Process	
  2020:	
  	
  In-macy	
  Innova-ons	
  around	
  
Customers	
  
Engage	
  Millennials	
  and	
  Increase	
  Speed	
  
Webinar	
  Roundtable	
  Discussion	
  
July	
  8,	
  2015	
  
Brad	
  Power	
   Steve	
  Stanton	
  
1	
  ©2015	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
Discussion	
  Ques+on:	
  	
  Engage	
  Millennials	
  
Where	
  are	
  you	
  seeing	
  a	
  
need	
  to	
  change	
  your	
  
processes	
  to	
  engage	
  
Millennials	
  differently?	
  
2	
  ©2015	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
The	
  Case	
  for	
  Engaging	
  Millennials	
  
•  Opportunities
•  Purpose
•  Mastery
•  Autonomy
•  Threats
•  Problems
Future
Vision
Sense of
Urgency
Plan
Where Are
We Going?
How Do We Get There?
Why Leave
Home?
Current State
Journey
magnet
Best Practices
Marrio7,	
  Mass	
  
Mutual	
  
Mobile,	
  Social	
  
(Facebook)	
  
Mass	
  Mutual	
  
3	
  ©2015	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
Dos	
  and	
  Don’ts	
  from	
  My	
  Millennials	
  
Do	
   Don’t	
  
Uber,	
  AirBnB	
   Car,	
  home	
  ownership	
  
Latest	
  iPhone	
   Land	
  line	
  
Laptop	
   Desktop	
  
Mobile	
  apps,	
  Google	
  
Docs	
  
Windows	
  Office,	
  
downloaded	
  soRware	
  
Dropbox	
   Hard	
  drive	
  
Streaming,	
  NeVlix	
   TV	
  
Facebook,	
  Instagram	
   LeYers,	
  e-­‐mail	
  
Online	
  news	
   Newspaper,	
  magazine	
  
Disncve	
  small	
  stores,	
  
Amazon	
  Prime,	
  Etsy	
  
Shopping	
  malls,	
  chains,	
  
mass	
  brands	
  
Google	
  Maps,	
  Yelp	
   Get	
  lost,	
  need	
  advice	
  
4	
  ©2015	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
The	
  Customer	
  Discovery	
  Process	
  
Discover	
  
Need	
  
Research	
  
Choose	
  
and	
  Buy	
  
Use	
  and	
  
Re+re	
  
Purchase
Intent Options
Purchase
Decision
Problem
in Use
Marketing Sales Order
Processing
Customer
Service
Physical
Web,
Mobile
Store,	
  Media	
   Store	
   Store	
   Store,	
  Repair	
  
Shopping	
  
Site,	
  App	
  
Shopping	
  
Site,	
  App	
  
Shopping	
  Site,	
  
App	
  
Call	
  center,	
  
Wiki,	
  chat	
  
5	
  ©2015	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
Engagement	
  Opportuni+es	
  
Discover	
  
Need	
  
Research	
  
Choose	
  
and	
  Buy	
  
Use	
  and	
  
Re+re	
  
Purchase
Intent Options
Purchase
Decision
Problem
in Use
Marketing Sales Order
Processing
Customer
Service
Store,	
  Media	
   Store	
   Store	
   Store,	
  Repair	
  
Shopping	
  
Site,	
  App	
  
Shopping	
  
Site	
  
Shopping	
  Site,	
  
App	
  
Call	
  center,	
  
Wiki,	
  chat	
  
Physical
Web,
Mobile
1.	
  Recommenda+ons	
   3.	
  One	
  click	
  2.	
  Reviews	
  
7.	
  Integrate	
  across	
  
channels	
  
4.	
  Easy	
  return	
  
5.	
  Design	
  thinking	
   6.	
  Advice	
  
8.	
  Beacon	
  
6	
  ©2015	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
MassMutual	
  Uses	
  Design	
  Thinking:	
  
Empathy,	
  Experiment,	
  Advice	
  
•  Problem:	
  	
  Deep	
  customer	
  research	
  by	
  IDEO	
  
and	
  MassMutual:	
  people	
  either	
  have	
  a	
  smart-­‐
money	
  mindset	
  or	
  they	
  don’t	
  
•  Solu+on:	
  	
  Instead	
  of	
  making	
  a	
  case	
  for	
  
something	
  young	
  people	
  don’t	
  want	
  (life	
  
insurance),	
  set	
  out	
  to	
  create	
  educaon	
  on	
  
adulthood	
  (e.g.,	
  401Ks,	
  wine	
  selecon)	
  called	
  
the	
  ”Society	
  of	
  Grownups”	
  
•  Experiment:	
  	
  Design	
  a	
  brand	
  identy,	
  a	
  digital	
  
plaVorm	
  with	
  financial	
  planning	
  tools,	
  and	
  a	
  
hip	
  brick-­‐and-­‐mortar	
  locale.	
  And	
  don’t	
  sell	
  
MassMutual	
  products!	
  
