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ISITE Design

Journey Mapping
January 23, 2014 :: Portland Ad Federation
Barbara Holmes

Colin O’Neill

Just a small town girl. Livin' in a
lonely world. She took the
midnight train, goin' anywhere.

Just a city boy. Born and raised in
South Detroit. Also took the
midnight train goin' anywhere.

@volleyballbarb

@oneill_colin
Agenda
•  Why Journey Mapping?
•  Three types of maps:
–  Ethnographic Technique
–  “As Is” Snapshot of a Business/Process
–  Future State
•  What, Why, When, Who (and a little bit of How)
•  How to use your Map
•  Q&A

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
Fron0ers,	
  1983	
  
Connected Journeys

Loyalty

Connection

Meaning
Value

Compare

Acquisition

Function

Get Help
Discover
Decide

Share

Tribe

Customer
Experience
Ecosystem

Need

Personalize
Partner

Evangelize

Purchase
Research
Use

Source: Forrester

Search

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
Multiple Contexts

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
Digital Customer Experience Strategy
	
  
Customers’ goals

	
  
Content

Who are they, what are
their goals and
behaviors?

What do customers need
to do to accomplish their
goals?

Digital customer
experience
strategy

Personality

Touchpoints

How should the brand
be expressed throughout
all interactions?

Where do customers
consume content?

Source:	
  May	
  18,	
  2011,	
  “Why	
  You	
  Need	
  A	
  Digital	
  Customer	
  Experience	
  Strategy”	
  Forrester	
  report	
  

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
It’s not what we say.
It’s how we help.

chiefmartech.com	
  

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
It’s going to be ok.
“The more digital we get, the more
human we must be.”
Gatum Ramdurai, Google
Why journey mapping?
• 
• 
• 
• 

Complex interactions across connected touch points
Customers expect parity across channel and device
Teams need a shared language and reference point
Technology is changing established processes and
expectations
•  Business isn’t typically all that great at holistic
thinking

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
What does it do?
•  A tool to manage interconnected cross-channel
experiences
•  Helps orchestrate touch points over time and space
•  Inventories all touch points to illustrate the journey
with clarity and precision
•  Helps forge alignment around what’s most important
•  Brings a human perspective to organizational and
tactical discussions

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
What is the value?
•  A tool to collect insight and embed empathy
•  A shared lens to collaborate through
•  A way to understand the connections and handoffs
between touch points
•  A way to identify opportunities for improvement
•  And to make better decisions

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
But!
A map is not a destination.
Customer-focused transformation

Customer experience quality

Sustain
cultural change

Transform
the organization

Improve
today’s experience

Time
Outside	
  In,	
  Forrester	
  

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
1913
Reproduced	
  from	
  The	
  Etude,	
  	
  October,	
  1913	
  

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
Captured,	
  1981	
  
Ethnographic Journey Maps
•  WHAT: Hand-drawn sketches that answer a core
question
•  WHY: To capture deeper, more relevant stories from
customers
•  WHEN: During interviews, as a tool to spark a
conversation
•  WHO: Current customers and non-customers
•  HOW: Ask person to draw their answer to the core
question; then debrief

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
3 Ways to Use Customer Journey Mapping, Portland Ad Federation, January 2014
3 Ways to Use Customer Journey Mapping, Portland Ad Federation, January 2014
3 Ways to Use Customer Journey Mapping, Portland Ad Federation, January 2014
3 Ways to Use Customer Journey Mapping, Portland Ad Federation, January 2014
How
•  Ask one open-ended question, “How do/did you…?”
to frame the journey map activity
•  Allow 5 - 10 min to draw: 15 min  to describe
•  Use open/closed questions to fill in knowledge gaps
and probe for thinking, feeling, doing data
•  Record the interview session for later referral

