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The B2B Customer
Experience Blueprint
Reaping the Benefits of a Tailored
Customer Experience
Page 1
We’ve long understood in
business-to-consumer (B2C)
industries that a positive service
experience provides competitive
advantage in customer acquisi-
tion and retention. Yet, customer
experience management is
emerging as a critical compo-
nent of success in business-to-
business (B2B) industries as well.
In fact, recent research reveals
that half of B2B firms’ top
executives say customer experi-
ence management is a competi-
tive differentiator and influences
major decision-making1.
Despite its importance, customer
experience management is just
emerging as a formal program
in most B2B companies. The
same research reports that just
20 percent of B2B companies
have implemented customer
experience management as a
formal business process and
only 28 percent of B2B execu-
tives base strategic decisions
on customer experience or
customer lifetime value2. And,
for many companies, investment
in customer experience manage-
ment is minimal—about half (48
percent) of B2B firms invest
less than one percent of annual
revenue in customer experience
management.
Indeed, B2B companies are
still getting acquainted with
customer experience manage-
ment. As executives are learning
how it differs from customer
satisfaction and relationship
management, investment is
increasing. Half of B2B organiza-
tions have increased investment
in customer experience manage-
ment over the past five years
and, rightly so3. For businesses
serving businesses, understand-
ing how to design and deliver
a superior customer experience
means competitive advantage.
These B2B findings are consis-
tent with Accenture’s own global
research on the growing impor-
tance of customer experience.
Consumer research Accenture
conducted in 2010 highlighted
that the bar for acceptable
service performance continues
to rise4. The research showed
that customer service expecta-
tions among consumers globally
are higher compared with just
12 months ago and consider-
ably higher than five years ago.
Indeed, for the first year since
Accenture began its annual
consumer research, customer
service became the top reason
(over price) that consumers
chose a new provider.
The research also confirmed the
consequences of poor service
performance are dire. In the past
year, two in three consumers
globally have switched the com-
pany from which they purchase
a product or service due to poor
customer service.
In today’s service environment, a
differentiated customer experi-
ence strategy clearly enhances
the brand. However, it also
allows a company to deliver a
premium service, where appropri-
ate, to top-tier customers while
maintaining the affordability of
the overall service experience.
Accenture’s research confirms
that companies can increase cus-
tomer retention, reduce support
costs, and grow their customer
base by providing such differenti-
ated treatment.
In this paper, we explore how a
business-to-business “customer
experience blueprint” can lay the
foundation for such differenti-
ated treatment by illuminat-
ing where premium service
opportunities exist and how to
capitalize on these opportunities
while maintaining an acceptable
overall cost to serve.
Page 2
Importance Doesn’t
Equal Action
Even as the importance of the cus-
tomer experience grows, B2B companies
continue to apply a uniform approach
to service across markets, customer
segments and types of customer inter-
actions. In fact, most B2B companies
provide a disparate and disaggregated
experience across the customer life-
cycle of marketing, sales and service.
For example, a company may fail to
integrate the service organization into
a new product introduction, resulting
in service professionals not knowing
of a product launch until receiving a
customer call to order or ask questions
about it. Similarly, sales and marketing
may create a bundled offer that is
simple and attractive to customers.
However service delivery is not bundled
in any way. Therefore, if the customer
has a service question or issue, he may
have to traverse separate service orga-
nizations for each product or service in
the bundle—not an optimal customer
service experience.
For most B2B companies, service is
traditionally thought of as a cost to serve
and, therefore, begs the question: how
good a service can a company afford to
provide within its service cost structure?
The answer usually is to spread service
across all customers equally, in a “one
size fits all” service model. We refer to
this phenomenon as the peanut butter
analogy: a company takes what it has in
terms of the service model and spreads
it across all customers equally. In such
a model, servicing a $5,000 order costs
the same as servicing a $5 million order.
Top-tier customers are offered the same
kind of experience as a customer who
generates only a fraction of that revenue
for the company. And when the spread-
ing of the peanut butter gets thin, the
experience of all customers diminishes.
Page 3
Mergers have further complicated
the issue. After all, it’s easier to have
one set of processes and responses
than several, and it’s typically faster
and cheaper to unify against a single
approach when bringing service orga-
nizations together after a merger.
But doing so often results in a poor
customer experience, a higher incidence
of unsatisfying outcomes for customers
and, ultimately, more customer turnover
and defection.
And, of course, there’s the issue
of bandwidth. In most companies,
customer service executives are busy
running day-to-day operations and
have little to no time to develop a
segmentation and treatment strategy if
one exists, to implement that strategy.
A segmented treatment strategy takes
time to design, implement, manage,
measure, and change the organization. It
simply won’t be a priority for a customer
service leader who is swamped daily by
escalations, service agent performance
problems, customers needing immedi-
ate resolution to critical problems and
internal meetings that consume large
chunks of his time. In other words, daily
operations often get in the way of doing
things right.
Accenture’s experience in helping
companies overcome the challenges of
customer experience implementation is
consistent with those found in recent
B2B customer experience research.
Overall, executives indicate that “a lack
of cross-organizational cooperation is
the greatest obstacle to customer expe-
rience management success, followed
by lack of customer experience strategy
and weak follow-through on customer
experience strategy; limited bandwidth
of managers and budget restrictions
have also inhibited CEM success5.”
The Challenge of
the Differentiated
Experience
So why haven’t companies tailored
and optimized service to meet the
needs and value of customers? To many
companies it might seem intuitive to
differentiate the service experience
based on the characteristics of different
customer segments. Yet actually doing
so is challenging.
