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From “Good” Experience to “Memorable” Experience




AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
E x p e r ie n c e A s
       E c o n o m ic Va lu e




                     Joseph Pine, MIT Sloan School of Management


AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
What is a‘Memorable’ experience?




 AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
NEUTRAL
                     ANXIETY



                         DELIGHT

          PLEASANT                 PLEASANT
          BOREDOM                   ANXIETY




                     NEUTRAL
                     BOREDOM



A‘Memorable’ experience evokes intense
positive emotion in response to a specific
This is what ‘Intuit’ as a company
          stands for…




AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
Going beyond customer
 expectations in delivering
 ease and benefit, evoking
 positive emotion throughout
 the customer journey…


D e s ig n f o r D e lig h t
(D4 D)
     AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
...so people buy more and
tell others about their
experience




D e s ig n f o r D e lig h t
(D4 D)
    AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
W h y w e e x is t a s a
                  c o m p a n y…
     Mission: To be a premier innovative growth company
         that improves our customers’ financial lives so
   profoundly… they can’t imagine going back to the old way


          We serve these end customers                  “Better Money Outcomes”
                                                      Financial… making & saving
                                                      money, grow & profit
     C ons ume rs       S m a ll B u s in e s s e s
                                                      Productivity… turning drudgery
                                                      into time for what matters most
           …and those who serve them
                                                      Compliance… without even
                                      H e a lt h      having to think about it
                 F in a n c ia l
A c c o unta nts                       C a re
              In s t it u t io n s                    Confidence… from the wisdom &
                                     P la y e r s
                                                      experience of others
H o w w e d if f e r e n t ia t e …

            Intuit applies two core capabilities to delight customers…

        C u s t o m e r D r iv e n                 D e s ig n f o r D e lig h t
             In n o v a t io n




Find an important
                       That We Can
    Customer
                        Solve Well
 Problem that’s
    Unsolved




                    • Deliver the customer benefit
                    • They actively use
                    • They proactively recommend
D 4 D in t h e D N A o f t h e
        c ompa ny
T h r e e P illa r s o f D 4 D
                                            creating
knowing your                                multiple options
customers                                   and then
better than they                            intentionally
know                                        choosing to
themselves...                               investigate
the better you                              those that have
know your                                   the potential to
customer, the                               delight... to
more likely you                             come up with a
will be to find a                           great idea, you
way to delight                              need a lot of
them!                                       ideas!
                          consistently trying out
                          ideas with customers
                          to gauge their
                          response... make sure
                          that you don't go very
                          far down a path before
                          getting feedback!
“No lunch. Can't afford to
go out today. Yes, That's
water for lunch. I might
have to cut that expense
as well.”

“I have looked at cutting
every expense that I can
this year...”

   - Quickbooks Customer


                                   Deep Customer Empathy
      AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
G o in g D e e p in E m p a t h y




                     SAY                 THINK



Customer Interview                               Deriving High Level
     Debrief                                     ‘Problem Statement

                     DO                  FEEL




                           Empathy Map
“The best way to have a
Good idea is to have lots
of ideas”

                   - Linus Pauling




                                        Go Broad to Go Narrow
      AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
G o in g B r o a d t o G o
               N a rrow




Brainstorming                           Clusters from
    to find                            Affinity analysis
 alternatives




                2X2 Narrowing Matrix
“Many times my customers
ask me for a signed
invoice, it is treated as a
mark of mutual agreement
on the price.”

           - Feedback from
         QuickBooks Online
                 customer




                            Rapid Experimentation with
                                          Customers
      AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
V a lid a t in g o n t h e G o




