch and often to reinvent the solution that have been already implemented somewhere else. One of the main challenges in this process of helping cities finding solutions is to identify the problems the city needs to address. In addition to the complexity of problems, there is a lack of tools in the public administration for this purpose. Governments see the potential of using Information and Comunication Technology (ICT) to improve the service offered to citizens, increase transparency and accountability, among other benefits. For example, governments are using crowdsourcing platforms to reach out to citizens who are willing to provide insights on problems that need to be solved. However, the great potential of the new models of participation in decision-making is still not fully understood. This research aims at exploring ICT platforms for bringing collaboration in the identification and framing of cities challenges. This research project is based on case studies emerging from the action research process, understood as a research embedded within the process of design. This essay summarizes
30 the activities conducted during the first cycle of the research process. Finally, a framework for challenge framing is presented which will guide the future design experiments driven with design methods for exploring, generating and evaluating concepts.
design problem» or «dealing with a problematic situation». There is an uniqueness of the design approach for problem-solving. Hatchuel (2002) identifies three main characteristics: 1) design situation includes the (unexpected) expansion of the initial concepts in which the situation is BACKGROUND AND initially framed 2) design situation THEORETICAL POSITIONING requires the design and use of The focus of this research is based «learning devices» in order to get to on exploring means for identification a solution. They include experiments and definition of social and urban and simulation techniques, and 3) problems in cities. The nature of in designing, the understanding and these problems has changed in the designing of the social interactions is last decades. Planning, during the part of the design process itself. As industrial age, was dominated by the Louis Bucciarelli, states: «Design pervasive idea of efficiency; a process is fundamentally a social process» of designing problem-solutions that ref lecting the strong approach in might be installed and operated design towards involving users or cheaply. It was fairly easy to get stakeholders in the design process. consensus on the nature of problems, Participatory Design (PD) is a design so we could rely upon the efficiency practice that involves different expert to diagnose a problem and non-designers in various co-design then solve it (Webber & Rittel, activities throughout the design 1973). However today, municipal process (Sanders, Brandt, & Binder, governments are facing challenges 2010). By non-designers we refer of increasing complexity, such as to potential users, other external globalization, ageing population, stakeholders and/or people on the or climate change. These so-called development team who are from «wicked problem», are a «class of disciplines other than design such as social system problems which are those in marketing, engineering, sales, ill-formulated, where the information etc. However, one of the constrains of is confusing, where there are many Participatory Design is that it lacks clients and decision makers with methods for large scale projects, as conf licting values, and where the required in the Public sector. In order ramifications in the whole system are to address this challenge, online thoroughly confusing.» (Rittel, 1967) platforms have the potential to reach In the process of tacking wicked out the critical mass and engage them problems, one of the most intractable in new ways of creation. problems is that of defining problems (of knowing what distinguishes an This new model of collaborative observed condition from a desired creation has appeared under many condition) and of locating problems names, including peer production, (finding where in the complex causal user-powered systems, user-generated networks the trouble really lies) content, collaborative systems, (Webber & Rittel, 1973). This is community systems, social systems, what Dorst (2006) pointed out as an social search, social media, collective amusing description of what confronts intelligence, wikinomics, crowd designers in every new situation wisdom, smart mobs, crowdsourcing, in the process of «approaching a and human computation (Doan,
Ramakrishnan, & Halevy, 2010). It is a form of collective action that occurs when large numbers of people work independently on a single project, often modular in its nature. Such projects typically take place on the Internet using social software and computer-supported collaboration tools such as wiki technologies. Thus, this research aims at addressing the following research question:
RESEARCH QUESTION How can Design Methods facilitate collaborative creation in identifying and framing city challenges, with the use of ICT platforms?
RESEARCH METHOD AND NEXT STEPS The research process is based on action research, understood as a research embedded within the process of design. According to Swann (2002), it is a practical research methodology that usually is described as requiring three conditions to be met. First, its subject matter normally is situated in a social practice that needs to be changed; second, it is a participatory activity where the researchers work in equitable collaboration; and third, the project proceeds through a spiral of cycles of planning, acting, observing, and ref lecting in a systematic and documented study. The first cycle of the action research process explored the research context with an ethnographic approach in order to ref lect and frame the research problem. Following, is a summary of the key activities conducted in this period followed by a framework for identifying and framing challenges, which will guide the future design experiments. 1 - Empathizing I started with an ethnographic approach to gain understanding on
31 Citymart services and process for creating and delivering the services. I on the possibilities of using online spent 5 months working with the development team in charge of developing participatory design methods for the online platforms and 3 month working as a sales representative with the challenge framing in cities. City Department in charge of engaging cities in the program. In addition, I conducted individual interviews with Citymart team to unveil their experience of offering a service and gain insights on their general belief and opinions. KEY REFERENCES Dorst, K. (2006). Design Problems From the interviews with the research team I noticed a gap between the and Design Paradoxes. Design Issues, researcher’s appreciation of a solution and the experts or juries who later in 22(3), 4-17. the process evaluate those solutions. Therefore, I analyzed the data collected Hatchuel, A. (2002). «Towards Design by Citymart online platform to analyze how juries evaluated solutions. This Theory and Expandable Rationality: different way to assess the value of a solution could be explained by the The Unfinished Program of Herbert different knowledge and expertise of the juries compared to the researchers Simon,» Journal of Management and at Citymart. Moreover, it could also ref lect the different interpretation of Governance 5:3-4. the problem the city is addressing. This different interpretation of a problem Rittel, H. W. (1967). «Wicked ref lects the complexity of the challenges and the different set of knowledge Problems,» Management Science, and expertise needed to understand the problem. Therefore, I decided to (December 1967), vol. 4, no. 14, explore the possibility of collaboration in defining a problem and finding B-141-42. solutions for the problem. Sanders, E. B., Brandt, E., & Binder, T. (2010). A Framework for 2 - Exploring research topic areas - Design Methods Organizing the Tools and Techniques I facilitated two sessions with the researchers' team to explore collaboration of Participatory Design. in their research process using a diverse range of online platforms. One of the Swann, C. (2002). Action Research sessions had also the intention to explore a user-center perspective on their and the Practice of Design. Design process. This experience led me to ref lect on the possibly of collaboration for Issues, 2 (1998), 63-66. identifying and defining the cities’ problems, one of the fundamental steps in Webber, M. M., & Rittel, H. W. (1973). Citymart process. Dilemmas in a General Theory of Planning. Policy Sciences, 4 3 - Framework for cities challenges formulation (December 1969), 155-169. The first loop of the action research process concludes with the challenge framework, a model that will be used to guide the future design experiments. The first column of the framework describes the steps of problem framing, while on the top row are described the different participation models based on grouping network of stakeholders. The Closed group is formed only by city officials; the limited model refers to teams of experts ( juries, organizations and Citymart employees); and finally the open model involves citizens. Challenge definition stage / Definied by Problem identification
Closed
Limited
Open
Internal process in the municipality for spotting problems
Use of the experts knowledge to collect problems
Rating
A city manager evaluates and selects the most pressing problems The city defines the criteria
The experts select the most pressing problems The experts define the criteria
A city manager describes the challenge Across city departments
The experts describe the challenge
The community provides insights on problems they have identified in their surroundings. The community selects the most pressing problems The community helps to provide insights on the problem community describe the challenge
Among city network
to the world
Framing / Scoping Describing Sharing
This framework maps different scenarios to be addressed in the design process. In the future steps, I will conduct design experiments by combining different stages of problem definition with the closed, limited or open models. It is expected that the outcome of these experiments will provide knowledge
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After receiving his Bachelor’s degree from the University of Wisconsin-Milwaukee, Andrew began his professional career as a graphic designer at the Milwaukee Art Museum. Driven by a desire to understand what makes designers tick, he chose to pursue a Master’s degree at North Carolina State University, a program focused on design research and pedagogy. At NC State he gained experience with design theory while practicing approaches for interaction design, service design and strategic design. Andre's Master’s thesis attempted to bridge the gap between design practitioners and «non-designers» through a system of digital and physical design tools that could support university-level students engaging in public service projects with their local communities. Through the DESMA program, Andrew is working with the Swedish design consultancy Veryday to investigate ways to create positive change in complex situations within organizations and communities. His current work revolves around a co-design project that reaches out to «lead users» as partners in product innovation. Using an experimental approach, the project team has explored tools and formats to foster participatory innovation through creation and dialogue. In the next stages of his research he aims to develop design experiments for collaborative meaning making within organizations. andrew@desmanetwork.eu
ANDREW WHITCOMB
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DESIGN METHODS AND COLLABORATIVE EXPLORATION
The concept of method has played a critical role in the development of design research and professional design practice. Across many fields of research, the term «method» stands for a clearly described procedure that enables researchers to compare and validate results across space and time. However in design, where novelty is a principle concern, methods for repeatability may be unnecessary or even undesirable (Cross, 2010). Yet both professional practitioners and academic researchers have called upon design methods to address complex challenges facing contemporary society. The growing interest in designerly approaches to working highlights a need to understand how people with different professional backgrounds, perspectives, and personalities participate in design.
supporting stakeholders with diverse backgrounds in the collaborative exploration of meanings around experiences in organizations and communities.
