Experiencing Data w/ Brian T. O’Neill (UX for AI Data Products, SAAS Analytics, Data Product Management)

Jeremy Forman joins us to open up about the hurdles– and successes that come with building data products for pharmaceutical companies. Although he’s new to Pfizer, Jeremy has years of experience leading data teams at organizations like Seagen and the Bill and Melinda Gates Foundation. He currently serves in a more specialized role in Pfizer’s R&D department, building AI and analytical data products for scientists and researchers. .

Jeremy gave us a good luck at his team makeup, and in particular, how his data product analysts and UX designers work with pharmaceutical scientists and domain experts to build data-driven solutions..  We talked a good deal about how and when UX design plays a role in Pfizer’s data products, including a GenAI-based application they recently launched internally.  

LinkedIn: https://www.linkedin.com/in/jeremy-forman-6b982710/

The relationship between AI and ethics is both developing and delicate. On one hand, the GenAI advancements to date are impressive. On the other, extreme care needs to be taken as this tech continues to quickly become more commonplace in our lives. In today’s episode, Ovetta Sampson and I examine the crossroads ahead for designing AI and GenAI user experiences.

While professionals and the general public are eager to embrace new products, recent breakthroughs, etc.; we still need to have some guard rails in place. If we don’t, data can easily get mishandled, and people could get hurt. Ovetta possesses firsthand experience working on these issues as they sprout up. We look at who should be on a team designing an AI UX, exploring the risks associated with GenAI, ethics, and need to be thinking about going forward.

• (1:48) Ovetta's background and what she brings to Google’s Core ML group

• “If artificial intelligence is just another technology, why would we build entire policies and frameworks around it? The reason why we do that is because we realize there are some real thorny ethical issues [surrounding AI]. Who owns that data? Where does it come from? Data is created by people, and all people create data. That’s why companies have strong legal, compliance, and regulatory policies around [AI], how it’s built, and how it engages with people. Think about having a toddler and then training the toddler on everything in the Library of Congress and on the internet. Do you release that toddler into the world without guardrails? Probably not.” - Ovetta Sampson (10:03)

Sometimes DIY UI/UX design only gets you so far—and you know it’s time for outside help. One thing prospects from SAAS analytics and data-related product companies often ask me is how things are like in the other guy/gal’s backyard. They want to compare their situation to others like them. So, today, I want to share some of the common “themes” I see that usually are the root causes of what leads to a phone call with me. 

By the time I am on the phone with most prospects who already have a product in market, they’re usually either having significant problems with 1 or more of the following: sales friction (product value is opaque); low adoption/renewal worries (user apathy), customer complaints about UI/UX being hard to use; velocity (team is doing tons of work, but leader isn’t seeing progress)—and the like. 

I’m hoping today’s episode will explain some of the root causes that may lead to these issues — so you can avoid them in your data product building work!  

• (10:47) Design != "front-end development" or analyst work

• The challenge is often not knowing what you don’t know about a project. We often end up focusing on building the tech [and rushing it out] so we can get some feedback on it… but product is not about getting it out there so we can get feedback. The goal of doing product well is to produce value, benefits, or outcomes. Learning is important, but that’s not what the objective is. The objective is benefits creation. (5:47)

In today’s episode, I’m joined by John Felushko, a product manager at LabStats who impressed me after we recently had a 1x1 call together. John and his team have developed a successful product that helps universities track and optimize their software and hardware usage so schools make smart investments. However, John also shares how culture and value are very tied together—and why their product isn’t a fit for every school, and every country. John shares how important  customer relationships are , how his team designs great analytics user experiences, how they do user research, and what he learned making high-end winter sports products that’s relevant to leading a SAAS analytics product. Combined with John’s background in history and the political economy of finance, John paints some very colorful stories about what they’re getting right—and how they’ve course corrected over the years at LabStats. 