Rapid Experimentation with Customers through Concept Storyboarding
Te s te d c o n c e p t to
H y p o t h e s e s V a lid a t io n
M e a s u r in g w it h ‘ D e lig h t
              M e t r ic s ’
                                                  Ease
1.Set Confidence Goals                                                      1.Define Critical Tasks
  [majority selects top                                                       that people do most
  two boxes – score 6-7                                                       of the time
2.User opinion about       Confidence Score              Success Score      2.Identify their
  correct action taken                                                        barriers
  on a 7 point scale                                                        3.Set target success
3.How many would           Unexpected Wow               Positive Emotions     rates
  recommend the                                                             4. Report the % of
  product to others. Use                                                      users who
  ‘Net Promoter’ Score                                                        successfully
                            1.Set WOW goals. What                             completed tasks
                              are the true delighters
                            2.Ask users to rate an
                              experience on a 7
                              point scale
                            3.Report % of users who
                              select top 2 choices:
                              Much better than
                              Expected & Somewhat
                              Better than expected
C u s t o m e r L o v e M e t r ic s


         Would you recommend the product to others
E x t r e m e ly                                                          E x tre m
    lik e ly                              N e utr                         e ly
                                          al                              u n lik e ly
        10         9   8       7      6      5       4     3     2    1      0

      P ro mo te r                                  D e tra c to r

                       P a s s iv e


         Net
     P ro mo te r          =   % P ro mo te r            minus   % D e tra c to r
       S c ore
You can not decide the way forward
Assuming the answer already exists!
   AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
You have to design the way forward
 New options need to be imagined
   AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
That was a lot of talk..
      How does it look in practice!




AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
D 4 D in P r a c t ic e


Intuit Small Business Group (SBG) wanted to
create a portal for Small Business in the US,
where these businesses will come for assistance,
information, and resources.


                 Small Business
                 Resource Center
1. D i s c o v e r : What do the Small Businesses
need



             The team started their journey with several rounds
             of Small Business and Financial Institution on-site
             visits and interviews to get Deep Customer
             Empathy.

             The objective of the visits was to get to know the
             customer by watching them do their daily work.
             Their goal was to observe the daily tasks and
             uncover existing problems and opportunities.
2 . D e f i n e : Articulate the problem you want to
solve

        Example of a Problem Statement

                               After several rounds of on-site visits,
                               the Intuit team met to review the
                               observation notes and findings from
                               each visits. The team went through
                               several rounds of Painstorming and
                               Brainstorming activities staring with
                               creating clear Problem statements.
Persona                                                                                                             Journey Touch
Description                                                                                                         points




Empathy
notes




                                                                                                                    Prioritized
                                                                                                                    Problem Area
Attitude &
Motivation
Keywords


                  Customer Journey Line Mapping
              AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
2 . D e f i n e : Articulate the problem you want to
solve

        Example of a Problem Statement

                               After several rounds of on-site visits,
                               the Intuit team met to review the
                               observation notes and findings from
                               each visits. The team went through
                               several rounds of Painstorming and
                               Brainstorming activities staring with
                               creating clear Problem statements.
3 . V a l i d a t e : Rapidly iterate with customers


         Example of a Concept Storyboard

       The team continuously validated the
       emerging ideas with the customers
       (small businesses) to get valuable
       feedback and suggestions that
       helped them course correct and
       make the offering more fine tuned
4 . S y n t h e s i z e : Realize the most optimal
solution



                  The solution brainstorming produced
                  some interesting ideas, and it led to
                  re-positioning the offering to be a
                  vehicle between the small
                  businesses and Financial
                  Institutions who are looking to be
                  ‘ t r u s t e d a d v i s o r s ’ to
                  the small business communities
D 4 D Im p a c t


Where the team                      Where they
   started                           arrived

                      D4D
                                 Strategic
                                Advantage
                                         Active 2 way
                                          To a n
                      Process              channel
   Idea for SMB                         E n g a Small
                                        between g i n
   From a
    Community                                 g
                                       Businesses and
    Information
      To o l                               FIs that
       Portal                           E x p emutual
                                                 r ie
                                       provides
                                            n c e Customer
                                       benefits to both
                                                     Delight
                                   Product
                                   Viability
Open to Questions…




AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore

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"Design for Delight": Delivering experience as a product

