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Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Journey Mapping 101
Tony Quiroz
Local Leader, IxDA Phoenix
UX Design Strategist, Ethology
Sean Rice
Senior UX Design Strategist, Ethology
1
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Journey Mapping 101
● What is a Journey Map?
● Spotlight on: Moments of Truth
● When to use (and when not to)
● How to build a Journey Map
● Activity
2
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
What is a Journey Map?
3
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
What is a Journey Map?
● A Journey Map makes the customer experience
visible and tangible.
● Injects thoughts, feelings, actions, pain points.
● Helps pinpoint “Moments of Truth” so we can give
those special attention.
4
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
What is a Journey Map?
● They also make a great
selling prop!
5
Client Name Removed
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
At the highest level, it’s this:
6
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
● Think
● Feel
● Do
● Pain Points
● Tools & touch points
● Opportunities
Then we flesh things
out from there.
7
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
The
Anatomy
of a
Journey
Map
8
Client Name Removed
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Steps & Doing
9
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Think & Feel
10
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Moments of Truth*
11
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Touchpoints (Tools, Tech, Channels, etc.)
12
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Opportunities
13
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Other Stuff
● Guiding Principles
● Smiley Faces
● More...
14
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Guiding Principles
Steps
Doing
Thinking
Feeling
Moments of Truth
Touchpoints
Opportunities
15
Client Name Removed
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
There is no single,
standard format.
Journey Map
designs are different
because each
customer journey is
different.
16
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Spotlight on: Moments of Truth
17
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Moments of Truth
18
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
So the journey may look something like this:
What am I going to
do this weekend?
Commercial for a new movie.
Sounds cool!
When is it playing
at my local
theater?
MOMENT OF TRUTH!
Icons made by Freepik. www.flaticon.com is licensed under http://creativecommons.org/licenses/by/3.0/
19
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Moments of Truth
● Pivotal moments in the journey.
● “Do I take the next step or abandon ship?”
➢ Information needs
➢ Interactions, Tasks
➢ Decisions
20
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Um...
21
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
That’s more like it.
22
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Bigtime Insights
● Moments of Truth
● Micro-moments
● Jobs to be Done
23
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
● Moments of Truth = Go / No Go
● Micro-moments = Critical interaction points
● Jobs to be Done = Engagement, not Selling
Bigtime Insights
24
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
When to Use a Journey Map
25
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Think about Journey Mapping when...
● Breaking into new markets (verticals)
● Understanding new customer segments (millennials)
● Assessing impact of technology changes (mobile)
● Refresh / redesigns / rebrands
● Looking to squeeze more revenue out of an already
successful process
26
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Don’t use Journey Mapping for...
● Task flow analysis (Example: New user registration)
● Audience Analysis - It’s not a matrix!
● Incremental updates - Better served by user testing
● Projects with teeny-tiny budgets (talk to users & test)
● When you won’t get to talk to real users (gulp...)
27
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
How to build a
Journey Map
28
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
This big board here.
29
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Materials
● Multi-colored Post it notes
● Notecards
● Sharpies
● Masking tape
● Wall space or whiteboard
● Camera
30
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Roles
● Facilitator / Interviewer - Guides the discussion
● Board constructor w/good handwriting
● Client / Customer SMEs
● Stakeholders
● Other interested parties on internal / external teams
31
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Groups of 8-10 or more are okay.
32
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Who to Invite
● Product Managers / Product Owners
● Marketing / Sales
● Stakeholders
● Customer advisors / advocates, Tech Support
● Any other SMEs
33
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Sample Work Flow
● Welcome
● Journey Mapping 101
● User persona
● Mapping activity
● Review key findings (stars / dots)
● Wrap up
34
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
After You’re Done with the Activity
● Take lots of pictures
● Clarify handwriting issues on the spot
● Gather team member notes & summarize
● Share raw materials via InVision, etc.
● Produce digital version
● Validate with input from customers
35
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
About Those Customers...
36
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Journey Mapping 101
Questions?
37
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Journey Mapping Activity:
Choosing a Smartphone
38
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Journey Mapping 101
39
Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology
Journey Mapping 101
Tony Quiroz
Local Leader, IxDA Phoenix
UX Design Strategist, Ethology
Sean Rice
Senior UX Design Strategist, Ethology
Thanks
Everyone!