BACKGROUND AND THEORETICAL POSITIONING
«Design methods« have a storied history in the development of design research. Additionally, methods have received a great deal of attention The role of personal experience, as well as the complex social and political in professional design, with several aspects of design work, challenge a view of design methods as procedures for prominent firms and academic achieving effective design (Schön, 1995). In short, the people who participate programs publishing toolkits and in designing play an essential role in shaping design outcomes. As a result an method catalogues in recent years increasing amount of research has focused on activities of co-creation and (Hanington and Martin, 2012; Kumar, co-design. Co-design practitioners open up the design process by actively 2012). My investigation builds involving the stakeholders of a product to explore possibilities for future on historical and contemporary artefacts, services, and even experiences. Yet, alongside the growth of codevelopments in design research and design, even more tools and methods have emerged to support its development practice. In particular, three arenas and practice. of theory provide a foundation for my work: the history of methods As designers look for ways to effectively engage complex systems and in design, prominent themes in the networks of stakeholders (Krippendorff, 2006), methods appear positioned aims of methods, and the relationship to play a continued role in how people understand, learn, and practice between pragmatic inquiry and design. Beginning with my participation in a professional project, the design. Lead User Innovation Lab, my research investigates the practice of design methods in collaborative efforts. In particular, I focus on possibilities for
34 The first arena relevant to my work focuses on the debate over «methods» in design, as well as the practical descriptions of methods in professional design. Discussion of methods in design date back at least to the Bauhaus in early 20th century, however methods as a formal area of research in design began with the «design methods movement» that took place in two generations during the 1960s and 1970s (Cross, 2010). The two generations of design methods emphasize different aspects of method. During the first generation, design methods scholars described clear, and often rational, steps for engaging complex problems. Moving into the second generation, however, scholars started to view problem-solving as a process based on personal knowledge, where the inquirer iterates through framing experiments, continually setting a problem and testing it (Schön, 1995). Viewing design as ref lective-practice emphasizes personal experience and intuition, leaving little or no room for a procedural approach of design by method. Methods persist in contemporary design, often through the practical need to establish a point of focus for collaborators. For instance, leading scholars in Participatory Design describe method as «a combination of tools, toolkits, techniques and/ or games that are strategically put together to address defined goals within the research plan» (Sanders et al., 2010). As such, design methods can be seen as a way to assist researchers and professionals in deliberately and rigorously exploring the past, present, and future of people’s lives. Reviewing the history of methods in design reveals four themes, providing
a basis for examining methods in contemporary design practice and research. Presented here as separate areas that evolved over time, these themes blur together in practices as designers constantly jump between describing the present and imagining the future. Specifically, methods in design appear to support four general aims: manage complexity, engage participants, understand context, and explore possibilities. The first theme in design methods emerged from insights revealed through ergonomics and human factors research. Recognizing that products should conform to the structure of the human body, designers to seek an understanding of the impact of their final designs on the people that use them. Contemporary designers often explicitly adopt a «user-centered» perspective, utilizing methods such as contextual inquiry that aim to uncover and align with more than human anatomy, but to how people experience diverse contexts in daily life.
of technology, Participatory Design researchers in the 1970s began developing methods for working with people who do not have design training. Additionally, moving away from direct collaboration, designers have also engaged participants through probes that provoke inspirational experiences and materials for design (Gaver et al., 1999). The final theme prominent in design methods involves exploring possibilities. Exploration appears prominently throughout the design process, often in the form of prototyping. Through a process of continual learning, prototyping utilizes iterative testing to simultaneously explore and discover problems and solutions (Cross, 2010). In the end, exploration plays a role in each of the previous themes, as designers learn-by-doing in the openended situations in which they work.
Finally, pragmatist inquiry serves as both a way to articulate the activities of collaborative design, and provides a foundation for my research approach. In particular, A second theme revolves around the pragmatist ideas of experience methods for managing complexity, and abduction support a designerly which emerged with the recognition approach to research. Personal that the objects of design exist experience is the basis for inquiry, as as parts of systems (Jones, 1970). people «move back and forth between In order to manage the complex practices (primary experiences) and relationships of systems, designers ref lections (secondary experiences) to started to employ methods that develop practical knowledge» (Steen, map the connections and networks 2013). Secondly, abduction represents surrounding a design situation. the intuitive leap that all people make Nowadays mapping serves as an when trying to learn about the world, important tool for externalizing concepts held by designers, end-users, a process that I emphasize in my work through the deliberate use of creative and other stakeholders. experiments. Thirdly, designers have incorporated methods focused on including diverse Design methods today emerged out of the evolution of design research stakeholders in the design process. and practice. The four major themes Guided by democratic ideals and a identified in the development of notion of people as «skilled users»
35 design methods provide clarity regarding the diverse aims methods support in design. Finally, rather than an entirely rational or systematic process, pragmatist notions of experience and abduction in inquiry provide an underlying foundation for design research that spans tools, methods, and approaches.
RESEARCH QUESTION Rather than attempting to nail down specific questions from the very beginning of my research, I have chosen a more open approach to investigating my topic by first experiencing design methods in practice. Still, a few general questions have guided my conversations, actions, and attention: • How are design methods defined in professional design practice? • How do design methods relate to the methods of other disciplines? • What tools can support the effective use of design methods by nondesigners?
a position in practice supports my approach through ongoing experience and dialogue with my colleagues about the situations we encounter related to design methods. By embracing my position in professional practice I have opened my methodology to overlap with the methodology of the project in which I am participating, the Lead User Innovation Lab (LUIL). A collaboration among three organizations (a research institute, an international corporation, and Veryday, where I am positioned) the LUIL has brought together a multidisciplinary team to explore how to, «provide improved conditions for external actors to create innovations by companies and other organizations actively open up their innovation processes and to develop greater skills and scheme on methods for working with lead users in Sweden» (translated from original Swedish). Participating with the project team of the LUIL, I have conducted several small experiments that serve as a foundation for the more nuanced investigation into design methods in the next stages of my research. After summarizing and ref lecting with the project team, I plan to collaborate with another member of the DESMA network to develop design experiments informed by my theoretical framework that investigate the organizational design of social enterprises.
