Professional Documents
Culture Documents
IMPROVEMENT INTEGRATION
Gabriel Chung Goldia Kong
G2000’s HR Execution Excellence—Retail Attendance System was one of the innovative projects to
receive the ISPI Award of Excellence in 2016. It is a continuous improvement project that applies the
concept of holistic human performance improvement using an ISPI human performance technology (HPT)
model (ISPI, 2012) to streamline the front-end and back-end processes of our Retail Attendance System.
As a result, it leads us to achieve one of our business goals: employment regulatory compliance. In our
case, the project team was tasked with seeking solutions to ensure that the payroll process for retail staff
could be performed accurately and in a timely manner. After applying the HPT model to conduct the gap
analysis and identify the causes or factors that were limiting our performance, we integrated the concept
of human-centered design approach at the solution-design phase of the project, to lead us to innovative
solutions.
Workplace Level Gaps • Inspiration triggers the search for viable solutions by
identifying a need or a problem and translating this
At the workplace level, we found gaps related to com-
into an opportunity.
pliance with the Payment of Wages Ordinance. The la-
bor dispute we experienced was a significant manage- • Ideation is the creative process of generating various
ment challenge. The cause of it was inaccurate retail at- ideas and testing them among potential users within
tendance and shop transfer data. We paid retail staff less the community the designer is aiming to serve.
than what we should have, and the case was brought to • Implementation is the route from ideas and concepts
the court. This cause reflected the tools and resources to real-life solutions that benefit people in their daily
category. lives.
Inspiration Phase—Empathy
The HCD approach is rooted in empathy—the ability to FIGURE 3. EMPATHY MAP
understand other people’s feelings and see things from
their perspectives. The goal is to find an innovative solu-
tion that not only works well or looks good but truly meets you are aiming to serve. One of the tools that helps you to
the needs and desires of the target users. Understanding stay on track is the empathy map (see Figure 3).
and involving the people you’re designing for, throughout
the design process, is therefore your route to success. Inspiration Phase—Extremes and Mainstreams
Looking at problems from a new perspective unleashes To fully serve our audience with a design solution that
a certain freedom and creativity in human-centered de- worked for everyone, it was important to make sure that
signers in that it forces them to put aside their preconcep- we included people from the extremes of the spectrum as
tions and assumptions, challenges their existing ways of well as those who fit squarely in the mainstream (see Fig-
thinking, and allows them to see opportunities for inno- ure 4). In fact, it is often in consultation with some of the
vation and improvement with fresh eyes. Empathy is the people at either extreme that your creativity will be most
best way to make sure that you stay on track throughout stretched, as this inevitably pushes you to consider more
the design process, keeping your focus on the target users nuanced use cases, challenges, and opportunities.
Depending on your particular project and goals, the • RAS needs to be more user friendly.
definition of an “extreme user” will vary. When recruit- • Paper shop transfer forms currently in use are out-
ing participants for interviews, there are many basic fac- dated.
tors to consider, such as age, gender, and income level. It • The workload of the DSMs is very heavy; they can-
is also important to identify the particular characteristics not be relied on for the attendance approval and shop
and experiences that might place someone at either end of transfer process.
the spectrum.
For the G2000 project, to understand the needs, the • Part-time and new employees do not know how to use
feelings, and the desires of our retail staff, both the ex- the RAS.
tremes and mainstreams, we (the talent management
team) visited retail stores to meet and stand alongside both
full-time and part-time retail staff. We immersed our- IDEATION PHASE OF HCD
selves in the retail working life by observing how staff used The ideation phase is about generating as many ideas as
the RAS, as well as how shop managers approved retail possible from the data gathered and lessons learned. This
staff attendance. We also interviewed the human resources is a collaborative process; the project team shared the find-
(HR) staff who are responsible for payroll. With the help ings and insight statements with the team members, en-
of the empathy map (Gray, Brown, & Macanufo, 2010), couraged an exchange of ideas, and then collectively de-
we observed, asked questions, and listened to what staff cided which concepts to pursue. The project team also
had to say to better understand how they think and feel kept going back to the target users with rough proto-
and to identify the problems they face. We captured what types to obtain the instant feedback that guided refine-
they heard about the RAS and the payroll process on the ments to the solution. There are three key steps associated
empathy map. with the ideation phase: synthesis, brainstorming, and
In short, we arranged a series of elicitation sessions prototyping.
to collect direct feedback from retail staff, shop man-
agers, district sales managers, and HR. The format of Ideation Phase—Synthesis
each session was tailored to the respondents’ profile and As user feedback and findings continue to grow, it is vital
level of understanding of the company; data collection to take the time to consciously assess and make sense of
methods included interviews, questionnaires, and onsite what you are seeing and hearing from your community so
observations. that you do not lose your direction.
