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ISSIP

Jan 28, 2026 Progress Call – Open to All ISSIP!

www.issip.org

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Agenda - Jan 28, 2026

2

12:00-12:03

Open / Agenda (frame for today’s round-table conversation)

Michele Carroll (Ex Dir)

12:03-12:10

(7 minutes)

2026 President’s Welcome & Key Recognitions

  • Special Recognition - Deb Stokes
  • Board, Leadership & Volunteer Intros/Recognition
  • Vision / Goals for 2026
  • Introducing ISSIP Ambassador 2026 Additions

Haluk Demirkan (Pres)

Christine Ouyang (VP)

12:13-12:25

(12 minutes)

Q&A: (questions / comments/ discussion of materials shared in advance)

  • ISSIP SMRT.bio Challenge - S. Africa
  • ISSIP Treasure Hunt - Fall of 2025

  • 2025 Performance Metrics, 2026 Calendar of Events

  • AI Collab Program
  • Ambassadors Program
  • Give Get Grow Program
  • ISSIP Handbook, Guidebook / Treasury

Frank Melis

Kevin Clark

Michele Carroll

Deb Satterfield/Jim

Christine Ouyang

Vaishali Mane/Jim

Jim Spohrer (Treasurer)

12:25-12:30

(5 minutes)

ISSIP Founders’ Mentoring Award Program

Terri Griffith

12:30-12:40

(10 minutes)

ISSIP Executive Leadership & Donor /Partner Priorities

Board Directors, Donors / Partners

12:40-12:55

(15 minutes)

Global Community Comments, Questions

All

12:55-1:00

(5 minutes)

Closing Call to Action!

Haluk

Michele Carroll

Executive Director, ISSIP

Founder & President

Carrollco Marketing

SF East Bay, California

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CONGRATULATIONS on SUCCESSFUL 2025!

  • Thanks to Deb Stokes, ISSIP President 2024-2025
  • Recognize Board Transitions
  • Welcome 2026 VP, SC & Ambassador Additions
  • Recognize 2025 Volunteers

TODAY

  • Q&A /Discussion of Metrics, highlights from leaders (Slides shared in advance)
  • Hear perspective and priorities from ISSIP BOD, Donors

2026 Vision & Goals:

  • The Future of Work
  • For-fee Credential for Innovation of Services & Experiences
  • Strategic annual discovery focus: Responsible AI adoption

To advance service innovation to benefit people, business, and society

Haluk Demirkan

ISSIP 2026 President

Principal Scientist, Amazon

Professor, U Washington Tacoma

Co-founder ISSIP Board Member

ISSIP President’s Welcome

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Deborah Stokes

ISSIP 2024 President

Leader, External Research OCTO Remote - NC & TX

Jens Neuhüttler

Service Research, Fraunhofer

Vanita Wells

Retired Meta

Jeffrey Welser

COO, IBM Research

Jeffrey Borek

WW Program Director, IBM

AI Alliance and Open Security

Board Director Transitions

Haluk Demirkan

ISSIP 2026 President

Principal Scientist, Amazon

Professor, U Washington Tacoma

Co-founder ISSIP Board Member

Thank-you to Jeff (IBM) & Vanita (Meta) for two years of ISSIP board service – outgoing.

Welcome to Jens (Fraunhofer) & Jeffrey (IBM) incoming.

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Deborah Stokes

ISSIP 2024 President

Leader, External Research OCTO Remote - NC & TX

Incoming VP and Strategy Council Additions

Haluk Demirkan

ISSIP 2026 President

Principal Scientist, Amazon

Professor, U Washington Tacoma

Co-founder ISSIP Board Member

Welcome Christine Ouyang

ISSIP VP 2026!

& Strategy Council Co-Chair

“Hot Topics” Discovery!

Each year, ISSIP Strategy Council defines strategic service innovation focus areas of most importance to their organizations, and leads or supports discovery events; For 2026 the leading topic is AI Adoption for Service Systems Innovation.

Dr. Christine Ouyang

Distinguished Engineer, IBM

ISSIP Ambassadors Lead 2022-25

Cecilia Lee

Kevin Clark

Haroon Abbu

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Special Recognition - Ops Leadership & Team - Deepening

David Ing & Gary Metcalf

Systems in Service Roundtable Series

Three Events

https://youtu.be/ziqF2S4wLYc

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Volunteer Recognition- 2025 Ambassador Led Events (1 of 2)

Kevin Clark

March Event & Treasure Hunt

Online Brainstorming Event and Findings / Recommendations

https://youtu.be/EDTHuv56ta0

Frank Melis

ISSIP SMRT.Bio Challenge

Business Plan Competition w 26,000 participants in S. Africa Fall 2025

LINK to recap

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Special Recognition - Ops Leadership & Team - Deepening

