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A practitioner’s view of ‘jobs to be done’ theory

Many people are now familiar with the ‘Jobs to be Done’ or JTBD theory of innovation and it is becoming a prominent model that is deployed in successful businesses, big and small, as they look to grow through innovation.

Stated simply, the JTBD theory is grounded on the understanding that people ‘hire’ products to enable them to get a job or jobs done. The jobs, or goals, can be functional, emotional, or social in nature. New innovation opportunities are based on discovering and addressing the jobs people are struggling to get done. The JTBD theory allows for an inherently solution-agnostic approach to insights capture for innovation through a job-based frame of the problem. Instead of focusing on existing products and services; instantly time-stamping and limiting insight, JTBD defines time-stable innovation measures of unmet need and unshackles creative teams from existing technologies and platforms when considering how to address that valuable, newly uncovered opportunity.

Simple enough in its conception, confusion with JTBD can arise with specifics of the language used in its practice and you could be excused for thinking that an explanation somebody has provided on how they will “do” JTBD for you does not match your own understanding of how it is applied.

The confusion arises because there are a number of different JTBD schools of thought. Whilst each of them is grounded on the same simple premise outlined above, we would argue that each teaches a practice that harbours particular strengths well-suited to addressing different business growth challenges – from the near-term new product development to the long-term strategic direction-setting and within the three-dimensional functional, emotional, social needs space occupied variously by healthcare, consumer and industrial markets.

Here we briefly introduce the three most prominent forms of JTBD practice as a means of demystifying the language and comparing their application strengths.

Jobs and forces (the Switch approach)

Established by Bob Moesta of The Rewired Group, the Switch approach to JTBD focuses on the reasons why people fire and hire products and services. It strives to understand the moment of ‘switching’ and the (im)balance of forces that ultimately compels someone to make a purchase. The switch happens when combined forces of the switch enablers – problems with the existing solution (the push) and the benefits of the new solution (the pull) – overcome the switch blockers – the worries about the new solution (anxiety) and existing habits and switching costs (inertia).

In practice, Switch is applied by dissecting the purchasing timeline from the moment of the very first thought of switching through passive looking (for a new solution), active looking, deciding on a solution, to buying; to uncover the pushes, the pulls, the anxieties and the habits. Very quickly, emotional jobs that augment the assumed functional job begin to materialise providing new insight into the real struggles that customers face.

Jobs, pains and gains

Developed by Alex Osterwalder at Strategyzer, the Value Proposition Canvas provides a framework that enables businesses to develop and implement value propositions by identifying the jobs that customers are trying to get done, the negative pains they experience when doing so and the positive gains that they desire from product and service solutions; providing a focused customer profile to design for.

Jobs and outcomes

Pioneered by Tony Ulwick at Strategyn, and productised by their Outcome-Driven Innovation method, jobs and outcomes approaches break a job down into the many metrics (outcomes) that customers use to define job success (how well they are able to get a job done).

By identifying which outcomes on a job are most important and least-well satisfied, companies are able to uncover detailed descriptors of innovation opportunity ripe for product or service development.

At a higher level, applying the same principles within a broad market space allows companies to uncover the most important and poorly satisfied jobs; helping to answer the more strategic question of ‘where to play’?

Then there is…

The CDP way

Well actually, at CDP we don’t have a way of “doing Jobs to be Done” we have many! We like to practice what we preach by first listening to our customers – our clients – at the earliest stage of engagement to discover their jobs to be done. We will then devise an insight for innovation enquiry that selects the most appropriate JTBD approach; even merging them where required, to develop a front-end innovation solution that best meets our client’s needs.

We find that using outcomes as the unit of research analysis provides the precision required to translate insight directly into requirement specifications. This approach is particularly powerful when dealing with highly functional jobs to be done; as often seen in healthcare and medical device development. It can define, with precision, what your next product should be. On the other hand, considering firing and hiring forces using the Switch method can wrap a layer of emotional insight around the functional and rational dimension; ripe for product and experience innovation in consumer-focused markets. Whilst defined jobs, pains and gains provide targeted creativity input to conceptualise new products and services with specific pain-relieving and gain-creating features.

