From
the
Outside‐In
Embedding
an
Experience
Mindset




Peter
Merholz
Adap/ve
Path
t:
@peterme
e:
peterme@adap/vepath.com

©
2010
adaptive
path   2

©
2010
adaptive
path   2

©
2010
adaptive
path   2

©
2010
adaptive
path   3

©
2010
adaptive
path   3

©
2010
adaptive
path   4
experiences

                        interac/ons

                        touchpoints

                        procedures

                         systems



©
2010
adaptive
path                 5
experiences

                        interac/ons

                        touchpoints

                        procedures

                         systems



©
2010
adaptive
path                 5
experiences

                        interac/ons

                        touchpoints

                        procedures

                         systems



©
2010
adaptive
path                 6
experiences

                        interac/ons

                        touchpoints

                        procedures

                         systems



©
2010
adaptive
path                 6
experiences

                        interac/ons

                        touchpoints

                        procedures

                         systems



©
2010
adaptive
path                 6
experiences

                        interac/ons

                        touchpoints

                        procedures

                         systems



©
2010
adaptive
path                 6

©
2010
adaptive
path   7

©
2010
adaptive
path   7

©
2010
adaptive
path   7
IT
systems
                              POS
system


                        CRM   supply
chain





©
2010
adaptive
path                        7
ClearRX
marke/ng




            IT
systems
                              POS
system


                        CRM   supply
chain





©
2010
adaptive
path                                           7
ClearRX
marke/ng




            IT
systems
                              POS
system         training


                        CRM   supply
chain





©
2010
adaptive
path                                           7
pharmacists    ClearRX
marke/ng




            IT
systems
                              POS
system         training


                        CRM   supply
chain





©
2010
adaptive
path                                           7
customer
facing


                        pill
boIle
                                     pharmacists    ClearRX
marke/ng




            IT
systems
                                     POS
system         training


                           CRM       supply
chain





©
2010
adaptive
path                                                  7
customer
facing


                        pill
boIle
                                     pharmacists    ClearRX
marke/ng




            IT
systems
                                     POS
system         training


                           CRM       supply
chain





©
2010
adaptive
path                                                  7

©
2010
adaptive
path   8
In
order
to
address
the
complexity
of
our
challenges,
we
must
widely

draw
from
cross‐func;onal
teams.


        
©
2010
adaptive
path                                           8
soK
                                                        war
                                                           e
en
                                                               gine
               e
                                                  er
          dwar
       har eer                               egist
        engi
             n
                                des ign
strat
                                                                                        naming

                                                                                      consultant
                                                                        industrial

                                                                         designer




In
order
to
address
the
complexity
of
our
challenges,
we
must
widely

draw
from
cross‐func;onal
teams.


        
©
2010
adaptive
path                                                                      8

©
2010
adaptive
path   9
Design
can
be
an

ac;vity
that
an

organiza;on
embraces,

that
everyone
can
be

involved
in.

    
©
2010
adaptive
path   9
An
experience
mindset
requires
honest
empathy




      
©
2010
adaptive
path                     10

©
2010
adaptive
path   11

©
2010
adaptive
path   11
4
                        old ways of thinking



©
2010
adaptive
path
#1


                                         $
                             At worst:




                                         Ruthlessly stolen from The Cluetrain Manifesto
     
©
2010
adaptive
path
#1


                                                                          $
                                           At worst:
                             “a gullet whose only purpose in life is to
                                  gulp products and crap cash.”




                                                                          Ruthlessly stolen from The Cluetrain Manifesto
     
©
2010
adaptive
path
#2




                              Docile and gullible
                             Stories and messaging
                                 Preferences!
     
©
2010
adaptive
path                           14
#2




                                  Sheep
                              Docile and gullible
                             Stories and messaging
                                 Preferences!
     
©
2010
adaptive
path                           14
#3




                             Homo Economicus
                                 Highly rational
                                Maximizes utility
                                   Quantity!

     
©
2010
adaptive
path                          15
#3




                             Homo Economicus
                                 Highly rational
                                Maximizes utility
                                   Quantity!

