Tag Archives: friction

Don’t Make Customers Do These Seven Things They Hate

Don't Make Customers Do These Seven Things They Hate

GUEST POST from Shep Hyken

Recently, I had an experience with a company and thought, “I hate this … Why do they make me do this?” This question wasn’t because of curiosity. No, I was thinking that this is something other customers must hate as well, but they make them do it anyway. So, I started a personal brainstorming session to list various processes, requirements, policies, rules, and more that cause customers to question why they continue to do business with these companies. Of course, my mind immediately went to customer service and experience issues, but there’s much more. With that in mind, here are seven practices, steps, processes, and policies that customers hate, but companies make them do it anyway.

Customers Hate:

  1. To Wait – Long hold times and long lines are frustrating and send negative messages, such as the customer’s time isn’t valued or the company is understaffed.
  2. Repeating Anything – Calling customer support and being passed around to different people, having to repeat your story again and again, isn’t fun. Nor is filling out forms that repeat the information you’ve already filled out on previous forms.
  3. Finding Hidden Fees – A stated price should be the price – with no extra fees. I recently checked into a hotel. They told me I had a $30 food and beverage credit as part of my stay – a nice surprise. Upon checking out, I noticed a $30 charge referred to as a “Destination Fee.” I asked about it, and the clerk said it was to cover the $30 food and beverage credit.
  4. Filling Out Bad Surveys – Customers are learning to dislike surveys, especially if they are long. There are right and wrong ways to do surveys. And a bad survey shouldn’t be the last thing a customer experiences when doing business with you.
  5. Listening to Complicated Phone Options – If you’ve called a company and been told to “listen to the following as our options have changed,” so you listen to the many options, and once you choose one, there are even more options … Well, I think you get the picture. There’s better technology to get the customer to the right person or the information they need.
  6. Annoying Pop-Up Windows – If you’ve been on a website and are reading information or an article and pesky pop-up windows keep interrupting you with irrelevant messages and advertising, you’re a victim of annoying pop-up windows.
  7. Anything that Requires Unnecessary Effort – Maybe you have a simple request or question. Why should it take a long time to fill out forms, answer unnecessary questions or more to get an answer?

There is a theme to this list. All of these imply the company doesn’t respect the customer’s time, energy, and effort. The goal should be the opposite: to respect and value your customer’s time, energy, and effort. Don’t create friction and put customers through anything more than necessary to get them what they want. In short, have a goal to be the easiest company to do business with. If you’re serious about it, you’ll find ways to eliminate and mitigate friction. And this list is far from complete. There are many, many other things customers hate doing.

So, here’s your assignment. Sit down with your team and brainstorm all the things they hate to do when doing business with any company. Then, ask what they think customers might hate about doing business with you. This can be processes, steps, policies, and more. Once you have the list, you know what to do. Eliminate all that makes doing business with you painful – or at least make some of the less painful. Don’t make your customers do things they hate doing!

Image Credits: Shep Hyken, Pixabay

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Your Digital Transformation Starting Point

by Braden Kelley

Welcome, innovators and change-makers! In today’s rapidly evolving business landscape, the concept of digital transformation isn’t just a buzzword; it’s a strategic imperative for survival and growth. As a human-centered change and innovation thought leader, I’ve dedicated my work to helping organizations navigate these complex shifts successfully. This article offers a preview of the Human-Centered Change™ methodology, a visual and collaborative approach designed to get everyone literally all on the same page for change. It’s introduced in my latest book Charting Change – now in its second edition!

The world is moving faster than ever, and the pace of technological advancement demands that companies adapt or risk becoming obsolete. Consider the fate of Blockbuster, a titan in its industry that ultimately succumbed to the digital revolution. This serves as a stark reminder: to defend your company’s very existence, you must start thinking like a technology company or go out of business. This isn’t just about adopting new tools; it’s about fundamentally re-imagining how you structure and operate your business.

The Essence of Human-Centered Change™

Charting Change introduces a unique Human-Centered Change™ methodology. This approach isn’t about imposing change from the top down; it’s about empowering people within your organization to understand, embrace, and drive the transformation process. It’s about fostering a shared understanding and a collaborative spirit, ensuring that everyone is aligned on the vision and the path forward. This flipbook provides a flavor of what you’ll find in the comprehensive Charting Change book and the more than 70 tools and frameworks that constitute the Human-Centered Change™ methodology.