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
Exercise
•  How did you choose your primary mode
of transportation?
•  Debrief:
–  What did you think
–  What did you do
–  What did you feel

www.kerismith.com/WishJarTales/connect_dots.jpg
Revela0on,	
  2008	
  
As Is Journey Maps
•  WHAT: Data visualization derived from customer
data, business data, trend data, analytics, etc. Reveals
of what is happening now.
•  WHY: Reveals opportunities for a business; catalyzes
customer-centric thinking
•  WHEN: Prior to embarking on a transformative
initiative; when customer feedback indicates
•  WHO: Stakeholders from the business; customers;
prospects
•  HOW: Data collection and analysis; affinity mapping;
data visualization
@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
Characteristics
Business

Time

•  Process/Lifecycle
•  Goals
•  Brand Impression
•  Touch points

Customer
•  Goals
•  Emotions
•  Touch points

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
Service

hSp://www.edutxt.co.uk/preloginjsp/edutxt/customer_journey.jsp	
  
Platform

Nick	
  Finck,	
  Übermind	
  
@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
Persona-based Journey

Comcast	
  experience	
  map,	
  nForm	
  

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
Touch Points

getallyourducksinarow.com	
  

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
Internal Processes

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
Customer Journey Phases
Loosening	
  
of	
  status	
  
quo	
  
Commit	
  
to	
  change	
  

Advocate	
  

Use	
  the	
  
service	
  

Explore	
  
op0ons	
  

Make	
  the	
  
selec0on	
  

Compare	
  
solu0ons	
  

Discover
Consider
Decide

Jus0fy	
  
the	
  
decision	
  

Commit	
  
to	
  
solu0on	
  
Step	
  Back	
  

Use

SiriusDecisions	
  

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
Customer Journey Map
•  Stages
•  Touch Points
• 
• 
• 
• 

Customer Needs
Customer Expectations
Customer Activities
Emotional State

•  Opportunities

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
3 Ways to Use Customer Journey Mapping, Portland Ad Federation, January 2014
Elements of an As Is Journey Map
• 
• 
• 
• 
• 
• 

Experience phases
Customer types
The journey itself
Points of delight/opportunities
Points of pain/service barriers
Specific touch points and
interactions
•  What the experience is like; the
highs and lows
•  Key to explain the map

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
http://jasonfurnell.wordpress.com/2010/08/04/customer-journey-sketchboards/
Evolu0on,	
  1979	
  
Future State Journey Maps
•  WHAT: Data visualization based on a goal-state
3 to 5 years in the future
•  WHY: Informs technology roadmap; informs content
strategy and staffing to fulfill on the desired goal
•  WHEN: Periodically, to keep the business focused on
the goals and future
•  WHO: Stakeholders from the business
•  HOW: Brainstorming, roleplaying and connected
thinking. For example, write a letter from the future
(storytelling parsed into touch points)

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
3 Ways to Use Customer Journey Mapping, Portland Ad Federation, January 2014
@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
http://blogdotcrmitdotcom.files.wordpress.com/2013/12/customers.jpg

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
hSp://www.graphicrecordingstudio.com/blog/2013/11/28/crea0ng-­‐a-­‐vision-­‐map-­‐for-­‐asmp-­‐colorado	
  

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
Elements of a Future State Journey Map
•  Tell a story from a customer’s perspective
•  Outline specific touch points
•  Describe the expected experience for each
touch point
•  Identify triggers to start the journey
•  Focus on transitions between the steps in
the journey

http://jasonfurnell.wordpress.com/2010/08/04/customer-journey-sketchboards/

@volleyballbarb	
  	
  	
  	
  	
  @oneill_colin	
  
Greatest	
  Hits,	
  1988	
  
Recap
•  Journey Maps are a powerful tool to align and
manage customer/user experiences across
devices, channels
and time
•  Ethnographic Maps help you quickly capture
real-world stories from people
•  “As is” Journey Maps reveal business
opportunities through a customer lens
•  Future State Journey Maps help make a vision
seem achievable and identify the evolution
required and the potential benefits

http://jasonfurnell.wordpress.com/2010/08/04/customer-journey-sketchboards/
Digital is everything.
Connection is everything.
References
• 

