How design thinking drives growth for the Fortune 100

This episode is a discussion with Stephen Gates – Head Design Evangelist at Invision, Host of The Crazy One podcast, international keynote speaker and a leading authority in Human Centred Design, where we talk about how design thinking can drive business growth.

LINKS

You’re listening to The Growth Manifesto Podcast, a Zoom video series brought to you by Webprofits – a digital growth consultancy that helps global and national businesses attract, acquire, and retain customers through digital marketing.

Hosted by Alex Cleanthous.

SHOW NOTES

  • 00:00:53 Stephen’s introduction to the Growth Manifesto Podcast.
  • 00:01:53 Stephen talks about impostor syndrome, how he defines creativity vs. design, and how he believes everyone is creative
  • 00:05:00 Stephen explains his crazy approach to design, creativity, and business
  • 00:08:16 What Stephen means by a “human-centered” approach to doing business and how he figures out what customers want
  • 00:11:48 According to Stephen, great design is a visual representation of great thinking and collaboration is where the magic of creativity happens
  • 00:15:10 Stephen talks about the Design Maturity of a company
  • 00:19:25 Why you should invest in trusting and empowering your people to be creative
  • 00:21:55 Stephen talks about his design methodology
  • 00:23:38 What exactly does a Head Design Evangelist do?
  • 00:25:15 Why Stephen thinks 100% of the Fortune 100 companies are on the InVision app?
  • 00:28:54 Stephen discusses InVision’s expansion as a product
  • 00:30:02 What’s an example where companies use the InVision app to push out products faster?
  • 00:31:55 What led to InVision gaining over 2 million new customers in the last 6 months?
  • 00:32:52 Stephen talks about InVision’s teams being 100% remote ever since they started to now having 700 to 800 people working remotely
  • 00:36:35 What are some good approaches to onboarding remotely?
  • 00:38:18 How do you lead a team remotely?
  • 00:41:34 How do you build high performance teams remotely?
  • 00:45:24 How do you build transparency among your teams while you’re working remotely?
  • 00:46:48 What’s your approach that led you to win over 150 major design awards?
  • 00:49:43 Quickfire questions with Stephen
  • 00:55:42 Where would you like the listeners to go or what would you like them to do after this episode?
  • 00:56:43 Stephen’s goal with The Crazy One Podcast

TRANSCRIPT

Stephen Gates

If you start 100% remote, that is vastly different than we’re all used to being in an office, and now we’ve been forced into being remote. I think that for me, the areas that I will often start with are probably not the traditional areas that people would think because I can see two different teams. They have the same tools, the same processes. They hire the same people. One is wildly successful; the other one’s a low-grade dumpster fire. For me, it’s that ability to look at issues around trust, issues around communication, issues around how are people empowered? How are we taking on these cultural barriers that exist inside of every company? How are we bringing transparency to that? Because I think in many cases, that’s often what separates the higher-performing teams from the rest is their ability to be transparent, to trust each other, and to really be there not only for themselves but other people as well.

Alex Cleanthous:

All right. Today, we’re talking with Stephen Gates, who is the Head Design Evangelist at InVision, host of The Crazy One podcast, keynote speaker, Human-centered design leader. He’s been leading in house teams and agency teams. He’s built multiple Fortune 100 brands, and he’s worked with some of the world’s most innovative companies like Apple, like Google, like Knight, like Airbnb, like Amazon. He’s won more awards than I can actually say. He’s won over 150 awards. He’s been featured in hundreds of publications around the world. I’m prepared to create a pretty good intro; this was a really hot intro. You’ve done a lot, a lot, a lot of stuff. But before we get into that, everyone, please just subscribe so that you get the latest episodes as soon as they’re released. But, Stephen, welcome, welcome.

Stephen Gates

Thanks for having me. I think if it makes you feel any better, I still look at my portfolio and see all the mistakes and feel like I have just as much imposter syndrome as everybody else. I’ve been lucky to do some cool stuff throughout my career.

Alex Cleanthous:

Yeah, and that imposter syndrome, because I just had Seth Godin on the podcast. He said that is a key part of being creative. You cannot be creative without having that imposter syndrome. There’s something connected with that. I figured, let’s start with creativity and design. How do you define creativity, and how do you define design?

Stephen Gates

It’s a great question—this is something I talk about a lot. Because for me, great design is a visual expression of great thinking. I think that as you look at a lot of the career coaching I do, a lot of the teams I work with, even in my own career, a lot of it has been based in creativity, which means the ability to have ideas—to solve problems in a different way; to be able to go through and to do some of those things about how do we think and approach things.

Design then being whatever form and shape that takes, whether it’s an app, a video, sort of whatever that is. In many cases, as you look at teams, as you look at careers, the ones who are able to base that in creativity and be able to do something new, who can wrangle that imposter syndrome that every single person has, and Seth is completely right. I think that’s where you’re going to find value. Whatever people think is success or sort of whatever that is. Design is often, like I said, is the ability. It’s important, but it often is valued and looked at differently.

Alex Cleanthous:

Yeah, the creative side of it is like the Mad Man. It’s like, “Hmm, this is the idea.” And then the design is all the people that have to make that idea just look good. Is that a good way to explain, or is that a bad way to explain it? And feel free to correct me if I’m wrong.

Stephen Gates

For me, Mad Man’s always sort of a bit of a caricature, sort of creativity. I think it’s a reference; a lot of people use it. Here’s the thing that I would say is that I think everybody, everybody—I don’t care who you are—is a creative. That’s one of the things that I love is that I work with companies like Fisher-Price. If you go in and talk to a roomful of kindergarteners, everybody’s a painter; everybody’s a singer; everybody’s a superhero. They are very free in that creativity. And it’s only through time, education, our careers, society that those of us who sort of do this for a living are the kids that survived. I think that in many cases, everybody is creative, just a lot of us forgot.

Design is that execution that does take a skill set. There’s usually a fairly high wall to be able to get into it. That’s been my long-standing joke. If you ever want to scale design, if you want to have to be a bigger part of your company, don’t ever use the word design. Because I think a lot of people feel alienated by it. I always do an icebreaker; it’s a simple thing to see in people. I have everybody turn to the person next to them and spend two minutes sketching them. The first word that everybody says after they do that is I’m sorry. And again, that’s not what this is.

