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Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
Beyond Philosophy, LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
LinkingEmployeeandCustomerBehaviorThroughAmbassadorship
DrivingASuccessfulStakeholder-CentricCultureWithEmployeeCommitmenttotheCompany,theValue
Proposition,andtheCustomerPresentedby
ColinShaw,FounderandCEOMichaelLowenstein,PhD,CMC,ThoughtLeadershipPrincipal
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
BeyondPhilosophy&howwework…WEAREPRACTICALTHOUGHTLEADERS
WEACTASYOURGUIDEANDPARTNER
WEREDUCERISKANDINCREASEPERFORMANCE
OUREXPERIENCEINCUSTOMEREXPERIENCEISVAST
WEFOCUSONWHATWILLDRIVEVALUE($)FORYOU
SEASONEDCUSTOMEREXPERIENCETOOLS&METHODS
We take a scientific approach; we don’t just look at therational experience but also what drives human behavior- emotions, subconscious, behavioral economics andpsychology, and then mix this with a practicalimplementation. Thought leadership with real worldresults. Hence our name ‘Beyond Philosophy’
We’ll help you develop the strategy, guide the initiatives,and even train your CX team on our tools &methodologies. We do not wish to embed ourselves or be‘camped out’ in your organization.
We have a variety of proven tools and techniques to applyto your unique situation. We build a program aroundwhat will get you the best results. Through our vastexperience we know what works and what doesn’t.
We are the first operational CX consultancy and trainingcompany in the world. Since 2002, we have had thepleasure to serve many of the top organizations across theglobe.
We do not believe in ‘exceeding Customer expectations’ atevery point of contact. We do believe in identifying andfocusing on those aspects of your experience that willdrive the most value for you. To help achieve this we havethe world’s largest database of what drives Customeremotions.
With our vast experience we know what works and whatdoesn’t. We have evolved our tool set in practicalimplementation and these are proven to work. We can usethese on our engagement or we can train your people onhow to do this or a mix of both.
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
SomeofOurClientsProjectsHaveIncludedBothCustomerandEmployeeExperience
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
AboutthePresenter• ThoughtLeadershipPrincipalatBeyondPhilosophy• FormerlyEVPatMarketProbe,SVPatHarrisInteractive(Nielsen),SVP
atGfK/NOPWorld• Over35yearsmanagementandconsultingexperience;passionate
aboutstakeholderbehaviorandbrandmeasurement• M.B.A.inmarketing,organizationalmanagement• B.S.degreeineconomicsandmarketing• Ph.D.instrategy,programdevelopment,andprogrammanagement• Authorof250+articlesandwhitepapers,andseveralcustomer-centric
marketingbooks,including–– CustomerRetention(1995);TheCustomerLoyaltyPyramid(1997);
CustomerWinBack (2001),OneCustomer,Divisible(2005),and…– TheCustomerAdvocateandtheCustomerSaboteur:LinkingSocial
Word-of-Mouth,BrandImpression,andStakeholderBehavior(2011)– Newebooks/softcoverbooksonstakeholder-centricresearch,culture
andanalytics- CustomersInside,CustomersOutside(2014)andEmployeeAmbassadorship(2017)
– Top10ContentContributor– CustomerThink portal
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
TheRoleofPeople…WhyTheyCanBeSoCriticallyImportant
70%41%68%…ofcustomersLEAVEbecauseofpooremployeeattitude
…ofcustomersareLOYALbecauseofagoodemployeeattitude
…ofcustomerbrandperceptionisdeterminedbyexperienceswithPEOPLE
UKretailer:1%increaseinemployeecommitment=
9%increaseinmonthlysalesEnterpriseIG
Source:ParkingtonandBuxton,StudyoftheUSBankingSector,JournalofAppliedPsychologyy
Source:MCABrandAmbassadorBenchmark
Source:KenIrons,MarketLeader
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
Cultural Example: MBNA Employee Commitment Mantra(Charles Cawley Founded Bank in 1982/
Sold to Bank of America in 2006)
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
SeminalBooksonLinkageofCustomerandEmployeeExperience
“Companies are only fooling themselves when they believe that ‘The Customer Comes First.’ People do not inherently put the customer first, and they certainly don’t do it because their employer expects it. We’re not saying choose your people over your customers. We’re saying focus on your people because of your customers. That way, everybody wins.” – Hal Rosenbluth and Diane Peters
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
EMOTIONALBasedonTrust• Senseofpersonalrelationshipwithbrandorcompany• Reinforcedbyserviceexperiences• Supportedbycustomertouchpoints• Embeddedbymemory
RATIONALBasedonSatisfaction• Relationshipbasedonmeetingfunctionalexpectations• Reinforcedbyongoingperformancequality• Valueforthemoney(price/value)
RATIONALCONNECTION
EMOTIONALCONNECTION
DefiningRationalandEmotionalBondsForCustomers
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
EMOTIONALBasedonTrustandCommitment• Senseofpersonalrelationshipwithcompany• Participationandcontribution,beliefindirection• Alignmentwithcultureandvalues• Opportunitiesforadvancementandgrowth• Recognitionandreward• Accomplishment
RATIONALBasedonSatisfaction• Salaryandbenefits(includingtraining)• Safetyandenvironment• Opportunitiesforadvancementandgrowth
RATIONALCONNECTION
EMOTIONALCONNECTION
DefiningRationalandEmotionalBondsForEmployees
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
LinkageofStakeholderGroups• Customers whoactively(vocal,leveloffavorability,reducedconsiderationset,
etc.)expresstheirpersonalcommitmenttoasuppliercanbestronglypositive(advocates),neutral,ornegative(saboteurs).Levelofcommitmentandadvocacybasedontheirrationalandemotionalresponsetoexperiencesandrelationships.
