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Designing a World-class
CX Program
ROADMAP AND KEY ELEMENTS TO CONSIDER WHEN CREATING
1
Core
Components
When creating a new CX
program from scratch, to
ensure success, it is
essential to design with
four core components.
Vision &
Strategy
Program
Design
Organization
&
Governance
Processes
&
Tools
Created by Brett Sharp, 2016
2
Essentials within each component
•Defined vision which unifies the enterprise to leverage CX as an enabler to business
success.
•Consistently integrated and proactive strategy that drives ongoing investment and
improvement in CX.
Vision & Strategy
•Intentional experience design tailored for each customer type and aligned with
brand promise.
•Ongoing process to consistently measure CX performance and use insights to assist
enterprise decision-making.
Program Design
•Embedded CX leaders and team members across the enterprise on cross-
functional and cross-product teams.
•Established responsibility guidelines and CX program governance processes
employed across the enterprise.
Organization &
Governance
•Proactive approach to identify and engage relevant stakeholders with actionable
CX insights through a closed-loop process.
•Innovative CX technologies that enable closed-loop engagement and enhanced
customer understanding
Processes & Tools
Created by Brett Sharp, 2016
3
5-Step Roadmap
Commitment
Listen
Analyze
Engage
Act
Based on experience, and
best practice thinking from
other CX professionals,
following these five steps
will significantly improve
the probability of
designing a highly
successful CX program.
Created by Brett Sharp, 2016
4
Tactics and consideration at each step
Commitment
•Organizational
strategy & vision
•Priorities &
resources
•Execution &
examples
•KPIs & executive
agendas
•Internal/External
messages
Listen
•Ask questions
•All channel
feedback
•Journey Maps
•Ethnographies
•Deep dive to
actions
•Embrace
empathy
Analyze
•Integrate qual.
& quant. data
•Explore issues
behind numbers
•Address needs
of all teams
•How does info
flow / is shared?
•Guide int./ext.
messaging
Engage
•Align with vision
•What is benefit /
motivation?
•Gather others,
advocates
•Build in regular
recognition
•Requires full
transparency
•Best practices
Act
•Roles and
responsibility
•Cross-functional
engagement
•Limit to top 3-5
•Follow-up, share
information
•Need to close-
loop with
customers
Business Sponsor Research Intelligence Accountability Focus on Priorities
Created by Brett Sharp, 2016
5
How to determine priorities?
Deprioritize
Automate
Experiences
Strategic
Custom
Experiences Create
Intentional
Experiences
High
High
Low
Low
Impact
Interaction
Created by Brett Sharp, 2016
6
What should be included?
Flex / Custom
External Benchmarks
• Macroeconomic Data
• Behavioral, Cultural, or Social Trends
• Industry or Market Shifts
Qualitative Research
• Ethnographies
• Customer Journey Mapping
• Traditional or Online Focus Groups
Quantitative Research
• Messaging Optimization
• Segmentation
• New Product or Service Innovation
Ongoing
Targeted
• Post-Purchase Survey
• Relationship Survey with NPS, Key Drivers and Diagnostics
• UX Feedback
Unsolicited
• Account Reviews
• Advisory Panels (external = clients, internal = advocates)
• Social Media & Web Analytics
Created by Brett Sharp, 2016
7
“
”
If you build a great experience,
customers tell each other out it.
Word of mouth is very powerful.
JEFF BEZOS, AMAZON
It starts with senior leadership buy-in, is all-inclusive and pervasive in scope, remains
unabashedly objective, and requires adherence to guidelines and full transparency in both
external and internal communications and agendas. Master those areas and you’ll be
world-class in no time!
Created by Brett Sharp, 2016
8

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2016 Building World-class CX Program

  • 1. Designing a World-class CX Program ROADMAP AND KEY ELEMENTS TO CONSIDER WHEN CREATING 1
  • 2. Core Components When creating a new CX program from scratch, to ensure success, it is essential to design with four core components. Vision & Strategy Program Design Organization & Governance Processes & Tools Created by Brett Sharp, 2016 2
  • 3. Essentials within each component •Defined vision which unifies the enterprise to leverage CX as an enabler to business success. •Consistently integrated and proactive strategy that drives ongoing investment and improvement in CX. Vision & Strategy •Intentional experience design tailored for each customer type and aligned with brand promise. •Ongoing process to consistently measure CX performance and use insights to assist enterprise decision-making. Program Design •Embedded CX leaders and team members across the enterprise on cross- functional and cross-product teams. •Established responsibility guidelines and CX program governance processes employed across the enterprise. Organization & Governance •Proactive approach to identify and engage relevant stakeholders with actionable CX insights through a closed-loop process. •Innovative CX technologies that enable closed-loop engagement and enhanced customer understanding Processes & Tools Created by Brett Sharp, 2016 3
  • 4. 5-Step Roadmap Commitment Listen Analyze Engage Act Based on experience, and best practice thinking from other CX professionals, following these five steps will significantly improve the probability of designing a highly successful CX program. Created by Brett Sharp, 2016 4
  • 5. Tactics and consideration at each step Commitment •Organizational strategy & vision •Priorities & resources •Execution & examples •KPIs & executive agendas •Internal/External messages Listen •Ask questions •All channel feedback •Journey Maps •Ethnographies •Deep dive to actions •Embrace empathy Analyze •Integrate qual. & quant. data •Explore issues behind numbers •Address needs of all teams •How does info flow / is shared? •Guide int./ext. messaging Engage •Align with vision •What is benefit / motivation? •Gather others, advocates •Build in regular recognition •Requires full transparency •Best practices Act •Roles and responsibility •Cross-functional engagement •Limit to top 3-5 •Follow-up, share information •Need to close- loop with customers Business Sponsor Research Intelligence Accountability Focus on Priorities Created by Brett Sharp, 2016 5
  • 6. How to determine priorities? Deprioritize Automate Experiences Strategic Custom Experiences Create Intentional Experiences High High Low Low Impact Interaction Created by Brett Sharp, 2016 6
  • 7. What should be included? Flex / Custom External Benchmarks • Macroeconomic Data • Behavioral, Cultural, or Social Trends • Industry or Market Shifts Qualitative Research • Ethnographies • Customer Journey Mapping • Traditional or Online Focus Groups Quantitative Research • Messaging Optimization • Segmentation • New Product or Service Innovation Ongoing Targeted • Post-Purchase Survey • Relationship Survey with NPS, Key Drivers and Diagnostics • UX Feedback Unsolicited • Account Reviews • Advisory Panels (external = clients, internal = advocates) • Social Media & Web Analytics Created by Brett Sharp, 2016 7
  • 8. “ ” If you build a great experience, customers tell each other out it. Word of mouth is very powerful. JEFF BEZOS, AMAZON It starts with senior leadership buy-in, is all-inclusive and pervasive in scope, remains unabashedly objective, and requires adherence to guidelines and full transparency in both external and internal communications and agendas. Master those areas and you’ll be world-class in no time! Created by Brett Sharp, 2016 8