To succeed in this digital age, you must critically examine your business and your industry through the eyes of a digital native startup – one that seeks to disrupt and capture market share. This perspective is crucial for identifying opportunities and threats that might otherwise go unnoticed.

Digital Transformation Starter Download

Five Foundational Questions for Digital Transformation

To make this challenging yet vital self-assessment easier, I propose five foundational questions that can guide your digital transformation journey. These questions are designed to provoke deep thought and reveal areas where innovation and change are most needed.

1. Redesigning Your Business from Scratch:

“If I were to build this business today, given everything that I know about the industry and its customers and the advances in people, process, technology, and tools, how would I design it?” This question encourages you to shed preconceived notions and imagine a greenfield approach. What would a truly optimized and digitally-native version of your business look like? This thought experiment can unlock radical new ideas and solutions.

2. Uncovering Customer Value:

“From the customers’ perspective, where does the value come from?” Understanding value through the customer’s lens is paramount. Often, what we perceive as valuable internally may not align with what truly matters to our customers. By focusing on their perspective, you can identify areas for significant improvement and innovation that directly impact satisfaction and loyalty.

3. Maximizing Value, Minimizing Waste:

“What structure and systems would deliver the maximum value with the minimum waste?” This question pushes you to consider efficiency and effectiveness. Digital transformation isn’t just about adding new technology; it’s about optimizing processes and systems to deliver greater value with less overhead. Think lean, agile, and customer-centric in your structural design.

4. Overcoming Barriers and Obstacles:

“What are the barriers to adoption and the obstacles to delight for my product(s) and/or service(s) and how will my design help potential customers overcome them?” Even the most innovative products and services can fail if they face significant friction in adoption or if they don’t truly delight the user. Identifying these hurdles early allows you to design solutions that proactively address them, ensuring a smoother and more positive customer experience.

5. Eliminating Friction:

“Where is the friction in my business that the latest usage methods of people, process, technology, and tools can help eliminate?” Friction can exist anywhere – in internal workflows, customer interactions, or supply chains. The power of digital transformation lies in its ability to smooth out these rough edges, creating seamless experiences for both employees and customers. Pinpointing these areas of friction is the first step towards a more efficient and effective operation.

Embark on Your Transformation Journey

These five questions are your starting point, a catalyst for deeper investigation and strategic planning. They are designed to ignite the conversations and insights necessary for successful digital and business transformations. The Human-Centered Change™ methodology, with its rich collection of tools and frameworks, provides the structured approach and practical guidance you need to answer these questions comprehensively and to make change stick within your organization.

I invite you to delve deeper into the Human-Centered Change™ methodology. Charting Change is more than just a book; it’s a visual toolkit that empowers you and your team to collaboratively map out your change journey, overcome obstacles, and ultimately, succeed in the digital age.

For more information about the book and to explore the extensive collection of tools and frameworks:


Accelerate your change and transformation success
Content Authenticity Statement: The ideas are those of Braden Kelley, shaped into an article introducing the flipbook with a little help from Google Gemini.

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The Two Main Opponents of Digital Success

The Two Main Opponents of Digital Success

GUEST POST from Howard Tiersky

I have written before about the importance of the role that emotion plays in driving your customer’s or audience’s behavior in digital channels.

When creating digital touch points, it is natural to focus on the capabilities and content that we believe customers will want, need, and hopefully love. This is essential as your digital touchpoint must have a strong core value proposition to the visitor in order to be viable.

However, it’s important to be aware of a psychological factor called Negativity Bias. What Negativity Bias says is basically that our negative emotions are more powerful in our psyche than our positive emotions. We might be excited about going on vacation, but if we are worried it might rain, those negative feelings can outweigh the positive ones.

At FROM we spend a lot of time testing websites, mobile apps and other digital experiences with real end-users and we get to observe their emotional reactions first-hand. After watching hundreds of these tests, I would have to say that our research confirms this idea of negativity bias. Simply put, no matter how promising or worthwhile a site is when it starts to trigger negative reactions in users, they usually abandon it quickly, no matter how initially interested they may have been. Note there is an exception to this rule which we call the Bruce Springsteen Rule – perhaps showing our age. For many years the TicketMaster site was quite terrible and yet when the moment came that a new Bruce Springsteen concert opened up for sale, tens of thousands of people would flock to the site and frankly just suffer through the purchase experience in order to get those tickets. So if your site experience is the digital equivalent of a Bruce Springsteen ticket (Millennials, please substitute Justin Bieber), then you may have found a way to neutralize negativity bias. Otherwise, read on.

