There’s a Map for That: Using Mapping Techniques to Support Human-Centered Product Development
At Kaleidoscope, we often find that the biggest barriers to innovation aren’t a lack of ideas or supporting information, but a lack of shared understanding. Mapping helps us transform complex processes and research data into clear directions for design.
A cornerstone of human-centered design is deeply understanding the people you’re designing for and the context in which your solutions will live. Mapping is one of the foundational methods our design researchers use to analyze and visualize the systems, processes, and experiences that shape design outcomes.
BENEFITS OF MAPPING For product development efforts of all sizes and budgets, dedicating time to mapping early in the process pays dividends throughout the project.
In the early stages – when a team is defining and framing the problem – visual maps serve as alignment tools, establishing a shared understanding of the current state. This is especially valuable for multidisciplinary teams, where each member brings unique expertise and often differing ideas about what users experience today and what an ideal future should look like.
Once research is conducted with users and other stakeholders, maps serve as a framework for visualizing research data and formulating actionable insights. They help teams convey large amounts of sometimes complex information both clearly and concisely.
Many teams believe they have a solid understanding of users’ needs and workflows. But when research findings are laid out visually, misconceptions, assumptions, and knowledge gaps often reveal themselves.
Finally, as a pivot point between research and ideation, mapping is a catalyst for uncovering opportunities and ultimately conceptualizing and visualizing new solutions and strategies.
MAPPING TECHNIQUES
At Kaleidoscope, we rely most often on three mapping techniques. Distinguishing between each isn’t critical; techniques can overlap or evolve depending on context. What matters is selecting the approach that best fits the project: the number of actors involved, the type of process, and how the map will ultimately be used.
Process Mapping visualizes a workflow that typically involves several people or entities. It highlights interconnected systems and the handoffs between individuals or teams. Often, several smaller workflows are nested within a larger process. Examples include a company’s onboarding process, a hospital’s medication management process, or a clinical team’s workflow for triaging, treating, and discharging patients.
Procedure Mapping is a more focused form of process mapping used to illustrate the workflow for a single event. At Kaleidoscope, this often means a medical procedure (e.g., a surgery or the use of a medical device), but non-medical examples include the check-in procedure at a hotel or the exact sequence a barista follows to prepare a drink.
Journey or Experience Mapping captures a user’s experience from their perspective. This could be a single event (like a shopping trip) or a longer arc (such as a product experience from initial interest through adoption and ongoing use).
DESIGNING THE MAP TO FIT THE NEED
Regardless of the type, these maps all communicate what actually happens, as revealed through primary research—whether direct observation, in-depth interviews, or both. Even before formal data collection begins, defining the tasks or steps along the map’s x-axis provides a framework for systematic data gathering. Collaborating on this early version with the project team is valuable not only for orienting researchers to the problem space but also for surfacing assumptions and gaps in knowledge.
Once a draft sequence is defined, the map’s y-axis structure is shaped by its intended purpose. If the goal is to understand how various actors work together to achieve a common outcome, representing each individual’s actions in parallel makes sense. If the objective is to compare multiple users or events to identify differences in behavior or duration, separating by instance or user is more appropriate.
There are numerous possibilities – and often, layering multiple perspectives reveals deeper meaning and greater insight.
THE IMPACT OF MAPPING
When thoughtfully constructed, maps become enduring tools, not only for communicating research findings but for supporting UX and product development teams throughout the design cycle. Our team has used maps in the following ways, just to name a few:
Procedure maps focused on surgical instrument usage sequencing and duration helped inform user needs, product requirements, training materials, and instructions for use (IFUs)
Process maps highlighting gaps and pain points in the process of teaching optometry patients to use contact lenses informed prioritization of R&D and marketing workstreams across service, physical, and digital solutions
Journey maps of competitive shopping experiences helped our client define opportunities for differentiation and competitive advantage
Ultimately, mapping strengthens alignment, sharpens insight, and creates a foundation for more informed and intentional design.
Charlotte is a design research manager at Kaleidoscope, with 20+ years of experience in user-centered design and research. She leverages multi-dimensional, immersive research to uncover unmet user needs and to inform the development of solutions for clients ranging from medical and pharmaceutical companies to consumer product manufacturers and global technology companies.
5 Psychology Principles That Strengthen Design Research
Design research derives its identity from several larger disciplines, including anthropology, human factors, and sociology. Perhaps lesser-known, and surprising to me, was how embedded psychology is in this discipline. Shortly after I changed careers from clinical psychology to research, a colleague asked me to collaborate on a research activity designed for teens and adults. The exercise invited participants to choose cards labeled with emotions to describe their experience with an at-home medical procedure. Drawing on my background as a psychologist, I realized the emotions initially selected—like frustration or insecurity—were too complex for that age group. I recommended using simpler, primary emotions such as fear, happiness, and anger instead. This collaboration gave me confidence my psychology background could enrich design research in ways I had not imagined.
