Our Approach



Our approach is systematic and industry agnostic.  Based on years of experience in the domain, experience design and design thinking principles, we can create an Index for any vision, goal or experience.  

First, we identify all of the audiences. 

This includes everyone using, buying and delivering the experience or impacting your business goal.


Then, we research and analyze the data streams.

We use a variety of data sources that you may already have, as well as collect any others needed across industry and market data, discovery from the audiences themselves, and any system or analytics that are relevant.

Using our proprietary methodology, we decompose the whole ecosystem.

Resulting in a translation of your vision into an easy to digest Index.

We discover the Drivers, Factors, and Attributes that enable the successful achievement of your goal.

DRIVERS:  These are characteristics of the environment.

FACTORS:  These are the success enablers for the vision to thrive.

ATTRIBUTES AND MATURITY:  Using the data streams we determine the scale of the attributes needed to achieve an optimal state.



We will determine the best way to assess the Index given your environment.  It could be a mixture of evaluations, observations or audits.  Don't worry, we are there with you every step of the way to bring you best practices and transfer capabilities.  

When we evaluate we optimize across the needs of all audiences - the participants, the business, and the delivery teams who will have to act upon the data.


Faster and simpler for Participants.

Indexes are built using audience perception as a part of the process, but evaluation techniques measure by the participants association to fact.  This means participants do not have to spend time thinking about what a "3" means, or whether they agree or disagree - reducing their cognitive load, and making the evaluation experience simpler.  Evaluations can be taken from anywhere, on any device, or done virtually.

Easy to track and trend for Management.

The easy to digest overall dashboard allows drill downs across the factors and drivers.  Data can be viewed with a focus on any variable be that location, function, or participant variable.  There is also no misinterpretation as the same core data is used to derive the overarching metric that management see, directly linked to the critical success factors that will actually move the needle.

Faster to action for the delivery teams.

Because we know the maturity levels of the attributes, we can show exactly where you are and what needs to be done to advance.  You can then discuss as a team to determine the true efforts required, making smarter decisions with this foresight.

The Index can serve as a cross functional, shared goal, while still enabling the functional accountabilities needed to effectively get work done.

Evaluate concepts and ideas to simulate their indicative impacts.

Using the Index we can evaluate a concept or idea against what they could achieve so that you can use this insight to select solutions that have the best chance of success.

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Following through, the Index can be used across the full lifecycle to design for the desired goal, vision, or experience.  Using our Flow Optimization technique, we can look at a customer or user journey to determine at which points the success factors are most impacted.  This enables the design to be optimized at the right moments for the experience.

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WHY Have an Index?

They are Based on Your "DNA", Vision and Goals

They are systematic and scalable, based on your environment, audience, and business.

They Provide Input to Ongoing Analytics and Measures

They enable you to understand what to measure across the full lifecycle so that you can determine the best "how".

The Process Uncovers the Unstated Needs

We help you find the "unknown unknowns", driving better adoption and value.

They Provide Something for Everyone

Trending data for management, that means something to the people that have to work on delivering the vision, as well as a simplified evaluation experience for the participants.

They Help Proactively Guide your Organizational Roadmap

You can quantify your baseline and identify opportunities that will actually move the needle.

They Provide Value that Keeps on Giving

They can be used continuously and iteratively to focus and prioritize your roadmap.