MassMutual	
  starts	
  
“Society	
  of	
  Grownups”	
  
to	
  get	
  millennials	
  
thinking	
  of	
  financial	
  
future	
  
Our	
  doors	
  are	
  officially	
  open!	
  Come	
  say	
  hi	
  
at	
  1653	
  Beacon	
  St	
  in	
  Brookline	
  from	
  4-­‐9	
  
tonight.	
  hYp://bit.ly/1nZDaI9	
  	
  	
  
1:17	
  PM	
  -­‐	
  8	
  Oct	
  2014	
  
Sources:	
  IDEO	
  website,	
  Masslive.com,	
  Boston	
  Globe	
  
7	
  ©2015	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
Where	
  to	
  Start?	
  
1.  Benchmark	
  your	
  customers’	
  
discovery	
  process	
  against	
  Amazon	
  
–  Current	
  state,	
  future	
  process,	
  complementary	
  
changes,	
  acon	
  plan	
  
2.  Run	
  social	
  and	
  mobile	
  experiments	
  
–  Fast	
  and	
  frugal	
  
3.  Invest	
  in	
  data	
  analy+cs	
  across	
  media	
  
and	
  channels	
  to	
  prepare	
  unique	
  
+me-­‐sensi+ve	
  offers	
  
–  Billboards,	
  stores,	
  mobile	
  apps,	
  locaon,	
  web	
  
cookies,	
  third	
  party	
  data	
  
8	
  ©2015	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
Discussion	
  Ques+on:	
  	
  Increasing	
  Speed	
  
Where	
  are	
  you	
  seeing	
  a	
  
need	
  for	
  increased	
  speed	
  in	
  
your	
  industry,	
  business	
  
unit,	
  organiza-on,	
  and	
  
processes,	
  especially	
  in	
  
taking	
  ideas	
  to	
  market?	
  
9	
  ©2015	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
The	
  Case	
  for	
  Speed	
  
•  Opportunities
•  Purpose
•  Mastery
•  Autonomy
•  Threats
•  Problems
Future
Vision
Sense of
Urgency
Plan
Where Are
We Going?
How Do We Get There?
Why Leave
Home?
Current State
Journey
magnet
Best Practices
Healthcare.gov,	
  
Microso`,	
  
Staples	
  
Amazon,	
  Apple,	
  
Facebook,	
  
Google	
  
American	
  Express,	
  
GE,	
  IBM,	
  ING,	
  
Na+onwide,	
  PayPal	
  
10	
  ©2015	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
New	
  Developments	
  in	
  the	
  Idea-­‐to-­‐
Market	
  Process:	
  	
  Bias	
  to	
  Speed	
  
Waterfall	
   Agile	
   Con+nuous	
  
Release	
  
Frequency	
  
Annual,	
  twice	
  a	
  year	
   Weeks	
  (days)	
  =	
  batch	
   Connuous:	
  100s	
  of	
  
changes	
  per	
  day	
  =	
  flow	
  
Architecture	
   Full	
  product	
   Minimum	
  viable	
  
product	
  
Many	
  small	
  services	
  
Release	
  
Process	
  
(Tesng)	
  
Sequenal	
  stage	
  
gates,	
  handoffs,	
  
document	
  knowledge	
  
transfer	
  
Prototyping,	
  small,	
  
frequent	
  batches	
  
Launch	
  and	
  recover,	
  test	
  
layering,	
  automated	
  test	
  
system,	
  “feature	
  
gates”	
  (hidden,	
  test,	
  
beta,	
  unveil,	
  A/B)	
  
Organizaon	
   Departmental	
  silos,	
  
sequenal	
  
Cross-­‐funconal	
  
team,	
  business	
  plus	
  
developer,	
  face-­‐to-­‐
face	
  
Small	
  services	
  teams,	
  
accountable	
  for	
  making	
  
changes	
  and	
  tesng	
  
Performance	
  
Measures	
  
Meeng	
  stage	
  gates	
   Working	
  soRware	
   Customer	
  feedback	
  
Customer	
   Internal	
  funcons	
   Product	
  owner	
   User	
  
11	
  ©2015	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
The	
  So`ware	
  Development	
  Process	
  
