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THE HUMAN EXPERIENCE
Bridging the Gap between
Customer Experience and
User Experience
LEAH BULEY,
PRINCIPAL ANALYST CUSTOMER EXPERIENCE
FORRESTER
SUSANNAH SULSAR,
DIRECTOR CUSTOMER EXPERIENCE MARKETING
BARKLEY
SXSW 2016
#HumanX
PREMISE
2
The Domain of traditional
Customer Experience
The Domain of traditional
User Experience
The most innovative
companies are infusing
modern experience design
processes within the strategy
and customer understanding
phases of the traditional
Customer Experience practice,
and infusing data and
measurement into the design
phase of the traditional User
Experiences practice.
WORKSHOP
This workshop will allow participants a hands-on opportunity to use
Design Thinking, along with their common experience in registering
for and attending SXSW Interactive conference, to marry CX and UX
to create a Transformative Human SXSW Experience.
3
THE EVOLUTION OF USER EXPERIENCE
4
The User Experience practice
is evolving
Past the point where
experiences need to work
across channel and be
personalized and
contextualized
To the point where the
experience must generate
VALUE for the customer.
Usable Transactional Ubiquitous Transformative
Focus: Reduce Errors
Increase Efficiency
Expert Users
Focus: Conversion
Task Oriented
Personas & Paths
Focus: Cross Channel
Personalized &
Contextualized
Focus: Value & Engagement
Emotion
Process shift to non-digital
THE EVOLUTION OF CUSTOMER EXPERIENCE
5
Likewise the Customer
Experience practice is evolving
Past the point where
experiences need to work
across channel and be
personalized and
contextualized
To the point where the
experience must generate
VALUE for the customer.
Sound familiar?
Focus: Resolving Issues
UX Internal Systems
CSat related to service
Focus: Measurement
UX Digital
CSat + Brand Perception
Focus: Consistency
Personalized &
Contextualized
Focus: Value & Engagement
Emotion
Lead with XD
HUMAN EXPERIENCE DESIGN
THE CONVERSION OF CX AND UX
As the two practices start converging with the same goals, there
are a few stand out truths:
• Data alone cannot define the experience. The Human/emotional
aspects of a customer’s experience have the biggest influence on
loyalty. Understanding and playing to consumer emotion in your
experience planning will positively affect your bottom line.
• Businesses must strike a balance between finding and fixing
existing experiences with bolder innovation-based efforts that
reinvent experiences and deliver new value to customers.
• Traditional Customer Experience and User Experience practices
can no longer behave like silos.
6
TOPIC 1: THE REAL VOICE OF CUSTOMER
Customer Understanding is not the domain
of either Customer Experience OR User
Experience.
To learn: Sources of insights from both
practices and where/how to get them with
limited teams/resources.
To do: Document the customer needs —
beyond SXSW specific Interactions.
7
TOPIC 2: JOURNEY MAPPING FOR HUMANS
Customer needs begin long before they
begin engaging with a brand. What can be
gained by creating a journey map that
extends beyond brand engagement?
To learn: The role of a journey map and
what it is/isn’t.
To do: Create an aspirational Journey Map
for SXSW Interactive.
8
TOPIC 3: RECOGNIZING OPPORTUNITIES
Not every idea is an opportunity. Creating a
brief for experience design teams means
prioritizing efforts. Once you stop any
bleeding, then what?
To learn: How to identify and prioritize the
experiences that matter.
To do: Identify the top 3-5 opportunities for
SXSW.
9
TOPIC 4: THE SOFT STUFF: CULTURE
Even if your team can figure out how to marry
these concepts, if the Culture of Experience
doesn’t exist in your organization, you’ll
struggle to keep up any momentum.
To learn: Defining governance and culture,
and what is involved.
To do: Conduct your own organizational
Experience assessment.
10
LEAH BULEY,
PRINCIPAL ANALYST CUSTOMER EXPERIENCE - FORRESTER
Leah is an analyst at Forrester Research,
researching and writing about the user experience
field after 15 years living in it. Prior to Forrester she
worked as a design strategist at Intuit, where she
worked on the future of business and personal
finance, and as an experience design lead at
Adaptive Path, a pioneering user experience design
consultancy. She started her career in the late
1990s as an opinionated Web developer. Through
self-taught tinkering she gradually made the
transition to user interface design. She spent the
early 2000s as a UX team of one in a range of
financial and information service companies. That
experience led her to write The User Experience
Team of One, a book she wished she’d had in the
early days of her career.
11
SUSANNAH SULSAR,
DIRECTOR CUSTOMER EXPERIENCE MARKETING - BARKLEY
Every marketing team needs a data strategist who is
also the champion of the customer: Someone who
knows their customer and program data inside and
out. Susannah has 20 years experience using
customer relationship marketing data to help Fortune
500 companies build customer insight on preferences
and attitudes, optimize 1:1 communications to better
engage customers, and build multi-channel customer
experience strategies. As the (Fiercely Independent)
Director of Customer Experience Marketing at Barkley
(A Fiercely Independent Advertising Agency),
Susannah's passion for data strategy and customer
experience marketing means she occasionally geeks
on topics like email, database marketing, and journey
mapping.