     
©
2010
adaptive
path                          15
#4




                             Task oriented
                             Goal driven
                              Efficiency!

     
©
2010
adaptive
path                   16
#4




                              Robot
                             Task oriented
                             Goal driven
                              Efficiency!

     
©
2010
adaptive
path                   16
Emo;onal

                             +

                        Intellectual

                             +

                        Func;onal



©
2010
adaptive
path                  17
Emo;onal

                             +

                        Intellectual

                             +

                        Func;onal

                        Empathy

©
2010
adaptive
path                  17
An
experience
mindset
means
nothing
stands
alone




      
©
2010
adaptive
path                        18
The
Long
Wow

                                                   Plan
and
stage
the
wow

                                                         experience



                             wow
Manage
your
plaMorm
                                                         Evolve
your
repeatable

    for
delivery                                                                     process




                                                Draw
from
a
wide

                                               area
of
unmet
needs




                       
©
2010
adaptive
path                                                           19

©
2010
adaptive
path   20
pack
in
features
up

                      front





©
2010
adaptive
path                 20
pack
in
features
up
     unfold
new

                      front           experiences
over

                                            /me





©
2010
adaptive
path                                     20

©
2010
adaptive
path   21

©
2010
adaptive
path   21

©
2010
adaptive
path   21
wow
                        Synched
tracking




©
2010
adaptive
path                            21

©
2010
adaptive
path   21

©
2010
adaptive
path   22
{ }

©
2010
adaptive
path   22

©
2010
adaptive
path   22
wow
                        Powersong!




©
2010
adaptive
path                      23
{                …it’s
the
eye
of
the
5ger
it
the
thrill
of
the
fight…
   }

                                                                               wow
                                                    Powersong!




©
2010
adaptive
path                                                                23
wow
                        Collabora/ve
                        running



©
2010
adaptive
path                        24
wow
                        Collabora/ve
                        running



©
2010
adaptive
path                        24
wow
                        Collabora/ve
                        running



©
2010
adaptive
path                        24
wow
                        Networked
                        running
events



©
2010
adaptive
path                          25
wow
                        Networked
                        running
events



©
2010
adaptive
path                          25

©
2010
adaptive
path   26
Running

                                   shoes

                                                 iPod
nano

Tracking

  tools                              Pedometer


                         Nike+

                        website                         Music





©
2010
adaptive
path                                           26
Running

                                   shoes

                                                 iPod
nano

Tracking

  tools                              Pedometer
                                                   Voiceover
feedback
                         Nike+

                        website                         Music





©
2010
adaptive
path                                                   26
Running

                                   shoes
   Synched
tracking
                                                 iPod
nano

Tracking

  tools                              Pedometer
                                                   Voiceover
feedback
                         Nike+

                        website                         Music





©
2010
adaptive
path                                                   26
Running

                                   shoes
   Synched
tracking
                                                 iPod
nano

Tracking

  tools                              Pedometer
                                                   Voiceover
feedback
                         Nike+

                        website                         Music



                                                             Powersongs




©
2010
adaptive
path                                                     26
Running

                                   shoes
   Synched
tracking
                                                 iPod
nano

Tracking

  tools                              Pedometer
                                                   Voiceover
feedback
                         Nike+

                        website                         Music


         Collabora/ve
running
                                                             Powersongs




©
2010
adaptive
path                                                     26
Running

                                         shoes
   Synched
tracking
                                                       iPod
nano
                        Networked
running
events
Tracking

  tools                                    Pedometer
                                                         Voiceover
feedback
                               Nike+

                              website                         Music


         Collabora/ve
running
                                                                   Powersongs




©
2010
adaptive
path                                                           26
Running

                                         shoes
   Synched
tracking
                                                       iPod
nano
                        Networked
running
events
Tracking

  tools                                    Pedometer
                                                         Voiceover
feedback
                               Nike+

                              website                         Music
                                                                                Sport
iMixes

         Collabora/ve
running
                                                                   Powersongs




©
2010
adaptive
path                                                                          26
Running

                                         shoes
   Synched
tracking
                                                       iPod
nano
                        Networked
running
events
Tracking

  tools                                    Pedometer
                                                         Voiceover
feedback
                               Nike+

