Don’t Fall for the Design Squiggle Lie

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Don't Fall for the Design Squiggle Lie

GUEST POST from Robyn Bolton

Last night, I lied to a room full of MBA students. I showed them the Design Squiggle, and explained that innovation starts with (what feels like) chaos and ends with certainty.

The chaos part? Absolutely true.

The certainty part? A complete lie.

Nothing is Ever Certain (including death and taxes)

Last week I wrote about the different between risk and uncertainty.  Uncertainty occurs when we cannot predict what will happen when acting or not acting.  It can also be broken down into Unknown uncertainty (resolved with more data) and Unknowable uncertainty (which persists despite more data).

But no matter how we slice, dice, and define uncertainty, it never goes away.

It may be higher or lower at different times,

More importantly, it changes focus.

Four Dimensions of Uncertainty

Something new that creates value (i.e. an innovation) is multi-faceted and dynamic. Treating uncertainty as a single “thing”  therefore clouds our understanding and ability to find and addresses root causes.

That’s why we need to look at different dimensions of uncertainty.

Thankfully, the ivory tower gives us a starting point.

WHAT: Content uncertainty relates to the outcome or goal of the innovation process. To minimize it, we must address what we want to make, what we want the results to be, and what our goals are for the endeavor.

WHO: Participation uncertainty relates to the people, partners, and relationships active at various points in the process. It requires constant re-assessment of expertise and capabilities required and the people who need to be involved.

HOW: Procedure uncertainty focuses on the process, methods, and tools required to make progress. Again, it requires constant re-assessment of how we progress towards our goals.

WHERE: Time-space uncertainty focuses on the fact that the work may need to occur in different locations and on different timelines, requiring us to figure out when to start and where to work.

It’s tempting to think each of these are resolved in an orderly fashion, by clear decisions made at the start of a project, but when has a decision made on Day 1 ever held to launch day?

Uncertainty in Pharmaceutical Development

 Let’s take the case of NatureComp, a mid-sized company pharmaceutical company and the uncertainties they navigated while working to replicate, develop, and commercialize a natural substance to target and treat heart disease.

  1. What molecule should the biochemists research?
  2. How should the molecule be produced?
  3. Who has the expertise and capability to synthetically poduce the selected molecule because NatureComp doesn’t have the experience required internally?
  4. Where to produce that meets the synthesization criteria and could produce cost-effectively at low volume?
  5. What target disease specifically should the molecule target so that initial clincial trials can be developed and run?
  6. Who will finance the initial trials and, hopefully, become a commercialization partner?
  7. Where would the final commercial entity exist (e.g. stay in NatureComp, move to partner, stand-alone startup) and the molecule produced?

 And those are just the highlights.

It’s all a bit squiggly

The knotty, scribbly mess at the start of the Design Squiggle is true. The line at the end is a lie because uncertainty never goes away. Instead, we learn and adapt until it feels manageable.

Next week, you’ll learn how.

Image credit: The Process of Design Squiggle by Damien Newman, thedesignsquiggle.com

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What We See Influences How We’ll Act

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What We See Influences How We'll Act

GUEST POST from Greg Satell

“Practical men, who believe themselves to be quite exempt from any intellectual influences, are usually slaves of some defunct economist,” John Maynard Keynes, himself a long dead economist, once wrote. We are, much more than we’d like to admit, creatures of our own age, taking our cues from our environment.

That’s why we need to be on the lookout for our own biases. The truth, as we see it, is often more of a personalized manifestation of the zeitgeist than it is the product of any real insight or reflection. As Richard Feynman put it, “The first principle is that you must not fool yourself—and you are the easiest person to fool. So you have to be very careful about that.”

We can’t believe everything we think. We often seize upon the most easily available information, rather than the most reliable sources. We then seek out information that confirms those beliefs and reject evidence that contradicts existing paradigms. That’s what leads to bad decisions. If what we see determines how we act, we need to look carefully.

The Rise And Fall Of Social Darwinism

In the 1860s, in response to Darwin’s ideas, Herbert Spencer and others began promoting the theory of Social Darwinism. The basic idea was that “survival of the fittest” meant that society should reflect a Hobbesian state of nature, in which most can expect a life that is “nasty, brutish and short,” while an exalted few enjoy the benefits of their superiority.

This was, of course, a gross misunderstanding of Darwin’s work. First, Darwin never used the term, “survival of the fittest,” which was actually coined by Spencer himself. Secondly, Darwin never meant to suggest that there are certain innate qualities that make one individual better than others, but that as the environment changes, certain traits tend to be propagated which, over time, can lead to a new species.

Still, if you see the world as a contest for individual survival, you will act accordingly. You will favor a laissez-faire approach to society, punishing the poor and unfortunate and rewarding the rich and powerful. In some cases, such as Nazi Germany and in the late Ottoman empire, Social Darwinism was used as a justification for genocide.

While some strains of Social Darwinism still exist, for the most part it has been discredited, partly because of excesses such as racism, eugenics and social inequality, but also because more rigorous approaches, such as evolutionary psychology, show that altruism and collaboration can themselves be adaptive traits.

The Making Of The Modern Organization

When Alfred Sloan created the modern corporation at General Motors in the early 20th century, what he really did was create a new type of organization. It had centralized management, far flung divisions and was exponentially more efficient at moving around men and material than anything that had come before.

He called it “federal decentralization.” Management would create operating principles, set goals and develop overall strategy, while day-to-day decisions were performed by people lower down in the structure. While there was some autonomy, it was more like an orchestra than a jazz band, with the CEO as conductor.

Here again, what people saw determined how they acted. Many believed that a basic set of management principles, if conceived and applied correctly, could be adapted to any kind of business, which culminated in the “Nifty Fifty” conglomerates of the 60’s and 70’s. It was, in some sense, an idea akin to Social Darwinism, implying that there are certain innate traits that make an organization more competitive.

