Research Immersion to inform C2C Courier Service Innovation 

The client wants to increase their market share in the C2C courier service, aligned with the rising trend of e-commerce and SMEs. They see Customer Experience (CX) as a key component in this. We were engaged to help them to understand the customers’ needs and expectations towards the service, identify gaps and problems both from the customer-facing and internally within the organization, identify opportunity areas for improvements and innovations, and prototype the prioritized idea in the field.c ac odio tempor orci dapibus ultrices in iaculis

The Impact

Through a comprehensive service immersion and mapping out the gaps and opportunity areas, we developed a roadmap for CX initiatives that encompass both customer-facing as well as internal organizational improvements. As a quick-win strategy, we redefined the “Pickup delivery service” experience, through immersive prototyping and testing. Additionally, the newly formed team who shadowed our team during the process has developed the skills and confidence to integrate human-centered design mindsets and facilitate collaboration with cross-functional teams.

Our Approach

To identify gaps and opportunity areas along the end-to-end customer journey, for both frontstage and backstage interactions within a short timeline, we involved different internal stakeholders/actors in collaborative workshops. This initial service blueprint was then further enriched with immersions, observations, and interviews with customers and internal employees. From the insights and systems mapping, we identified several leverage points for quick wins and a roadmap for future CX initiatives. We involved key actors in prototyping the quick win service ideas in the field, which allowed us to be grounded in the operational constraints. Throughout the project, key members of the newly formed CX team were actively involved, to empower them to continue the process even after the completion of our team’s engagement.

Immersion at the frontstage counter
Immersion at the backstage sorting center
Immersion and interviews with customer 

Our Journey and Process

Cross-functional Workshop and Immersive Observation

Before speaking with the customers, we conducted innovation workshops with multiple internal teams to understand the overall process from both the customer journey and internal processes, including the challenges encountered and potential leverage points for intervention. Then, we did immersive observations to get a better context of the daily activities of key actors along the process. Starting from observing the counter, the sorting process, until the delivery process by the courier.

In-depth interviews (IDI) and Focus Group Discussions (FGD)

At this stage, we had interviews with the target customers to dig deeper into their motivations, challenges, and behaviors toward courier services (e.g. expectations, preferences, evaluation criteria, pain points, perceptions). We also did focus group discussions with courier service agents to understand their perspectives, motivations, expectations, and challenges that hinder them from delivering great customer experience.

Ideation workshop with internal stakeholders

After getting all the insights and a better understanding of the customers and the internal dynamics, we conducted an ideation workshop to brainstorm and prioritize ideas to further prototype as quick-win solutions.

Service Prototyping

In collaboration with the client’s internal team, we redesigned the “Pickup delivery service” experience, covering an alternative service flow, customer touchpoints, physical touchpoints, roles and service delivery team structure, enhancement in digital tools, payment solutions, and script for front-stage interactions. Together with the frontstage (customer-facing) and backstage team, we tested out a service prototype with real customers, where we obtained direct feedback for quick iterations and improvements.

Service ideation and prototyping
Co-creation for service prototyping
Service prototyping in the field

The Results

We mapped out ‘as-is service blueprint’ and ‘to-be service blueprint’ rooted in insights from the customers and internal teams. We derived a roadmap for CX initiatives to target different gaps and opportunity areas to improve the overall customer experience. For one of the initiatives, we prototyped and tested a quick-win solution that has high leverage points to improve the customer experience and potential business revenue. With the transfer of knowledge throughout the project, the newly formed CX team was able to implement the approach in another project on their own.


Consultant in-charge

ketut-sulistyawati

Ketut Sulistyawati

Project Oversee

Bhagaskara Setiawan

User Researcher

daniel-fandra

Daniel Fandra

Research Ops

Frans Mateus Situmorang

Project Lead

Catharina Krisanti

User Researcher

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Seeing the visitor interest through the collection they captured in their camera roll

Museum Nasional is a prominent Indonesian museum, housing a diverse collection of artifacts that showcase Indonesia’s history and heritage. As a renowned institution, stakeholders have initiated a significant transformation to enhance museum management and visitor experiences. This transformation has prompted us to relook at long-standing issues and challenges. Due to ongoing strategic developments, the project’s focus has shifted from evaluation to an in-depth exploration of visitor experiences, seeking to uncover their inspirations and potential opportunities more than just their satisfaction aspect.

The Impact

The museum now has dedicated guidelines that can serve as the cornerstone for crafting museum exhibitions as consideration from visitors’ point of view. The guideline consists of the way the museum should determine the central message, consideration in selecting the collections, and the way the collections are presented. They have become the first measure of success and can be adopted in other Indonesian museums under the Indonesian Heritage Agency in the future.