• Employees,similarly,cansignificantlyimpactcustomerloyaltybehaviortowardtheiremployerthrougharangeofattitudesandbehaviorsonbehalfofthebrand,companyandcustomerintermsofemployerfavorabilitylevel(includingloyaltyfactors)andevidence/amountofinformalcommunicationabouttheemployer.Theseattitudesandbehaviors,likecustomers,canrangefromhighlypositive,toindifferent,tohighlynegative.
• Customerfactorsareproventodirectlyandindirectlyimpactemployeebehavior;employeefactorsdirectlyimpactcustomerbehavior
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
Implications for All Enterprises…
• Howdowemosteffectively…– Getsatisfiedandengagedemployees?– Buildonengagementtoreachambassadorship?– Alignourorganizationandprocessesaroundthe
customerandbecomemoreobsessivelystakeholdercentric?
– Recruit,mentor,train,reward,recognize,promote,retain,align,communicatewith,motivateemployees?
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
Where Is Much of the Corporate World?
Customer Experience
Employee Engagement
and Experience
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
CustomerExperience
Inconsistency
LackofPurpose
Gaps&Overlaps
ResultinaconfusedCX.
Internally,employeeshaveone
perceptionofvalue
delivery,andcustomers
haveanother..
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
Beyond Philosophy, LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
Customer-EmployeePerceptualGapProfiling
ACustomer-CentricityTwo-Sided‘Mirror’
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
MeasuringFinServ CustomerandStaffAlignment
0%
20%
40%
60%
80%
100%
Product, ServiceKnowledge
Interest in MyNeeds, Goals
Follow-through onProblems
Responsiveness Makes Me FeelPart of a Special
Group
Anticipates MyNeeds
Inspires My Trust Gets AnswersQuickly
Staff All Customers HNW Customers
Significantmisalignment
*Basedon%6/7performanceratingsona7-pointscale
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
PerceivedPerformanceGapProfileStaffvs SpecialEducationvs MainstreamSubjectAreas
HighPerformance*
SpecialEducation MainstreamStaff
70% 90%50%30%10%
*Basedon%high(5)performanceratingsona5-pointscale
1.Simplicityofmaterials2.Appropriatenessofmaterialsforreadinglevels3.Overallcost
4.Responsivenesstoservicerequests
5.Shipmentaccuracy
6.Rangeofmainstreammaterialsavailable7.Rangeofremedialmaterialsavailable8.Effectivenessinhelpingreachteachinggoals
9.Overallgraphiccontent10.Contemporarynatureofmaterial
11.Speedoforderdelivery
OverallPerformance
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
EmployeeMirroring:CustomerNeedImportancePerceptualGaps
RelativeImportanceOfIssue
.00 .10 .20 .30
Product Reliability
Tech Support
Customer Service
Product Features
CustomersEmployees
Actualvs.PerceivedCustomerNeeds
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
CustomerandStakeholder-FocusedDynamic:OptimizationandIntegration
Customer Experience
Employee Engagement
and Experience
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
Measures
Values
Behaviors
Brand CustomerExperience
EmployeeExperience
Culture
Communications
Consistency– moreefficient,savesmoney
UnifiedPurpose
ReduceGaps&Overlaps
Strength
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
ParaphrasingW.EdwardsDeming:Everyoneinthecompanymustunderstandtheirroleincustomerrelationships,andthisshouldbeevidenttothecustomeraswell.
