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CX Blueprint:
Designing a Holistic CX Model
from Strategy to Implementation
Customer Experience Management
Middle East Summit
Dubai, UAE
September 22nd , 2014
Mohamad A. El-Hinnawi
2Source: Forrester Research
Evolution of Ages & reaching the “Age of Customer” …
Drivers of commitment to customer experience
3Source: Peppers & Rogers Group
… especially with the power of Digital Customers
Drivers of commitment to customer experience
4
Front Porch Theory
Reference: The Front Porch Theory – Cam Cornelius (https://www.linkedin.com/pulse/article/20140414215839-33120216-
the-front-porch-theory)
5
Indifferent
Customers who are
not attached to a
certain brand and can
easily switch to a
different brand based
on need, price, etc..
Satisfied
Customers who are
currently happy with
your offerings. Those
customers do not
have emotional bond
with your band and
may switch based on
value.
Loyal
Customers who are
loyal to your brand
and are able to be
up-sold or cross-sold.
Though they are loyal,
they are inactive in
terms of promoting the
brand.
Advocates
Highly engaged
customers that are
emotionally attached
to the brand and are
highly active in terms
of recommending it.
CustomerTypes
Customer Experience LevelNeutral/Passive Positive/Active
Customer Experience aims at moving customers
from being “Indifferent” to being “Advocates”
6
Advocates
Highly engaged
customers that are
emotionally attached to
the brand and are highly
active in terms of
recommending it.
5.2 times more likely to purchase
more from a company
5.8 times more likely to forgive a
company if it makes a mistake
Source: The State of Customer Experience – Temkin Group
Brand Advocates
7
Large number of disconnected tools,
technologies and Application
Lack of coordination across channels
to ensure consistency
Lack of customers driven measures to
understand real satisfaction
Lack of complete view of Customer to
better understand needs
Silos in the company
Organizational obstacles facing CEM…
8
Putting it all together …
9
CX Blueprint
10
CX Blueprint
Organization
Data
Processes
Systems
Identify Visualize Measure
Analyze
RecommendTrainTransform
Dimensions* Transformation Stages
Enablers
1 2 3
4
567
Strategy Design
Culture
Governance
Voice of
Customers
Understanding
*Source: Forrester Research
11
CX Blueprint: Dimensions
12
CX Blueprint: Dimensions - Strategy
Dimensions Description
Strategy Design
Culture
Governance
Voice of
Customers
Understanding
Acquisition Satisfaction
Cost
Retention
Rate
13
CX Blueprint: Dimensions - Governance
Dimensions Description
Strategy Design
Culture
Governance
Voice of
Customers
Understanding
Executive Board
CEM Center of Excellence
Decision
Design,
Planning&
Coordination
Execution
Marketing Sales Customer Care
HR …. IT
14
CX Blueprint: Dimensions - VoC
Dimensions Description
Strategy Design
Culture
Governance
Voice of
Customers
Understanding
Executive Board
Monthly
CSAT
Transacti
onal
USSD Website
Email &
SMS
OVS NPS WoMI CES NTS
Stage
1
Tx 1
Stage
2
Stage
x
Tx 2
Tx 1
Tx 2
Tx 1
Tx 2
F2F
Call
Center
Social
Media
Mobile
App
Web &
Email
15
CX Blueprint: Dimensions - Understanding
Dimensions Description
Strategy Design
Culture
Governance
Voice of
Customers
Understanding
Demographics Attitude/Personality
Usage
Behavior
Interests &
Hobbies
Gender, age
group, social
class
Competent,
Steady,
Director,
Influencer
Sports, Music,
Movies,
Shopping,
etc..
Trendy,
Conservative,
High Value,
Below 0
Understanding Customers needs and expectations, by
surveying and observation and then building Customer
Advocacy
PERSONAS
16
CX Blueprint: Dimensions - Culture
Dimensions Description
Strategy Design
Culture
Governance
Voice of
Customers
Understanding
17
CX Blueprint: Dimensions - Culture
Dimensions Description
Strategy Design
Culture
Governance
Voice of
Customers
Understanding
18
CX Blueprint: Dimensions - Design
Dimensions Description
Strategy Design
Culture
Governance
Voice of
Customers
Understanding
ProcessesInnovationLab Products Platforms
Automated
Processes
•Innovative
•Customer-
Centered
•Digital
•Integrated
Utilizing the understanding of Customers needs
and expectations into customer-centric
Processes, Products and Platforms
19
CX Blueprint: Transformation Stages
20
CX Blueprint: Transformation Stages - Identify
Transformation Stages Description
Identify
1
Visualize
2
Measure
3
Analyze
4
Recomme
nd
5
Train
6
Transform
7
Identify the strategic objectives of your Customer
Experience program:
Increasing Customer lifetime value,
redirecting customers to effortless and cost
effective channels, etc..
