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Journey Mapping with Post its

Brainstorming: Design Thinking vs. Science

This may not seem like a CX-related post, but bear with me a minute.

I attended a fabulous CXPA event on CX Day this week. Laurie Englert (full disclosure: she’s a client), the VP of Customer Experience at Legrand’s AV Division, shared how her team uses design thinking. We then applied those skills to strategize for Bike.MN. Nearly 100 CX enthusiasts focused together on helping Bike.MN build more business partnerships.

That said, there’s a central component to design thinking that bugs me: its brainstorming approach. As the facilitator (who wasn’t Laurie) shared, brainstorming in design thinking is an active exercise where you quickly put out ideas on Post-It Notes and then build on them with more ideas. This isn’t unique to last night’s presentation – whenever I encounter design thinking it involves this traditional out-loud approach to brainstorming.

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Celebrating #CXDay

I hope you had a terrific CX Day!  I really enjoyed the online content – if you didn’t get a chance to view it, I highly recommend going to www.CXDay.org for a chance to review them. Here in Minneapolis we had an amazing event, with over 80 participants learning about what to do when your customers are tired of talking to you (survey fatigue).

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Who Was There?

I posted earlier about local events at Wolters Kluwer and ShopHQ.  Today I have photos from two other celebrations – at UnitedHealthcare Medicare and Retirement and Allianz Life.

united-healthcare-logoOne of the UnitedHealthcare activities was a booth in their commons area. They engaged employees in quick conversations about grounding their decisions based on VOC and stressed the importance of plain and simple language in communications. They completed by asking for a commitment of what they will do to make the experience better for our consumers.  As Lisa Wilson, Senior Director of the Member Experience explained, “We aim to keep it fun, simple and impactful!”

They also hosted several of the CXPA webinars throughout the day. Lisa wanted to make sure I said, “Thank you to the CxPA for providing such a suite of opportunities to help us raise our game here at UHC!”  Below are two photos of their day – love the selfie!

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Allianz also had a great celebration.  I’ve posted about their strong communications program in the past, and it was evident on CX Day as always. They have televisions throughout their offices, and for this day they focused exclusively on customer experience topics. I’ve included one example below, which links to more of their posters. Because this is also Customer Service week, the rest of the week they are focusing on service, with numerous activities designed to engage and recognize employees who work in Operations, including in the Call Center.

Allianz CX Day Poster

Recap

Lastly, Director of Customer Experience Barbara Norrgard explained, “We also recently ran a contest where we asked people what they are doing to achieve our aspiration and we ran the article today.” Winners were announced to the entire company, celebrated for the impact they have on the customer experience.

So there you have it – two more excellent ideas you can use for next year.  We’re down to only 363 planning days before our next CX Day!

Getting “Buzzed” for CX Day

CX (Customer Experience) Day is only a few short weeks away.  If you want to learn more about the day, visit www.CXDay.org for more details.

A team of CXPA members has worked hard to create a “Buzz Kit” – everything you need to promote CX Day in one place.  It includes tent cards you can promote at your company, suggested tweets, and even a social media badge.  Check out the Buzz Kit for more details!

Add Measurements to Your Customer Experience Metrics

I led the “Developing Customer-Focused Metrics to Drive Your Customer Experience (B2B)” Unwound Sharing Session at last week’s CXPA Insights Exchange. This was a session where participants shared what’s working for them.

As we shared our best practices, one member pointed out how we were all focusing on metrics – questionnaire-based responses from customers. And sure enough, most of the debate revolved around whether to use Net Promoter Score, the Loyalty Index, satisfaction, or another survey-based metric.  This makes sense – we often have a budget for this type of work, and this is one of the few areas where the customer experience team may actually have some control.  So it’s what we typically use to gauge how our customer experience is doing.

And what’s wrong with that?  Nothing by itself. Except that these measurements can feel disconnected for your teams that are trying to deliver a great customer experience. Telling teams to improve their Net Promoter Score is equivalent of telling managers to make their employees happier.  Both are good goals, but neither gives any direction about how to do it. Read more

10 reasons I’m looking forward to the CXPA Insights Exchange

The CXPA’s Insight Exchange is coming up next month, and it will be great.  If you’re still on the fence about attending, here are ten reasons I’m looking forward to it:

10.  I’ll finally get to meet Annette Franz, the author of CX Journey.  She and I have spoken over the phone and email many times, but never actually met in person.