  • 1. From “Good” Experience to “Memorable” Experience AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
  • 2. E x p e r ie n c e A s E c o n o m ic Va lu e Joseph Pine, MIT Sloan School of Management AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
  • 3. What is a‘Memorable’ experience? AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
  • 4. NEUTRAL ANXIETY DELIGHT PLEASANT PLEASANT BOREDOM ANXIETY NEUTRAL BOREDOM A‘Memorable’ experience evokes intense positive emotion in response to a specific
  • 5. This is what ‘Intuit’ as a company stands for… AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
  • 6. Going beyond customer expectations in delivering ease and benefit, evoking positive emotion throughout the customer journey… D e s ig n f o r D e lig h t (D4 D) AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
  • 7. ...so people buy more and tell others about their experience D e s ig n f o r D e lig h t (D4 D) AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
  • 8. W h y w e e x is t a s a c o m p a n y… Mission: To be a premier innovative growth company that improves our customers’ financial lives so profoundly… they can’t imagine going back to the old way We serve these end customers “Better Money Outcomes” Financial… making & saving money, grow & profit C ons ume rs S m a ll B u s in e s s e s Productivity… turning drudgery into time for what matters most …and those who serve them Compliance… without even H e a lt h having to think about it F in a n c ia l A c c o unta nts C a re In s t it u t io n s Confidence… from the wisdom & P la y e r s experience of others
  • 9. H o w w e d if f e r e n t ia t e … Intuit applies two core capabilities to delight customers… C u s t o m e r D r iv e n D e s ig n f o r D e lig h t In n o v a t io n Find an important That We Can Customer Solve Well Problem that’s Unsolved • Deliver the customer benefit • They actively use • They proactively recommend
  • 10. D 4 D in t h e D N A o f t h e c ompa ny
  • 11. T h r e e P illa r s o f D 4 D creating knowing your multiple options customers and then better than they intentionally know choosing to themselves... investigate the better you those that have know your the potential to customer, the delight... to more likely you come up with a will be to find a great idea, you way to delight need a lot of them! ideas! consistently trying out ideas with customers to gauge their response... make sure that you don't go very far down a path before getting feedback!
  • 12. “No lunch. Can't afford to go out today. Yes, That's water for lunch. I might have to cut that expense as well.” “I have looked at cutting every expense that I can this year...” - Quickbooks Customer Deep Customer Empathy AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
  • 13. G o in g D e e p in E m p a t h y SAY THINK Customer Interview Deriving High Level Debrief ‘Problem Statement DO FEEL Empathy Map
  • 14. “The best way to have a Good idea is to have lots of ideas” - Linus Pauling Go Broad to Go Narrow AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
  • 15. G o in g B r o a d t o G o N a rrow Brainstorming Clusters from to find Affinity analysis alternatives 2X2 Narrowing Matrix
  • 16. “Many times my customers ask me for a signed invoice, it is treated as a mark of mutual agreement on the price.” - Feedback from QuickBooks Online customer Rapid Experimentation with Customers AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
  • 17. V a lid a t in g o n t h e G o Rapid Experimentation with Customers through Concept Storyboarding
  • 18. Te s te d c o n c e p t to H y p o t h e s e s V a lid a t io n
  • 19. M e a s u r in g w it h ‘ D e lig h t M e t r ic s ’ Ease 1.Set Confidence Goals 1.Define Critical Tasks [majority selects top that people do most two boxes – score 6-7 of the time 2.User opinion about Confidence Score Success Score 2.Identify their correct action taken barriers on a 7 point scale 3.Set target success 3.How many would Unexpected Wow Positive Emotions rates recommend the 4. Report the % of product to others. Use users who ‘Net Promoter’ Score successfully 1.Set WOW goals. What completed tasks are the true delighters 2.Ask users to rate an experience on a 7 point scale 3.Report % of users who select top 2 choices: Much better than Expected & Somewhat Better than expected
  • 20. C u s t o m e r L o v e M e t r ic s Would you recommend the product to others E x t r e m e ly E x tre m lik e ly N e utr e ly al u n lik e ly 10 9 8 7 6 5 4 3 2 1 0 P ro mo te r D e tra c to r P a s s iv e Net P ro mo te r = % P ro mo te r minus % D e tra c to r S c ore
  • 21. You can not decide the way forward Assuming the answer already exists! AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
  • 22. You have to design the way forward New options need to be imagined AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
  • 23. That was a lot of talk.. How does it look in practice! AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
  • 24. D 4 D in P r a c t ic e Intuit Small Business Group (SBG) wanted to create a portal for Small Business in the US, where these businesses will come for assistance, information, and resources. Small Business Resource Center
  • 25. 1. D i s c o v e r : What do the Small Businesses need The team started their journey with several rounds of Small Business and Financial Institution on-site visits and interviews to get Deep Customer Empathy. The objective of the visits was to get to know the customer by watching them do their daily work. Their goal was to observe the daily tasks and uncover existing problems and opportunities.
  • 26. 2 . D e f i n e : Articulate the problem you want to solve Example of a Problem Statement After several rounds of on-site visits, the Intuit team met to review the observation notes and findings from each visits. The team went through several rounds of Painstorming and Brainstorming activities staring with creating clear Problem statements.
  • 27. Persona Journey Touch Description points Empathy notes Prioritized Problem Area Attitude & Motivation Keywords Customer Journey Line Mapping AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore
  • 28. 2 . D e f i n e : Articulate the problem you want to solve Example of a Problem Statement After several rounds of on-site visits, the Intuit team met to review the observation notes and findings from each visits. The team went through several rounds of Painstorming and Brainstorming activities staring with creating clear Problem statements.
  • 29. 3 . V a l i d a t e : Rapidly iterate with customers Example of a Concept Storyboard The team continuously validated the emerging ideas with the customers (small businesses) to get valuable feedback and suggestions that helped them course correct and make the offering more fine tuned
  • 30. 4 . S y n t h e s i z e : Realize the most optimal solution The solution brainstorming produced some interesting ideas, and it led to re-positioning the offering to be a vehicle between the small businesses and Financial Institutions who are looking to be ‘ t r u s t e d a d v i s o r s ’ to the small business communities
  • 31. D 4 D Im p a c t Where the team Where they started arrived D4D Strategic Advantage Active 2 way To a n Process channel Idea for SMB E n g a Small between g i n From a Community g Businesses and Information To o l FIs that Portal E x p emutual r ie provides n c e Customer benefits to both Delight Product Viability
  • 32. Open to Questions… AIPMM & Adaptive Marketing – Monthly Product Professional Networking Event 17 March 2012, Bangalore

