ux strat europe, susanne van mulken: "lifting off from the ux plateau"

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Susanne van Mulken, Managing Director Strategy & Delivery UX STRAT Europe, Amsterdam, June 4 2015 LiFing off from the UX plateau Experiences with a new CX framework

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Susanne  van  Mulken,  Managing  Director  Strategy  &  Delivery

UX  STRAT  Europe,  Amsterdam,  June  4  2015

LiFing  off  from  the  UX  plateau  Experiences  with  a  new  CX  framework

1.  The  UX  plateau  

2.  LiFing  off:  with  a  CX  framework  

3.  Experiences  at  two  of  our  clients  

4.  Learnings  &  take  aways

2

1.  The  UX  plateau 3

Photo:  Wallhai

Age  of  the  customer  

Successful  by  inspiring,  engaging  customers  

“40%  higher  return  on  investment”

4

Photo:  LAUNCH.ed

5Anno  2005

• Pioneers  

• Evangelists  

• Short  term  focus  

• Problem  fixing

Photo:  NASA

6Anno  2010

• UX  teams  

• Focus  on  products  &  services  

• Digital  strategies  

• Customer  central

Photo:  The  Telegraph

7Anno  2015

• Bigger  teams  

• Be^er  user  experiences  

• Growth  in  projects,  

stakeholders  and  budgets  

• New  challenges

Photo:  ESA

Anno  2015

Challenges  menaoned  by  UX  managers:  

• Recruiang  the  right  talent  

• Professionalizing  UX  teams  

• Matching  UX  and  Agile  

• Posiaoning  UX  effecavely  in  the  organizaaon  

• Central  versus  distributed  content  management  organizaaon    

• Balancing  strategic  and  operaaonal  design  work

8

Organizaaonal  barriers         9

Ad  hoc  design

Inside-­‐out  thinking

Vision  opera7on  gap

Silos

External  challenges    

• Omni-­‐channel  

• Seamless  &  conanuous  experiences  

• Personalizaaon  

• Design  for  wearables  

• Adapave  design  

• Open  service  ecosystems

10

11Anno  2015

Photo:  ESA2000 2005 2010 2015 2020

How  can  you  liF  off  from  your  UX  plateau?

?

2.  LiFing  off  from  the  plateau 12

Foto:  PBS

Customer  experience  model

13

Customer Organizaaon

Marketin

gBrand

ServicesProd

ucts

Technology

Culture

StaffBusin

ess

Cust

omer

insig

htProcesses

14

Excellent  customer  experience

Customer  experience  excellence

Customer  experience  model

Marketin

gBrand

ServicesProd

ucts

Technology

Culture

StaffBusin

ess

Cust

omer

insig

htProcesses

CX  framework 15Strategic Tacacal Operaaonal2-­‐5  years  ameframe 1-­‐2  years  ameframe 0-­‐1  year  ameframe

Products  &  services

Brand  &  markeang

Technology

Customer  insights

Culture

Processes

Business

Staff

CX  vision  &  strategy CX  founda7on CX  excellence

CX  framework Strategic Tacacal Operaaonal2-­‐5  years  ameframe 1-­‐2  years  ameframe 0-­‐1  year  ameframe

Products  &  services

Brand  &  markeang

Technology

Customer  insights

Culture

Processes

Business

Staff

CX  vision  &  strategy CX  founda7on CX  excellence

16

Service design

Brand values

Customer segmentation

Architecture

CX  vision  &  strategy

CX  framework Strategic Tacacal Operaaonal2-­‐5  years  ameframe 1-­‐2  years  ameframe 0-­‐1  year  ameframe

Products  &  services

Brand  &  markeang

Technology

Customer  insights

Culture

Processes

Business

Staff

CX  vision  &  strategy CX  founda7on CX  excellence

17Strategic Tacacal

Service design

Brand values

Customer segmentation

Architecture

CX  vision  &  strategy

UX concepts

Online identity

Concept evaluations

API’s

CX  framework Strategic Tacacal Operaaonal2-­‐5  years  ameframe 1-­‐2  years  ameframe 0-­‐1  year  ameframe

