customer journey mapping illustrating the big picture - mima summit 2013 - megan grocki

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Customer Journey Mapping: Illustrating the Big Picture Megan Grocki MIMA Summit 2013 Minneapolis, MN October 15

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Page 1: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

Customer Journey Mapping:

Illustrating the Big Picture

Megan Grocki

MIMA Summit 2013

Minneapolis, MN

October 15

Page 2: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

WHAT ARE WE GOING TO LEARN TODAY?

ê Understand how journey models can be used as a

component of an experience strategy to illustrate

relationships with “customers” and an

organization over time and across channels

ê Learn the steps in developing a journey model

ê Discover ways to socialize the journey models and

make them a part of your organization’s assets

Page 3: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

WHAT IS A JOURNEY MODEL?

WHAT DO THEY LOOK LIKE?

HOW DO I CREATE & USE IT?

Page 4: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

PERSONAS ARE

SNAPSHOTS OF

PEOPLE

FROZEN IN TIME

Page 5: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

PEOPLE

(USUALLY)

ARE NOT

FROZEN IN TIME

Page 6: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

the process of illustrating a complete story

centered on the relationship that unfolds over time

between an individual and a

system / service / product / brand / organization

JOURNEY MAPPING (OR MODELING) IS…

Page 7: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

WHY DO WE NEED JOURNEY MODELS?

Every day mediocre experiences are delivered

Organizations do not understand our customers, and

are unintentionally neglecting them

Internal politics trump customer needs

Put our systems/services/products in the context of

people and their lives

Page 8: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

WHAT DO WE MEAN BY ENGAGEMENT?

Page 9: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

TOUCHPOINTS

A point of interaction involving a specific

human need in a specific time and place

Comparing products

Paying a bill

Signing up for a service

Page 10: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

CHANNELS

A medium of interaction with customers

– where touchpoints occur

Website

Social media

Phone

Email

Page 11: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

CHANNELS

SINGLE CHANNEL Need CAN ONLY be fulfilled via ONE channel

CROSS-CHANNEL Need MUST be fulfilled using MORE THAN ONE channel

MULTI/OMNI-CHANNEL Need CAN be fulfilled on MANY different channels

à à

≈ ≈

Page 12: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

EXAMPLE OF AN

EXCEPTIONAL

OMNI-CHANNEL

EXPERIENCE?

Page 13: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

IF YOUR BRAND WERE A PERSON,

WHO WOULD THEY BE?

Page 14: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

MOMENT OF TRUTH

Interaction that leaves a lasting

impression often at the

touchpoint you can design for

Page 15: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

Page 16: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

JOURNEY MODELING IS A

KEY COMPONENT OF

DEVELOPING AN ELEGANT

EXPERIENCE STRATEGY

Page 17: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

OUTSIDE-IN, NOT INSIDE-OUT

Page 18: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

HOW DO THEY HELP YOUR TEAM?

Create strategic vision prior to design

Build consensus with stakeholders, showing

opportunities across the ecosystem

Identify key interactions to prototype and test

Page 19: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

WHAT IS A JOURNEY MODEL?

WHAT DO THEY LOOK LIKE?

HOW DO I CREATE & USE IT?

Page 20: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki Mad*Pow

Page 21: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki Mad*Pow

Page 22: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki Mad*Pow

Page 23: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki Mad*Pow

Page 24: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki Mad*Pow

Page 25: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki Mad*Pow

Page 26: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki Mad*Pow project

Page 27: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki Mad*Pow

Page 28: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki Mad*Pow

Page 29: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

SCAD student project

Page 30: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

Xplane

Page 31: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

EffectiveUI

Page 32: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

Maya

Page 33: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

Orange

Page 34: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

Orange

Page 35: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

Adaptive Path

Page 36: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

Mark Simmons

Page 37: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

Foviance

Page 38: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

WHAT IS A JOURNEY MODEL?

WHAT DO THEY LOOK LIKE?

HOW DO I CREATE & USE IT?

Page 39: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

GATHER CONTENT

DESIGN & ITERATE

SOCIALIZE & USE

Page 40: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

OUR FAVORITE RESEARCH METHODS

customer interviews

ethnography & contextual inquiry

customer surveys

customer support/complaint logs

web analytics

social media listening

competitive intelligence

Page 41: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

BUSINESS REALITIES

Skepticism of User-Centered Design

Stakeholder Influence

Time & Budget

Access to Participants

Page 42: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

RESEARCH INFORMS STRATEGY

SHOW stakeholders their customers’ behavior

Video

Photographs

Stories

Page 43: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

ACTIVITIES TO GATHER CONTENT

Review research

Identify timeline, touchpoint and channels

Empathy map

Lensed brainstorm

Affinity diagram

Page 44: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

ACTIVITY #1:

EMPATHY MAP

Page 45: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

Page 46: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

ACTIVITY #2:

BRAINSTORMING

WITH LENSES

Inspired by The Art of Game Design: A book of lenses, by Jesse Schell

Page 47: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

INFORMATIVE

Page 48: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

SOCIAL

Page 49: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

FUN

Page 50: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

ANY GOOD IDEAS?

Page 51: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

GATHER CONTENT

DESIGN & ITERATE

SOCIALIZE & USE

Page 52: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

MAPPING THE FUTURE EXPERIENCE

Timeline

Business goals

User expectations/wants/needs/emotions

Touchpoints & Channels

Opportunities for engagement

Other great ideas!

Page 53: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

ET VOILA! YOU’RE ON YOUR WAY…

Page 54: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

GATHER CONTENT

DESIGN & ITERATE

SOCIALIZE & USE

Page 55: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

KEEPING THE JOURNEYS ALIVE

Schedule periodic reflection and research, update the journey model

Continually involve key stakeholders

Shout from the rooftops

Display prominently in common work areas

Invite the personas and their journey models to meetings

Page 56: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

SOCIALIZE & USE

ê Who is your journey owner?

ê Who is consuming it? How often?

ê How are you getting/storing feedback?

ê What is your implementation plan?

ê When and how are you going to re-evaluate?

Temkin, B. (2010) "Mapping the Customer Journey" Forrester Research

Page 57: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

RECAP

Page 58: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

WHAT IS A JOURNEY MODEL?

Visualizing the relationship between an

individual and an organization over time

Page 59: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

Deliverables will vary based on

stakeholder preferences

Know YOUR audience

WHAT DO THEY LOOK LIKE?

Page 60: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

HOW DO I CREATE & USE IT?

Gather content

Design & iterate

Socialize

Page 61: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

MORE EXAMPLES & RESOURCES

http://pinterest.com/uxjam/journeys/

Page 62: Customer Journey Mapping Illustrating the Big Picture - MIMA Summit 2013 - Megan Grocki

#MIMASummit @megangrocki

THANK YOU

Megan Grocki

[email protected]

@megangrocki