Yet business environments change and, while larger organizations may be able to drive efficiencies, they often find it hard to adapt to changing conditions. When the economy hit hard times in the 1970s, the “Nifty Fifty” stocks vastly under-performed the market. By the time the 80s rolled around, conglomerates had fallen out of fashion.

Industries and Value Chains

In 1985, a relatively unknown professor at Harvard Business School named Michael Porter published a book called Competitive Advantage, which explained that by optimizing every facet of the value chain, a firm could consistently outperform its competitors. The book was an immediate success and made Porter a management superstar.

Key to Porter’s view was that firms compete in industries that are shaped by five forces: competitors, customers, suppliers, substitutes, and new market entrants. So he advised leaders to build and leverage bargaining power in each of those directions to create a sustainable competitive advantage for the long term.

If you see your business environment as being neatly organized in specific industries, everybody is a potential rival. Even your allies need to be viewed with suspicion. So, for example, when a new open source operating system called Linux appeared, Microsoft CEO Steve Ballmer considered it to be a threat and immediately attacked, calling it a cancer.

Yet even as Ballmer went on the attack, the business environment was changing. As the internet made the world more connected, technology companies found that leveraging that connectivity through open source communities was a winning strategy. Microsoft’s current CEO, Satya Nadella, says that the company loves Linux. Ultimately, it recognized that it couldn’t continue to shut itself out and compete effectively.

Looking To The Future

Take a moment to think about what the world must have looked like to J.P. Morgan a century ago, in 1922. The disruptive technologies of the day, electricity and internal combustion, were already almost 40 years old, but had little measurable economic impact. Life largely went on as it always had and the legendary financier lorded over his domain of corporate barons.

That would quickly change over the next decade when those technologies would gain traction, form ecosystems and drive a 50-year boom. The great “trusts” that he built would get broken up and by 1930 virtually all of them would be dropped as components of the Dow Jones Industrial average. Every face of life would be completely transformed.

We’re at a similar point today, on the brink of enormous transformation. The recent string of calamities, including a financial meltdown, a pandemic and the deadliest war in Europe in 80 years, demand that we take a new path. Powerful shifts in technology, demographics, resources and migration, suggest that even more disruption may be in our future.

The course we take from here will be determined by how we see the world we live in. Do we see our fellow citizens as a burden or an asset? Are new technologies a blessing or a threat? Is the world full of opportunities to be embraced or dangers we need to protect ourselves from? These are questions we need to think seriously about.

How we answer them will determine what comes next.

— Article courtesy of the Digital Tonto blog
— Image credit: Unsplash

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Journeying Through the Technology Adoption Lifecycle

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Journeying Through the Technology Adoption Lifecycle

GUEST POST from Geoffrey A. Moore

Like everything else in this Darwinian world of ours, customer journeys evolve with changes in the environment. Ever since the advent of the semiconductor, a compelling source of such changes has been disruptive digital technology. Although we are all eager to embrace its benefits, markets must first work through their adoption life cycles, during which different buying personas come to the fore at different stages, with each one on a very different kind of journey. So, if you plan to catch the next wave and sell the next big thing, you’re going to need to adjust your customer journey playbook as you go along. Here’s a recap of what is in store for you.

Customer Journeys in the Early Market

The early market buying personas are the visionary and the technology enthusiast, the former eager to leverage disruption to gain first-mover competitive advantage, the latter excited to participate in the latest and greatest thing. Both are on a journey of discovery.

Technology enthusiasts need to get as close to the product as possible, seeing demos and alpha-testing prototypes as soon as they are released. They are not looking to be sold (for one thing, they have no money)—they are looking to educate themselves in order to be a reliable advisor to their visionary colleague. The key is to garner them privileged access to the technical whizzes in your own enterprise and, once under NDA, to share with them the wondrous roadmap you have in mind.

Visionaries are on a different path. They want to get as clear an understanding as possible of what makes the disruptive technology so different, to see whether such a difference could be a game changer in their circumstances. This is an exercise in imagineering. It will involve discussing hypothetical use cases, and applying first principles, which means you need to bring the smartest people in your company to the table, people who can not only communicate the magic of what you have but who can also keep up with the visionary’s vision as well.

Once this journey is started, you need to guide it toward a project, not a product sale. It is simply too early to make any kind of product promise that you can reliably keep. Not only is the paint not yet dry on your own offer, but also the partner ecosystem is as yet non-existent, so the only way a whole product can be delivered is via a dedicated project team. To up the stakes even further, visionaries aren’t interested in any normal productivity improvements, they are looking to leapfrog the competition with something astounding, so a huge amount of custom work will be required. This is all well and good provided you have a project-centric contract that doesn’t leave you on the hook for all the extra labor involved.

Customer Journeys to Cross the Chasm

The buying personas on the other side of the chasm are neither visionaries nor technology enthusiasts. Rather, they are pragmatists, and to be really specific, they are pragmatists in pain. Unlike early market customers, they are not trying to get ahead, they are trying to get themselves out of a jam. In such a state, they could care less about your product, and they do not want to meet your engineers or engage in any pie-in-the-sky discussions of what the future may hold. All they want to do is find a way out of their pain.

This is a journey of diagnosis and prescription. They have a problem which, given conventional remedies, is not really solvable. They are making do with patchwork solutions, but the overall situation is deteriorating, and they know they need help. Sadly, their incumbent vendors are not able to provide it, so despite their normal pragmatist hesitation about committing to a vendor they don’t know and a solution that has yet to be proven, they are willing to take a chance—provided, that is, that:

  • you demonstrate that you understand their problem in sufficient depth to be credible as a solution provider, and
  • that you commit to bringing the entire solution to the table, even when it involves orchestrating with partners to do so.

To do so, your first job is to engage with the owner of the problem process in a dialog about what is going on. During these conversations, you demonstrate your credibility by anticipating the prospective customer’s issues and referencing other customers who have faced similar challenges. Once prospects have assured themselves that you appreciate the magnitude of their problem and that you have expertise to address its challenges, then (and only then) will they want to hear about your products and services.