• Whataretheexperienceswearetryingtodeliver?• Whatdeliveryelementsdrivemostvalue?• Howdowedesigndeliberate,positive,andmemorable
customerandemployeeexperiences?
CustomerExperience
EmployeeExperience
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
Vacationexperiences
Personalexperiences
SocialExperiences
Familyexperiences
Spiritualexperiences
Employeeexperiences
Customerexperiences
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
Whatdrivesvalue?
Whatexperiencearewegoingtodeliver?
Designnewexperience
Howdowemeasureourcustomers’experience?
Howshouldwemeasureouremployeebehavior?
Trainemployeeonbehaviors
Howcanwepredicthowourcustomerfeel&whattheywilldo?
Whatbehaviorshouldourcustomer&employeesdisplay?
Whatdrivesvaluefor
employees?
Defineemployeeexperience
Designemployeeexperience
Executetoimproveemployeeexperience
Measureemployeeexperience/customerfocus
CustomerExperience
EmployeedirectlyorindirectlyinteractingwithCustomer
EmployeeExperience
Whatisourexperienceliketoday?
Identifycustomerlikelybehavior-convertthisinto
ourdesiredemotions
ATrulyIntegratedApproach
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
DefinitionsofEmployeeResearchConceptsandMethods
• EmployeeSatisfactionandLoyalty – Identifiesemployeeattitudesandbehaviorsleadingtojobsatisfactionandemployerloyalty
• EmployeeEngagementandAlignment – Identifiesemployeeattitudesandbehaviorsleadingtoagreementwith,andbeliefin,overallcompanymissionandobjectives,aswellas‘fit’,oralignment,andproductivitywithinorganizationalculture
• EmployeeAmbassadorship – Identifiesthemostactivelevelofemployeecommitmenttothecompany’sproductandservicedeliverypromise,tothecompanyitself,andtooptimizingthecustomerexperience.Itislinkedto,butalsodistinctivefrom,thecoreproductivityandempowermentelementsofemployeesatisfaction,engagement,andalignmentresearchbecauseitsemphasisisbuildingcustomervalueandrelationshipsthroughemployeeinteraction.
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
CustomerCommitmentandAdvocacy
OptimizingCustomerExperienceandRelationships
LinkingCustomerandEmployeeCommitmenttoBusinessResults
StrongCorrelation/Causation
WeakandIntuitiveCorrelation/CausationCustomerLoyalty
TQandSatisfaction
CUSTOMER
RESEARCH
EMPLOYEE
RESEARCH
EmployeeCommitmentandAmbassadorship
EmployeeEngagementandAlignment
EmployeeSatisfaction&Loyalty
Now Now
1990’s 1990’s
1980’sandearlier 1980’sandearlier
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
ManyWaystoDefineEmployeeEngagementAnalysisconductedbyTheConferenceBoardin2006 showedthat,amongtwelveleadingengagementresearchcompanies,therewere26 individualkeydrivers,ofwhicheightwerecommontoall:- Trustandintegrity– Howwelldomanagerscommunicateand'walkthetalk‘?- Natureofthejob– Isitmentallystimulatingday-to-day?- Lineofsightbetweenemployeeperformanceandcompanyperformance– Do
employeesunderstandhowtheirworkcontributestothecompany'sperformance?- Careergrowthopportunities– Arethereopportunitiesforgrowthwithinthecompany?- Prideaboutthecompany– Howmuchself-esteemdotheemployeesfeelbybeingassociatedwiththeircompany?
- Coworkers/teammembers– Howmuchinfluencedotheyexertontheemployee’slevelofengagement?
- Employeedevelopment– Isthecompanymakinganefforttodeveloptheemployee'sskills?
- Relationshipwithone'smanager– Doestheemployeevaluerelationship(s)withmanager(s),andistheretrustandcredibilitybetweenthelevels?
Typically,littleornomention/inclusionof‘customer’,‘customervalue’or‘customerfocus’inmeasuresoranalysisemployeeengagement.Thoughcustomerexperience,andresultantbehavior,isoftenimpactedbyengagement,itismoretangentialthanpurposefulinnature.
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
BuildingOurFramework:TheTwoKeyComponentsofEngagement
CommitmenttoCompany- Commitmentto,andbeingpositiveabout,thecompany(throughpersonalsatisfactionandanexpressionofpride),andtobeingacontributing,andfullyaligned,memberoftheculture.