Deliver WOW experiences and reduce pain
points
Use Design thinking approaches for driving
creativity and innovation
21
CX Blueprint: Transformation Stages - Visualize
Transformation Stages Description
Identify
1
Visualize
2
Measure
3
Analyze
4
Recomme
nd
5
Train
6
Transform
7
• Map the customer journey, the related stages and the
associated transactions.
• Customer Journey Map is the Value Stream Map
22
CX Blueprint: Transformation Stages - Measure
Transformation Stages Description
Identify
1
Visualize
2
Measure
3
Analyze
4
Recomme
nd
5
Train
6
Transform
7
1 2 3 4 5 6 7 8 9 10
Detractors Passives Promoters
1 2 3 4 5 6 7 8 9 10
Pain Neutral Delight
1 2 3 4 5 6 7 8 9 10
High Effort
Medium
Effort
Low Effort
NPSOVS/CSATCES
23
CX Blueprint: Transformation Stages - Measure
Transformation Stages Description
Identify
1
Visualize
2
Measure
3
Analyze
4
Recomme
nd
5
Train
6
Transform
7
The flow of Voice of Customer within the organization is an
iterative process based on Qualitative and Quantitative
research on both Relational and Transactional basis
24
CX Blueprint: Transformation Stages - Analyze
Transformation Stages Description
Identify
1
Visualize
2
Measure
3
Analyze
4
Recomme
nd
5
Train
6
Transform
7
External Collection: VoC
Internal Collection: Key Performance Indicators
Bucket 1 Bucket 2 Bucket 3
25
CX Blueprint: Transformation Stages - Recommend
Transformation Stages Description
Identify
1
Visualize
2
Measure
3
Analyze
4
Recomme
nd
5
Train
6
Transform
7
Drive recommendations based on:
• Root cause analysis
• Internal stakeholders/functional owners feedback
• Long-term positive business cases (considering LTV)
Customer is King & Cash is King
26
CX Blueprint: Transformation Stages - Train
Transformation Stages Description
Identify
1
Visualize
2
Measure
3
Analyze
4
Recomme
nd
5
Train
6
Transform
7
Continuous engagement of employees is needed:
• Start early on by making CEM orientation part of the
hiring process
• Hold employee on boarding sessions covering the
importance and structure of CEM within the organization
• Hold continuous awareness sessions for current
employees
• Distribute weekly periodicals covering CEM
27
CX Blueprint: Transformation Stages - Transform
Transformation Stages Description
Identify
1
Visualize
2
Measure
3
Analyze
4
Recomme
nd
5
Train
6
Transform
7
Program
1
Program
2
…….
Program
15
Map different
initiatives
Into different
programs
Execute and
control
28
Final Notes
29
Treat the Voice of Customers as Music to your Ears
30
Silent Customers
31
Silent Customers
A silent customer is a dangerous
customer. You don’t know what
they’re thinking. Be Proactive and
ask.
-Shep Hyken
32
Customers in the Blind Spot
http://www.fortheinjured.com/blind-spot-accident.html#top
33
Customers in the Blind Spot
Statistics from the National Highway
Traffic Safety Administration show that
nearly 840,000 blind spot accidents
occur each year in the United States
resulting in 300 fatalities
http://www.fortheinjured.com/blind-spot-accident.html#top
34
Customers in the Blind Spot
According to Financial Training
Services, 96% of unhappy
customers don’t complain,
however 91% of those will simply
leave and never come back
35
Moments of Truth and Coffee Stains…
Moments of Truth are moments in the
Customer journey with highest impact
on CX
Keeping focus on Moments of Truth
while picturing their ideal state helps
optimize impact on CX
Failing to satisfy customers’ moments of
truth may result in long term negative
perception => Coffee Stains
36
Customer Experience Management is a Journey
not a Destination
37
Thank YOU!
