E.03 Elanco /Continuous Discovery /2022–2024

One framework, 400+ properties.

The Bayer Animal Health acquisition left Elanco holding 400+ websites and products with no shared way to assess them. Continuous Discovery is the operating framework I designed and ran in response — objectives, plan, problem, solution, deliverables — a timeboxed loop any team completes in one to six weeks. It became the default cadence for new dev teams, and its outputs seeded the design system and ElancoGPT.

IndexPost-acquisition portfolio · Research ops · Timeboxed discovery · JTBD · OST · Service design · RACI
RoleLead Product Designer · framework owner
CompanyElanco Animal Health · Indianapolis / Hook
Timeline2022–2024 · standing cadence
PartnersProduct · DeliveryOps · Engineering
SP.01 Scope400+ properties
SP.02 Estates2
SP.03 Framework stages5
SP.04 Timebox1–4 wk
research & design
SP.05 Triage gates2
SP.06 Deliverables / cycle4
SP.07 Adoptiondefault
cadence
SP.08 DownstreamEDS
ElancoGPT
CD.00 The loop, in one shape
One timebox, two spaces. Objectives split the cycle into parallel problem- and solution-space tracks; the two converge on deliverables, and delivery feeds the next objective: continuous, not one-shot.
CD.01 Continuous Discovery & UpLook redesign
UpLook redesigned dashboard: Elanco Knowledge Solutions header, sites sidebar, cattle diets table with edit actions, and a live ingredient activity feed
The workspace the EKS Modernization cycle shipped. One site’s cattle diets, utilities, and activity in a single screen, the shape later properties were measured against.
01Background
Two estates, one company: the acquisition doubled the portfolio; nobody doubled the process.
DS.01 The problem

The merger folded two digital estates into one.

400+ properties on different stacks, from different agencies, for different markets, and every keep, merge, retire, or rebuild decision needed evidence no two teams gathered the same way.

My bet: treat discovery as a designed system. One week of setup, a hard one-to-four-week cap on research and design, a fixed deliverable set every cycle, a timebox that forces the only question a portfolio cares about.

2022 · Elanco + Bayer Animal Health estates
DS.02 The bet, in three moves
Inherited

400+ properties across two merged estates, no shared assessment shape and no comparable outputs.

Bet

Discovery as a repeatable, timeboxed loop, the same five stages whether a cycle takes one week or six.

Cap

Research & design capped at four weeks; iteration earns more time, open-ended research never does.

02Framework
Five stages, two gates, one loop: the framework as teams actually saw it.
DS.03 The operating spine

Solution Engineering owns the gates. From objectives on, the loop is mine.

Pre-discovery triage keeps unfunded work out; everything from objectives to deliverables is the system I designed and ran. The loop back from delivery is what makes it continuous rather than a one-shot phase.

Continuous Discovery process: pre-discovery triage, discovery strategy and team formation in one week, research and design timeboxed one to four weeks, then iterate and deliver in one week ending in a debrief and post-mortem.
The operating spine. One week of setup, a hard one-to-four-week research & design timebox, and a one-week deliver window that closes the cycle or earns it another iteration.
Gate · Solution Engineering

Pre-discovery triage

Charter / business case, then DeliveryOps. No gate, no team. Owned upstream, my system starts where this ends.

charter · deliveryops
01 · 1 wk · my scope

Objectives + plan

Discovery assessment, stakeholder ID, discovery brief, brief deck, kickoff. One week, no exceptions.

brief · kickoff-ready
02 · 1–4 wk

Problem space

Interviews, RACI, experience maps, usability testing, content inventory, framed as JTBD opportunity statements.

jtbd · opportunity
03 · same box

Solution space

Affinity mapping, journeys, personas, wireframes, prototypes, tech POCs, converging on an opportunity solution tree.

ost · prototype
04 · 1 wk

Iterate & deliver

Discovery debrief, debrief deck, journey / service maps, user needs statements. Iterate loops back; deliver closes the cycle.

debrief · maps
Loop

Continuous

Delivery feeds the next objective. The same shape carried a portfolio instead of a project.

→ next cycle
03Portfolio
The portfolio, driven through the framework: scroll to move the loop.
Portfolio, through the framework01 / 06
400+ inherited properties. Two estates. No shared shape.
01 · Intake

400+ properties. Two estates. No shared shape.

In 2020, Elanco Animal Health closed its acquisition of Bayer Animal Health, folding two independent digital estates into one company. Brand sites, species portals, product pages, internal tools: from two companies, dozens of agencies, and every era of the web. The merged portfolio couldn’t be reasoned about, because no two properties had been assessed the same way.

Post-merger estate · Elanco Animal Health × Bayer Animal Health

02 · Triage

Two gates sort the portfolio before any discovery spends a dollar.

Gate one asks for a charter and business case; gate two asks DeliveryOps whether a team can carry it. Properties route toward modernize, merge, keep, or retire. Only the ones that clear both gates get a discovery team. Sorting is a collaboration with Solution Engineers and business stakeholders, then the engineering teams the work lands on, each property sequenced by its priority against the rest of the portfolio.

Pre-discovery · Solution Engineering + business stakeholders + engineering → hands off to my loop

03 · Timebox

Weeks, not quarters.

One week to form the team and plan. One to four weeks — hard cap — for research and design. One week to iterate and deliver. The timebox is what let the same designers cover a portfolio instead of a project.

Setup 1 wk · research & design 1–4 wk · deliver 1 wk

04 · Problem space

First the box frames the need.

Interviews, RACI, experience maps, usability testing, content inventory, the raw material of the problem. It converges on JTBD opportunity statements: what the user is trying to get done, stated so a solution can answer it.