Alex Cleanthous:

Yeah, sure. You mentioned the word crazy a lot. You’ve got The Crazy One podcast. In your approach to design, you mention the word crazy. What do you mean by crazy when you talk about design and creativity?

Stephen Gates

For me, the podcasts that I’ve had of The Crazy One over the last four and a half years has really been an outshoot of my own career and what I see in a lot of other people, that I think for too many of us, we seem to feel like there’s this invisible script, or there’s a right way to do this. There’s a right way to create; there’s a right way to have this career, there’s a certain set of steps you’re supposed to take. My thing is, for creatives, the way that we are, the way that we have a career, the way that we work never looks like anybody else. I think we all tend to sit in this perpetual state of feeling like we don’t measure up, feeling like we aren’t doing it the right way, feeling like these sort of things.

Crazy to me was a way to be able to claim and see that difference and that uniqueness as power, not as a weakness. Because as a creative, your unique perspective, your unique experience, and skills, that’s what makes you great. That’s what sets you apart from everybody else. But I think for too many people, they see that as “Oh, I’m not like everybody else, so I’m not doing it right.” I think that’s what for me is it’s been just trying to embrace that mentality because I think for most creatives, that’s what their biggest struggle is, just making peace with themselves.

Alex Cleanthous:

I get it. But then how does that now start to fit into business? Because I know that you talk about design and its influence on business. And then you’ve got this crazy approach. Maybe let’s start with, how do you believe that design influences business?

Stephen Gates

I’ll say for that, for me, there’s a difference between crazy and stupid. For me, I think crazy is…

Alex Cleanthous:

It’s good to clarify.

Stephen Gates

…yeah, right. Crazy is data-informed, crazy is thoughtful, crazy is not abandoned and reckless. I think, though, that for me, in many cases… And again, as we go back to the word that we use, I think that design often struggles to have an impact on business whenever design is just being seen as execution. I think creativity can have one of the most profound impacts on businesses that are out there right now. I think for a lot of teams as they talk about collaboration, teamwork, innovation, agile, whatever that is, in many cases, that is a hunt for creativity and, again, reminding people how they do it. For me, I think it’s an outcome and an approach.

That’s the thing that I’ve seen over the course of my career is going into companies and be able to remind people of that. We would ship seven times more product in the first year than we did the past seven years. Like at Citi, we won digital bank of the year within 18 months of taking that approach. I can tell you the teams that are high in a creative IQ; they can ship product about four times faster, five times cheaper. Their companies are worth about 26 times more. It’s not voodoo; it’s just a more human-centered approach to doing things. In often cases requires a recalibration around collaboration and how do we work with our customers.

Alex Cleanthous:

What do you mean by human-centered?

Stephen Gates

What I mean by human-centered is it’s interesting because I think for a lot of companies, what kills their creativity, what kills their business is, in many cases, there is an internal war over who’s right. Is design, right? Is technology, right? Is engineering, right? Are executives, right? Who’s right? When at the end of the day, your customer doesn’t give a damn about any of that. I think that for me, what it really is, is it’s a recalibration to remember that we are designing for people that have needs. That too many times whenever we convince ourselves that this is what a customer wants without actually talking to them, this is why we launch stuff that people don’t want, and we don’t get the business impact.

There are few too many companies who I work with; when they ask me what their superpower is, my answer is their ability to rationalize mediocrity. They talk themselves into why their customers want this stuff without actually working with them. For me, it’s human-centered in that there are real people. The real people in the way that we work, come together, trust each other and work internally but then also how do we work with our customers?

Alex Cleanthous:

How do you figure out what the customers want?

Stephen Gates

You go talk to them. I think for me…

Alex Cleanthous:

How do you talk to them?

Stephen Gates

For me, that’s always been a huge part of my work is trying to break my ideas. I don’t want to go do research to validate what I think; I want to go do research to see if what I’m doing actually works. Now, who I talk to probably tends to be a little bit different because I believe in… I want to talk to amateurs and professionals. I think there’s this myth that I want to go talk to the average consumer. The average consumer to me yields average insights. I want to go talk to beginners, somebody who has never done what I’m designing for because there’s a lot of truth and how naive they are. And then I’m going to talk to professionals. I’m going to talk to somebody who does this all the time. If I’m designing a chef’s knife, I want to talk to somebody who’s never cooked and a professional chef, because on the one end, that naiveness is going to give me insights, and then the professional is going to do that. Again, I think trying to take your ideas to those extremes yields much better results.

Alex Cleanthous:

Do you have the idea first, and then you’re going out to clarify or to confirm? Or do you go out without any idea and try to identify it through the discussions?

Stephen Gates

My approach has always been a traditional design thinking, design sprint, whatever the methodology is. If I want to go out and just find out what are the facts. For me, whenever I worked in Starwood Hotels, instead of staying in corporate housing, I lived in a hotel for 364 days. I wanted to live in and actually see what was going on. Out of that, you find the insight. The unmet need. What’s that thing that people want? Maybe they know it, maybe they don’t. Then let’s go have a bunch of ideas and then let’s go test those. I think whatever you say here is the one idea; you tend to look for validation, as opposed to, again, opportunity.

Alex Cleanthous:

How many ideas would you say, is a good place to start to test?

Stephen Gates

For me, it’s that depending on what it is, two to four at the most. Because anything over three or four is you’re just shotgunning and hoping. I think, again, if I’ve done the facts and done some insights, I should be able to narrow it down to something a little bit smaller. But for me, that’s what I’m looking for is to be able to say, “Okay, look. Is the insight, right? And if the insight’s right, then how do we start to do the execution? If the execution’s right, then how do I start to do the design?” It’s a rolling, iterative process, where that way, I’m sure at each step I’m validating what I’m doing, and I’m building on it.

Alex Cleanthous:

When you talk about design, you’re not just talking about… Sorry to say this, because I’m not a designer, I’m probably not going to be using the right words about the Photoshop part. About the part where it’s just the visual. That’s almost the last part which comes together. It’s that first part. It’s that product design.