Mohamad.hinnawi@gmail.com
@ Mohamad El-Hinnawi
@mdhinnawi

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CX Blueprint-Dubai-Final_LinkedIn

  • 1. 1 CX Blueprint: Designing a Holistic CX Model from Strategy to Implementation Customer Experience Management Middle East Summit Dubai, UAE September 22nd , 2014 Mohamad A. El-Hinnawi
  • 2. 2Source: Forrester Research Evolution of Ages & reaching the “Age of Customer” … Drivers of commitment to customer experience
  • 3. 3Source: Peppers & Rogers Group … especially with the power of Digital Customers Drivers of commitment to customer experience
  • 4. 4 Front Porch Theory Reference: The Front Porch Theory – Cam Cornelius (https://www.linkedin.com/pulse/article/20140414215839-33120216- the-front-porch-theory)
  • 5. 5 Indifferent Customers who are not attached to a certain brand and can easily switch to a different brand based on need, price, etc.. Satisfied Customers who are currently happy with your offerings. Those customers do not have emotional bond with your band and may switch based on value. Loyal Customers who are loyal to your brand and are able to be up-sold or cross-sold. Though they are loyal, they are inactive in terms of promoting the brand. Advocates Highly engaged customers that are emotionally attached to the brand and are highly active in terms of recommending it. CustomerTypes Customer Experience LevelNeutral/Passive Positive/Active Customer Experience aims at moving customers from being “Indifferent” to being “Advocates”
  • 6. 6 Advocates Highly engaged customers that are emotionally attached to the brand and are highly active in terms of recommending it. 5.2 times more likely to purchase more from a company 5.8 times more likely to forgive a company if it makes a mistake Source: The State of Customer Experience – Temkin Group Brand Advocates
  • 7. 7 Large number of disconnected tools, technologies and Application Lack of coordination across channels to ensure consistency Lack of customers driven measures to understand real satisfaction Lack of complete view of Customer to better understand needs Silos in the company Organizational obstacles facing CEM…
  • 8. 8 Putting it all together …
  • 10. 10 CX Blueprint Organization Data Processes Systems Identify Visualize Measure Analyze RecommendTrainTransform Dimensions* Transformation Stages Enablers 1 2 3 4 567 Strategy Design Culture Governance Voice of Customers Understanding *Source: Forrester Research
  • 12. 12 CX Blueprint: Dimensions - Strategy Dimensions Description Strategy Design Culture Governance Voice of Customers Understanding Acquisition Satisfaction Cost Retention Rate
  • 13. 13 CX Blueprint: Dimensions - Governance Dimensions Description Strategy Design Culture Governance Voice of Customers Understanding Executive Board CEM Center of Excellence Decision Design, Planning& Coordination Execution Marketing Sales Customer Care HR …. IT
  • 14. 14 CX Blueprint: Dimensions - VoC Dimensions Description Strategy Design Culture Governance Voice of Customers Understanding Executive Board Monthly CSAT Transacti onal USSD Website Email & SMS OVS NPS WoMI CES NTS Stage 1 Tx 1 Stage 2 Stage x Tx 2 Tx 1 Tx 2 Tx 1 Tx 2 F2F Call Center Social Media Mobile App Web & Email
  • 15. 15 CX Blueprint: Dimensions - Understanding Dimensions Description Strategy Design Culture Governance Voice of Customers Understanding Demographics Attitude/Personality Usage Behavior Interests & Hobbies Gender, age group, social class Competent, Steady, Director, Influencer Sports, Music, Movies, Shopping, etc.. Trendy, Conservative, High Value, Below 0 Understanding Customers needs and expectations, by surveying and observation and then building Customer Advocacy PERSONAS
  • 16. 16 CX Blueprint: Dimensions - Culture Dimensions Description Strategy Design Culture Governance Voice of Customers Understanding
  • 17. 17 CX Blueprint: Dimensions - Culture Dimensions Description Strategy Design Culture Governance Voice of Customers Understanding
