Navigating business & design ambiguity by shaping product experiences through strategic user insights.

LEAD UX RESEARCHER + PRODUCT STRATEGIST

Still a WIP; forgive any bugs please! 🚧

JOSHUA FAN

Currently at IBM Sustainability Software, where I work closely with senior product management teams to turn business priorities into executable research initiatives.

Across a global team of researchers & designers, I execute on and influence the blend of qualitative & quantitative research needed to support IBM's AI workstreams in carbon accounting, sustainable supply chains, ESG reporting & compliance, climate risk & more.

My past experiences in ecommerce product marketing management, grassroots social innovation, design agency & freelance business consulting help me bring a hands-on POV to problems, particularly when making meaningful impacts with all sorts of traditional tech buzzwords. From hybrid cloud & data automation, machine learning analytics, enterprise blockchain and more, I enjoy the challenge of tying research insights through to business outcomes.

Turning research insights to user stories, driving master production epics with stories and people-power is how I strive to make a difference as a researcher!

[WHAT MY PARENTS THINK MY JOB IS]

[ from ]

[ education ]

RECENT CAREER experience:

Lead Design Researcher @ IBM Envizi  - IBM Sustainability Software
[April 2023 - Present]

55+

participant engagements

50+

hrs of interviews

2+

MVP or PLG trial launches

3+

products served

In this role, I set the research direction for all strategic Envizi design workstreams across teams in 5+ timezones, responsible for ensuring how researchers are applying their methods on high-impact production or customer discovery challenges. Since 2022, I have blended qualitative & quantitative methods to anticipate product management needs, with research I directly conducted or led research teams to complete having a major influence across all of Envizi's post-acquisition product/feature development.

quantitative Study:
Kano Survey, Usecase Validation & Competitor Assessment

Supply chain users are struggling with growing ESG responsibilities, with carbon cost increasingly equalling monetary costs in a margin-based industry.

Working with product teams to integrate newly acquired Envizi with IBM's Supply Chain Intelligence Suite, I led the generative research team in mapping capabilities to target personas & journey, quantified Kano feature prioritization and competitor market assessment.
See study

QUALITATIVE Study:
EXTERNAL SME INTERVIEWS, mvp concept testing & LAUNCH

Having turned our initial discovery work into concept product/user flows, I led the research team in validating how well our proposed response to ESG & supply chain business needs would work to resolve user painpoints.

External SMEs were recruited for deep dive interviews & targeted concept testing. Insights were provoked around improvements on emission factor allocation, natural language processing, ESG x SC data exchange,  supplier prioritization & engagement.
See study

Designer & Researcher @ IBM Sustainability Software (formerly AI Applications)
[June 2021 - May 2023]

20+

recommendations implemented

3+

product/feature launches

7~

personas released

2+

awards or recognition

Throughout my tenure, I spearheaded research efforts for the launch of IBM's Supply Chain Intelligence Suite, collaborating to deliver the first user-validated POC in just 3 months. Teaming up with IBM Design Principal Chris Hammond, we launched the SCIS MVP within a year, with quantified + qualitative research delivered driving enhancements for user needs in FDA Compliance and Shipment Milestones.

QUALITATIVE Study:
EXTERNAL SME INTERVIEWS, mvp concept testing & LAUNCH

As SCIS approached General Availability release, senior product management requested a rapid study assessing SCIS' usecase competitiveness. ONE Network & o9 Solutions were selected for review, with materials scraped to benchmark key user experiences. Targeted recommendations were provided by me for design enhancements and head-to-head feature positioning.

Outputs from my work was also used to inform executive strategy readouts, sales battlecards and cited in both SCIS' 2022 AI Excellence Award and personal 2021 Product Trailblazer Award.
See study

QUALITATIVE Study:
EXTERNAL SME INTERVIEWS, mvp concept testing & LAUNCH

Then-upcoming FDA Food Traceability List requirements were changing how supply chain users handle food inventory tracking & document management needs. In anticipation of customer challenges, I was requested to clarify the mapping between proposed features & specific target users. New usecases were identified leveraging existing capabilities, and placed in market context for competitive assessment.

Newly identified personas & usecases fed multiple workstreams for the integration release of Transparent Supply into IBM's SCIS offering, with additional recommendations requested from me for potential industry partnerships.
See study

QUantitative Study:
EXTERNAL SME usability tests + nps product enhancements

Supporting enhancement to shipment milestone tracking capabilities, I partnered with a SCIS Design Lead to conduct moderated evaluative testing. External SMEs were carefully selected & interviewed, in order to feed both in-production & long-term visioning needs.

Shipped enhancements saw feature adoption increase +122% , with <10s task completion. Generative research insights has been leveraged for parallel concept workstreams.
See study

QUALITATIVE + QUALITATIVE :
PERSONA SCORING & CREATION, MULTI-RESEARCH work SYNTHESIS

RELEVANT CAREER EXPERIENCES SINCE 2017:

See experience summaries

education

Simon Fraser University (2013 - 2020)
BA - Design Concentration
School of Interactive Arts & Technology

BBA - Marketing (Incomplete)
Beedie School of Business

Port Moody Secondary (2009 - 2013)
International Baccalaureate Diploma

awards & recognition

IBM Sustainability Software
2023 - Culture Catalyst Award
2021 - Duct Tape Award
2021 - Product Trailblazer Award
IBM Supply Chain Intelligence Suite
2022 - AI Excellence Award Winner
2021 - Product Trailblazer Award
IBM Db2 Warehouse on Cloud
2020 - Red Dot Design Award (uncredited)
Intel Extreme Rig Custom PC Competition
2017 - Best Engineered

engaged w/ EXPERTS ACROSS ALL INDUSTRIES:

and many more!