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EXPERIENCE
AS STRATEGY
Jamin Hegeman
@jamin




March 31, 2012 |CSPA
What is an experience?




                         2
3
4
e experience is more than
the design of the interface.




                               5
Experience is the feelings people have
while interacting with a service.




                                         6
A lot of companies operate like this.


        Idea!               Make!       &($*@?




                                                 7
A lot of companies operate like this.


        Idea!                 Make!                             &($*@?




                      Don’t have a clear vision of the experience.

     Why?             Don’t know customer needs and behavior.
                      Don’t know what the best options might be.
                      Don’t have a compelling interface.


                                                                         7
How can you avoid this?




                          8
Empathize with customers.
Immerse yourself in their world.




                                   10
Learn their behaviors and motivations.




                                         11
Connect insights to business objectives.




                                           12
Generate lots of concepts.
Put every idea on the table.




                               14
e first idea is often not the best.




Generate                    Analyze                  Prioritize
Use the research to drive   Analyze and categorize   Identify concepts that have
ideas. Go for quantity.     initial concepts.        the most value.
Create a tangible story.
Rail Europe Experience Map
Guiding Principles

People choose rail travel because it is                                                    Rail booking is only one part of people’s larger                                                     People build their travel plans over time.                                                             People value service that is respectful, effective
convenient, easy, and flexible.                                                             travel process.                                                                                                                                                                                             and personable.


Customer Journey

 STAGES                Research & Planning                                            Shopping                                                        Booking                                                    Post-Booking, Pre-Travel                                      Travel                                                                Post Travel


                                                                                                      Enter trips            Review fares           Confirm         Delivery      Payment      Review &                                                                                                                                                                 Share experience
 RAIL EUROPE                          Research destinations, routes and products                                                                                                                                           Wait for paper tickets to arrive                              Activities, unexpected changes
                                                                                                                Select pass(es)                     itinerary      options       options       confirm                                                                                                                                                  Follow-up on refunds for booking changes


                                       Destination                    Look up
                                         pages                                                                                                                                                                                          Change         Check ticket                                                                                                                         Share
                                                                    time tables                                                                                                                                                                                                             E-ticket Print
                                                                                                                                                                                                                                         plans           status                                                                                                                             photos
                                                                                                                                                                                                                                                                                             at Station
                                                                                                                                                                                                                                                                                                                   Get stamp
                                                                                                          Live chat for                                                                                                                                                                                            for refund                                                       Web
                                                 raileurope.com
                                                                                                           questions
                                  Plan with                        Map itinerary
                              interactive map                      (finding pass)                                                                                                                                                                                                                                                                                               Share
                                                                                                                                                                                                                                                                                                                                                                            experience
                                                                                                                                                                      May call if                                                                                                                      Buy additional                                                        (reviews)
 DOING                                                                                                                                                                                                                                                                                                    tickets
                                                                                                                                                                      difficulties
                                                                                                                                                                        occur
                                                                                                   Kayak,                                                                                                                                                                      View
                                                                           Blogs &                                                                                                                                                                                                                   web/
                                                                                                  compare                                                                                                                                                                      maps                  apps
                                                                         Travel sites                                                                                                                                 Print e-tickets
                                                                                                   airfare                                                                                                               at home                   Paper tickets                                                     Plan/
                                                                                         Web                                                                                                                                                       arrive in mail                 Look up
                                                                                                                                                                                                                                                                                                                    confirm
                                                                                                                                                                                                                                                                                timetables        Arrange                                              Request                            Mail tickets
                              Talk with                                                                                                                                                                                                                                                                             activities
                                                                        Google                       Research                                                                                                                                                                                                                                          refunds                            for refund
                               friends                                                                                                                                                                                                                                                             travel
                                                                       searches                       hotels



                       • What is the easiest way to get around Europe?              • I want to get the best price, but I’m willing to pay a        • Do I have all the tickets, passes and reservations       • Do I have everything I need?                                 • I just figured we could grab a train but there are                   • Trying to return ticket I was not able to use. Not
                       • Where do I want to go?                                       little more for first class.                                     I need in this booking so I don’t pay more               • Rail Europe website was easy and friendly, but                 not more trains. What can we do now?                                  sure if I’ll get a refund or not.
 THINKING              • How much time should I/we spend in each                    • How much will my whole trip cost me? What are my                shipping?                                                  when an issue came up, I couldn’t get help.                  • Am I on the right train? If not, what next?                         • People are going to love these photos!
                          place for site seeing and activities?                       trade-offs?                                                   • Rail Europe is not answering the phone. How                                                                             • I want to make more travel plans. How do I                          • Next time, we will explore routes and availability
                                                                                    • Are there other activities I can add to my plan?                                                                         • What will I do if my tickets don’t arrive in time?
                                                                                                                                                      else can I get my question answered?                                                                                      do that?                                                              more carefully.