As the vendor, therefore, you are differentiating on experience and domain expertise, ideally by bringing someone to the table who has worked in the target market segment and walked in your prospective customer’s shoes. Once you have established credibility by so doing, then you must show how you have positioned the full force of your disruptive product to address the very problem that besets your target market. Of course, you know that your product is far more capable than this, and you also know you have promised your investors global domination, not a niche market solution. But for right now, to cross the chasm, you forsake all that and become laser-focused on demolishing the problem at hand. Do that for the first customer, and they will tell others. Do that for the next, and they will tell more. By the time you have done this four or five times, your phone will start ringing. But to get to this point, you need to be customer-led, not product-led.

Customer Journeys Inside the Tornado

The tornado is that point in the technology adoption life cycle when the pragmatist community shifts from fear of going too soon to fear of missing out. As a consequence, they all rush to catch up. Even without a compelling first use case, they commit resources to the new category. Thus, for the first time in the history of the category, prospective customers have budget allocated before the salesperson calls. (In the early market, there was no budget at all—the visionary had to create it. In the chasm-crossing scenario, there is budget, but it is being spent on patchwork fixes with legacy solutions and needs to get reallocated before a deal can be closed.)

Budget is allocated to the department that will purchase and support the new offer, not the ones who will actually use it (although they will no doubt get chargebacks at some point). That means for IT offerings the target customer is the technical buyer and the CIO, the former who will make the product decision, the latter who will make the vendor decision. Ideally, the two will coincide, but when they don’t, the vendor choice usually prevails.

Now, one thing we know about budgets is that once they have been allocated they will get spent. These customers are on a buying mission journey. They produce RFPs to let them compare products and vet companies, and they don’t want any vendor to get too close to them during the process. Sales cycles are super-competitive, and product bake-offs are not uncommon. This means you need to bring your best systems engineers to the table, armed with killer demos, supported by sales teams, armed with battle cards that highlight competitor strengths and weaknesses and how to cope with the former and exploit the latter. There is no customer intimacy involved.

What is at stake, instead, is simply winning the deal. Here account mapping can make a big difference. Who is the decision maker really? Who are the influencers? Who has the inside track? You need a champion on the inside who can give you the real scoop. And at the end of the sales cycle, you can expect a major objection to your proposal, a real potential showstopper, where you will have to find some very creative way to close the deal and get it off the table. That is how market share battles are won.

Customer Journeys on Main Street

On Main Street, you are either the incumbent or a challenger. If the latter, your best bet is to follow a variation on the chasm-crossing playbook, searching out a use case where the incumbent is not well positioned and the process owner is getting frustrated—as discussed above. For incumbents, on the other hand, it is a completely different playbook.

The persona that matters most on Main Street is the end user, regardless of whether they have budget or buying authority. Increasing their productivity is what creates the ROI that justifies any additional purchases, not to mention retaining the current subscription. This calls for a journey of continuous improvement.

Such a journey rewards two value disciplines on the vendor’s part—customer intimacy and operational excellence. The first is much aided by the advent of telemetry which can track product usage by user and identify opportunities for improvement. Telemetric data can feed a customer health score which allows the support team to see where additional attention is most needed. Supplying the attention requires operational excellence, and once again technology innovation is changing the game, this time through product-led prompts, now amplified by generative AI commentary. Finally, sitting atop such infrastructure is the increasingly powerful customer success function whose role is to connect with the middle management in charge, discuss with them current health score issues and their remediation, and explore opportunities for adding users, incorporating product extensions, and automating adjacent use cases.

Summing Up

The whole point of customer journeys done right is to start with the customer, not with the sales plan. That said, where the customer is in their adoption life cycle defines the kind of journey they are most likely to be on. One size does not fit all, so it behooves the account team to place its bets as best it can and then course correct from there.

That’s what I think. What do you think?

Image Credit: Pexels

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Augmented Expertise

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How XR is Redefining “In-the-Flow” Training

Augmented Expertise XR

GUEST POST from Art Inteligencia

In our relentless pursuit of innovation and efficiency, we often talk about automation, AI, and the promise of a future where machines handle the heavy lifting. But what about the human element? How do we empower our greatest asset – our people – to perform at their peak, adapt to rapid change, and master increasingly complex tasks without being overwhelmed? The answer, increasingly, lies not in replacing humans, but in augmenting human expertise through sophisticated, intuitive technologies.

One of the most compelling frontiers in this space is Extended Reality (XR) for “in-the-flow” training. This isn’t about traditional classroom learning or even simulated environments that mimic reality. This is about bringing learning directly into the operational context, providing real-time, context-aware guidance that enhances performance precisely when and where it’s needed. Imagine a technician performing a complex repair, seeing holographic instructions overlaid directly onto the machinery. Or a surgeon practicing a new procedure with anatomical data projected onto a mannequin. This is the promise of XR in-the-flow training: learning by doing, with intelligence baked into the environment itself.

Beyond Simulation: The Power of Contextual Learning

For decades, training has largely been a pull-based system: individuals seek out knowledge, or organizations push it through scheduled courses. While effective for foundational understanding, this model struggles in dynamic environments where information decays rapidly, and complexity demands immediate, precise application. The “forgetting curve” is a well-documented phenomenon; we lose a significant portion of what we learn very quickly if it’s not applied.

XR in-the-flow training flips this script. It leverages augmented reality (AR) and mixed reality (MR) to provide just-in-time, just-enough, just-for-me information. Instead of abstract concepts, learners engage with real-world problems, receiving immediate feedback and instruction that is directly relevant to their current task. This approach drastically improves retention, reduces errors, and accelerates skill acquisition because the learning is deeply embedded in the context of action.

“The future of work isn’t about replacing humans with machines; it’s about seamlessly augmenting human capabilities with intelligent tools that empower us to achieve more.”