So what are these negative reactions we get from users? There are a variety of possibilities, but there are two primary emotional villains that lead the pack: confusion and frustration.

Confusion is usually the first emotion we see. A user begins perhaps looking for a product or researching a topic, but he/she doesn’t fully understand the interface, the results they are getting or the labeling or language used. They start to feel confused. Confusion is a harmful emotion because it tends to make people feel that they are at fault. They are perhaps too stupid to figure out how to use the site or app. You might think,” Well that’s better than them blaming us!” but in fact, it’s not. They say the best thing you can do to have a great first date with someone is to leave them feeling great about themselves, and so it goes with digital experiences. If a user feels they aren’t smart enough to figure out your site or app, they may not blame you, but they leave nevertheless, so the outcome is basically the same.

And by the way they may in fact subconsciously blame you for making them feel dumb.

So how to avoid confusion? Study users’ paths through the site via task analysis, as we do here at FROM. Anytime we test a site, even a very successful one, we always find many points of confusion. It’s a matter of basic hygiene: sites are constantly changing, and it’s hard to make sure that every tweak is totally clear to everyone. Doing quarterly or at least annual user tests to make sure you are aware of any confusion “bombs” that may have been planted on your site is just good business. Furthermore, confusion-related problems are often inexpensive to fix. Sometimes it’s simply about rewording a button or moving a call to action. Sometimes it’s about just removing a feature that’s causing more confusion than benefit.

The second emotional villain is frustration. When you are frustrated you aren’t feeling at all confused — generally, you know exactly what the site is supposed to do; it just isn’t doing it! Frustration can be triggered by site defects, slow performance, check out process that are more steps than the user feels they “should be,” policies that don’t give the user the outcome they want, or missing features that the user perceives “everybody else has” which may actually just mean that Uber and Amazon have them. It’s quite easy to frustrate users today as their expectations are so incredibly high. Creating frustration in digital users is super-damaging to your brand because many users create a meaning around the frustration which is that the brand just doesn’t care. Users believe that brands should know what they expect and that if they aren’t providing it, there can be only reason: they just aren’t bothering. This, of course, may be a completely erroneous conclusion… in our experience very often clients don’t realize the points in their customer experience that are creating frustration until we conduct the user tests that reveal these problems.

Frustration problems are often easy to fix, but sometimes they can be very challenging because they may stem from underlying technology issues that are expensive to remediate. Nevertheless, it’s essential to understand where these problems exist and gauge the impact they are having on your business results, so that you can make an informed decision about whether or when to invest in addressing them.

In our experience, sites that offer something of value and manage to avoid creating confusion or frustration for their visitors are winners. The first step to getting there is a user-research focused assessment so that you can face the reality of the emotional reactions you are creating. Once that is understood, a roadmap to improvement can be developed and results measured along the way.

This article originally appeared on the Howard Tiersky blog

Image Credits: Pixabay

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Five Keys to Personalizing the Customer Experience

Five Keys to Personalizing the Customer Experience

GUEST POST from Shep Hyken

Earlier this year, we surveyed more than 1,000 consumers in the U.S. for our 2024 State of Customer Service and Customer Experience (CX) Study. We asked about the importance of a personalized experience. We found that 81% of customers prefer companies that offer a personalized experience, and 70% say a personalized experience in which the employee knows who they are and their history with the company (past purchases, buying patterns, support calls and more) is important. They also want the experience to go beyond people and include the platforms where they prefer to do business.

For a recent episode of Amazing Business Radio, I talked with Elizabeth Tobey, head of Marketing, Digital & AI of NICE, which helps companies apply AI to manage customer experience. The focus of the discussion was personalization. Here are some of the highlights from the interview:

1. Channel of Choice: This is where the modern-day concept of personalization begins. Tobey said, “In a world where people carry computers in their pockets (also known as mobile phones), it’s important to meet your customers when and where they want to be met.” Customers used to have two main choices when communicating with a brand. They could either walk into a store or call on the phone. Today, there are multiple channels and platforms. They can still visit in person or call, but they can also go to a website with self-service options, visit a social channel like Facebook, conduct business using an app, communicate with a brand’s chatbot and more. Customers want convenience, and part of that is being able to connect with a brand the way they want to connect. Some companies and brands do that better than others. The ones that get it right have educated customers on what they should expect, in effect raising the bar for all others who haven’t yet recognized the importance of communication.

