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How to Discover Business
Opportunities? Through Analyzing
Customer Experience
Frank Guo, PhD
Principal, UX Strategized
frank.guo@uxstrategized.com

1
Topic: Identifying business opportunities by looking at
customer experience as an ecosystem
Professional background – UX research & strategy


Established and managed UX research for major companies



Worked for Oracle, eBay, Barclays, BlackRock



Shaped the design of award-winning Web and mobile products



An award-winning UX paper based on peer review



Published more than a dozen of UX papers



Co-authored a book chapter



PhD in cognitive psychology, UCLA

Improved UX, product strategy, and marketing for


eBay



Yahoo!



PayPal



StubHub



Motorola



Cisco



IMVU

Discuss improving business through UX with Frank:
650.678.8061 • frank.guo@uxstrategized.com • www.frankguoblog.com

2
Customer Experience forms a
Holistic Ecosystem

3
What Is Customer Experience Ecosystem (CXE)?

Physical

Customer

Digital
Traditional UI
Design

Personal

4
The Blockbuster CXE

Return & exchange
But, stores are being closed

X

No return & exchange

Problem: 1) many stores are closed, 2)
customers cannot exchange DVDs at the
kiosks

Opportunity: Let customers return DVD received from mail and exchange for
additional DVDs at Kiosk, not stores
5
The Redbox CXE

Reserve & pick up

Many users don’t know they can browse and
reserve online, and therefore there’s a long
line in front of each kiosk

Opportunity: Encourage customers to reserve online to shorten the line in front of
the kiosks
6
The Financial Website CXE

In-Office

Financial
advisor user

Out-of-Office:
On the Go

Out-of-Office:
Client meeting

Opportunity: Use mobile devices to bridge out-of-office and in-office activities.

7
Customer Experience Ecosystem (CXE) Analysis


Process of CXE analysis



Step 2: Identifying gaps





Step 1: Mapping end-to-end customer journey across all touch points
Step 3: Developing solutions

Benefits of CXE analysis


Improving conversion/reducing drop-off



Increasing repeat visits



Enhancing long-term customer loyalty

8
How to Conduct CXE Analysis
Step 1: Mapping Customer Journey

9
Before

10
Before

During

11
Before

During

After

12
Before

During

After

13
Before

During

After

14
How to Conduct CXE Analysis
Step 2: Identifying Gaps

15
Before

During

After

16
Before

During

After

17
How to Conduct CXE Analysis
Step 3: Filling Gaps

18
Before

During

After

19
Before

During

After

20
Before
During

After

21
Case Study – Medical Device Start-Up: Bridging Digital and Physical Spaces

Digital Client Center
Web
Mobile
Social Media

Patients
Caretakers
Gym goers
Shoppers
Employees
Everybody

End Users

Cyclical Influence

Independent
Influencers
Healthcare experts
Bloggers
Celebrity spokespersons

Intermediaries
b2b Sales
Distribution network
Strategic partnership
Events & sponsorship

Hospitals & clinics
Nursing homes
Gyms
Wellness centers
Malls and stores
Company campuses
Everywhere

Building a distribution strategy that connects all touchpoints
22
Case Study – Mobile and Web Are Inherently Connected

Leveraging mobile and Web at different points in customer
journey, and bridge the two platforms seemlessly.

23
Case Study – Disconnection Led to Huge Drop-Offs

register

App

X
return

website

App

Poorly designed registration on the website causes huge
drop-offs on mobile app.

