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FAQs about Experience Mapping: A suitecx briefing July 2014

Frequently asked questions about customer journey mapping

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Customer Journey Mapping is a tried and true technique to better understand your customers' experiences as the foundation for driving change and innovation. This document contains the best of our knowledge from over 50 combined years of consulting using Customer Journey Maps with clients.

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Page 1: Frequently asked questions about customer journey mapping

FAQs  about  Experience  Mapping:  A  suitecx  briefing  

July  2014  

Page 2: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

IntroducBon  

• Over  the  years  we  have  been  asked  a  lot  of  quesBons  around  experience  and  journey  mapping.    Some  of  them  address  what  are  the  triggers  and  reasons  for  mapping,  others  speak  to  how  do  we  plan  for  it  and  what  do  we  expect  to  see.  

• This  document  answers  a  number  of  quesBons  about:  • What

• Why

• Who

• How

• It  presents  some  Case  Studies  and  Tricks  of  the  Trade  as  well  

• We  hope  this  clarifies  some  things  for  you  and  adds  to  the  conversaBon  

 

2  

Page 3: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

What  Is  Customer  Journey  Mapping?  

• The  visual  representaBon  of  the  alignment  of  the  organizaBon  to  the  customer  needs  to  create  relevant,  engaging  and  rewarding  experiences  that  connect  the  brand  with  the  customer.    

• And  it  is  representaBve  of:  • Where  the  customer  touches  the  brand

• Where  the  brand  touches  the  customer

• Where  they  interact  with  each  other

• The  mul7ple  interac7on  points  of  a  customers’  engagement  with  the  brand

• Why  the  customer  is  seeking  contact  with  the  brand

• The  customer  expecta7ons  of  their  experience  with  the  brands  

Page 4: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

COLLABORATIVE  AND  ‘SOCIAL’  •  Shared  tool  in  ‘3D’  so  you  can  

visualize  behavior  and  processes  •  Can  be  reused  strategy  to  execuFon  •  SaaS  model  provides  easy,  cost  

effecFve  access  across  mulFple  users  

 DYNAMIC  VS.  STATIC  •  Enables  conFnuous  adaptaFons  over  Fme  

to  drive  strategy,  planning  and  tacFcs.    •  Provides  a  live  “Dashboard’  that  can  

reflect  trends  and  progress  •  Highly  configurable    

INFORMATION  CONSOLIDATION  •  Performance  and  operaFonal  

data  in  once  place  •  Presents  raFonal  and  emoFonal  

informaFon  •  Data  &  arFfacts  can  be  aUached  

VISUALIZE  AND  MANAGE  THE  PATH  TO  PURCHASE  AND  EXPERIENCE  •  Creates  a  visualizaFon  of  your  touchpoints  and  relevant  

informaFon  •  Shows  where  and  when  customers  experience  saFsfacFon/

pain  points  •  Filters  can  easily  present  different  views    

What  do  tools/technology  brings  to  the  table  ?  

Page 5: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

What  business  problems  are  you  typically  trying  to  solve  with  journey  mapping?    

5  

Decline  of  revenue    due  to  known  causes  such  as  

-­‐fewer  sales

-­‐less  volume

-­‐  churn

-­‐poor  reten7on  

-­‐  compe77ve  inroads

etc.

Unknown  revenue  declines

Economic  challenges  such  as  

recession  or  disrup7ve  service  

models

Know  they  are  having  experience  issues  but  don’t  know  how  to  address  them:

-­‐  NPS  declines

-­‐  CSAT  declines

-­‐  Complaint  increases

C-­‐Level  challenges  to  Sales/Marke7ng  or  Service  requests  for  funds  where  there  is  no  clear  

business  case/value.

Page 6: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

The  big  issue….  

 

27%  OF  LOST  CUSTOMERS  ARE  LOST  FOREVER  

 

Sources:  Oracle:  Global  Insights  on  Succeeding  in  the  Customer  experience  era  Feb  2013                                                    CISA  Magazine

Page 7: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

Fully  understand  exis7ng  customer  behavior  across  the  en7re  experience  &  lifecycle

Evolve  and  deepen  the  science  of  customer  insight    and  their  needs  through  disciplined  data  management  and  analy7cs  to  drive  loyalty  and  differen7ated  products  and  services

Develop  360o  customer  view  to  generate  ac7onable  insights  and  tac7cs  and  treat  customers  differently

Drive  increased  sustainable  strategic  opportuni7es  to  enhance  customer  advocacy  &  op7mize  ROI

Forward  thinking  companies  journey/experience  maps  to:  

7  

What  business  problems  are  you  typically  trying  to  solve  with  journey  mapping?  

Page 8: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

What  kind  of  process  do  you  use  when  journey  mapping?  Describe  the  steps  you  take?    

•  Growing  our  base  of  affluent  customers  by  con7nuing  to  engage  their  interest  and  sa7sfy  their  needs.