It is difficult to know who should get
what service treatment because many
companies cannot determine the value
of different customers now versus in
the future—and, thus, are uncertain
into which segment customers fit. For
example, if there are high-value and
low-value customer segments, where
does a customer fit based on current
behavior but also future potential?
Even if a company knows the current
and future value of its customers, it can
be expensive, complex and challenging
to create tailored service levels for dif-
ferent customer segments. In most orga-
nizations, service is an afterthought.
Organizations are overwhelmed by what
the tailored service structure should
be and how to deliver a differentiated
experience. Often companies aren’t
equipped to tailor services because
they don’t have a customer experience
design, and haven’t done research and
analysis to tailor the experience to
customer wants and needs.
Making the Service
Experience Count
Despite these challenges, some leading
business-to-business enterprises are
moving aggressively toward providing a
tailored customer experience. Through
holistic customer experience design,
these companies are tailoring and opti-
mizing the service experience to mirror
the needs of customers and the value
of customers to their organization (see
one company’s experience in the sidebar
“The Customer Experience Blueprint in
Action”). Several of these companies
share a common characteristic: they
utilized a well-established, customer-
centric approach to customer experience
design and implementation. The founda-
tion for such a design is a customer
experience blueprint that:
•	Considers premium service opportuni-
ties based on lifecycle management,
capabilities, and customer value.
•	Meets the customer needs throughout
the lifecycle.
•	Optimizes the experience through
appropriate channel management and
management of workforce.
•	When implemented, allows the
company to deliver a premium service
where appropriate while managing,
and keeping affordable, the overall
cost to serve.
The approach used to create such a
design consists of three primary com-
ponents: global operating model review,
understanding customer needs and inten-
tions, and creation of the blueprint and
roadmap for implementation. We review
each component in greater detail below.
New Capability
Development
• Program
description
• Program
requirements
• Program goals
and measures
of success
Channel
Management
Geographic
Alignment
Enterprise
Engagement
Customer Interaction Operations
Operational Performance/Metrics
Business Process Management
Customer Experience Design
Leadership & Governance
Technology Enablement
Face to Face
Idea to
Offer
Business Units Segments Preferences Personalization Treatments
Lifecycle
Management
Channel
Management
Offer to
Market
Market to
Quote
Quote to
Order
Order to
Book
Book to
Invoice
Forecast to
Deliver
Invoice to
Cash
Issue to
Resolution
Support
the Biz
Procure to
Report
Market Sell Serve
Phone
Web
Email
North America
Marketing
Sales
Procurement
Finance
HR
IT
Legal
Latin America
EMEA
APAC
Customer segment 1
Customer segment 2
Customer segment n
Global Workplace
Management
Global Talent
Management
Copyright ©2011, Accenture LLP. All rights reserved.
Page 4
customer interaction operations, geo-
graphic alignment, enterprise engage-
ment, global workforce management,
global talent management, operational
performance and metrics, and technol-
ogy enablement (Figure 1).
The operating model review also helps a
company understand how well aligned
its service experience is with its overall
strategy by answering a number of key
questions: what is the company’s overall
strategy? What does the company
want to be known for in the market?
What does the company want the
customer experience to be? How does
the operating model align to deliver that
experience? It’s very difficult to drive
sustainable results without an end-to-
end service strategy that is well aligned
to business objectives. For instance it’s
hard to focus on a goal such as trying to
create greater adoption of online self-
service if the broader business strategy
is to uniformly offer a high-touch cus-
tomer experience.
Global Operating Model
Review
As a first step, a company must
fundamentally understand how it cur-
rently delivers the customer experience
and how well equipped it is to offer
a tailored treatment strategy. This
includes a review of the global operating
model and go-to-market strategies from
marketing, sales and service. By taking
a holistic view across the full customer
lifecycle of all of the inputs and outputs
of the customer experience, the team
can glean detailed insight on what
services the company provides, how
it provides them, how well it provides
them, the challenges it faces, how it is
organized to provide services, and more.
From a global operating model perspec-
tive, there are 12 key components to
review: leadership and governance,
customer experience design, business
process management, new capability
development, channel management,
True customer-centricity is more than
just having a strategy. It requires having
differentiated operations that enable
a company to flawlessly execute the
strategy, learn from evolving markets,
and incorporate lessons learned into
future strategy to consistently remain
ahead of customer needs, and the
competition’s ability to deliver against
them. A customer-centric operating
model enables companies to break the
silos—integrating and coordinating the
people, processes, data, and supporting
infrastructure across the organization
to deliver a unified, consistent, branded
customer experience. The full global
operating model review helps a company
assess where it stands against the
desired end-state of customer-centric
operations.
Figure 1. Operating Model Components to Review
Copyright ©2011, Accenture LLP. All rights reserved.
Customers
Segment 1 Segment 2 Segment 3 ... Segment n-1 Segment n
Channels
Face to Face Phone Email Web & Chat Mobile Collaboration
Learn
• Become aware of
product/ service
• Review and
research
product/service
Buy
• Decide to buy
• Select product/
service options
• Place order
• Confirm order
• Change order
(contents,
delivery speed/
date)
Get
• Check delivery
status
• Receive
product/service
• Activate
product/service
Use
• Learn how to use
product/ service
and tools
• Optimize use of
product/service
(utilization check)
• Manage account
and preferences
Pay
• Receive bill
• Review bill
• Pay bill
Support
• Check product/
service or
account info
• Identify need
(self-identify
or receive
notification)
• Acknowledge
need
• Request support
• Check status
• Resolve issue
Page 5
In conducting this analysis, a company
should consider the customer experi-
ence from the “outside in.” This means
thinking about the experience from the
customer perspective based on the col-
lection of voice of the customer (VoC)
data and customer feedback obtained
through monitoring interactions.