12

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SXSW 2016 panel picker: Human Experience: Bridging the gap between CX and UX

  • 1. THE HUMAN EXPERIENCE Bridging the Gap between Customer Experience and User Experience LEAH BULEY, PRINCIPAL ANALYST CUSTOMER EXPERIENCE FORRESTER SUSANNAH SULSAR, DIRECTOR CUSTOMER EXPERIENCE MARKETING BARKLEY SXSW 2016 #HumanX
  • 2. PREMISE 2 The Domain of traditional Customer Experience The Domain of traditional User Experience The most innovative companies are infusing modern experience design processes within the strategy and customer understanding phases of the traditional Customer Experience practice, and infusing data and measurement into the design phase of the traditional User Experiences practice.
  • 3. WORKSHOP This workshop will allow participants a hands-on opportunity to use Design Thinking, along with their common experience in registering for and attending SXSW Interactive conference, to marry CX and UX to create a Transformative Human SXSW Experience. 3
  • 4. THE EVOLUTION OF USER EXPERIENCE 4 The User Experience practice is evolving Past the point where experiences need to work across channel and be personalized and contextualized To the point where the experience must generate VALUE for the customer. Usable Transactional Ubiquitous Transformative Focus: Reduce Errors Increase Efficiency Expert Users Focus: Conversion Task Oriented Personas & Paths Focus: Cross Channel Personalized & Contextualized Focus: Value & Engagement Emotion Process shift to non-digital
  • 5. THE EVOLUTION OF CUSTOMER EXPERIENCE 5 Likewise the Customer Experience practice is evolving Past the point where experiences need to work across channel and be personalized and contextualized To the point where the experience must generate VALUE for the customer. Sound familiar? Focus: Resolving Issues UX Internal Systems CSat related to service Focus: Measurement UX Digital CSat + Brand Perception Focus: Consistency Personalized & Contextualized Focus: Value & Engagement Emotion Lead with XD
  • 6. HUMAN EXPERIENCE DESIGN THE CONVERSION OF CX AND UX As the two practices start converging with the same goals, there are a few stand out truths: • Data alone cannot define the experience. The Human/emotional aspects of a customer’s experience have the biggest influence on loyalty. Understanding and playing to consumer emotion in your experience planning will positively affect your bottom line. • Businesses must strike a balance between finding and fixing existing experiences with bolder innovation-based efforts that reinvent experiences and deliver new value to customers. • Traditional Customer Experience and User Experience practices can no longer behave like silos. 6
  • 7. TOPIC 1: THE REAL VOICE OF CUSTOMER Customer Understanding is not the domain of either Customer Experience OR User Experience. To learn: Sources of insights from both practices and where/how to get them with limited teams/resources. To do: Document the customer needs — beyond SXSW specific Interactions. 7
  • 8. TOPIC 2: JOURNEY MAPPING FOR HUMANS Customer needs begin long before they begin engaging with a brand. What can be gained by creating a journey map that extends beyond brand engagement? To learn: The role of a journey map and what it is/isn’t. To do: Create an aspirational Journey Map for SXSW Interactive. 8
  • 9. TOPIC 3: RECOGNIZING OPPORTUNITIES Not every idea is an opportunity. Creating a brief for experience design teams means prioritizing efforts. Once you stop any bleeding, then what? To learn: How to identify and prioritize the experiences that matter. To do: Identify the top 3-5 opportunities for SXSW. 9
  • 10. TOPIC 4: THE SOFT STUFF: CULTURE Even if your team can figure out how to marry these concepts, if the Culture of Experience doesn’t exist in your organization, you’ll struggle to keep up any momentum. To learn: Defining governance and culture, and what is involved. To do: Conduct your own organizational Experience assessment. 10
  • 11. LEAH BULEY, PRINCIPAL ANALYST CUSTOMER EXPERIENCE - FORRESTER Leah is an analyst at Forrester Research, researching and writing about the user experience field after 15 years living in it. Prior to Forrester she worked as a design strategist at Intuit, where she worked on the future of business and personal finance, and as an experience design lead at Adaptive Path, a pioneering user experience design consultancy. She started her career in the late 1990s as an opinionated Web developer. Through self-taught tinkering she gradually made the transition to user interface design. She spent the early 2000s as a UX team of one in a range of financial and information service companies. That experience led her to write The User Experience Team of One, a book she wished she’d had in the early days of her career. 11
  • 12. SUSANNAH SULSAR, DIRECTOR CUSTOMER EXPERIENCE MARKETING - BARKLEY Every marketing team needs a data strategist who is also the champion of the customer: Someone who knows their customer and program data inside and out. Susannah has 20 years experience using customer relationship marketing data to help Fortune 500 companies build customer insight on preferences and attitudes, optimize 1:1 communications to better engage customers, and build multi-channel customer experience strategies. As the (Fiercely Independent) Director of Customer Experience Marketing at Barkley (A Fiercely Independent Advertising Agency), Susannah's passion for data strategy and customer experience marketing means she occasionally geeks on topics like email, database marketing, and journey mapping. 12