EPIC2018

EPIC2018 Proceedings Are Here!

The phenomenal content from EPIC2018 is ready for you to access on demand—including papers, case studies, keynotes, panels, and PechaKucha. All articles are FREE to read, download, and share with your colleagues, teams, client, and in-laws. Video is available to EPIC Members. Membership also includes access to excellent learning opportunities and supports the important work…

Play it Back: Research as Intervention

NATALIE NAPIERInWithForward PechaKucha Presentation The social welfare system was built to protect the vulnerable through the provision of basic needs. I left my social service job to join an organization with a mission to shift that system from safety nets to trampolines - from services designed to maximize safety, to those that develop agency and resilience. That’s meant interrogating and renewing my principles for ethical engagement with people who are getting the poorest outcomes from services. Returning people’s data to them, in the form of a story is now a practice at the heart of my relationships to the people with whom I do research. At the best of times this interaction is an intervention in and of itself, validating someone’s experience and allowing them to open themselves up to new self-narratives. But the goal of story return in not a positive reception; rather, it’s about following through on our ethical commitment to recognize people’s ownership over their own data, and allowing them the opportunity to benefit...

Mattresses & Moneyboxes: Cultural Affordances for Microfinance in Jordan

ZACH HYMAN EPAM Continuum Case Study—This case study will present how a multicultural and multidisciplinary team from EPAM Continuum, the global innovation design firm, gathered, analyzed, and presented back different forms of “evidence” to satisfy the complex set of client and customer needs for a Jordanian microfinance bank with 30 branches and 65,000 clients. The team navigated cultural and linguistic barriers as they sought to provide stakeholders and their customers the evidence they needed to confidently design a new “mobile payment service” for their microloan customers. Over the course of the engagement, the firm's team strove not only to research, design, and prototype a new service to hand off to a local development team, but also to (1) use a combination of deliverables and in-field accompaniment to train microfinance bank staff in their process; (2) present evidence demonstrating the deep customer understanding that can result from pairing ethnographic research and human-centered design; and (3) create evidence...

Working with Intuition

ANISH NANGIA User Experience Researcher, eBay Inc. PechaKucha Presentation Evidence, today, can have very narrow definitions. For digital products, this type of evidence usually includes clicks and engagement metrics. I believe that in our effort to only listen to numbers and data, we have created a culture that looks down on intuition as something messy and to be rejected. As a result, we train ourselves to cast our intuition aside. When we do listen, we dare not speak up about it. Intuition is a part of what makes us human. It is often the primary way we make sense of our work (and the world around us). Yet, we continue to focus only on rationality and logic. Ultimtately, the goal of this piece is to present intuition from a different lens – to understand it, learn to listen to it and create spaces where we talk about it. Anish Nangia is a User Experience Researcher that uses human centered design to understand complex problem spaces and inspire compelling products. anishnangia@gmail.com 2018 Ethnographic Praxis in Industry...

Screenplay, Novel, and Poem: The Value of Borrowing From Three Literary Genres to Frame Our Thinking as We Gather, Analyze, and Elevate Data in Applied Ethnographic Work

MARIA CURY ReD Associates MICHELE CHANG-MCGRATH ReD Associates Applied ethnography still struggles with the fundamental challenges of (1) framing research to obtain ‘thick’ data, (2) making sense of data in teams and with clients, and (3) making a convincing case with data in challenging environments. We have observed that borrowing from literary genres can be effective in addressing these challenges. We therefore argue that in an age of data science, it is just as important to draw from the literary arts when gathering, analyzing, and elevating evidence to inspire change in applied ethnographic work. We raise three specific applications of literary genres to distinct project phases, to improve how data is collected and analyzed, and how data travels. In this paper we show: (1) how the screenplay can help solve challenges in research framing, to obtain thicker data; (2) how the novel can help solve challenges in analysis, to turn data into meaningful evidence; (3) how poetry can help solve challenges in the opportunities-development...

