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Designing a curriculum and tool
to build $100M offerings

CompanyIBM RoleTeam Lead, User Experience Timeline2015 – 2021 FocusService design · Curriculum design · Product design

IBM had an ambition: create a repeatable system that enabled Offering Leaders to build $100M services businesses. The challenge was behavioral, not just operational. Offering Managers knew what outcomes they needed to achieve, but didn't trust the process required to get there. Research revealed that they were skipping the rigorous discovery work and jumping straight to polished sales materials. The result was offerings that sounded good but didn't address real market, customer, or user needs.

The question the team set out to answer: how do we create behavioral shifts at scale, across a large and distributed organization?

[ Slide: "No one ever got fired for buying IBM" — the cultural context ]

User research and service design

The IBM Consulting Design Team conducted research with Offering Managers across the organization. A key insight from the field: managers were designing offerings broadly on purpose, planning to tailor them later, while performing focus for their stakeholders during reviews. The rigorous work to build $100M businesses simply wasn't happening.

The as-is state was stark: a room full of offering managers, and just a handful of designers scattered among them — outnumbered and underutilized.

[ Slide: "As-is" — room photo with designers circled in red ]

Designing the program

The solution wasn't a single tool — it was a system: an updated program, a new curriculum, and a brand new software tool to support both. I led the UX team through ideation, sketching program concepts as illustrated storyboards to rapidly communicate intended activities and test ideas with the team. We explored multiple program structures before landing on a phased model spanning foundation, acceleration, and activation.

[ Program ideation: illustrated storyboard concepts ]

Sketching and rapid prototyping

Early screen designs were built for rapid user testing, not polish. I used hand sketches to put the pieces together and communicate intended interactions to the team quickly. From there we moved into high-fidelity prototypes in Sketch, iterating through multiple rounds of user testing. The prototype map grew complex — dozens of screens and flows connected across two user roles.

[ Sketches: early screen wireframes for rapid testing ]
[ Prototype map: rapid prototyping for rapid learning ]

Building ViewPoint and contributing to Carbon

The software tool we designed was ViewPoint — a platform that guided Offering Leaders through a structured development process, tracking progress across nine units from discovery through commercialization. I designed the component system for ViewPoint in parallel with IBM's nascent design language, Carbon, contributing patterns back as we built them: typography, color, tables, modals, navigation, forms, and more.

[ ViewPoint components and Carbon design system documentation ]
[ ViewPoint MVP: final product screens ]
  • Offerings that went through ViewPoint and the program had an 8x growth rate compared to existing offerings
  • Concept to shipped MVP delivered in one business quarter
  • Offering leaders were initially reluctant, but after seeing results adopted heavily
  • IBM funded the entire 20-person design team under the offerings budget as a direct result
  • Outstanding Technical Achievement award, IBM 2019

[ This is where you noted "this is where I got to shine." What did it teach you about designing for behavioral change, not just task completion? What was the hardest part of changing how a large organization worked? ]

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