Interviews · RACI · experience maps → JTBD opportunity statements

05 · Solution space

Then the same box answers it.

Affinity mapping, journeys, personas, wireframes, prototypes, tech POCs, run inside the same one-to-four-week timebox. They converge on an opportunity solution tree: the options, ranked against the opportunity they serve.

Affinity · journeys · wireframes · prototypes → opportunity solution tree

06 · Deliver

Every cycle ends on the same four artifacts.

Debrief deck, journey map, service / systems map, post-mortem, identical shape whether the cycle took one week or six. Comparable outputs are what turned hundreds of one-off assessments into a portfolio view, and what the design system and ElancoGPT teams built on next.

→ EDS · → ElancoGPT · → portfolio decisions · loops back to the next objective

04One cycle
EKS Modernization · UpLook: the loop run end to end against Passport enrollment.
CY.01 What UpLook is

Inside one cycle: EKS Modernization.

UpLook is the feedlot-management tool inside Elanco Knowledge Solutions, one of nine proprietary services for Beef and Dairy operators. This cycle ran against Passport, its enrollment system. Objective: enable self-service onboarding by naming the customer-experience, business-process, and technology changes required.

CY.02 Research questions
RQ1

Key pain points for UpLook customers in the current EKS Passport onboarding? → Stakeholder map + interviews, current-state blueprint.

RQ2

How do we design self-service onboarding that improves CX while holding security and compliance? → Future-state blueprint.

CY.03 How the cycle held
Evidence base12 interviewsAccount reps, technical consultants, EKS Ops + Innovation, marketing / sales
Analysis3 passesTranscript + notes, sentiment analysis, affinity mapping
BlueprintsCurrent + futureFrontstage / backstage across the line of visibility
TimeboxHeldDebriefed in 60 minutes · five agenda blocks · Nov 2022
CY.04 Three themes → four recommendations

Twelve interviews affinity-mapped into three themes — self-service enrollment, data validation & accuracy, communication & collaboration — answered by four recommendations:

REC 01

Make the sales process legible.

Clearly communicate who does what across account reps and sales; role confusion was the top frontstage pain.

REC 02

One source of truth for forms.

Sales rep, EKS team, and customer see the same information, ending the version drift that stalled enrollments.

REC 03

Automate what CRM already knows.

Sync form fields with CRM and identity management to cut errors, manual entry, and documentation churn.

REC 04

Standardize the enrollment steps.

Eight steps — select, initiate, configure, provision, migrate, train, integrate — became the backbone of the self-service flow and the modernized UpLook.

CY.05 Where the cycle landed
Modernized UpLook desktop dashboard: header, sites sidebar, diets table with edit actions, ingredient activity feed
The modernized UpLook. Diets, utilities, and per-site activity in one workspace, the shape later properties were rebuilt toward.
CY.06 Responsive from day one
UpLook mobile mockup: diets list with start and end dates and the activity feed
Feedlot operators work from the lot, not a desk. The same components, drawn at the phone breakpoint.
CY.07 UpLook: the user journey it shipped Select tool → site → diet → edit · recreated from the flow map

EKS Modernization · UpLook feedlot management · nodes rendered in D3 from a link model.

05Artifacts
What a cycle produced, rebuilt as data from the EKS debrief and the HoneyBee kickoff.
AR.01 Debrief deck
Debrief deck. EKS Modernization: 27 slides, five agenda blocks, debriefed in 60 minutes.
AR.02 Journey map
Journey map. Eight enrollment steps, frontstage to backstage: the current-state blueprint.
AR.03 Opportunity solution tree
Opportunity solution tree. One objective, three themes, four recommendations.
AR.04 Project HoneyBee cost-spend dashboard
Project HoneyBee cost-spend dashboard: executive summary of overall score, performance, security, cost, reliability and adoption by business unit, plus top and bottom ranked applications
The first cycle through the loop. A lower-stakes proving ground before EKS / UpLook, with an executive summary of cost, security, reliability, and adoption across business units. Discovery named its primary user and the themes the MVP was scoped against.
AR.05 Primary user
AS
Adrian SellersSystem Custodian / DelegateIndianapolis, IN
“Tell me what I need to do. If it doesn’t drive action, it won’t work.”
Goal
Maintain system & app health: monitor alerts, triage security vulnerabilities, and remediate on standardized processes.
Traits
Task-oriented · data-driven · strategic · analytical
AR.06 Why HoneyBee went first

A known audience, a lower-stakes loop.

HoneyBee’s primary user is the System Custodian / Delegate, accountable for keeping a portfolio of applications healthy. Discovery framed the whole dashboard around one test: does a screen turn a signal into a next action?

An internal, read-mostly tool with a known audience carried less risk than a customer-facing rebuild, the right place to run the loop end-to-end and pressure-test the deliverable set before EKS / UpLook.

06Outcomes
A portfolio the business could finally reason about: directional reads, not audited metrics.
O.01 Cycle timeWeeksNot quarters

Timeboxed 1–6 weeks end to end · previously open-ended.

O.02 AdoptionDefaultCadence

New dev teams onboarded onto the framework as standard.

O.03 Coverage400+Properties triaged

Repeatable triage across the inherited estate.

O.04 Downstream2EDS + ElancoGPT

Both built directly on discovery outputs.

07Reflection
Defend / redo.
R.01 What I’d defend

The hard timebox.

Open-ended research is how a 400-site portfolio stays unassessed forever. Capping research & design at four weeks — and letting iteration earn more time — is the single decision that made coverage possible.

R.02 What I’d do differently

Ship the triage gates first.

The gates arrived after the first cycles, so early teams ran discovery on properties later retired anyway. Gating the portfolio before designing the loop would have saved those cycles.