Stephen Gates

100%. That to me is design as an executional piece, which is we’ve done all this work, we’ve done all this thinking, and we just give it shape and form. Because for me, that’s why I said, great design is a visual expression of great thinking. If I haven’t done the work, if I haven’t done the thinking, it doesn’t matter how pretty it is, it’s not going to have an impact. For me, it really is doing all the work that leads up to… I think that’s the problem—is that everybody likes the outcome. That’s what everybody wants to go for. It’s like, “What does it look like?” I think in many cases, as the more modern and creative, your job in many cases, I think is just trying to keep people open to possibility.

Alex Cleanthous:

You’ve got product strategy, and you also have then the UX, and then you have the design. Are they the three parts or are there additional parts in that process?

Stephen Gates

In many cases, for me, this is when visual design has become product design. That it used to be like you said, we would just come together, we design something we like, and we put it out there. For me now in an organization, it’s working with the engineering team, it’s working with product, it’s working with executives, it’s working with research and strategy, it’s with… And these are all making, quote-unquote, design decisions. I think in many cases, each one can’t function on its own because that’s the thing, design without engineering is an art gallery and engineering without design is a parking lot. We need each other to be able to do these things. That’s where for me a lot of that collaboration and teamwork… But for me, it also very much is that… Design is no longer a department. I think also for me, it’s talking about it more as creativity and how do we all come together to be a part of that and solve it? That’s where the magic happens.

Alex Cleanthous:

That’s interesting because it seems like you would be treading on a lot of toes. I can see you’d come in as head of design. And now all of a sudden, messing with product, messing with marketing, you messing with sales. You just check with strategy; you’re just now having to influence a lot of departments around you.

Stephen Gates

I think as certain people is that I’m into good trouble. But I think for me, what I’m trying to do is I’m just trying to find the source of truth. I think for a lot of the teams that I coach, for a lot of the teams that I’ve led, it’s just about great, “Let’s take those requirements. Let’s take that product strategy. Let’s do those things and let’s actually see if that’s what people want.” Because to me, that reality is going to happen at some point, and all I want to do is facilitate the conversation and see how do we come to the best idea, the best insight. For me, like I said, this is not about who’s right but how do we actually have real conversations and find some source of truth in the work that we’re doing that is not based in who has the biggest title or who has the biggest org?

Alex Cleanthous:

Now we’re talking about a topic that you call the design maturity of an organization. There are some organizations that are extremely high, and there is the majority that are extremely low. Could you just explain the difference between…

Stephen Gates

Yeah, two and a half years ago when I joined InVision, it really was based out of my public speaking, out of talking to a lot of my friends and things like that. Seeing that I’d never seen more organizations that wanted creativity. They wanted design, they wanted… Probably, I would argue that we haven’t seen since the last Industrial Revolution, yet there was so much frustration. There was so much, “How do we know what to do next?” Whenever I got to InVision had worked with a number of amazing collaborators. What we said was basically, how do we determine the maturity of an organization? As we look at their creativity and design, what are the different dimensions that we could use to decide which are the ones that are doing really well, and which are the ones that struggle?

The initial model, we came up with 12 different dimensions that we look at. Out of that we can look at, where does an organisation sit on a five-tiered scale, of one is often to what you said, teams are just sort of told to make it pretty. Or again, everybody’s doing what the executive says, up into level five, which is going to be very mature, that sort of creative approach is central to the business. And this tends to be indicative of all the companies that we love. Out of that came a maturity model, and we had gone out then and done what was the world’s largest study of this, where we talked to 2200 different companies all over the world.

And, out of that, the results that we found were what we suspected, is that 83% of the world’s companies are in the middle to the bottom of that maturity curve. We have an incredible opportunity, incredible desire for innovation, yet there is something that is keeping that from happening. And how do we do that? The model helps us be able to go in, do the evaluation, and then create a roadmap about what are the things we need to work on to start moving that team or that company up that maturity curve?

Alex Cleanthous:

What are some of those things?

Stephen Gates

It’s all sorts of things. In a lot of cases, the bottom one through three, is just how do teams define success? How do they do research? Instead of just taking whatever everybody gives them and making the best of it, how do we institute process? How do we institute KPIs and metrics? How do we start to put measurement and collaboration and those sort of things in place? With some of the higher ones, then it really just becomes about, again, what is the institutional impact of executive behavior? Of working on feedback? Of looking at, how are we workshopping ideas and doing different things like that? It’s always a little bit different because you can’t take an organization of any size and say, “Okay, look. You’re one maturity level; you’re one score.” But usually, in general, we’re able to start to identify what are those things or behaviors that are going to start to be able to lay the framework for them to start to build that creative muscle and maturity.

Alex Cleanthous:

The more mature a company is in the design approach, the more sales they make, more revenue, the faster the product gets shipped. There are significant advantages?

Stephen Gates

Oh, yeah.

Alex Cleanthous:

It’s a change of thinking?

Stephen Gates

I think because that’s the thing that we’ve definitely seen. Because in many cases, we’ll get people who are like, “Hey, what’s the impact of design? How do we quantify what that is?” It’s sort of what we’ve been talking about. It is both an approach and an outcome. An approach and how do we bring people together, and outcome into what design is. On average, what we’ve seen with this data is you look at high maturity teams versus low maturity teams, the projects that go out the door make about four times more money because they’re actually connected to what consumers want. Since there isn’t the endless back and forth, they’re able to do it about five times cheaper. That their ability to get it to market, because they’re doing that and they’re sure what it is they’re doing, is about six times faster. And the valuation of those companies on average is about 26 times higher, because of, again, if I can do it, if I make more money and do it more cheaply and do it faster, the valuation tends to then follow that.

Alex Cleanthous:

If the leadership of a company is into this process, that’s where the best results are going to come through. It’s better having a top-down approach than having the bottom up.

Stephen Gates

For most of the time when we see the most success, there is an executive sponsor, godfather, godmother, somebody who’s going to be able to say, look, I’m going to give this the support, the cover fire or the whatever it is to be able to let us do some of these things to prove this value. To be able to try this out. That we’re going to get over these antiquated thinking of this is going to take longer, and it’s going to be more difficult, and we’re going to… I think that in many cases is where we see when we’re able to come in and institute that with that support, that’s where transformation works. In many cases when it’s grassroots, whenever it’s a little bit more… It concentrates a bit more on the way a company behaves as opposed to the way they think, that’s why 75% of transformation work fails… is because again, we aren’t empowering everybody in doing those sort of actions to let it really come to life.