  • 18. 18 CX Blueprint: Dimensions - Design Dimensions Description Strategy Design Culture Governance Voice of Customers Understanding ProcessesInnovationLab Products Platforms Automated Processes •Innovative •Customer- Centered •Digital •Integrated Utilizing the understanding of Customers needs and expectations into customer-centric Processes, Products and Platforms
  • 20. 20 CX Blueprint: Transformation Stages - Identify Transformation Stages Description Identify 1 Visualize 2 Measure 3 Analyze 4 Recomme nd 5 Train 6 Transform 7 Identify the strategic objectives of your Customer Experience program: Increasing Customer lifetime value, redirecting customers to effortless and cost effective channels, etc.. Deliver WOW experiences and reduce pain points Use Design thinking approaches for driving creativity and innovation
  • 21. 21 CX Blueprint: Transformation Stages - Visualize Transformation Stages Description Identify 1 Visualize 2 Measure 3 Analyze 4 Recomme nd 5 Train 6 Transform 7 • Map the customer journey, the related stages and the associated transactions. • Customer Journey Map is the Value Stream Map
  • 22. 22 CX Blueprint: Transformation Stages - Measure Transformation Stages Description Identify 1 Visualize 2 Measure 3 Analyze 4 Recomme nd 5 Train 6 Transform 7 1 2 3 4 5 6 7 8 9 10 Detractors Passives Promoters 1 2 3 4 5 6 7 8 9 10 Pain Neutral Delight 1 2 3 4 5 6 7 8 9 10 High Effort Medium Effort Low Effort NPSOVS/CSATCES
  • 23. 23 CX Blueprint: Transformation Stages - Measure Transformation Stages Description Identify 1 Visualize 2 Measure 3 Analyze 4 Recomme nd 5 Train 6 Transform 7 The flow of Voice of Customer within the organization is an iterative process based on Qualitative and Quantitative research on both Relational and Transactional basis
  • 24. 24 CX Blueprint: Transformation Stages - Analyze Transformation Stages Description Identify 1 Visualize 2 Measure 3 Analyze 4 Recomme nd 5 Train 6 Transform 7 External Collection: VoC Internal Collection: Key Performance Indicators Bucket 1 Bucket 2 Bucket 3
  • 25. 25 CX Blueprint: Transformation Stages - Recommend Transformation Stages Description Identify 1 Visualize 2 Measure 3 Analyze 4 Recomme nd 5 Train 6 Transform 7 Drive recommendations based on: • Root cause analysis • Internal stakeholders/functional owners feedback • Long-term positive business cases (considering LTV) Customer is King & Cash is King
  • 26. 26 CX Blueprint: Transformation Stages - Train Transformation Stages Description Identify 1 Visualize 2 Measure 3 Analyze 4 Recomme nd 5 Train 6 Transform 7 Continuous engagement of employees is needed: • Start early on by making CEM orientation part of the hiring process • Hold employee on boarding sessions covering the importance and structure of CEM within the organization • Hold continuous awareness sessions for current employees • Distribute weekly periodicals covering CEM
  • 27. 27 CX Blueprint: Transformation Stages - Transform Transformation Stages Description Identify 1 Visualize 2 Measure 3 Analyze 4 Recomme nd 5 Train 6 Transform 7 Program 1 Program 2 ……. Program 15 Map different initiatives Into different programs Execute and control
  • 29. 29 Treat the Voice of Customers as Music to your Ears
  • 31. 31 Silent Customers A silent customer is a dangerous customer. You don’t know what they’re thinking. Be Proactive and ask. -Shep Hyken
  • 32. 32 Customers in the Blind Spot http://www.fortheinjured.com/blind-spot-accident.html#top
  • 33. 33 Customers in the Blind Spot Statistics from the National Highway Traffic Safety Administration show that nearly 840,000 blind spot accidents occur each year in the United States resulting in 300 fatalities http://www.fortheinjured.com/blind-spot-accident.html#top
  • 34. 34 Customers in the Blind Spot According to Financial Training Services, 96% of unhappy customers don’t complain, however 91% of those will simply leave and never come back
  • 35. 35 Moments of Truth and Coffee Stains… Moments of Truth are moments in the Customer journey with highest impact on CX Keeping focus on Moments of Truth while picturing their ideal state helps optimize impact on CX Failing to satisfy customers’ moments of truth may result in long term negative perception => Coffee Stains
  • 36. 36 Customer Experience Management is a Journey not a Destination