Our Approach

We begin with in-depth exploratory research, where we delve into the experiences and motivations of institutional employees, visitors, and even non-visitors. We extract valuable insights from these stories to develop frameworks that guide the creation of exhibition storylines, visitor flow, and visitors’ expectations.

In the second phase, we refine and iterate on the framework for the exhibition storyline. We also produce physical prototypes that are tested with visitors. Using these findings, we evaluate and enhance the guidelines, making them more detailed and practical.

These two phases allow us to create a comprehensive and visitor-centric approach to museum exhibitions, ensuring that our guidelines are highly effective in enhancing the overall visitor experience.

Shadowing visitors
Observing visitor’s interaction with the collections
Using stimuli to gather visitors feedback about their experience

Our Journey and Process

Looking In

Before engaging with visitors, we first delved into the broader museum landscape, benchmarking against historical museums in Indonesia and abroad. We initiated meaningful conversations with stakeholders and internal staff members, many of whom have direct or indirect ties to our visitors. Through these interactions, we uncovered their pain points and aspirations, paving the way for a more comprehensive understanding of Museum Nasional’s ecosystem.

Looking Out

We engaged in observations and then did intercept interviews with the museum’s current visitors. We also did in-depth interviews with the non-visitors, particularly those inclined towards other museums but not Museum Nasional, to gain fresh perspectives and draw inspiration from their narratives. These invaluable insights are transformed into a comprehensive framework that covers what visitors seek, their underlying motivations, and distinctive characteristics.

Co-ideation with Stakeholders

One of the most impactful processes is to rejoin stakeholders and internal staff, inviting them to explore the visitor’s framework. Collaboratively, we identify specific aspects for prototyping and engage in dynamic discussions to refine the emerging ideas. The conversation with the stakeholders shaped our initial guidelines and the focus area to prototype in the next phase.

Prototyping and Testing

The selected concept was transformed into tangible prototypes and showcased within the exhibition spaces for a limited duration. These prototypes served an informative purpose and actively involved visitors, encouraging their active participation in the museum experience. We have gained a lot of feedback from visitors who directly interact with the prototypes.

Visitor Experience Guideline

Drawing upon the valuable feedback from visitors and the wealth of insights accumulated throughout the project’s various phases, we revisited and refined our crafted visitor experience framework. This framework then transformed into actionable guidelines that foster collaboration across diverse divisions, including curators, educators, branding, front liners, and business management.

Visitor behavioral types found in Museum Nasional
Prototype testing with participatory approach
The detail of participatory collection prototype
Example of the visitor guideline framework produced to help the internal team in crafting the exhibition

The Results

We uncovered different ways visitors interact with the collections and what factors influence their interaction. These were used to create the draft guidelines before it was prototyped in a temporary exhibition. The results have covered several actionable guidelines with opportunities for cross-collaboration within the museum’s division. It ignites many positive discussions for future improvement that lead to the need for transforming performance evaluation within the old systems.


Consultant in-charge

Uka-q-a-p

Bhagaskara Setiawan

Project Oversee

Daniel Fandra

User Researcher

Frans Mateus Situmorang

Project Lead

Catharina Krisanti

Interaction Designer

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The project aims to identify key challenges and opportunities in the onboarding process and produce actionable and localized insights that directly benefit digital financial inclusion activities. Unbanked and underbanked included here are farmers, informal workers, micro-entrepreneurs, and economically inactive (Students & Wife). The project also focuses on more rural areas where the conventional banking infrastructure is typically lower. The research is done in parallel in 4 different countries which has big number of unbanked underbanked population: Indonesia, India, Bangladesh and Uganda.

The Impact

We shared the research results in different dissemination forms with different relevant stakeholders, such as 1-on-1 sharing sessions with partnered key players, conference talks, and sharing series such as:

  • 1-on-1 sharing session with more than 7 different service providers and relevant stakeholders
  • Speaker in UXA Masterclass Conference 2023 in Spain (120+ attendees)
  • Speaker in Somia Conference 2023: System Thinking in Design (120+ attendees)
  • Visionary Talk and Exhibition Booth in Indonesia Fintech Summit 2023 (3000+ visitors)

Our Approach

The research is conducted in 3 provinces: North Sumatra, East Java and South Sulawesi, as representative of the west, central and east region of Indonesia to best represent the geographical context. This locations are selected as they have barriers in limited banking infrastructure, low economy and financial literacy but have good internet penetration and digital availability as the basic requirements of the adoption. 