Psychology adds another layer to our multidisciplinary approach, enriching and deepening our user-centered research. Below are five key principles we regularly use to enrich our research.
1. Listen More, Learn More. In psychology, Carl Rogers’ Person-Centered Therapy emphasizes that people are the experts in their own lives. The therapist’s role is not to steer the conversation, but to listen and create space for the client to share openly.
Design research works the same way. When I interview a user, my job is not to tell them what I think matters. The best insights come when users guide the conversation. This approach can uncover needs that users may not think to share until given the space to do so.
2. EmpathyBuilds Insight. Empathy is a cornerstone of both psychology and design research. In psychology, empathy allows therapists to understand a client’s perspective without judgment, building trust and deeper insight. In design research, empathy serves a similar role—helping us see products and experiences through the user’s eyes. By setting aside assumptions and genuinely connecting with users, we uncover not just what they do, but how they feel, which leads to more human-centered and meaningful designs.
3. From Insight to Impact.In both psychology and design research, the real value lies not just in understanding people, but in using that understanding to create meaningful change. Psychologists study behaviors and goals to design interventions that improve well-being. Similarly, design researchers uncover what users are trying to achieve, along with the barriers they face, and then translate those insights into design decisions. This process ensures that our research doesn’t stop at knowledge—it shapes products and experiences that truly support people in reaching their goals.
4. What People Do vs. What They Say. Psychology is the study of human behavior and mental processes. In practice, that often means observing how people behave in real settings rather than relying only on what they say. Someone may claim they get plenty of exercise, but observed behavior might show long periods of sitting broken up by short periods of movement. Observation reveals the gap between perception and reality.
Design research depends on observation. Watching how people interact with a device, tool, or environment often uncovers workarounds or struggles they may never mention in an interview. These small details—hesitations, repeated errors, improvised fixes—are often the very clues that point us toward better design solutions.
5. Making the Invisible Visible. Psychologists study conceptslike hope, motivation, or attitudes that cannot be observed directly. To understand them, we design questions and experiments that reveal underlying patterns.
Design researchers face a similar challenge when studying products that do not yet exist. How do you understand a user’s reaction to a future product? You construct thoughtful questions, scenarios, and prototypes that invite users to imagine and respond. By treating these unseen elements seriously, we can design not just for what people do now, but for what they might need tomorrow.
Equally important, we dig below the surface of what people say or do to uncover the why—the possible sources of problems and motivations driving behavior. Often the frustrations or workarounds we observe are symptoms of deeper issues. By identifying those underlying drivers, we create solutions that address not only the immediate challenge but also the broader needs shaping user behavior.
WHY IT MATTERS
Blending psychology and design research creates a powerful lens for innovation. It helps us:
Put users at the center of product development.
Discover needs and challenges that are not immediately obvious.
Design products that do not just function but resonate with real human experiences.
At Kaleidoscope, this cross-disciplinary thinking is part of how we approach research and design. Research thrives when we bring multiple disciplines together – psychology included. When we approach design research with a multidisciplinary lens, we create solutions that are more intuitive, empathetic, and impactful.
If you are a designer, researcher, or product developer curious about how psychology can strengthen design, let’s connect. The more we share perspectives across disciplines, the better we can design products that truly serve the people who use them.Let’s start something, together.
Rachael brings over 10 years of research experience to her role at Kaleidoscope Innovation. She has advanced training in clinical psychology and mixed methods research methodology. Guided by the principles of positive psychology, Rachael uses a human-centered lens for deeply understanding the user experience. Her work at Kaleidoscope focuses on human-machine interaction and identifying design changes capable of positively impacting well-being at the individual and institutional levels.
Your Guide to Sustainable Product Development
Designing for Impact. Developing for the Future.
Here’s your go to guide for sustainable product development > download here.
At Kaleidoscope Innovation, we help companies create smarter, more sustainable products through a proven, intentional approach to Design for Environment (DfE). Whether you're building something new or rethinking an existing product, our process helps reduce environmental impact across the entire product lifecycle.
Step 1: Identify Environmental Impact Hotspots
We begin by identifying which stages of your product’s lifecycle carry the greatest environmental burden. This helps prioritize design decisions that yield the most sustainable outcomes.
Consider the full product lifecycle:
Raw Material Extraction – What’s required to source and process your materials?
Production – How energy-intensive is manufacturing?
Distribution – What’s the transportation footprint?
Use Phase – Does your product consume energy or resources during use?
End-of-Life – What happens when the product is no longer needed? Landfill, recycling, or reuse?
Key metrics: CO₂e emissions, energy use, resource depletion, water usage, waste, and pollution.
Step 2: Sustainability-Focused Brainstorming
With impact areas identified, we guide teams through targeted ideation. Example prompts include:
How might we reduce plastic usage?
How might we design this for disassembly and recycling?
How might we extend the product’s usable life?
How might we minimize energy consumption in use?
