The document discusses creating memorable customer experiences and designing for customer delight. It provides examples of how Intuit uses deep customer empathy, generating many ideas, and rapid experimentation to develop products that delight customers. Intuit aims to understand customer problems better than customers themselves and solve problems in a way that improves customers' lives and earns their recommendation of products to others.
This document summarizes a presentation on productizing and sales readiness. It discusses identifying customer needs and wants, mapping product advantages, understanding how prospects currently solve problems and identifying capability gaps. It provides checklists for sales, social media and phone call readiness covering topics like understanding the customer, having a sales process, communication strategies and knowing industry and contact details. The presentation emphasizes the importance of understanding prospects, enabling easy purchase and ensuring customer success.
The document discusses lean startup methodology for entrepreneurs. It explains that lean startup aims to eliminate waste in discovering customer value and needs through continuous experimentation and validated learning. The key aspects of lean startup covered are customer interaction and segmentation to identify minimum viable products and measure metrics like validated learning and activation to guide product development. The overall approach is to build something customers need through iterative customer feedback rather than upfront planning.
Going For The Strike: A Big Lebowski Approach to Selling UX DesignJon Hadden
This document discusses user experience design and selling UX design to clients. It notes that typically 90% of the time, design activities like brainstorming get left out of the process, and the client ends up requesting changes that make the design worse for users. It suggests including stakeholders in sketching sessions and usability testing to get them invested in the design. The overall message is that involving others in the design process from the beginning can help prevent clients from interfering with the design later on.
Persona marketing clarifies buyers’ real concerns with
actionable insights other marketing strategies cannot match.
But skillful execution is crucial.
Chapter 1. Confessions of a buyer persona evangelist
Chapter 2. So what is a buyer persona?
Chapter 3. What can the buyer persona help you see?
Chapter 4. What you don’t know, what you really need to know
Chapter 5. Interviewing in search of insight
Chapter 6. Putting your insights to work
Chapter 7. How the buyer’s voice empowers Marketing
This document discusses the importance of validating consumer insights before using them to drive business innovation. It provides an overview of insight validation methods that can help identify the insights with the highest potential for innovation, branding, or activation. These methods move beyond traditional surveys by using qualitative plug-ins, collaborative tools, and emotional measurement to gain a deeper understanding of why certain insights perform better than others. Insight validation is presented as a necessary step for selecting the most promising insights to pursue, thereby increasing the chances of successful marketing innovation initiatives.
The document discusses marketing strategies for a financial literacy education venture. It evaluates 5 strategies: 1) Multi-level marketing, 2) Reward points program, 3) Collaboration with village self-help groups, 4) Interactive TV channels, and 5) Online stock trading portal. For each, it assesses feasibility, costs, customer base, launch approach, and suggestions. It concludes the venture should fine-tune multi-level marketing, focus on women through customized TV programs, partner with village groups for rural outreach, and provide professional financial platforms.
This document summarizes a presentation on productizing and sales readiness. It discusses identifying customer needs and wants, mapping product advantages, understanding how prospects currently solve problems and identifying capability gaps. It provides checklists for sales, social media and phone call readiness covering topics like understanding the customer, having a sales process, communication strategies and knowing industry and contact details. The presentation emphasizes the importance of understanding prospects, enabling easy purchase and ensuring customer success.
The document discusses lean startup methodology for entrepreneurs. It explains that lean startup aims to eliminate waste in discovering customer value and needs through continuous experimentation and validated learning. The key aspects of lean startup covered are customer interaction and segmentation to identify minimum viable products and measure metrics like validated learning and activation to guide product development. The overall approach is to build something customers need through iterative customer feedback rather than upfront planning.
Going For The Strike: A Big Lebowski Approach to Selling UX DesignJon Hadden
This document discusses user experience design and selling UX design to clients. It notes that typically 90% of the time, design activities like brainstorming get left out of the process, and the client ends up requesting changes that make the design worse for users. It suggests including stakeholders in sketching sessions and usability testing to get them invested in the design. The overall message is that involving others in the design process from the beginning can help prevent clients from interfering with the design later on.