Plan	
  
Big	
  
Plan	
  
Small	
  
Dev	
  &	
  
Test	
  
Release	
  
to	
  
Market	
  
Strategic
Initiatives
Prioritized
Capabilities
Working
Software Production
Business
Unit
Product
Owner
Agile
Team
Operations
Annual	
   Two	
  weeks	
   Two	
  weeks	
   Monthly	
  
Daily	
   Daily	
   Daily	
  
Standard = major features
Fast = bugs and small changes
Standard
Fast
Monthly
Daily
12	
  ©2015	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
Accelera+on	
  Opportuni+es	
  
Plan	
  
Big	
  
Plan	
  
Small	
  
Dev	
  &	
  
Test	
  
Release	
  
to	
  
Market	
  
Strategic
Initiatives
Prioritized
Capabilities
Working
Software Production
Business
Unit
Product
Owner
Agile
Team
Operations
Annual	
   Two	
  weeks	
   Two	
  weeks	
   Monthly	
  
Daily	
   Daily	
   Daily	
  
Standard = major features
Fast = bugs and small changes
Standard
Fast
Monthly
Daily
1.	
  Mobile:	
  
trend	
  to	
  Fast	
  –	
  
“Model	
  Line”	
  
2.	
  More	
  frequent	
  
releases	
  
4.	
  Steady	
  Feed	
  
6.	
  Automate	
  tes+ng	
   7.	
  Automate	
  deployment	
  
8.	
  Pipeline	
  Visibility	
  
5.	
  Microservices	
  Cloud	
  Plahorm	
  
3.	
  Small	
  teams	
  (DevOps)	
  
13	
  ©2015	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
Where	
  to	
  Start?	
  
1.  Develop	
  a	
  plan	
  and	
  select	
  a	
  “model	
  
line”	
  where	
  speed	
  is	
  key	
  
–  Current	
  state,	
  future	
  process,	
  complementary	
  
changes,	
  acon	
  plan	
  
2.  For	
  your	
  “model	
  line”	
  reorganize	
  
into	
  small,	
  self-­‐governing	
  teams	
  
with	
  end-­‐to-­‐end	
  responsibility	
  
–  Team	
  structure,	
  roles,	
  staffing	
  
3.  Invest	
  in	
  high	
  speed	
  infrastructure	
  
–  Microservices	
  plaVorm	
  (cloud),	
  transion	
  
plan,	
  automated	
  tesng	
  and	
  deployment,	
  
connuous	
  delivery	
  pipeline	
  
14	
  ©2015	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
More	
  Informa+on?	
  
—  Scrum:	
  Jeff	
  Sutherland	
  (book	
  
and	
  website)	
  
—  Lean	
  Startup:	
  Eric	
  Reis,	
  Steve	
  
Blank	
  (book)	
  
—  Connuous	
  Delivery:	
  Andy	
  
Singleton:	
  Unblock	
  (book),	
  
ING:	
  Henk	
  Kolk	
  (video)	
  
—  Naonwide:	
  Conference	
  
(September)	
  
—  Implemenng	
  Innovaon	
  
Course	
  (September)	
  
Appendix	
  
Hip	
  Pocket	
  Slides	
  
16	
  ©2015	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
Con+nue	
  the	
  Discussion	
  Online	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  LinkedIn	
  Discussion	
  Groups	
  
	
  
1.  Process:	
  	
  Business	
  Process	
  Roundtable	
  
2.  Enterprise:	
  	
  Connuous	
  Innovaon	
  
3.  Individuals:	
  	
  Change	
  Agents	
  in	
  Acon	
  
17	
  ©2015	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
For	
  More	
  Informa+on	
  
FCB	
  Partners	
  
	
  