2. Communicate on the Customer’s Terms: Tobey shared a frustrating personal experience that illustrated how some customers like to communicate but a brand falls short. Tobey was getting home late from an event. She contacted a company through its support channel on its website and was communicating with a customer support agent via chat. It was late, and she said, “I have to go to sleep,” expecting she could continue the chat the next morning with another agent. But, when she went to resume the conversation, she was forced to restart the process. She logged back into the website and repeated the authentication process, which was expected, but what she didn’t expect was having to start over with a new agent, repeating her conversation from the beginning as if she had never called before. Tobey made a case for technology that allows for asynchronous conversations on the customer’s timeline, eliminating the need for “over-authentication” and forcing the customer to start over, wasting time and creating an experience marred with friction.

3. Eliminate Friction: How could an interview with an executive at a technology company like NICE not bring up the topic of AI? In the story Tobey told about having to start over with a new agent, going through the authentication process again and repeating her issue, there is a clear message, which is to eliminate unnecessary steps. I shared an experience about visiting a doctor’s office where I had to fill out numerous forms with repeat information: name, address, date of birth, etc. Why should any patient have to fill in the same information more than once? The answer to the question, according to Tobey, is AI. She says, “Take all data that’s coming in from a customer journey and feed it into our AI so that the engine is continuously learning, growing and getting smarter. That means for every customer interaction, the automation and self-service can evolve.” In other words, once AI has the customer’s information, it should be used appropriately to eliminate needless steps (also known as friction) to give the customer the easiest and most convenient experience.

4. It’s Not Just About the Customer: In addition to AI supporting the customer’s self-service and automated experience, any data that is picked up in the customer’s journey can be fed to customer support agents, supervisors and CX leaders, changing how they work and making them more agile with the ability to make decisions faster. Agents get information about the customer, enabling them to provide the personalized experience customers desire. Tobey says, “Agents get a co-pilot or collaborator who listens to every interaction, offers them the best information they need and gives them suggestions.” For supervisors and CX leaders, they get information that makes them more agile and helps them make decisions faster.

5. Knowledge Management: To wrap up our interview, Tobey said, “AI management is knowledge management. Your AI is only as good as your data and knowledge. If you put garbage in, you might get garbage out.” AI should constantly learn and communicate the best information and data, allowing customers, agents and CX leaders to access the right information quickly and create a better and more efficient experience for all.

This article originally appeared on Forbes.com

Image Credits: Unsplash

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Are You Giving Your Customers Friction or Function?

Former VP Of Amazon Preaches a Frictionless Experience

Are You Giving Your Customers Friction or Function?

GUEST POST from Shep Hyken

Customers hate friction. They want easy, no hassle, low/no effort experiences. In short, they want convenience. Our 2022 customer experience research findings confirm:

  • 70% of customers would pay more if they knew they would receive a convenient experience.
  • 75% would switch to a competitor if they found it more convenient to do business with.
  • 68% of customers say that a convenient customer experience alone will make them come back to a brand or company.

Examples of friction include long wait times, difficulty finding contact information on a website, too many steps to make a purchase online and more. Frictionless is almost not noticed—until it is. At some point, customers realize how easy it is to do business with a company, and they like it. In fact, they like it so much, as the findings show, they will pay more and keep coming back.

There have been several books that focus on creating a frictionless, convenient experience. The first was The Effortless Experience by Matt Dixon, Nick Toman and Rick Delisi, which focused on the customer support experience. Then along came my book The Convenience Revolution, which included the entire customer experience, not just customer support. This was followed by a few more excellent contributions to the subject, the most recent being The Frictionless Organization by Bill Price and David Jaffe.

Bill Price was Amazon’s first global vice-president of customer service. When Jeff Bezos interviewed Price for the job in 1999, he asked Price what his philosophy was for running customer service. Price responded, “The best service is no service,” which became the title of his first book. Price believes that the best customer experience is to have everything set up so well that they don’t need to contact customer support.