This paradigm shift has profound implications for human-centered design. We’re moving from designing for a user who consumes information to designing for a user who *interacts* with information as an integral part of their physical workflow. The interface becomes the environment, and the learning experience is woven into the fabric of the task itself.

Case Study 1: Transforming Aerospace Manufacturing

Consider the aerospace industry, where precision, safety, and efficiency are paramount. As aircraft become more sophisticated, the complexity of assembly and maintenance tasks escalates, leading to longer training cycles and higher potential for human error. One leading aerospace manufacturer faced challenges with new hires in assembly operations, particularly with intricate wiring harnesses and component installation.

They deployed an AR-based in-the-flow training system using smart glasses. When a technician dons the headset, holographic overlays guide them through each step of the assembly process. Arrows point to specific components, digital models show correct placement, and textual instructions appear precisely where needed. The system can even detect if a step is performed incorrectly and provide immediate corrective feedback. The results were dramatic: training time for complex tasks was reduced by 30%, and error rates plummeted by 40% in pilot programs. More importantly, new employees felt more confident and productive much faster, leading to higher job satisfaction and retention.

Case Study 2: Revolutionizing Healthcare Procedures

In healthcare, the stakes are even higher. Doctors, nurses, and technicians constantly need to learn new procedures, operate complex medical equipment, and adapt to evolving protocols. Traditional methods often involve classroom sessions, practice on mannequins (away from the real patient context), or observation, which can be time-consuming and resource-intensive.

A major hospital network implemented a mixed reality training solution for surgical residents learning a minimally invasive procedure. Using an MR headset, residents could visualize a patient’s internal anatomy (from MRI or CT scans) as a 3D hologram directly superimposed onto a high-fidelity surgical mannequin. The system provided real-time guidance on instrument placement, incision angles, and potential risks, all without obscuring the physical tools or the training environment. This allowed residents to practice repeatedly in a highly realistic yet safe environment, receiving immediate visual and auditory feedback. The program demonstrated a significant increase in procedural proficiency and a reduction in the learning curve, leading to better patient outcomes and increased surgeon confidence.

The Ecosystem of Augmented Expertise

The innovation in this space is fueled by a dynamic ecosystem of companies and startups. Microsoft with its HoloLens continues to be a leader, providing a robust platform for mixed reality applications in enterprise. Magic Leap is also making strides with its advanced optical technology. Specialized software providers like PTC (Vuforia), Scope AR, and Librestream are developing powerful authoring tools and platforms that enable companies to create their own AR work instructions and remote assistance solutions without extensive coding. Startups like DAQRI (though recently restructured) have pushed the boundaries of industrial smart glasses, while others focus on specific verticals, offering tailored solutions for manufacturing, logistics, and healthcare. The competition is fierce, driving rapid advancements in hardware form factors, content creation tools, and AI integration for more intelligent guidance.

The Path Forward: Designing for Human Potential

The shift towards XR in-the-flow training is more than just a technological upgrade; it’s a fundamental rethinking of how we empower the human workforce. It’s about recognizing that expertise isn’t just accumulated knowledge, but the ability to apply that knowledge effectively in complex, dynamic situations. By integrating learning directly into the flow of work, we unlock unprecedented levels of productivity, safety, and human potential.

For leaders in human-centered change, innovation, and experience design, this presents a massive opportunity. We must move beyond simply adopting technology and focus on designing holistic systems where the technology seamlessly serves the human. This means:

  • Empathy Mapping: Truly understanding the challenges, cognitive loads, and pain points of front-line workers.
  • Iterative Design: Prototyping and testing XR solutions directly with users to ensure they are intuitive, non-intrusive, and genuinely helpful.
  • Ethical Considerations: Addressing concerns around data privacy, cognitive overload, and the psychological impact of constant augmentation.
  • Integration Strategy: Ensuring XR training solutions are integrated with existing learning management systems and operational data streams.

The future of work is not just augmented reality; it’s augmented human capability. By embracing XR for in-the-flow training, we are not just making tasks easier; we are making our people smarter, more adaptable, and ultimately, more valuable. This is true innovation, designed with humanity at its core.

Disclaimer: This article speculates on the potential future applications of cutting-edge scientific research. While based on current scientific understanding, the practical realization of these concepts may vary in timeline and feasibility and are subject to ongoing research and development.

Image credit: Pexels

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Do You Have Gumption?

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Do You Have Gumption?

GUEST POST from Mike Shipulski

Doing new work takes gumption. But there are two problems with gumption. One, you’ve got to create it from within. Two, it takes a lot of energy to generate the gumption and to do that you’ve got to be physically fit and mentally grounded. Here are some words that may help.

Move from self-judging to self-loving. It makes a difference.

It’s never enough until you decide it’s enough. And when you do, you can be more beholden to yourself.

You already have what you’re looking for. Look inside.

Taking care of yourself isn’t selfish, it’s self-ful.

When in doubt, go outside.

You can’t believe in yourself without your consent.

Your well-being is your responsibility. And it’s time to be responsible.

When you move your body, your mind smiles.

With selfish, you take care of yourself at another’s expense. With self-ful, you take care of yourself because you’re full of self-love.

When in doubt, feel the doubt and do it anyway.

If you’re not taking care of yourself, understand what you’re putting in the way and then don’t do that anymore.

You can’t help others if you don’t take care of yourself.

If you struggle with taking care of yourself, pretend you’re someone else and do it for them.

Image credit: Unsplash

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Customer Experience is Changing

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If You Don’t Like Change, You’re Going to Hate Extinction

Customer Experience is Changing

GUEST POST from Shep Hyken

Depending on which studies and articles you read, customer service and customer experience (CX) are getting better … or they’re getting worse. Our customer service and CX research found that 60% of consumers had better customer service experiences than last year, and in general, 82% are happy with the customer service they receive from the companies and brands with which they do business.

Yet, some studies claim customer service is worse than ever. Regardless, more companies than ever are investing in improving CX. Some nail it, but even with an investment, some still struggle. Another telling stat is the growing number of companies attending CX conferences.