•  Be  the  US’s  preferred  and  most  respected  loyalty  brand  as  recognized  by  its  members

•  To  build  a  winning  network  of  customer  and  supplier  rela7onships

•  To  generate  strong  and  sustainable  cash  flow  growth

•  Be  recognized  as  a  leader  and  posi7ve  force  in  the  community

Best  Prac7ces

SWOT  Analysis

Compe77ve  Landscape

Organiza7on

Process

Informa7on

Technology

Impact  on  Revenue

Ease  of  Implementa7on

Customer  Sa7sfac7on

Time  to  Implement

Cost  to  Achieve

Vision Assessment Ini7a7ve Priori7za7on Roadmap

Mapping  is  o`en  part  of  a  larger  planning  process

Page 9: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

•  Set  the  map’s  scope  and  scale  

•  Create  interview  material,  and  idenFfy  interviewees  

Scope

• Schedule  and  execute  interviews  

• Gather  and  review  documentaBon  

Gather  Data  

• Plot  customer  interacBons  on  map  • Refine  and  validate  informaBon  flows  

• Overlay  metrics,  customer  data  &  collateral    

 Map  

• Refine  and  validate  IdenFfy,  analyze  and  prioriFze  opportuniFes  

Ideate  

• IdenFfy  deep  drill  needs  

• Conduct  deep  drills,  analyze  results  

Deep  Drills  

• Analyze  Map  • Develop  recommendaBons  and  compile  roadmap  for  change  

Strategize  

What  kind  of  process  do  you  use  when  journey  mapping?  Describe  the  steps  you  take?  

9

Our  experience  mapping  methodology

Page 10: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

What  kind  of  process  do  you  use  when  journey  mapping?  Describe  the  steps  you  take?  

Customer Experience Improvement Strategy

Organizational Change

Map    

Design  framework  Plot  customer  interacBons  on  map;  

refine  &  validate  Overlay  metrics,  customer  data  &  

collateral      

10-20 Days* 25-30 Days*

Typical  approach  for  most  customer  journey  mapping

Part 1 Current state

Part 2 Experience Mapping

Part 3 Recommendations

*  Typical  work  effort  will  vary  based  on  scope  with  lag  7me  for  rounds  of  review

Plan • Set  the  Scope • Understand  the  objecBves  • Ensure  resources  

Gather • Interview  • Capture  data,  arBfacts,  documents  • Ethnographic  research  • SegmentaBon  

Map • Design  framework  • Plot  customer  interacBons  on  map;  refine  &  validate  • Overlay  metrics,  customer  data  &  collateral  

Outputs  • IdeaBon  • Deep  Drills  • PrioriBzaBon    • ValidaBon  

Roadmap  • Bucket  prioriBzed  into  IniBaBves  • RecommendaBons  Roadmap  

10  

Page 11: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

What  makes  companies  decide  to  start  using  journey  mapping?  What  are  the  triggers?  

• Marketers  need  to  deal  with  broader  issues:  • Shortened  consumer  acen7on  spans  

• Demand  for  transparency

• Ubiquitous  connec7vity  and  access • Tradi7onal  channel  fa7gue

• Consumers  view  the  enBrety  of  the  experience  across  all  touchpoints  as  one  connected  experience  

Experiences Brick  and  Mortar

Website

Member  Service

Social

Product  Demos

Online  Reviews

Media

Targeted  Messages

POP  Displays

Samples

Events

Guerrilla  Tac7cs

WOM

Sponsorships

Delivering  great  experiences  requires  empathy  –  seeing  what  the  customers  see,  feeling  what  

the  customer  feels.  

But  delivering  great  experiences  also  requires  deep  self-­‐awareness.  Awareness  of  who  you  are  as  an  organiza7on,  of  your  purpose,  values,  

strengths  and  weaknesses.  

Page 12: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

What  makes  companies  decide  to  start  using  journey  mapping?  What  are  the  triggers?  

12

The  value  a  customer  represents  in  order  to  idenFfy:  •  Who  to  invest/divest  in  •  What  needs  they  have  that  the  

organizaBon  can  meet/address  •  How  the  organizaBon  can  meet  

these  needs  through  interacBons  •  Where  changes  need  to  occur  in  

the  organizaBon  to  deliver  upon  the  strategy  

One  of  the  triggers  is  helping  to  develop  a  customer  strategy  to  help  them  make  choices  about  op7mizing  the  alloca7on  of  resources  to  get,  keep  and  grow  customers

In  order  to  do  this,  an  enterprise  needs  to  understand:

Page 13: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

Do  you  define  the  purpose  of  journey  mapping  efforts?    

Business Impact

Strategy Drives Tactics

Marketing and Technology

are Fully Leveraged

§  Know where the business is headed and why §  Results are measured and rationalized against strategic goals §  Can make adjustments as necessary based on desired future outcomes §  Infrastructure supports business needs §  ROI is known and improved

§  CRM solutions are leveraged §  Activities are coordinated within the strategic framework §  Time to market is reduced §  Business results are measurably improved

§  Today’s activities inform and support tomorrow’s plans and activities §  Ability to leverage learning's more broadly §  Know what we still need to learn…and how we will learn §  Can make decisions based on known facts and planned hypotheses §  ROI is known and improved in the short term and the long term

Short Term and Long

Term Goals are

Synchronized

Yes  -­‐  A  Clearly  Defined  Vision  Drives  Rela7onship  Op7miza7on  

Page 14: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

Do  you  define  the  purpose  journey  mapping  efforts?    