Persona marketing clarifies buyers’ real concerns with
actionable insights other marketing strategies cannot match.
But skillful execution is crucial.
Chapter 1. Confessions of a buyer persona evangelist
Chapter 2. So what is a buyer persona?
Chapter 3. What can the buyer persona help you see?
Chapter 4. What you don’t know, what you really need to know
Chapter 5. Interviewing in search of insight
Chapter 6. Putting your insights to work
Chapter 7. How the buyer’s voice empowers Marketing
This document discusses the importance of validating consumer insights before using them to drive business innovation. It provides an overview of insight validation methods that can help identify the insights with the highest potential for innovation, branding, or activation. These methods move beyond traditional surveys by using qualitative plug-ins, collaborative tools, and emotional measurement to gain a deeper understanding of why certain insights perform better than others. Insight validation is presented as a necessary step for selecting the most promising insights to pursue, thereby increasing the chances of successful marketing innovation initiatives.
The document discusses marketing strategies for a financial literacy education venture. It evaluates 5 strategies: 1) Multi-level marketing, 2) Reward points program, 3) Collaboration with village self-help groups, 4) Interactive TV channels, and 5) Online stock trading portal. For each, it assesses feasibility, costs, customer base, launch approach, and suggestions. It concludes the venture should fine-tune multi-level marketing, focus on women through customized TV programs, partner with village groups for rural outreach, and provide professional financial platforms.
Design thinking is a human-centered approach to innovation that can radically change the way organizations innovate. It is an iterative process that includes empathizing with users to understand their needs, defining problems from the user's perspective, ideating many potential solutions, building prototypes to test with users, and iterating the solutions based on user feedback. The goal is to create meaningful innovations by deeply understanding users and their lives at each step of the process.
How to Think Like an Insurtech - Design Thinking & Insurance at Insurance Ope...Josh Levine
Presented Mar 2019 at Insurance Operations Bootcamp 2019 / Las Vegas, Four Seasons Hotel (Resource Pro)
Attendees included operations and sales executives from agencies, brokers, MGAs, and carriers.
Here are the key points from the chapter:
1. A converged strategy utilizes both online and offline marketing tactics.
2. Traditional networking involves face-to-face interactions while social networking leverages online connections.
3. The most effective converged strategies merge traditional and social networking by using online connections to enhance offline relationships and vice versa. This provides more touchpoints for customers.
4. A converged strategy should get customers to the know, like, trust, buy stages through both online and offline interactions. Technology can facilitate these connections but personal touches are also important.
5. The goal is to make the customer experience seamless whether they interact with the business online or offline. This consistency and convenience promotes referrals.
Here are a few questions to help you analyze your current state of customer interactions and value propositions to determine your iCustomer level:
1. How would you describe the current depth and nature of interactions with your most important customer segments - information sharing, collaboration, co-creation?
2. Are you primarily selling products/services or outcomes/transformations for customers? How much value is derived through use versus ownership?
3. Do customers perceive you more as a supplier/vendor or as a strategic partner? What evidence do you have to support this?
4. How well aligned is your perceived vs actual iCustomer level between your organization and key customers? Where are the gaps?
5. What level of interaction/
This document discusses seven major pitfalls that can occur in the concept development process:
1. The concept is not driven by unmet consumer needs and instead focuses too much on internal ideas.
2. The concept is poorly written and does not clearly communicate the idea to consumers.
3. The concept does not fit well with the brand's existing image and equity.
4. The concept is developed without fully understanding the competitive landscape.
5. The concept lacks an emotional connection for consumers.
6. Too many ideas are included in a single concept, making it confusing.
7. The words used to describe the concept do not match the images used, hurting believability.
Design thinking is a new methodology with which we try to discover the feelings and the expectations of the customers during their journeys with the company. There is a step by step approach through which you can trace and apply in your company.