Products  &  services

Brand  &  markeang

Technology

Customer  insights

Culture

Processes

Business

Staff

CX  vision  &  strategy CX  founda7on CX  excellence

18

Service design

Brand values

Customer segmentation

Architecture

UX concepts

Identity

Concept evaluations

API’s

Detailed UX design

Campaigns

Field tests

Back-end code

CX  framework Strategic Tacacal Operaaonal2-­‐5  years  ameframe 1-­‐2  years  ameframe 0-­‐1  year  ameframe

Products  &  services

Brand  &  markeang

Technology

Customer  insights

Culture

Processes

Business

Staff

CX  vision  &  strategy CX  founda7on excellent  CX

• Vision visualisation • Service design

• Brand experience • Brand architecture

• Customer research • Segmentation / Personas

• Vision visualisation • Change plan

• Capability matrix • Organization model

• Process analysis • Vision visualisation

• Business case • Product plan

• High level requirements • System architecture

• Reference design • UX guidelines

• Brand identity • Marketing plan

• Lead customers • Concept evaluation

• Customer First program • Working environment

• CX insourcing & outsourcing • CX targets & training

• CX processes • CX tooling

• Product propositions • Product roadmap

• Platform CXP • API’s

• Detailed design • Specification

• Marketing campaign • Customer communication

• Actual customers • Usability (A/B) evaluation

• Benchmark behaviour • Measurement & rewards

• Multidisciplinary teams • Knowledge management

• Process optimisation • Implementation CX tooling

• Product description • Product launch

• Hosting • Back-end code

Strategic Tacacal Operaaonal 19

3.  Experiences  at  two  of  our  clients 20

3.  Experiences  at  two  of  our  clients

A.  Our  clients  PostNL  and  CZ  

B.  Different  uses  of  the  framework  

C.  Results  at  PostNL  and  CZ

21

Our  clients 22

Biggest  mail  and  parcel  carrier  in  NL

One  of  the  biggest  health  insurers  in  NL

How  they  have  organized  UX  design 23

Biggest  mail  and  parcel  carrier  in  NL

One  of  the  biggest  health  insurers  in  NL

Outsource  modelTotal  in-­‐house  UX  staff:  0  De

Agencies Projects

CZ  UX  team

Projects

Consul7ng  model    Total  in-­‐house  UX  staff:  5  De

24

Fragmented  UX  Low  customer  saasfacaon

Photo:  Vakcentrum

25

The  ambi7on

• Omni-­‐channel  experience  

• 1  coherent  online  channel  

• Personal,  simple,  user  friendly  

• Timeline  2014-­‐2017

PostNL’s  quesaon:  What  should  our  UX  design  capabiliaes  be    given  our  2017  ambiaon?

Basics  in  place  (e.g.,  policy,  RACI,  guidelines,  ux  heart  beat  and  new  portal  concept),  but  …  

• Operaaonal  focus  

• Silos  

• Inside  out    

• Lengthy  innovaaon  process

Their  UX  plateau

26

The  rest  of  CZ

CZ  Online

Online  ahead  of  the  rest  of  organizaaon

Photo:  boatnerd.com

27

The  ambi7on

• To  become  the  customer’s  number  1.  healthcare  director  

• Online:  Become  an  online  personal  health  coach  

• Timeline  2014-­‐2020

CZ’s  quesaon:  What  kind  of  organizaaon  must  we  have  in  order  to  achieve  the  strategic  goals  for  our  online  channel?

Their  UX  plateau

Awards  for  online  service,  but  …  

• Operaaonal  focus  due  to  lack  of  resources  

• Hard  to  a^ract  the  right  talent  

• Vision  2020  not  concrete  enough  

• Li^le  innovaaon  /  differenaaaon

3.  Experiences  at  two  of  our  clients

A.  Our  clients  PostNL  and  CZ  

B.  Different  uses  of  the  framework  

C.  Results  at  PostNL  and  CZ

28

Approach 29

As  is

To  be

Roadmap

Implement

CX  model

Marketin

gBrand

ServicesProd

ucts

Technology

Culture

StaffBusin

ess

Cust

omer

insig

htProcesses

Approach 30

As  is1.  Shared  understanding    2.  Organizaaonal  analysis

To  be

Roadmap

Implement

3.  Posiaoning  UX  within  the  organizaaon 4.  Organizaaonal  design

5.  Orchestrate  acaviaes  towards  CX  excellence

CX  model

Marketin

gBrand

ServicesProd

ucts

Technology

Culture

StaffBusin

ess

Cust

omer

insig

htProcesses

31As  is

For  CX  excellence  you  need  to  cross  barriers  and  build  alliances.  Start  by  understanding  each  other’s  goals,  roles,  and  