CommitmenttoValueProposition- Commitmentto,andalignmentwith,themissionandgoalsofthecompany,asexpressedthroughperceivedexcellence(benefitsandsolutions)providedbyproductsand/orservices
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
EmployeesThatScoreHighonCommitmenttotheCompanyandTheValuePropositionAreConsideredEngaged
Company ValuePropositionEngaged
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
TheThreeComponentsofEmployeeAmbassadorship
CommitmenttoCompany- Commitmentto,andbeingpositiveabout,thecompany(throughpersonalsatisfactionandanexpressionofpride),andtobeingacontributing,andfullyaligned,memberoftheculture.
CommitmenttoValueProposition- Commitmentto,andalignmentwith,themissionandgoalsofthecompany,asexpressedthroughperceivedexcellence(benefitsandsolutions)providedbyproductsand/orservices.
CommitmenttoCustomers- Commitmenttounderstandingcustomerneeds,andtoperforminginamannerwhichprovidescustomerswithoptimalexperiencesandrelationships,aswellasdeliveringthehighestlevelofproductand/orservicevalue.
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
EmployeesThatScoreHighonCommitmenttotheCompany,TheValueProposition,andtheCustomerAreConsidered
Ambassadors
Company
Customer
ValueProposition
Ambassador
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
Beyond Philosophy, LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
AllStakeholdersArePeople,AndActonEmotional,RationalandSubconsciousMemoryofExperience:
Applying(Customer)EmotionalSignatureSM toEmployeeExperienceandBehavior
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
RationalandConscious
EmotionalandSubconscious
EmotionalSignatureSM LooksatBothSidesoftheEmployeeExperience
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
Beyond Philosophy, LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
OurResearchConstruct:ExampleEmployeeEmotionalSignatureSM
DesignandActualStudyResults
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
SimplifiedEmployeeEmotionalSignatureSM Model:TrueDriversofEmployeeExperience/Commitment
Stimulus:theattributesoftheemployeeexperience
Response:Theinternalemotionalresponsetheemployerhas,oftensubconscious
Effect:Thevalueoutcomesthebusinessisinterestedinimpacting
What does the business and employee get as a
result?
What the employee does?
How do employees feel?
Divest
ProductAcquisition
Trust Valued
Frustrated NeglectedStressed
Cared for
Beliefinvalueofproducts/services
Beliefincompanygoals
Recommendationofcompanyasemployer
No effects on emotions or
value
HumanTouch • Via SEM modelling, we would be able to find which stimuli
touchpoints drive or destroy emotions and business value and quantify their effects.
• In the example here, the “Human Touch” touchpoint has a positive effect of 0.5 on Trust, Valued and Cared for. Those 3 emotions drive have a bigger positive effect on “Rent Again”than on “Ease of doing business”.
• “Product Acquisition”, however, in the example here drives negative emotions, which destroy “Recommendation”.
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
Beyond Philosophy, LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
Designing Core Employee Research Components
and Developing Key Analytics and Insights
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
Financial Services Client Employee Survey
37
• 503 Survey Completions
• High Response Rate, Drawn
from Three Locations
• 437 Desirability (Max-Diff)
Exercise Completions
• Conducted October, 2015
• Evaluation by Function, Level,
Location, Gender. Tenure, etc.
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
ClientEmployeeAttributes&Touchpoint Groupings(DevelopedviaWorkshop)
Cross-training opportunities help me provide better value to customersTraining received aligns with how I perform my job
My salary is on par with other companiesThe department is responsive to changing employee needs
I plan on making my career at companyImprovement ideas are implemented
I understand expectations for positions in which I’m interested
There is opportunity for career advancement
There is freedom to express ideasMy work contributes to company’s successI feel valued as a team memberI am proud to tell people I work in the department
I feel like I can be my true self at work My department uses employee feedback to make improvements
I enjoy coming to work This is the type of job in which I can feel a sense of personal accomplishment
I have involvement in decisions that affect my workI can make decisions to solve customer problems without asking for approval
Feedback and guidance are provided to help me improve personal performance
Selection process for promotions is fair and consistent
Feed
-bac
k &
Train
ing
Adva
ncem
ent
Oppo
rtuni
tyBo
ndin
gW
ork-
plac
e
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
ClientEmployeeAttributes&Touchpoint Groupings
I know how to use the tools made available to communicate with customersI know how to use the tools available to do my job
I’m a valued member of the teamMy leadership is approachable
Customer issue resolution is more important than production quotasThe department cares about customer perceptions
My manager cares about me as a person
I can trust my supervisor to direct my career path
The department has strong relationships with customersThe department is customer-focusedThe department has a clearly defined mission of creating customer valueThe department focuses on timely problem and/or complaint resolution
I have a clear understanding of the department’s mission, goals, and objectivesI contribute directly to the formation of the department’s customer-focused objectives
I am motivated to help the department be successfulI support the department’s long-term business initiatives
The department understands that employees can have an effect on customer loyalty behavior
I am dedicated to providing value to customers
Other departments have the same customer focus as my department
My leadership is committed to the same level of customer value as I am
Tool
sTe
amBu
sines
s Alig
nmen
tCu
stom
er F
ocus
Lead
ersh
ip
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
SurveyQuestion
•Overall, how satisfied are you with your job?• In the next year, how likely are you to continue working for
company?•How loyal are you to company?•How strong is your personal commitment to the success of the
organization?•How strong is your personal belief in the goals and objectives
of the organization?