Source: CEM 2.0 Book
This document discusses measuring customer emotions through conversation analysis. It outlines a 4-stage process: 1) Understanding emotions' role and describing them, 2) Analyzing conversations, 3) Connecting the analysis to existing processes and metrics, and 4) Using AI to improve conversation analysis. The agenda covers understanding context, building emotion profiles, and changing habits. Case studies show how conversation analysis identified actionable insights to improve customer and agent experiences. Feedback indicated the approach provided quick wins and a way to replicate the in-store experience over the phone.
Event Experience Series: LaughStub & DC ImprovEventKloud
At EventKloud we believe in creating great event experiences. We understand events are about PEOPLE and their experiences. So naturally, it bothers us when we see other companies' event marketing campaigns fall short. As a result, we created this series to show you these obvious mistakes big companies are making that can be easily fixed.
Dave Wieneke of ISITE Design explains why he has an axe, and opens Delight 2012 with a bang.
Originally presented at Delight 2012, Oct. 10, 2012. http://delight.us/conference
Agile Experience Design: Don’t Just Deliver: Delight!Thoughtworks
The document provides an overview of experience design principles from ThoughtWorks consultants Marc McNeill and Lindsay Ratcliffe. It discusses the problems that can arise when focusing solely on agile development or UX work, and presents a solution framework called Agile Experience Design (AXD) that brings together business, creative, technology, and UX teams. AXD's process includes envisioning, evolving, delivering, showcasing, testing and learning, and improving. The document concludes with advice on applying AXD through research, design, specification, testing, collaboration, managing expectations, and continuous delivery.
Event Experience Design - Human Interactions at Conferences Claudia Brückner
The document discusses how conferences can be designed to better facilitate human interactions and experiences. It notes that current conferences often fail to enable meaningful networking, inspiration, or learning due to factors like short breaks and lack of interactive activities. The document proposes that conferences should be viewed and designed as event experiences that foster interactions both during and outside of sessions. It provides examples of conferences that employ techniques like varied activities and spaces, participant roles, and extended timeframes to facilitate richer interactions and experiences for attendees. The overall message is that conferences need to be experience-designed to truly support networking, learning, and inspiration among participants.
The challenge of many conferences today is that they are like local, indigenous populations using their native tongue trying to talk to foreign immigrants. The traditional conference experience is out of touch, disconnected and using an outdated model. It fails to connect with today’s generations.
Well, it’s time your conference went EPIC!
Today’s culture wants EPIC communications and experiences. For today’s conferences to succeed, they must step outside of traditional thinking. They have to create new models and experiences that use a four-step EPIC transformational process.
After attending this session, the participant will be able to:
1. Identify the four-step EPIC model for conferences and events.
2. Discuss how conferences can create experiential events.
3. List ways to make conferences more participatory that increase learning and retention.
The What,Why and How of Experiential MarketingJrny
‘A brand relevant two-way communication
between consumers and brands delivered face-to-face
or remotely.’ - Exp Marketing
The 101 guide for Experiential marketing.
The document discusses customer experience design. It defines customer experience as the interactions a customer has with a company over time, including marketing, sales, delivery of service, and post-sales support. It argues that companies should shift from being product-driven to being customer experience-driven by focusing on interactions, relationships, and value for the customer throughout their journey. The crossover of business, design, and technology can create new strategic advantages for companies by improving the customer experience.
The document discusses experiential marketing, which aims to connect brands with consumers through emotional experiences that appeal to the senses. It provides examples of common experiential marketing tactics like flash mobs, sticker bombs, outdoor exhibits, and digital scavenger hunts. The document also discusses considerations for whether experiential marketing is right for a particular business and provides case studies of campaigns by brands like Sprite, Coca-Cola, and Nike.
Some of the most successful companies have one thing in common – they offer an amazing customer experience. If you’re working on improving your strategy, get inspired by these inspirational customer experience quotes.
If you find this presentation interesting, subscribe to blog.neosperience.com to stay up to date.