9.  Mara Bain is hosting a table at the Monday night happy hour for Minnesota attendees.

8.  Oracle’s keynote on their Customer Experience Journey should be terrific.  I’ve written about some of their CX work multiple times when I reviewed the Temkin CX Award Winners, including this article. Read more

Customer Journey Mapping Made Easy

I’m getting ready to speak at a conference next month on customer journey mapping.

Journey mapping is a topic I find myself spending a lot of time talking about. The biggest challenge with the topic is how it’s pretty much a wild west. While most customer experience folks know what I mean when I say “customer journey mapping,” it turns out that their internal definition is one of two very different things.

Two Approaches

  1. A research-based map of how customers experience your journey, including the touch points and moments of truth. This is how Forrester uses the phrase. I wrote a popular post on the topic here, which was also published as a white paper and a slideshare. I do a lot of research-based customer journey maps for my clients.
  2. An internal workshop to document your customer journey, also called a customer ecosystem map. This is how Oracle uses the term. While some involve customers in these workshops, in practice they’re often limited to employees. A number of my clients who do customer journey mapping use this method.

This was also the result when I hosted the CXPA journey mapping round table in December – while many companies do customer journey mapping, they typically do one or the other.

So, which one is correct? Of course, they both are. And I’ve found that combining the two, along with an initial hypothesis mapping workshop, is the key to really putting yourself in your customer’s shoes.

That’s what I’ll be discussing at the conference next month. I’ve put a slightly modified version of my journey mapping presentation out on slideshare – use this to help you integrate both types of customer journey mapping into your company.

The Metrics that Matter – Does Measuring Customer Satisfaction Pay?

Heart of the Customer's Customer Experience ModelWhat’s your top customer experience priority? If you’re like most of the 290 respondents to the Temkin Group’s survey of customer experience professionals, “customer experience measurement and metrics” are a big priority. 81% said they expect to put more effort into this area next year, with 79% putting more effort into “customer insights and analytics,” and 73% doing more around their “voice of the customer program.”

Effective metrics are central to a Customer Intelligence program, your first step in creating a great customer experience. This is the first of a series of articles to discuss popular relationship metrics and whether they might make sense for your business. We’ll start with that old standby, satisfaction.

In this series I’m focusing on relationship metrics – those once-a-year measurements that are not part of a transaction. Customer satisfaction is a great measurement to use when measuring a transaction or touch point – but when does it make sense to use it for measuring the strength of your customer relationship? Read more

Twin Cities Event: David vs. Goliath: Driving adoption of customer experience in your organization and making it stick

Join us at our upcoming CXPA event, where we discuss how to drive adoption of customer experience into your organization, and make it stick.  Remember that you need to register at http://cxpa.org/events/event_details.asp?id=412396&group= for the event – I hope we see you there!

Jim

 

David vs. Goliath: 
Driving adoption of customer experience in your organization and making it stick

Speaker: Sean Otto, Ph.D., Snr. Customer Satisfaction Analyst, Trane / Ingersoll Rand

Event Details: Are you looking for the tipping point in moving your organization to be more customer-centric? Come join us for an open conversation with CX professionals on things we’ve learned to better communicate, focus and energize your organization around the customer’s experiences. To start the conversation off, Sean Otto from Trane / Ingersoll Rand will share some examples of how a B2B company has changed 100 years of tradition to bring solid CX improvements to core processes and solid improvements in CX metrics. Blink and you might miss this great opportunity.

Cost: CXPA Members – FREE*
Non-members – $20

*CXPA members are eligible to bring 2 guests for FREE upon registering!

 

Customer Journey Map Round Table Review

I had the opportunity this week to host a CXPA round table on Best Practices on Customer Journey Mapping for B2B and B2C. We had great participation from a number of companies, including Fidelity, Thomson Reuters, and ServiceNow.

We discussed two very different meanings for the term, “Customer Journey Map:”

  • A research activity where you work with customers to understand the steps they take as they experience your journey, and the emotional impact of each step along the way. I wrote a white paper on the topic here.
  • A workshop where you bring members together to lay out the customer journey, often involving the people and systems that impact that customer journey. These workshops are also called Customer Ecosystem Map workshops, and I put together a SlideShare on the topic here.

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Customer Intelligence: Bring Your Customers to Life for Your Employees

RetailEmployeeI once met with a VP of Sales for a Fortune 25 company who argued, “We don’t need to learn about our customers. We just need to execute the plan.” It’s no surprise that, while they were the market leader, they also had the highest percentages of customers who closed accounts each year.  As a result the company’s revenues were growing slower than the rest of the market.

It’s easy to get caught up in executing the plan. We’re busy and taking the time to learn about customers cuts into our “productivity.” But if you don’t take that time, how do you know you’re doing the right thing?

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