ValueIndicator
EmployeeSatisfaction
EmployeeEngagement
•How frequently do you tell others how good the organization’s products and services are?
•How frequently do you tell others how bad the organization’s products and services are?
•How strong is personal belief that the organization’s products/services exceed customer expectations?
EmployeeCommitment
Data Provided by companyInternalAppraisalScore
Data Provided by companyEmployeeKnowledge
Data Provided by companyEase(EOC)
Data Provided by companyEmployeeTenure
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX0" 1" 2" 3" 4" 5" 6" 7" 8" 9" 10"
Other"departments"have"the"same"customer"focus"as"my"department"I"have"involvement"in"decisions"that"affect"my"work"
SelecDon"process"for"promoDons"is"fair"and"consistent"The"Customer"Service"Center"is"responsive"to"changing"employee"needs"
There"is"opportunity"for"career"advancement"I"enjoy"coming"to"work"
Improvement"ideas"are"implemented"I"feel"like"I"can"be"my"true"self"at"work"
My"department"uses"employee"feedback"to"make"improvements"My"salary"is"on"par"with"other"companies"
CrossKtraining"opportuniDes"help"me"provide"beLer"value"to"customers"This"is"the"type"of"job"in"which"I"can"feel"a"sense"of"personal"accomplishment"
I"am"proud"to"tell"people"I"work"in"the"Customer"Service"Center"There"is"freedom"to"express"ideas"
Training"received"aligns"with"how"I"perform"my"job"I"understand"expectaDons"for"posiDons"in"which"I’m"interested"
I"can"make"decisions"to"solve"customer"problems"without"asking"for"approval"I"feel"valued"as"a"team"member"
The"Customer"Service"Center"focuses"on"Dmely"problem"and/or"complaint"resoluDon"Customer"issue"resoluDon"is"more"important"than"producDon"quotas"
I"can"trust"my"supervisor"to"direct"my"career"path"I"contribute"directly"to"the"formaDon"of"the"Customer"Service"Center’s"customerK
I’m"a"valued"member"of"the"team"Feedback"and"guidance"are"provided"to"help"me"improve"personal"performance"
My"manager"cares"about"me"as"a"person"The"Customer"Service"Center"has"strong"relaDonships"with"customers"
I"plan"on"making"my"career"at"Aflac"My"leadership"is"commiLed"to"the"same"level"of"customer"service"value"as"I"am"
The"Customer"Service"Center"is"customerKfocused"The"Customer"Service"Center"has"a"clearly"defined"mission"of"creaDng"customer"value"
I"know"how"to"use"the"tools"made"available"to"communicate"with"customers"I"support"the"Customer"Service"Center’s"longKterm"business"iniDaDves"
My"leadership"is"approachable"The"Customer"Service"Center"cares"about"customer"percepDons"
The"Customer"Service"Center"understands"that"employees"can"have"an"effect"on"I"have"a"clear"understanding"of"the"Customer"Service"Center’s"mission,"goals,"and"
I"know"how"to"use"the"tools"available"to"do"my"job"My"work"contributes"to"Aflac’s"success"
I"am"moDvated"to"help"the"Customer"Service"Center"be"successful"I"am"dedicated"to"providing"value"to"customers"
Average""ALributes""RaDngs""Avios"Traders"How Employees Currently Rate Attributes of the Employee Experience
Prom
oterZon
e
PassiveZon
e
DetractorZ
one
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
Emotions:StartingwithaFoundationalUnderstanding…
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
0"
2"
4"
6"
8"
10"
Happ
y"
Pleased"
Trus4n
g"
Valued
"
Cared"For"
Safe"
Focused"
S4mulated
"
Energised"
Pampe
red"
Interested
"
Exploring"op
4ons"
Dissa4
sfied
"
Frustrated
"
Disapp
ointed
"
Irrita
ted"
Stressed
"
Unh
appy"
Neglected
"
Hurried"
Aflac"Employees" Overall"Customer"Business"Index"
EmotionalProfile:HowEmployeesFeelTowardsCompany
Very Strongly Felt
Not Felt at All
BESTCUSTOMERPERFORMERKE
Y
Advocacy Recommendation Attention Destroying
The Overall Business Index is based on Beyond Philosophy’s 2 year baseline study and subsequent B2B & B2C client work in Europe and USA in a variety of sectors. n=25 000 +
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
0"
2"
4"
6"
8"
10"
Happy"
Pleased"
Trus4ng"
Value
d"
Cared_
for"
Safe"
Focused"