Social media tips that will rock your social! Links for more information on HOW to do each of these tips below. Secrets for Twitter, Facebook, Instagram, LinkedIn, YouTube, Pinterest, and Google+. #SMSecrets
How to add multiple photos and tag people in photos on Twitter:https://blog.twitter.com/2014/photos-just-got-more-social
Facebook dark posts:
https://www.facebook.com/video/video.php?v=10151107995291687
How to add video natively on Facebook:
https://www.facebook.com/help/154271141375595/
How to add media to your Linked In profile:
https://help.linkedin.com/app/answers/detail/a_id/34325/~/adding,-editing,-moving,-or-removing-work-samples-on-your-profile
How to send an InMail on Linked In:
https://help.linkedin.com/app/answers/detail/a_id/1584/kw/send+an+inmail
How to use Google+ ripples:
http://www.buzzstream.com/blog/using-google-plus-ripples-to-find-influencers.html
How to use Google+ Hangouts on Air (HOA)
http://www.google.com/+/learnmore/hangouts/onair.html
How to use Pinterest's promoted pins:
https://business.pinterest.com/en/promoted-pins
How to use Pinterest's secret boards:
https://help.pinterest.com/en/articles/secret-boards#Web
http://sproutsocial.com/insights/can-create-use-unlimited-secret-boards-pinterest/
How to create and edit annotations on YouTube:
https://support.google.com/youtube/answer/92710?hl=en
How to add custom thumbnails on YouTube:
https://support.google.com/youtube/answer/72431?hl=en
How to reorganize Instagram filters:
http://www.imore.com/how-hide-and-rearrange-instagram-filters
How to search for hashtags on Instagram:
https://help.instagram.com/351460621611097
Tagboard is a great site for hashtags across platforms
https://tagboard.com/artofsocial/search
For more social media power tips, please read The Art of Social Media.
http://artof.social/
Customer Retention: Why Your Dog Would Make More Money Than YouChris Hexton
Customer Retention is extremely important for any online business, though is often overlook. Learn how to increase your customer retention rate (and reduce churn) with these tips and tricks.
Design thinking is a human-centered approach to innovation that can radically change the way organizations innovate. It is an iterative process that includes empathizing with users to understand their needs, defining problems from the user's perspective, ideating many potential solutions, building prototypes to test with users, and iterating the solutions based on user feedback. The goal is to create meaningful innovations by deeply understanding users and their lives at each step of the process.
How to Think Like an Insurtech - Design Thinking & Insurance at Insurance Ope...Josh Levine
Presented Mar 2019 at Insurance Operations Bootcamp 2019 / Las Vegas, Four Seasons Hotel (Resource Pro)
Attendees included operations and sales executives from agencies, brokers, MGAs, and carriers.
Here are the key points from the chapter:
1. A converged strategy utilizes both online and offline marketing tactics.
2. Traditional networking involves face-to-face interactions while social networking leverages online connections.
3. The most effective converged strategies merge traditional and social networking by using online connections to enhance offline relationships and vice versa. This provides more touchpoints for customers.
4. A converged strategy should get customers to the know, like, trust, buy stages through both online and offline interactions. Technology can facilitate these connections but personal touches are also important.
5. The goal is to make the customer experience seamless whether they interact with the business online or offline. This consistency and convenience promotes referrals.
Here are a few questions to help you analyze your current state of customer interactions and value propositions to determine your iCustomer level:
1. How would you describe the current depth and nature of interactions with your most important customer segments - information sharing, collaboration, co-creation?
2. Are you primarily selling products/services or outcomes/transformations for customers? How much value is derived through use versus ownership?
3. Do customers perceive you more as a supplier/vendor or as a strategic partner? What evidence do you have to support this?
4. How well aligned is your perceived vs actual iCustomer level between your organization and key customers? Where are the gaps?