Of course, that would be perfection, and perfection is not reality. Amazon may have perfectly executed on its side, but once the package leaves the Amazon warehouse, UPS, USPS, FedEx and other delivery companies take over. If they lose a package, who will the customer call? Amazon, of course. Even if it wasn’t Amazon’s fault, they still received the call and, of course, took ownership of the problem.

Price knows that a frictionless experience often goes unnoticed by the customer until they realize why they like doing business with that company or brand. But it does get noticed by the company providing the experience. It shows up in the form of higher customer satisfaction scores such as NPS (Net Promoter Score). Repeat business and loyalty also go up.

In their book, Price and Jaffe share several reasons why every business should be frictionless:

  • Being Frictionless Reduces Cost – There is a cost to setting up a process that’s easy for customers (and employees), but the ROI far exceeds the investment. When a company is easy to do business with, it doesn’t get nearly as many customer support calls, which can be a huge drain on the customer service budget. There are fewer returns and refunds. Websites are more effective. And more.
  • Being Frictionless Drives Customer and Revenue Growth – Price’s experience with Amazon proves that a high customer satisfaction score translates into more business. Amazon has some of the highest ratings in the business world, and its growth proves this model works.
  • Being Frictionless Delivers a True Competitive Advantage – The stats at the beginning of this article prove that point. No/low friction and convenience can help bulletproof a company from the competition.
  • Being Frictionless Enables Business Survival – The past several years have tested the best business leaders. Survival during the pandemic, through supply-chain issues, and now a recession proves that the best companies can survive with the right strategies. A frictionless experience is more important than ever.

When I interviewed Price on Amazing Business Radio, he made the perfect closing comments for this article. “It doesn’t matter what kind of business you have. What matters is that customers just want things to be easy for them. And if you don’t make it really simple and easy for customers, someone else will.”

This article originally appeared on Forbes

Image Credit: Pixabay

Check out my latest research in his Achieving Customer Amazement Study, Sponsored by Amazon Web Services, Inc.

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Co-Creating AI with Frontline Stakeholders

LAST UPDATED: March 14, 2026 at 11:52 AM

Co-Creating AI with Frontline Stakeholders

GUEST POST from Art Inteligencia


I. The “Stable Spine” of Trust: Anchoring AI in Human Safety

To scale any innovation — especially one as disruptive as Agentic AI — an organization must first establish what I call the “Stable Spine.” This is the rigid, dependable core of organizational values, psychological safety, and transparent communication that allows the “Modular Wings” of technological experimentation to flex without breaking the culture.

Establishing Psychological Safety First

The greatest barrier to AI adoption isn’t technical debt; it’s automation anxiety. When frontline stakeholders feel that AI is being “done to” them, they instinctively protect their tribal knowledge. Co-creation flips this script. By involving employees before a single line of code is written, we shift the narrative from replacement to augmentation.

  • The Pre-Mortem Dialogue: Openly discussing “What happens if this works?” and “How does this change your value to the firm?”
  • Vulnerability in Leadership: Admitting that the AI is a “student” and the frontline workers are the “teachers” provides the grounding needed for honest feedback.

Moving from “Black Box” to “Glass Box” Collaboration

Traditional AI implementations often fail because they are opaque. A Human-Centered approach demands a “Glass Box” philosophy where the logic, data inputs, and intent of the AI are visible to those using it. When a Regulatory Compliance Officer understands why an agent flagged a specific document, they transition from a skeptic to a supervisor of the technology.

Defining the Shared Purpose

The “Stable Spine” is reinforced when the AI’s goals are perfectly aligned with the frontline’s daily friction points. We aren’t just implementing AI to “increase efficiency” (a corporate-centric goal); we are implementing it to “remove the soul-crushing administrative burden” (a human-centric goal). Shared Purpose is the glue that keeps stakeholders engaged when the initial novelty of the tech wears off.

“Innovation is not about the technology; it’s about the humans the technology serves. If the spine of trust isn’t straight, the wings of innovation will never lift.” — Braden Kelley

II. Identifying High-Friction “Experience Level Measures” (XLMs)

To move beyond the hype of AI, we must move beyond the vanity of traditional metrics. In a human-centered innovation framework, we don’t just look at Key Performance Indicators (KPIs); we look at Experience Level Measures (XLMs). While a KPI tells you what happened (e.g., “Average Handle Time”), an XLM tells you how it felt for the human involved. This is where the real “Revenue Leakage” and “Engagement Leakage” are hidden.