The thick research uses an ethnographic approach to discover and document the onboarding journey of different segments in different services (agri-tech, mobile & digital banking, digital wallet, digital lending, QRIS, and government aid – PKH & Prakerja).

ECOSYSTEM & STAKEHOLDER LEVEL

As support systems and infrastructure are crucial in digital financial services adoption, we started by understanding the context and mapping the ecosystem. This includes observing the infrastructure in the system, their roles, the communication used, etc. From our initial landscape mapping, we identified several key stakeholders and gathered data through transect walk, shadowing, and in-depth interviews with key government and service providers stakeholders.

PRODUCT AND PERSONAL LEVEL

Understanding the products / services used and deep dive into the target group context, literacy and behaviors towards DFS as well as the detailed onboarding process. In this phase, we also dug deeper into findings from the ecosystem mapping and stakeholder & provider discovery. The data was collected from various methods such as intercepts, Focus Group Discussions, shadowing, fly on the wall to In-depth interviews.

Interviewing respondents in their farming land
Using stimuli to get honest reaction during the session
Talking to the local government to get the different point of view

Our Journey and Process

Phase 1 Project Visioning & Landscaping

This phase started with detailing the project plan, teams visioning on outputs, outcomes, and methodology. Then, followed with developing partnership strategy and outreach with financial service providers, sampling strategy and framework, design of research tools, IRB approvals submission, and market recce.

Phase 2 Discovery

The phase is divided into 3 rounds of discoveries (field research). In each round, we did the analysis, synthesis, internal learnings workshop, country-wise socialization, feedback and iteration of the research approach.

Phase 3 Compiling Outputs and Dissemination

In the end phase of the project, we did analysis and sense making across all the three rounds of the discovery by country followed with compiling the global cross-country learnings. In parallel, we did country wise dissemination and is closed by global dissemination with relevant stakeholders.

Illustration showing the challenges the unbanked and underbanked encounter when doing onboarding process
Delivering insight in the form of financial newspaper and distributing it at Indonesia Fintech Summit and Expo 2023
Sharing the insight in the Inspiration Stage at Indonesia Fintech Summit and Expo 2023

The Results

The insights that we gathered from the research are extracted in different formats, from journey mapping, illustration, and short videos. The key challenges are identified and mapped in each stage of the journey from pre-during-post onboarding, including awareness, perception, consideration, decision-making, and application to usage. 

The understanding of problem spaces in each stage is also equipped with the opportunities collected from good practices observed in the field and design principles as inspiration and to bridge the implementation.


Consultant in-charge

Ketut Sulistyawati

Project Oversee

Uka-q-a-p

Bhagaskara Setiawan

Partnership Lead

anindya-fitriyanti

Daniel Fandra

Project Lead

rayi-harjani

Frans Mateus Situmorang

User Researcher

daniel-fandra

Catharina Krisanti

Research Ops

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Client SomiaCX
Project Duration 10th year Anniversary
Project Location Indonesia

Since 2012, we’ve been working on a variety of interesting projects, many are related to the micro-segment, finances and how they use technology in Indonesia. It is a promising segment with massive growth potential in terms of financial and tech adoption. Additionally, we discovered that current approaches to attract the interest of the micro-segment are not fully optimized yet.

The Impact

To celebrate our 10th Anniversary, we would like to share our learnings and experiences regarding this segment. We have written them into this book, hoping that the information we provide can inspire readers to develop more effective strategies to introduce finance and tech adoption to the micro segment. If you want to know more about this publications or to collaborate with us, feel free to contact us. Enjoy!

Read The Books Here!


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Photo of Warung owner being interviewed
Client E-Commerce
Project Duration 2 months
Project Location Jambi, Manado, Yogyakarta

We engaged with a new startup to enter the e-commerce market targeting rural areas in Indonesia. Since it was still at the beginning of the development, our biggest challenge was defining the target customers and product strategy to have the right angle for the rural market.

The Impact

Within two rounds of research, we helped the client develop a clear strategy of value proposition, product offering, customer experience, and product roadmap to enter the market confidently.

Our Approach

We need to understand our users better to define the go-to-market strategy. The explorations that have been done aren’t targeting only the store owners but also other stakeholders, like suppliers, logistics, and also the BUMDes (village apparatus). Based on those explorations we have gained a deeper understanding of the whole ecosystem. Our works aren’t limited to the initial discovery only. We also did service evaluation by visiting areas in Central Java with different types of local merchants. This evaluation helps us to uncover a holistic service journey that can be improved and implemented into e-commerce product transformation.

