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1© 2015 T7
July 29, 2015
How to Get Your CX and UX
Teams Working Together
Steve Offsey, CMO, TandemSeven
2© 2015 T7
How do you
WIN
in the digital age?
3© 2015 T7
By maximizing the value you provide
to your customers across all
channels and touchpoints…
4© 2015 T7© 2015 T7
CX
…to ultimately improve their end-to-
end customer experience.
5© 2015 T7© 2015 T7
An improved customer
experience is now on your CEO’s
agenda…
…which means your CX and UX teams
are on the hook to make it happen!
6© 2015 T7
New CX initiatives can overlap, or
even appear to be in competition
with UX initiatives
7© 2015 T7
Expert input from a user experience
(UX) team is critical for a successful
customer experience (CX).
8© 2015 T7
In most
organizations
UX means
digital UX
Or the
experience of
users with
applications,
devices or
processes
What is UX?
9© 2015 T7© 2015 T7
Interaction
Design
Contextual
Inquiry
Wireframes
Visual
Design
Usability
Testing
Personas
UX methods and outputs include
10© 2015 T7
Customer experience (CX) is the sum of all
interactions between an organization and a
customer over the duration of their relationship.
What is CX?
11© 2015 T7
CX teams typically focus more on
process and service design than
digital application design and delivery.
12© 2015 T7© 2015 T7
Journey
Maps
Segment
Profiles
/Personas
Voice of
the
Customer
(VOC)
CX methods and outputs include
13© 2015 T7© 2015 T7
So, how can CX and
UX teams improve
the way they work
together to provide
a better customer
experience?
14© 2015 T7
1. Adopt organizational characteristics to help
maximize the synergy between CX and UX
C-level
sponsorship
Cross-functional
teams
End-to-end
vision
Shared
definitions
and
standards
Common
research,
testing and
measurement
approaches
15© 2015 T7© 2015 T7
2. Align your CX and UX teams around
shared processes and standards
Support
Deliver
Develop
Test
Design
Experience
Modeling
Persona
Modeling
Research
16© 2015 T7© 2015 T7
3. Employ a common platform for UX and CX teams
to create and share research and design assets
Research Personas
Task
Models
Journey
Maps
Dashboard
User
Stories
17© 2015 T7© 2015 T7
A common platform allows your CX
and UX teams to…
18© 2015 T7
Customer
Research
User
Stories
Customer
Personas
Task
Models
Customer
Journey
Maps
Unify research and design assets in one place,
organized for consistency and reuse
19© 2015 T7
Create a
consistent set
of personas
shared across
the enterprise
Upgrade your
profiles and
personas from
static pictures
to dynamic
online assets
Create and share dynamic personas to provide a
unified view of your customers’ challenges,
preferences, and priorities
20© 2015 T7
Front Stage
/
Back Stage
Actors
Emotional
States
Future State
(Innovation)
Current
State
(Heat Maps)
Construct journey maps to provide a visual, high-
impact understanding of customers’ goals and touch
points
21© 2015 T7
Benchmark and
track evolving
experience from
initial state
towards desired
(future) state.
Employ dashboards to communicate relevant and
up-to-date information to each business stakeholder
22© 2015 T7
Integrate with
agile
development
platforms
Organize
scenarios and
tasks into user
stories and
release
packages
Use story maps to visually communicate key
customer stories to agile development teams
23© 2015 T7© 2015 T7
Organizations whose CX and UX teams align to
improve their overall customer experience will gain
significant advantage in:
Market
Share
Customer
Satisfaction
Profitability
24© 2015 T7© 2015 T7
Working together, CX and UX teams can
make it happen!
Align CX and UX
teams around
shared
processes and
standards
Employ a
common platform
to align your
entire
organization
around your
customers’ needs
Adopt
organizational
characteristics
that maximize the
synergy between
CX and UX
25© 2015 T7© 2015 T7
Want to learn more about how the right platform can
help unify your CX and UX teams?
Request a free trial of UX360 at
www.tandemseven.com/ux360-customer-user-experience-software-tools/
Design by Katrina Berlin Benco
Photo credits: Hooked by ePi.Longo, Rollercoaster by Craig Lloyd, and Cooperation by Marina del Castell all llcensed under CC BY 2.0

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How to Get Your CX and UX Teams Working Together