Highlights/ Skip to:

• (0:46) What is the LabStats product 

• “The product process is [essentially] really nothing more than the scientific method applied to business. Every product is an experiment - it has a hypothesis about a problem it solves. At LabStats [we have a process] where we go out and clearly articulate the problem. We clearly identify who the customers are, and who are [people at other colleges] having that problem. Incrementally and as inexpensively as possible, [we] test our solutions against those specific customers. The success rate [of testing solutions by cross-referencing with other customers] has been extremely high.” - John Felushko (6:46)

In today’s episode, I’m going to perhaps work myself out of some consulting engagements, but hey, that’s ok! True consulting is about service—not PPT decks with strategies and tiers of people attached to rate cards. Specifically today, I decided to reframe a topic and approach it from the opposite/negative side. So, instead of telling you when the right time is to get UX design help for your enterprise SAAS analytics or AI product(s), today I’m going to tell you when you should NOT get help! 

Reframing this was really fun and made me think a lot as I recorded the episode. Some of these reasons aren’t necessarily representative of what I believe, but rather what I’ve heard from clients and prospects over 25 years—what they believe. For each of these, I’m also giving a counterargument, so hopefully, you get both sides of the coin. 

Finally, analytical thinkers, especially data product managers it seems, often want to quantify all forms of value they produce in hard monetary units—and so in this episode, I’m also going to talk about other forms of value that products can create that are worth paying for—and how mushy things like “feelings” might just come into play ;-)  Ready?

• (1:52) Going for short, easy wins

• “It is true that most impactful design often creates more product and engineering work because humans are messy. While there sometimes are these magic, small GUI-type changes that have big impact downstream, the big picture value of UX can be lost if you’re simply assigning low-level GUI improvement tasks and hoping to see a big product win. It always comes back to the game you’re playing inside your team: are you working to produce UX and business outcomes or shipping outputs on time? ” (3:18)

• “Let’s think about value in non-financial terms. Terms like feelings. We buy insurance all the time. We’re spending money on something that most likely will have zero economic value this year because we’re actually trying not to have to file claims. Yet this industry does very well because the feeling of security matters. That feeling is worth something to a lot of people. The value of feeling secure is something greater than whatever the cost of the insurance plan. If your solution can build feelings of confidence and security, what is that worth? Does “hard to measure precisely” necessarily mean “low value?”  (47:26)

Due to a technical glitch that ended up unpublishing this episode right after it originally was released, Episode 151 is a replay of my conversation with Zalak Trivdei from this past March . Please enjoy our chat if you missed it the first time around!

Thanks,

Brian

Original Episode: https://designingforanalytics.com/resources/episodes/139-monetizing-saas-analytics-and-the-challenges-of-designing-a-successful-embedded-bi-product-promoted-episode/ 

Sigma Computing: https://sigmacomputing.com

Email: [email protected] 

LinkedIn: https://www.linkedin.com/in/trivedizalak/

Sigma Computing Embedded: https://sigmacomputing.com/embedded

About Promoted Episodes on Experiencing Data: https://designingforanalytics.com/promoted

“Last week was a great year in GenAI,” jokes Mark Ramsey—and it’s a great philosophy to have as LLM tools especially continue to evolve at such a rapid rate. This week, you’ll get to hear my fun and insightful chat with Mark from Ramsey International about the world of large language models (LLMs) and how we make useful UXs out of them in the enterprise. 

Mark shared some fascinating insights about using a company’s website information (data) as a place to pilot a LLM project, avoiding privacy landmines, and how re-ranking of models leads to better LLM response accuracy. We also talked about the importance of real human testing to ensure LLM chatbots and AI tools truly delight users. From amusing anecdotes about the spinning beach ball on macOS to envisioning a future where AI-driven chat interfaces outshine traditional BI tools, this episode is packed with forward-looking ideas and a touch of humor.

• (0:50) Why is the world of GenAI evolving so fast?