Last month, more than 5,000 people representing 1,382 companies attended and participated in Contact Center Week (CCW), the world’s largest conference dedicated to customer service and customer experience. This was the largest attendance to date, representing a 25% growth over last year.

Many recognized brands and CX leaders attended and shared their wisdom from the main stage and breakout rooms. The expo hall featured demonstrations of the latest and greatest solutions to create more effective customer support experiences.

The primary reason I attend conferences like CCW is to stay current with the latest advancements and solutions in CX and to gain insight into how industry leaders think. AI took center stage for most of the presentations. No doubt, it continues to improve and gain acceptance. With that in mind, here are some of my favorite takeaways with my commentary from the sessions I attended:

AI for Training

Becky Ploeger, global head of reservations and customer care at Hilton, uses AI to create micro-lessons for employee training. Hilton is using Centrical’s platform to take various topics and turn them into coaching modules. Employees participate in simulations that replicate customer issues.

Can We Trust AI?

As excited as Ploeger is about AI (and agentic AI), there is still trepidation. CX leaders must recognize that AI is not yet perfect and will occasionally provide inaccurate information. Ploeger said, “We have years and years of experience with agents. We only have six months of experience with agentic AI.”

Wrong Information from AI Costs a Company Money—or Does it?

Gadi Shamia, CEO of Replicant, an AI voice technology company, commented about the mistakes AI makes. In general, CX leaders are complaining that going digital is costing the company money because of the bad information customers receive. Shamia asks, “How much are you losing?” While bad information can cause a customer to defect to a competitor, so does a bad experience with a live customer service rep. So, how often does AI provide incorrect information? How many of those customers leave versus trying to connect with an agent? The metrics you choose to define success with a digital self-service experience need to include more than measuring bad experiences. Mark Killick, SVP of experiential operations at Shipt, weighed in on this topic, saying, “If we don’t fix the problems of providing bad information, we’ll just deliver bad information faster.”

Making the Case to Invest in AI

Mariano Tan, president and CEO of Prosodica says, “Nothing gets funded without a clear business case.” The person in charge of the budget for customer service and CX initiatives (typically the CFO in larger companies) won’t “open the wallet” without proof that the expenditure will yield a return on investment (ROI). People in charge of budgets like numbers, so when you create your “clear business case,” be sure to include the numbers that make a compelling reason to invest in CX. Simply saying, “We’ll reduce churn,” isn’t enough. How much churn—that’s a number. How much does it mean to the bottom line—another number. Numbers sell!

Final Words: Love Change, or Else

Neil Gibson, SVP of CX at FedEx, was part of a panel and shared a quote that is the perfect way to end the article. AI is rapidly changing the way we do business. We must keep up, or else. Gibson quoted Fred Smith, the first CEO and founder of FedEx, who said, “If you don’t like change, you’re going to hate extinction.” In other words, keep up or watch your competition blow past you.

This article was originally published on Forbes.com.

Image Credits: Pixabay

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Top 10 Human-Centered Change & Innovation Articles of August 2025

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Top 10 Human-Centered Change & Innovation Articles of August 2025Drum roll please…

At the beginning of each month, we will profile the ten articles from the previous month that generated the most traffic to Human-Centered Change & Innovation. Did your favorite make the cut?

But enough delay, here are August’s ten most popular innovation posts:

  1. The Nordic Way of Leadership in Business — by Stefan Lindegaard
  2. Science Says You Shouldn’t Waste Too Much Time Trying to Convince People — by Greg Satell
  3. A Manager’s Guide to Employee Engagement — by David Burkus
  4. Decoding the Code of Life – Human-Centered Innovation in Synthetic Biology — by Art Inteligencia
  5. Why Innovators Can’t Ignore the Quantum Revolution — by Art Inteligencia
  6. Performance Reviews Don’t Have to Suck — by David Burkus
  7. Why Explainable AI is the Key to Our Future – The Unseen Imperative — by Art Inteligencia
  8. Goals Require Belief to be Achievable — by Mike Shipulski
  9. The Future is Rotary – Human-Centered Innovation in Rotating Detonation Engines — by Art Inteligencia
  10. The Killer Strategic Concept You’ve Never Heard Of – You Really Need to Know About Schwerpunkt! — by Greg Satell

BONUS – Here are five more strong articles published in July that continue to resonate with people:

If you’re not familiar with Human-Centered Change & Innovation, we publish 4-7 new articles every week built around innovation and transformation insights from our roster of contributing authors and ad hoc submissions from community members. Get the articles right in your Facebook, Twitter or Linkedin feeds too!

Build a Common Language of Innovation on your team

Have something to contribute?

Human-Centered Change & Innovation is open to contributions from any and all innovation and transformation professionals out there (practitioners, professors, researchers, consultants, authors, etc.) who have valuable human-centered change and innovation insights to share with everyone for the greater good. If you’d like to contribute, please contact me.

P.S. Here are our Top 40 Innovation Bloggers lists from the last four years:

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Invention Through Co-Creation

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Invention Through Co-Creation

GUEST POST from Janet Sernack

It was an article in the Harvard Business Review, “Why the Lean Start-Up Changes Everything,” by Steve Blank, that caught my attention more than ten years ago and caused me to shift my mindset about entrepreneurship and innovation. He described a lean start-up as “favoring experimentation over elaborate planning, customer feedback over intuition, and iterative design over big design up front” developments. It sparked my fascination and ignited my curiosity about start-ups and how the start-up approach could be applied to creating a collaborative, intrapreneurial, entrepreneurial, and innovative learning curriculum that supported learning new ways of co-creation in the invention and innovation processes.

Why co-creation matters

One of the essential keys to success in innovation, whether as a start-up entrepreneur, corporate intrapreneur, innovation team, aspiring innovative leader, or organization, is your ability to collaborate, experiment, create, invent, and innovate. This involves actively embracing and incorporating the lean start-up approach alongside design thinking, adult learning principles, experiential learning techniques, and change management disciplines, especially in a world that is quickly becoming dominated by AI, to both create and capture value in ways people appreciate and cherish.