The CX/EX Audit: Hunting for Friction

Innovation starts by identifying where human potential is being throttled. We conduct a dual audit of the Customer Experience (CX) and the Employee Experience (EX). When frontline stakeholders are forced to perform “swivel-chair” data entry or navigate fragmented legacy systems, their cognitive load is exhausted before they ever reach a high-value task. These are the high-friction zones ripe for AI co-creation.

Mapping the “Soul-Crushing” Journey

By mapping the stakeholder journey, we can pinpoint specific moments where AI agents can act as a “frictionless lubricant.” We look for three specific types of friction:

  • Cognitive Friction: Where a worker must synthesize too much disparate data to make a simple decision.
  • Process Friction: Where “the way we’ve always done it” creates unnecessary loops or wait times.
  • Emotional Friction: Where the task is so repetitive or mundane that it leads to burnout and disengagement.

From SLAs to XLMs: Redefining Value

Traditional Service Level Agreements (SLAs) are often centered on the machine or the process. In a co-created AI environment, we shift the focus to the human outcome. If an AI agent reduces a task from 60 minutes to 10 minutes, the value isn’t just the 50 minutes saved; the value is what the human does with that newly found 50 minutes. Does it go toward deep work, creative problem solving, or building a stronger relationship with the customer?

Traditional Metric (KPI) Human-Centered Metric (XLM) The AI Opportunity
Task Completion Rate Cognitive Ease Score Automating “Low-Value” data synthesis.
Response Time Empathy Availability Freeing up humans for complex emotional labor.
Error Rate Confidence Index Using AI as a “second pair of eyes” to reduce stress.

“Efficiency is doing things right; Effectiveness is doing the right things. XLMs ensure that our AI initiatives are making us more effective, not just faster at being frustrated.” — Braden Kelley

III. The Co-Creation Workshop: Where Art Meets Science

In the world of innovation, we often talk about the “Science” of data and the “Art” of human intuition. The Co-Creation Workshop is the laboratory where these two forces collide. We don’t just ask frontline stakeholders what they want; we observe how they solve problems and then design AI “agents” that mimic their best instincts while automating their worst hurdles.

Empathy-Driven Design and Personas

We begin by building robust Personas for our frontline stakeholders. Whether it’s a Global Supply Chain Manager balancing logistics during a port strike or a Customer Success Lead managing a high-churn account, we need to understand the emotional and contextual landscape they inhabit. This empathy-driven approach ensures the AI is built for the “messy reality” of the job, not a sanitized version of the process manual.

[Image of an Empathy Map for User Experience Design]

Designing “Modular Wings” for Human Agency

A key Braden Kelley principle is that while the organization needs a “Stable Spine,” the frontline needs “Modular Wings.” In our workshop, we identify which parts of the AI system should be rigid (compliance, data integrity) and which should be flexible (UI preferences, decision-making thresholds).

  • The Rigidity: The underlying LLM and the corporate data safety protocols.
  • The Flexibility: The ability for the frontline worker to “tune” the agent’s tone, level of detail, and escalation triggers.

By giving users the “knobs and dials,” we increase their sense of ownership over the final product.

Rapid Prototyping: The Experience Walkthrough

Instead of long development cycles, we use Experience Prototypes. These are low-fidelity simulations — sometimes as simple as a storyboard or a “Wizard of Oz” test — where the human interacts with a “pretend” AI. This allows us to map the Human-AI Handoff:

  1. The Trigger: What event causes the human to turn to the AI?
  2. The Interaction: How does the AI present information? (Is it a suggestion, a summary, or a draft?)
  3. The Judgment: How does the human validate or correct the AI’s output?
  4. The Feedback Loop: How does the AI learn from that correction?

The “Art” of Intuition vs. The “Science” of Automation

The workshop highlights that AI excels at Synthesizing (Science), but humans excel at Contextualizing (Art). We use this session to define the “Escalation Matrix.” If the data is 90% certain but the human “gut feeling” says otherwise, how does the system handle that conflict? Designing for this tension is what makes an AI tool truly innovative rather than just “efficient.”