S4mulated
"
Energized"
Pampe
red"
Interested
"
Exploring_op
4on
s"
Dissa4sfied
"
Frustrated
"
Disappo
inted"
Irritated"
Stressed
"
Unh
appy"
Neglected
"
Hurried
"
<"1"Year" 1"M5"Years" 10+"Years"
EmotionalProfile:Tenure<1Yearvs 1-5Yearsvs 10+Years
Very Strongly Felt
Not Felt at All
Advocacy Recommendation Attention Destroying
statisticallysignificantdifference•between<1yearand10+years(whenσonbottomofchart•between1-5yearsand10+years(whenσmiddleofchart)
σ σ σ σ σ σ σ σ σ σ σ σ σ σ σ σ σ σ σ
σσ
σ
σσ σ σ
After the “romancing” period of the first 11 months or so employees feel less positive and significantly more stressed and hurried.
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
IdentifyingValueofEmployeeExperienceElements(ThroughSEMModel)CanBeDoneByAttributeand/orCategory
Beyond Philosophy LLC© All rights reserved. 2001-2017www.BeyondPhilosophy.com
@ColinShaw_CX
PriorityValueOrderoftheEmployeeAttributes(viaSEM):
Relative Magnitude+
Desired by Employee Effect on Value
Other&departments&have&the&same&customer&focus&as&my&department&I’m&a&valued&member&of&the&team&
I&can&trust&my&supervisor&to&direct&my&career&path&My&manager&cares&about&me&as&a&person&
There&is&freedom&to&express&ideas&My&leadership&is&approachable&
Improvement&ideas&are&implemented&Training&received&aligns&with&how&I&perform&my&job&
My&leadership&is&commi>ed&to&the&same&level&of&customer&service&value&as&I&am&Cross@training&opportuniAes&help&me&provide&be>er&value&to&customers&
Feedback&and&guidance&are&provided&to&help&me&improve&personal&performance&I&understand&expectaAons&for&posiAons&in&which&I’m&interested&
My&work&contributes&to&Aflac’s&success&SelecAon&process&for&promoAons&is&fair&and&consistent&
The&CSC&cares&about&customer&percepAons&My&salary&is&on&par&with&other&companies&
The&CSC&is&responsive&to&changing&employee&needs&The&CSC&has&a&clearly&defined&mission&of&creaAng&customer&value&
There&is&opportunity&for&career&advancement&The&CSC&has&strong&relaAonships&with&customers&
The&CSC&is&customer@focused&The&CSC&focuses&on&Amely&problem&and/or&complaint&resoluAon&
Customer&issue&resoluAon&is&more&important&than&producAon"as&I&can&make&decisions&to&solve&customer&problems&without&asking&for&approval&I&know&how&to&use&the&tools&made&available&to&communicate&with&customers&
I&know&how&to&use&the&tools&available&to&do&my&job&I&support&the&CSC’s&long@term&business&iniAaAves&
I&contribute&directly&to&the&formaAon&of&the&CSC’s&customer@focused&objecAves&I&have&a&clear&understanding&of&the&CSC’s&mission,&goals,&and&objecAves&
I&am&moAvated&to&help&the&CSC&be&successful&The&CSC&understands&that&employees&can&have&an&effect&on&customer&loyalty&behavior&
I&feel&like&I&can&be&my&true&self&at&work&I&am&proud&to&tell&people&I&work&in&the&CSC&
I&have&involvement&in&decisions&that&affect&my&work&I&plan&on&making&my&career&at&Aflac&
I&feel&valued&as&a&team&member&This&is&the&type&of&job&in&which&I&can&feel&a&sense&of&personal&accomplishment&
My&department&uses&employee&feedback&to&make&improvements&I&enjoy&coming&to&work&
I&am&dedicated&to&providing&value&to&customers&
&Priority&Order&of&the&A>ributes&Series1& Series2&Current Rating
Conscious
Subconscious
Destroyers
Deception
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OverallEmployeeAttributeRatingsThePositives
Amongthetoptenattributescoresbyallrespondents,sixofthemwereinthecategoriesofCustomerFocusandBusinessAlignment:
CustomerFocus• Iamdedicatedtoprovidingvaluetocustomers• Theorganizationcaresaboutcustomerperceptions
BusinessAlignment• Iammotivatedtohelptheorganizationbesuccessful• Ihaveaclearunderstandingoftheorganization’s mission,
goals,andobjectives• Theorganizationunderstandsthatemployeescanhavean
effectoncustomerloyaltybehavior• Isupporttheorganization’slong-termbusinessobjectives
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OverallEmployeeAttributeRatings,contd.TheChallenges
EightofthebottomtenattributescoreswereinthecategoriesofAdvancement and Bonding.