• “With [GenAI], we have a solution that we’ve built to try to help organizations, and build workflows. We have a workflow that we can run and ask the same question [to a variety of GenAI models] and see how similar the answers are. Depending on the complexity of the question, you can see a lot of variability between the models… [and] we can also run the same question against the different versions of the model and see how it’s improved. Folks want a human-like experience interacting with these models.. [and] if the model can start responding in just a few seconds, that gives you much more of a conversational type of experience.” - Mark Ramsey (2:38)

• “We’ve all had great experience with customer service, and we’ve all had situations where the customer service was quite poor, and we’re going to have that same thing as we begin to [release more] chatbots. We need to make sure we try to alleviate having those bad experiences, and have an exit. If someone is running into a situation where they’d rather talk to a live person, have that ability to route them to someone else. That’s why the robustness of the model is extremely important in the implementation… and right now, organizations like OpenAI and Anthropic are significantly better at that [human-like] experience.” - Mark Ramsey (23:46)

• Mark on LinkedIn

Guess what? Data science and AI initiatives are still failing here in 2024—despite widespread awareness. Is that news? Candidly, you’ll hear me share with Evan Shellshear—author of the new book Why Data Science Projects Fail: The Harsh Realities of Implementing AI and Analytics—about how much I actually didn’t want to talk about this story originally on my podcast—because it’s not news! However, what is news is what the data says behind Evan’s findings—and guess what? It’s not the technology.

In our chat, Evan shares why he wanted to leverage a human approach to understand the root cause of multiple organizations’ failures and how this approach highlighted the disconnect between data scientists and decision-makers. He explains the human factors at play, such as poor problem surfacing and organizational culture challenges—and how these human-centered design skills are rarely taught or offered to data scientists. The conversation delves into why these failures are more prevalent in data science compared to other fields, attributing it to the complexity and scale of data-related problems. We also discuss how analytically mature companies can mitigate these issues through strategic approaches and stakeholder buy-in. Join us as we delve into these critical insights for improving data science project outcomes.

• (4:45) Why are data science projects still failing?

• “People know this stuff. It’s not news anymore. And so, the reason why we needed this was really to dig in. And exactly like you did, like, keeping that list of articles is brilliant, and knowing what’s causing the failures and what’s leading to these issues still arising is really important. But at some point, we need to approach this in a scientific fashion, and we need to unpack this, and we need to really delve into the details beyond just the headlines and the articles themselves. And start collating and analyzing this to properly figure out what’s going wrong, and what do we need to do about it to fix it once and for all so you can stop your endless collection, and the AI Incident Database that now has over 3500 entries. It can hang its hat and say, ‘I’ve done my job. It’s time to move on. We’re not failing as we used to.’” - Evan Shellshear (3:01)

• “Nothing else could be correct, right? This subjective intuition and all this stuff, it’s never going to be as good as the data. And so, what happens is, is you, often as a data scientist—and I’ve been subjected to this myself—come in with this arrogance, this kind of data-driven arrogance, right? And it’s not a good thing. It puts up barriers, it creates issues, it separates you from the people.” - Evan Shellshear (27:38)

• Why Data Science Projects Fail: The Harsh Realities of Implementing AI and Analytics, without the Hype: https://www.routledge.com/Why-Data-Science-Projects-Fail-the-Harsh-Realities-of-Implementing-AI-and-Analytics-without-the-Hype/Gray-Shellshear/p/book/9781032660301 

• Get 20% off at Routledge.com w/ code dspf20  

Ready for more ideas about UX for AI and LLM applications in enterprise environments? In part 2 of my topic on UX considerations for LLMs, I explore how an LLM might be used for a fictitious use case at an insurance company—specifically, to help internal tools teams to get rapid access to primary qualitative user research. (Yes, it’s a little “meta”, and I’m also trying to nudge you with this hypothetical example—no secret!) ;-) My goal with these episodes is to share questions you might want to ask yourself such that any use of an LLM is actually contributing to a positive UX outcome  Join me as I cover the implications for design, the importance of foundational data quality, the balance between creative inspiration and factual accuracy, and the never-ending discussion of how we might handle hallucinations and errors posing as “facts”—all with a UX angle. At the end, I also share a personal story where I used an LLM to help me do some shopping for my favorite product: TRIP INSURANCE! (NOT!) 