KEY REFERENCES
Cross, N., (2010). Designerly Ways of Knowing, Softcover reprint of hardcover 1st ed. 2006. ed. Springer. Gaver, B., Dunne, T., Pacenti, E., (1999). Design: Cultural probes. interactions 6, 21-29. Hanington, B., Martin, B., (2012). Universal Methods of Design: 100 Ways to Research Complex Problems, Develop Innovative Ideas, and Design Effective In addition, some concerns guiding Solutions. Rockport Publishers. my study of design methods are: collaboration, complexity, democracy, Jones, J. C. (1970). Design methods: seeds of human futures. WileyInterscience, London. exploration, and learning. Currently Koskinen, I., Zimmerman, J., Binder, T., Redstrom, J., Wensveen, S., (2011). I am narrowing my focus to address Design Research through Practice: From the Lab, Field, and Showroom. a more specific area within the topic Elsevier. of design methods that connects my Krippendorff, K., (2006). The semantic turn: a new foundation for design. experience with my concerns as a CRC/Taylor & Francis, Boca Raton. researcher. Kumar, V., (2012). 101 design methods: a structured approach for driving innovation in your organization. Wiley; (John Wiley [distributor], Hoboken, N. RESEARCH METHOD AND J; Chichester. NEXT STEPS Sanders, E. B.-N., Brandt, E., Binder, T., (2010). A framework for organizing My research follows an exploratory the tools and techniques of participatory design, in: Proceedings of the 11th approach that utilizes methods as a Biennial Participatory Design Conference, PDC ’10. ACM, New York, NY, means for shifting perspective and USA, pp. 195-198. learning in response to my research Schön, D. A., (1995). The ref lective practitioner: how professionals think in question. Thus far, two approaches action. Arena, Aldershot (England). closely align with my investigation: Steen, M., (2013). Co-Design as a Process of Joint Inquiry and Imagination. «action research» and «constructive Des. Issues 29, 16-28. research» (Koskinen et al., 2011). As in action research, collaboration is an essential part of my inquiry. Holding
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Ulises Navarro Aguiar is a researcher and doctoral student working at the intersection of design and strategy at the Business & Design Lab of the University of Gothenburg. He is currently conducting research within Volvo Group and is part of DESMA, the European Design Management Research Network funded by the European Commission’s Marie Curie Actions FP7. Ulises is a holder of a Bachelor’s degree in Industrial Design from ITESM in Mexico and a Master’s degree in International Business and Design Management from a joint programme between the University of Salford in the ulises@desmanetwork.eu UK and Euromed Management in France. Prior to coming to Sweden, he was working as a service designer with Nekoé, a service innovation agency located in Orléans, France. As part of his work there, he was responsible for the design of Umagus, a strategic digital platform aimed at facilitating service innovation processes in organizations. Previously, in Mexico, Ulises collaborated with CEMEX Research Group in projects related to innovation and serious gaming.
ULISES NAVARRO AGUIAR
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STRATEGIZING IN/FOR/BY DESIGN: A PRAGMATIC VIEW We are living in exciting times for design at large. In recent years, the concept of «design thinking» took business by surprise and started a very enriching conversation about the role of design in organizations. It accelerated the already-in-progress shift from design as a function in product development, toward design as strategic asset for firms. Today, discourses in design management mostly revolve around strategy and innovation. However, most research linking design and strategy adheres to either one of these two streams: on the one hand, orthodox views in strategic management which lock design into limited managerial frameworks; and on the other, the «design thinking» discourse which encourages the idea of using a designerly way of thinking in strategy development, abstracting design work into a set of principles or methods, but ultimately lacking a critical perspective rooted in practice. The intent of this research work is to provide a richly textured account of the interrelation and interdependence between strategizing and designing, and the politics associated with this relationship in the organizational context. As I engage in this journey, I will be seeking to avoid taking for granted conventional wisdoms. Instead of assuming that design strategy is a ‘thing’ and exploring it based on a straightforward conceptual definition, this study stands for a broader conceptualization of what design strategy could be. This study will explore the emergence of design strategy at Volvo Product Design by looking at practices, and adopting a pragmatic ethnographic approach.
BACKGROUND AND THEORETICAL POSITIONING In recent years, discourses about the strategic importance of design have been emerging. This occurrence is not restricted to specialized design management literature, as innovation management journals (see Erichsen & Christensen, 2013) and management journals of more general orientation (see Stigliani & Ravasi, 2012) are also recognizing the impact of design on business. This trend indicates a clear shift in roles from design as a function in product development, toward design as strategic asset for firms. According to Kim and
38 Chung (2007), there is a «tendency to emphasize the importance of strategy in design management as a way of improving design’s contributions» (p. 45). Clearly, there has been a pronounced change in the literature from product-centred to strategycentred discourses.
strategy could be.
RESEARCH QUESTION
How does design strategy emerge? This study will explore the emergence What are the implications for the of design strategy at Volvo Product organization? Design by looking at the field of practices through a pragmatist lens. RESEARCH METHOD AND This study presupposes that strategy NEXT STEPS does not exist independently of a This research project is a monograph set of practices. Hence, the object thesis. Since the emphasis of the This advancement in the strategic strategy is not the starting point of study is on practices and experience, standing of design has been tied this inquiry, but rather the practices a qualitative approach has been to the debated rise of «design that unfold in the organizational chosen. A researcher adopting a thinking», in conjunction with the context, which are associated with pragmatist perspective is expected growing inf luence of international this word. Strategy as an object of to interact with the world as he has design consultancies (e.g. IDEO, analysis can only be explained by an active role in the constitution of frog, Continuum), which have what went into its making (Carter, reality. The notion of the detached stepped into the realm of strategy Clegg & Kornberger, 2009). Such and inert observer is negated. Thus, consulting, adopting more creative conceptualization moves strategy a researcher’s personal experiences roles in the formulation of strategy for making closer to organizing. and insights are central to meaningcorporate clients, including «strategy Furthermore, a focus on practices making processes in the social setting visualizers», «core competency brings to the centre of the stage of research. Also, a pragmatic stance prospectors» (Seidel, 2000), and human activities and socio-material is concerned with «how» practice incorporating user knowledge and interactions that, while often invisible emerges in real-time rather than design research methods to enhance to traditional strategy research, «what» practices are in use (Simpson, strategic decision-making (Chatpar, can have significant consequences 2009). 2007). for organizations and the people who work in them (Johnson, Melin A focus on practice necessitates However, most research linking & Whittington, 2003). Indeed, appropriate methods to unpack design and strategy adheres understanding «practice» through meanings and the experiential to orthodox views in strategic the lens of pragmatist philosophy, dimension of social activity. management, locking design into offers a theoretical framework for Therefore, I have taken up a positivistic descriptions and lacking practice that is dynamic, emergent pragmatic ethnographic approach a critical perspective. Hence, the and socially agentic, bringing for this study. Ethnography is current strategic elevation of design together the habitual and creative rooted in the interpretive tradition, demands serious attention. Previous aspects of practice (Simpson, 2009), and was developed within the studies have failed to provide a and encompassing the aesthetic and field of anthropology in order to richly textured account of the experiential dimension of designing see the world through the eyes interrelation and interdependence and strategizing. of natives. Ethnography is not a between strategizing and designing, method in itself but an approach to and the politics associated with this Also, this study takes into account writing about and analysing social relationship in the organizational the highly politicized nature of the life, which draws from a range of context. Therefore, the intent of field of strategy in which power is an various research methods such as this research work is to provide underpinning component. Strategy observation, interviews, text analysis, this missing perspective, seeking is a political mechanism to change diary studies, visual methods to avoid taking for granted the state of affairs by structuring (Watson, 2011). It is characterized conventional wisdoms. Instead of conversations and calculations by a concern of finding out «how assuming that design strategy is a about the future (Kornberger, 2013). things work». Ethnographers aim «thing» and exploring it based on a As designers step into strategic to capture thoughts, beliefs, values, straightforward conceptual definition, conversations, providing their vision, and motivations of people in this study stands for a broader power struggles cannot be avoided. organizations, by immersing in the conceptualization of what design context, seeking also to understand
39 how these values and beliefs relate to action and how such agency shapes organizational practices (Llewelyn, 2003). As an interpretive method, ethnography opposes the pragmatist position of non-dualisms of subject-object adopted for this study. What is more the experimental nature espoused in pragmatist thought are not compatible with the traditional ethnographic task of simply watching and talking to people in order to interpret the meanings they attribute to their situation. Research, in a pragmatic sense, is rather concerned with practical action and engagement in a co-constituting meaning-making process with other actors. So a «pragmatic
ethnographic approach» might sound like an oxymoron. However, many contemporary ethnographers have advocated for a «first-hand» understanding of the world by fostering participation in the research setting (Silverman, 2006), joining the pragmatist belief that we cannot study the world without being part of it. Moreover, some critical ethnographers have promoted an alternative project calling for the restoration of the epistemological and methodological connection between empiricism and experience, which resonates with pragmatist ideals (e.g. Jackson, 1989). This position rejects the subject-object duality of traditional ethnography. Therefore, my data collection, data analysis and writing will be guided by these methodological principles. In the short term, I will continue exploring the practices of the HMI-UX design team as they work on the anchoring phase of a new integrated HMI/ UX/service design strategy, currently in emergence at Volvo Product Design.