Customer wants and needs become
the footprint from which to build a
differentiated experience strategy and
channel-specific service capabilities.
From a detailed perspective, the
analysis identifies all of the reasons that
customers interact with the company
across each portion of the lifecycle: why
they want to interact and what they
intend to do at each of those interaction
points (Figure 2). Then it maps how the
customer wants to interact against how
the company operationalizes to serve
those intentions.
Understanding Customer
Needs and Intentions
According to research, today just 28
percent of B2B companies use customer
feedback to guide annual plans6. To this
end, a second step in creating a holistic
customer experience design is developing
a detailed understanding of customer
needs and intentions and how each cus-
tomer experiences a given company across
its lifecycle. This requires an assessment
of the current customer experience across
all segments, interactions and customer
communication channels to determine the
needs for any given customer segment, as
well as for each channel.
Of particular emphasis in the analysis
and design are the “moments of truth.”
A moment of truth is a point in the cus-
tomer experience that has the potential
to enhance or weaken the customer’s
perception of the company. Identifying
and analyzing moments of truth is
important to help truly understand what
matters most to customers, what causes
them to be loyal, what is their desired
customer experience and what aspects
of that experience are, in fact, most
important to them.
Figure 2: How Customers Experience the Company
Page 6
model for all customer
segments, across all service
intentions and interaction
channels.
Based on the blueprint, the
company is now implementing a
competitively differentiated and
branded customer experience
across its customer care and
service operations. The roadmap
for implementation is aligned to
four overarching objectives:
•	Enhancing the customer con-
tact experience with simpli-
fied points of entry and con-
sistent standards in customer
interactions.
•	Shifting interactions to self-
service channels by improving
the online experience through
usability and prioritized inter-
actions and driving online
adoption.
•	Differentiating customer
treatments across contact
handling, business process and
policies and interaction chan-
nels.
•	Enabling sustainable improve-
ment by improving Voice of
the Customer and adopting a
holistic approach to customer
experience management.
While it is still too early in the
implementation to measure,
overall the company expects to
increase customer satisfaction
by two full percentage points—a
very significant improvement
in this industry. Furthermore,
through its efforts to improve
the online experience and
a multi-year push to move
The Customer
Experience Blueprint
in Action
A global telecommunications
product and service company
identified the need to transform
its customer operations to
provide a consistent and
differentiated service delivery
model that was competitive
across customer segments.
Using the approach outlined
elsewhere in this paper,
the company developed a
customer experience blueprint
that balanced outstanding
delivery with affordability
and was based on a strong
understanding of customer
needs and intentions.
The effort was quite complex,
as there were ten customer
segments across four lines of
business. The team identified
over 40 interaction types across
the customer lifecycle from
ordering, use and understanding,
to invoicing, support and
repair, and disconnection. These
interactions occur across six
channels (face-to-face, phone,
email, Web and chat, mobile
and collaboration). Identifying
“moments of truth” was quite
helpful to simplify and prioritize
this complex analysis. Based
on customer feedback, the
team identified multiple such
moments within the most
critical customer interactions.
The customer experience
blueprint that resulted from
this effort provided a treatment
more transactions online, the
company expects to save over
$100 million per year, at which
point more than 15 percent of
its total of 100 million annual
interactions will occur online.
Another key objective,
simplifying entry points,
involves reducing the number
of toll-free numbers through
which customers access the
company by almost 75 percent.
Not only will this initiative ease
customer navigation, it will
significantly reduce the overall
cost and resource required to
maintain toll-free lines.
Finally, in support of its
environmental responsibility
objective within this initiative,
the company will launch
a program to get business
customers to stop receiving
paper bills. As some business
customers receive hundreds
of pages of bills per month,
this effort will have significant
ecological impact while saving
the company tens of millions of
dollars per year.
Channel
Phone
Email
Web
Face to Face
Place Order
Lifecycle Stage
Change Order
Channel Treatment
Service Level
Average Speed to Answer
Average Handle Time
Dedicated Phone Number
Account-Customized IVR
Dedicated Email Address
Auto Acknowledgement
Response Time
Account-Customized Portal
Personalization
Single Sign On
Available
80/60
<60 Seconds
<10 Minutes
Yes
Yes
Yes
Yes
2 Hours
Yes
Yes
Yes
Yes
80/60
<60 Seconds
<10 Minutes
Yes
Yes
Yes
Yes
1 Hour
Yes
Yes
Yes
Yes
Copyright ©2011, Accenture LLP. All rights reserved.
Page 7
all interactions contribute to the cus-
tomer experience, the blueprint spans the
full customer lifecycle. The model may
emphasize different channels across the
customer interaction lifecycle and provide
different levels of treatment by segment
and channel. In addition, it’s important
to ensure that a company’s blueprint is
global in nature but with local relevance,
specificity and customization.
Finally, the blueprint should be optimized
from the perspective of affordability,
balancing available budget and resource
constraints against service needs and
customer expectations. In other words,
the blueprint should be taken through
a process that maps available resources
against the most critical service needs
and expectations of customers.
Construction of
a Blueprint and
Operational Roadmap
Based on customer needs and intentions
within a given segment, the final step is
to determine how the company should
provide the experience: what are the
functional capabilities a company must
deliver through specific channels (Web,
voice, email); how does it provide those
capabilities; and what service factors
are relevant and required to match
expectations?