“Co-creation is the bridge between a tool that is technically impressive and a tool that is actually used. If the frontline doesn’t see their ‘Art’ reflected in the ‘Science’ of the AI, they will find a way to bypass it.” — Braden Kelley

IV. Solving for “Causal AI” and Intent: From Correlation to Context

In the “Science” of standard machine learning, models are often built on correlations — patterns in data that suggest what might happen next. But for a frontline worker in a high-stakes environment, “what” isn’t enough. To truly co-create, we must move toward Causal AI, where the system and the human collaborate to understand the why behind a recommendation. This is where we bridge the gap between algorithmic output and human intent.

Moving Beyond the Correlation Trap

If an AI agent suggests a supply chain reroute or a specific credit adjustment, the frontline stakeholder needs to see the “connective tissue” of that logic. Without causality, the AI is just a black box throwing out guesses. In our co-creation sessions, we design Explainability Interfaces that highlight the primary drivers of a decision.

  • The “Why” Prompt: Every AI suggestion should include a “Show Logic” feature that maps the causal factors (e.g., “Delayed shipment in Suez + Low local inventory + 10% surge in regional demand”).
  • The Counter-Factual: Allowing users to ask, “What if the shipment wasn’t delayed?” to see how the AI’s intent changes.

Context Injection: The Frontline as the “Ground Truth”

Data science often suffers from “Data Silos” — it sees the numbers but misses the Context. A frontline worker knows that a 20% spike in orders might be a one-time anomaly due to a local event, not a permanent trend.

Co-creation allows us to build “Context Injection” points where the human can feed the “Art” of their situational awareness back into the “Science” of the model. This transforms the AI from a static tool into a dynamic partner that respects the Ground Truth of the shop floor or the call center.

Human-in-the-Loop (HITL) 2.0: From Safety Net to Co-Pilot

We are evolving the concept of Human-in-the-Loop. In version 1.0, the human was merely a “kill switch” for when the AI failed. In HITL 2.0, the human is a Co-Pilot. We design the interaction so that:

  1. The AI Proposes: Offering 2–3 paths based on data.
  2. The Human Disposes: Choosing the path that aligns with the current organizational intent (which might shift faster than the data).
  3. The System Learns: Capturing the reasoning behind the human’s choice to refine future causal models.

The Outcome: Cognitive Alignment

When we solve for intent, we achieve Cognitive Alignment. The frontline stakeholder no longer views the AI as a competitor or a mystery, but as an extension of their own expertise. They aren’t just using an app; they are directing an agent that understands their goals, their constraints, and their “Art.”

“An AI that can’t explain its ‘Why’ will eventually be ignored by the people who know ‘How.’ Causal AI is the key to moving from temporary adoption to permanent innovation.”

V. Scaling the Innovation Bonfire: From Pilot to Organizational Agility

The final challenge of any innovation isn’t the spark; it’s the sustainment. Too often, co-creation is treated as a “one-off” workshop. To truly scale, we must take the lessons from our frontline stakeholders and feed them back into the organizational furnace. This is how we move from a single pilot to what I call the “Innovation Bonfire” — a self-sustaining culture of continuous improvement.

Avoiding the “Pilot Trap”

Many AI initiatives die in “Pilot Purgatory” because they fail to account for the Systemic Friction of a full-scale rollout. Scaling requires moving from a specialized co-creation group to a broader “Modular Wings” approach across the enterprise. We must ensure that the insights gained from one department (e.g., Supply Chain) are translated into reusable components for another (e.g., R&D Project Management).

  • Internal Advocacy: Empowering your original co-creators to act as “Innovation Ambassadors.” Their peers are more likely to trust a tool recommended by a colleague than one mandated by IT.
  • Feedback Loops: Implementing automated mechanisms where frontline users can “vote” on AI suggestions or flag hallucinations in real-time.

The Flywheel of Continuous Learning

Innovation is not a destination; it’s a cycle. As the AI handles more of the “Science” (the repetitive, high-rigor tasks), the frontline stakeholders have more bandwidth for the “Art” (the complex, high-empathy tasks). This creates a Flywheel Effect:

  1. Release: The AI releases human capacity by removing friction.
  2. Reinvest: Humans reinvest that capacity into solving higher-order problems.
  3. Refine: Those new solutions provide fresh data and “Ground Truth” to further refine the AI.