5. What level of interaction/
This document discusses seven major pitfalls that can occur in the concept development process:
1. The concept is not driven by unmet consumer needs and instead focuses too much on internal ideas.
2. The concept is poorly written and does not clearly communicate the idea to consumers.
3. The concept does not fit well with the brand's existing image and equity.
4. The concept is developed without fully understanding the competitive landscape.
5. The concept lacks an emotional connection for consumers.
6. Too many ideas are included in a single concept, making it confusing.
7. The words used to describe the concept do not match the images used, hurting believability.
Design thinking is a new methodology with which we try to discover the feelings and the expectations of the customers during their journeys with the company. There is a step by step approach through which you can trace and apply in your company.
Source: CEM 2.0 Book
This document discusses measuring customer emotions through conversation analysis. It outlines a 4-stage process: 1) Understanding emotions' role and describing them, 2) Analyzing conversations, 3) Connecting the analysis to existing processes and metrics, and 4) Using AI to improve conversation analysis. The agenda covers understanding context, building emotion profiles, and changing habits. Case studies show how conversation analysis identified actionable insights to improve customer and agent experiences. Feedback indicated the approach provided quick wins and a way to replicate the in-store experience over the phone.
Event Experience Series: LaughStub & DC ImprovEventKloud
At EventKloud we believe in creating great event experiences. We understand events are about PEOPLE and their experiences. So naturally, it bothers us when we see other companies' event marketing campaigns fall short. As a result, we created this series to show you these obvious mistakes big companies are making that can be easily fixed.
Dave Wieneke of ISITE Design explains why he has an axe, and opens Delight 2012 with a bang.
Originally presented at Delight 2012, Oct. 10, 2012. http://delight.us/conference
Agile Experience Design: Don’t Just Deliver: Delight!Thoughtworks
The document provides an overview of experience design principles from ThoughtWorks consultants Marc McNeill and Lindsay Ratcliffe. It discusses the problems that can arise when focusing solely on agile development or UX work, and presents a solution framework called Agile Experience Design (AXD) that brings together business, creative, technology, and UX teams. AXD's process includes envisioning, evolving, delivering, showcasing, testing and learning, and improving. The document concludes with advice on applying AXD through research, design, specification, testing, collaboration, managing expectations, and continuous delivery.
Event Experience Design - Human Interactions at Conferences Claudia Brückner
The document discusses how conferences can be designed to better facilitate human interactions and experiences. It notes that current conferences often fail to enable meaningful networking, inspiration, or learning due to factors like short breaks and lack of interactive activities. The document proposes that conferences should be viewed and designed as event experiences that foster interactions both during and outside of sessions. It provides examples of conferences that employ techniques like varied activities and spaces, participant roles, and extended timeframes to facilitate richer interactions and experiences for attendees. The overall message is that conferences need to be experience-designed to truly support networking, learning, and inspiration among participants.
The challenge of many conferences today is that they are like local, indigenous populations using their native tongue trying to talk to foreign immigrants. The traditional conference experience is out of touch, disconnected and using an outdated model. It fails to connect with today’s generations.
Well, it’s time your conference went EPIC!
Today’s culture wants EPIC communications and experiences. For today’s conferences to succeed, they must step outside of traditional thinking. They have to create new models and experiences that use a four-step EPIC transformational process.
After attending this session, the participant will be able to:
1. Identify the four-step EPIC model for conferences and events.
2. Discuss how conferences can create experiential events.
3. List ways to make conferences more participatory that increase learning and retention.
The What,Why and How of Experiential MarketingJrny
‘A brand relevant two-way communication
between consumers and brands delivered face-to-face
or remotely.’ - Exp Marketing
The 101 guide for Experiential marketing.
The document discusses customer experience design. It defines customer experience as the interactions a customer has with a company over time, including marketing, sales, delivery of service, and post-sales support. It argues that companies should shift from being product-driven to being customer experience-driven by focusing on interactions, relationships, and value for the customer throughout their journey. The crossover of business, design, and technology can create new strategic advantages for companies by improving the customer experience.