Learning & Change Management

Business Strategy

Member Experience

Strategy and Design

Process Redesign

Member Value

Creation & Loyalty

Performance Impact &

ROI Metrics

Technology

& Enablement

Organizational Alignment

Relationship Optimization Framework

Rela7onship  Op7miza7on  Includes  Member  Experience  Design

Page 15: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

Some  DefiniBons  

• Experiences:  The  sum  of  what  the  customer  takes  away  from  the  interacBons  they've  had  with  you.  A  memorable  event  –  with  a  beginning,  middle,  and  end.    • Customers  always  have  an  experience  (good,  bad,  or  indifferent)  

• InteracFons:  The  acBviBes  in  which  customers  engage.  Any  business  supports  dozens,  if  not  hundreds  of  interacBons.      

• Engagement  Points  –  can  be  inbound/outbound/interacBve  –  human  or  automated  • An  experience  point  is  where  emo7ons,  process,  systems,  data  all  intersect  -­‐  o`en  the  ‘fault  line  ‘between  the  company  and  the  customer

Page 16: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

How  do  you  prepare  and  plan  for  journey  mapping?    

Ensure  you  have  enough  of  the  right  resources

Iden7fy  the  data  sources

Set  the  scope

Understand  the  objec7ves

We  help  at  every  juncture  of  the  process: Planning  and  Pre-­‐work

Page 17: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

How  do  you  prepare  and  plan  for  journey  mapping?    

17  

Do  we  agree  on  approach  and  outcome?

Do  we  agree  on  scope  and  scale?

As  is?    To  be? Have  we  iden7fied  all  key  stakeholders

Who  should  own  and  drive  this  

project?

Do  we  need  outside  help?

How  do  we  best  highlight  results?

What  are  the  interdependencies? Project  sequencing?

What  is  the  risk  of  not  doing  this  

project?

Are  there  any  7ming  or  resource  

issues?

Who  will  own    con7nuous  

improvement?

?

Ques7ons  we  ask  the  team  before  star7ng

Page 18: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

How  do  you  map  the  journey  itself?    

Complete  data  gathering  

Conduct  interviews  with  employees,  mgt  and  customers

Capture  insight  from  all  touch-­‐points  (ethnography,  research  &  social  media)

Finalize  interview  list  &  data  gathering  targets

We  help  at  every  juncture  of  the  process: Data  Gathering

Page 19: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

How  do  you  map  the  journey  itself?    

Overlay  other  relevant  informa7on  based  on  business  objec7ves

Refine  map  &  iden7fy  poten7al  problem  areas

Dra`  ini7al  map  and  add  in  informa7on

Set  map  parameters  based  on  customer  path  to  purchase

We  help  at  every  juncture  of  the  process: Crea7ng  the  Maps

Page 20: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

How  do  you  map  the  journey  itself?    

Validate  the  customer  story  by  showing  the  journey.  Discuss  in  breakout  sessions  with  different  internal  teams

Review  recommenda7ons  and  focus  on  largest  pain  points.  Priori7ze  list  and  iden7fy  future  state.

Compare  employees  versus  customers.  Discuss  pain  points  and  moments  of  truth.  

Review  map  with  team  for  opportuni7es  and  threats.  Look  for  gaps  &  unusual  results.  

We  help  at  every  juncture  of  the  process:  Outputs  and  Valida7on

Page 21: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

How  do  you  ideate  and  prioriBze  opportuniBes  generated  during  journey  mapping?    

21  

The  tool  set  helps  to  organizes  findings  and  recommenda7ons

Page 22: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

How  do  you  ideate  and  prioriBze  opportuniBes  generated  during  journey  mapping?    

We  put  it  into  a  format  that  supports  priori7za7on

Page 23: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

How  do  you  ideate  and  prioriBze  opportuniBes  generated  during  journey  mapping?    

23  

The  priori7za7on  process  cumulates  in  a  Roadmap

Page 24: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

How  do  you  ideate  and  prioriBze  opportuniBes  generated  during  journey  mapping?  