Editor's Notes

  1. Let’s watch this video from Joseph Pine, author of “Mass Customization” and MIT Sloan Fellow Video to be played: JosephPine_2004-480p-en.mp4
  2. How should one then define a memorable experience?
  3. Here is a diagram that depicts Human Emotional landscape. It has four axes points ranging all possible combination of emotional state of mind Research shows that the ‘Delight’ happens in the upper right segment of Neutral Anxiety-Pleasant Anxiety
  4. This constant pursuit for delivering ‘delight’ to it’s customers is what has come to define “Intuit’ as a company
  5. TBD
  6. TBD
  7. TBD
  8. TBD
  9. TBD
  10. With the visual storyboarding the customer feedback become more focused and specific
  11. Most of the crucial decisions about the product or offerings are decided assuming the answers to problems already exist
  12. Most of the crucial decisions about the product or offerings are decided assuming the answers to problems already exist
  13. Let’s look at a real example of how one of Intuit’s teams in the US used D4D to bring about true “experience innovation”
  14. In a specific context, there may be more than one problem that may need solutions Next task is to prioritize the task that you need to solve as a company
  15. TBD
  16. In a specific context, there may be more than one problem that may need solutions Next task is to prioritize the task that you need to solve as a company
  17. Visually depicting the ideas and concepts help eliciting deeper reaction from the customers, they are able to give you more specific feedback
  18. Next you lead into a solution brainstorming and realization phase where you look at both the strategic and tactical aspects of the offering possibilities. All the rich insights from the Empathy phase and the knowledge of the ecosystem the offering is to be marketed, puts you in a position of advantage to make wise design choises
  19. So what really happened here. They started with one idea. They applied the D4D process. And they arrived at a very different place that provides a strategic advantage, product viability and customer delight all in one go! From an idea of building a tool, they arrived at an engaging service experience concept The impact of the process is only realized when you look back from where you started and where you have arrived.
  20. TBD