What is co-creation?

Invention through co-creation involves a collaborative design process in which stakeholders and customers work together to create and invent innovative solutions. It is a challenging process because it requires people to co-create a shared purpose, ensure equal contribution, and make collective decisions to guarantee that the final product meets the needs and preferences of its users. For these core elements to be successfully implemented, start-up founders and key stakeholders must have high levels of conscious self-awareness, a willingness to accept responsibility for their thoughts and behaviors, strong listening and inquiry skills, and self-mastery to navigate and adapt to the instability and uncertainty of a constantly changing environment.

Failure of innovation educators

With extensive experience in designing and developing bespoke experiential learning programs, I quickly realized that most traditional innovation education programs in tertiary institutions mainly focus on applying project management disciplines to creative ideas. Organizations relied on idea-generation tools, applying design thinking, and agile methodologies to improve efficiency and performance. While these disciplined approaches are vital for the success of start-ups and innovation initiatives, they rarely lead to systemic awareness and continuous learning, which are essential for innovation. Other options tend to involve quick, episodic “innovation theater” or entirely chaotic open innovation initiatives, which also fail to deliver the desired or potential long-term productivity, performance improvements, and growth!

  • Balancing and integrating chaos and rigidity

When people concentrate on balancing and integrating the chaos of creativity with the rigidity of disciplined methodologies, they can co-create, innovate, and deliver forward-thinking solutions by being agile, adaptable, and emotionally resilient. This forms the essential foundation for start-ups, entrepreneurs, teams, and organizations to achieve balance, focus, and flow while remaining resilient in the post-pandemic era of instability and uncertainty. At the same time, the outcome of integration is harmony; the lack of integration results in chaos, unpredictability, instability, and rigidity, where individuals unconsciously display inflexible and controlling behaviors.

The Start-Up Game™ Story

The Start-Up Game™ is based on the principle that “anyone can earn to innovate”, as it has been co-created as an immersive hybrid board game that combines achievement, competition, and an AI learning component. It is a co-creation tool that guides players to think, behave, and act differently by safely exploring the language, key mindsets, behaviors, and innovative thinking skills of successful intrapreneurs, entrepreneurs, and innovators within a socially responsible start-up environment. The game provides a safe, playful, and energizing space for players to experiment, take strategic risks, iterate, pivot, and co-create sustainable, future-ready, innovative solutions to survive and thrive on the innovation roller-coaster ride.

TechCrunch’s Innovation initially inspired our co-creation. We wondered how we could bring our vision to life by designing a two-hour board game that delivered value beyond mere engagement. We sought to create an immersive, playful, and interactive experience that participants could enjoy and gain from, within a risk-free learning environment, while generating an unprecedented level of lasting impact. The challenge we faced was heightened by today’s shorter attention spans and the fast-paced nature of our world, all within the constraints of an online learning environment.

Traditionally, business games create an environment where participants can make decisions, take risks, and learn from mistakes, all without real-world consequences. At the same time, they encourage better teamwork, collaboration, networking, and relationship-building opportunities. However, the value we aimed to deliver went beyond that, seeking to broaden players’ horizons, change their ways of thinking, and introduce new language, mindsets, and behaviors of innovation by playing the lean start-up way.

To ensure a lasting impact, we integrated advanced technology and hybrid, blended learning processes designed to enhance delivery. This extended beyond the in-game experience to include pre-game elements, establishing the foundation and providing context for the game. A key feature is the use of Generative AI avatars for content delivery, supported by written versions to accommodate different learning styles. By applying experiential and adult learning principles and techniques, we created team pause points and check-ins to encourage teams to regularly observe and reflect on their performance, while also fostering reflection and deeper discussions on how to improve during their current phase of the game. 

Invention through co-creation

  • Being both creative and methodical

Invention through co-creation is not an easy process; in fact, it can be highly challenging and often chaotic, requiring people to balance creative chaos with disciplined order. Many start-ups, innovation teams, and digital and innovation transformation initiatives frequently fail because they do not mitigate risks by integrating the chaos of creativity with a disciplined and methodical approach. This is why design thinking and agile have become so popular, as they involve robust, structured methodologies that are easy to learn, follow, and implement. Design thinking principles and techniques are vital to the invention process, helping to manage key stages of the co-creation cycle:

  • Identify the user and their problem,
  • Ideating a hypothetical solution,
  • Developing a prototype,
  • Getting user feedback,
  • Iterating the prototype,
  • Getting user feedback,
  • Pivoting prototype,
  • Finalising the solution. 

One of the most important lessons was recognizing the need to balance the creativity of chaos with disciplined order, which is why it is crucial to introduce creative energy, passionate purpose, and innovative thinking to drive and maintain that balance. To create, invent, and innovate successfully and avoid failure, co-creators must be attentive and intentional in:

a) Developing self-regulation strategies that support co-creation:

  • Flow with the uncertainty of success in an unstable environment.
  • Be willing to disrupt their habitual thinking and feeling habits and be cognitively agile in constantly shifting their mindsets and developing multiple perspectives.
  • Accept responsibility for their operating styles and ensure that they have a constructive impact on each other and their stakeholders.

b) Maintaining self-management strategies that enable co-creation:

  • Develop conscious and systemic awareness.
  • Generate both deep and agile thinking processes.
  • Sustain their emotional energy in capturing and creating value.
  • Adapt to stay ahead of change; be resilient, hopeful, and optimistic.

This involves the co-creators opening their minds, hearts, and will to unleash possibilities, emerge, diverge, and converge on new ideas, while withholding evaluation and judgement through deep observation, inquiry, and reflective listening practice. To cultivate people’s neuroplasticity through structured play, encouraging new growth, wonder, and a game-based mindset, and building the foundations for thinking differently. To foster honesty, courage, and provocation in using cognitive dissonance, creative tension, and contrarian behaviors to facilitate generative debate.