Project  DescripBon  

DescripBon  of  the  iniBaBve  

Dependencies  

Prerequisite

Resources  

•  Resource  name  1  •  Resource  name  2  •  Resource  name  3  

Benefits  

1.  Step  1  2.  Step  2  3.  Step  3  4.  Step  4  5.  Step  5  

Key  ImplementaBon  Steps  

Impact/Feasibility  }  Based  on  PrioriBzaBon    

Expected  DuraBon  

}  From  Roadmap  

Expected  Costs  

}  EsBmate  

24  

Each  Roadmap  ini7a7ve  has  a  suppor7ng  charter

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©2014  suitecx  –  ConfidenBal  

¨  DocumentaBon  of  each  interacBon  point  

¤  Wide  variety  of  emo7onal/ra7onal  data  points

¤  Holis7c  view  of  the  company,  employee  &  customer  experience  

¤  Flow  across  the  path  to  purchase

¨  Clear  presentaBon  of  what's  working  –  what's  not  –  why  not  

¤  Data  driven  specifics

¤  Gaps  and  opportuni7es  between  each

¤  Barriers  to  conversion

¤  Revenue  Accelera7on

¨  Strategic  insights  ¨  AcBonable  tacBcs  ¨  CollaboraBve  planning  vehicle  

¨  Engagement  of  key  stakeholders  across  divisions  and  business  units  

¨  Improved  adsorpBon  of  informaBon  ¨  Forum  for  breaking  down  silos  

¤  Realiza7on  that  customers  view  and  experience  the  whole  brand  and  not  divisions  or  business  units

¤  As  such,  need  for  greater  collabora7on  and  coordina7on  where  customers  are  cumng  across  different  parts  of  the  organiza7on

¨  RaBonalizaBon  of  company,  employee  and  customer  needs  

¨  EmoBonal  buy  in  through  visual  storytelling  

How  do  you  embed  journey  mapping  within  the  organizaBon?    

INTANGIBLE TANGIBLE

Once  companies  understand  the  renewable  benefits  of  mapping  they  make  it  a  part  of  con7nuous  improvements  programs

Page 26: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

How  do  you  track  the  progress  they  are  making  as  a  result  of  the  journey  mapping  

26  

Each  map  has  mul7ple  levels  of  sta7s7cs  and  metrics  that  can  be  saved  and  compared

Page 27: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

Do  you  update  their  journey  maps  regularly  to  reflect  progress,  changing  needs?  

27  

Yes,  they  clone  them  and  then  update  them  to  reflect  changes/improvements/innova7onal

Mul7-­‐media  roll  up

Story  roll  up

Page 28: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

Do  you  update  their  journey  maps  regularly  to  reflect  progress,  changing  needs?  

28  

Yes,  they  annotate  them  and  then  update  them  to  reflect  changes/improvements/innova7on

Page 29: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

What  stakeholders  are  involved  in  journey  mapping?    

• We  have  found  that  the  broader  the  cast  for  a  project  that  is  transformaBonal,  the  more  likely  it  is  to  succeed.  

• In  the  same  vein,  for  change  management  and  key  insights,  we    like  to  have  stakeholders  at  each  level  inBmately  involved  in  the  project.    TransformaBon  is  difficult,  if  not  impossible  without  clear,  vocal  leadership  support.  

• Our  typical  project  has  the  following  roles/responsibiliBes  • Governance  Team/Key  Leadership

• Key  Stakeholders • Day  to  Day  Working  Team  with  representa7ves  from  Sales,  Marke7ng,  HR,  IT,  Opera7ons,  Service  as  well  as  Voice  of  the  Customer  (surveys  or  directly)

• Ad  Hoc  SME’s  and  3rd  Party  Providers

Note:  A  benefit  of  the  toolset  allows  for  people  to  annotate,  comment  and  par7cipate  even  if  they  are  not  able  to  be  involved  day  to  day  or  are  remote.

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©2014  suitecx  –  ConfidenBal  

How  effecBve  a  tool  has  journey  mapping  been  in  the  work  you  do  with  clients?    

• Journey  mapping  and  the  resulBng  Roadmaps  that  result  from  them  have  been  instrumental  in  many  ways:  • Increasing  revenue  directly  by  elimina7ng  barriers  to  purchase  or  repurchase

• Shortening  path  to  purchase • Correc7ng  ineffec7ve  or  nega7ve  touches • Visualizing  complex  data  from  mul7ple  sources

• Iden7fying  barriers  to  reten7on • Enhancing  engagement  and  advocacy

• Enabling  a  company’s  ability  to  hear  and  act  upon  the  voice  of  your  company,  customer  and  employees  

• Create  targeted,  personas  driven  contact  strategies  and  plans • Develop  evidence  based  business  cases  and  plans

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©2014  suitecx  –  ConfidenBal  

Do  you  have  a  common  type  of  journey  map  and  format  you  use?    

• No,  we  find  that  each  client  has  a  disBnct  need  for  visualizaBon  and  though  many  like  ‘storytelling’,  even  those  views  can  be  quite  varied.      Some  examples  follow  over  the  next  five  slides.  