Dr. Kazuyoshi Shimada - lead author

Dr. Christine Leitner, & Michele Carroll

AI Challenges to Global Democracy WP

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Volunteer Recognition

July 2025 ‘ISSIP Session’ at AHFE/HSSE -Orlando

Vittal Prabhu / Jim Spohrer

Engineering 21st Century

Service Economy

Lou Freund

MyTShape.com

Free to ISSIP

Deb Satterfield

AI COLLAB

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+28 Welcome 2026 Ambassadors

147 Currently Serving ISSIP Ambassadors

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Dr. Christine Ouyang

Distinguished Engineer, IBM

ISSIP Ambassadors Lead 2022-2025

ISSIP VP, Strategy Council Chair 2026 - New York

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ISSIP Performance Metrics - 2025

Toward Our Goal of GROWING ISSIP

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Michele Carroll

Executive Director, ISSIP

Founder & President

Carrollco Marketing

SF East Bay, California

How do we measure success (progress)?

  1. Global community SIZE
  2. Funding Levels - donor partnerships that enable operations, programs
  3. Ops / Engagement - of our global community in our programs, leveraging the ISSIP platform

  • EVERY 2024/25 donor renewed (most increased) partnership with ISSIP
  • Closer to targeted parity among AI Collab participants ($6000)
  • Secured 2 New Donors for 2026: Sound Credit Union and Obase
  • We welcome our first Innovation level partner ($10,000) (Fraűnhofer)
  • First President’s ‘Ask’ generated $3.3K from individuals around the world

THANK YOU ALL!!!!

Goal: leverage ISSIP Programs & Platform to benefit our interconnected world

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ISSIP Engagement Report - 2025

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Michele Carroll

Executive Director, ISSIP

Founder & President

Carrollco Marketing

SF East Bay, California

2024-2025 - Deb Stokes’ tenure as president, were strong growth years, building awareness of ISSIP and strengthening our foundation for growth

built ISSIP.org (SEO)

2. 2 Distinct LinkedIn Pages - Main ISSIP + Private Group

  • Global participants (blue line) continued steady pace of growth: 2043 as we start 2026 - up 36% since 2023
  • Awareness of ISSIP - measured by LinkedIn followers (red line) is catching up - from 552 (2021) to 1597 on Jan 1st
  • Our private LinkedIn GROUP, (yellow line) where you can connect with ea other,share your work, give feedback is growing, too.

A CAUTION:

  • ISSIP still ranks in the TOP 10 SE listings for ‘Service Innovation’ searches
  • BUT not as often in the Top 5. (We’re #8 today)
  • SEO requires focused management we’re not budgeting
  • Please FOLLOW ISSIP Main LI Page, and
  • Join the PRIVATE GROUP if you have not!

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DEEPER Engagement in 2025 (cont’d)

From Quarterly GGG to Strategic Thinking & Knowledge Sharing

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Michele Carroll

Executive Director, ISSIP

Founder & President

Carrollco Marketing

SF East Bay, California

KUDOS to ISSIP Ambassadors for 2025 Initiatives they’ve launched, led, managed and grown!

Dave/Gary, Kevin, Kazu/Christine/Deb/ Lou/Jim/MMC organized +led Events that Build ISSIP brand as expert resource in SD, SI expertise

At scale! Frank Melis’ ISSIP Challenge program involved +26,000 CUT students in S Africa!

With purpose! Kevin Clark: Treasure Hunt enabled worldwide engagement 24/7 to think strategically , and input to our future.

Vaishali Mane facilitates virtual quarterly GGG to help new members connect +66 viewed Q4 25 YouTube.

Published +8 books bringing the total to 113 to date.

+28 New Ambassadors bringing total to 146 currently active.

Awarded 159 digital credentials bringing the total to 964 to date.

w OUTREACH + INREACH

ALL successful VOLUNTEER LED 2025 ISSIP Programs

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Mark the Dates for an Engaged 2026!!

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ISSIP AI COLLAB - Academic-Industy Collaborations

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Deborah Satterfield

Dept. Chair / Professor of Design, Cal State University-Long Beach

ISSIP Lead: AI Collab

Building Engagement - Continuing the drum beat

  • Engagement (blog post/survey)
  • Expert interview & Mock hiring interview (step 1 - easy)
  • Industry challenges with mentors for student teams (step 2 - medium)
  • Actual job Interviews & Hiring (step 3 - hard)

