How do you extract the real, unarticulated needs from a stakeholder or user who comes to you asking for AI, a specific app feature, or a dashboard?
On this episode of Experiencing Data, Cindy Dishmey Montgomery, Head of Data Strategy for Global Real Assets at Morgan Stanley, was gracious enough to let me put her on the spot and simulate a conversation between a data product leader and customer.
I played the customer, and she did a great job helping me think differently about what I was asking her to produce for me — so that I would be getting an outcome in the end, and not just an output. We didn’t practice or plan this exercise, it just happened — and she handled it like a pro! I wasn’t surprised; her product and user-first approach told me that she had a lot to share with you, and indeed she did!
A computer scientist by training, Cindy has worked in data, analytics and BI roles at other major companies, such as Revantage, a Blackstone real estate portfolio company, and Goldman Sachs. Cindy was also named one of the 2021 Notable Women on Wall Street by Crain’s New York Business.
Cindy and I also talked about the “T” framework she uses to achieve high-level business goals, as well as the importance for data teams to build trust with end-users.
In our chat, we covered:
“There’s just so many good constructs in the product management world that we have not yet really brought very close to the data world. We tend to start with the skill sets, and the tools, and the ML/AI … all the buzzwords. [...]But brass tacks: when you have a happy set of consumers of your data products, you’re creating real value.” - Cindy Dishmey Montgomery (1:55)
“The path to value lies through adoption and adoption lies through giving people something that actually helps them do their work, which means you need to understand what the problem space is, and that may not be written down anywhere because they’re voicing the need as a solution.” - Brian O’Neill (@rhythmspice) (4:07)
“I think our data community tends to over-promise and under-deliver as a way to get the interest, which it’s actually quite successful when you have this notion of, ‘If you build AI, profit will come.’ But that is a really, really hard promise to make and keep.” - Cindy Dishmey Montgomery (12:14)
“[Creating a data product for a stakeholder is] definitely something where you have to be close to the business problem and design it together. … The struggle is making sure organizations know when the right time and what the right first hire is to start that process.” - Cindy Dishmey Montgomery (23:58)
“The temporal aspect of design is something that’s often missing. We talk a lot about the artifacts: the Excel sheet, the dashboard, the thing, and not always about when the thing is used.” - Brian O’Neill (@rhythmspice) (27:27)
“Everyone should understand product. And even just creating the language of product is very helpful in creating a center of gravity for everyone. It’s where we invest time, it’s how it’s meant to connect to a certain piece of value in the business strategy. It’s a really great forcing mechanism to create an environment where everyone thinks in terms of value. And the thing that helps us get to value, that’s the data product.” - Cindy Dishmey Montgomery (34:22)
Links Referenced063 - Beyond Compliance: Designing Data Products With Data Privacy As a UX Benefit with The Data Diva (Debbie Reynolds)
062 - Why Ben Shneiderman is Writing a Book on the Importance of Designing Human-Centered AI
061 - Applying a Product Mindset to Internal Data Products with Silicon Valley Product Group Partner Marty Cagan
060 - How NPR Uses Data to Drive Editorial Decisions in the Newsroom with Sr. Dir. of Audience Insights Steve Mulder
059 - How Design Thinking Helps Organizations and Data Science Teams Create Economic Value with Machine Learning and Analytics feat. Bill Schmarzo
058 - IoT Spotlight: 8 UI / UX Strategies for Designing Indispensable Monitoring Applications
057 - How to Design Successful Enterprise Data Products When You Have Multiple User Types to Satisfy
056 - How Design Helps Drive Adoption of Data Products Used for Social Work with Chief Data Officer Dr. Besa Bauta of MercyFirst
055 - What Can Carol Smith’s Ethical AI Work at the DoD Teach Us About Designing Human-Machine Experiences?
054 - Jared Spool on Designing Innovative ML/AI and Analytics User Experiences
053 - Creating (and Debugging) Successful Data Product Teams with Jesse Anderson
052 - Reasons Automated Decision Making with Machine Learning Can Fail with James Taylor
051 - Methods for Designing Ethical, Human-Centered AI with Undock Head of Machine Learning, Chenda Bunkasem
050 - Ways to Practice Creativity and Foster Innovation When You’re An Analytical Thinker
049 - CxO & Digital Transformation Focus: (10) Reasons Users Can’t or Won’t Use Your Team’s ML/AI-Driven Software and Analytics Applications
048 - Good vs. Great: (10) Things that Distinguish the Best Leaders of Intelligent Products, Analytics Applications, and Decision Support Tools
047 - How Yelp Integrates Data Science, Engineering, UX, and Product Management when Creating AI Products with Yelp’s Justin Norman
046 - How Steelcase’s Data Science, UX, & Product Teams Are Helping Customers Design Safer Office Workplaces Informed by Covid-19 Recommendations w/ J...
045 - Healthcare Analytics…or Actionable Decision Support Tools? Leadership Strategies from Novant Health’s SVP of Data Products, Karl Hightower
044 - The Roles of Product and Design when “Competing in the Age of AI” with HBS Professor and Author Karim Lakhani
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