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Page 32: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

Case  Study  -­‐  NaBonal  membership  based  organizaBon  

§  2015  planning  will  include  new  programs  and  processes  §  AddiBonal  mapping  projects  underway  to  fine  tune  experience  for  different  personas  and  interest  groups  

§  Mapped  touches  as  is  by  mul7ple  views  as  compared  to  DMA  standards §  Created  customer  journeys  for  top  customer  ‘jobs’  and  interests  to  ID  reason  for  joining,  renewing,  MOT’s  and  Pain  Points §  Developed  different  scenarios  for  customer  personas  and  touch  op7ons  to  becer  op7mize  experience  and  resul7ng  renewal §  Created  several  new  member  and  renewing  member  programs  integrated  across  departments

Client  experiencing  downturn  in  renewals  for  membership Dona7ons  and  pledges  decreasing

Strategy  team  concerned  about  ability  to  acract  and  retain  new  members  who  increasingly  eschew  ‘joining’  organiza7ons

Realized  that  ‘engagement’  may  not  mean  touches  –  needed  to  see  what  that  meant

Departments  were  not  coordina7ng  touches  or  messaging

Members  gemng  

Challenge/Opportunity

Results

Approach/Solu7on

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©2014  suitecx  –  ConfidenBal  

Napa-­‐wide  Agribusiness  Customer  DiagnosBc/Touchmap  

§  Immediate  improvement  in  Sales/MarkeBng  relaBonship  leading  to  higher  uBlizaBon  of  each  other’s  capabiliBes  §  SegmentaBon  schema  adopted  to  help  manage  sales  resources  and  drive  lead  nurturing  email  programs,  training,  events  §  New  SAP  soluBon  design  in  blue  print  phase    §  Assetlink  DAM  system  implemented  §  Prototype  Program  taken  to  Europe  and  South  America    

§  Organiza7onal  assessment  across  Sales,  Marke7ng  and  Service  to  determine  gaps  in  CRM  efforts §  Created  Touchmap  to  fully  understand  grower  through  retailer  and  distributor  journey §  Developed  ini7a7ves  to  close  gaps  (OPIT)   §  Developed  requirements,  RFP’s  and  managed  bid  processes  for  SFA,  MRM,CRM  solu7ons §  Developed  Sales  and  Marke7ng  Training  for  Segmenta7on  and  1:1  Marke7ng  concepts

Client  had  several  failures  to  launch  CRM  programs Sales/Marke7ng  not  in  agreement  on  how  to  proceed

Realized  technology  plan  would  not  work  without  a  Go-­‐to-­‐Market  Strategy  and  clearer  understanding  of  Marke7ng/Sales  Needs/Objec7ves  Business  Requirements

Concern  about  aliena7ng  Resellers  kept  them  from  collec7ng  relevant  end  user  data    -­‐  Sales  and  Marke7ng  o`en  blind  in  trying  to  create  lead  nurturing  programs

Challenge/Opportunity

Results

Approach/Solu7on

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©2014  suitecx  –  ConfidenBal  

Customer  experience  improvement    

§  Immediate  improvement  of  revenue  due  to  decreased  drop  off  §  Improved  experience  comments/survey  results  §  Drove  business  case  for  markeBng  automaBon  tools  

§  Conducted  company-­‐wide  diagnosBc  with  PaBent,  Employee  and  InsBtuBonal  inputs  §  Created  Experience  Map  to  fully  understand  paBent  journey  §  Developed  iniBaBves  to  close  gaps  (OPIT)    §  Developed  requirements,  RFP’s  and  managed  bid  processes  for  markeBng  automaBon  soluBon  §  Developed  Sales  and  MarkeBng  Training  for  SegmentaBon  and  1:1  MarkeBng  concepts  

Client  experiencing  growing  pains    Focus  on  acquisiBon  lep  PaBents  feeling  neglected  

Needed  a  customer-­‐centric  data  and  markeBng  automaBon  soluBon  to  beser  track  and  retain  current  PaBents,  deliver  triggered  campaigns  and  monitor  likelihood  to  churn  

Needed  to  drive  automaBon  and  consistency  across  mulBple  storefronts,  online  and  across  communicaBons  channels  

Challenge/Opportunity  

Results  

Approach/SoluBon  

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©2014  suitecx  –  ConfidenBal  

B2B  Buyer  Journey  and  Analysis  

Challenge/Opportunity

Results §  Leadership  saw  the  level  of  complexity  of  the  different  cons7tuents  and  were  able  to  develop  addi7onal  strategies §  Map  now  being  used  to  deepen  understanding  of  rela7onships  across  LOB’s  as  well  as  customers §  Salesforce  tool  being  mapped  to  different  use  cases  based  on  insights §  Communica7ons  now  being  mapped  more  closely  to  derive  addi7onal  insights

Approach/Solu7on §  Through  interviews  of  all  Ins7tu7on/Employee/Customers  created  a  complex,  mul7-­‐faceted  buyer  journey  map §  Highlighted  pain  points,  moments  of  truth  and  key  interac7on  points  for  use  in  crea7ng  Salesforce.com  processes §  Iden7fied  opportuni7es  to  improve  rela7onships  with  Eye  Care  Professionals  in  many  different  ways

Eye  Care  Professional/Op7cs  division  of  VSP  desired  to  move  towards  more  sales/marke7ng  automa7on  but  didn’t  understand  buyer  journey