                              website                         Music
                                                                                Sport
iMixes
                                            Desktop

         Collabora/ve
running               widgets
                                                                   Powersongs




©
2010
adaptive
path                                                                          26
Nike+

                                        Running

                                                                     sportsband
                                         shoes
   Synched
tracking
                                                       iPod
nano
                        Networked
running
events
Tracking

  tools                                    Pedometer
                                                         Voiceover
feedback
                               Nike+

                              website                         Music
                                                                                  Sport
iMixes
                                            Desktop

         Collabora/ve
running               widgets
                                                                   Powersongs




©
2010
adaptive
path                                                                            26
The
Long
Wow

                                                   Plan
and
stage
the
wow

                                                         experience



                             wow
Manage
your
plaMorm
                                                         Evolve
your
repeatable

    for
delivery                                                                     process




                                                Draw
from
a
wide

                                               area
of
unmet
needs




                       
©
2010
adaptive
path                                                           27
The
Long
Wow

                                                   Plan
and
stage
the
wow

                                                         experience



                             wow                       wow wow wow wow wow wow wow
Manage
your
plaMorm
                                                         Evolve
your
repeatable

    for
delivery                                                                     process




                                                Draw
from
a
wide

                                               area
of
unmet
needs




                       
©
2010
adaptive
path                                                           27
©
2010
adaptive
path   28
©
2010
adaptive
path   29
©
2010
adaptive
path   29
79.
Delta
                                               85.
United

        27.
Southwest


              35.
JetBlue
                            Image Frame


                                                113.
Northwest

      55.
Con;nental                            121.
US
Airways



             Forrester’s
2010
Customer
Experience
Index
©
2010
adaptive
path
“Colleen
[BarreI]
is
primarily
responsible
for
the
humanis;c
culture

that
we
have
at
Southwest
today...One
of
the
really
significant
things

she
did
was
give
our
people
on
the
front
line
a
lot
of
flexibility.

Basically,
she
ascertained
that
we
could
not
an;cipate
every

situa;on
that
would
evolve
in
a
given
sta/on
at
a
passenger

terminal.
Therefore,
she
told
our
employees‐‐and
meant
it‐‐that

as
long
as
you
are
leaning
toward
the
customer,
you
are
OK...
They

did
not
need
to
ask
permission
from
anybody
to
do
so.”
Herb
Kelleher,
founder
of
Southwest
Airlines


        ©
2010
adaptive
path
Customer
experience
is
not
something
an
organiza/on
buys,

it’s
a
mindset
it
adopts.
Peter
Merholz
Adap/ve
Path
t:
@peterme
e:
peterme@adap/vepath.com