Lindsay	
  Field,	
  Program	
  Director	
  
617	
  245	
  0265	
  
lfield@fcbpartners.com	
  

FCB Partners Webinar: Process 2020 Intimacy Innovations around Customers

  • 1.
    Process  2020:    In-macy  Innova-ons  around   Customers   Engage  Millennials  and  Increase  Speed   Webinar  Roundtable  Discussion   July  8,  2015   Brad  Power   Steve  Stanton  
  • 2.
    1  ©2015  FCB  Partners.  All  rights  reserved.   Discussion  Ques+on:    Engage  Millennials   Where  are  you  seeing  a   need  to  change  your   processes  to  engage   Millennials  differently?  
  • 3.
    2  ©2015  FCB  Partners.  All  rights  reserved.   The  Case  for  Engaging  Millennials   •  Opportunities •  Purpose •  Mastery •  Autonomy •  Threats •  Problems Future Vision Sense of Urgency Plan Where Are We Going? How Do We Get There? Why Leave Home? Current State Journey magnet Best Practices Marrio7,  Mass   Mutual   Mobile,  Social   (Facebook)   Mass  Mutual  
  • 4.
    3  ©2015  FCB  Partners.  All  rights  reserved.   Dos  and  Don’ts  from  My  Millennials   Do   Don’t   Uber,  AirBnB   Car,  home  ownership   Latest  iPhone   Land  line   Laptop   Desktop   Mobile  apps,  Google   Docs   Windows  Office,   downloaded  soRware   Dropbox   Hard  drive   Streaming,  NeVlix   TV   Facebook,  Instagram   LeYers,  e-­‐mail   Online  news   Newspaper,  magazine   Disncve  small  stores,   Amazon  Prime,  Etsy   Shopping  malls,  chains,   mass  brands   Google  Maps,  Yelp   Get  lost,  need  advice  
  • 5.
    4  ©2015  FCB  Partners.  All  rights  reserved.   The  Customer  Discovery  Process   Discover   Need   Research   Choose   and  Buy   Use  and   Re+re   Purchase Intent Options Purchase Decision Problem in Use Marketing Sales Order Processing Customer Service Physical Web, Mobile Store,  Media   Store   Store   Store,  Repair   Shopping   Site,  App   Shopping   Site,  App   Shopping  Site,   App   Call  center,   Wiki,  chat  
  • 6.
    5  ©2015  FCB  Partners.  All  rights  reserved.   Engagement  Opportuni+es   Discover   Need   Research   Choose   and  Buy   Use  and   Re+re   Purchase Intent Options Purchase Decision Problem in Use Marketing Sales Order Processing Customer Service Store,  Media   Store   Store   Store,  Repair   Shopping   Site,  App   Shopping   Site   Shopping  Site,   App   Call  center,   Wiki,  chat   Physical Web, Mobile 1.  Recommenda+ons   3.  One  click  2.  Reviews   7.  Integrate  across   channels   4.  Easy  return   5.  Design  thinking   6.  Advice   8.  Beacon  
  • 7.
    6  ©2015  FCB  Partners.  All  rights  reserved.   MassMutual  Uses  Design  Thinking:   Empathy,  Experiment,  Advice   •  Problem:    Deep  customer  research  by  IDEO   and  MassMutual:  people  either  have  a  smart-­‐ money  mindset  or  they  don’t   •  Solu+on:    Instead  of  making  a  case  for   something  young  people  don’t  want  (life   insurance),  set  out  to  create  educaon  on   adulthood  (e.g.,  401Ks,  wine  selecon)  called   the  ”Society  of  Grownups”   •  Experiment:    Design  a  brand  identy,  a  digital   plaVorm  with  financial  planning  tools,  and  a   hip  brick-­‐and-­‐mortar  locale.  And  don’t  sell   MassMutual  products!   MassMutual  starts   “Society  of  Grownups”   to  get  millennials   thinking  of  financial   future   Our  doors  are  officially  open!  Come  say  hi   at  1653  Beacon  St  in  Brookline  from  4-­‐9   tonight.  hYp://bit.ly/1nZDaI9       1:17  PM  -­‐  8  Oct  2014   Sources:  IDEO  website,  Masslive.com,  Boston  Globe  
  • 8.
    7  ©2015  FCB  Partners.  All  rights  reserved.   Where  to  Start?   1.  Benchmark  your  customers’   discovery  process  against  Amazon   –  Current  state,  future  process,  complementary   changes,  acon  plan   2.  Run  social  and  mobile  experiments   –  Fast  and  frugal   3.  Invest  in  data  analy+cs  across  media   and  channels  to  prepare  unique   +me-­‐sensi+ve  offers   –  Billboards,  stores,  mobile  apps,  locaon,  web   cookies,  third  party  data  
  • 9.