Complex  set  of  influencers  and  buyers  made  development  of  a  set  of  use  cases  and  programs  difficult  without  customer  insight

Business  wanted  to  start  to  message  customers  with  the  right  type  of  message,  appropriate  7ming  and  offers

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©2014  suitecx  –  ConfidenBal  

SegmentaBon  and  precision  markeBng  plan  

Challenge/Opportunity

Results §  New  program  very  successful §  Added  new  email  marke7ng  capabili7es  (staff  and  technology)  to  leverage  knowledge §  Increased  sales  star7ng  to  build

Approach/Solu7on §  Completed  a  full  segmenta7on  study  including  all  facets  of  data §  Iden7fied  top  3  segments  with  highest  Life7me  Value  and  further  researched  needs/behavior  online  and  offline §  Blended  with  Deluxe  segmenta7on  data  to  ID  cross  over  sales  opportuni7es §  Developed  a  buyer  journey  and  buyer  personas  

Mid-­‐sized  division  of  Deluxe  prints  focusing  on  business  prin7ng  needed  a  more  focused  growth  and  upsell/cross  sell  capability

No  clear  understanding  of  what  was  working  (not  working)  on  online  path  to  purchase Wanted  best  prac7ces  for  email  revenue  li`

Precision  Marke7ng  to  improve  sales  without  increasing  marke7ng  budget  sign Wanted  to  incorporate  parent  company  segment  knowledge

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©2014  suitecx  –  ConfidenBal  

Do  you  have  a  common  type  of  journey  map  and  format  you  use?    

•  No,  Customer  experience  maps  have  many  opBons:  

•  Simple  templates  to  present  a  7me  based  customer  interac7on  ‘story’  to  help  bring  it  to  life.

•  More  complex  templates  to  present  customer  story  as  well  as  company  process  to  ID  gaps  or  issues  affec7ng  customer  experience

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©2014  suitecx  –  ConfidenBal  

Do  you  have  a  common  type  of  journey  map  and  format  you  use?    

• Flow  chart  views  are  good  for  drill  downs  and  scenario  planning  • Block  and  text  views  with  picture,  video  or  direc7onal  info  can  present  variable  informa7on.

• They  also  are  databases  which  can  hold  addi7onal  informa7on/data

• Flow  charts  give  you  another  dimension  to  present  paths  to  purchase,  cri7cal  paths  or  cross  channel/organiza7on  flows • Can  be  used  to  present  six  sigma  or  lean  sigma  flows

• Can  be  used  to  present  branching  or  decision  point  flows

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Page 39: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

Do  you  have  a  common  type  of  journey  map  and  format  you  use?    

39  

Story  elements  can  be  ‘rolled’  up  for  big  picture  visuals

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©2014  suitecx  –  ConfidenBal  

Do  you  have  a  common  type  of  journey  map  and  format  you  use?    

• An  ‘inventory’  of  all  touches  is  a  basis  of  analysis  to  ID  ALL  touches  • Can  be  arrayed  by  lifecycle  or  weeks  in  year • By  Organiza7on,  or  Channel  or  other  ‘rows/swim  lanes’

• Allows  for  back  highlights  to  provide  added  dimensions

• All  7tles  can  be  configured  on  screen • Simple  selec7on  and  build  out  of  touches  using  pre-­‐configured  icons  and  basic/advanced  edit  capability

• Can  be  filtered  and  saved  to  ID  any  element

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©2014  suitecx  –  ConfidenBal  

Outbound  90%

Inbound  10%

Interac7ve  0%

Do  you  have  a  common  type  of  journey  map  and  format  you  use?    

Current  touch  stats  

Ideal  State  

Inbound  30%

Interac7ve  25%

Trigger  30%

Outbound  15%

• The  grid  view  is  useful  to  display  informaBon  holisBcally  • Total  number  of  touches  over  7me  to  determine  spam  or  touch  fa7gue  issues

• Quick  view  of  what's  working  –  what's  not • Touches  at  key  rela7onship  juncture  –  are  you  was7ng  money  with  overlapping  messages

• Timing

• Cadence • Channel  over/underlap • Departmental  messaging  gaps/overlaps

• Saved  for  future  use  for  stories,  contact  strategies  etc.

Page 42: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

Consumer  Mapping

What  kind  of  obstacles  to  effecBve  journey  mapping  do  you  come  across?    

42

Mapping  only  outbound   Does  not  address  the    whole  customer   Experience.  Omits  ini7a7on  points  as  

Well  as  feedback  loop.   Solu&on:  Map  ALL  interac&ons  to  get  a  

full  picture

No  clear  view  of  outcomes   Interes7ng  collec7on  of  facts  that  

are  not  ac7onable.  No  understanding  of  how  they  connect.

Solu7on:  Focus  on  ac7onable  insights  and  the  ini7al  objec7ves  .    