• 
• 
• 
• 

• 
• 

• 

Bruce Temkin
http://experiencematters.wordpress.com/2009/03/03/legos-building-block-forgood-experiences/
Jason Hobbs
http://www.boxesandarrows.com/person/122-jasonhobbs
Boxes and Arrows
http://www.boxesandarrows.com/view/journeys_needs
The Yard Creative
http://www.theyardcreative.com/bandqhongkong.html
Engine Group
http://www.enginegroup.co.uk/service_design/m_page/
customer_journey_mapping
Adam Richardson
http://blogs.hbr.org/cs/2010/11/using_customer_journey_maps_to.html
Joyce Hostyn
http://www.joycehostyn.com/blog/2010/03/22/visualizing-the-customerexperience-using-customer-experience-journey-maps/
People and Participation.net
http://www.peopleandparticipation.net/display/Methods/Customer+Journey
+Mapping
We help brands embrace the power of
digital to align around their customer.
www.isitedesign.com

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3 Ways to Use Customer Journey Mapping, Portland Ad Federation, January 2014

  • 1. ISITE Design Journey Mapping January 23, 2014 :: Portland Ad Federation
  • 2. Barbara Holmes Colin O’Neill Just a small town girl. Livin' in a lonely world. She took the midnight train, goin' anywhere. Just a city boy. Born and raised in South Detroit. Also took the midnight train goin' anywhere. @volleyballbarb @oneill_colin
  • 3. Agenda •  Why Journey Mapping? •  Three types of maps: –  Ethnographic Technique –  “As Is” Snapshot of a Business/Process –  Future State •  What, Why, When, Who (and a little bit of How) •  How to use your Map •  Q&A @volleyballbarb          @oneill_colin  
  • 6. Multiple Contexts @volleyballbarb          @oneill_colin  
  • 7. Digital Customer Experience Strategy   Customers’ goals   Content Who are they, what are their goals and behaviors? What do customers need to do to accomplish their goals? Digital customer experience strategy Personality Touchpoints How should the brand be expressed throughout all interactions? Where do customers consume content? Source:  May  18,  2011,  “Why  You  Need  A  Digital  Customer  Experience  Strategy”  Forrester  report   @volleyballbarb          @oneill_colin  
  • 8. It’s not what we say. It’s how we help. chiefmartech.com   @volleyballbarb          @oneill_colin  
  • 9. It’s going to be ok. “The more digital we get, the more human we must be.” Gatum Ramdurai, Google
  • 10. Why journey mapping? •  •  •  •  Complex interactions across connected touch points Customers expect parity across channel and device Teams need a shared language and reference point Technology is changing established processes and expectations •  Business isn’t typically all that great at holistic thinking @volleyballbarb          @oneill_colin  
  • 11. What does it do? •  A tool to manage interconnected cross-channel experiences •  Helps orchestrate touch points over time and space •  Inventories all touch points to illustrate the journey with clarity and precision •  Helps forge alignment around what’s most important •  Brings a human perspective to organizational and tactical discussions @volleyballbarb          @oneill_colin  
  • 12. What is the value? •  A tool to collect insight and embed empathy •  A shared lens to collaborate through •  A way to understand the connections and handoffs between touch points •  A way to identify opportunities for improvement •  And to make better decisions @volleyballbarb          @oneill_colin  
  • 13. But! A map is not a destination.
  • 14. Customer-focused transformation Customer experience quality Sustain cultural change Transform the organization Improve today’s experience Time Outside  In,  Forrester   @volleyballbarb          @oneill_colin  
  • 15. 1913 Reproduced  from  The  Etude,    October,  1913   @volleyballbarb          @oneill_colin  
  • 17. Ethnographic Journey Maps •  WHAT: Hand-drawn sketches that answer a core question •  WHY: To capture deeper, more relevant stories from customers •  WHEN: During interviews, as a tool to spark a conversation •  WHO: Current customers and non-customers •  HOW: Ask person to draw their answer to the core question; then debrief @volleyballbarb          @oneill_colin  
