The document discusses applying the principles of alchemy to transform customer experience. It argues that business analysis teams can position themselves strategically by thinking outside-in about customer touchpoints and encouraging this perspective organizationally. Transforming customer experience involves understanding their journey, remediating pain points, and using process optimization and design thinking to focus on customer needs above internal concerns. For business analysis services, this means getting closer to internal customers and baking customer-centric frameworks to better meet customer needs and improve recommendations.
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Transforming Customer Experience Through New Alchemy
1. The New Alchemy
The magic of transforming
customer experience
13 February 2013
Redvespa / David Morris / BALM
2. Alchemy, eh?
Medieval forerunner to chemistry, combining mysticism and
early science to make everything the best it could be:
1. elixir of life
2. enlightenment
3. how to turn base metals into noble metals
Redvespa / David Morris / BALM
3. Alchemy, eh?
The New Alchemy
What we’ll be exploring:
customer for BA turning lead our BA our
experience teams into gold service customers
Redvespa / David Morris / BALM
10. CUSTOMER EXPERIENCE:
customer experience is what customers
are left feeling, whether that’s good, poor,
or indifferent
Redvespa / David Morris / BALM
12. change the way we think about our work
CUSTOMER
experiences outside-in
Focus on the interactions
touchpoints
touchpoints
procedures
systems inside-out
ORGANISATION
Customer experience framework
Redvespa / David Morris / BALM
14. IMPORTANCE FOR BA TEAMS:
we can better position our BAs by getting
them to think outside-in and encouraging
that thinking throughout the organisation
Redvespa / David Morris / BALM
19. TURNING LEAD INTO GOLD:
customer experience transformation uses
all our skills and knowledge in process
optimisation and user-centred design
- customer-first then internal
Redvespa / David Morris / BALM
20. FOR OUR BA SERVICE
Redvespa / David Morris / BALM
21. who are our customers (internal)
Redvespa / David Morris / BALM
22. BA framework - touchpoints
Considers needs in the
‘voice of the customer’,
throughout their experience
Customer experience touchpoints
Discover Enquire Buy Set-up Use Resolve Change Pay Stop
… reflected by the
Customer Experience Lifecycle
‘response of the enterprise’
Customer-facing capabilities
Inform Sell Fulfil Operate Assure Manage Bill
Internal support / enterprise capabilities
Support &
Strategy Finance HR Infrastructure Product
Readiness
Not forgetting the
‘needs of the enterprise’
Redvespa / David Morris / BALM
23. BA framework – end-to-end process
Customer
Sales
Fulfilment
Finance
Redvespa / David Morris / BALM A ‘descriptive’ BPMN model of a customer-triggered end-to-end process
24. BA framework – use case diagram
Enquire
Stop Business
Customer
Business
[Past]
Customer
[Prospect]
Buy Change
Resolve Business
Business Set-up Customer
Customer [Active]
[Active]
Use Pay
Consumer Bank
Redvespa / David Morris / BALM A generic use case diagram of the typical customer lifecycle
25. FOR OUR BA SERVICE
get closer to those to whom we’re
delivering business analysis services
- bake this approach into our BA
frameworks
Redvespa / David Morris / BALM
27. FOR OUR CUSTOMERS
- ensure customers are more likely to
find, buy, and recommend
- more likely to design more effective
services and processes to support that
Redvespa / David Morris / BALM
28. summary
• customer experience is important
• position our teams to maximise on this and lead it
• customer experience as part of our BA frameworks
• improves relationships internally
• right approach for customers & for effective process
Redvespa / David Morris / BALM
29. THANK YOU
@redvespanz
@davidjcmorris
Redvespa / David Morris / BALM
Editor's Notes
So, why ‘alchemy’?Alchemy is the Medieval forerunner to chemistry, combining mysticism and proto-science.Alchemists pursued the ‘unobtainable’, of making everything the best it could be:- elixir of life – to make humans live forever- spiritual enlightenment – to bring us redemption- transforming base metals into noble metals (i.e. lead into gold)It’s the last of these we’re here to talk about todayHow to transform a poor or OK customer experience into a great one! And I like to think of business analysts a little like alchemists, we strive to make things better, and we don’t think that should be unobtainable.