Once we gathered as much information as possible, Step 1: Download your learnings. Teamwork and
our next task was to translate this data into key themes collaborative creativity are central to HCD, so you will
and lessons learned that informed and directed the rest “download,” sort, organize, and discuss your findings as a
of the design process. In HCD, these are called insight group. To make sure that everyone has an opportunity to
statements—three to five clear and directional summary share his or her thoughts, stories, and feelings, it is help-
sentences that proved invaluable in keeping us focused ful to use individual sticky notes, stuck to large sheets of
on designing sustainable, human-centered solutions. Here paper (see Figure 5). This generates a rich pool of group
are some insight statements that we came up with: knowledge from many different perspectives and voices.
stimulates and stretches creativity. The ongoing process IMPLEMENTATION PHASE OF HCD
of iteration challenges designers to be responsive and The implementation phase occurs when your vision be-
flexible, to explore new approaches, and to be constantly comes a reality. You can take it to market in full confidence
improving. that your solution will be successful because you have con-
The goal of iteration is perfection, but this is achieved sistently kept the community you are aiming to serve at the
through the testing of numerous imperfect prototypes heart of the process.
along the way. This saves you from investing endless Human-centered design underpins the rest of the HPT
hours and resources into early, questionable versions of process. After the stakeholders have agreed on a prototype,
a concept and enables you to reach successful solutions the implementation, maintenance, and evaluation plan are
more quickly. Ultimately, iteration gives designers the prepared and presented to the decision maker. The team
freedom to run with a concept without worrying about can design a handful of mini-pilots that precede and in-
getting it right the first time; it also keeps this process in form the full pilot program. Mini-pilots might engage peo-
check and guides you toward an effective solution that ple who are outside of the group of stakeholders for the
meets a real need. final implementation. These pilots shape the final devel-
For the G2000 project, the team used the app screen opments and refinements and ensure the conformity and
mockup method for the user interface and arranged feasibility of the solutions.
several structured walk-through workshops for po- An important element of the implementation phase is
tential users (see Figure 8). The mockup prototypes to develop strategies that make the solutions sustainable
provide a quick, easy way for users to “visualize” the over time, so that the changes you implement will continue
design ideas, and evolutionary prototyping can signif- to help the company to achieve its goals more effectively.
icantly accelerate the development time. The iterative If you want to see different outcomes in the future, you
nature of prototyping incorporates feedback from users often need to make forward-thinking changes at this stage,
very early on in the process, allowing ongoing formative whether that involves finding fresh talent, developing new
evaluation. skills, or building new external partnerships.
After implementation, it is crucial that you take the running for a year and responsibility for the solution
time to evaluate the results and their impact by de- was under the operations team, we still monitored the
veloping a measurement strategy. Human-centered de- project results by using the balanced scorecard method
sign integrates design and measurement methods in (Kaplan & Norton, 1996). This was an evaluation jour-
a continuous learning cycle. By encouraging ongoing ney (see Figure 9) that combined the balanced score-
measurement, evaluation, and iteration, the solutions card model and Kirkpatrick’s four levels of evaluation
stay grounded in real-world impact and continue to model.
evolve. The results we have experienced thus far include the
Applying an HPT model to assess the needs and to following:
identify the root causes of the limitations to our HR per-
formance was an important place to start, as we needed
• Level 7 (L7) (BSC–Financial Perspective) Risk rating
to be sure of the essential problem before trying to work
of breaching the payment of wages: before: 25 scores,
toward a solution. With the integration of the HCD ap-
target: 5 scores versus result: 5 scores (meets target).
proach, we then performed the inspiration phase to ex-
plore new perspectives on our need, the ideation phase • Level 6 (L6) (BSC–Customer Perspective) The satis-
to generate ideas, and the implementation phase to make faction rate of the RAS from retail staff and C&B team
these ideas tangible and usable. Following this, we re- members is over 95%.
turned to the performance improvement process, and • Level 5 (L5) (BSC–Internal Process Perspective) Ac-
through the implementation of the G2000 project, we curacy rate of the RAS: before 79%, target: 95% versus
have successfully exceeded our targets in the past year. result: 95% (meets target).
To ensure the effectiveness of the project, we evaluated it • Level 4 (L4) (BSC–Learning and Growth Perspective):
by Kirkpatrick’s four-level evaluation model (Kirkpatrick 100% new retail staff received the enhanced RAS user
& Kirkpatrick, 2006). Even after the project had been training on day one at their shop.
Staff Engagement
All of the solutions are focused on the real-life daily prob-
lems that our staff was facing. Their voices played a vi-
tal role in the development and iteration of our solu-
tions, and throughout the process they knew that we were
listening, caring for, and respecting their ideas. IDEO’s
3I model was therefore a highly effective engagement
tool.
Collaboration
Throughout the brainstorming and prototyping activities,
members from different departments were invited to work
together toward the defined common goal and to build on
the ideas of others. This encouraged valuable communi-
FIGURE 9. EVALUATION JOURNEY MODEL cation and teamwork across departments.
Aside from the success of achieving the specified busi- IDEO (2015). The field guide to human-centered design.
ness goal using an HPT model, the integration of HCD for Retrieved from http://www.designkit.org/resources/1
GABRIEL CHUNG, PMP, CSSBB, CBAP, CPLP, is a practitioner in organization development and was the
project lead of the 2016 ISPI award-winning HR Execution Excellence project for G2000 Apparel Ltd. The
corporate projects led by him have received seven public awards, including: ISPI Awards of Excellence;
HR Asia Best Companies to Work for in Asia Award; HKAI Customer Service Award; HKRMA Service
& Courtesy Award; Family Council Innovation Award; ERB Grand Prize Award; and HKIHRM Excellent
Learning & Development Award. He may be reached at gabriel@hkipi.org
GOLDIA KONG is a human-centered design facilitator. She has extensive experience in setting up customer-
service operations and conducting both technical and soft-skills training. She has worked in various service
industries such as airlines, apartments, food and beverage, shopping malls, and retail apparel. One of her
most impressive achievements was to set up, develop, lead, and train front-line and managerial staff for
several prominent shopping malls in Hong Kong. She was awarded the HKMA Outstanding New Trainer
Award and is a Certified DDI facilitator, a DISC Certified Behavioral Consultant, and a DesignKit (HCD)
facilitator. She may be reached at goldiakong@gmail.com