KEY EFERENCES Carter, C., Clegg, S. and Kornberger, M. (2009). A Very Short, Fairly Interesting and Reasonably Cheap Book about Studying Strategy. London: Sage. Chhatpar, R. (2007). Analytic enhancements to strategic decision-making from the designer’s toolbox. Design Management Review, 18(1), 28-35 Erichsen, P. G. and Christensen, P. R. (2013). The evolution of the design management field: a journal perspective. Creativity and Innovation Management., 22(2), 107-120 Jackson, M. (1989). Paths toward a clearing: Radical empiricism and ethnographic inquiry. Bloomington: Indiana University Press. Johnson, G., Melin, L. and Whittington, R. (2003). Micro strategy and strategizing: towards an activity-based view. Journal of Management Studies, 40(1), 3-22. Kim, Y. J. and Chung, K. W. (2007). Tracking Major Trends in Design
Management Studies. Design Management Review, 18(3), 42-48. Kornberger, M. (2013). Disciplining the future: on studying the politics of strategy. Scandinavian Journal of Management, 29(1), 104-107 Llewelyn, S. (2003). What counts as «theory» in qualitative management and accounting research? Introducing five levels of theorizing. Accounting, Auditing & Accountability Journal, 16(4), 662-708 Seidel, V. (2000). Moving from Design to Strategy: The Four Roles of Design-Led Strategy Consulting. Design Management Journal, 11(2), 73-79. Silverman, D. (2006). Interpreting qualitative data: methods for analysing talk, text and interaction. 3rd edition. London: Sage. Simpson, B. (2009). Pragmatism, Mead and the Practice Turn. Organization Studies. 30(12), 13291347 Stigliani, I. and Ravasi, D. (2012). Product Design: a review and research agenda for management studies. International Journal of Management Reviews, 14(4), 464-488 Watson, T. J. (2011). Ethnography, Reality, and Truth: The Vital Need for Studies of «How Things Work» in Organizations and Management. Journal of Management Studies, 48(1), 202- 217. Buchanan, R. (1985). Declaration by design: rhetoric, argument, and demonstration in design practice. Design Issues, 2(1), 4-22 James, W. (1912). Essays in Radical Empiricism. New York: Longmans, Green & Co Johnson, G., Langley, A., Melin, L., and Whittington, R. (2007). Strategy as Practice: Research Directions and Resources. Cambridge UK: Cambridge University Press Whittington, R. (2004). Strategy after modernism: recovering practice. European Management Review, 1(1), 62-68.
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marta@desmanetwork.eu
MARTA MORILLO Design-driven professional, passionate about design and hi-tech products, Marta has over 10+ years of international professional experience in SME’s and multinationals (Philips) as design responsible, project manager and product marketing manager. Involved in many international architectural and development projects (for Foster and Partners, Zaha Hadid Architetcs, OMA, Arup, Banco Santander, Grupo Once, several municipalities and other public and private entities) she has a sound knowledge of design management, product design, LED lighting, customization, and solid project management competencies, particularly in projects with a strong creative driver and highly innovative and technological requirements. Currently Executive PhD candidate at the department of Management, Economics and Industrial Engineering (Politecnico di Milano), Marta holds a degree in Engineering in Industrial Design (Valladolid University) and a postgraduate MA Design Management (Staffordshire University). Her research interests refer
to the role of design and technology in radical innovation (design-driven innovation, radical innovation, innovation management, design management, technology management, project portfolio strategy, open innovation) and the impact of innovation on businesses and firm’s governance models. As a DESMA research fellow, Marta currently works for the Italian furniture manufacturer Cassina (Poltrona Frau Group). Her research focuses on the dynamics between technology and meanings in radical innovation – including the analysis of how technology is influencing new lifestyles, domestic contexts and product languages, the valuation of technology’s potentiality for businesses in the creation of new scenarios and product systems, and its implications in organization’s strategies. Working with an industrial partner she also expects to find an intersection between academic and practitioner approaches, bringing quantitative and empirical analysis to design management and innovation research.
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INTERSECTIONS IN RADICAL INNOVATION My research project focuses on radical innovation of technology and meanings. More precisely the investigation will deepen in the interplay between these two dimensions of innovation, analysing the dynamics between technology and meanings and evaluating the impact that the exploration of radical innovations has in the way corporations plan, organize and manage innovation. The main objectives of the study are: • To investigate the dynamics between technology and meanings in envisioning radically new scenarios. Analyse how technologies are impacting sociocultural changes and disclose potential (and unexplored) opportunities of technology in the radical innovation of meanings. • To understand the practical impact of exploring radical innovations on firm’s governance practises, analysing the way that pursuing radical projects affects firm’s strategy and operations (product strategy, project portfolio, innovation management, resource or budget allocation) and ultimately create a model that help firms to integrate exploration of radical innovations in their daily core-businesses. Main related fields: Innovation Management, Radical Innovation, Design Management, Technology Management, Disruptive Innovation, Sense making.
BACKGROUND AND THEORETICAL POSITIONING Some companies focus on an incremental approach to innovation, while other firms seek for radical innovations. Highly reputed scholars suggest that radical innovation is a core source for sustained competitive advantage and the achievement of long-term innovation success (Christensen, 1997; Verganti, 2009; Garcia and Calantone, 2002; von Stamm, 2003). While conventional view of radical innovation mostly takes the lens of technology, there is a consensus among scholars on the idea that a novel technology may not suffice to radically innovate, highlighting the importance of exploring new dimensions and drivers of innovation searching for new applications and interpretations for novel technological discoveries and overcoming the barrier of the «dominant design paradigm» in order to successfully exploit
42 technologies and envision possible future scenarios (Christensen, 1997; Twiss, 1982; Kim and Mauborgne, 2005; Dosi, 1982; Verganti, 2009; Teece, 1986; Kim and Mauborgne, 2004 and 2005; McGrath and MacMillan, 2009; Turner and Topalian, 2002). Consequently, exploring the dynamics of technologies and meanings in radical innovation and understanding how firms access and combine these heterogeneous sources is critical for the management of innovation.
project: Cassina. Poltrona Frau Group) in proposing radical changes in socio-cultural models by creating products that change the way people see and value things.