Organiza7onal  Alignment   Need  the  full  coopera7on  and  access  to  the  staff  across  the  organiza7on  to  be  sure  the  right  informa7on  is  collected  

and  shared. Solu7on:  Be  as  deep  and  wide  as  possible  

Process  Only  Maps    Provides  lots  of  data  but  no  real  insight  into  the  emo7ons  of  the  employees  or  customers  

limi7ng  ac7onable  insights.       Solu7on:  Be  sure  to  add  emo7onal  inputs,  ethnographic  research  and  VOC  /VOE.    

Common  Pisalls  of  Customer  Experience  Mapping

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©2014  suitecx  –  ConfidenBal  

What  kind  of  obstacles  to  effecBve  journey  mapping  do  you  come  across?    What  are  your  strategies  for  overcoming  those?  

Obstacle:  • Losing  the  forest  for  the  trees.    Some  people  get  so  deep  into  the  data/issues  that  they  cant  see  bigger,  more  impacuul  paserns.  SoluBon:  • Help  them  see  the  bigger  paserns  and  issues  that  float  to  the  top.    Simplify  iniBal  maps  or  hide  elements  for  those  lost  in  the  weeds.  

Obstacle:  • Gevng  leadership  support  –  too  busy    or  not  aligned  –  this  can  be  a  death  toll  for  a  project  SoluBon:  • Get  peers  to  pull  leader  into  the  mix  and  show  where  she/he  can  get  value  

Obstacle:  • Skills  of  team  may  not  be  adequate  to  support  project  –  staff  doesn’t  know  how  to  approach  a  project  SoluBon:  • Train  them  and  educate  them  through  helping  them  visualize  small  parts  of  the  whole  

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©2014  suitecx  –  ConfidenBal  

What  skills  and  tools  do  you  have  to  bring  to  the  table,  do  you  find  missing  when  you  journey  map  with  clients?    

Any  technology  sBll  needs  to  have  a  strong  team  behind  it  –  either  client-­‐side  or  supported  by  a  partner  

Technology  allows  you  to  becer  express  your  findings

It  shortens  the  7me  to  present  different  views  and  opinions

It  doesn’t  imbue  any  knowledge  or  experience  –  that  comes  from  you

It  helps  share,  collaborate  and  present  your  insights  and  best  prac7ces  up  and  

down  the  corporate  ladder

Provides  company  knowledge

Provides  innova7on

Has  a  vision  of  what  they  want  to  achieve

Pulls  in  best  prac7ces  and  achievable  improvement  

Knows  the  right  ques7ons  to  the  right  people  to  uncover  opportuni7es

Technology   Team

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©2014  suitecx  –  ConfidenBal  

Let you see exactly where and when

customers experience

satisfaction or pain points, moments of

truth and who is most impacted and how it affects your

bottom line

Present data/ metrics as well as the

effectiveness and value of targeted

member and prospect interactions

Support prioritization to highlight what’s most

important’ to your customers, and

understand what creates or detracts from value & drives

loyalty

Present how actions,

offers, redemption, accumulation affect

members

Show how operations and processes in

one area impact the entire organization

Benefits  of  visualizing  the  experience  

Allows for collaboration and sharing to get everyone on the same page to:

and form the basis of a longer term strategic plan to build customer value

Page 46: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

Tips  For  EffecBve  Journey  Mapping  

• Put  customer  personas  (segments)  at  the  center  of  your  maps  to  ensure  that  you  understand  their  experience  and  can  arBculate  their  behaviors/needs  

• Capture  the  backstory  that  begins  before  you  enter  the  stage  

• IdenBfy  the  triggers  into  the  experience  (voluntary  or  propelled)  

• And  the  moBvaBons  triggering  progress  between  stages  

• Inventory  touchpoints  where  interacBons  occur  -­‐  physical,    virtual,  human  

Page 47: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

Tips  For  EffecBve  Journey  Mapping  

• People’s  behavior  is  acBvity  focused  –  document  it    

• Connect  the  dots  across  mulBple  touchpoints  

• Highlight  thoughts  and  feelings  at  each  interacBon  

• Capture  quesBons  running  through  a  persona’s  mind  

• Highlight  barriers  and  points  of  pain  that  block  movement  to  next  step  

• Visualize  emoBonal  highs  and  lows,  ‘moments  of  truth’  

• Be  on  the  lookout  for  hidden  gems  

Page 48: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

A  customer  journey  map  starts  from  the  customer’s  star7ng  point,  mo7va7ons,  and  desired  outcomes  rather  than  the  company’s

Allows  for  the  inclusions  of  customer  emo7ons  and  tells  a  story

Supports  “art  meets  science”

Can  visualize  a  broad  range  of  insights,  benchmarks,  data

Doesn’t  follow  a  strict  set  of  rules  (Six  Sigma)  though  it  CAN  incorporate  them

A  framework  and  set  of  guiding  principles  rather  than  a  rigid  and  inflexible  process

How  is  customer  journey  mapping  different  than  process  improvement?  