         
©
2010
adaptive
path   33
Thank
You




Peter
Merholz
Adap/ve
Path
t:
@peterme
e:
peterme@adap/vepath.com




         
©
2010
adaptive
path   33

From the Outside-In

Editor's Notes

  • #3 Many households have medicine cabinets filled with pill bottles. The pill bottles all look roughly the same, and are hard to read, which leads to the startling statistic that 60% of people taking medication have taken it incorrectly at some point. For designer Deborah Adler (click), she had a personal take on this. (click to start audio)
  • #4 Many households have medicine cabinets filled with pill bottles. The pill bottles all look roughly the same, and are hard to read, which leads to the startling statistic that 60% of people taking medication have taken it incorrectly at some point. For designer Deborah Adler (click), she had a personal take on this. (click to start audio)
  • #5 Many households have medicine cabinets filled with pill bottles. The pill bottles all look roughly the same, and are hard to read, which leads to the startling statistic that 60% of people taking medication have taken it incorrectly at some point. For designer Deborah Adler (click), she had a personal take on this. (click to start audio)
  • #14 [After Deborah speaks] Look at all the potential points of failure or stoppage. This project could have easily been killed numerous times. Why did it survive?
  • #15 [After Deborah speaks] Look at all the potential points of failure or stoppage. This project could have easily been killed numerous times. Why did it survive?
  • #16 [After Deborah speaks] Look at all the potential points of failure or stoppage. This project could have easily been killed numerous times. Why did it survive?
  • #17 [After Deborah speaks] Look at all the potential points of failure or stoppage. This project could have easily been killed numerous times. Why did it survive?
  • #18 [After Deborah speaks] Look at all the potential points of failure or stoppage. This project could have easily been killed numerous times. Why did it survive?
  • #19 [After Deborah speaks] Look at all the potential points of failure or stoppage. This project could have easily been killed numerous times. Why did it survive?
  • #20 [After Deborah speaks] Look at all the potential points of failure or stoppage. This project could have easily been killed numerous times. Why did it survive?
  • #21 [After Deborah speaks] Look at all the potential points of failure or stoppage. This project could have easily been killed numerous times. Why did it survive?
  • #22 [After Deborah speaks] Look at all the potential points of failure or stoppage. This project could have easily been killed numerous times. Why did it survive?
  • #23 [After Deborah speaks] Look at all the potential points of failure or stoppage. This project could have easily been killed numerous times. Why did it survive?
  • #24 [After Deborah speaks] Look at all the potential points of failure or stoppage. This project could have easily been killed numerous times. Why did it survive?
  • #25 [After Deborah speaks] Look at all the potential points of failure or stoppage. This project could have easily been killed numerous times. Why did it survive?
  • #26 [After Deborah speaks] Look at all the potential points of failure or stoppage. This project could have easily been killed numerous times. Why did it survive?
  • #27 [After Deborah speaks] Look at all the potential points of failure or stoppage. This project could have easily been killed numerous times. Why did it survive?
  • #28 [After Deborah speaks] Look at all the potential points of failure or stoppage. This project could have easily been killed numerous times. Why did it survive?
  • #39 By the fact that you are here at this workshop, I’m pretty sure that your organization doesn’t use this model but I’m sure you know organizations that do.
  • #40 By the fact that you are here at this workshop, I’m pretty sure that your organization doesn’t use this model but I’m sure you know organizations that do.
  • #41 A focus on preferences, positioning, and stories. This view of people has spawned millions of focus groups and market surveys. It also tends to focus teams on tracking or trying to influence preference through positioning, packaging, and marketing instead of creating useful, engaging, and delightful designs. This view can also encourage organizations to throw more money and effort toward marketing than design. It also tends to encourage a disconnect between marketing and design within companies such that craft the story of a product after or in isolation from the creation of that product. Of the three models, this is the most disrespectful of the people we are ostensibly trying to serve.
  • #42 A focus on preferences, positioning, and stories. This view of people has spawned millions of focus groups and market surveys. It also tends to focus teams on tracking or trying to influence preference through positioning, packaging, and marketing instead of creating useful, engaging, and delightful designs. This view can also encourage organizations to throw more money and effort toward marketing than design. It also tends to encourage a disconnect between marketing and design within companies such that craft the story of a product after or in isolation from the creation of that product. Of the three models, this is the most disrespectful of the people we are ostensibly trying to serve.
  • #43 Homo Economicus: The classic model of people used by companies for quite some time. This model tends to make companies focus on quantity. More features, for less. Taking this view makes the world of users and consumers looking a lot like the planet Vulcan.
  • #44 Homo Economicus: The classic model of people used by companies for quite some time. This model tends to make companies focus on quantity. More features, for less. Taking this view makes the world of users and consumers looking a lot like the planet Vulcan.
  • #45 Usability and traditional HCI helped to bring about a revolution in the way we think about people. Rather than quantity, it focused us on process: tasks and goals. But the picture this paints of humanity is a world of Type A personalities obsessively focused on predefined goals and the steps that lead to those goals. Our customers are like robots executing their programs. In this view, time on task and number of steps become the ultimate measuring sticks.
  • #46 Usability and traditional HCI helped to bring about a revolution in the way we think about people. Rather than quantity, it focused us on process: tasks and goals. But the picture this paints of humanity is a world of Type A personalities obsessively focused on predefined goals and the steps that lead to those goals. Our customers are like robots executing their programs. In this view, time on task and number of steps become the ultimate measuring sticks.