RESEARCH QUESTION
Although the idea of radical innovation as a co-existence of technology and «something else» has been present in literature as earlier discussed, it is the interpretative dimension proposed by designdriven innovation which renders innovation in meanings particularly In parallel, during the past decades, relevant to the study of radical the increasingly relevance of design innovations. Technology epiphany to innovation has been recognized by seen as an intersection between scholars and practitioners (Verganti, technology and design, could 2009, Brown 2008; Von Stamm, thus be considered as the ultimate 2003; Tether, 2005; Lockwood, 2010). degree of radical innovation (see The strategic use of design has Figure 1). Exploring how companies demonstrated a significant impact to approach radical innovation driven by innovation excellence and businesses technology+meanings may bring new growth (Design Council, 2007; insights to the field, disclose potential Petersen, 2011; Tischler, 2011; Design opportunities to further pursue Council, 2005:18; Kootstra, 2009; unexplored paths to innovation, and Verganti, 2009). In this framework, ultimately help to formalise methods Design-driven innovation literature and processes in which companies (Verganti, 2009) proposes «meanings» may introduce radical innovation on as an essential element for innovation. technology+meanings and integrate it This emergent theory addresses within a downstream portfolio. the emotional and sociocultural connection to people’s values rather Possible research question #1: What than focusing on the traditional are the dynamics between Technology perspective of satisfying the operative and Meanings in Radical Innovation, needs of customers (Dell’Era and and how pursuing different Verganti, 2007). approaches to technology+meanings innovation affect the process and Radical innovation of meanings outcome of innovation? brings a completely new perspective to the field of innovation management, Possible research question #2: where the emotional, sociocultural, How can firms organize for the and interpretative dimensions of exploration (and later exploitation) how people give value to products of radical projects and how is this have been largely ignored, on impacting their governance models favour of features, performance and practises? How do they develop and technological value of products. a balanced portfolio of projects The theory relies on the success of that include exploration of radical design-intense firms (the case of the innovation? industrial partner for this research
Figure 1. Design Driven Innovation. Source: Verganti (2009)
RESEARCH METHOD AND NEXT STEPS The investigation is conducted at Cassina (DesMa’s industrial partner for this project), and for the time being, is planed as several case studies. I have been actively involved as a Project Manager in our UNIVERSE project (http:// www.carloratti.com/cassina-ouruniverse/), where I could analyse a contemporary phenomenon (an ongoing project) which suits with the case study method (Yin, 2009). The project has been the main source of empirical data during the first months of investigation. Main insights relate to the co-creation process between the firm and an unusual «outsider partner» [carlorattiassociati], in a project that ref lects on how future scenarios of living may be inf luenced by the technological era we are living. Other design case studies of more incremental scope are being analysed through last months. The level of involvement in these projects is lower, and I am acting mainly as an observant. These cases serve as to confront the insights and findings from data collected through the main case study with other projects within
43 the company, in order to identify and understand the differences that different project (and partner) typologies have on how companies manage innovation. The results are being triangulated with theory. So far empirical findings suggest important considerations with regards to the way innovation is managed at micro level (current unit of analysis: project) depending on the nature of scope of the project. Differences between «more traditional» design projects and explorative projects with high involvement of technology (main case) have an impact on how firm define strategic scope, plans project, select partners, manages resources/time/risk, or moves the ideas generated to further development and commercialization phases. Key implications are related to project governance (microlevel), transactional and relational mechanisms, and the role that firm and partner play from a collaborative innovation perspective (network of interpreters model). More over, the study revealed the problematic impact that explorative projects have on strategy, and the firm itself, suggesting that organizations need to adopt alternative project competences and governance practices towards innovation. At the moment, two directions are under consideration: - Stay at project level and analyse the different themes revealing a need for different approaches to innovation depending on project typology - Move the research to a macro-level in order to evaluate how organization can deal with hybrid (radical and incremental) innovation approaches
KEY REFERENCES Bessant, J., (2008). Dealing with discontinuous innovation: the European experience. Int. J. Technology Management, 42, pp.36-50. Christensen, Clayton M. (1997). The Innovator’s Dilemma. When New Technologies Cause great Firms to fail. Harvard Business School Press. US. Dell'Era, Claudio; Verganti, Roberto. (2007). «Strategies of Innovation and Imitation of Product Languages». Journal of Product Innovation Management; Nov2007, Vol. 24 Issue 6, p580-599. Donald A. Norman, and Roberto Verganti. «Incremental and Radical Innovation: Design Research versus Technology and Meaning Change», submitted to Design Issues Dosi, Giovanni (1982). Technologcal Paradigms and Technological Trajectories. Research policy 11, pp. 147-162 Garcia, Calantone (2002). «A critical look at technological innovation typology and innovativeness terminology a literature review». The Journal of Product Innovation Management 19, 110-132. Klotler, Philip and Keller, Kevin Lan (1997). Marketing Management. 13th ed. New Jersey, Pearson Prentice Hall. Kootstra, Gert L. (2009). «The Incorporation of Design Management in Todayʼs Business Practices». DME Survey. The Hague and INHOLLAND University. Rotterdam. Teece, D. J. (1986). Profiting from technological innovation: Implications for integration, collaboration, licensing and public policy. Research Policy, 15(6), pp. 285-305. Veryzer Jr., R .W. (1998). Discontinuous Innovation and the New Product Development Process. Journal of Product Innovation Management 15(4):30421. Verganti, Roberto (2009). Design-Driven Innovation. Changing the Rules of Competition by Radically Innovating What Things Mean. Harvard Business Publishing Corporation. US. Verganti, R. & Öberg, Å. (2012). Interpreting and envisioning. A hermeneutic framework to look at radical innovation of meanings. Industrial Marketing Management, pp. 1-10. Von Stamm, Bettina (2003). Managing Innovation, Design and Creativity. 2nd Ed. UK, John Wiley & Sons Ltd. Yin, Robert K. (2003) Case Study Research. 4th Ed. Sage. ISBN 978-1-41296099-1
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LIEN DE CUYPER lien@desmanetwork.eu the organization. Furthermore, she is interested in social and environmental innovation and the ventures that are set up around these kinds of innovation. Lien’s academic background is in In the context of the DESMA business engineering. She holds research project, she looks at a bachelor and a master degree the different dimensions in which from the University of Ghent in tensions following from having Belgium. Her DESMA position is at competing objectives come to Imperial College London where the surface. She is particularly she is part of the Innovation and interested in how social ventures Entrepreneurship group within design their organization in order the business school. She tends to to cope with both economic and focus more on the management social objectives. Her research side within the DESMA frame, question is as follows: How do taking organizational and social enterprises design the business model design as a organization in order to deal with starting point. By doing so, she the social-business tension? hopes to contribute to the She will use a qualitative attempt to bring the disciplines research method and conduct of design and management closer case study analysis to together. understand the underlying dynamics of the organizational More specifically, her research design in the context of social interests centre on the entrepreneurship. implications of competing objectives for the design of
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DOING GOOD WHILE MAKING PROFIT The social enterprise sector is thriving in the UK and elsewhere. Unified by the premise that they can change the world by changing the way they do business, a lot of entrepreneurs now choose to set up social enterprises. The increasing popularity of social enterprises has sparked the interest among academics. Social enterprises are organizations using business principles to tackle social and environmental issues. In doing so, these ventures combine principles, practices and values from the for-profit and non-profit sector in an unprecedented way. The social or environmental mission is an explicit and most often primary objective, and this is what sets these ventures apart from commercial businesses. A characteristic element is thus that social enterprises have multiple objectives to achieve: financial success and social impact. Their commitment to multiple objectives juxtaposes divergent cultures, activities, performance criteria, logics and values within the organization. As a consequence of the simultaneous pursuit of economic and social value creation, social-business tensions might emerge on different levels within the organization. Although research on social enterprises is sprouting, it is still a nascent field of inquiry, with many issues unaddressed by scholars. Despite the fact that many academics have recognized the difficulties of managing social-business tensions, little is known about the organizational and managerial responses to these tensions. As social enterprises are quite a recent phenomenon, there is no ready-to-wear standard model or design for these organizations yet. The goal of my research is to gain more insight in the organization design of these enterprises. The design of an organization is a holistic concept and consists of the structures, practices and processes the organization implements.
Using an inductive research design, I will look into the ways social enterprises are designed to respond to both organizational objectives. Gaining more insight in the way social enterprises deal with social-business tensions will enhance our understanding of the field. Research on social enterprises can also inform existing theories, by drawing inferences from it about the management of organizational tensions in general. In addition, a better understanding of the new design configurations that organizations implement in a complex environment (such as social enterprises), can also contribute to organization design theory.
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BACKGROUND AND THEORETICAL POSITIONING Despite increased interest among practitioners and scholars, the field of social entrepreneurship remains to be an under theorized area of academic research. Both scholars and practitioners are far from reaching consensus on what social entrepreneurship and social enterprises actually mean. I will hold on to the definition as proposed by Mair and Marti (2006) of «social entrepreneurship as a process involving the innovative use and combination of resources to pursue opportunities to catalyse social change and address social needs.» Social entrepreneurship can refer to the offering of products and services, but also to the creation of a new organization. It is the organizational context in which social entrepreneurship takes place that distinguishes it from more loosely structured initiatives such as social movements (Mair and Marti, 2006). It is important to clarify the conceptual differences between definitions of social entrepreneurship, social entrepreneurs and social enterprises. Definitions of social entrepreneurship focus on the process or the behaviour, while definitions of social entrepreneurs refer to the founder of the initiative. Social enterprise definitions refer to the tangible outcome of social entrepreneurship (Mair and Marti, 2006). Social enterprises leverage economic activity to pursue a social goal (Mair, Battilana and Cardenas, 2012). The increased importance of the third sector, budgetary pressures on the public sector and a broad interest in non-conventional entrepreneurial ways to tackle current societal challenges has led to the increasing popularity of «social enterprises» (Defourny and Nyssens, 2006). Social enterprises combine for profit and non-profit activities and happen on the crossroads of the private and the public sector. Social enterprises are organizations where the social and/or environmental mission is an explicit, and most often primary, objective. Social enterprises are hybrid organizations since they respond to customer needs, increase revenue and operational efficiency, while simultaneously maximizing their social impact by attending to beneficiary needs. Past Research Social enterprises face many challenges due to their dual objectives and hybrid nature. Most literature so far has focused on describing the distinctive characteristics of hybrid organizations and the challenges that follow from their specific nature. One specific challenge follows from the fact that social enterprises try to be financially self-sustainable while also delivering social value. Having dual objectives imposes multiple and possibly conf licting demands on the organization. Commitment to economic and social value creation juxtaposes divergent cultures, practices, activities, values and logics in the venture. Smith et al. (2013) identify four dimensions in which socialbusiness tensions emerge: (1) performing, (2) belonging, (3) organizing and (4) learning. Performing Performing tensions emerge from the divergent outcomes and goals social enterprises seek to achieve. Both social and business metrics involve a different time dimension since achieving social impact usually takes more
time than reaching a state of financial stability. This timing mismatch potentially leads to tension inside the organization. Belonging Belonging tensions relate to questions of identity. Pursuing a social and economic mission potentially creates confusion about what the organization is and does. Leaders struggle to explicitly state «who we are» and «what we do» (Smith et al., 2013). Organizational identity questions arise internally and externally, both individually and collectively. Organizing Organizing tensions follow from contradictory cultures, practices, processes and structures. A social enterprise involves a socially oriented culture and a business-oriented culture. Hybrid organizations face a challenge of establishing an organizational culture that reconciles both a social mission and effective operations. Another issue is the organizational structure hybrid organizations implement to deliver both economic and social value. So far, there has been little investigation into the question of whether social enterprises create either separate structures and activities, or one single integrated structure (Smith et al., 2013). Learning Learning tensions relate to difficulties that arise when hybrid organizations evolve over time and seek to grow and expand. Many scholars have also pointed at the danger of mission drift in the evolution of a social enterprise. Mission drift occurs when over time the enterprise prioritizes profit making over the social mission, or the other way around (Mair et al., 2012). Some researchers are sceptical about the sustainability (Battilana and
47 Dorado, 2012) and scalability (Haigh and Hoffman, 2012) of a hybrid model and argue that future research should look at the organizational factors and hybrid models that prevent social enterprises from mission drift (Mair et al., 2012; Battilana and Dorado, 2012). Despite the acknowledgment of the many difficulties hybrids face, we still know little about the organizational and managerial responses to these challenges.