  • 1. 1© 2015 T7 July 29, 2015 How to Get Your CX and UX Teams Working Together Steve Offsey, CMO, TandemSeven
  • 2. 2© 2015 T7 How do you WIN in the digital age?
  • 3. 3© 2015 T7 By maximizing the value you provide to your customers across all channels and touchpoints…
  • 4. 4© 2015 T7© 2015 T7 CX …to ultimately improve their end-to- end customer experience.
  • 5. 5© 2015 T7© 2015 T7 An improved customer experience is now on your CEO’s agenda… …which means your CX and UX teams are on the hook to make it happen!
  • 6. 6© 2015 T7 New CX initiatives can overlap, or even appear to be in competition with UX initiatives
  • 7. 7© 2015 T7 Expert input from a user experience (UX) team is critical for a successful customer experience (CX).
  • 8. 8© 2015 T7 In most organizations UX means digital UX Or the experience of users with applications, devices or processes What is UX?
  • 9. 9© 2015 T7© 2015 T7 Interaction Design Contextual Inquiry Wireframes Visual Design Usability Testing Personas UX methods and outputs include
  • 10. 10© 2015 T7 Customer experience (CX) is the sum of all interactions between an organization and a customer over the duration of their relationship. What is CX?
  • 11. 11© 2015 T7 CX teams typically focus more on process and service design than digital application design and delivery.
  • 12. 12© 2015 T7© 2015 T7 Journey Maps Segment Profiles /Personas Voice of the Customer (VOC) CX methods and outputs include
  • 13. 13© 2015 T7© 2015 T7 So, how can CX and UX teams improve the way they work together to provide a better customer experience?
  • 14. 14© 2015 T7 1. Adopt organizational characteristics to help maximize the synergy between CX and UX C-level sponsorship Cross-functional teams End-to-end vision Shared definitions and standards Common research, testing and measurement approaches
  • 15. 15© 2015 T7© 2015 T7 2. Align your CX and UX teams around shared processes and standards Support Deliver Develop Test Design Experience Modeling Persona Modeling Research
  • 16. 16© 2015 T7© 2015 T7 3. Employ a common platform for UX and CX teams to create and share research and design assets Research Personas Task Models Journey Maps Dashboard User Stories
  • 17. 17© 2015 T7© 2015 T7 A common platform allows your CX and UX teams to…
  • 18. 18© 2015 T7 Customer Research User Stories Customer Personas Task Models Customer Journey Maps Unify research and design assets in one place, organized for consistency and reuse
  • 19. 19© 2015 T7 Create a consistent set of personas shared across the enterprise Upgrade your profiles and personas from static pictures to dynamic online assets Create and share dynamic personas to provide a unified view of your customers’ challenges, preferences, and priorities
  • 20. 20© 2015 T7 Front Stage / Back Stage Actors Emotional States Future State (Innovation) Current State (Heat Maps) Construct journey maps to provide a visual, high- impact understanding of customers’ goals and touch points
  • 21. 21© 2015 T7 Benchmark and track evolving experience from initial state towards desired (future) state. Employ dashboards to communicate relevant and up-to-date information to each business stakeholder
  • 22. 22© 2015 T7 Integrate with agile development platforms Organize scenarios and tasks into user stories and release packages Use story maps to visually communicate key customer stories to agile development teams
  • 23. 23© 2015 T7© 2015 T7 Organizations whose CX and UX teams align to improve their overall customer experience will gain significant advantage in: Market Share Customer Satisfaction Profitability
  • 24. 24© 2015 T7© 2015 T7 Working together, CX and UX teams can make it happen! Align CX and UX teams around shared processes and standards Employ a common platform to align your entire organization around your customers’ needs Adopt organizational characteristics that maximize the synergy between CX and UX
  • 25. 25© 2015 T7© 2015 T7 Want to learn more about how the right platform can help unify your CX and UX teams? Request a free trial of UX360 at www.tandemseven.com/ux360-customer-user-experience-software-tools/ Design by Katrina Berlin Benco Photo credits: Hooked by ePi.Longo, Rollercoaster by Craig Lloyd, and Cooperation by Marina del Castell all llcensed under CC BY 2.0

Editor's Notes

  1. shutterstock
  2. Pic from unsplash: https://download.unsplash.com/photo-1429000263672-1b8b4008d2f7 NO NEED For attribution