These focused prompts keep environmental responsibility front and center during early concept exploration.
Step 3: Concept Development with Sustainability in Mind
We embed sustainability criteria into concept selection and evaluation—both qualitatively and quantitatively.
Best practices include:
Clearly identifying and communicating sustainability benefits in each concept.
Including lifecycle impact assessments in selection criteria.
Step 4: Sustainable Design & Engineering
Our designers and engineers apply DfE principles to reduce environmental impact without sacrificing performance.
We consider the following nine sustainable design strategies:
Longevity – Design for durability and long-term performance.
Materiality – Use recycled, recyclable*, compostable, or low-energy materials.
Dematerialization – Minimize the amount of material used.
Repairability – Use accessible fasteners, avoid adhesives.
Modularity – Design swappable components to extend product life.
Component Reduction – Fewer parts = less waste and simpler assembly.
Energy Efficiency – Optimize for low power use and renewable energy compatibility.
Disassembly – Ensure components can be separated for recycling*.
Remanufacturing – Enable re-use of containers or product components.
*Keep in mind: most users won’t recycle unless it’s easy and intuitive.
Step 5: Testing & Iteration
We simulate real-world conditions, including worst-case scenarios, using lean, repeatable methods. We aim to reduce material waste by reusing test samples and limiting sample size with engineering rationale.
Let’s Build Smarter, Cleaner Products
Kaleidoscope is your partner in eco-conscious product development. From concept to commercialization, we combine innovation with sustainability to future-proof your product and brand.
Ready to design with the planet in mind? Let’s talk about your project.
Unlock Hidden Productivity with Time & Motion Studies
A Time & Motion (T&M) study can be a valuable addition to a user-centered design process. Time & Motion studies are usually conducted to identify potential bottlenecks in productivity but can also identify physiological risks associated with working in a warehouse environment, factory, health care environment or lab setting. Significant enhancements in productivity have been linked to ergonomically designed workspaces, leading to better worker morale and increased revenue due to reduced cycle times and fewer repetitive stress injuries.
At Kaleidoscope, we perform several time & motion studies for our clients every year. One of the advantages of this research technique are the insights gained by observing actual users performing the workflow in context and in real time. Our process for conducting a T&M study usually follows this sequence:
Meet with stakeholders to define the targetusers and workflow, and to determine if user experience and motion data will be in scope. If motion data is required, collaborate with ergonomic engineers to coordinate efforts.
Schedule onsite data collection. Send enough researchers to collect observational data, operate recording equipment, and conduct contextual interviews with participants.
Extract data from video footage throughframe-by-frame video manipulation. Analyze data, conduct descriptive statistical analysis and inferential analysis when appropriate. Identify insights and themes relevant to the research question(s).
Synthesize and present results to stakeholders. When possible, compare current results with historical data to view changes in time requirements that could be related to workspace/workstation design improvements. Incorporate user experience findings to give research participants a voice in future workstation design changes and continue Kaleidoscope’s commitment to human-centered design and research.
WHAT IS NOT MEASURED IN A TIME & MOTION STUDY
Time and motion studies are ideal for identifyingproductivityobstructions and potentially unsafe body movements. Not all the important factors related to employees’ work experiences are measured, however. As technology and infrastructure become more robust and complex, we have responded by expanding our capabilities to provide value for our clients. We share one challenge here to illustrate the complexity of studying modern warehouse environments.
Challenge
Time studies often target one piece of a complex system.
When only one component of a facility/system is studied, external factors that influence time requirements may not be observable or included in data collection.
Changes made to the target component may create unanticipated changes elsewhere in a facility or system.
Factors out of employees’ control may be misinterpreted as inefficiency.
Potential Solutions
It may be helpful to apply systems thinking near the beginning of a time & motion project.
Consider the larger system structure within which the T&M study is taking place.
Document who may be influenced by the design or redesign of the target component.
Discuss what stakeholders prioritize that could be influenced by the redesign of the target component.
Consider whether there are opportunities to change the system structure.
At what points can we intervene?
If possible, design interventions that benefit the entire system.
Map the system, even parts outside the area of focus. Create a visualization that allows stakeholders to envision how the system might react to changes in its structure (e.g., process map, schematic illustration, storyboard, animation).
Potential Add-Ons
To maximize the human potential embedded within workplaces, other research techniques may be added to time & motion studies for an even greater degree of comprehension.
Visual Aids: Diagrams of the facility the study is based on may help the audience better understand research findings.
Surveys: Surveys provide an inexpensive method of gathering large amounts of data quickly. Often, responses are provided in numeric format which allows for historical comparisons.
Interviews: 1:1 or group interviews may be added to a time & motion study to gain an understanding of time requirement results. Contextual information known to participants but not researchers may be shared in an interview to provide a deeper understanding of the “why” behind observed time requirements.