                       • I’m excited to go to Europe!                               • It’s hard to trust Trip Advisor. Everyone is                  • Website experience is easy and friendly!                 • Stressed that I’m about to leave the country                 • I am feeling vulnerable to be in an unknown place in                • Excited to share my vacation story with
                       • Will I be able to see everything I can?                      so negative.                                                  • Frustrated to not know sooner about which                  and Rail Europe won’t answer the phone.                        the middle of the night.                                              my friends.
                       • What if I can’t afford this?                               • Keeping track of all the different products                     tickets are eTickets and which are paper tickets.                                                                       • Stressed that the train won’t arrive on time for my
 FEELING                                                                                                                                                                                                       • Frustrated that Rail Europe won’t ship tickets                 connection.
                                                                                                                                                                                                                                                                                                                                                    • A bit annoyed to be dealing with ticket refund
                       • I don’t want to make the wrong choice.                       is confusing.                                                   Not sure my tickets will arrive in time.                   to Europe.                                                   • Meeting people who want to show us around is fun,                     issues when I just got home.
                                                                                    • Am I sure this is the trip I want to take?
                                                                                                                                                                                                               • Happy to receive my tickets in the mail!                       serendipitous, and special.



                       Enjoyability                                                Enjoyability                                                    Enjoyability                                                Enjoyability                                                  Enjoyability                                                          Enjoyability

 EXPERIENCE            Relevance of Rail Europe                                    Relevance of Rail Europe                                        Relevance of Rail Europe                                    Relevance of Rail Europe                                      Relevance of Rail Europe                                              Relevance of Rail Europe

                       Helpfulness of Rail Europe                                  Helpfulness of Rail Europe                                      Helpfulness of Rail Europe                                  Helpfulness of Rail Europe                                    Helpfulness of Rail Europe                                            Helpfulness of Rail Europe



Opportunities
GLOBAL                                                                                                                                         PLANNING, SHOPPING, BOOKING                                                                                                                          POST-BOOK, TRAVEL, POST-TRAVEL

Communicate a clear value                 Help people get the help they                  Support people in creating their                      Enable people to plan over time.               Visualize the trip for planning                    Arm customers with information                       Improve the paper ticket                                Accommodate planning and
proposition.                              need.                                          own solutions.                                                                                       and booking.                                       for making decisions.                                experience.                                             booking in Europe too.

STAGE: Initial visit                      STAGES: Global                                 STAGES: Global                                        STAGES: Planning, Shopping                     STAGES: Planning, Shopping                         STAGES: Shopping, Booking                            STAGES: Post-Booking, Travel, Post-Travel               STAGE: Traveling


Make your customers into better,          Engage in social media with                                                                          Connect planning, shopping and                 Aggregate shipping with a                                                                               Proactively help people deal                            Communicate status clearly at
more savvy travelers.                     explicit purposes.                                                                                   booking on the web.                            reasonable timeline.                                                                                    with change.                                            all times.

STAGES: Global                            STAGES: Global                                                                                       STAGES: Planning, Shopping, Booking            STAGE: Booking                                                                                          STAGES: Post-Booking, Traveling                         STAGES: Post-Booking, Post Travel




                                                                                                                                                                                       Information          Stakeholder interviews                               Customer Experience Survey                                           Ongoing,                    Linear                      Non-linear, but
                                                                                                                                                                                                                                                                                                                                      non-linear                  process                     time based
                                                                                                                                                                                           sources          Cognitive walkthroughs                               Existing Rail Europe Documentation

                                                                                                                                                                                                                                                                                                                                                   Experience Map for Rail Europe | August 2011
                                                                                                                                                                                                                                                                                                                                                                                                  17
Prototype through storyboards.




                                 18
Validate with customers.




                           19
Empathize with customers.
Uncover needs and understand context. What really makes sense in their lives?




Generate lots of concepts.
Your first idea is not your best. Prioritize and move forward with the best.




Create a tangible story.
Get the vision out of your head and into a form that you can share and test.




Design with confidence.

                                                                                20
Use design as a strategy to be successful.

        Idea!              Empathize!        concept!




    visualize!               Make!           success!




