Tool 2.5: Using AI to Generate Outcome Statements in the Discovery Noteboard

Overview

During Step 2 (Discovery), Blueprinting teams conduct qualitative customer interviews to understand the problems customers experience, the outcomes they want to achieve, and the circumstances surrounding their needs.

The Discovery Noteboard is where a Notetaker records customer comments while the Moderator conducts the interview. These comments, known as customer verbatims, provide the raw material for developing Outcome Statements.

An Outcome Statement translates a customer's experience into a specific, measurable description of what the customer wants to accomplish or improve.

However, customers rarely express their needs in the form of well-structured Outcome Statements. They describe problems, frustrations, experiences, and situations in their own words. Translating these comments into Outcome Statements requires interpretation and practice.

Blueprinter's AI Outcome Statement Generator helps practitioners perform this translation quickly and consistently, without losing the customer's original language.

The feature can be used during an interview or afterward when reviewing and refining the notes.

How to Use the AI Outcome Statement Generator

Step 1: Open a note in the Discovery Noteboard

In Step 2 (Discovery), open the Discovery Noteboard and select a sticky note containing a customer's comments.

The expanded note contains two areas:

• Headline (top): A brief statement summarizing the customer's need, ideally written as an Outcome Statement.
• Verbatim (bottom): The customer's original comments, recorded during the interview.

The AI analyzes the complete verbatim in the bottom section, not the existing headline.

Step 2: Generate Outcome Statements

Click the Generate Outcomes button near the bottom-right corner of the verbatim field.

Blueprinter analyzes the customer's comments and identifies one or more potential Outcome Statements.

Step 3: Review the AI suggestions

If the AI identifies one Outcome Statement, Blueprinter presents it for your review.

If it identifies multiple distinct outcomes, Blueprinter presents them as separate suggestions.

For example, a customer might describe a mower that drifts from its intended direction and requires frequent steering corrections. The AI might suggest:

• Minimize the likelihood that the mower deviates from its intended direction during operation.
• Minimize the frequency of steering corrections required to maintain the mower's intended direction.

Each represents a different aspect of the customer's experience that could be evaluated independently.

Step 4: Accept the statements you want to keep

Select the suggested Outcome Statement or Statements that accurately represent the customer's needs.

You do not need to accept every suggestion. If none are appropriate, you can decline them and leave the note unchanged.

If you accept one statement, Blueprinter places it in the note's headline.

If you accept multiple statements, Blueprinter creates additional sticky notes, one for each accepted Outcome Statement.

Each new note retains the complete original customer verbatim and the color of the original note.

Step 5: Continue taking notes

After you accept the suggestions, Blueprinter automatically opens a new blank sticky note so you can continue recording customer comments or testing additional verbatims.

You can also manually edit an Outcome Statement in the note's headline at any time.

Important Things to Remember

• The original customer verbatim is preserved. AI-generated statements do not replace or alter what the customer said.
• One Outcome Statement per note. When multiple distinct needs are identified, each receives its own sticky note.
• You remain in control. AI suggestions are not automatically accepted. You decide which statements accurately represent the customer's needs.
• All three note types are supported. The generator can be used with Problems (yellow), Ideal State (green), and Triggered Ideas (blue).
• Review AI suggestions carefully. AI can help structure customer needs, but practitioners should verify that each statement accurately represents the customer's meaning.

Video Demonstration

Watch the video below to see how to generate, review, and accept Outcome Statements within the Discovery Noteboard.