Stakeholders Mapping

Our Journey and Process

Exploratory Research

We conducted IDI and intercepts with different stakeholders and business scales in 20 locations from Jambi, North Sulawesi, and Central Java. They range from small, medium, and big resellers. This field research goal is to understand the full ecosystem’s needs and pain points.

Service Evaluation

In this phase, we focus on the service evaluation and identifying improvement areas. We did immersive research in four regions in central Java by interviewing the stakeholders, going to the store, doing home visits, field observations, and intercepts.

Intercept and in-depth-interview with respondents

The Results

Targeting the rural market would be challenging, especially if the products heavily rely on digital. Here are some of the insights that we’ve captured from our research:

  • Physical touchpoints and offline relationships are essential to bridge the interaction. The existing user journey has been developed for a long time and is primarily offline. Hence, the product can’t apply fully digital experience and touchpoints instantly.

  • Trust is built over time. Trust is earned. Familiar faces are needed, and past bad experiences set their trust. In this service journey, reliable agents, stock availability, and straightforward legal entities greatly influence customer trust.

  • The product should build simple and practical over users’ existing habits. Their day has always been packed with warung/ shop routines, and they are served by sales which come directly to the shops. They don’t have time or motivation to learn new things that add more complexities to their current habits.

Consultant in-charge

Ketut Sulistyawati

Project Lead

Bhagaskara Setiawan

User Researcher

anindya-fitriyanti

Frans Mateus Situmorang

User Researcher

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Wudu All in one Station and Urinal for muslim istinja washing
Client Kohler
Project Duration 3 years
Project Location Indonesia

Kohler wanted to explore opportunity areas to cater Muslim specific needs in bathspace. We started the exploratory journey in 2017 with a series of user research, ethnographic research, observations, and interview with experts. We derived key opportunity areas for innovation and we then worked closely with the client to do iterative user testing with the developed concepts and working prototypes. The project won several international awards and has been developed and launched to the public in 2022.

The Impact

Kohler wanted to explore opportunity areas to cater Muslim specific needs in bathspace. We started the exploratory journey in 2017 with a series of user research, ethnographic research, observations, and interview with experts. We derived key opportunity areas for innovation and we then worked closely with the client to do iterative user testing with the developed concepts and working prototypes. The project won several international awards and has been developed and launched to the public in 2022.

Our Approach

As the Muslim market is growing, Kohler, one of the largest international sanitaryware companies, wanted to develop new innovative sanitary wares for Muslims. Throughout the 3 years project, we worked closely with Kohler to discover new opportunities for innovations, develop concepts and then test and iterate the design of the concept:

Our Journey and Process

Our Journey and Process

Phase 1: Exploratory Research & Concept Testing

We started the exploratory journey in 2017 with a series of user research, ethnographic research, observations, and interview with experts (architect, Prominent figures in Islam). 

From this initial discovery, we synthesized several key opportunity areas, especially regarding Muslim cleaning rituals and beliefs, such as Wudu (washing all over the face, hand, and foot) and Istinja (cleaning of private parts with water after relieving oneself). 
Such needs, however, are not catered well in today’s sanitary products. We found out that there are many workarounds done by the users to be able to do their rituals. From these discoveries, we developed concept ideas to be tested with the potential users in order to discover the design principles and prioritize concepts to be further developed.

Phase 2: Real-Size Prototype Usability Testing

The prioritized concepts were then developed into a real-size prototype, such as 1:1 printouts and cardboards. These prototypes were shown and tested to a number of homeowners and business users to gain their usability feedback. By creating a real-size prototype, we could observe how users interacted with the products.

From the usability testing, we discovered the physical requirements & essential features of the product, which later is used as a guideline for the client to develop the product further. These inputs were important to help us and our client to take decisions before developing a high-cost working prototype.

Phase 3: Working Prototype UT & Finalization

When we tested the non-working prototypes, some feedback may come only from the user’s imagination, which might be different than when they directly interact with the working prototypes. Therefore, it’s important to do usability testing using working prototypes to prevent wrong decisions before finalizing the concept for mass production.

Kohler team developed 8 working prototypes based on the input of the previous phase. Then, we test it to the potential users, developers, architects, technicians & Muslim experts and ask them to prioritize it. We did not only evaluate the usability of the products but also discussed the price they are willing to pay and how they would adopt the products for their home/construction projects. With the Muslim experts, we discussed how to appropriately design, communicate and implement the products.
From the input of the previous round of research, Kohler’s team iterated a new-refined prototype, and then, we tested it again. Finally, the design got approval from the respondents as it already covered most of their needs. From these learnings, Somia provides the Final Product Recommendations and suggested that we can finalize the product.