Alex Cleanthous:

Is this why Apple is so successful? Because they started off with both engineering and the art at the same time? Steve Wozniak and Steve Jobs, or is this just a cliché example?

Stephen Gates

Yeah, I get asked to talk about that because of the work I’ve done with that. Here’s what I would say is I think the differentiator with Apple or Nike or a lot of those big companies. I think one is; there is a genuine dedication to how do we put out the best product? And to really look into and to really mean what that is. I think, organizationally, they really trust their people. They aren’t hiring different people; they aren’t doing different things. They have pushed the power down through those organizations, to empower those teams to be able to make decisions to invest in that. People all the time are like, “We want to be like Spotify.” It’s like, “That’s great, but any team in Spotify can do a test on up to a million consumers without asking anybody.” I think that investment to trusting people, to creativity and that what it is they say they do is not a tagline. If you go to Apple and you talk to people, and they talk about changing the world, that’s a genuine goal. That’s not like, “Gee, that would be nice to be able to say.”

Alex Cleanthous:

I’m just trying to get my head around it. Because the context of this whole discussion, it’s like… When you talk about product design, is that also like service design? It’s the design of what you deliver to a client for what they spend?

Stephen Gates

Yeah. For me, this is why, for a lot of the work that I’ve done, I tried to base it in a design methodology. Whether it’s design thinking or design sprints. We have the freedom and a framework. At its core, you can use design thinking or that design approach for anything. I can use it to construct an org; I can use it to design an app. One of the best moments when I was at Citi, we had scaled our design thinking practice from 0 to all 300,000 people in the firm. One of the best moments was walking into a conference room on a floor that was not mine, that was occupied by a team that wasn’t mine. In design thinking, there’s a famous statement called a How might we? that you use to launch a brainstorm. Where there on the whiteboard was written, “How might we have a great baby shower?” The value had transcended work. That’s the thing; it’s more of what is the approach that we can use to solve whatever the problem is that’s in front of us.

Alex Cleanthous:

That’s super, thank you. Thank you for explaining that. I’m learning right now. This is part of the process, part of the podcast as well. It’s good to learn.

Stephen Gates

Yeah. That’s literally why I have the oddly enigmatic title of Design Evangelist. Because I think you’re certainly not alone. I think one, on the design side, we haven’t done ourselves any favors in trying to make this accessible. But I think also again, in trying to say, “Okay, look, this is inclusive. This is this sort of thing. Hey, if we can just open up to it…” this is why my job literally exists.

Alex Cleanthous:

Let’s talk about that job. What does that job actually mean? You’re Head Design Evangelist at InVision, which has over 7 million users. Since March this year, you acquired… Before March it was at 5 million, and now it’s at 7. You acquired 2 million. We’ll get to that in a second, but what does Head Design Evangelist mean?

Stephen Gates

It sounds dangerously like something out of that HBO documentary series Silicon Valley, where it’s like, what does that mean?

Alex Cleanthous:

Which I love.

Stephen Gates

What it really is, it’s this conversation—this is what the job is. About 70 or 80% of my time is coming in as a teacher, a coach, a therapist, an interventionist to work with brands of all sizes and all maturities to help them figure out this very conversation. We say we want design. We say we want to be more creative. What does that look like? How do we actually get that done? What is the approach we should do? I think that takes a lot of different forms and how I do that, but it really is just coming in and saying that for a lot of companies, they need a third party or consultant who can come in and, I think oftentimes, say the things that might be politically suicidal, for somebody to say internally. To be able to say, “Look, this is what’s going on.” And to bring in something like the design maturity model where we can then benchmark and base this in data to have that conversation. That’s really what I do, is to come in and just to help companies figure out how to be more creative and innovative and embrace design.

Alex Cleanthous:

Okay. What’s interesting, because I was doing a little research and this one here is 100% of the Fortune 100, are on that.

Stephen Gates

Right.

Alex Cleanthous:

Why? What is it about this app that… Because that’s a pretty good stat. That would be in headlines and stuff.

Stephen Gates

Yeah, there’s a lot of CEOs that have our app on all their phones and those sort of things. I think that the reason why is, again, is you talk about what is it that those teams are doing different or higher maturity teams are doing differently. That ability where it’s not, “Let’s have an idea, let’s design it and let’s launch it.” Now it’s, “Let’s find some insights, let’s prototype a bunch of ideas, let’s see what works, let’s refine those, let’s do it some more. And we need a single central source of truth, as we do that.” Our tools range from a virtual whiteboard, which since COVID everybody loves is that ability to put up to several hundred people into a virtual whiteboard, everybody gets thrown a marker. We can all get in there and work. The ability to prototype ideas, to design, to be able to help our engineers bring that to life. That’s why I said is, I think that was what we tapped into was just that want of how do we find something we all can put in our hands and relate to and work with, and to make that creative process accessible to everybody.

Alex Cleanthous:

So InVision’s—forgive me for the wrong example—it’s like Google Docs, but for design? Where you can collaborate, in a document. You can collaborate through the design processes. Is that…I’m trying to make…

Stephen Gates

You’re headed in the right direction. The tools can take a bunch of different forms. A Google doc or anything else, you can use it a lot of different ways. But it’s about how do we get to primarily cloud-based collaborative tools to help with the design process? Like a design operating system inside of a company, where we can come in and be able to say, “Great, if everybody needs to come together and do a brainstorm, here’s a whiteboard. If you want to collect a bunch of assets to do a mood board, here’s another tool for that. If you want to build a prototype or design something…” and that the ecosystem that we have is all interconnected. So that, then again, everybody can access, and it’s a single source of truth because often those tooling can get very fragmented, which can make it hard to be able to point people to one place where they can figure out what’s going on.

Alex Cleanthous:

You filled a gap, almost in this approach to design thinking and integrating that across the company. What InVision does is that it connects all of the stakeholders in a company, is that right? And it’s before you open the Photoshop software…Illustrator software…

Stephen Gates

Oh, a 100%.