Outcome Examples

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AI Collab - More Details

2023 Fall (completed) AI-Powered Historic Service Innovation Cases

2024 Spring (competed)AI-Powered Digital Twins (Jim Twin V1 Prototype)

2024 Fall (completed)AI-Powered Guidebook for Service Roles (Onboarding ISSIP Volunteers)

2025 Spring (completed) AI-Powered Course (Onboarding ISSIP Participants)

2025 Fall (complete) - Synthetic datasets (Exploring overcoming confidential data challenge)

2026 Spring (in progress) - Student CEOs (Managing multiple AI Digital Workers for startups ideas)

Jim Spohrer

Co-Founder & Board Director, ISSIP

(IBM retired)

Treasurer, Sec of BOD

Silicon Valley

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ISSIP Recognition / Awards

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Haroon Abbu

SVP, Digital, Data & Analytics, Bell & Howell

2025 Excellence in Service Innovation Award goes to:

  • SMRT.BIO - Overall Winner
  • Cisco - for Impact to Business
  • Curious Learning - for Impact to Society
  • EarthGrid - for Impact to Innovation
  • + 8 Distinguished Recognition Award Winners

2026 Judging Will Begin Soon…

  • 14 submissions

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Quarterly Community Welcomes: Give. Get. Grow.

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Vaishali Mane

ISSIP Community Lead

Sr. Product Analyst

Austin, TX

  • Common Themes: why people join ISSIP
    • Quote: “ISSIP makes me really feel welcomed!”
    • Contributor to or curious about service innovation and ISSIP
    • Existing connection to ISSIP leader, participant, or program
    • Give: Time/Enthusiasm/Expertise on collaborative projects
    • Get: Gain more professional recognition
    • Grow: Their global network, expanded horizons

  • Upcoming in 2026 (2nd Wed of Quarter)
  • Event History - ISSIP YouTube Recordings

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  • December 31, 2025
    • Checking - Operating Capital: $42,322.96:
    • Savings - ISSIP Foundation: $25,267.78
  • June 30, 2025
    • Checking - Operating Capital: $26,181.13
    • Savings - ISSIP Foundation: $25,263.36
  • December 31, 2024
    • Checking - Operating Capital: $41,225.96:
    • Savings - ISSIP Foundation: $25,260.24

ISSIP Treasurer Report & Outlook

Jim Spohrer

Co-Founder & Board Director, ISSIP

(IBM retired)

Treasurer, Sec of BOD

Silicon Valley

Jens Neuhuttler

Fraunhofer (Germany)

Digital Service Transformation Team

We are grateful to ALL our institutional and individual donors past and present.

Read the ISSIP Blog Post “Gratitude” for more details on ISSIP donors, expenses, and future plans: https://issip.org/gratitude/

Read the ISSIP Progress Update “History” for more details about past Board meetings: https://issip.org/history-of-issip/

Markus Warg

U Hamburg (Germany)

Institute for Service Design (IfSD)

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Gratitude to Sponsors & Donors for Funding ISSIP 2026!

Jim Spohrer

Co-Founder & Board Director, ISSIP

(IBM retired)

Treasurer, Sec of BOD

Silicon Valley

Jens Neuhuttler

Fraunhofer

We are grateful to ALL our institutional and individual sponsored and donors past and present. Read the ISSIP Blog Post “Gratitude” for more details on ISSIP donors, expenses, and future plans: https://issip.org/gratitude/ Read the ISSIP Progress Update “History” for more details about past Board meetings: https://issip.org/history-of-issip/

Markus Warg

U Hamburg

Vittal Prabhu

Penn State

Michael Turek

UWA Tacoma

Priya Kannan

SJSU

Bulent Dal

Obase

Jennifer Reed

Sound Credit

Christine Ouyang

IBM

Yuming Xu

IBM

Jeffrey Borek

IBM

Haluk Demirkan

Amazon

Jim Spohrer

Retired IBM

Matt Seaman

ServiceInnovation.org

Deb Stokes

Dell

Terri Griffith

Yassi Moghaddam

Michele Carroll

Frank Mellis

Maggie Qian

Ashishri Parikh

Marietta Baba

Michel Leonard

Steven Brown

$33,267 Raised

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Favorite Service Innovation Topics

ISSIP’s First Ever For-Fee Certification & Curriculum

ISSIP Board & Executive Committee (EC) Favorites

Jim Spohrer

Co-Founder & Board Director, ISSIP

(IBM retired)

Treasurer, Sec of BOD

Silicon Valley

Neuhuttler

Ouyang

Borek

Demirkan

Spohrer

Stokes

Griffith

Moghaddam

Carroll

Demirkan

Complex Adaptive Service Systems

Service Science

Value Proposition Canvas

Service-Dominant (S-D) Logic

Hyperscale Data Centers

Servitization of Manufacturing

Service Blueprinting

Hyper-Automation with AI Agents & Robotic Process Automation (RPA)