Getting from Vision to Reality: How Ethnography and Prototyping Can Solve Late-Stage Design Challenges

BRADY SIH Kaiser Permanente HILLARY CAREY Winnow Research MICHAEL C. LIN Kaiser Permanente Cast Study—In 2014, Kaiser Permanente began implementing a next-generation medical office model that reimagines the outpatient care experience, combining new architecture, workflow, and technology to create a more convenient experience for patients and a connected, efficient experience for staff and care teams. As the first next-gen facilities were being built, challenges emerged as teams across a variety of disciplines attempted to translate the model's vision into reality. Teams were making design and operational decisions in parallel, without the ability to see how their decisions impacted the overall user experience. To resolve these challenges, our innovation team at Kaiser Permanente used a hybrid make-and-observe method of prototyping and ethnography. Employing a co-creation mindset (Bødker and Grønbaek 1991), we engaged staff and patients to help us bring the future state of these next-gen clinics to life in a minimally viable way....

Contextual Breathing: The Importance of Opening in an Increasingly Closed World

APRIL JEFFRIES Ipsos Understanding Unlimited PechaKucha Presentation Context cannot be ignored. The ability to pull back, observe and listen deeply balanced with internal analysis and reflection has significant impact on our individual and societal health. Myopic views that ignore or distort what is happening around us have resulted in a social, cultural and political bipolar effect that occurs within a narrow spectrum of isolation. Extreme swings from close-minded tribes to secluded self dialogue, wreak havoc on our broader needs for transcendence and compassion. A study of middle-class moms in America, found a pull toward insular communities in unexpected places. Hostile or challenging political arguments were increasingly infiltrating conversations in venues ranging from Facebook to book club. Emotional eruptions in previously “safe spaces” caused retreats to like-minded groups. Women who may have otherwise enjoyed open curiosity or stimulating debate, in these situations, were ill-equipped to handle feelings of rejection...

How Is Evidence Created, Used & Abused? EPIC2018 Opening Remarks

by DAWN NAFUS (Intel), EPIC2018 Co-chair We chose Evidence as the EPIC2018 theme in part to explore this question of why some things constitute evidence and not others. There are lots of factors we could point to, but since I’m standing next to a data scientist the first one I’ll talk about is digitization. Digitization changes how people live, and it creates forms of evidence about people’s lives that we need to reckon with methodologically. Many of us are in the thick of organizations that handle some complicated datasets, traces of people and their environments, and so on. We’ve got to figure out how to engage with them, and I think that means we need new approaches if we are going to meaningfully intervene. The toolbox of user experience is only going to get us so far. So we’re going to need some friends, particularly those data scientists who are, like us, committed to the idea that datasets ought to be moored in some kind of social reality, and that they can’t just be built based on what’s expedient at the time. While...

Just Add Water: Lessons Learned from Mixing Data Science and Design Research Methods to Improve Customer Service

OVETTA SAMPSON IDEO Chicago and DePaul University Case Study—This case study provides an inside look at what occurs when methods from the data science and ethnographic fields are mixed to solve perennial customer service problems within the call center and cruise industries. The paper details this particular blend of ethnographic practitioners with a data scientist resulted in changes to design approaches, debunking myths about qualitative and quantitative research methods being at odds and altering team member perspectives about the value of both. The project also led to the creation of innovative blended design research and data science methods to discover and leverage the right customer data to the benefit of both the customer and the call center agents who serve them. This paper offers insight into the untold value design teams can unlock when data scientists and ethnographers work together to solve a problem. The result was a design solution that gives a top-performing company an edge to grow even better by leveraging the millions...

The Root Cause is Capitalism… and Patriarchy

LINDSEY WALLACE, PHD Adobe Design Research & Strategy Team JENNA MELNYK Adobe Design Research & Strategy Team Case Study—The authors used anthropology and other design research methods to develop a new kind of study to capture the world of professional creatives and the people they work with. To uncover core collaboration challenges for professional creatives the authors asked asked them to walk through past projects, who they interacted with at different points, and discuss their affective experiences. Critical collaborative problems for participants in this study stemmed from two factors: ever-increasing corporate demands to do more with less, and concurrent attempts to automate feminized administrative coordination tasks. To communicate actionable findings, the authors balanced systems-level thinking with the identification of the kinds of problems Adobe could and would solve. While large scale social change was outside the scope of actionable recommendations for a product design team, the implications of social structures...