Alex Cleanthous:

It’s like a thinking stage… It’s like a thinking app kind of thing for design…

Stephen Gates

Yeah, I would say to our conversation as we had sort of talked about, you need an approach and a methodology that’s going to bring people together and allow them to be able to brainstorm, that allows you to get people to the table and how to do the approach, are tools that allow that to actually come to life. If you have different teams in different places in the world, if people are just even in the same city but in different places, that ability to come together, to collaborate, to build, to prototype, to do those sorts of things, and then be able to have it in one place, makes it as a much easier communication tool because I think that’s what these companies have tapped into is that often their systems are fragmented, their teams are fragmented, and that ability to say, “Okay, great, here’s one way that we can work,” I think often, again, really provides them with something that they’ve really been wanting.

Alex Cleanthous:

Yeah, so we use InVision app, but only for one part of the process. As part of this process of actually conducting the research, I was like, “Wow, InVision does a lot more than just feedback on some designs and some other parts.” It may have started that way, a fair few years ago, but it seems to have expanded pretty quickly in the last two years in terms of features…

Stephen Gates

No, it definitely has. I think even for us, as recently as last week, Freehand which was that whiteboarding tool, I think a lot of it for us is even, you’re using these as platforms for different companies to be able to now show off how do they use the tools. We’d launched a bunch of templates—and this is everybody from American Express, to Xbox, to KPMG, to IBM—where they’re coming through, and now they’re sharing. “Hey, look, these are the templates we use. This is the way that we work.” Again, I think, that ability for them to be able to see that there’s a lot of different ways to be able to use it. Because again, I think that’s the part of any creative process is you can do it a lot of different ways, which is, I think both the strength and the challenge sometimes in tools like that.

Alex Cleanthous:

There are so many places that I want to take this conversation right now. Let’s talk about these larger companies. What’s an example of how they would be using this to push product faster?

Stephen Gates

What we see is it with a lot of the companies we work with, I think what they’re able to do is to be able to get those insights, get those ideas for whatever it is—apps, websites, whatever that is—and to be able to quickly get them into a prototype and get them in front of consumers. If you look at what’s been going on with COVID. There’s a lot of different companies where their ability to say, “Okay, look, what does curbside delivery going to look like? What does in-store pickup going to look like? What are we….” The ability to quickly get this into testing and be able to quickly see what works, and then the ability to then great, go ahead, design it, code it, launch it, that way to be able to do that, to be able to move with speed but also certainty. Because that often is the balance of, “Hey, we have this idea. But if we’re not able to prototype it and test it.” Then in many cases, we’re hoping that that’s going to work. That’s a lot of the advice we work like hope is just not a strategy.

Alex Cleanthous:

When you say test it, is that with customers? Is that through focus groups? Is that… How do you mean test it?

Stephen Gates

For a lot of teams, it means tested with customers. Now that can be online testing; there’s a lot of different portals. It can be going into the store; it can be… But I think in many cases, it is about how do we get this into the hands of real consumers to see does it work? How do they work with it? I think this is where this whole prototyping piece becomes really critical because even as a designer, you can say to this work, yes or no. If it took somebody five minutes to make it work, it didn’t really work. I think that ability to watch, how do people use it? Could we be better? Can we try different variations? And again, those ideas can come from anywhere, but that fluidity and that agile way of being able to work make a really big difference.

Alex Cleanthous:

Yeah, okay. You acquired 2 million new customers in the last six months. How? What were some of the things that happened that led to that?

Stephen Gates

One is just, the natural growth that we’ve been one of more companies really wanting to figure out how do they make design a bigger part of what it is they do. Obviously, there’s been a big push because of COVID, and things like that of into online tooling. Of how do we as we’re all separate coming together to run a brainstorm or do a workshop or design something or… Again, I think there’s a lot of those. I think we’ve seen a real compression in remote work in this style of collaboration, and that digital nomad approach to things. There’s been a real compression that’s been happening. Again, there’s been a big uptake and a big interest in the tools that we had because this was the workflow that we’ve always been building towards.

Alex Cleanthous:

Yeah, right. Let’s talk about remote work. Because you guys also won overall remote tech company of the year.

Stephen Gates

We did. It’s been interesting. As a company, we were founded in 2011. The entire company, which is—the number varies every day—somewhere around seven or eight hundred people have been 100% remote since we were founded. And it’s been…

Alex Cleanthous:

Wait, wait, wait. Seven to eight hundred people have been 100% remote since you started?

Stephen Gates

Yes.

Alex Cleanthous:

How hard is it for people to even consider right now… It’s just for the listeners, to manage ten people remotely, you got seven to eight hundred people. That’s impressive.

Stephen Gates

The last few months have been interesting because I’ve been with the company just somewhere over two and a half years. We were the first, whatever it was—a year and three quarters, two years—you’re a bit of a sideshow oddity. Where it’s sort of like, “Oh wow, that’s interesting, you guys can do that.” And then obviously, COVID hit, and everybody had to do that. It was like, “Wait, wait, wait, wait, wait. Can you come in and come talk to us about this?” It absolutely requires a different way of working, a different way of onboarding, a different way of hiring. For us and other companies, it is really proven. And again, I think a lot of other companies have been forced to see that even the most sceptical studies will show you that remote work is about 20% more efficient than being in an office. We have obviously huge teams, all of these teams have been 100% remote since we started.

Alex Cleanthous:

I’ve got a few questions there.

Stephen Gates

There always are, no worries.

Alex Cleanthous:

What’s the difference in how the team actually works? In being remote? Let’s start with that.

Stephen Gates

I think you have to be more deliberate. Because in many cases, I think this is what a lot of companies have discovered was, as they went from being in person to being fully remote, two big things really happened. I think one is in that shift, a lot of the organizational sin got exposed. Which was really the things that we could overcome by running into each other in the hallway, and issues that we…probably long-standing issues around leadership, trust, tooling, process, those sort of things came to the surface because we didn’t have the shared context of, we can smooth over those cracks by being in person. I think the other one is just that you need to deal with people and relate to them differently. A lot of it for us is really being more deliberate in how you work and simple things. Like whenever you start a meeting, you don’t jump right into business; you actually want to talk to somebody. You want to think about how do you use your tools differently with it. For us, Slack isn’t just for work. There’s a watercooler channel. If you want to talk about cars, or games, or dogs, or kids or other things like that. How do you form a community? How do we make time for each other?

