ux strat 2014: rich warnaka and dan saltzman, "using behavioral modeling to engage...

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Behavioral Modeling and its Strategic Application

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Post on 18-Dec-2014

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As retailers look to understand their customers, they often turn to tools like market segmentation and personas to better understand the different types of user groups within their target market. But this approach often overlooks the different stages a consumer goes through in making purchasing decisions. Behavioral Modeling seeks to construct a universal representation of behavior: information is collected on the context, social structure, previous experience and emotion of a behavior. This session explores why this approach was invaluable for Cabela's, where - working together with EffectiveUI - the company uncovered the different stages its customers went through as they shopped. By understanding these various phases of decision-making, the company identified some new opportunities to provide meaningful engagement during the process to help guide customers' decisions.

TRANSCRIPT

Page 1: UX STRAT 2014: Rich Warnaka and Dan Saltzman, "Using Behavioral Modeling to Engage Customers"

Behavioral  Modeling  and  its  Strategic  Application  

Page 2: UX STRAT 2014: Rich Warnaka and Dan Saltzman, "Using Behavioral Modeling to Engage Customers"

Agenda  

§ Why  Behavioral  Modeling?    §  How  has  Behavioral  Modeling  helped  give  strategic  focus?  

§  How  does  Behavioral  Modeling  compliment  other  user  research  methods?  

Page 3: UX STRAT 2014: Rich Warnaka and Dan Saltzman, "Using Behavioral Modeling to Engage Customers"
Page 4: UX STRAT 2014: Rich Warnaka and Dan Saltzman, "Using Behavioral Modeling to Engage Customers"

The  Problem  Growth  of  the  Direct  channel:  

 Total  Revenue  ~  $3.6  billion  Direct  Sales    ~  $1  billion    

 

Multi-­‐channel  Experience:  60  Retail  Stores  Cabela’s  CLUB  1.7  million  card  holders    

 

Data  rich  –  helps  explain  what  happens  

Little  understanding  of  why  it  happens  

Page 5: UX STRAT 2014: Rich Warnaka and Dan Saltzman, "Using Behavioral Modeling to Engage Customers"

Typical  Analytics  Based  Funnel  Visitors

Engaged  Visitors

Buyers

Purchase

Page 6: UX STRAT 2014: Rich Warnaka and Dan Saltzman, "Using Behavioral Modeling to Engage Customers"

Behavioral  Model  

Page 7: UX STRAT 2014: Rich Warnaka and Dan Saltzman, "Using Behavioral Modeling to Engage Customers"

Key  Learnings  

§  Shopping  is  not  a  linear  process  

§  Helped  to  uncover  other  roles  in  the  shopping  process  

§  All  behaviors  are  important  to  support  

Page 8: UX STRAT 2014: Rich Warnaka and Dan Saltzman, "Using Behavioral Modeling to Engage Customers"

Strategic  Value  of  Behavioral  Model  

A  framework  to  look  across  customer    touch  points  

Page 9: UX STRAT 2014: Rich Warnaka and Dan Saltzman, "Using Behavioral Modeling to Engage Customers"

Strategic  Value  of  Behavioral  Model  

A  lens  to  evaluate  our  site  structure  

Page 10: UX STRAT 2014: Rich Warnaka and Dan Saltzman, "Using Behavioral Modeling to Engage Customers"

Strategic  Value  of  Behavioral  Model  

A  foundation  for  other  research  initiatives  and  tools  

Discover Plan Commit Compare Share

Actions

Questions

Barriers

Page 11: UX STRAT 2014: Rich Warnaka and Dan Saltzman, "Using Behavioral Modeling to Engage Customers"

Behavioral  Model  Applied  to  Other  Research  Techniques  and  Deliverables  

Allows  a  model  driven  approach  for  contextual  inquiry    (Constantine  and  Lockwood  1999)  

Page 12: UX STRAT 2014: Rich Warnaka and Dan Saltzman, "Using Behavioral Modeling to Engage Customers"

Behavioral  Model  Applied  to  Other  Research  Techniques  and  Deliverables  

More  actionable  personas  

Hal  the  Hunter  

How  does  Hal  Discover  new  products?    Catalog,  online?    How  does  Hal  Share  about  products?    Write  a  review?    Word  of  mouth?  

Page 13: UX STRAT 2014: Rich Warnaka and Dan Saltzman, "Using Behavioral Modeling to Engage Customers"

Behavioral  Model  Applied  to  Other  Research  Techniques  and  Deliverables  

Foundation  for  Journey  Mapping  

Discover Plan Commit Compare Share

Actions

Questions

Barriers

Page 14: UX STRAT 2014: Rich Warnaka and Dan Saltzman, "Using Behavioral Modeling to Engage Customers"

It  doesn’t  end  with  the  behavioral  model  –  it  is  just  the  beginning…  

Page 15: UX STRAT 2014: Rich Warnaka and Dan Saltzman, "Using Behavioral Modeling to Engage Customers"

Questions?