Supply Chain Management

Digital Twins & Smart Service Systems

Digital Transformation

Business Model Canvas

Customer Experience

Servant Leadership (Employee Experience)

Sociotechnical systems and 5 dimensions of thinking

Social Capital

Service-Dominant Architecture (SDA)

TSRDM (Transformational Service Research and Design Methodology)

Original SSME T-shaped Curriculum with Systems-Disciplines Matrix

AI Collab Student Team courses

Great Textbooks: Fitzsimmon, +many

Great Books: Merlin-Brogniart, +many

Great Articles: Kurtmollaiev, +many

Great Communities: AMA ServSIG, +many

Great Case Studies/Instances: Rotary ARCHIE, +many

Gudergan

Mangla

Kripalani

Hardy

de Gooijer

Rayes

EC: Board of Directors

EC: President, Vice President, Executive Director

EC: Past Presidents

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All participants in the community are expected

to review, agree and follow the code of conduct

before engaging with our non-profit, community, and platform.

ISSIP Handbook (2024 Edition) & Code of Conduct

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ISSIP Fellows Who Continue to Innovate ISSIP!

Jim Spohrer

Co-Founder & Board Director, ISSIP

(IBM retired)

Treasurer, Sec of BOD

Silicon Valley

Prof. Steve Kwan (SJSU)

Major Funding Donations

HSSE AI & Standards

AICollab SJSU

SJSU Business Sponsor

Prof. Lou Freund (SJSU)

MyT-Me Platform

Free to ISSIP Participants

New web address: https://mytshape.com

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Treasure Hunt Outcomes - Kevin Clark and team

Jim Spohrer

Co-Founder & Board Director, ISSIP

(IBM retired)

Treasurer, Sec of BOD

Silicon Valley

Executive Summary

• Advance the evolution of service science & service economy

• Move ISSIP from constraints to abundance

• Attract resources to ISSIP from prowess of knowledge and network

• Scale membership and reward participation

• Innovate to make ISSIP a preeminent platform for service science

Strategic Diagnosis, Objectives, Recommendations

• Diagnosis: Resources, Volunteers, Programs, Technology

• Objectives: Finance, Member Activation, Platform Transformation

• Recommendations:

• Corporate partnerships & sponsorships

• Credentialing & learning revenue

• Amplify volunteerism and mentoring

• Platform, gamification, and advisory services

Kevin Clark

Treasure Hunt

See minutes 2-8 here:

URL: https://youtu.be/G23myB_Hsyg

Each month (third Wednesday), Haluk, Andrea, Jim, and Others (Michele, Terri, etc. Optional) are meeting to work on Credentialing & Learning Revenue.

Send to info@issip.org if interested in helping.

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Welcome Julie Cook!

Jim Spohrer

Co-Founder & Board Director, ISSIP

(IBM retired)

Treasurer, Sec of BOD

Silicon Valley

Julie Cook, New ISSIP Ambassador

Interest: Servitization of Australian Mining and Minerals Industry

Helping 1: ISSIP Interviews - Servitization with Prof. Ali Bigdeli

Helping 2: ISSIP Slack Platform - Strategic Plan, including Archiving and On-going Purpose

ISSIP Slack Archive Approach

Archive Example: �COVID19 Impact on FOW

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Conferences

Jim Spohrer

Co-Founder & Board Director, ISSIP

(IBM retired)

Treasurer, Sec of BOD

Silicon Valley

HICSS Jan 6-9, 2026 – Hawaiian International Conference on Systems Sciences

SSC2023 May 18-20, 2026 – Spring Servitization Conference

Naples Forum Summer 2027 – Naples Forum on Service (every other year)

Frontiers Jun 29 – Jul 2, 2026 – Frontiers in Service

AHFE HSSE Jul 20-24, 2026 – AHFE Human-Side of Service Engineering

ICServ Fall 2027 – International Conference on Serviceology (every other year)

SDN 2026 TBD – Service Design Network Global Conference

AAAI FSS TBD 2026 – AAAI Fall Symposium Series

ISM Nov 10-14, 2026 – International Conference on Industry of the Future and Smart Manufacturing

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Book Surprises & Partnering

Jim Spohrer

Co-Founder & Board Director, ISSIP

(IBM retired)

Treasurer, Sec of BOD

Silicon Valley

Business Expert Press Collections

  1. Service System Innovations in Business and Society
  2. Collective Intelligence

Yaron Flint’s ISSIP-BEP Book

“Innovative Business Development”

Cognitive World

Think Tank Partnering

Many ISSIP Leaders

have books in the collections, including Vaishali Mane

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Questions? Discussion

WWW.ISSIP.ORG

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CONTACT US

WWW.ISSIP.ORG

Michele Carroll

Executive Director

Michele@issip.org