Building digital service design capability

Tender description

Why the Work is Being Done Nest is responsible for helping millions of people save for retirement. We provide a high-quality, low-cost pension scheme that allows employers to meet their automatic enrolment duties. We’re one of the largest defined contribution pension schemes in the UK, delivering services to more than 800,000 employers, over 9.4m members and looking after £13.1bn in assets. We outsource the delivery of our services. In 2023, our current services contract ends and we will move to a new solution. Working with our solution provider, work will start in January 2021 to design the services end-to-end, and front-to-back, applying human-centred design methodologies. Problem to Be Solved Working with our scheme service provider and under time pressure, Nest will need to apply digital service design best practice to design a highly segmented, multi-channel experience across all of our services, to meet user needs and drive positive behaviours. The successful firm in this procurement will support us in achieving this outcome through providing resource, expertise and knowledge and skills transfer. Our scheme service provider will also bring design capability, and will ultimately deliver, maintain and iterate the experience, so a flexible and collaborative approach to generating high quality design deliverables in complex programmes is required. Who Are the Users The following (non-exhaustive) user types require insight-driven segmented journeys across all services: - As a member I need to be supported in my savings journey with Nest, up to and through my retirement - As an employer I need to manage my automatic enrolment duties, while supporting my employees - As a third-party, I need to effectively use the Nest Scheme on behalf of others - As a third-party integrator (e.g. a payroll software provider) I need to integrate my software with Nest - As a self-employed member, I need to manage my pension contributions and be supported Early Market Engagement We discussed our draft requirements with a spread of organisations. In particular we focussed on whether the market could deliver: - The flexibility Nest needs to bring resource and skills into the team as design progresses (and how the nature and scale of resource is unpredictable) - Nest’s demand for upskilling and for the supplier to take a collaborative approach, given the central role Nest’s service provider will play in service design and delivery - Design which considers the complex nature of Nest’s services, given the scale and diversity of the user base and the need to design end-to-end and front-to-back, segmented, multi-channel services in a regulated environment We have used this engagement to refine and clarify our requirements. In particular it is important for potential bidders to understand the need to work with our service provider in driving design quality, through contributing to the development of design deliverables and building design capability within Nest. Work Already Done The Scheme has been fully up and running since 2012, and we have gathered extensive insight about customers' needs and behaviours throughout this time. The re-design of the services will take this as a jumping-off point. Additionally, we have been planning the likely scale of the redesign and team scale, and consider we are likely to require the following types of resource at various points in the process: - Human Centred Service Design Leadership - Content design - User Experience design - Interaction design Existing Team The Supplier will be working as part of the Nest Corporation team, alongside our service provider and together we will design the entire set of Nest services for all of the Users described above. The Nest Corporation team forms a new service design function, sitting within a delivery programme as Nest prepares to move to a new service contract and solution in 2023. Current Phase Not applicable Work Location London, with flexibility to work elsewhere or remotely as appropriate Working Arrangments We expect to work in a variety of ways: remotely, face-to-face and a mixture of the two. We do not pay expenses. Security Clearance BPSS clearance required for all resource. Additional T&Cs https://www.gov.uk/guidance/terms-and-conditions-of-digital-marketplace-frameworks Skills & Experience - Designing services which drive behaviour change at population level in order to solve societal problems (i.e. for user groups in excess of 1m) - Sustainably delivering design capability in an organisation undergoing a complex change programme - Designing services 'front to back' to meet complex user needs i.e. taking account of the whole customer journey, the operational fulfilment of that journey, and the support available Driving up design standards without 'doing' design Designing insight-driven, highly segmented services for user groups at scale (i.e. user groups in excess of 1m) Designing services which meet the needs of users with accessibility requirements at scale, for groups of >1m customers Ensuring systematic continuous improvement is achieved through the design process Delivering systematic quality assurance in a complex design process, in a challenging stakeholder environment, to make sure services meet user and organisational needs Applying Human Centred Design methodologies to the design of multi-channel B2C services for users at scale Nice to Haves Using digital service design to solve societal problems where those problems are related to saving or Financial wellbeing behaviours Applying Human Centred Design methodologies to the design of multi-channel B2C services for users at scale in regulated Financial Services Applying Human Centred Design methodologies to the design of multi-channel B2B services for users at scale in regulated Financial Services No. of Suppliers to Evaluate 4 Proposal Criteria The depth and breadth of experience presented and how it demonstrates relevant technical design capability The proposed process for resourcing Nest's requirements, including the approach and timeline for identifying, onboarding and flexing the team as required Your proposed approach to driving quality in team deliverables, taking account of Nest's specific circumstances and the need to work with Nest's service provider Your proposed approach to resource and team management, issue resolution and escalation Your proposed approach to knowledge transfer, capability building and upskilling in the Nest team Value for money, including any additional value your organisation will deliver to Nest Cultural Fit Criteria Approach to working jointly with Nest and our service provider through an intense period of team formation and subsequent delivery Approach to working under pressure in complex transformation programmes Approach to ensuring alignment with Nest's values (ease, transparency, respect and empowerment) Approach to driving quality through coaching and other techniques, rather than necessarily through content delivery Approach to instilling confidence, energy and enthusiasm in a mixed-discipline team Payment Approach Capped time and materials Assessment Method Case study Work history Reference Presentation Evaluation Weighting Technical competence 60% Cultural fit 20% Price 20% Questions from Suppliers No questions have been answered yet Budget range suppliers are invited to supply a daily rate card for suitable resource and approaches. this procurement does not commit us to any level of spend, but we anticipate spending (at peak) circa £100-150k per month.