24
Case Study – HR Tool: Problems

Website

Problem: Solving usability issues in the tool

25
Case Study – HR Tool: Solutions

Dashboard

In-context,
scenario-based
tutorials

New Manager
Training
• Company philosophy
• HR policies
• Overview of tool

• Explain “why”, not just
“how”

Website

Solutions: Developing multi-touchpoint strategy

26
Q&A
To read more about UX strategy examples and ideas, check out
my UX blog: www.frankguoblog.com
Have questions or suggestions? Feel free to email me at:
frank.guo@uxstrategized.com

27

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Improve Your User Experience Through Customer Journey Analysis

  • 1. How to Discover Business Opportunities? Through Analyzing Customer Experience Frank Guo, PhD Principal, UX Strategized frank.guo@uxstrategized.com 1
  • 2. Topic: Identifying business opportunities by looking at customer experience as an ecosystem Professional background – UX research & strategy  Established and managed UX research for major companies  Worked for Oracle, eBay, Barclays, BlackRock  Shaped the design of award-winning Web and mobile products  An award-winning UX paper based on peer review  Published more than a dozen of UX papers  Co-authored a book chapter  PhD in cognitive psychology, UCLA Improved UX, product strategy, and marketing for  eBay  Yahoo!  PayPal  StubHub  Motorola  Cisco  IMVU Discuss improving business through UX with Frank: 650.678.8061 • frank.guo@uxstrategized.com • www.frankguoblog.com 2
  • 3. Customer Experience forms a Holistic Ecosystem 3
  • 4. What Is Customer Experience Ecosystem (CXE)? Physical Customer Digital Traditional UI Design Personal 4
  • 5. The Blockbuster CXE Return & exchange But, stores are being closed X No return & exchange Problem: 1) many stores are closed, 2) customers cannot exchange DVDs at the kiosks Opportunity: Let customers return DVD received from mail and exchange for additional DVDs at Kiosk, not stores 5
  • 6. The Redbox CXE Reserve & pick up Many users don’t know they can browse and reserve online, and therefore there’s a long line in front of each kiosk Opportunity: Encourage customers to reserve online to shorten the line in front of the kiosks 6
  • 7. The Financial Website CXE In-Office Financial advisor user Out-of-Office: On the Go Out-of-Office: Client meeting Opportunity: Use mobile devices to bridge out-of-office and in-office activities. 7
  • 8. Customer Experience Ecosystem (CXE) Analysis  Process of CXE analysis   Step 2: Identifying gaps   Step 1: Mapping end-to-end customer journey across all touch points Step 3: Developing solutions Benefits of CXE analysis  Improving conversion/reducing drop-off  Increasing repeat visits  Enhancing long-term customer loyalty 8
  • 9. How to Conduct CXE Analysis Step 1: Mapping Customer Journey 9
  • 15. How to Conduct CXE Analysis Step 2: Identifying Gaps 15
  • 18. How to Conduct CXE Analysis Step 3: Filling Gaps 18
  • 22. Case Study – Medical Device Start-Up: Bridging Digital and Physical Spaces Digital Client Center Web Mobile Social Media Patients Caretakers Gym goers Shoppers Employees Everybody End Users Cyclical Influence Independent Influencers Healthcare experts Bloggers Celebrity spokespersons Intermediaries b2b Sales Distribution network Strategic partnership Events & sponsorship Hospitals & clinics Nursing homes Gyms Wellness centers Malls and stores Company campuses Everywhere Building a distribution strategy that connects all touchpoints 22
  • 23. Case Study – Mobile and Web Are Inherently Connected Leveraging mobile and Web at different points in customer journey, and bridge the two platforms seemlessly. 23
  • 24. Case Study – Disconnection Led to Huge Drop-Offs register App X return website App Poorly designed registration on the website causes huge drop-offs on mobile app. 24
  • 25. Case Study – HR Tool: Problems Website Problem: Solving usability issues in the tool 25
  • 26. Case Study – HR Tool: Solutions Dashboard In-context, scenario-based tutorials New Manager Training • Company philosophy • HR policies • Overview of tool • Explain “why”, not just “how” Website Solutions: Developing multi-touchpoint strategy 26
  • 27. Q&A To read more about UX strategy examples and ideas, check out my UX blog: www.frankguoblog.com Have questions or suggestions? Feel free to email me at: frank.guo@uxstrategized.com 27