Independent case · Practice professionally

Capstone: improve a whole experience

Apply the method in a new context. Review your own artifact against the criteria and decide what evidence would change it.

Before you beginNeed the method or a worked example? Open the full lesson.

01 / New context

The situation

Fictional scenario

A fictional community health center offers class registration through web, phone staff, and an automated chat assistant. Classes have limited seats and eligibility rules.

Evidence and constraints

  • Fictional observation: in six moderated sessions, two participants interpreted 'I found a place for you' as confirmed enrollment. Neither had a booking record. This is a failure mode in the observed sample, not a population rate.
  • Fictional observation: one participant learned from phone staff that they were ineligible for the suggested class. The assistant had displayed the class before checking eligibility.
  • Fictional system detail: the booking service can confirm a seat synchronously when online. During an outage it returns no confirmation; it does not reserve a place for later.
  • Fictional operations detail: phone staff use a separate ledger that updates from the booking service about every fifteen minutes. Staff can resolve eligibility questions during staffed hours, but cannot guarantee a seat from the ledger alone.
  • Fictional access constraint: some members use phone service because the web form is difficult with a screen reader. The team has not yet tested the assistant with screen-reader users or in languages other than English.
  • Fictional policy uncertainty: the center has not supplied a complete list of exception rules or named an owner for assistant advice about eligibility. Do not invent those rules; state what must be verified before release.
  • Fictional delivery constraint: the next release can change assistant copy and booking handoff. A shared real-time staff ledger would require a later release.

Recommend a staged change to the registration service. Produce a task and service map, observation-versus-hypothesis list, two design alternatives including failure states, a test plan with tasks and observations, a decision memo, and a revision rule. State what the small sample cannot establish. You may recommend pausing part of the assistant if the evidence warrants it.

Produce: A compact case dossier: journey map, finding cards, state model, test plan, decision memo, and revision trigger.

02 / Make and review

Your artifact

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03 / Self-review

Check your judgment

Specific standard: The dossier distinguishes facts from hypotheses; aligns all channels to the actual enrollment state; handles eligibility, access, authority, and recovery; compares alternatives; and uses test tasks that can overturn the recommendation.

  • Observation and inference are separated; the six sessions are not used as a population estimate.
  • The service map identifies which system can confirm a seat, how the fifteen-minute staff ledger affects claims, and who owns each handoff.
  • Alternatives address eligibility, screen-reader access, pending and failure states, and a human recovery route without inventing policy.
  • Test tasks and observations could reveal whether people distinguish a suggestion from enrollment and whether the proposed safeguard adds unacceptable friction.
  • The memo names release dependencies, decision owners, uncertainty, and a concrete condition for revising or stopping the assistant flow.
Review questions

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