RESEARCH QUESTION Several authors have suggested looking more into the organizational structures, designs, and organizational models that enable social enterprises to reconcile both objectives as an avenue for future research. A successful reconciliation of the economic and social activities will depend on how well the organizational structure and design is suited to host this. My research question is as follows: «How do social enterprises design the organization in order to deal with the social-business tension?» I will use organization design as a unit of analysis to gain insight in the way in which hybrid organizations reconcile conf licting demands and deal with the tensions following from it. Organization design is broader than organization structure and consists of the «structures, processes and practices» organizations implement. Organization design is a broadly defined concept without a clear delineation of what it precisely encompasses.
RESEARCH METHOD AND NEXT STEPS I will use an inductive and qualitative research design, based on a multiple case-study. There are two reasons for this choice of research design.
First, the fact that there is little theoretical insight so far in the organizational design that social enterprises implement to deal with the social-business tension makes it difficult to derive theoretical propositions about this and to subsequently test them. In addition, organization design is a broadly defined concept. As stated by organization design scholars, it is difficult to derive theoretical models for an organization’s design upfront, especially in a context of multiple demands and goals. Rather than testing theoretical propositions and design models, I will inductively derive several relevant dimensions of organization design. Therefore, I will start by inductively deriving dimensions of organization design that make sense in the context of social enterprises. I will do this on the basis of secondary data I have about 15 cases of social enterprises. As a second step, I plan to gather extra data about the evolution of the cases over time, and look which design components enable them to sustain their hybridity over time. The key idea is to look at how and why social businesses design their organizations in certain ways.
KEY REFERENCES Dacin, M. T., Dacin, P. A., & Tracey, P. (2011). Social Entrepreneurship: A critique and future directions. Organization Science. 22(5) 1203-1213. Dacin, P. A., Dacin, M. T., & Matear, M. (2010). Social entrepreneurship: why we do not need a new theory and how we move forward from here. Academy of management perspectives, 24 (3): 37-57 Defourny, J. & Nyssens, M. (2010). Conceptions of social enterprise and social entrepreneurship in Europe and the United States: Convergences and divergences. Journal of social entrepreneurship, 1(1); 32-53 Eisenhardt, K. M. (1989). Building theories from case-study research. Academy of Management Review. 14(4) 532-550 Greenwood, R., Raynard, M., Kodeih, F., Micelotta, E. R., & Lounsbury, M. (2011) Institutional complexity and organizational responses. Academy of Management, 5 (1) pp. 317-371 Haigh, N., & Hoffman, A. J. (2012). Hybrid organizations: The next chapter of sustainable business. Organizational Dynamics, 41(2): 126-134. Hoffman A. J., Badiane K. K. and Haigh N. (2010). Hybrid organizations as agents for positive social change: Bridging the for-profit and non-profit divide. Ross School of Business Paper Ann Arbor, MI: University of Michigan Mair, J. & Marti, I. (2006). Social entrepreneurship research: A source of explanation, prediction, and delight. Journal of world business, 41 (1): 36-44 Mair, J., Battilana, J., & Cardenas, J. (2012). Organizing for society: A typology of social entrepreneuring models. Journal of Business Ethics. 111:353-373 Short, J. C., Moss, T. W., & Lumpkin, G. T. (2009). Research in social entrepreneurship: Past contributions and future opportunities. Strategic Entrepreneurship Journal, 3: 161-196 Smith, W. K., Gonin, M., & Besharov, M. L. (2013). Managing social-business tensions: a review and research agenda for social enterprise. Business Ethics Quarterly Van De Ven, A. H., Ganco, M. & Hinings, C. R. (2013). Returning to the Frontier of Contingency Theory of Organizational and Institutional Designs. The academy of management annals, 7(1)
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ARIANA AMACKER Ariana is a researcher at the Business and Design Lab at Gothenburg University. She was born in Mississippi and holds a Master of architecture and Master of environmental design, and has worked professionally as an architect in NYC. She is interested in exploring design in different forms /contexts and the intersection between design, aesthetics, and organizing. ariana@desmanetwork.eu
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EXPLORING DESIGN AS ARTISTIC PRACTICE
When we do things we use different kinds of knowledge. Two major distinctions of knowledge are explicit knowledge – the writing and reading about things – and implicit knowledge – he silent knowledge of how to do things. Most of our understanding about knowledge is of the first type because it is easily explainable and talked about. It can be captured by qualities we easily see and have words for. The focus of my research is on the second type of knowledge, implicit knowledge, because this is arguably the type of knowledge used primarily in design, and likewise, in artistic creativity. But this has been a paradox for research about design precisely because it cannot be explained in the traditional sense of «talking about what we know». How
do we say what design is? It is a skill you learn and that becomes intuitive after experience, not reading, the way that you learn to ride a bike by riding it not by reading instructions. So is it really possible to explain what design is, or how to do it, or is it something that has to be learned? If it is fundamentally unspeakable, which some theories of knowledge say it is, then we cannot ever find a way to say what it is in the traditional way that we understand knowledge. It would be like asking the metaphorical question, how do you describe silence? This has also been a problem of art pointed out when Duchamp placed a urinal in a museum posing the thought, «what is art?» Thus, accepting that I will not be able to explain design through words or with instructions, I aim to show design in an artistic way rather than a scientific way. It is my demonstration of the experience of riding a bike. Artistic practices, like dance, are practices through which I will try to convey what we do in design, not by talking about it, but by the experience of it. In a sense, it will not be a recipe for design, but a more elaborate you-tube clip of my version of cooking design.