Maintaining the “Human-Centered” Spark at Scale

As you scale, the temptation is to “standardize” everything until the “Art” is squeezed out. This is a mistake. Organizational Agility depends on your ability to maintain that Stable Spine of core processes while allowing different teams the autonomy to adapt the AI to their unique workflows.

We must continuously ask: “Is this technology still serving the human, or have we started serving the technology?” Revisiting your Experience Level Measures (XLMs) quarterly ensures that the innovation remains grounded in actual human value rather than just technical efficiency.

The Outcome: An Agentic Organization

An organization that masters co-creation doesn’t just “use AI.” It becomes an Agentic Organization — a living system where humans and machines are seamlessly integrated, each playing to their strengths. The “Science” of the AI provides the scale, but the “Art” of your people provides the competitive advantage. That is how you win in a world of constant change.

“To scale an innovation bonfire, you don’t just need more fuel; you need more oxygen. In an organization, that oxygen is the trust, empathy, and agency of your frontline people.” — Braden Kelley

Conclusion: Leading the Agentic Revolution with Empathy

The journey from top-down implementation to bottom-up co-creation is the defining shift of the current technological era. As we have explored, successfully integrating AI into the fabric of an organization is not merely a technical hurdle — it is a human-centered design challenge. When we balance the Science of algorithmic rigor with the Art of human empathy, we don’t just “deploy software”; we empower a workforce.

The Human-Centered Dividend

By prioritizing the “Stable Spine” of trust and focusing on Experience Level Measures (XLMs), organizations can unlock a level of agility that was previously impossible. The dividend of this approach is twofold:

  • Operational Resilience: Systems built on the “Ground Truth” of frontline expertise are inherently more robust and adaptable to market shifts.
  • Human Flourishing: By removing “soul-crushing” friction, we allow our people to return to the work they were meant to do — creative problem solving, strategic thinking, and high-empathy customer connection.

A Call to Action for Innovation Leaders

The Innovation Bonfire is waiting to be lit, but it requires leaders who are brave enough to share the matches. If you are ready to move beyond the “Black Box” and start co-creating with your most valuable asset — your people — start with these three steps:

  1. Audit the Friction: Use XLMs to find where your frontline is currently being throttled.
  2. Invite the Experts: Bring the people who do the work into the design room before the technology is finalized.
  3. Design for “Why”: Prioritize causal clarity over simple correlation to build a “Glass Box” culture.

Final Thought

In a world increasingly dominated by Agentic AI, the ultimate competitive advantage isn’t the code you own; it’s the Human-AI Synergy you cultivate. Innovation is, and always has been, a team sport. Your most important teammates are already on your payroll, waiting to help you build the future.

“We shape our tools, and thereafter our tools shape us. Let us ensure we shape our AI with enough heart to make the future a place where humans truly belong.” — Braden Kelley

Continue the Conversation

Are you ready to audit your organization’s Customer Experience or develop a Human-Centered AI Strategy? Let’s work together to turn your innovation friction into a scalable bonfire.

Contact: Book an advisory session

Frequently Asked Questions

To help both human readers and search engines better understand the core concepts of co-creating AI, I’ve prepared this brief FAQ. Below the human-readable text, you’ll find the JSON-LD structured data to help “answer engines” index this content accurately.

1. What is the difference between a KPI and an XLM in AI implementation?

While a Key Performance Indicator (KPI) measures the “What” (output, speed, efficiency), an Experience Level Measure (XLM) measures the “How” (the human experience of the process). In AI, XLMs track things like cognitive load and emotional friction to ensure the technology is actually helping people, not just making a broken process faster.

2. Why is “Causal AI” important for frontline stakeholders?

Standard AI often shows correlations, but Causal AI explains the logic or “Why” behind a suggestion. For frontline workers, understanding the intent and cause of an AI recommendation builds trust and allows them to apply their own contextual expertise — the “Art” — to the AI’s “Science.”

3. How does the “Stable Spine” framework assist with AI adoption?

The Stable Spine represents the rigid core of trust, safety, and transparency within an organization. By establishing this foundation first, leaders provide the security employees need to experiment with the “Modular Wings” — the flexible, innovative applications of AI that can change and adapt over time.

Image credit: Google Gemini

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