Advancement• Mysalaryisonparwithothercompanies• Thereisopportunityforcareeradvancement• Thedepartmentisresponsivetochangingemployeeneeds• Selectionprocessforpromotionsisfairandconsistent
Bonding• Mydepartmentusesemployeefeedbacktomakeimprovements• IfeellikeIcanbemytrueselfatwork• Ienjoycomingtowork• Ihaveinvolvementindecisionsthataffectmywork
Theothertwoare“Improvementideasareimplemented” and“Otherdepartmentshavethesamecustomerfocusasmydepartment.”
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Tenure-RelatedIssues• Tenureappearstohaveasignificantimpactondegreeofemployee
commitment. AggregatedValueIndicatormeanscore:• <1years,scoreof23.26(usedasbase)• 1to5years,scoreof19.96(14%lower)• 5to10years,scoreof17.33(25%lower)• 10+years- 18.45(21%lower)
• Agealsoshoweddifferentiationasemployeesbecameolder(theyoungestgroupbeingquitehighinambassadorshipat21.95,andalloldergroupssomewhatlower),butnotasdramaticastenure.
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Tenure-RelatedIssues,contd.ThePositives
ValueIndicators• Loyaltytocompanyandpersonalcommitmenttocompanysuccesswerehigh,andremainedhighirrespective
oftenure• Personalbeliefingoalsandobjectivesandfrequencyoftellingothershowgoodcompanyproductsand
servicesarewerealsohigh;however,therewassomedeclinewithtenure.• Personalbeliefthatproductsandservicesexceedcustomerexpectationswerealmostasstrong,butshowed
moreevidenceofdeclineastenureincreased.
Attributes• Therewasrelativelystrongperceptionthatemployeesworkcontributestocompanysuccess,muchofwhich
wasfairlystableoverthetimeoftenure:– “Myworkcontributestocompanysuccess”,– “Iknowhowtousethetoolsavailabletodomyjob”– “Iamdedicatedtoprovidingvaluetocustomers”,
• AlloftheLeadership attributes,andmanyoftheCustomerFocusandBusinessAlignmentattributes,wereverypositiveamongneweremployees;buttheydeclinedovertenure,tothelowestlevelafter10+yearsofemployment.
• Interestingly,oneAdvancementattribute–“Iplanonmakingmycareeratcompany” – declinedafterthefirstyear,continuedtodeclineafterfiveyears,andrecoveredamongthoseemployeeswith10+years.
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Tenure-RelatedIssues,contd.TheChallenges
ValueIndicators• Bothjobsatisfactionandlikelihoodtocontinuebeingemployedatcompanywerelower
thanothervalueindicatorsandalsoshowedsignificantdeclinewithincreasedtenure
Attributes• Asageneralstatement,therewasatendencyformeanattributeratingstodeclinewith
increasedemployeetenure,insomecasesquitesignificantly.ThiswasespeciallytrueinTraining,Advancement,Environment,Team,and Leadershipattributecategories.
• Overrangeoftenurecoveredintheresearch,themostsignificantdeclinesinmeanratingswere“Selectionprocessforpromotionsisfairandconsistent”, Otherdepartmentshavethesamefocusasmydepartment”,and“Ihaveinvolvementindecisionsthataffectmywork.”