So, today we’ll be coveringWhat is customer experience?- and what does this mean for BA teams?How we go about turning lead into gold- for our BA service- for our customers
Over the last 30 years we have seen many approaches to working with business processes come and go, business process re-engineering, business process management, business process improvement, and business process optimisation. That the terminology keeps changing, strongly suggests that we haven’t got it right (yet); and I believe this is partly due to having too much internal focus on business process – i.e. on the activities inside our organisations. Sure we need to address those to make them effective, however when our focus is internal we sometimes miss that they might be the wrong processes altogether. Over the last 10 years we have increasingly seen people replacing this ‘inside-out’ perspective with a fresher ‘outside-in’ one; starting first with asking the question “what is it like for the customer”? … why do they want our product, is it easy for them to find and buy it, if they have issues can they be easily resolved … … in other words, how do customers feel
With a reverential nod to a show I love … Lie to Me … let’s look at some potential customer experiences.
Here is someone unhappy with the product or service they’re receiving …An example of a poor experience could be how insurance companies used to treat us 10 or so years ago … lots of hurdles to get through before we could get money … even legitimate claimers would give up (and be out of pocket), but it saved the insurance company money.You’ll have your own examples of poor service
Here is someone who feels the product or service they’re receiving is OK; they are engaged for the moment, but take your eye off the ball, and they can easily drop back to being unhappy with what you do.
… and here is someone delightedPeople in this category can become the advocates for your product or service, effectively carrying out some of your marketing and sales for youGreat example of someone who has taken their operation from poor to great … FedEx and their assumptions about their customer segments and how they were satisfying them … the confirmers (walk in the door with a package, but are uneasy, looking for confirmation all will be ok) … were previously turned off by the ‘leaning tower of packages’ … FedEx hid that behind a sorting ‘wall’ so desk clerks carefully place packages into specific pigeon holes … the confirmers were now happy their packages would be cared for, and behind the sorting wall … of course, it was still just a pile of packages.I guess you have your own stories of simple changes that have made (or could make) your experience so much better
In our BA teams, we are focused on doing what’s right for our organisationsOn software developments, we are seeing that this means a clearer focus on user-centered design.On process improvement, we are driving cross-functionally across whole organisation, and seeing the key (external) event as the triggering point, what are the moments of truth for the customer, what fulfils the promiseOverall this is evolving toward the role and importance of customer experience
Increasingly organisations are realising BAs can supplement and even contribute to setting strategy, or looking at options/programmes for implementing that strategy.
So how do we do this, what do we mean by customer experience transformation
How do we assess customer experience? Here’s a simple model (Prof. NoriakiKano) how well does a product meet a need? how satisfied does a customer feel about it?Basic (hygiene) needs: unarticulated / implicit; cause intense displeasure (DISGUST) if not met. e.g. floor of hairdressers regularly swept, scissors clean.Expected (conformance) needs: Articulated / explicit needs; up front, (maintain INTEREST) dissatisfy if not met. e.g. haircut provided is as agreed. Delighting (unexpected) needs: The unexpected / surprise factors (DELIGHT); that trigger customers to tell others; no impact if missing. e.g. getting a cup of coffee at the hairdressersFamiliarity (and the competition) breeds contempt: Unfortunately, over time customers start to expect the delighting factors; so organisations constantly look at new ways for a product stand out. e.g. getting a beer or full head massageSo, how does understanding customer experience lead us to the desired approach?
Mapping customer journeys focuses on the touchpoints we talked about before – the moments of truth – are they positive or negative. Cannot always do anything about the negative (in this example, their old car had a failed engine), but we can do something about what follows.
Pain is often caused by lack of training or quality management, but it may be siloed working practices. This is where we can really deliver value, in chasing through that true end-to-end process and helping resolve or remove the pain points and refine the process so that it becomes smoother, quicker, and more satisfactory.
We can apply these techniques on ourselves to determine who our internal customers, and whether their needs are met and how satisfied they are, then what we might need to address to improve that
We can model the typical touchpoints / events for the customer experience lifecycle, and look to using that throughout:New Product Development (NPD): Get marketing / product teams to define their new products using these headings.Scope statements: Follow that through into the scope statements, ensures you’re clear about what is in scope and as important, what is out of scope.Requirements document structure: likewise, follow this through into all the documentation, then traceability is easier too.
Investigating what happens from one of these touchpoints means you are clear on what the external triggering events are. Then you can chase them through your organisation for a proper end-to-end process.
… and of course, where your processes are supported by technology, you can dive into whatever documentation / modelling techniques you use there too, again referencing back to the same customer experience touchpoints.
Let’s look at one more example where taking this approach means we can introduce more transformative change.Tesco in South Korea wanted to drive growth in revenue without having to build hundreds more stores.This short video tells the story of how they identified the problem / opportunity and the innovative ways they sought to resolve them.http://www.youtube.com/watch?v=fGaVFRzTTP4