The blueprint provides a treatment
model for all customer segments, across
all customer intentions and interaction
channels (Figure 3). In addition, because
Once a company solidifies the customer
experience blueprint, it can use the
blueprint, along with the operating model
review, to create a gap analysis. The gap
analysis calibrates the blueprint against
the company’s goals and objectives,
which helps to identify the highest-
priority outstanding capabilities on which
to focus. Once it identifies those capabili-
ties, the company can build a prioritized
roadmap of programs and projects to
implement the blueprint and align the
organization to meet identified customer
needs and intentions (Figure 4).
Figure 3: Sample Components of a Customer Experience Blueprint: Treatments by Interaction Channel
Page 8
approach that is fact-based—one that
starts from mapping and analyzing the
existing customer footprint, applies the
results from that analysis against inter-
action channels, and tests them against
market trends, company experience, and
other factors.
Second, analyzing customer needs and
intentions and constructing the appro-
priate blueprint is an extremely data-
and time-intensive, complex effort.
Doing it well requires “heavy lifting”
in terms of intellectual, analytical and
implementation resources; thus, provid-
ing adequate and appropriate resources
is paramount to success.
Overcoming the
Stumbling Blocks
Arriving at an implementable customer
experience blueprint and roadmap is
not easy. However, there are some
important aspects of the customer
experience blueprint approach that help
ensure its success.
First and foremost is creating the
blueprint from a customer-centric per-
spective that starts from gathering true
customer needs and experiences versus
relying on the company’s perceptions of
those needs and experiences. A company
should use a customer needs analysis
Last but not least, the optimal strategy
often is the result of a combination
of best approaches from not only the
company’s own industry, but also from
other industries. Therefore, a company
must be sure to approach the effort
with a cross-industry perspective of best
service practices.
Figure 4: Illustrative Roadmap
Operational Model Component
Months
Customer Experience Design
Leadership & Governance
Business Process Management
New Capability Development
Channel Management
Customer Interaction Operations
Global Workforce Management
Global Talent Management
Geographic Alignment
Enterprise Engagement
Operational Performance/Metrics
Technology Enablement
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 1816 17
Copyright ©2011, Accenture LLP. All rights reserved.
Page 9
For many companies, environmental
responsibility is a top strategic objec-
tive. Global consumer research that
Accenture conducted in 2010 confirmed
that customers across industries are
also highly interested in environmental
responsibility8. The research reported
that having access to environmen-
tally friendly options was important or
extremely important to 56 percent of
survey respondents (up from 51 percent
the prior year). The customer experience
blueprint can be integral to furthering
sustainability objectives by, for instance,
moving the customers for whom environ-
mental responsibility is important from
paper bills to online bills. Such a move
also can create huge cost savings as B2B
customers often receive hundreds of
pages of paper bills each month.
Customer Experience by
Design or Default
Customer experience will occur by
design or default. Our experience in the
marketplace proves that a company
either intentionally enhances the brand
by designing and delivering a branded
and differentiated customer experience
or, by default, diminishes the brand
through a poor customer experience. In
other words, without a service experience
design to specifically enhance the brand,
customer interactions frequently result
in a customer experience that negatively
reflects on the company and its brand.
Only through holistic blueprint design
can a company achieve its collective cus-
tomer experience objectives and benefits.
In an era where B2B service is becoming
a significant differentiator and source
of customer acquisition and retention,
companies are compelled to create and
implement a global customer experience
blueprint that will further their pursuit of
high performance.
Reaping the Benefits
It is clear that while a customer experi-
ence blueprint is not easy to execute,
it can generate significant benefits for
companies—including superior customer
satisfaction and retention, environmental
responsibility, lower cost to serve, and a
better overall branded customer experi-
ence. Ultimately, these benefits translate
into greater market value. A recent study
conducted by Vanderbilt University
looked at the predictive value of quar-
terly customer satisfaction scores over a
10-year period. A portfolio of companies
whose American Customer Satisfaction
Index (ACSI) scores had risen over the
past year and were above the national
average far outperformed the market,
gaining an average value of 1.08 percent
per month. Over the 10-year period, the
portfolio more than tripled, gaining 212
percent while the Standard & Poor’s 500-
stock index rose 105 percent7.
From a detailed perspective, the customer
experience blueprint can drive the appro-
priate customer segments and service
interactions to less-expensive interaction
channels such as online self-service. It
can significantly improve service metrics
such as routing of contacts, average han-
dle times, and abandoned and dropped
calls— all of which increase customer
satisfaction. In addition, the strategy can
simplify the number of customer entry
points, which also can boost customer
satisfaction by easing navigation, but
also can reduce maintenance and support
cost for the business.
Page 10
References
1.	1st Annual ClearAction Business-to-Business Customer Experience Management
Benchmarking Study, ClearAction, 2010.
2.	Ibid.
3.	Ibid.
4. Accenture 2010 Global Consumer Research.
5.	1st Annual ClearAction Business-to-Business Customer Experience Management
Benchmarking Study, ClearAction, 2010.
6.	1st Annual ClearAction Business-to-Business Customer Experience Management
Benchmarking Study, ClearAction, 2010.
7.	“Customer Service when Service Means Survival”, Bloomberg.com, http://www.
businessweek.com/blogs/personal_finance/archives/2009/02/customer_service_
when_service_means_survival.html, posted February 18, 2009.
8.	Accenture 2010 Global Consumer Research.
Copyright © 2011 Accenture
All rights reserved.
Accenture, its logo, and
High Performance Delivered
are trademarks of Accenture.