Stephen Gates

Again, there’s a great little bot that we have called doughnut. Just doughnut every week randomly introduces you to a new person and sets up a virtual coffee. I think that there is a little bit of needing to be more deliberate because I think as everyone has experienced over the last few months, it is very easy to suffer in silence. It’s very easy to feel disconnected whenever you can turn on a webcam and put on a good performance for 30 or 60 minutes and feel fairly disconnected. You have to lead differently. You have to empower empathy and create different connections. But then again, you have to create more spaces for that to happen. Most of the time, for a lot of other companies, my onboarding was somebody gave me a laptop and said, “Good luck.” For us, it’s two weeks of about 50 hours of onboarding—of being able to get to know those sort of things. It’s a very different approach. I think that’s where a lot of teams are struggling as they’re carrying the in-person legacy thinking into remote.

Alex Cleanthous:

What are some of the things that with onboarding? Because obviously, you go through the whole process, you interview hundreds of people, you shortlist, you shortlist further, you do some final checks, and then someone starts. And then you screw up the onboarding, and then the whole experience is gone. And then all that work is for naught. Right?

Stephen Gates

Right.

Alex Cleanthous:

What are some good approaches to onboarding remotely?

Stephen Gates

Right. I think that for us, the first week is just how do you do this? How do you work remotely? What does that look like? How do you set up your own space? What is it that we value in the way that we work? Just very basic, regardless of what your position is, what does this look like? What are healthy habits? What are good ways of interacting? That again, you know that whenever you do this, when you start the day and the day, starts to blur a little bit. Let’s talk about that. We know that this concept of, I would wake up in the morning and have personal time and commute to an office, have work time, commute back. That tends to get put into a blender. So let’s talk about that. I think there’s just some of the basic human aspects of that.

And then the next week is okay, great. Now let’s talk about and be able to train for what does your position look like? What are the expectations of the team? How do we communicate? How do we start to have somebody where you can shadow? How do we do those sort of things, so you can start to onboard and get up to speed? Because that’s what you said, this is not a, “Hey, I’m going to go run into somebody in the lunchroom sort of thing.” So again, we need to be more deliberate in that approach.

Alex Cleanthous:

Ahhhhh…you’ve got a lot of good content in there. I’m trying to keep it concise. I’ve got so many pathways I want to take it. But let’s continue to keep it concise enough. Leading teams now remotely, is I think, a challenge for every leader these days; especially for a lot of the companies that work online, they’re all essentially… pretty much everybody I know is working from home at least 50% of the time. It’s now optional to go into an office if you have to go at all. Where’s the leader? How do you lead a team remotely? Because it’s different when they’re in the office because you can see them. It’s different. How do you do it remotely?

Stephen Gates

No. 100%. Because I think when you’re in the office, you have the benefit of seeing somebody’s body language. The way they interact. Dropping by their desk and doing things like that. We see a large variety. But I think a lot of the cases with the leaders that I work with, it’s much more around issues of trust. A lot of leaders are just inundating their teams with calendars and this fear of missing out. That ability of saying “Okay, look, let’s be clear about when do we have a meeting? How do we work asynchronously.” Even simple things about how do you communicate? Whenever I send you an email or a text or a Slack, what does that mean? If I text you, is that the Bat Phone and you need me to call you right now or do I get back to you today?

One is just doing the foundational things. But a lot of it is what I said before about empowering trust about having real conversations with the team. Some of the best practices we see of doing things like having anxiety parties. Just getting people together and saying, “Look, what are you stressed about? What is not working? How do we get real feedback on what that is?” Even if I don’t have the answer, let’s get together and let’s talk about that to be able to make sure that we’re caring for people as people. As being able to feel like there’s a connection for them. Some teams I know…

Alex Cleanthous:

Sorry…just quickly…

Stephen Gates

Yeah…

Alex Cleanthous:

It’s an anxiety party. That sounds like every party I’ve gone to.

Stephen Gates

Unintentionally, I think that’s been every meeting for the last seven or eight months has been an unintentional anxiety party.

Alex Cleanthous:

Okay…so I brought…yeah…

Stephen Gates

But I think that a lot of that leadership is, how do we set traditionally what leadership has done. Of setting a responsibility and the accountability that comes with it but making sure that, we’re being proactive and what those channels are. Making sure that we’re being proactive and reaching out and understanding that, the need to create psychologically safe places, to be able to make places where people can raise their hand and say, “Look, I’m not 100% today.” To be able to trust them. To be able to do that work and have that open communication, I think those are going to be that sort of risk-taking, that sort of vulnerability; it is a lot of the new leadership currency.

And I think, as a byproduct, the teams that don’t want to lean into that are finding out this is not something that we’re experiencing as a company or an industry, this is something that’s happening globally. If there are companies that are investing in that sort of leadership and coaching and doing those things, your talent will go to those places that support them that way. I think that ability to be able to blend that hands-on, with servant leadership, to be able to say, “Okay, look. How do I give you that freedom and a framework where you know what it is we want, but I’m going to trust you to do it in a way that’s going to work for you?”

Alex Cleanthous:

How do you build teams that produce? How do you create those high-performance teams remotely? The first part is environment. That’s what we just spoke about. And now it’s about the work. There’s this big discussion on work is better when you’re in the same office because you can talk with each other and there’s the bouncing of ideas and all the energy. We don’t really have that option now. How do you ensure that high performance work?

Stephen Gates

Part of what it is for me is, calling it what we’re going through with COVID is remote in a different form. For us, remote used to be work from anywhere, not work from home. And that we did. Once a quarter we used to get…once a year…the entire company would get together because we valued building relationships in person. The next quarter, your team would get together. Next quarter, your division. Next quarter, your team. That allowed us to be able to balance some part of that in-person. And now that’s been taken away. But for me around the work is that it’s about… Again, going back to investing and trust, honesty, transparency. Because again, as we talk about the teams at Nike or Apple or Google or whatever it is, there is a real level of almost brutality in the way that they will talk to each other and how honest they are with each other and the way that they share with each other what it is they really think. It’s not in service of politics or some internal agenda, but it’s in service of the best idea.