The document discusses experiential marketing, which aims to connect brands with consumers through emotional experiences that appeal to the senses. It provides examples of common experiential marketing tactics like flash mobs, sticker bombs, outdoor exhibits, and digital scavenger hunts. The document also discusses considerations for whether experiential marketing is right for a particular business and provides case studies of campaigns by brands like Sprite, Coca-Cola, and Nike.
Some of the most successful companies have one thing in common – they offer an amazing customer experience. If you’re working on improving your strategy, get inspired by these inspirational customer experience quotes.
If you find this presentation interesting, subscribe to blog.neosperience.com to stay up to date.
Social media tips that will rock your social! Links for more information on HOW to do each of these tips below. Secrets for Twitter, Facebook, Instagram, LinkedIn, YouTube, Pinterest, and Google+. #SMSecrets
How to add multiple photos and tag people in photos on Twitter:https://blog.twitter.com/2014/photos-just-got-more-social
Facebook dark posts:
https://www.facebook.com/video/video.php?v=10151107995291687
How to add video natively on Facebook:
https://www.facebook.com/help/154271141375595/
How to add media to your Linked In profile:
https://help.linkedin.com/app/answers/detail/a_id/34325/~/adding,-editing,-moving,-or-removing-work-samples-on-your-profile
How to send an InMail on Linked In:
https://help.linkedin.com/app/answers/detail/a_id/1584/kw/send+an+inmail
How to use Google+ ripples:
http://www.buzzstream.com/blog/using-google-plus-ripples-to-find-influencers.html
How to use Google+ Hangouts on Air (HOA)
http://www.google.com/+/learnmore/hangouts/onair.html
How to use Pinterest's promoted pins:
https://business.pinterest.com/en/promoted-pins
How to use Pinterest's secret boards:
https://help.pinterest.com/en/articles/secret-boards#Web
http://sproutsocial.com/insights/can-create-use-unlimited-secret-boards-pinterest/
How to create and edit annotations on YouTube:
https://support.google.com/youtube/answer/92710?hl=en
How to add custom thumbnails on YouTube:
https://support.google.com/youtube/answer/72431?hl=en
How to reorganize Instagram filters:
http://www.imore.com/how-hide-and-rearrange-instagram-filters
How to search for hashtags on Instagram:
https://help.instagram.com/351460621611097
Tagboard is a great site for hashtags across platforms
https://tagboard.com/artofsocial/search
For more social media power tips, please read The Art of Social Media.
http://artof.social/
Customer Retention: Why Your Dog Would Make More Money Than YouChris Hexton
Customer Retention is extremely important for any online business, though is often overlook. Learn how to increase your customer retention rate (and reduce churn) with these tips and tricks.
Why do companies need to manage the entire customer experience? New analysis reveals that the entire customer journey - the series of interactions with a brand - is more important than any single touchpoint experience. Leading companies identify and effectively manage a few "key journeys." When companies perfect managing the entire customer journey, they reap significant benefits—including enhanced customer and employee satisfaction, reduced customer churn, increased revenue, lower costs, improved organizational collaboration, and competitive advantage. Presented at the Harvard Business Review webinar. For more on customer decision journeys: http://mckinseyonmarketingandsales.com/topics/customer-decision-journey
Digital Darwinism and the Dawn of Generation CBrian Solis
We live in an era where connectedness is becoming a way of life. With the pervasiveness of smartphones, tablets, online access, and social networks, it’s easy to see, for better or worse, how we’re becoming an always-on society. This is where our story begins.
This guide will help you develop your own evolutionary approach to marketing—one that more effectively shapes, steers and guides every customer experience. It takes a whole new approach to meet the needs of the plugged-in customers of Generation C.
Read this ebook to find out how to survive and thrive in this new era of connected consumerism by getting to know all about Generation C, and finding out how their behavior is changing our society as a whole as well as the way we do business.