THE HUMAN COST OF EFFICIENCY IMPROVEMENTS
Any improvements to efficiency should be weighed against the human cost to the workers employed in the facilities we study. If efficiency improvements create a stressor where none was present, carefully consider whether the cost is worth the price. Constant time pressure and feeling hurried will take a toll on even the hardiest employees. Consider workarounds that value the worker, and which place them at the center of decision-making. The payoff in retention and increased job satisfaction will likely outweigh any efficiency improvements under consideration.
Rachael brings over 10 years of research experience to her role at Kaleidoscope Innovation. She has advanced training in clinical psychology and mixed methods research methodology. Guided by the principles of positive psychology, Rachael uses a human-centered lens for deeply understanding the user experience. Her work at Kaleidoscope focuses on human-machine interaction and identifying design changes capable of positively impacting well-being at the individual and institutional levels.
Qualitative Research: AI's Role in Analysis Advancement
BACKGROUND
Qualitative research plays a pivotal role in enriching our comprehension of individual narratives and experiences. It is a cornerstone methodology for design researchers seeking to forge a deep connection with user perspectives, particularly during the initial phases of the design process. This approach is instrumental in guiding iterative design developments, ensuring that end-user needs are comprehensively addressed. Qualitative data encompasses a diverse array of formats, including textual content, photographs, and videos. Typically, these studies involve a more focused sample size, often with 10 or fewer participants, to facilitate an intensive, detail-oriented analysis that quantitative methods may not capture.
Although qualitative research is the methodology of choice for design researchers, the approach requires a considerable time commitment. Qualitative data is known for being unwieldy at times, and words and images require more hours of analysis than numeric data. Often, our clients are eager to obtain research findings as quickly as possible to move a product or system into production. Therefore, large scale qualitative studies are not feasible formost design research projects.With the recent surge in the availability of AIlanguage model tools, we speculated thatChatGPT could be used to analyze extremely large sets of qualitative data more efficiently.To that end, we conducted a 6-month project testing ChatGPT as a potential tool for qualitative data analysis.
THE CURRENT PROJECT
Our aim in conducting this project was to determine if AI could produce insights from a large dataset that would otherwise be unmanageable and time prohibitive for a human researcher. We used data from 25,000 open response questions to explore the capacity and capability of ChatGPT as computer-assisted qualitative data analysis software (CAQDAS). The dataset we used was provided by the VIA Institute on Character, a local non-profit organization with which we are affiliated.We decided to experiment withChatGPT to determine if it could reliably and accurately analyze text data. Our expectationwas that if ChatGPT could analyze qualitative datasets with tens or hundreds of thousands of respondents, new pathwaysfor qualitative researchers may develop.Using AI for data analysiscouldchange the trajectory of a research design and lead to large scale qualitative studies that were not possible before now.
PROCEDURE
To test the limits of ChatGPT 4.0 (the only version with the means to upload files), we tried two different approaches to determine the capability of the tool.
METHOD 1: QUICK AND EASY
We started with avague set of user queriestoplace the data preparation loadon the CAQDAS and to determine if it would complete the same tasks a human researcher would.
User Query:Analyze the data in column AQ, identify themes, and provide 3-5 insightsbased on participant responses.
Result: Not useful.
ChatGPTdid not automatically clean the data without instruction whichcaused an error. The output from ChatGPTindicated the data file was either too long or too complex and it was unable to proceed with analysis.The raw data included responses such as “N/A” or random strings of letters, which a researcher would have deleted or ignored before analysis.
Lacking more specific instruction, ChatGPT defaulted to a quantitative approach to data analysis, even though the data were text responses. One of the first outputs ChatGPTproduced was a count of the most common phrases in the dataset.
We concluded that this approach to creating user queries was not useful.ChatGPT attempted to analyze the data but quickly became overwhelmed and either produced an error message or continued to attempt analysis, getting caught in the AI version of theMac’s “spinning wheel of death.”
METHOD 2: THE GUIDED ANALYST
Wethen providedChatGPT with more specific instructions. We instructed ittoclean, review and code the data, then create insights using a theoretical framework as a guide for analysis.
User Query: I'd like to analyze some text data using Peace Psychology and Positive Psychology as theoretical frameworks. Include content from the VIA Institute on Character as an additional framework. Focus on data in the 'Open Responses_Political Differences' column.
First, ignore text that indicates a respondent did not want to answer such as 'N/A' or random strings of letters. Leave those cells blank. Next, use descriptive codessuch as a phrase that describes the content of the targeted data.
Create a new document and filter the data from columnAD. Group the data according to the codes created in columnAD and list each data point that corresponds to the code.
Create 3-5 insights using the coded data in ColumnAD using positive psychology and peace psychology as theoretical frameworks.
Create a Word document and place the insights you created in it. Make the file available for download.
Result: Success
ChatGPT produced a list of five insights using the VIA classification of character strengths as a framework, supported by references to positive psychology and peace psychology.