There are also occasions when JTBD isn’t even the most appropriate theory or tool at all. Just as we wouldn’t use a sledgehammer to crack a nut, nor would we use one to tighten a screw and so we will draw upon other research tools as demanded by the goals and scope of the research enquiry. These include stakeholder co-creation, expert interviews, global trends mapping and client research synthesis.

In short, we believe that there is no one template or blue-print for front-end innovation success. Our insight for innovation team can pool decades of aggregated innovation experience applying JTBD theory in its many guises and other research tools, across multiple market sectors; to match front-end solutions to business challenges on a case-by-case basis.

As end-to-end innovation partners, we progress from insight to concept to product, applying our Potential Realised innovation process from opportunity definition to product realisation. We are as invested in ensuring that insight is appropriate to our clients’ needs and relevant to their market as they are.

So, you may know of innovation research as jobs, push, pull, anxiety, habits, pains, gains or outcomes… whatever your innovation language, rest assured that, at CDP, we have people who speak it!

The risks and opportunities of the circular economy
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China – opening the door to success

Many still hold the outdated belief that China’s expertise lies solely in manufacturing, and the ability to copy other people’s innovations. On a recent trip to China, I saw how this couldn’t be more wrong. China is poised for success – it has all the pieces in place, the manpower under its belt and, with the right partners, could outpace growth everywhere else in the world.

I had the chance to attend the Mobile World Congress Shanghai which showcased China’s rapidly growing strength in fields ranging from artificial intelligence to 5G to drones and evidenced the country’s lead on many cutting-edge technologies that are set to have a huge impact in the 21st century. China is now home to some of the world’s largest companies that are not just limited to the domestic market but have become established global brands, with corporations such as Huawei, Xiaomi, Alibaba and DJI all fetching valuations exceeding $10bn. Witnessing the sheer scale and speed of the country’s development during trips to China over the past few years, it’s clear this is just the beginning.

As part of our trip to Shanghai representing CDP, we took part in the inauguration of the Shanghai International Energy Innovation Centre (SIEIC), created by SHEnergy Group – one of the world’s biggest suppliers of electricity and gas. It has partnered with UK-based accelerator BGTA and used the launch to release a report that forms the basis of the centre’s strategy, studying effective open innovation culture and focusing on CDP and the Cambridge ecosystem as a proven centre of success. During the week, CDP consumer insight and innovation leader Cesar Lastra and I ran a training workshop for SHEnergy executives on the importance of open innovation for large corporates and took part judging a start-up competition – on both occasions having the opportunity to talk about how CDP can support Chinese businesses in developing a successful innovation strategy.

Open innovation has seen a large uptake in China but why are corporates there now increasingly focusing on this model? Although the market audience of 1.4bn people is huge, competition is equally vast. Many highly successful Western companies have failed in China, such as eBay, Amazon – and  Uber, which spent $2bn trying to compete with rival private Chinese ride-sharing firms before selling to competitor Didi. A major contributor to getting ahead in this highly competitive environment lies in open innovation – the practice of innovating through the use of external ideas to fast track your progress. Anyone who assumes this means simple ‘copying’ of ideas from the West seriously underestimates the capability of this superpower.

Huawei, for example, is now considered a world leader in the field of smartphones, having outpaced Apple’s global phone sales in 2017. A huge factor responsible for its success has been its open innovation system – a network that connects Huawei engineers with high-profile university academics to help them rapidly solve tough technical challenges. Another exemplary case that can be seen all over China is WeChat, China’s mobile messaging app that puts WhatsApp to shame. Its open strategy of partnering with third-party developers and giving them access to the platform to enhance functionality has made it one of the most-used apps in the world, with more than 1bn active users. What started as a messaging app has become more of an ecosystem that people use to navigate their daily lives – used for social media sharing, payments and a whole suite of other services.

A recent global survey by CB Insights on corporate strategy found that key failure in effective corporate innovation occurs through having a closed attitude towards innovation, trying to build alone as well as having no formal innovation process, which in turn greatly increases the time it takes to develop new products. Many successful Chinese corporations are realising this and are increasingly seeing the value in technology collaboration to remain ahead of the curve. One only needs to look at the pace of the country’s progress to see that they are doing something very right.

It’s clear that open innovation is bringing great success in China and is a successful model that can be followed worldwide. This is what we do every day to help many of the world’s top brands develop market-focused technology and deliver highly innovative products to market.