BACKGROUND AND THEORETICAL POSITIONING
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as more in depth studies on design Today professional design is working practice recognize (e.g., (Carlgren, in an expanding context of practice 2013; Jahnke, 2013), are artistic and design is increasingly seen as a and aesthetic dimensions that are creative enabler for innovation both in suggested as a critical characteristic organizations and society. For design of design creativity (Tonkinwise, research and practice, this complexity 2011). Yet, it remains that the role has been met with a growing pressure of aesthetics in designing is little to understand what constitutes studied or theorized. It is important to designers’ activities and knowledge ask if there is something being missed if not to also to distinguish what is specifically about this artistic side of creative or innovative about it. And design. with the relatively recent emergence of management concepts like «design This omission of aesthetic and artistic thinking» (e.g., Brown, 2008; Martin, dimensions of design knowledge 2009) and «design-driven innovation» is the focus of my research. To (Verganti, 2009) there is increased better understand artistic creativity research and empirical studies on the and aesthetics, the pragmatist intersection of design and innovation philosophical stance has been in organizational settings. identified as a theoretical position that challenges representational Thus, design research, inf luenced thinking and helps surpass the primarily by the areas of science perceived separation of thought and cultural studies, is increasingly and action of traditional research exemplified by a higher degree of approaches (Rylander, 2010). The ref lection on its research methods pragmatic approach matches the and cognitive processes. But there is artistic and experimental nature of a contradiction here when design is design because it involves in bringing being sought as a creative approach about new situations and thus new for innovation. Although design is concepts. associated with creative arts, design A profound implication of pragmatist research studying design has tended philosophy is, given the primacy of to favour more traditional qualitative experience, that meaning resides research approaches by trying to primarily in direct encounters account for what design knowledge or experience, not in mediated entails. However, interpretive abstractions (Johnson, 2007; descriptions of design practice Shusterman, 2000). A semantic have limitations when it comes to conception of design is that it conceptualizing and representing conveys meanings through symbols design knowledge and they tend (e.g., Krippendorff, 1989), but the to fall into an «essentialist trap» pragmatist focus on experience (Johansson-Sköldberg, Woodilla, & supports that design uses abstract Çetinkaya, 2013) of trying to pick out qualities of experience to express something unique about design as a feelings or concepts, not linguistic competence or way of knowing. One meanings. For example, in main difficulty with this approach architectural design, we use qualities is that the embodied knowledge that of heaviness, materiality, light, and characterizes design is thought to enclosure to signify the feeling of be irreducible to representations monumentality or stability. Therefore, including language (Duguid, 2005) rather than first starting with the Implicit in this embodied knowledge, symbolism of a monument, or what
the monument means, we start with the experiential qualities a monument should convey. Building types, like «banks» for instance, have developed a monumental style over time because of the expression of these monumental qualities, not necessarily by the symbolism of looking like «bank». This means that any attempt to find meaning in symbols or categories is relative because the meaning that we give them is done by expressing relationships of experiences in order to give them significance in our lives (Dewey, 1997/1910). This is critical for perceiving meaning in the context of innovation. This is not about what design is, but how design makes those relationships (Dewey, 1997/1910) since this is what design can empirically accomplish. Because aesthetic knowledge is arguably part of this sense making of bringing new ideas into being, it is not necessarily articulable or consciously accessible (James, 2000/1904). Thus, my view of this research is that design must be qualitatively explored and constructed through artistic experience.
RESEARCH QUESTION How can an artistic research approach with methods like movement contribute to more understanding of the role of aesthetics in design?
RESEARCH METHOD AND NEXT STEPS I aim to contribute to the understanding of designer’s embodied knowledge with respect to aesthetic dimensions. Rather than trying to describe what design consists of and articulating it, my intent is to consider the actual means of obtaining it and conveying it. Therefore, the argument with the pragmatic approach for my work is that my experience is a source of embodied knowledge for my research, and I will empirically study design through my experience
51 of artistic practice. I intend to do this as a concrete application of John Dewey’s concept of aesthetic experience to consider implications of the concept for design knowledge. In particular, I will explore the potential of movement studies as a design method to specifically focus on experiential qualities of design aesthetics. Movement choreography is a methodological approach of learning to conceptualize and abstract experience through the body. It has been chosen as a way to directly «tap into» embodied knowledge since it offers a way for me, as a design researcher, to think through the experiences of the «now» in order to close the distance between my design actions and its representations. Design fields like architecture have criticized dominance of visual representation techniques (e.g., drawing, sketching, photography, digital modelling, collage, photography) in their practice and have supported movement methods as a way to consider firsthand encounters of design (Bronet & Schumacher, 1999). It has been used as a teaching method to heighten students’ intuitive, emotional reactions and their multi-sensory awareness, and in turn, it has been shown that students ref lection on those experiences encourages thinking differently about them and has provided them with new approaches to abstract and represent their understanding (e.g., Sara & Sara, 2006). With this under consideration, I will develop design workshops where I with others explore spaces and situations through movement, ref lect on the experience, and experiment on concepts that come out of such ref lections. In doing this I suggest that the present is a place
to find more textures in and open up our behaviour and interactions to new interpretations. By not only using the design imagery of «futures», there is the potential for newness in the unseen here and now. I will also experiment with documentation through video, photography, sound recordings, and note taking.
KEY REFERENCES Bronet, F., & Schumacher, J. (1999). Design in movement: the prospects of interdisciplinary design. Journal of Architectural Education, 97-109. Brown, T. (2008). Design thinking. Harvard Business Review, 86(6), 84-92. Carlgren, L. (2013). Design thinking as an enabler of innovation: exploring the concept and its relation to building innovation capabilities. Gothenburg, SE: Chalmers University of Technology. Dewey, J. (1997/1910). How we think. Boston, MA: D. C. Heath & co. Duguid, P. (2005). The art of knowing: social and tacit dimensions of knowledge and the limits of community practice. The Information Society: An International Journal, 21(2), 109-118. Jahnke, M. (2013). Meaning in the making: Introducing a hermeneutic perspective on the contribution of design practice to innovation. Gothenburg, SE: Art Monitor. James, W. (2000/1904). A world of pure experience William James: Pragmatism and other writings. New York, NY: Penguin Group. Johansson-Sköldberg, U., Woodilla, J., & Çetinkaya, M. (2013). Design Thinking: Past, Present and Possible Futures. Creativity and Innovation Management, 22(2), 121-146. doi: 10.1111/caim.12023 Johnson, M. (2007). The meaning of the body: aesthetics of human understanding. Chicago, IL: The University of Chicago Press. Krippendorff, K. (1989). On the essential contexts of artifact or on the proposition that «design is making sense (of things)». Design Issues, 5(2), 9-39. Martin, R. (2009). The design of business: Why design thinking is the next competitive advantage. Cambridge, MA: Harvard Business Press. Rylander, A. (2010). Unpacking the magic of design: design-driven innovation as aesthetic experience. Paper presented at the 26th EGOS Colloquium Lisbon, Portugal. Sara, R., & Sara, A. (2006). Between the lines: experiencing space through dance. CEBE Transactions, 3(1), 95-105. Shusterman, R. (2000). Pragmatist aesthetics: living beauty, rethinking art: Rowman and Littlefield. Tonkinwise, C. (2011). A taste for practices: unrepressing style in design thinking. Design Studies, 32(5), 533-545. Verganti, R. (2009). Design-driven innovation: Changing the rules of competition by radically innovating what things mean. Boston, Mass.: Harvard Business Press.
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Sara Jane originally is from Colombia where she developed studies in Industrial Design at Icesi University in Cali, Colombia. She has received a Master in Business Design from Domus Academy, Milan, Italy. Sara Jane started to work as product and graphic designer in a design studio, and she also had the opportunity to develop some projects for an advertising company. Moving to retail, she had the experience to work in visual merchandising and retail design for several fashion brands. Her last work experience before she joined DESMA was in Mexico working as Brand Manager, responsible for marketing, business model and market research. From her early studies, attending a school with a focus on business, she started to feel curious about the intersection between design and management. Sara Jane believes that design is very important in the development of strategies and business. Finally she also likes to be informed about trends and how design influence people lives.
sara@desmanetwork.eu
SARA JANE GONZALEZ
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UNDERSTANDING THE ROLE OF USERS IN INNOVATION PROCESS The starting point of my research project is the idea of people as source of innovation. I am working in understanding what methods companies use to study and interpret user needs, aspirations, and behaviours in order to translate them into products and services and produce innovation. Main challenge in my research project is to explore the changing role of users, from merely passive receptors, to active stakeholders who participate in collaborative design processes with companies where they make relevant contributions.
ground between designers and managers in how they tap the user knowledge to produce innovation. When I refer to innovation I am considering novel ideas in product, services or experiences that represent an improvement in the market (Radical innovation, Garcia and Calantone, 2002; Verganti, 2009; Sandberg, 2011), ideas that result as part of the paradigm of open innovation where firms use external ideas also from consumers. While referring to users I am taking in consideration not only individuals, but also organizations (companies) that externally collaborate in the innovation process of an organization. I am developing my research project in Future Concept Lab. Italian consultancy partner. Specialized in observation of human behaviour, FCL supports strategic consulting for innovation. Being in FCL I have the opportunity to explore different research methodologies and theory in consumer studies. And I have been also involved in projects where FCL identify the most important phenomena in people’s daily life, for defining trends in aesthetics, retail, consumption and communication. I am following an exploratory research approach for a better understanding of the context and the relationship with my topic, identifying key issues while designing my research.