Our last step was tothink about how to test the accuracy and reliability of the findings. Rachael has a strong background in qualitative methodology, so she extracted a sample of 20 data points and used a traditional qualitative approach to code the data. We also queried ChatGPT using the same data set with similar user queries to determine the degree of similarity between both sets of outputs.
Accuracy
Within the first 20 rows of participant responses, we identified at least three codes related to the five insights ChatGPT produced. We were pleased with the accuracy of the codes as they related to the insights from our sample data.
Reliability
Both researchers requested insight generation fromChatGPT using similar but not identical queries. Chat GPT’s output for both sets of queries was closely aligned. Three of the five generated insights were nearly identical between the two researchers and two were unique per researcher. It is important to note that even within research teams, differences arise between researchers’ interpretation of qualitative data. Disagreements are resolved through discussion and are typical of a qualitative research project.
Finally, we tested some of the limits of ChatGPT with several ad hoc user queries. Ourqueries produced a great deal of information in a very short period.
AD HOC REQUESTS:
Code Participant Country of Origin: We queried the data set to determine if each participants’ country of origin represented an individualistic or collectivist nation(coded as “country designation”). We asked ChatGPT to code each participant’s country of origin using this designation. The codes were placed in a new column created by ChatGPT.
Group Data and Analyze Frequency:We asked ChatGPT to examine the most common keywords and themes by country of origin. It provided a summary for all countries represented in this data set with the most frequently used codes according to participant’s country of origin.
Character Strength Frequency by Country Designation: We prompted ChatGPT to organize the data according to country designation and create a bar chart to illustrate the frequency of character strengths chosen as most beneficial by participants.
All the ad hoc requests were completed successfully. ChatGPT confirmed its approach with users before completing each step.For example, after requesting the data be coded according to country designation, ChatGPT responded:
Sure! In order to label countries as "collectivist" or "individualist," I would need a reference or criteria to determine which category each country falls into. There are various sources and studies that have categorized countries based on their cultural dimensions, including the work by Geert Hofstede.
Do you have a specific reference or criteria in mind that you'd like me to use? Alternatively, I can use Hofstede's cultural dimensions as a general guideline.
ChatGPTalso encouraged us to use caution when interpreting the findings from the between-country analysis, because significantly more participants were from individualistic nations.
LESSONS LEARNED
We learned through this project thatChatGPTexhibitsseveral esoteric preferences for working with Excel files.We only used Excel to upload data sets, so our suggestions are restricted to this software.
1. ChatGPTcannot analyze data if it has been tagged with a data type. The output will state that it completed the user query, but new files will not show any changes.
SOLUTION: Remove any Data Types tags before uploading Excel files toChatGPT.
2. ChatGPT prefers references to column names instead of the letters Excel uses to identify columns.
SOLUTION: If a user query contains a letter identifier instead of a column name, remove the space between the word “Column” and the letter.
CORRECT:“Provide a mean for the data in columnAI.”
INCORRECT:“Provide a mean for the data in Column AI.”
3. Unless instructed, ChatGPT will not automatically clean uploaded data. If a user attempts to request analysis before cleaning, it will respond with an error message.
SOLUTION: Provide explicit instructions for data cleaning before analysis.
HUMAN RESEARCHER VALUE
We shared just a fraction of the user queries we submitted over a 6-month period to test ChatGPT as a qualitative analysis tool. We presented the successes and failuresaslinear, concise processes for readability. However, early in the project, ChatGPT was often overwhelmed with requests and our queries resultedin error messages. Queries usually required several back-and-forth inputs between researchers and the AI to clarify instructions. With little or no guidance, ChatGPT was unable to produce results. We found that the AI required specificinstructions to function as computer-assisted qualitative data analysis software.Our bottom-line recommendation is that well trained researchers test the tool using a data set for which they already possess human produced findings. Compare those findings with ChatGPT's output and evaluate its reliability and accuracy.
Based on our brief examination of ChatGPT’scapability, we advise only well-trained researchers with extensive qualitative research experiencetouse AI as a computer-assisted data analysis tool.As in any other profession, expertise and training are the best predictors of quality work.As the saying goes, garbage in garbage out.Users with no idea how to design a rigorous research study will not provide the needed input for AI to perform adequately.
Our early work indicatesthe potential for AI to assistin qualitative data analysis. Like other CAQDAS products such as MAXQDA and NVivo, the software serves as a management and organizational tool. We envision ChatGPT as a marginallyhigher-leveltool with the capacity for categorizing and summarizing qualitative data, with the proper guidance and instruction.
Rachael brings over 10 years of research experience to her role at Kaleidoscope Innovation. She has advanced training in clinical psychology and mixed methods research methodology. Guided by the principles of positive psychology, Rachael uses a human-centered lens for deeply understanding the user experience. Her work at Kaleidoscope focuses on human-machine interaction and identifying design changes capable of positively impacting well-being at the individual and institutional levels.