Scale, Nuance, and New Expectations in Ethnographic Observation and Sensemaking

ALEXANDRA ZAFIROGLU Intel Corporation YEN-NING CHANG Intel Corporation Case Study—We consider new expectations for ethnographic observation and sensemaking in the next 20-25 years, as technology industry ethnographers' work unfolds in the increasing presence of the type of analytical capabilities specially trained (and self-training) machines can do ‘better’ and ‘cheaper’ than humans as they can take in, analyze and model digital data at much higher volumes and with an attention to nuance not achievable through human cognition alone. We do so by re-imagining three of our existing ethnographic research projects with the addition of very specific applications of machine learning, computer vision, and Internet of Things sensing and connectivity technologies. We draw speculative conclusions about: (1) how data in-and-of-the world that drives tech innovation will be collected and analyzed, (2) how ethnographers will approach analysis and findings, and (3) how the evidence produced by ethnographers will be evaluated and validated....

Gaming Evidence: Power, Storytelling and the “Colonial Moment” in a Chicago Systems Change Project

NATHAN HEINTZ Systems Change Consultant Case Study—In 2016 The Chicago Community Trust (“The Trust”), a local Chicago foundation, partnered with Roller Strategies (“Roller”), an international professional services firm, to deploy an innovative mixed-methods approach to community-driven social change on the South Side of Chicago. This partnership convened a diverse group of stakeholders representing a microcosm of the social system, and launched a project with the aim of developing resilient livelihoods for youth aged 18-26 in three specific South Side neighborhoods. Roller designed and facilitated a process through which the stakeholder group scoped, launched, piloted and prototyped community-driven initiatives. While innovative and successful by some metrics, the project had its challenges. The convening institutions and their staff were often perceived as “outsiders” and “experts” without intimate local knowledge of the social challenges they were attempting to address. This dynamic played out in complex power...

The Transformative Power of Singular Stories: Making the Case for Qualitative Evidence in Healthcare Contexts in Colombia

JULIANA CARDONA A Piece of Pie JULIANA SALDARRIAGA A Piece of Pie MARIA FERNANDA ESTUPIÑAN A Piece of Pie PAULA GAMBOA A Piece of Pie Case Study—In this case study we describe how we collaborated with a Colombian healthcare provider company and enabled its decision makers to understand the power of stories and other types of qualitative evidence in healthcare contexts. The stories became a tool for recognizing singularities in a complex, massive system, where individuals were constantly reduced to social security numbers. We describe the qualitative methods implemented, such as in-depth interviews, projective techniques, shadowings and observations, explain the difficulty in explaining the value of our qualitative evidence and mention some of the lessons learned throughout the project. We also discuss the project’s outcomes, such as understanding the difference between user perception and user experience, the impotance of healthcare providers to go beyond healthcare and using stories as input for measuring quality of the service....

Human-Centered Data Science: A New Paradigm for Industrial IoT

MATTHEW YAPCHAIAN Uptake Few professions appear more at odds, at least on the surface, than ethnography and data science. The first deals in qualitative “truths,” gleaned by human researchers, based on careful, deep observation of only a small number of human subjects, typically. The latter deals in quantitative “truths,” mined through computer-executed algorithms, based on vast swaths of anonymous data points. To the ethnographer, “truth” involves an understanding of how and why things are truly the way they are. To the data scientist, “truth” is more about designing algorithms that make guesses that are empirically correct a good portion of the time. Data science driven products, like those that Uptake builds, are most powerful and functional when they leverage the core strengths of both data science and ethnographic insights: what we call Human-Centered Data Science. I will argue that data science, including the collection and manipulation of data, is a practice that is in many ways as human-centered and subjective...

Physicalizations of Big Data in Ethnographic Context

JACOB BUUR Design and Communication, University of Southern Denmark SARA SAID MOSLEH Design and Communication, University of Southern Denmark CHRISTINA FYHN NIELSEN Design and Communication, University of Southern Denmark With the Big Data hype, making digital data accessible and relatable for non-data experts is becoming an increasing challenge. In this paper we suggest Data Physicalization as a novel approach to facilitate conversations with collaborators about the meaning of data. While this challenge has been approached with data visualizations before, we propose that Data Physicalizations can bring stronger engagement and even more depth to the data than visualizations can offer. Based on four design examples, we investigate how data, when made physical, can be used to instigate valuable reflections between field researchers and non-data experts, and can serve as a platform for design. In all cases we worked with Data Physicalization to enhance our own understanding of the field, to engage collaborators in sense-making, and to...