1.  Shared  understanding

Photo:  Jij  is  lief

321.  Shared  understandingAs  is

Prototype PrototypePrototype

Prototype

Customer  

journeys

Customer  

journeys

Customer  

journeys

Design  process

Design  process

Design  process

•  Diagnosis:  What  issues  are  there?    

•  UX  snapshot:  What’s  in  place  and  what’s  missing?  

•  Ideaaon:  What  could  be  possible  soluaons?

332.  Organizaaonal  analysis  As  is

34

Ad  hoc  design

Silos

Vision  opera7on  gap

2.  Organizaaonal  analysis  As  is

Silos

Inside-­‐out  thinking

35

 Focus  on  operaaon,  much  less  strategic  or  tacacal  designUX  design  is  fully  

362.  Organizaaonal  analysis  As  is

Issue

IssueIssue

Issue

IssueIssue

Issue

Experase

Experase

Experase

Experase

Experase

Experase

Experase

Experase

Acavity

Acavity

Acavity

Acavity

Acavity

Acavity

Acavity

Acavity

Acavity

Hard to

accelerate

innovation

Missing expertise

Conditions for design not

given

Customer

insights

incomplete

Vision not concrete

3.  Posiaoning  UX  within  the  organizaaon

• What  are  the  goals  of  the  UX  team?  

• What  are  the  key  responsibiliaes  of  the  UX  team,  in  light  of  the  corporate  strategy?  

• How  does  the  team  cooperate  with  other  teams/funcaons?

38To  be

Operaaonal  UX

Detailed  design

Tacacal  UX

UX  Guidelines  &  UI  components

Strategic  CX

Customer  journeys  &  cultural  change

39“Online should make CZ’s vision (esp. personal coach) much more concrete, accessible and inspiring”

1.  Derive  statements  from  stakeholder  interviews

3.  Translate  to  success  factors  and  posiaoning

2.  Prioriaze

Create  the  right  condiaons  for  UX  Design  

Tacacal  &  operaaonal  acaviaes  only

Strategic Tacacal Operaaonal2-­‐5  years  ameframe 1-­‐2  years  ameframe 0-­‐1  year  ameframe

Products  &  services

Brand  &  markeang

Technology

Customer  insights

Culture

Processes

Business

Staff

CX  vision  &  strategy CX  founda7on excellent  CX

40

Extend  focus  from  operaaonal  to  tacacal  UX

What  is  the  best  way  to  organize  UX  in  your  organizaaon?

4.  Organizaaonal  design 41

Distributed

BUs

Projects

Split  teams

BUs

Hybrid

Centralized  consul7ng

Projects

To  be

Sarah  Bloomer  UX  org  models

4.  Organizaaonal  design 42To  be

Tacacal

Ope

raao

nal

CX  vision  &  strategy CX  founda7on excellent  CX

Strategic

Operaaonal

Tacacal

4.  Organizaaonal  design 43To  be

Strategic

CX  vision  &  strategy

CX  founda7on

excellent  CX

4.  Organizaaonal  design 44To  be

CX  vision  &  strategy

CX  founda7on

excellent  CX  

CX    team

Tacacal

Operaaonal

Omni-­‐channel  orchestraaon    Vision  visualizaaon  CX  targets  

4.  Organizaaonal  design 45To  be

CX  vision  &  strategy

CX  founda7on

excellent  CX  

Omni-­‐channel  orchestraaon    Vision  visualizaaon  CX  targets  

CX    team

UX    team

Alignment  &  planning    Generic  UX  concepts  UX  targets  

Operaaonal

4.  Organizaaonal  design 46To  be

CX  vision  &  strategy

CX  founda7on

excellent  CX  

CX    team

UX    team

Efficient  agile  development  Muladisciplinary  collaboraaon  Get  the  UX  details  right  