About Accenture
Accenture is a global management con-
sulting, technology services and outsourc-
ing company, with more than 215,000
people serving clients in more than 120
countries. Combining unparalleled experi-
ence, comprehensive capabilities across
all industries and business functions,
and extensive research on the world’s
most successful companies, Accenture
collaborates with clients to help them
become high-performance businesses and
governments. The company generated net
revenues of US$21.6 billion for the fiscal
year ended Aug. 31, 2010. Its home page
is www.accenture.com.
About Accenture CRM
Solutions
Accenture’s Customer Relationship
Management service line helps orga-
nizations achieve high performance by
transforming their marketing, sales and
customer service functions to support
accelerated growth, increased profit-
ability and greater operating efficiency.
Our research, insight and innovation,
global reach and delivery experience
have made us a worldwide leader,
serving thousands of clients every year,
including most Fortune® 100 compa-
nies, across virtually all industries.
Contact Us
For further information, please contact:
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Accenture-B2B-Customer-Experience-Blueprint

  • 1. The B2B Customer Experience Blueprint Reaping the Benefits of a Tailored Customer Experience
  • 2. Page 1 We’ve long understood in business-to-consumer (B2C) industries that a positive service experience provides competitive advantage in customer acquisi- tion and retention. Yet, customer experience management is emerging as a critical compo- nent of success in business-to- business (B2B) industries as well. In fact, recent research reveals that half of B2B firms’ top executives say customer experi- ence management is a competi- tive differentiator and influences major decision-making1. Despite its importance, customer experience management is just emerging as a formal program in most B2B companies. The same research reports that just 20 percent of B2B companies have implemented customer experience management as a formal business process and only 28 percent of B2B execu- tives base strategic decisions on customer experience or customer lifetime value2. And, for many companies, investment in customer experience manage- ment is minimal—about half (48 percent) of B2B firms invest less than one percent of annual revenue in customer experience management. Indeed, B2B companies are still getting acquainted with customer experience manage- ment. As executives are learning how it differs from customer satisfaction and relationship management, investment is increasing. Half of B2B organiza- tions have increased investment in customer experience manage- ment over the past five years and, rightly so3. For businesses serving businesses, understand- ing how to design and deliver a superior customer experience means competitive advantage. These B2B findings are consis- tent with Accenture’s own global research on the growing impor- tance of customer experience. Consumer research Accenture conducted in 2010 highlighted that the bar for acceptable service performance continues to rise4. The research showed that customer service expecta- tions among consumers globally are higher compared with just 12 months ago and consider- ably higher than five years ago. Indeed, for the first year since Accenture began its annual consumer research, customer service became the top reason (over price) that consumers chose a new provider. The research also confirmed the consequences of poor service performance are dire. In the past year, two in three consumers globally have switched the com- pany from which they purchase a product or service due to poor customer service. In today’s service environment, a differentiated customer experi- ence strategy clearly enhances the brand. However, it also allows a company to deliver a premium service, where appropri- ate, to top-tier customers while maintaining the affordability of the overall service experience. Accenture’s research confirms that companies can increase cus- tomer retention, reduce support costs, and grow their customer base by providing such differenti- ated treatment. In this paper, we explore how a business-to-business “customer experience blueprint” can lay the foundation for such differenti- ated treatment by illuminat- ing where premium service opportunities exist and how to capitalize on these opportunities while maintaining an acceptable overall cost to serve.
  • 3. Page 2 Importance Doesn’t Equal Action Even as the importance of the cus- tomer experience grows, B2B companies continue to apply a uniform approach to service across markets, customer segments and types of customer inter- actions. In fact, most B2B companies provide a disparate and disaggregated experience across the customer life- cycle of marketing, sales and service. For example, a company may fail to integrate the service organization into a new product introduction, resulting in service professionals not knowing of a product launch until receiving a customer call to order or ask questions about it. Similarly, sales and marketing may create a bundled offer that is simple and attractive to customers. However service delivery is not bundled in any way. Therefore, if the customer has a service question or issue, he may have to traverse separate service orga- nizations for each product or service in the bundle—not an optimal customer service experience. For most B2B companies, service is traditionally thought of as a cost to serve and, therefore, begs the question: how good a service can a company afford to provide within its service cost structure? The answer usually is to spread service across all customers equally, in a “one size fits all” service model. We refer to this phenomenon as the peanut butter analogy: a company takes what it has in terms of the service model and spreads it across all customers equally. In such a model, servicing a $5,000 order costs the same as servicing a $5 million order. Top-tier customers are offered the same kind of experience as a customer who generates only a fraction of that revenue for the company. And when the spread- ing of the peanut butter gets thin, the experience of all customers diminishes.