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RelevantandActionableEmployeeAmbassadorshipValidation
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EmployeeLoyalty*ByAmbassadorshipGroup
Saboteur Indifferent Ambassador Total
Low 61.0 3.2 0.0 19.8
Medium 38.5 84.3 27.3 61.9
High 0.5 12.5 72.7 18.3
Total 100 100 100 100
§ Overall, how would you rate your organization as a place to work? § If a friend or a family member were to consider applying for a job at your
organization, how strongly would you recommend it as a place to work? § I feel very loyal to my organization.
*PLSfactorofthefollowingthreemetrics:
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HowOftenSayGoodPlace/BadPlaceToWorkbyAmbassadorshipGroups
Saboteur Indifferent Ambassador Total
Rarely/Never 55.5 7.0 0.9 20.4
Sometimes-Very Often 42.4 63.6 13.4 49.6
Almost Always/Always 2.1 29.4 85.7 30.1
Total 100 100 100 100
GoodPlaceToWork
BadPlaceToWork
Saboteur Indifferent Ambassador Total
Rarely/Never 50.5 86.5 98.1 77.7
Sometimes-Very Often 42.3 13.0 0.7 19.8
Almost Always/Always 7.1 0.5 1.2 2.6
Total 100 100 100 100
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HowOftenSayGood/BadProductsandServicesbyAmbassadorshipGroups
Saboteur Indifferent Ambassador TotalRarely/Never 46.0 7.9 1.6 18.1
Sometimes-Very Often 50.3 65.7 20.1 54.1
Almost Always/Always 3.8 26.5 78.2 27.8Total 100 100 100 100
Saboteur Indifferent Ambassador TotalRarely/Never 64.9 88.9 97.3 83.1
Sometimes-Very Often 31.6 10.5 1.0 15.3
Almost Always/Always 3.5 0.5 1.6 1.6Total 100 100 100 100
GoodProducts/Services
BadProducts/Services
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NineEmployeeAmbassadorshipBestPractices
• Buildaclimateandcultureoftrustandauthenticity• Train,train,train(andcross-trainincustomersensitivityandvalue
proposition);embedcustomerexperiencerequirementsinalljobdescriptions
• Makecertaineveryonehasacareerpath;buildinCXelements• Providefrequentevaluations/contributionreviews• Seektoinform,seektodebrief,andbetransparent• Recognizeandrewardcustomer-focusedinitiative• Don’tjustaskemployeeswhattheywant,provideit• Byallmeans,havefun;applytechniquessuchasgamification• Hirethe‘right’employeesinthefirstplace
Source:CustomerWinBack,JillGriffinandMichaelLowenstein
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ConcludingThought“EveryHoneywellemployeeisabrandambassador.Witheachcustomercontact,andwheneverwerepresentHoneywell,wehavetheopportunitytoeitherstrengthenthebrandorcauseittolosesomeofitslusterandprestige.GenerationsofHoneywellemployeeshavebuiltourpowerfulbrandswiththeirhardwork,spiritofinnovation,passionforquality,andcommitmenttocustomers.IamcountingoneveryHoneywellemployeetocontinuethatlegacy.”
MessagefromDavidCole,FormerChairmanandCEOHoneywellInternational,Inc.August,2004tocompany’s120,000+employees
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BasedonAmbassadorship-CentricEmployeeEmotionalSignatureResearch,WhatActionsShouldCompaniesBeTaking?
• Employees,atalllevelsandinallfunctions,needtohaveathoroughunderstandingofwhatisimportanttocustomerssothattheiractionsmatchcustomerexpectationsandperformancerequirements.
• Employees’behaviorandexperienceneedstobealignedaroundpositivecustomerexperiencesandcustomerloyalty.
• Managementmustbuildprocesses,technology,training,reward,recognition,andorganizational/culturalpracticesthatsupportemployeesbeingabletooptimizecustomerexperience.
• Companiesshouldevaluatetheeffectivenessoflinkagemetricsassociatedwithdeliveringcustomervalue– financialandnon-financialperformance,addressingcustomerlifecycle,amountofcross-functionalcollaborationtosupportcustomers.
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Stakeholder-Related Publications and Contact Information…
MichaelLowenstein,PhD,CMCThoughtLeadershipPrincipal
BeyondPhilosophywww.beyondphilosophy.com
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Q&Atime– Sendusyourquestions
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Upcomingwebinars…
• WHERECUSTOMEREXPERIENCE(CX)MEASUREMENTGOESWRONGAugust22nd 2017- 11amEastern
• SECRETSREVEALED:THE7KEYSTRATEGICQUESTIONSCRITICALFORASUCCESSFULCX
• September21st 2017- 11am– Eastern• IntuitiveCustomerconversation–EveryotherMonday
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