The importance of users has been recognized for several scholars who developed research to explore what is the role of users from technological and research-led approaches. Also Both my professional and academic experiences have led me to environments in recent years some companies have where design and management converge, where from a design perspective placed the user at the centre of their users are important to define form and function, a specific service or process, recognizing the value of interaction, and from a business perspective the needs and desires of user’s contributions and the potential consumers are studied to planning and develop communication, marketing on developing collaborative projects. and branding strategies. Regardless what is the final output of these I will focus on understanding how processes, what has become common is the importance of the human design methods can facilitate the dimension (people are inf luencing different business sectors through their process of analysis and interpretation behaviours) and how people voice is heard and taken in consideration in both of consumers, creating some common design process and innovation management. For this reason I feel there is
54 a space for explore how connect both Design + Management from the user perspective, and also how design can facilitate experimentation of different methodologies within a professional environment.
BACKGROUND AND THEORETICAL POSITIONING My research project is focus on user innovation and the involvement of user in processes while developing innovation. There has been an evolution in how users are involved in these processes considering the shift from a functionfocus (technology oriented) in design, to a market-focus (business, marketing and service oriented) to a more recent human-focus (people, users and social innovation). The different methods that companies applied to give users a more active and direct role in design processes could be addressed to discover acknowledge and unacknowledged needs (problem definition), and in some cases to work directly in a solution (problem-solving). The aim of my research project is to understand how users participate in design process to produce radical innovation. Last years have been several design and managers scholars trying also to understand what is the role of users in design and their potential contribution to innovation. Focus on people has been represented in many ways, from ergonomics, human computer interaction, interaction design, to participatory design, and other technology-led and research-led approaches. The importance of study people was first introduced to design where ergonomics emerged as a scientific discipline and Human Factors Engineering (HFE) was introduced in post-war America, largely through practitioners like Henry Dreyfuss and Alvin Telley (1959) (Flinchum, 1997). During the 19970’s Participatory design had an important role, due to the Scandinavian system development and was the first approach that attempts to actively involve the people who are being served through design in the process to help ensure that the designed product/service meets their need (Sanders, 2006). People who will become «users» are considered as «the ones with the most knowledge about what they want and what they need». (Czyzewski, et al., 1990; Schuler, et al., 1993) Late 1980’s where Don Norman introduced User-centred design (UCD) in the academic field in his book The Design of Everyday Things (1988). When computers became design material in 1990s, humans became «users» which suggest that they are seen as part of technical systems (Bannon, 1991). «User-centred design» marked a deliberate shift away from the prevailing notion of «systems-centred design» which places the abilities of technology ahead of the usability needs of the consumer (Friess, 2008). Design went through the so-called user-centred design turn (Koskinen et al. 2011). I first learned about user innovation from Von Hippel (2005) who introduced the concept of Lead User and User-driven innovation as a process of tapping users’ knowledge in order to develop new products, services and concepts. A user-driven innovation process is based on an understanding of true user needs and a more systematic involvement of users (Norden, 2008). However, user involvement has moved to a different approach in search for different methods and ways of working with consumers. Most recent is the focus on Human-centred design (HCD), according to Norman (2013) is an approach
that puts human needs, capabilities, and behaviour first. The process that ensures that the design match the needs and capabilities of the people for whom they are intended. Marc Steen (2004) and Peter Walters (2005) lead the differentiation between UCD and HCD, arguing Humancentred design places more emphasis on different stakeholders’ varying needs and broader contexts. Strictly usability centred approaches see only a part of a person, user centred approaches add context, whereas human-centred approaches try to see a complete person in different context (Steen, 2004). HCD is about co-creating with people, designers and everyday-people directly involved in the creation of products and services from the early beginning and continuing with the participation in the entire innovation process. Humancentred design is concerned with the full range of stakeholders, not only user (end-user, consumer) concerns, but perceptions and values of all the people around the project. William Rouse has said about HCD: The user is a very important stakeholder in design, often the primary stakeholder. However, the success of a product or service is usually strongly inf luenced by other players in the process of design, development, fielding and on-going use of products and services (Rouse, 2007). Under the Human-centred approach several research methods have emerged, putting design practice at the core of the research process (Koskinen et al. 2011), including Design thinking a methodology that imbues the full spectrum of innovation activities with a Humancentered design ethos (Brown, 2009) and design methods including brainstorming, prototyping, mood boards, storyboards, personas, scenarios, mapping, role-play, among
55 others, some of them represented in toolkits developed by design companies to apply in different business sectors even from nondesigners. These methods also help to open the design process to multiple stakeholders (Sanders, 2006).
More recent I have been also explored some methods related with Constructive design research approach (Koskinen et al., 2011), where I seek for inspiration from traditional (social sciences) research methods (developed by Future Concept Lab) and also from design tradition, to develop some practical experiments and use methods like mapping, toolkits, brainstorming, role-play, involving also FCL members. In some cases for building and ref lecting on the subject matter, and in some other to making sense of my research material.
Despite the interest in user involvement in previous studies, there is an opportunity to explore the connection between design methodologies and business practice. According to Krippendorff (2006), human-centred design methods may aim also to involving users and stakeholders in design decisions. I am interested in collaboration initiatives that go beyond personalization and asking people for ideas, thus I will focus in processes with a direct involvement and a more participative role of consumers and in the potential to scale up them to different business environments.
I will conduct a case study oriented research and I am trying to define the unit of analysis. Next steps will include the definition of the case studies (sample selection), considering also if include or not external companies (additional to Future Concept Lab) according to my research purposes (i.e. Multiple-case designs, Yin, 2009).
RESEARCH QUESTION My research question is what is the contribution provided by users in the design process and developing of innovation?
RESEARCH METHOD AND NEXT STEPS During the first part of the project I followed an Exploratory research approach to determinate the best research design, data collection method and selection of subjects. I focused on understanding the context and identify key issues and variables related with my research topic. The primary research methods I used in this phase, including observation, reviewing available data and literature, informal discussions with users and colleagues, and in-depth interviews have been the main source for data collection of qualitative information.
KEY REFERENCES Bannon, L. (1991). From human factors to human actors. The role of psychology and human-computer interaction studies in system design. Brown, T. (2008). Design Thinking. Harvard Business Review. Czyzewski, P., Johnson, J., Roberts, E. (1990). Participatory Design Conference PCC’90. Flinchum, J. (1997). Understanding the context of use surrounding products. Friess, E. (2008). The User-Centered Design Process: Novice Designers' Use of Evidence in Designing from Data (PhD thesis). Carnegie Mellon University. Garcia, R., and Calantone R. (2002). «A critical look at technological innovation typology and innovativeness.» The Journal of Product Innovation Management no. 19:110-132. Koskinen, I., Zimmerman, J., Binder, T., Redström, J., Wensween, S. (2011). Design research through practice. Norden Nordic Innovation Centre. Wise, E., Høgenhaven, C. -Editors- (2008). User-Driven Innovation. Context and Cases in the Nordic Region. Nordic Innovation Centre (NICe) project number: 07116. Norman, D. (2013). The Design of Everyday things. Revised and expanded edition. Rouse, W. (2007). People and organizations: Explorations of human-centered design. Sandberg, B. (2011). Managing and Marketing Radical Innovations. New York: Routledge. Sanders, E. B.-N., (2006). Design Research in 2006. Design Research Quarterly, Design Research Society. Schuler, D., Namioka, A., (1993). Participatory design: Issues and concerns. Steen, M., de Koning, N., Pikaart, A.: Exploring human centred approaches in market research and product development: Three case studies, in: Proceedings of SIGCHI.NL 2004 Conference, Amsterdam, 10 June 2004. New York: ACM Press. Verganti, R. (2009). Design-driven innovation: changing the rules of competition by radically innovating what things mean. Boston, MA: Harvard Business Press. von Hippel, E. (2005). Democratizing Innovation, MIT Press, London. Walters, P. (2005). Knowledge in the Making: Prototyping and human-centred design practice, Sheffield Hallam University. Yin, R. K. (2009). Case study research: Design and methods (4th ed.). Newbury Park, CA: Sage
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