@IxDAPhoenix
40

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Journey Mapping 101 - Ethology - IxDA Phoenix

  • 1. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Journey Mapping 101 Tony Quiroz Local Leader, IxDA Phoenix UX Design Strategist, Ethology Sean Rice Senior UX Design Strategist, Ethology 1
  • 2. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Journey Mapping 101 ● What is a Journey Map? ● Spotlight on: Moments of Truth ● When to use (and when not to) ● How to build a Journey Map ● Activity 2
  • 3. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology What is a Journey Map? 3
  • 4. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology What is a Journey Map? ● A Journey Map makes the customer experience visible and tangible. ● Injects thoughts, feelings, actions, pain points. ● Helps pinpoint “Moments of Truth” so we can give those special attention. 4
  • 5. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology What is a Journey Map? ● They also make a great selling prop! 5 Client Name Removed
  • 6. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology At the highest level, it’s this: 6
  • 7. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology ● Think ● Feel ● Do ● Pain Points ● Tools & touch points ● Opportunities Then we flesh things out from there. 7
  • 8. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology The Anatomy of a Journey Map 8 Client Name Removed
  • 9. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Steps & Doing 9
  • 10. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Think & Feel 10
  • 11. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Moments of Truth* 11
  • 12. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Touchpoints (Tools, Tech, Channels, etc.) 12
  • 13. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Opportunities 13
  • 14. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Other Stuff ● Guiding Principles ● Smiley Faces ● More... 14
  • 15. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Guiding Principles Steps Doing Thinking Feeling Moments of Truth Touchpoints Opportunities 15 Client Name Removed
  • 16. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology There is no single, standard format. Journey Map designs are different because each customer journey is different. 16
  • 17. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Spotlight on: Moments of Truth 17
  • 18. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Moments of Truth 18
  • 19. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology So the journey may look something like this: What am I going to do this weekend? Commercial for a new movie. Sounds cool! When is it playing at my local theater? MOMENT OF TRUTH! Icons made by Freepik. www.flaticon.com is licensed under http://creativecommons.org/licenses/by/3.0/ 19
  • 20. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Moments of Truth ● Pivotal moments in the journey. ● “Do I take the next step or abandon ship?” ➢ Information needs ➢ Interactions, Tasks ➢ Decisions 20
  • 21. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Um... 21
  • 22. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology That’s more like it. 22
  • 23. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Bigtime Insights ● Moments of Truth ● Micro-moments ● Jobs to be Done 23
  • 24. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology ● Moments of Truth = Go / No Go ● Micro-moments = Critical interaction points ● Jobs to be Done = Engagement, not Selling Bigtime Insights 24
  • 25. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology When to Use a Journey Map 25
  • 26. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Think about Journey Mapping when... ● Breaking into new markets (verticals) ● Understanding new customer segments (millennials) ● Assessing impact of technology changes (mobile) ● Refresh / redesigns / rebrands ● Looking to squeeze more revenue out of an already successful process 26
  • 27. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Don’t use Journey Mapping for... ● Task flow analysis (Example: New user registration) ● Audience Analysis - It’s not a matrix! ● Incremental updates - Better served by user testing ● Projects with teeny-tiny budgets (talk to users & test) ● When you won’t get to talk to real users (gulp...) 27
  • 28. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology How to build a Journey Map 28
  • 29. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology This big board here. 29
  • 30. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Materials ● Multi-colored Post it notes ● Notecards ● Sharpies ● Masking tape ● Wall space or whiteboard ● Camera 30
  • 31. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Roles ● Facilitator / Interviewer - Guides the discussion ● Board constructor w/good handwriting ● Client / Customer SMEs ● Stakeholders ● Other interested parties on internal / external teams 31
  • 32. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Groups of 8-10 or more are okay. 32
  • 33. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Who to Invite ● Product Managers / Product Owners ● Marketing / Sales ● Stakeholders ● Customer advisors / advocates, Tech Support ● Any other SMEs 33
  • 34. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Sample Work Flow ● Welcome ● Journey Mapping 101 ● User persona ● Mapping activity ● Review key findings (stars / dots) ● Wrap up 34
  • 35. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology After You’re Done with the Activity ● Take lots of pictures ● Clarify handwriting issues on the spot ● Gather team member notes & summarize ● Share raw materials via InVision, etc. ● Produce digital version ● Validate with input from customers 35
  • 36. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology About Those Customers... 36
  • 37. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Journey Mapping 101 Questions? 37
  • 38. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Journey Mapping Activity: Choosing a Smartphone 38
  • 39. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Journey Mapping 101 39
  • 40. Tony Quiroz, IxDA Local Leader & UX Design Strategist, Ethology | Sean Rice, Sr. UX Design Strategist, Ethology Journey Mapping 101 Tony Quiroz Local Leader, IxDA Phoenix UX Design Strategist, Ethology Sean Rice Senior UX Design Strategist, Ethology Thanks Everyone! @IxDAPhoenix 40