  • 4. Page 3 Mergers have further complicated the issue. After all, it’s easier to have one set of processes and responses than several, and it’s typically faster and cheaper to unify against a single approach when bringing service orga- nizations together after a merger. But doing so often results in a poor customer experience, a higher incidence of unsatisfying outcomes for customers and, ultimately, more customer turnover and defection. And, of course, there’s the issue of bandwidth. In most companies, customer service executives are busy running day-to-day operations and have little to no time to develop a segmentation and treatment strategy if one exists, to implement that strategy. A segmented treatment strategy takes time to design, implement, manage, measure, and change the organization. It simply won’t be a priority for a customer service leader who is swamped daily by escalations, service agent performance problems, customers needing immedi- ate resolution to critical problems and internal meetings that consume large chunks of his time. In other words, daily operations often get in the way of doing things right. Accenture’s experience in helping companies overcome the challenges of customer experience implementation is consistent with those found in recent B2B customer experience research. Overall, executives indicate that “a lack of cross-organizational cooperation is the greatest obstacle to customer expe- rience management success, followed by lack of customer experience strategy and weak follow-through on customer experience strategy; limited bandwidth of managers and budget restrictions have also inhibited CEM success5.” The Challenge of the Differentiated Experience So why haven’t companies tailored and optimized service to meet the needs and value of customers? To many companies it might seem intuitive to differentiate the service experience based on the characteristics of different customer segments. Yet actually doing so is challenging. It is difficult to know who should get what service treatment because many companies cannot determine the value of different customers now versus in the future—and, thus, are uncertain into which segment customers fit. For example, if there are high-value and low-value customer segments, where does a customer fit based on current behavior but also future potential? Even if a company knows the current and future value of its customers, it can be expensive, complex and challenging to create tailored service levels for dif- ferent customer segments. In most orga- nizations, service is an afterthought. Organizations are overwhelmed by what the tailored service structure should be and how to deliver a differentiated experience. Often companies aren’t equipped to tailor services because they don’t have a customer experience design, and haven’t done research and analysis to tailor the experience to customer wants and needs. Making the Service Experience Count Despite these challenges, some leading business-to-business enterprises are moving aggressively toward providing a tailored customer experience. Through holistic customer experience design, these companies are tailoring and opti- mizing the service experience to mirror the needs of customers and the value of customers to their organization (see one company’s experience in the sidebar “The Customer Experience Blueprint in Action”). Several of these companies share a common characteristic: they utilized a well-established, customer- centric approach to customer experience design and implementation. The founda- tion for such a design is a customer experience blueprint that: • Considers premium service opportuni- ties based on lifecycle management, capabilities, and customer value. • Meets the customer needs throughout the lifecycle. • Optimizes the experience through appropriate channel management and management of workforce. • When implemented, allows the company to deliver a premium service where appropriate while managing, and keeping affordable, the overall cost to serve. The approach used to create such a design consists of three primary com- ponents: global operating model review, understanding customer needs and inten- tions, and creation of the blueprint and roadmap for implementation. We review each component in greater detail below.
  • 5. New Capability Development • Program description • Program requirements • Program goals and measures of success Channel Management Geographic Alignment Enterprise Engagement Customer Interaction Operations Operational Performance/Metrics Business Process Management Customer Experience Design Leadership & Governance Technology Enablement Face to Face Idea to Offer Business Units Segments Preferences Personalization Treatments Lifecycle Management Channel Management Offer to Market Market to Quote Quote to Order Order to Book Book to Invoice Forecast to Deliver Invoice to Cash Issue to Resolution Support the Biz Procure to Report Market Sell Serve Phone Web Email North America Marketing Sales Procurement Finance HR IT Legal Latin America EMEA APAC Customer segment 1 Customer segment 2 Customer segment n Global Workplace Management Global Talent Management Copyright ©2011, Accenture LLP. All rights reserved. Page 4 customer interaction operations, geo- graphic alignment, enterprise engage- ment, global workforce management, global talent management, operational performance and metrics, and technol- ogy enablement (Figure 1). The operating model review also helps a company understand how well aligned its service experience is with its overall strategy by answering a number of key questions: what is the company’s overall strategy? What does the company want to be known for in the market? What does the company want the customer experience to be? How does the operating model align to deliver that experience? It’s very difficult to drive sustainable results without an end-to- end service strategy that is well aligned to business objectives. For instance it’s hard to focus on a goal such as trying to create greater adoption of online self- service if the broader business strategy is to uniformly offer a high-touch cus- tomer experience. Global Operating Model Review As a first step, a company must fundamentally understand how it cur- rently delivers the customer experience and how well equipped it is to offer a tailored treatment strategy. This includes a review of the global operating model and go-to-market strategies from marketing, sales and service. By taking a holistic view across the full customer lifecycle of all of the inputs and outputs of the customer experience, the team can glean detailed insight on what services the company provides, how it provides them, how well it provides them, the challenges it faces, how it is organized to provide services, and more. From a global operating model perspec- tive, there are 12 key components to review: leadership and governance, customer experience design, business process management, new capability development, channel management, True customer-centricity is more than just having a strategy. It requires having differentiated operations that enable a company to flawlessly execute the strategy, learn from evolving markets, and incorporate lessons learned into future strategy to consistently remain ahead of customer needs, and the competition’s ability to deliver against them. A customer-centric operating model enables companies to break the silos—integrating and coordinating the people, processes, data, and supporting infrastructure across the organization to deliver a unified, consistent, branded customer experience. The full global operating model review helps a company assess where it stands against the desired end-state of customer-centric operations. Figure 1. Operating Model Components to Review