    8  ©2015  FCB  Partners.  All  rights  reserved.   Discussion  Ques+on:    Increasing  Speed   Where  are  you  seeing  a   need  for  increased  speed  in   your  industry,  business   unit,  organiza-on,  and   processes,  especially  in   taking  ideas  to  market?  
  • 10.
    9  ©2015  FCB  Partners.  All  rights  reserved.   The  Case  for  Speed   •  Opportunities •  Purpose •  Mastery •  Autonomy •  Threats •  Problems Future Vision Sense of Urgency Plan Where Are We Going? How Do We Get There? Why Leave Home? Current State Journey magnet Best Practices Healthcare.gov,   Microso`,   Staples   Amazon,  Apple,   Facebook,   Google   American  Express,   GE,  IBM,  ING,   Na+onwide,  PayPal  
  • 11.
    10  ©2015  FCB  Partners.  All  rights  reserved.   New  Developments  in  the  Idea-­‐to-­‐ Market  Process:    Bias  to  Speed   Waterfall   Agile   Con+nuous   Release   Frequency   Annual,  twice  a  year   Weeks  (days)  =  batch   Connuous:  100s  of   changes  per  day  =  flow   Architecture   Full  product   Minimum  viable   product   Many  small  services   Release   Process   (Tesng)   Sequenal  stage   gates,  handoffs,   document  knowledge   transfer   Prototyping,  small,   frequent  batches   Launch  and  recover,  test   layering,  automated  test   system,  “feature   gates”  (hidden,  test,   beta,  unveil,  A/B)   Organizaon   Departmental  silos,   sequenal   Cross-­‐funconal   team,  business  plus   developer,  face-­‐to-­‐ face   Small  services  teams,   accountable  for  making   changes  and  tesng   Performance   Measures   Meeng  stage  gates   Working  soRware   Customer  feedback   Customer   Internal  funcons   Product  owner   User  
  • 12.
    11  ©2015  FCB  Partners.  All  rights  reserved.   The  So`ware  Development  Process   Plan   Big   Plan   Small   Dev  &   Test   Release   to   Market   Strategic Initiatives Prioritized Capabilities Working Software Production Business Unit Product Owner Agile Team Operations Annual   Two  weeks   Two  weeks   Monthly   Daily   Daily   Daily   Standard = major features Fast = bugs and small changes Standard Fast Monthly Daily
  • 13.
    12  ©2015  FCB  Partners.  All  rights  reserved.   Accelera+on  Opportuni+es   Plan   Big   Plan   Small   Dev  &   Test   Release   to   Market   Strategic Initiatives Prioritized Capabilities Working Software Production Business Unit Product Owner Agile Team Operations Annual   Two  weeks   Two  weeks   Monthly   Daily   Daily   Daily   Standard = major features Fast = bugs and small changes Standard Fast Monthly Daily 1.  Mobile:   trend  to  Fast  –   “Model  Line”   2.  More  frequent   releases   4.  Steady  Feed   6.  Automate  tes+ng   7.  Automate  deployment   8.  Pipeline  Visibility   5.  Microservices  Cloud  Plahorm   3.  Small  teams  (DevOps)  
  • 14.
    13  ©2015  FCB  Partners.  All  rights  reserved.   Where  to  Start?   1.  Develop  a  plan  and  select  a  “model   line”  where  speed  is  key   –  Current  state,  future  process,  complementary   changes,  acon  plan   2.  For  your  “model  line”  reorganize   into  small,  self-­‐governing  teams   with  end-­‐to-­‐end  responsibility   –  Team  structure,  roles,  staffing   3.  Invest  in  high  speed  infrastructure   –  Microservices  plaVorm  (cloud),  transion   plan,  automated  tesng  and  deployment,   connuous  delivery  pipeline  
  • 15.
    14  ©2015  FCB  Partners.  All  rights  reserved.   More  Informa+on?   —  Scrum:  Jeff  Sutherland  (book   and  website)   —  Lean  Startup:  Eric  Reis,  Steve   Blank  (book)   —  Connuous  Delivery:  Andy   Singleton:  Unblock  (book),   ING:  Henk  Kolk  (video)   —  Naonwide:  Conference   (September)   —  Implemenng  Innovaon   Course  (September)  
  • 16.
  • 17.
    16  ©2015  FCB  Partners.  All  rights  reserved.   Con+nue  the  Discussion  Online                                  LinkedIn  Discussion  Groups     1.  Process:    Business  Process  Roundtable   2.  Enterprise:    Connuous  Innovaon   3.  Individuals:    Change  Agents  in  Acon  
  • 18.
    17  ©2015  FCB  Partners.  All  rights  reserved.   For  More  Informa+on   FCB  Partners     Lindsay  Field,  Program  Director   617  245  0265   lfield@fcbpartners.com