You’re not the expert. Your customers are, and who your customer is, is changing rapidly. Learn more about the digital consumer, how to bring new life to your customer experience, and inspire your team with workshop activities. Take a deeper look into the key drivers of your business, reinvigorate your customer experience, and gain insight from one of the newest inspiring entrepreneurs, who built his business around an out-of-the-ordinary customer experience. Why not create an experience that will leave your customers talking and sharing your brand with everyone? These musings were gathered after attending the Next Generation Customer Experience Conference in San Diego, March 2015.
Mapping the customer experience: innovate using customer experience journey mapsJoyce Hostyn
This document maps out a customer's negative experience with a company's dishwasher repair/replacement process. It took months to resolve, with multiple unnecessary service visits and a lack of communication. The customer grew increasingly frustrated as the process involved misplaced records and confusion about next steps. They did not feel their problem was being properly addressed or that the company cared about providing a good experience.
We Are Social's comprehensive new report covers internet, social media and mobile usage statistics from all over the world. It contains more than 350 infographics, including global snapshots, regional overviews, and in-depth profiles of 30 of the world's largest economies. For a more insightful analysis of these numbers, please visit http://bit.ly/SDMW2015
Rand Fishkin discusses why content marketing often fails and provides 5 key reasons: 1) Unrealistic expectations of how content marketing works, 2) Creating content without a community to amplify it, 3) Focusing on content creation but not amplification, 4) Ignoring search engine optimization, and 5) Giving up too soon and not allowing time for content to gain traction. He emphasizes that content marketing is a long-term process of building relationships and that most successful content took years of iteration before gaining significant reach.
SEO has changed a lot over the last two decades. We all know about Google Panda & Penguin, but did you know there was a time when search engine results were returned by humans? Crazy right? We take a trip down memory lane to chart some of the biggest events in SEO that have helped shape the industry today.
This document provides an overview and introduction to digital strategy from Bud Caddell, SVP and Director of Digital Strategy at Deutsch LA. It defines key terms like digital strategy, digital strategist, and core concepts. It explores what a digital strategy and strategist are, essential concepts like insights, cultural tensions and category conventions, and what deliverables a digital strategist produces. The document is intended to educate young practitioners entering the field of digital strategy.
Design thinking is a human-centered approach to problem solving that involves empathizing with users, ideating creative solutions, and testing prototypes through an iterative design process. It helps organizations innovate by taking an experimental approach focused on quick validation of concepts with target customers. In the financial industry, design thinking can help address challenges like disruption, customer acquisition costs, and loyalty by focusing on the customer experience. It allows for differentiation through more proactive offerings that help customers achieve financial goals. This improves customer satisfaction and retention. However, design thinking requires the right balance - it is good for skipping unnecessary meetings but still requires viable business strategies and consideration of each unique problem.
I gave a talk on the role of Design Thinking to leaders in the financial industry. The focus was on user centric thinking to innovate financial products and digital services. (all case material is removed)
Design thinking is a human-centered approach to problem solving that involves empathizing with users, ideating creative solutions, and testing prototypes through an iterative design process. It helps organizations innovate by taking an experimental approach focused on quick validation of concepts with target customers. In the financial industry, design thinking can help address challenges like disruption, customer acquisition costs, and loyalty by improving the customer experience. However, it is not a one-size-fits-all approach and still requires viable business strategies.
Product Culture with Property Finder VP ProductProduct School
This document summarizes a talk given by Yi-Wei Ang, VP of Product at Property Finder, about building great products. Some key points include: understanding the problem from the customer's perspective through field research; aligning the team around solving customer problems; testing hypotheses with customers early through prototypes and simulations; using metrics and data to understand user behavior and pain points; and continuously validating assumptions and risks with customers. The overall message is that successful product development requires a customer-obsessed culture, frequent customer interactions to understand problems, and testing solutions with customers from the beginning.
1) The document outlines preparation steps for sales success, including knowing your business, competitors, customers, and maintaining a positive mindset.
2) It emphasizes building relationships with multiple customer contacts to ensure business continuity. Learning personal details about customers helps retain them long-term.