  • 6. Copyright ©2011, Accenture LLP. All rights reserved. Customers Segment 1 Segment 2 Segment 3 ... Segment n-1 Segment n Channels Face to Face Phone Email Web & Chat Mobile Collaboration Learn • Become aware of product/ service • Review and research product/service Buy • Decide to buy • Select product/ service options • Place order • Confirm order • Change order (contents, delivery speed/ date) Get • Check delivery status • Receive product/service • Activate product/service Use • Learn how to use product/ service and tools • Optimize use of product/service (utilization check) • Manage account and preferences Pay • Receive bill • Review bill • Pay bill Support • Check product/ service or account info • Identify need (self-identify or receive notification) • Acknowledge need • Request support • Check status • Resolve issue Page 5 In conducting this analysis, a company should consider the customer experi- ence from the “outside in.” This means thinking about the experience from the customer perspective based on the col- lection of voice of the customer (VoC) data and customer feedback obtained through monitoring interactions. Customer wants and needs become the footprint from which to build a differentiated experience strategy and channel-specific service capabilities. From a detailed perspective, the analysis identifies all of the reasons that customers interact with the company across each portion of the lifecycle: why they want to interact and what they intend to do at each of those interaction points (Figure 2). Then it maps how the customer wants to interact against how the company operationalizes to serve those intentions. Understanding Customer Needs and Intentions According to research, today just 28 percent of B2B companies use customer feedback to guide annual plans6. To this end, a second step in creating a holistic customer experience design is developing a detailed understanding of customer needs and intentions and how each cus- tomer experiences a given company across its lifecycle. This requires an assessment of the current customer experience across all segments, interactions and customer communication channels to determine the needs for any given customer segment, as well as for each channel. Of particular emphasis in the analysis and design are the “moments of truth.” A moment of truth is a point in the cus- tomer experience that has the potential to enhance or weaken the customer’s perception of the company. Identifying and analyzing moments of truth is important to help truly understand what matters most to customers, what causes them to be loyal, what is their desired customer experience and what aspects of that experience are, in fact, most important to them. Figure 2: How Customers Experience the Company
  • 7. Page 6 model for all customer segments, across all service intentions and interaction channels. Based on the blueprint, the company is now implementing a competitively differentiated and branded customer experience across its customer care and service operations. The roadmap for implementation is aligned to four overarching objectives: • Enhancing the customer con- tact experience with simpli- fied points of entry and con- sistent standards in customer interactions. • Shifting interactions to self- service channels by improving the online experience through usability and prioritized inter- actions and driving online adoption. • Differentiating customer treatments across contact handling, business process and policies and interaction chan- nels. • Enabling sustainable improve- ment by improving Voice of the Customer and adopting a holistic approach to customer experience management. While it is still too early in the implementation to measure, overall the company expects to increase customer satisfaction by two full percentage points—a very significant improvement in this industry. Furthermore, through its efforts to improve the online experience and a multi-year push to move The Customer Experience Blueprint in Action A global telecommunications product and service company identified the need to transform its customer operations to provide a consistent and differentiated service delivery model that was competitive across customer segments. Using the approach outlined elsewhere in this paper, the company developed a customer experience blueprint that balanced outstanding delivery with affordability and was based on a strong understanding of customer needs and intentions. The effort was quite complex, as there were ten customer segments across four lines of business. The team identified over 40 interaction types across the customer lifecycle from ordering, use and understanding, to invoicing, support and repair, and disconnection. These interactions occur across six channels (face-to-face, phone, email, Web and chat, mobile and collaboration). Identifying “moments of truth” was quite helpful to simplify and prioritize this complex analysis. Based on customer feedback, the team identified multiple such moments within the most critical customer interactions. The customer experience blueprint that resulted from this effort provided a treatment more transactions online, the company expects to save over $100 million per year, at which point more than 15 percent of its total of 100 million annual interactions will occur online. Another key objective, simplifying entry points, involves reducing the number of toll-free numbers through which customers access the company by almost 75 percent. Not only will this initiative ease customer navigation, it will significantly reduce the overall cost and resource required to maintain toll-free lines. Finally, in support of its environmental responsibility objective within this initiative, the company will launch a program to get business customers to stop receiving paper bills. As some business customers receive hundreds of pages of bills per month, this effort will have significant ecological impact while saving the company tens of millions of dollars per year.
  • 8. Channel Phone Email Web Face to Face Place Order Lifecycle Stage Change Order Channel Treatment Service Level Average Speed to Answer Average Handle Time Dedicated Phone Number Account-Customized IVR Dedicated Email Address Auto Acknowledgement Response Time Account-Customized Portal Personalization Single Sign On Available 80/60 <60 Seconds <10 Minutes Yes Yes Yes Yes 2 Hours Yes Yes Yes Yes 80/60 <60 Seconds <10 Minutes Yes Yes Yes Yes 1 Hour Yes Yes Yes Yes Copyright ©2011, Accenture LLP. All rights reserved. Page 7 all interactions contribute to the cus- tomer experience, the blueprint spans the full customer lifecycle. The model may emphasize different channels across the customer interaction lifecycle and provide different levels of treatment by segment and channel. In addition, it’s important to ensure that a company’s blueprint is global in nature but with local relevance, specificity and customization. Finally, the blueprint should be optimized from the perspective of affordability, balancing available budget and resource constraints against service needs and customer expectations. In other words, the blueprint should be taken through a process that maps available resources against the most critical service needs and expectations of customers. Construction of a Blueprint and Operational Roadmap Based on customer needs and intentions within a given segment, the final step is to determine how the company should provide the experience: what are the functional capabilities a company must deliver through specific channels (Web, voice, email); how does it provide those capabilities; and what service factors are relevant and required to match expectations? The blueprint provides a treatment model for all customer segments, across all customer intentions and interaction channels (Figure 3). In addition, because Once a company solidifies the customer experience blueprint, it can use the blueprint, along with the operating model review, to create a gap analysis. The gap analysis calibrates the blueprint against the company’s goals and objectives, which helps to identify the highest- priority outstanding capabilities on which to focus. Once it identifies those capabili- ties, the company can build a prioritized roadmap of programs and projects to implement the blueprint and align the organization to meet identified customer needs and intentions (Figure 4). Figure 3: Sample Components of a Customer Experience Blueprint: Treatments by Interaction Channel
  • 9. Page 8 approach that is fact-based—one that starts from mapping and analyzing the existing customer footprint, applies the results from that analysis against inter- action channels, and tests them against market trends, company experience, and other factors. Second, analyzing customer needs and intentions and constructing the appro- priate blueprint is an extremely data- and time-intensive, complex effort. Doing it well requires “heavy lifting” in terms of intellectual, analytical and implementation resources; thus, provid- ing adequate and appropriate resources is paramount to success. Overcoming the Stumbling Blocks Arriving at an implementable customer experience blueprint and roadmap is not easy. However, there are some important aspects of the customer experience blueprint approach that help ensure its success. First and foremost is creating the blueprint from a customer-centric per- spective that starts from gathering true customer needs and experiences versus relying on the company’s perceptions of those needs and experiences. A company should use a customer needs analysis Last but not least, the optimal strategy often is the result of a combination of best approaches from not only the company’s own industry, but also from other industries. Therefore, a company must be sure to approach the effort with a cross-industry perspective of best service practices. Figure 4: Illustrative Roadmap Operational Model Component Months Customer Experience Design Leadership & Governance Business Process Management New Capability Development Channel Management Customer Interaction Operations Global Workforce Management Global Talent Management Geographic Alignment Enterprise Engagement Operational Performance/Metrics Technology Enablement 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 1816 17 Copyright ©2011, Accenture LLP. All rights reserved.
