Our Approach

Our methodology is systematic and industry agnostic.  Based on years of experience in the domain, data science, experience design and design thinking principles, we can create a data model for any vision, goal or experience. It follows three phases.


1: We identify all of the audiences and goal.

This includes everyone using, buying and delivering the experience or impacting your business goal including: customers, users, stakeholders, and employees. 


2: Extensive research

We utilize structured and unstructured, qualitative and quantitative data as well as validated research studies to understand the domain and needs across all necessary audiences.

Using our proprietary methodology, we decompose the whole ecosystem.


3: Algorithm engineering

Using our unique iterative data modeling process, we understand a variety of data objects and the relationships between them to create a Success Model.  This gives us comprehensive depth and breadth across the whole ecosystem.

Using the model, we create an algorithm and evaluation to draw out the indicators and map 100's of points of analysis so that we can understand exactly what current state is, and what needs to be done to achieve the goal or vision.



Actionable Evaluations

We will determine the best way to assess the Model given your environment. It could be a mixture of evaluations, interviews, or audits.  

Our evaluations are scenario and association based to limit distortion. They take in participant responses, and use 100’s of points analysis based on the patterns and relationships between the selected responses to paint a clear picture of enablers and detractors impacting your goal.


Advantages Across All Audiences


Faster and simpler for Participants.

Models 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 and more engaging.

Evaluations can be taken from anywhere, on any device, or done virtually.


Easy to track and trend for Management and Leadership

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


ELevating the benefits of traditional measurements

Evaluate concepts and ideas to simulate their indicative impacts.

Using the Success Model we can evaluate concepts or ideas against what they could achieve so that you can use this insight to select solutions that have the best chance of success - balancing across cost, effort, risk, and impact to your goal.


6 Reasons to Use Success Models

Based on Your "DNA", Vision and Goals

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

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

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

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 more engaging evaluation experience for the participants.

Help Proactively Guide your Organizational Roadmap

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

Provide Value that Keeps on Giving

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



Using Success Models to Proactively Drive Design

Following through, the Success Model 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, user journey, or development plan, 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.

Screen Shot 2018-10-09 at 11.56.58 AM.png

Measuring the experience

Identifying the factors, through creation of the success model, that impacts the goal, or experience you are providing. This looks at answering: How do you customers measure you? What makes them feel a certain way? What motivates them to take the desired actions?

Flow Optimizations

Identifying the moments that matter, using the Success Model’s index, we can see where emotions are impacted, what is positively and negatively contributing, and optimize given multiple needs and constraints.

Pillars of Experience

Success models ensure that the experience is built on a core, strategic foundation, and that the vital experience enablers are considered throughout the lifecycle.


  • Experience Vision: What is your purpose and how does your brand feel? What are you trying to achieve?

  • Profiles: Who are your users, customers, stakeholders, and those that need to deliver and maintain the experience? What variables affect their behavior? What do they need? What are their pain points?

  • Metrics: Here the success model defines an accurate measure of the goal or experience.

Direct Impacts:

  • Marketing: What content do the audiences interact with? What is controlled? What is audience generated?

  • Frequent Actions: What do they do often? What is high impact to the emotional connection?

  • Components: Is each part of the experience individually usable?

  • Communications: What do they see and hear, when? For what purpose?

  • Support: How are they supported? When, and to what quality of service?