                                                        21
anks!
CONTACT

Jamin Hegeman
jamin@adaptivepath.com | @jamin




                                  22

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Experience as Strategy

  • 2. What is an experience? 2
  • 3. 3
  • 4. 4
  • 5. e experience is more than the design of the interface. 5
  • 6. Experience is the feelings people have while interacting with a service. 6
  • 7. A lot of companies operate like this. Idea! Make! &($*@? 7
  • 8. A lot of companies operate like this. Idea! Make! &($*@? Don’t have a clear vision of the experience. Why? Don’t know customer needs and behavior. Don’t know what the best options might be. Don’t have a compelling interface. 7
  • 9. How can you avoid this? 8
  • 11. Immerse yourself in their world. 10
  • 12. Learn their behaviors and motivations. 11
  • 13. Connect insights to business objectives. 12
  • 14. Generate lots of concepts.
  • 15. Put every idea on the table. 14
  • 16. e first idea is often not the best. Generate Analyze Prioritize Use the research to drive Analyze and categorize Identify concepts that have ideas. Go for quantity. initial concepts. the most value.
  • 18. Rail Europe Experience Map Guiding Principles People choose rail travel because it is Rail booking is only one part of people’s larger People build their travel plans over time. People value service that is respectful, effective convenient, easy, and flexible. travel process. and personable. Customer Journey STAGES Research & Planning Shopping Booking Post-Booking, Pre-Travel Travel Post Travel Enter trips Review fares Confirm Delivery Payment Review & Share experience RAIL EUROPE Research destinations, routes and products Wait for paper tickets to arrive Activities, unexpected changes Select pass(es) itinerary options options confirm Follow-up on refunds for booking changes Destination Look up pages Change Check ticket Share time tables E-ticket Print plans status photos at Station Get stamp Live chat for for refund Web raileurope.com questions Plan with Map itinerary interactive map (finding pass) Share experience May call if Buy additional (reviews) DOING tickets difficulties occur Kayak, View Blogs & web/ compare maps apps Travel sites Print e-tickets airfare at home Paper tickets Plan/ Web arrive in mail Look up confirm timetables Arrange Request Mail tickets Talk with activities Google Research refunds for refund friends travel searches hotels • What is the easiest way to get around Europe? • I want to get the best price, but I’m willing to pay a • Do I have all the tickets, passes and reservations • Do I have everything I need? • I just figured we could grab a train but there are • Trying to return ticket I was not able to use. Not • Where do I want to go? little more for first class. I need in this booking so I don’t pay more • Rail Europe website was easy and friendly, but not more trains. What can we do now? sure if I’ll get a refund or not. THINKING • How much time should I/we spend in each • How much will my whole trip cost me? What are my shipping? when an issue came up, I couldn’t get help. • Am I on the right train? If not, what next? • People are going to love these photos! place for site seeing and activities? trade-offs? • Rail Europe is not answering the phone. How • I want to make more travel plans. How do I • Next time, we will explore routes and availability • Are there other activities I can add to my plan? • What will I do if my tickets don’t arrive in time? else can I get my question answered? do that? more carefully. • I’m excited to go to Europe! • It’s hard to trust Trip Advisor. Everyone is • Website experience is easy and friendly! • Stressed that I’m about to leave the country • I am feeling vulnerable to be in an unknown place in • Excited to share my vacation story with • Will I be able to see everything I can? so negative. • Frustrated to not know sooner about which and Rail Europe won’t answer the phone. the middle of the night. my friends. • What if I can’t afford this? • Keeping track of all the different products tickets are eTickets and which are paper tickets. • Stressed that the train won’t arrive on time for my FEELING • Frustrated that Rail Europe won’t ship tickets connection. • A bit annoyed to be dealing with ticket refund • I don’t want to make the wrong choice. is confusing. Not sure my tickets will arrive in time. to Europe. • Meeting people who want to show us around is fun, issues when I just got home. • Am I sure this is the trip I want to take? • Happy to receive my tickets in the mail! serendipitous, and special. Enjoyability Enjoyability Enjoyability Enjoyability Enjoyability Enjoyability EXPERIENCE Relevance of Rail Europe Relevance of Rail Europe Relevance of Rail Europe Relevance of Rail Europe Relevance of Rail Europe Relevance of Rail Europe Helpfulness of Rail Europe Helpfulness of Rail Europe Helpfulness of Rail Europe Helpfulness of Rail Europe Helpfulness of Rail Europe Helpfulness of Rail Europe Opportunities GLOBAL PLANNING, SHOPPING, BOOKING POST-BOOK, TRAVEL, POST-TRAVEL Communicate a clear value Help people get the help they Support people in creating their Enable people to plan over time. Visualize the trip for planning Arm customers with information Improve the paper ticket Accommodate planning and proposition. need. own solutions. and booking. for making decisions. experience. booking in Europe too. STAGE: Initial visit STAGES: Global STAGES: Global STAGES: Planning, Shopping STAGES: Planning, Shopping STAGES: Shopping, Booking STAGES: Post-Booking, Travel, Post-Travel STAGE: Traveling Make your customers into better, Engage in social media with Connect planning, shopping and Aggregate shipping with a Proactively help people deal Communicate status clearly at more savvy travelers. explicit purposes. booking on the web. reasonable timeline. with change. all times. STAGES: Global STAGES: Global STAGES: Planning, Shopping, Booking STAGE: Booking STAGES: Post-Booking, Traveling STAGES: Post-Booking, Post Travel Information Stakeholder interviews Customer Experience Survey Ongoing, Linear Non-linear, but non-linear process time based sources Cognitive walkthroughs Existing Rail Europe Documentation Experience Map for Rail Europe | August 2011 17
  • 21. Empathize with customers. Uncover needs and understand context. What really makes sense in their lives? Generate lots of concepts. Your first idea is not your best. Prioritize and move forward with the best. Create a tangible story. Get the vision out of your head and into a form that you can share and test. Design with confidence. 20
  • 22. Use design as a strategy to be successful. Idea! Empathize! concept! visualize! Make! success! 21