Wudu, Istinja, and the workaround Muslim does to cater their ritual

From the concept drawing, to mid-fidelity prototype, then high fidelity working prototype

Close collaboration! During the project, Kohler team worked closely with Somians during all phases of the project

The Results

The product concept of this project, the Kohler Rivlet, has been launched to the market in 2022, while the Urinal Istina is still under development. The concept has attracted the interest of both Indonesian and international markets. The project has also received several international recognitions and awards.

Awards & Recognitions

We are very honored and humbled that the Istinja Urinal Concept won in:

Taiwoon Woon
logo-kohler

Fabulous! I love their curiosity, humbleness and willingness to go out of their comfort zone to make things happen. The positivity is great! Another thing I appreciate is how the team works well with me to get the results I need. Sulis also understood that I needed to sell up to top leaders and the type of information/ communication needed to make things work. During the testing, I see the level of passion, involvement, and flexibility to make things work. It’s really good and inspiring!

Taiwoon Woon
Kohler, Design manager and Global Commerial Lead

Consultant in-charge

dono-firman

Ketut Sulistyawati

Project Lead

Uka-q-a-p

Bhagaskara Setiawan

User Researcher

Daniel Fandra

User Researcher

Frans Mateus Situmorang

User Researcher

nathaniel-orlandy

Catharina Krisanti

User Researcher

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Design Implementation for CASA of Micro-segments
Client Bank BRI
Project Duration 5 months
Project Location Indonesia

How might we get people to save their money in a Bank? Bank BRI (Bank Rakyat Indonesia) wants to increase CASA (Current Account Savings Account) for Indonesian micro-segments areas. The approach is to solve financial inclusion for those segments through developing value propositions as well as developing products and services to get customers to save in the bank.

The Impact

Transforming into digital is not always the solution. During 2 months of product testing, more customers started to have new accounts at BRI. We collected approximately $2,750 from 61 new accounts. More than just customers, we helped increase trust and awareness of Bank Agents in the area and the direct impact of the bank itself has collected about $2,750 with an average of $53 savings per transaction.

Our Approach

The project consists of two phases using a human centered design approach. The first phase of Value Proposition Research is to understand the behavioral types of micro segment users, why they don’t save their money at banks yet. From the behavioral insight and field findings, then we formulated Design Principles which would become our guide to the second phase of iterative design, prototyping, and implementation.

Collecting insights and co-ideation with stakeholders, agents, and customers

Our Journey and Process

Stakeholders Interviews and Co-design Workshop

We conducted interviews with the stakeholders to brainstorm ideas and prioritize solutions based on their impacts and efforts to make the changes.

Synthesis and Concept Iteration

We interviewed and observed customers around different cities and rural areas in Indonesia to understand their motivation and pain points to do savings at Banks. We also tested some concepts to see their preference of solution and to gather feedback on the concepts.

Concept Prototyping

After we finished field research in one city, we did a synthesis to capture insights from the research so we can improve the direction of the research for the next city. The concepts tested during the IDI are also iterated based on the feedback and we conceive other concepts based on the concept testing.

Implementation

We have detailed out the service design to ensure successful implementation. Within four iterations with different physical prototypes to find the design of the product that would fit their needs. We designed and produced the product based on the feedback from the customers, Bank Agents, and Stakeholders.

Prototype Testing and Implementations

The Results

During the project, we worked closely with the BRI core team. They were directly involved in the field research, recruitments, IDI, synthesis, and almost every stage of the projects. By working collaboratively, It helped us further understand the client’s need and what’s important to them on the project, so we can dig deeper on their preference and goals to ensure a better research result that fits the client’s vision. It also directed the project’s course so we could manage the project’s time and resources more effectively.

Awards & Recognitions

We are very honored and humbled that this project won in:

IxDA Interaction Awards 2019 
for Best in Category: Optimizing and Best in Show


Taiwoon Woon
logo-kohler

Fabulous! I love their curiosity, humbleness and willingness to go out of their comfort zone to make things happen. The positivity is great! Another thing I appreciate is how the team works well with me to get the results I need. Sulis also understood that I needed to sell up to top leaders and the type of information/ communication needed to make things work. During the testing, I see the level of passion, involvement, and flexibility to make things work. It’s really good and inspiring!

Taiwoon Woon
Kohler, Design manager and Global Commerial Lead

Consultant in-charge

Uka-q-a-p

Bhagaskara Setiawan

Interaction Designer

Daniel Fandra

User Researcher

nathaniel-orlandy

Frans Mateus Situmorang

Product Designer

Catharina Krisanti

User Researcher

See more our similar works

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