  • 10. Page 9 For many companies, environmental responsibility is a top strategic objec- tive. Global consumer research that Accenture conducted in 2010 confirmed that customers across industries are also highly interested in environmental responsibility8. The research reported that having access to environmen- tally friendly options was important or extremely important to 56 percent of survey respondents (up from 51 percent the prior year). The customer experience blueprint can be integral to furthering sustainability objectives by, for instance, moving the customers for whom environ- mental responsibility is important from paper bills to online bills. Such a move also can create huge cost savings as B2B customers often receive hundreds of pages of paper bills each month. Customer Experience by Design or Default Customer experience will occur by design or default. Our experience in the marketplace proves that a company either intentionally enhances the brand by designing and delivering a branded and differentiated customer experience or, by default, diminishes the brand through a poor customer experience. In other words, without a service experience design to specifically enhance the brand, customer interactions frequently result in a customer experience that negatively reflects on the company and its brand. Only through holistic blueprint design can a company achieve its collective cus- tomer experience objectives and benefits. In an era where B2B service is becoming a significant differentiator and source of customer acquisition and retention, companies are compelled to create and implement a global customer experience blueprint that will further their pursuit of high performance. Reaping the Benefits It is clear that while a customer experi- ence blueprint is not easy to execute, it can generate significant benefits for companies—including superior customer satisfaction and retention, environmental responsibility, lower cost to serve, and a better overall branded customer experi- ence. Ultimately, these benefits translate into greater market value. A recent study conducted by Vanderbilt University looked at the predictive value of quar- terly customer satisfaction scores over a 10-year period. A portfolio of companies whose American Customer Satisfaction Index (ACSI) scores had risen over the past year and were above the national average far outperformed the market, gaining an average value of 1.08 percent per month. Over the 10-year period, the portfolio more than tripled, gaining 212 percent while the Standard & Poor’s 500- stock index rose 105 percent7. From a detailed perspective, the customer experience blueprint can drive the appro- priate customer segments and service interactions to less-expensive interaction channels such as online self-service. It can significantly improve service metrics such as routing of contacts, average han- dle times, and abandoned and dropped calls— all of which increase customer satisfaction. In addition, the strategy can simplify the number of customer entry points, which also can boost customer satisfaction by easing navigation, but also can reduce maintenance and support cost for the business.
  • 11. Page 10 References 1. 1st Annual ClearAction Business-to-Business Customer Experience Management Benchmarking Study, ClearAction, 2010. 2. Ibid. 3. Ibid. 4. Accenture 2010 Global Consumer Research. 5. 1st Annual ClearAction Business-to-Business Customer Experience Management Benchmarking Study, ClearAction, 2010. 6. 1st Annual ClearAction Business-to-Business Customer Experience Management Benchmarking Study, ClearAction, 2010. 7. “Customer Service when Service Means Survival”, Bloomberg.com, http://www. businessweek.com/blogs/personal_finance/archives/2009/02/customer_service_ when_service_means_survival.html, posted February 18, 2009. 8. Accenture 2010 Global Consumer Research.
  • 12. Copyright © 2011 Accenture All rights reserved. Accenture, its logo, and High Performance Delivered are trademarks of Accenture. About Accenture Accenture is a global management con- sulting, technology services and outsourc- ing company, with more than 215,000 people serving clients in more than 120 countries. Combining unparalleled experi- ence, comprehensive capabilities across all industries and business functions, and extensive research on the world’s most successful companies, Accenture collaborates with clients to help them become high-performance businesses and governments. The company generated net revenues of US$21.6 billion for the fiscal year ended Aug. 31, 2010. Its home page is www.accenture.com. About Accenture CRM Solutions Accenture’s Customer Relationship Management service line helps orga- nizations achieve high performance by transforming their marketing, sales and customer service functions to support accelerated growth, increased profit- ability and greater operating efficiency. Our research, insight and innovation, global reach and delivery experience have made us a worldwide leader, serving thousands of clients every year, including most Fortune® 100 compa- nies, across virtually all industries. Contact Us For further information, please contact: Michael Flodin michael.l.flodin@accenture.com Dwayne Norton dwayne.e.norton@accenture.com Christopher Mohr christopher.mohr@accenture.com Stay Connected Join Us Follow Us Watch Us Connect With Us