Grant is a Senior Design Engineer who enjoys being faced with new challenges, and recognizes that well-designed products lead to better experiences and outcomes for users. He loves the design process, and has operated primarily in medical device and industrial applications. His passion to understand, innovate, and simplify has been supported and strengthened by the Kaleidoscope team and their talented partners. At home, he always has a fun project in the works (think: wooden bicycle, handheld Theremin, one-string electric guitar)!
Unlock Hidden Productivity: A Research Guide for Industrial Designers
In today's fast-paced and competitive world, industrial designers face the exciting challenge of creating innovative and user-centric products that capture the market's attention. While their expertise lies in design aesthetics and functionality, the role of research in the design process cannot be underestimated. Research is the key that unlocks valuable insights, fuels inspiration, and ensures that designs are grounded in real-world needs and preferences. However, for industrial designers and other professionals who are not trained in research methods, navigating the realm of research can feel daunting. In this article, we will define research methodology and provide suggestions for selecting the right one for your project.
RESEARCH METHODOLOGY
Once a client settles on a research question, it is up to the design researcher to select the methodology that facilitates a rigorous approach. Think of methodology as a framework for conducting a research study. The chosen methodology will guide a researcher in methods and procedures that ensure the results or findings are valid and reliable.
QUANTITATIVE: Quantitative methodology is used to determine if relationships between variables exist, to test a hypothesis, or to measure a phenomenon. Quantitative data is used to make group comparisons or identify patterns. Data are numbers and reported in a standard reporting structure. Descriptive and inferential statistics require quantitative data. The output of quantitative analysis is referred to as results.
QUALITATIVE: Qualitative methodologies are used to understand a phenomenon more deeply, to obtain a detailed description of an experience, or to understand how or why an event occurs. Qualitative data may be text or images and uses a flexible reporting structure. Interview transcripts and video recordings represent qualitative data types. The output of qualitative analyses is called findings.
MIXED METHODS: Mixed methods research includes aspects of quantitative and qualitative methodologies in the same study or series of studies. Mixed methods approaches can be used sequentially or concurrently. Often, results or findings from one phase will be used to design a subsequent phase of a project. A Time & Motion Study consisting of quantitative measurement of a motion in a workflow followed by a one-on-one interview is an example of a mixed methods study. The qualitative findings could be used to understand the results of the quantitative phase more deeply, to provide context for interpreting the results, or to triangulate the results and findings.
WHICH ONE SHOULD I USE?
Choice of research methodology should be determined using several factors:
Research Purpose: If the purpose is to understand or explore, a qualitative methodology is likely the best approach. If a client wants to know how much or to determine if a new workflow is more productive than the old one, a quantitative approach will likely be appropriate. If a client wants both, a mixed methods approach will be best.
Budget: Generally, qualitative studies are more time-intensive than quantitative studies. If a client’s budget is limited, a quantitative approach may be best.
Decisions: If a client wants to use the findings of a study to generate ideas or inform iterative design requirements, a qualitative approach may be best. If a client wants to evaluate changes to a process or product, a quantitative approach is required.
The next step in planning a research study is to decide what methods will be used to collect data. Methods specific to each methodology exist but are beyond the scope of this article. If you are interested in learning more, check out some of the popular methods from a reliable source: narrative inquiry, survey, and ethnography are a few examples of methods you may encounter in the field. By embracing research methodology as an integral part of the design process, industrial designers can confidently embark on their creative journey, armed with insights that empower them to craft extraordinary products that not only meet user needs but also set new standards of innovation in their industry.
Rachael brings over 10 years of research experience to her role at Kaleidoscope Innovation. She has advanced training in clinical psychology and mixed methods research methodology. Guided by the principles of positive psychology, Rachael uses a human-centered lens for deeply understanding the user experience. Her work at Kaleidoscope focuses on human-machine interaction and identifying design changes capable of positively impacting well-being at the individual and institutional levels.
Mastering Combination Product Development: From Immersion to Validation
THE IMMERSIVE BEGINNING
Our journey kicks off with immersion, a creative problem-solving phase. Here, we ensure that solutions are at the ready for any potential roadblocks. We dive into the waters to test the concept's feasibility and identify potential challenges. We also map out short and long-term objectives, charting the course for product development.
MASTERING THE ART OF DESIGN
With a clear vision in mind, we start breathing life into it through meticulous planning and execution. Crafting a combination product resembles assembling an intrurate puzzle, where every detail carries significance. This stage revolves around rigorous testing and evaluation to pinpoint the best and most efficient design solutions.
CONSTRUCTING THE FUTURE
This phase is undeniably exhilarating. Building the product is where the concept takes tangible form. Transitioning from design to reality, prototyping takes center stage. It grants us the opportunity to scrutinize every element, ensuring the product's integrity and functionality.
THE PINNACLE TEST
Validation stands out as perhaps the most pivotal step in the entire process. During this phase, the product undergoes comprehensive reviews and testing to unveil any last-minute imperfections or errors. This thorough examination ensures the product is primed for its grand debut in the market. Validation acts as the ultimate litmus test, determining the readiness of the combination product for integration into various healthcare services.