Scrum    teams

Alignment  &  planning    Generic  UX  concepts  UX  targets  

Omni-­‐channel  orchestraaon    Vision  visualizaaon  CX  targets  

47

3.  Experiences  with  the  framework

A.  Our  clients  PostNL  and  CZ  

B.  Different  uses  of  the  framework  

C.  Results  at  PostNL  and  CZ

48

49Results

• Omni-­‐channel:  Formaaon  of  CX  team  currently  on  its  way.  

• Online:    

• Extending  their  team  with  permanent  UX  designers.*  

• Pilots  with  Agile/SCRUM  development  (incl.  UX  designers).

• Since  2015,  Online  has  organized  itself  according  to  our  advice.  

• Informaat  supports  CZ  with  recruitment  of  extra  design  candidates.  

• CZ  is  currently  planning  to  set  up  a  company  wide  CX  library.

*budget  decisions  pending.

4.  Learnings  and  take  aways 50

Photo:  ESA

Learnings

1.  CX  framework  proves  useful  for  clients  at  different  maturity  levels.    

2.  Staffing  

• Keep  momentum:  have  (interim)  designers  available.    

• Service  designers:  perfect  linking  pin  between  offline  and  online.    

3.  Partner  with  like  minds      

• E.g.,  enterprise  architects  and  marketers  can  prove  to  be  excellent  partners  for  building  in-­‐house  UX.    

• Build  a  relevant  network,  inside  and  outside  your  organizaaon.

51

Take  aways

• UX  leaders,  broaden  your  scope  to  where  the  future  challenges  are:  CX.    

• A  CX  framework  helps  you  build  bridges  and  create  more  strategic  impact  for  UX.    

• Use  your  design  experase  to  help  transform  your  organizaaon  and  aim  for  CX  excellence.  

52

Photo:  Vigia  Cosmos

Creaave.        Systemaac.      Sustainable.

[email protected]    

+31  35  543  1222  

informaat.com

[email protected]@informaat.com

@susannevmulken

+31  35  543  1222  

informaat.com

Image  sources 54

Slide  3:  h^ps://www.wallhai.com/wallpapers/world/monument-­‐valley-­‐wallhai-­‐hd-­‐wallpaper-­‐1754.jpg    Slide  4:  h^p://www.launch.ed.ac.uk/index.php/2013/10/  Slide  5:  h^p://www.nasa.gov/mulamedia/imagegallery/image_feature_196.htmlSlide  6:  h^p://www.telegraph.co.uk/news/science/picture-­‐galleries/8416421/Key-­‐events-­‐in-­‐the-­‐history-­‐of-­‐space-­‐exploraaon.html?image=17  Slide  7:  h^p://blogs.esa.int/luca-­‐parmitano/files/2013/11/ISS_Expediaon_37_crew_portrait_inside_Kibo.jpg  Slide  11:  h^ps://www.wallhai.com/wallpapers/world/monument-­‐valley-­‐wallhai-­‐hd-­‐wallpaper-­‐1754.jpg  Slide  12:  h^ps://pbs.twimg.com/media/B-­‐mt7oOWsAAQUz6.jpg  Slide  22:  h^p://www.postnl.nl/en/about-­‐postnl/press-­‐news/downloads/parcels/  Slide  24:  h^p://www.vakcentrum.nl/pages/82/Ondernemen/Branchecijfers/Supermarkten.html  Slide  26:  h^p://www.boatnerd.com/news/newsthumbsb/html2/newsthumbs_1572.htm  Slide  31:  h^p://jijislief.nl/kaartkeuze.asp?kaart=1988  Slide  50:  h^p://www.esa.int/Our_Acaviaes/Space_Science/Rose^a/Touchdown!_Rose^a_s_Philae_probe_lands_on_comet  Slide  52:  h^p://www.vigiacosmos.es/curso-­‐astronomia-­‐madrid/