In many cases, that ability to figure out for your team and that size, how much of it is we need to come together and do a brainstorm? How much of it is individual work? What are the standards that we’re going to hold ourselves to? What’re the behaviors that we want to create about… What is our mental approach to the work that we do?

One of the things that we do and I encourage a lot of other companies is, one of the things around that is whenever you start to work here, you get seven little business cards, and these have all of our company values on them. What this allows you to do is to be able to whenever somebody is working in that way, is doing the high performing, is doing that, you can hold up that card and call them out on it. But it also gives you the ability to be empowered, that if that’s not happening, every single member of the team is empowered to be able to push for that work to be better. That does become a big part of remote and that high performing work, is that every person on the team needs to know that they are empowered to be a part of that process. They are empowered to support the good, but also to push back on the things where we said, “Look, this isn’t the way we said we’re going to work.”

Alex Cleanthous:

Yeah, right—sounds complex. It sounds like there’s a lot of changes that a lot of organisations are going to have to make to operate this way from the old way of working. Not for InVision that started that way, but it seems like there is a big shift for lots of organizations. Is there any advice to them? Which is the majority at the moment.

Stephen Gates

I think this has been the last six or eight months of my life has been working with these companies that are going through that—because you’re 100% right. If you start 100% remote, that is vastly different than we’re all used to being in an office and now we’ve been forced into being remote. I think that for me, the areas that I will often start with them are probably not the traditional areas that people would think. Because I can see two different teams, they have the same tools, the same processes; they hire the same people, one is wildly successful, the other one’s a low-grade dumpster fire. For me, it’s that ability to look at issues around trust, issues around communication, issues around how are people empowered, how are we taking on these cultural barriers that exist inside of every company, how are we bringing transparency to that? Because I think in many cases, that’s often what separates the higher-performing teams from the rest is their ability to be transparent, to trust each other and to really be there not only for themselves but other people as well.

Alex Cleanthous:

How do you build that transparency? Is it Zoom calls with just Slack updates? Is there an approach? Is there something to think about?

Stephen Gates

Yeah. The challenge is, every company, every—and again, I’ve worked with so many different ones—every company is dysfunctional. They all have their unique flavour of what that is. It really is, how do we connect with what is actually going on? Not what do we think is going on, what do we think the customer journey is, what’s really going on with that? And then how do we have the transparency to recognise it and then the accountability to start to put things in place to action against trying to fix it? There’s not going to be a magic bullet. There’s not an easy way to be able to do it. But again, that ability to say, “Look, these are the things that we need to improve and these are the things we’re going to do. This is how we’re going to measure it, and these are the standards we’re going to hold ourselves to.”

A lot of apathy around that, or fear or whatever it is, often happens whenever we’re aware of what the problems are but we don’t know how they’re being fixed. We’ve tried it, and it didn’t feel like it was really being measured. I think it can take a lot of different forms. In many cases, that ability to identify what it is, say this is what we’re going to do and then be transparent about what the process is and ask everybody to be a part of the process, that usually is a really good start.

Alex Cleanthous:

Okay. Okay. That’s my last question on remote. I’ve got one more question because I just have to ask and then we’ll go into the quickfire questions, which is questions that we would get through really quickly. Makes sense—quick fire. You’ve won over 150 major design awards.

Stephen Gates

Yeah.

Alex Cleanthous:

What’s your approach? What’s your approach?

Stephen Gates

Not going into a project trying to win a design award. At the end of the day, I didn’t do any of the work that I did to try to win an award. Right. It was great that it happened; it was great that we’ve been able to do what we did. A lot of it for me was going in and saying, “Look, how do we create something that we feel solves a real unmet need? How do we be able to work together to bring it to life in a way that’s going to really be to what our vision is? And then how do we continue to iterate on that?” Because then I think you’re creating experiences, you’re creating work; you’re creating impact that gets noticed. For too many people, it’s like, look, if you start a podcast because you want to be famous, that’s a great recipe to never be famous.

I think you have to have an opinion. You have to be able to have a perspective. You have to have a value proposition. For me, the awards have always been a nice byproduct, and have been a testament to the quality of the work, but I think that those were the things that we worried about after the work was done.

Alex Cleanthous:

What’s interesting about that, is that through this podcast today, it seems that that thinking, it starts at the very beginning at the research stage, at the questioning. Questioning everything and ensuring it’s human-centered design, which means that the visual part’s last, but the design awards, oftentimes, they put forward the visual.

Stephen Gates

I think that’s where, for me, I think with this role and other things like that, try to counter that perspective. Because that’s why I said at the beginning that great design is a visual expression of great thinking, that’s always been the foundation of my work, and I think a lot of great design work is, it solves a need you didn’t know you have. There’s an elegant solution that, something very simple, takes a huge amount of work but it really is. Because I think if you’ve done the homework, you’ve done the research. That’s why I said for me; I’m always a human-centered data-informed creative. Because it very much really is about doing those things, of being able to think it through. Because then when we do that, the actual design, the execution is just all of that thinking brought to life. That’s why it tends to win awards is because the details have been thought out. There’s nothing that is superfluous in there. We’ve looked at every little detail and every little part of it. That’s where the design really feels like it means something and does something.

Alex Cleanthous:

That’s awesome. That’s awesome. That’s good stuff. I’m very inspired at the moment—quickfire questions. I got five quick questions for you. Number one, what book has had the biggest impact on your success?

Stephen Gates

There’s one called Orbiting the Giant Hairball. I think the subtitle is A Corporate Fool’s Guide to Surviving with Grace and Dignity or something. It is by Gordon MacKenzie who has since passed away. That’s one I tend to go back to a lot. I think that was the first one that looked at the intersection between design and creativity and corporate culture. I go back to that one a lot. Scott Belsky’s Making Ideas Happen; there’s a whole litany of those, but I think that Orbiting the Giant Hairball tends to be the one I go back to the most.

Alex Cleanthous:

Great headline too. Number two, what’s your number one piece of advice for hiring awesome people?