• (1:05) I introduce a hypothetical  internal LLM tool and what the goal of the tool is for the team who would use it 

• “If we accept that the goal of most product and user experience research is to accelerate the production of quality services, products, and experiences, the question is whether or not using an LLM for these types of questions is moving the needle in that direction at all. And secondly, are the potential downsides like hallucinations and occasional fabricated findings, is that all worth it? So, this is a design for AI problem.” - Brian T. O’Neill (8:09)

• “When we think about fact retrieval use cases in particular, how easily can product teams—internal or otherwise—and end-users understand the confidence of responses? When responses are wrong, how easily, if at all, can users and product teams update the model’s responses? Errors in large language models may be a significant design consideration when we design probabilistic solutions, and we no longer control what exactly our products and software are going to show to users. If bad UX can include leading people down the wrong path unknowingly, then AI is kind of like the team on the other side of the tug of war that we’re playing.” - Brian T. O’Neill (11:22)

• “If there was ever a time to do some new visioning work, I think now is one of those times. However, we need highly skilled design leaders to help facilitate this in order for this to be effective. Part of that skill is knowing who to include in exercises like this, and my perspective, one of those people, for sure, should be somebody who understands the data science side as well, not just the engineering perspective. And as I posited in my seminar that I teach, the AI and analytical data product teams probably need a fourth member. It’s a quartet and not a trio. And that quartet includes a data expert, as well as that engineering lead.” - Brian T. O’Neill (14:38)

• Perplexity.ai: https://perplexity.ai 

Let’s talk about design for AI (which more and more, I’m agreeing means GenAI to those outside the data space). The hype around GenAI and LLMs—particularly as it relates to dropping these in as features into a software application or product—seems to me, at this time, to largely be driven by FOMO rather than real value. In this “part 1” episode, I look at the importance of solid user experience design and outcome-oriented thinking when deploying LLMs into enterprise products. Challenges with immature AI UIs, the role of context, the constant game of understanding what accuracy means (and how much this matters), and the potential impact on human workers are also examined. Through a hypothetical scenario, I illustrate the complexities of using LLMs in practical applications, stressing the need for careful consideration of benchmarks and the acceptance of GenAI's risks. 

I also want to note that LLMs are a very immature space in terms of UI/UX design—even if the foundation models continue to mature at a rapid pace. As such, this episode is more about the questions and mindset I would be considering when integrating LLMs into enterprise software more than a suggestion of “best practices.” 

Highlights/ Skip to:

• (1:15) Currently, many LLM feature  initiatives seem to mostly driven by FOMO 

Quotes from Today’s Episode

• “While many product teams continue to race to deploy some sort of GenAI and especially LLMs into their products—particularly this is in the tech sector for commercial software companies—the general sense I’m getting is that this is still more about FOMO than anything else.” - Brian T. O’Neill (2:07)

• “So, challenges with LLM UIs and UXs, right, user interfaces and experiences, the most obvious challenge to me right now with large language model interfaces is that while we’ve given users tremendous flexibility in the form of a Google search-like interface, we’ve also in many cases, limited the UX of these interactions to a text conversation with a machine. We’re back to the CLI in some ways.” - Brian T. O’Neill (5:14)

• “So, there’s no right or wrong answer here. These are all range questions, and they’re leadership questions, and context really matters. They are important to ask, particularly when we have this risk of reacting to incorrect information that looks plausible and believable because of how these LLMs tend to respond to us with a positive sheen much of the time.” - Brian T. O’Neill (19:00)

• View Part 1 of my article on UI/UX design considerations for LLMs in enterprise applications:  https://designingforanalytics.com/resources/ui-ux-design-for-enterprise-llms-use-cases-and-considerations-for-data-and-product-leaders-in-2024-part-1/