3) Customer Excellence is a framework for customer-focused service delivery through skills development, continuous improvement, and accreditation. It aims to make customers the heart of public services.
Understanding the Impact of a Complete Customer Journey : Sandra DartnellSandra Dartnell
This presentation was developed for a workshop to educate small businesses. It was presented to SMEs for Velocity Growth Hub and Natwest Business at an event organised by SEMLEP.
The session on Customer Experience Strategy (CX) will introduce you to how the journey maps together and what customer needs you must address at each stage. The aim is to provide an understanding the the impact of a joined-up approach to customer experience (CX) at MD level.
In short
_Mind the gap
Any trading business has a customer journey and there will always be gaps.
Why? Your business and your products don’t exist in isolation. They are constantly subject to changing circumstances. The trick is not to aim to remove the gaps and be done. The trick is to be aware of the overall shape of your business from a customer perspective…
And to act constantly and incrementally to make small, significant improvements across it.
_What is our focus today?
1. Making sure that you have a mental model of how customers experience products and services
2. Making sure that you have an overview of what customer needs you must address across the journey
3. Making sure that you leave feeling that you can take action to bring out the value of your business to your customers
_Conclusion
The impact of mapping a complete customer journey to a framework
By having a mental model of the whole journey you are able to better understand and shape your business.
You are in a better position to shape your product to meet customer needs across the journey, ongoing.
You are in a better position to meet strategic business goals through a range of smaller initiatives, ongoing
Investing in incremental improvements across the complete journey spreads risk and enables change in more controlled, rapid and measurable ways.
Investing in incremental improvements across the complete journey allows value to move across the journey be not trapped in any one stage.
For further information contact sandra@thinkingcx.com
Practical Techniques for early use in BA cycleSQALab
This document discusses stakeholder analysis techniques. It defines stakeholders as anyone who can impact or be impacted by a project. Stakeholders may be hidden and come from various groups like sponsors, customers, and experts. The document recommends mapping stakeholders on a grid by their influence and interest. Stakeholders can then be prioritized into categories like "keep satisfied" or "manage closely". It also provides tips for fact-finding about stakeholders through research. Finally, it advises creating a stakeholder map to plan engagement for a case study project.
50 Sales Lessons from 3 Years in B2B SaaSEvan Lewis
The document provides 50 sales lessons learned over 3 years in B2B SaaS sales and tactics for improving sales performance. It covers key areas like deal cycles and closing, sales management, sales operations, and post-sales alignment. The lessons include tips for prospecting, qualifying leads, negotiating deals, managing a sales team, using sales tools, and ensuring customer success after a sale is closed. The document aims to distill the author's experience into concise and actionable advice for other salespeople.
This document provides an introduction to journey mapping and design thinking. It discusses how design thinking is human-centric and iterative, involving immersion and research, ideation, prototyping, and iteration based on feedback. The document outlines qualitative and quantitative research methods like interviews, focus groups, and usability testing. It discusses creating personas based on research findings and creating journey maps to visualize a user's experience over time. The document recommends books and other resources for learning more about design thinking and provides contact information for the presenting organization.
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3) What are component of design thinking?
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Similar to "Design for Delight": Delivering experience as a product (20)
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Speaker
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Webinar Thinking gamification for product managers With Hrishikesh Kunte Prod...Pinkesh Shah
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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
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
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
How should one then define a memorable experience?
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
This constant pursuit for delivering ‘delight’ to it’s customers is what has come to define “Intuit’ as a company
TBD
TBD
TBD
TBD
TBD
With the visual storyboarding the customer feedback become more focused and specific
Most of the crucial decisions about the product or offerings are decided assuming the answers to problems already exist
Most of the crucial decisions about the product or offerings are decided assuming the answers to problems already exist
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”
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
TBD
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
Visually depicting the ideas and concepts help eliciting deeper reaction from the customers, they are able to give you more specific feedback
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
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.