Key success factors

It involves blending the generative learning process with the discipline and rigor of adopting a methodical design thinking approach. The goal is to be brave and bold, compassionate and empathic when faced with challenges, both in being challenged and challenging others to think, act, and be differently. It includes experimenting through beta testing, managing the risks and demands of limited self-funded options, while co-creating a professionally designed set of user interfaces as the start-up navigates the start-up curve and the innovation roller-coaster, aiming to reach the Promised Land.

The Start-up Game™ is ideal for corporates, academic institutions, business schools and small to medium businesses to introduce the language, key mindsets, behaviors, and innovative thinking skills as an engaging, blended and experiential learning activity at innovation and strategy off-sites and in leadership development programs, cross-functional team-building events, culture change initiatives and sustainability and ESG engagement workshops to:

  • Promote inclusivity, collaboration, and real co-creation through playful experimentation and equal partnership.
  • Enable people to make sense of innovation in the context of entrepreneurship, and intrapreneurship involves bringing an innovation culture to life.
  • Build both awareness and the application of innovative thinking and problem-solving to real-life challenges and business problems.

Successful co-creation yields increased engagement, collaboration, experimentation, enhanced understanding, and the delivery of innovative solutions and outcomes.

Through integrating both creative and inventive people with disciplined systems, processes, and methodologies.

This is an excerpt from our upcoming book, “Anyone Can Learn to Innovate,” scheduled for publication in early 2026.

Please find out more about our work at ImagineNation™. 

Discover our collective learning products and tools, including The Coach for Innovators, Leaders, and Teams Certified Program, presented by Janet Sernack. It is a collaborative, intimate, and profoundly personalized innovation coaching and learning program supported by a global group of peers over nine weeks. It can be customized as a bespoke corporate learning program. It is a blended and transformational change and learning program that provides a deep understanding of the language, principles, and applications of an ecosystem-focused, human-centric approach and emergent structure (Theory U) to innovation. It will also up-skill people and teams, developing their future fitness within your unique innovation context. Please find out more about The Start-Up Game.

Image Credit: Pixabay

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Mismanaging Uncertainty & Risk is Killing Our Businesses

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Mismanaging Uncertainty & Risk is Killing Our Businesses

GUEST POST from Robyn Bolton

During September 2011, the English language officially died.  That was the month that the Oxford English Dictionary, long regarded as the accepted authority on the English language published an update in which “literally” also meant figuratively. By 2016, every other major dictionary had followed suit.

The justification was simple: “literally” has been used to mean “figuratively” since 1769. Citing examples from Louisa May Alcott’s Little Women, Charles Dickens’ David Copperfield, Charlotte Bronte’s Jane Eyre, and F. Scott Fitzgerald’s The Great Gatsby, they claimed they were simply reflecting the evolution of a living language.

What utter twaddle.

Without a common understanding of a word’s meaning, we create our own definitions which lead to secret expectations, and eventually chaos.

And not just interpersonally. It can affect entire economies.

Maybe the state of the US economy is just a misunderstanding

Uncertainty.

We’re hearing and saying that word a lot lately. Whether it’s in reference to tariffs, interest rates, immigration, or customer spending, it’s hard to go a single day without “uncertainty” popping up somewhere in your life.

But are we really talking about “uncertainty?”

Uncertainty and Risk are not the same.

The notion of risk and uncertainty was first formally introduced into economics in 1921 when Frank Knight, one of the founders of the Chicago school of economics, published his dissertation Risk, Uncertainty and Profit.  In the 114 since, economists and academics continued to enhance, refine, and debate his definitions and their implications.

Out here in the real world, most businesspeople use them as synonyms meaning “bad things to be avoided at all costs.”

But they’re not synonyms. They have distinct meanings, different paths to resolution, and dramatically different outcomes.

Risk can be measured and/or calculated.

Uncertainty cannot be measured or calculated

The impact of tariffs, interest rates, changes in visa availability, and customer spending can all be modeled and quantified.

So it’s NOT uncertainty that’s “paralyzing” employers.  It’s risk!

Not so fast my friend.

Not all Uncertainties are the same

According to Knight, Uncertainty drives profit because it connects “with the exercise of judgment or the formation of those opinions as to the future course of events, which…actually guide most of our conduct.”

So while we can model, calculate, and measure tariffs, interest rates, and other market dynamics, the probability of each outcome is unknown.  Thus, our response requires judgment.

Sometimes.

Because not all uncertainties are the same.

The Unknown (also known as “uncertainty based on ignorance”) exists when there is a “lack of information which would be necessary to make decisions with certain outcomes.”

The Unknowable (“uncertainty based on ambiguity”) exists when “an ongoing stream [of information]  supports several different meanings at the same time.”

Put simply, if getting more data makes the answer obvious, we’re facing the Unknown and waiting, learning, or modeling different outcomes can move us closer to resolution. If more data isn’t helpful because it will continue to point to different, equally plausible, solutions, you’re facing the Unknowable.

So what (and why did you drag us through your literally/figuratively rant)?

If you want to get unstuck – whether it’s a project, a proposal, a team, or an entire business, you first need to be clear about what you’re facing.

If it’s a Risk, model it, measure it, make a decision, move forward.

If it’s an uncertainty, what kind is it?

If it’s Unknown, decide when to decide, ask questions, gather data, then, when the time comes, decide and move forward

If it’s Unknowable, decide how to decide then put your big kid pants on, have the honest and tough conversations, negotiate, make a decision, and move on.

I mean that literally.

Image credit: Pixabay

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Why Big Ideas Often Fail to Survive Victory

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Why Big Ideas Often Fail To Survive Victory

GUEST POST from Greg Satell

I still vividly remember a whiskey drinking session I had with a good friend in my flat in Kyiv in early 2005, shortly after the Orange Revolution had concluded. We were discussing what would come after and, knowing that I had lived in Poland during years of reform, he was interested in my opinion about the future. I told him NATO and EU ascension was the way to go.