Taylor Schmitt is currently a student at The Ohio State University, where she studies marketing. She loves exploring new opportunities and facing new challenges. While working at Kaleidoscope she has been able to work closely with the sales team to support business growth and brand visibility
Matt Suits
VP, Head of Sales
Matt has always loved interacting with clients to find solutions for their challenges. He was drawn to business development at Kaleidoscope Innovation because of the great potential he saw. After graduating from the Lindner College of Business at the University of Cincinnati, he worked with two startups, a marketing consultancy, a financial services company and the non-profit 3CDC. He believes that listening is the most important part of sales. In his free time, Matt enjoys movies, trying new foods, traveling and the great outdoors.
AI as Intelligent Design? Not Yet, But It’s Coming.
From art generators to chatbots, AI seems to be having its zeitgeist moment in popular culture. But for those of us who work in design, the near-term and future applications of AI have been lively discussion points in strategic planning meetings for quite some time. There is no doubt that AI will be an instrumental part of our world’s future. It will allow us to rapidly synthesize all the data being collected via our phones, cameras, computers, smart devices, and much more, giving us the ability to decipher and understand that data in illuminating, meaningful, and likely, world-changing ways.
What does this mean for the design industry? Though it may be a long time before AI is able to design a product from the ground up, the potential is clearly there. In fact, we believe AI is a tool that designers should be adding to their arsenal sooner rather than later.
Putting AI to Work
To put our money where our industry-informed opinions are, the Kaleidoscope Innovation team recently embarked on a studio project to design a high-end lighting fixture that could mimic lighting patterns found in nature. The project would enable our team to flex our aesthetic skills while using the full range of our design toolbox. One of those tools is Midjourney, a proprietary artificial intelligence program produced by an independent research lab by the same name. Though still in the open beta phase, Midjourney proved to be a useful partner in our mission. The collaboration between AI and the guiding hand of our expert design team delivered intriguing results.
One important distinction about the AI portion of the project: We were not setting out to produce real-world functionality, and in fact, we had no expectation or need for the AI to produce fleshed-out ideas or even design sketches. This experiment was about exploring new territories in aesthetics and applying them to materials and manufacturability considerations.
Our first step was to gather a team to collaborate on the search terms that would help visually articulate the aesthetic aspirations for our new fixture. Midjourney works by inputting text-based prompts, which the AI algorithm uses to generate new images using vast databases of existing images. The terms we fed the algorithm included chandelier, lighting, brilliant, elegant light, airy, crystalline patterns of light, dancing, photorealistic detailed plants, greenery, daytime, bright, modern, beautiful, natural colors, garden, and greenery. The team also used technical inputs alongside these qualitative descriptors to determine the aspect ratio and resolution while also guiding the algorithm to reference certain lighting styles and rendering approaches.
Digesting these descriptive words, Midjourney searched vast amounts of data across the internet to create original—albeit amalgamated—artwork. The images it produced reflected the algorithm’s interpretation of the inputs the team provided. From there, we tweaked specific inputs to alter the color, lighting, tone, and subject matter, continuing to iterate until we had collected a series of AI-generated lighting fixtures that could inspire the team.
How Did AI Do?
Based on the text inputs the team provided, Midjourney was able to identify design elements that could produce the effect of light shining through leaves. The images it produced looked organic, almost surreal in the way they were able to capture the kind of nature-made glow and transparency that is elusive in real-world lighting solutions. The various iterations of artwork then became mood boards that set up our team to brainstorm ways in which the effect could conceivably be produced.
The algorithm’s interesting use of materials, colors, lighting effects, and overall mood inspired us to apply those attributes to a holistic design. In other words, instead of our team scratching their heads visualizing how the light should transmit, AI provided us with ideas that enabled us to focus on materials, manufacturability, technical requirements, and more. Rather than spending hours scouring the internet for inspirational imagery, the team was able to craft that inspiration imagery ourselves through AI in a fraction of the time—imagery that exactly aligned with our design vision.
Without question, Midjourney served as a highly effective springboard that sparked ideas our team would probably not have come up with starting from a blank sheet of paper and pen. In this sense, AI provides an upfront efficiency that can move a project farther down the road faster than it might otherwise have gone. Perhaps more than that, a significant strength of AI in this application is that it can cast a wide net in terms of inspiration and exploration. It’s an open mind, and designers should be willing—and eager—to go down the rabbit holes, teasing out new possibilities. Once an intriguing direction is established, the designer can take over to turn the AI-generated inspiration into an actual product.
The key to a successful AI collaboration is plugging in the right words or phrases to best draw out the AI. And so, crafting prompts could be viewed more as art than science. Further, with a program like Midjourney, there is an element of unpredictability: You don’t have much control over what you’re going to get out of it. There is a lot of trial and error and shooting in the dark. Therefore, if you already have a set idea in mind, using AI to design it will probably be more frustrating than productive.