Page 49: Frequently asked questions about customer journey mapping

About  us  

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Page 50: Frequently asked questions about customer journey mapping

©2014  suitecx  –  ConfidenBal  

Suitecx  Leadership  Team  

Valerie  is  a  strategist  and  market  development  manager  with  more  than  20  years  of  diverse  experience  delivering  bocom-­‐line  results.  She  heads  a  marke7ng  and  customer  experience  management  consultancy  that  focuses  on  coaching  firms  for  both  strategy  and  tac7cal  execu7on.  Her  areas  of  exper7se  include  go-­‐to-­‐market  strategy,  precision  marke7ng,  demand  genera7on,  customer  journey  mapping  and  CRM/Marke7ng  Automa7on  selec7on  and  management.

Valerie  Peck,  CEO  

Michael  Hill,  CTO

Anne  Cramer,  COO

Michael  is  a  passionate  and  detailed  senior  level  manager,  product/service  developer  and  technical  strategist.  Michael  has  over  25  years  of  PMO  experience  in  Technology,  Construc7on  Technical  Services,  Technology  Manufacturing,  Start-­‐ups,  Government  and  Not-­‐For-­‐Profits.  Tackling  projects  large  and  small  and  managing  teams  of  up  to  64  members  and  budgets  of  up  to  14  million;  Michael  has  delivered  many  business  cri7cal  solu7ons  and  strategic  plans.

Anne  is  a  seasoned  strategy  and  management  consul7ng  professional  with  deep  exper7se  in  crea7ng  and  implemen7ng  data-­‐driven,  customer-­‐centric  business  strategies.  She  is  a  specialist  in  managing  large-­‐scale  projects  around  technology  implementa7on,  process  improvement,  acquisi7on  and  reten7on  strategies.  She  has  strong  process  and  user  experience  focus.  Anne  has  led  projects  and  managed  teams  in  a  variety  of  industries  including  gaming  and  entertainment,  retail,  financial  services,  health  care,  and  technology  in  the  United  States,  Europe  and  other  interna7onal  markets.

Recognized  for  more  than  20  years  as  one  of  the  leading  authori7es  on  customer-­‐focused  rela7onship  management  strategies,  Dr.  Martha  Rogers,  Ph.D.  is  an  acclaimed  author,  business  strategist  and  a  founding  partner  of  Peppers  &  Rogers  Group,  the  world's  premier  customer-­‐centric  consultancy.  An  adjunct  professor  at  the  Fuqua  School  of  Business  at  Duke  University,  Dr.  Rogers  is  the  co-­‐director  of  the  Duke  Center  for  Customer  Rela7onship  Management.  

Martha  Rogers,  PhD,  Chair  Board  of  Directors

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©2014  suitecx  –  ConfidenBal  51  

DRIVES  IMPROVEMENT it  allows  for  priori7za7on  based  

on  cost,  feasibility  and  importance  to  the  customer,  

providing  the  business  case  and  project  management  founda7on  

to  push  customer-­‐driven  ini7a7ves  forward  in  the  

organiza7on.

COLLABORATIVE   We  don’t  “do  it  for  you”,  we  “work  

with  you”  and  adapt  to  your  environment

Organiza7onal  Effec7veness Collabora7on  is  not  just  a  buzz  word.  This  so`ware  allows  mul7ple  users  to  collaborate  on  a  mapping  

exercise.    Individual  departments  can  be  responsible  for  their  own  customer  experience,  and  they  can  also  be  held  accountable  when  that  experience  overlaps  with  

other  efforts.

Game  Changing  Design

Our  so`ware  allows  for  mul7ple  users  in  a  company  to  conduct  

their  own  mapping  exercise,  using  a  living  tool  that  can  be  used  on  an  ongoing  basis  to  help  guide  the  business  in  a  customer  centric  

manner

QUICK  WINS    &

LONG  TERM  IMPACT

We  understand    the  need  to  put  wins  on  the  board

INNOVATION

We  were  at  the  incep7on  of  customer  experience  

mapping

HOLISTIC  RECOMMENDATIONS People,  Process,  Data,  Technology  &  Change  

Management

WYSIWYG We  won’t  bait  with  experience  and  

switch  to    junior  teams

SUSTAINABLE  KNOWLEDGE

We  aim  to  build  self-­‐sufficiency  in  our  clients  and  

broaden  the  Customer  Experience  discipline

Its  not  a  job  –it’s  our  

PASSION!

Our  Value  ProposiBon:  The  Right  Technology,  The  Right  Team  

Page 52: Frequently asked questions about customer journey mapping

suitecx.com  @custoholic  

Thank  You  

“Great  customer  experiences  o`en  exist  in  the  space  between  knowing  and  an7cipa7ng  needs.  Data  helps  with  both,  but  in  very  predictable  ways  (predictable  is  mostly  good  for  the  former,  not  the  lacer).  Intui7on,  on  the  other  hand,  might  as  well  be  the  most  undervalued  asset  in  business,  and  yet  is  what  makes  the  difference  between  simply  an7cipa7ng  needs  and  redefining  a  category.”        fastcompany