Stephen Gates

For me, it’s really been going in and understanding two things. The two questions that I’ll often ask in the hiring process, one is, can you tell me how you have an idea? Which is basically I’m looking at what is their level of self-awareness, to how do they actually go about their work? And the other one, which trips up a lot of people is, can you tell me what you need to be happy? Which is, I’m looking for a level of emotional self-awareness and have they thought about what they want out of their career? So again, I think in starting with that, because a lot of cases for me, similar to the design conversation, the world is full of people that can make pretty pictures. I’m interested in people that can think, that can pivot, that have some level of self-awareness and ambition. That tends to be more of what I’m interested in.

Alex Cleanthous:

That’s great. I haven’t heard those two before either. I’m going to start using them too because they’re really hard to answer.

Stephen Gates

No, they are. There are people I’ve had who’ve come back two and three days later and said, I’ve not slept because I don’t know the answers to those. There’s not a right answer. What I’m just simply trying to gauge is a level of self-awareness and are they even aware that creativity and things like that are things that cannot be left to happenstance? Because that creativity without results is called art and that’s not what we do.

Alex Cleanthous:

Mm-hmm. Yep. Ah, that’s a whole other podcast. What’s your best management or productivity tip? Your best time management or productivity tip?

Stephen Gates

I think that for me, it really is about going into every week with a pretty clear sense of what are the two or three things that matter. What are the two or three things that I really need to get done? Because in many cases, I often describe for a lot of managers, they tend to get 40 lanes wide and a quarter-mile long. They’re doing a lot, not very well. If you’re able to go in there with that clarity, it doesn’t mean you might not have to pivot, but the things are going to support those things you need to get done. The things that are going to support moving those bigger things forward, those are the things that you need to focus on, make time for, do whatever it is. The rest either need to be put off, delegated, thought about differently, do something so that you’re actually having an impact. You’re there for the team. You’re doing whatever those things are.

In leaders, too many times, it’s easy to get too diluted or to, again, have an incredibly busy 60 hour week and get to the end of it and realise you haven’t had the impact that you wanted.

Alex Cleanthous:

That’s great. What’s the best piece of business advice that you’ve ever received?

Stephen Gates

Probably that a leader is just someone who is willing to be the most confident, uncertain person.

Alex Cleanthous:

The most confident, uncertain person. What does that mean?

Stephen Gates

For a lot of business, if you want to create an impact, leadership in many cases is about taking a lot of data, a lot of different inputs and saying, “Generally, I think this is what we need to do.” I don’t think there’s anything as 100% certainty and what goes into that. Your willingness to be able to create direction, to be able to create belief, to be able to create alignment in what it is we’re going to do will drive business results. In many cases when you’re not able to get it, it’s because there’s lack of clarity, lack of alignment, too many politics, those sort of things. It’s just simply the accepting that that often is what leadership is. Is that it’s going to be the way that Seth Godin said before, everybody has imposter syndrome. Leadership has their own version of it as well. For me, that business advice of just sort of embracing it, and that in many cases, the confidence you want and the outcome you want is on the other side of fear, stress, anxiety, and uncertainty.

Alex Cleanthous:

Yeah, right. Cool. The last question, how do you relax after a crazy day at the office or at the home office?

Stephen Gates

I think every part of my life tends to be creative. For me, it’s cooking. Because I think in many cases, I’m dealing with problems that are of a magnitude that they are not solved in a day. For me, the ability to be creative, but to start and finish something that I love, for people that I love, that is creative, in the span of anywhere from 20 minutes to two hours is incredibly therapeutic. That ability to be creative, to be expressive, to do it in a different form, for me is my go-to. I think in a lot of cases for me, a great bridge into again, still using up some of that creative energy and sort of bridging into coming out of that work mode.

Alex Cleanthous:

That’s super interesting. I’ve never really approached cooking that way, which is probably why I don’t cook that much. I’m going to use it now. I’m going to try and hack my brain and say it’s a creative process that has thoughts and finishes.

Stephen Gates

A lot of it for me, and I think that’s where my inspiration is, I’ve gone in my career, while I find my peers to be motivating, I don’t always find them inspiring. For me, I talked to chefs and tattoo artists and street artists and a lot of people where we share the creative condition, but the outputs are different. In the same way, every chef gets a tomato, but what they do with it is vastly different. I think for me, it really has been about embracing… Working on my creative process doesn’t just have to be when I’m sitting here in front of a computer, and understanding my process, summing my creativity on demand, that there’s a lot of other things that you can do—cooking, studying improv—all kinds of things to be able to work on that.

Alex Cleanthous:

Yeah, awesome. Stephen, if there’s one thing that you’d like the people that are listening to this podcast to do, that one place to go— site or somewhere—what should they do?

Stephen Gates

I’d say if you’re interested in the tools that we’ve talked about, checking those out, you can go to invisionapp.com. I’ve got about 108 episodes on my podcast talking about creativity, imposter syndrome, all sorts of different things. You can check that out. Just head over to thecrazy1.com. It’s the crazy and the number one .com, where you can listen to that. And if anybody has any questions, if I can be any help with maybe they’re going through this and thinking, “Hey, I’m struggling with that,” they can feel free to reach out, and I’m happy to work with them or their team.

Alex Cleanthous:

I can confirm as well; I did check out a few of the podcasts, a few of the videos, a few of the keynotes—pretty inspiring stuff. You are extremely engaging and very straight up. It’s like a breath of fresh air in this space, so I highly recommend it.

Stephen Gates

Thanks so much. I think that’s my goal with The Crazy One and things like that, is that that reaction isn’t the exception to the rule anymore. That level of honesty and transparency and our ability to share what we’re all going through, that to me is what that The Crazy One is, is that ability to not do anything too many of us fall victim to. Where we look at social media and feel like we don’t measure up. When you compare your insides to everybody else’s outsides, it’s a comparison that usually leaves you feeling wanting and insecure.

Alex Cleanthous:

Yeah, that’s a super point to finish on. Stephen, thank you so much for coming on the podcast. This has been such a great conversation. To everyone, that’s listening, subscribe, check out those links that he just said, and we’ll talk soon. Thanks, Stephen.

Stephen Gates

Sure thing. Thanks so much for having me.

Alex Cleanthous:

See you.

Thanks for listening to The Growth Manifesto podcast. If you enjoyed the episode, please give us a five-star rating on iTunes. For more episodes, please visit growthmanifesto.com/podcast. If you need help driving growth for your company, please get in touch with us at webprofits.io

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