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Inclusive Design  

The best way to design for vulnerable customers is with them. 

The problem we keep seeing

Most firms design services in a room full of people who are not vulnerable. They make assumptions about what customers need, build solutions based on those assumptions, and then test them with customers after the fundamental design decisions have already been made. 

Co-testing is not co-design. Asking a vulnerable customer whether your solution works is very different from asking them what they need before you have built anything. 

We are continually seeing firms that have invested in journey redesign but still have journeys that break down for customers in vulnerable circumstances. The reason is almost always the same: they designed services for vulnerable customers without involving vulnerable customers in the design. 

If this feels familiar

We help you understand where vulnerability
creates risk and what to do next.

What this is

Inclusive Design is our core methodology. It is a sprint-based vulnerable customer journey mapping approach, structured around four stages and built on co-discovery and co-design with vulnerable customers. 

Each stage delivers standalone value. You can commission one stage or all four. They build on each other, but you do not have to commit to the full sequence up front.

The 4 stages

How we move from vulnerability insight to lasting operational change.

  1. Stage 1: Discover

    We work with vulnerable customers and your teams to understand customer needs and identify where foreseeable harm currently exists across journeys. This is lived experience discovery, not desk research. We map vulnerable customer journeys against your Vulnerability Ambition. The gap between the two is where the value sits.

  2. Stage 2: Design

    We take the gaps from discovery and co-design solutions with customers and your teams. Ideas, typically people and process changes, are generated together. Ideas are conceptualised by the people who will use them and the people who will deliver them. Nothing is designed in isolation.

  3. Stage 3: Prototype

    Rapid rounds of prototyping the best concept to reduce risk and uncertainty. This is where you find out whether something works in practice, not just in theory. It is cheaper to learn here than after delivery.

  4. Stage 4: Deliver

    The proven concept is implemented. With the co-design team, we measure and communicate impact (“you said, we did”), capture lessons learned and revisit the vulnerable customer roadmap to identify the next priority.

Who this is for

  • Firms that know their journeys are not working for customers in vulnerable circumstances but cannot pinpoint exactly where or why. 
  • Firms that have redesigned journeys internally and want to validate them with the people who actually use them. 
  • Firms that want to move beyond compliance and build services that genuinely work for everyone. 
  • Firms that want to listen to lived experience customers but do not know how or when. 

How it works

Each stage runs as a sprint, typically four to six weeks. We recruit vulnerable customers, facilitate the sessions, and work alongside your teams throughout. This is not an outsourced discovery that arrives as a report. Your people are in the room and learning by doing. 

Typical duration: 4 to 6 weeks per stage. 

What you get: Varies by stage. Discovery delivers evidenced customer journey insight and gap analysis. Design delivers solution concepts. Prototype delivers validated concepts. Pilot and Deliver leads to results, communications, lessons learned, and next steps. 

If this feels familiar

We help you understand where vulnerability
creates risk and what to do next.

In practice

A UK energy supplier knew their debt journey was not working for customers with mental health conditions. Internal data showed lower resolution rates for these customers, but nobody could explain why. 

In discovery, we sat with customers who had been through the journey. The insight was not where the firm expected it. The journey itself was broadly functional. The problem was the first communication customers received when they fell behind on payments. The language, the tone, and the timing all assumed a customer who was choosing not to pay. For someone in a mental health crisis, that first letter shut the door before the conversation had started. 

In design, we worked with customers and the firm’s communications team on vulnerable customer journey redesign for that first touchpoint. In prototyping, customers told us it felt like the firm understood their situation rather than judging it. 

After delivery, resolution rates for customers with mental health conditions in the debt journey increased by 23% within six months. 

We thought the journey was the problem. It turned out to be one letter. 

Start a conversation

If you are designing for vulnerable customers without involving them, you are guessing. Inclusive Design replaces assumptions with evidence. Start with discovery and see what you find. 

Your questions answered

Some of the practical points organisations often ask us about.

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