The inherent aspect of exploration and discovery is a factor to consider as well. Our team felt excited about experimenting with this technology specifically because the lighting fixture was an internal project. Had we been designing for a client, we would have been more hesitant to use AI while balancing product requirements, timeline, budget, and resources.
Lastly, because this was a purely aesthetic exercise, we weren’t trying to solve any mechanical problems through AI—that’s skill is not in its wheelhouse at this point. This limitation provides a real barrier to the widespread adoption of AI, but as the algorithms improve over time, AI may be able to help us solve even our stickiest mechanical problems.
Beyond leveraging AI for creative exploration, Kaleidoscope has also put it to use in some of our research work. As part of our insights and user experience programs, we often do ethnography or time-and-motion studies in which we observe individuals interacting with a tool or experience. Typically, one of our team members is responsible for reviewing videos to log data, tracking everything from how often someone does something to the amount of time it takes them to do it. It’s a time-consuming process that has led us to start dabbling with programming AI to analyze video recordings for certain elements and then export the data quickly and effectively. Using AI to track the frequency and duration of actions for time-and-motion studies shows tremendous potential to save time and reduce costs while freeing our team members to focus on more creative assignments.
The Verdict
The Kaleidoscope team came away with an appreciation for where AI can support our design efforts today, particularly as a powerful aid in producing aesthetic inspiration and as a tool to sort and output raw data. Both help the design process in productive ways and serve as a small window to what may someday be an AI-driven design future.
Tom Gernetzke is a senior lead industrial designer at Kaleidoscope Innovation and has spent the last 12 years creatively bringing new product ideas to life.
Caterina Rizzoni is a lead industrial designer at Kaleidoscope Innovation and is the Director-at-Large of Conferences for IDSA.
Infosys Medical Devices and Engineering Services x Kaleidoscope Innovation
The Healthcare and Medical devices industry is undergoing a revolutionary transformation in the way solutions and devices are being formulated and developed. Medical devices are becoming more connected than ever and remote patient monitoring with data analytics is becoming a norm.
It is imperative for the medical device companies to adopt a strategic approach to stay ahead of the innovation curve by leveraging technology advancements in multiple areas such as mobility, wireless, cloud, and analytics to drive innovation that addresses market needs and challenges of longer device development cycles, optimization of development processes, and high production costs.
At Infosys, we help our clients in designing customized devices, end-to-end product development, maintenance, manufacturing support, regulatory documentation, and product compliance and certifications. We also help optimize R&D cost and improve supply chain efficiencies by leveraging new technologies and partner ecosystems. This is to bring innovative medical devices and Software as a Medical Device applications into the market with the objective of improving patient care while reducing the cost of care.
Our ISO 13485 certified processes and Quality Management System ensures high-quality product development which enables our client to meet their regulatory needs and objectives. With our recent acquisition of product design and development firm, Kaleidoscope Innovation, we plan to redefine patient treatment and consumer health across the globe.
Inspired by Don Norman’s classic work, the Design of Everyday Things, we’ve been thinking about mundane, everyday items that can have annoying usability flaws. While we have a particular focus on the human factors of healthcare and medical products here at Kaleidoscope, we can apply that same rigorous, analytical human factors approach to these everyday things.
So, here we have the seemingly benign 2.5 gallon jug of drinking water, a household staple used by a variety of brands across the country.
Problem 1: As water is dispensed from the jug, additional air is required to replace the dispensed water to ensure consistent water flow and prevent the jug from collapsing due to the pressure of the surrounding air. To add air flow into the jug, a small hole must be punctured into top with a sharp knife. The use of a sharp knife poses a potential safety hazard when considering the orientation and motion in which the knife must be used and the force necessary for the knife to puncture the slick plastic material of the jug. In addition, the most obvious place to puncture this hole is the top side facing the front of the jug, which has a slight slant toward the user. The angle of the stabbing motion must be just right; if the angle is too shallow, the knife blade can skid across the surface of the plastic, with the blade pointing in toward the user’s body.
A potential mitigation for this problem is to provide an adhesive pull tab that can be removed to reveal a pre-punctured vent hole.
Problem 2: The spigot contains a small strip of plastic that extends from the spigot base to the dispenser handle. The plastic strip is intended to prevent the dispenser handle from being pulled open until the user intentionally breaks the strip, pulls the dispenser handle, and begins dispensing the water. However, the plastic strip can be easily broken unintentionally, and the dispenser handle then opens with very little resistance. This can lead to the dispenser handle opening inadvertently when force is applied to the spigot during loading, or the spigot catches on a surface while unloading, potentially emptying water into a shopping cart or the trunk of a car.
A potential mitigation for this problem is to provide a screw cap over the spigot, similar to the caps on water bottles.
What’s an aspect of an everyday item that you would change to improve the user experience?
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