My friend, a prominent journalist, disagreed. He thought that Ukraine should pursue a “Finnish model,” in which it would pursue good relations with both Russia and the west, favoring neither. As he saw it, the Ukrainian people, who had just been through months of political turmoil, should pursue a “third way” and leave the drama behind.

As it turned out, we were both wrong. The promise of change would soon turn to nightmare, ending with an evil, brutal regime and a second Ukrainian revolution a decade later. I would later find that this pattern is so common that there is even a name for it: the failure to survive victory. To break the cycle you first need to learn to anticipate it and then to prepare for it.

The Thrill Of A New Direction And An Initial Success

In the weeks after the Orange Revolution I happened to be in Warsaw and saw a huge banner celebrating democracy movements in Eastern Europe, with Poland’s Solidarity movement as the first and Ukraine’s Orange revolution as the last in the series. Everyone thought that Ukraine would follow its neighbor into peace and prosperity.

We were triumphant and it seemed like the forces of history were on our side. That’s one reason why we failed to see the forces that were gathering. Despite our enthusiasm, those who opposed our cause didn’t just melt away and go home. In fact they redoubled their efforts to undermine what we had achieved. We never really saw it coming.

I see the same thing in my work with organizational transformations. Once people get a taste of that initial success—they win executive sponsorship for their initiative, get a budget approved or even achieve some tangible progress on the ground—they think it will all get easier. It never does. In fact, it usually gets harder.

Make no mistake. Opposition doesn’t erupt in spite of an early success, but because of it. A change initiative only becomes a threat to the status quo when it begins to gain traction. That’s when the knives come out and, much like my friend and I after the Orange Revolution, most people working to bring about change are oblivious to it.

If you are working for a change that you believe in passionately, chances are you’re missing a brewing storm. Almost everyone does the first time around (and many never learn to recognize it).

Propagating Echo Chambers

One of the reasons we failed to see trouble brewing back then was that, as best we could tell, everyone around us saw things the same way we did. Whatever dissenting voices we did come across seemed like an aberration to us. Sure, some people were still stuck in the old ways, we thought, but with history on our side how could we fail?

Something similar happened in the wake of the George Floyd protests. The city council in Minneapolis, where the incident took place, voted to defund the police. Taking its cue, corporate America brought in armies of consultants to set out the new rules of the workplace. In one survey, 85% of CHRO’s said that they were expanding diversity and inclusion efforts. With such an outpouring of news coverage and emotion, who would dare to question them?

The truth is that majorities don’t just rule, they also influence in a number of ways. First, decades of studies show that we tend to conform to the views around us and that effect extends out to three degrees of relationships. Not only people we know, but the friends of their friends—most of whom we don’t even know—affect how we think.

It isn’t just what we hear but also what we say that matters. Research from MIT suggests that when we are around people we expect to agree with us, we’re less likely to check our facts and more likely to share information that isn’t true. That, in turn, impacts our informational environment, helping to create an echo chamber that reinforces our sense of certainty.

The Inevitable Backlash

Almost as soon as the new Ukrainian government took power in 2005, the opposition went on the offensive. While the new President, Viktor Yushchenko was seen positively, they attacked the people around him. His Prime Minister, Yulia Tymoshenko, was portrayed as a calculating and devious woman. When Yushchenko’s son got into trouble, questions were raised about corruption in his father’s administration.

A similar pattern took hold in the wake of the George Floyd protests. Calls for racial justice were portrayed as anti-police and law enforcement budgets across the country increased as “We Support Our Police” signs went up on suburban lawns. Critical Race Theory, an obscure legal concept rarely discussed outside of universities, became a political punching bag. Today, as layoffs increase, corporate diversity efforts are sure to take a hit.

These patterns are not exceptions. They are the rule. As Saul Alinsky pointed out, every revolution inspires a counter-revolution. That is the physics of change. Every reaction provokes a reaction. Every success impacts your environment and some of those changes will not be favorable to your cause. They will expose vulnerabilities that can be exploited by those who oppose your idea.

Yet Alinsky didn’t just identify the problem, he also pointed to a solution. “Once we accept and learn to anticipate the inevitable counter-revolution, we may then alter the historical pattern of revolution and counter-revolution from the traditional slow advance of two steps forward and one step backward to minimizing the latter,” he writes.

In other words, the key to surviving victory is to prepare for the backlash that is sure to come and build a strategy to overcome it.

Building A Shared Future Rooted In Shared Values

In the two decades I have been researching transformation and change, the failure to survive victory is probably the most consistent aspect of it. In fact, it is so common you can almost set your watch by it. Amazingly, no matter how many times change advocates experience it, they rarely see it coming. Many, in fact, seem to take pride in how many battles they have lost, seeing it as some kind of badge of honor.

The uncomfortable truth is that success doesn’t necessarily begat more success. Often it breeds failure. People mistake a moment for a movement and think that their time has finally come. Believing change to be inevitable, they get cocky and overconfident and miss the networks of unseen connections forming in opposition. They make sure to press a point, but fail to make a difference.

Lasting change always needs to be built on common ground. That’s what we failed to see all those years ago, when I began my journey. You can never base your revolution on any particular person, technology or policy. It needs to be rooted in shared values and if we truly care about change, we need to hold ourselves accountable to be effective messengers.

We can’t just preach to the choir. Sometimes we need to venture out of the church and mix with the heathens. We can be clear about where we stand and still listen to those who see things differently. That doesn’t mean we compromise. In fact, we should never compromise the values we believe in. What we can do, however, is identify common ground upon which to build a shared future.

These principles hold true whether the change you seek is in your organization, your industry, your community or throughout society as a whole. If you fail to learn and apply them, don’t be surprised when you fail to survive victory.

— Article courtesy of the Digital Tonto blog
— Image credit: Pexels

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