  • 22. How •  Ask one open-ended question, “How do/did you…?” to frame the journey map activity •  Allow 5 - 10 min to draw: 15 min  to describe •  Use open/closed questions to fill in knowledge gaps and probe for thinking, feeling, doing data •  Record the interview session for later referral @volleyballbarb          @oneill_colin  
  • 23. Exercise •  How did you choose your primary mode of transportation? •  Debrief: –  What did you think –  What did you do –  What did you feel www.kerismith.com/WishJarTales/connect_dots.jpg
  • 25. As Is Journey Maps •  WHAT: Data visualization derived from customer data, business data, trend data, analytics, etc. Reveals of what is happening now. •  WHY: Reveals opportunities for a business; catalyzes customer-centric thinking •  WHEN: Prior to embarking on a transformative initiative; when customer feedback indicates •  WHO: Stakeholders from the business; customers; prospects •  HOW: Data collection and analysis; affinity mapping; data visualization @volleyballbarb          @oneill_colin  
  • 26. Characteristics Business Time •  Process/Lifecycle •  Goals •  Brand Impression •  Touch points Customer •  Goals •  Emotions •  Touch points @volleyballbarb          @oneill_colin  
  • 28. Platform Nick  Finck,  Übermind   @volleyballbarb          @oneill_colin  
  • 29. Persona-based Journey Comcast  experience  map,  nForm   @volleyballbarb          @oneill_colin  
  • 31. Internal Processes @volleyballbarb          @oneill_colin  
  • 32. Customer Journey Phases Loosening   of  status   quo   Commit   to  change   Advocate   Use  the   service   Explore   op0ons   Make  the   selec0on   Compare   solu0ons   Discover Consider Decide Jus0fy   the   decision   Commit   to   solu0on   Step  Back   Use SiriusDecisions   @volleyballbarb          @oneill_colin  
  • 33. Customer Journey Map •  Stages •  Touch Points •  •  •  •  Customer Needs Customer Expectations Customer Activities Emotional State •  Opportunities @volleyballbarb          @oneill_colin  
  • 35. Elements of an As Is Journey Map •  •  •  •  •  •  Experience phases Customer types The journey itself Points of delight/opportunities Points of pain/service barriers Specific touch points and interactions •  What the experience is like; the highs and lows •  Key to explain the map @volleyballbarb          @oneill_colin   http://jasonfurnell.wordpress.com/2010/08/04/customer-journey-sketchboards/
  • 37. Future State Journey Maps •  WHAT: Data visualization based on a goal-state 3 to 5 years in the future •  WHY: Informs technology roadmap; informs content strategy and staffing to fulfill on the desired goal •  WHEN: Periodically, to keep the business focused on the goals and future •  WHO: Stakeholders from the business •  HOW: Brainstorming, roleplaying and connected thinking. For example, write a letter from the future (storytelling parsed into touch points) @volleyballbarb          @oneill_colin  
  • 39. @volleyballbarb          @oneill_colin  
  • 41. @volleyballbarb          @oneill_colin  
  • 43. Elements of a Future State Journey Map •  Tell a story from a customer’s perspective •  Outline specific touch points •  Describe the expected experience for each touch point •  Identify triggers to start the journey •  Focus on transitions between the steps in the journey http://jasonfurnell.wordpress.com/2010/08/04/customer-journey-sketchboards/ @volleyballbarb          @oneill_colin  
  • 45. Recap •  Journey Maps are a powerful tool to align and manage customer/user experiences across devices, channels and time •  Ethnographic Maps help you quickly capture real-world stories from people •  “As is” Journey Maps reveal business opportunities through a customer lens •  Future State Journey Maps help make a vision seem achievable and identify the evolution required and the potential benefits http://jasonfurnell.wordpress.com/2010/08/04/customer-journey-sketchboards/
  • 48. References •  •  •  •  •  •  •  •  Bruce Temkin http://experiencematters.wordpress.com/2009/03/03/legos-building-block-forgood-experiences/ Jason Hobbs http://www.boxesandarrows.com/person/122-jasonhobbs Boxes and Arrows http://www.boxesandarrows.com/view/journeys_needs The Yard Creative http://www.theyardcreative.com/bandqhongkong.html Engine Group http://www.enginegroup.co.uk/service_design/m_page/ customer_journey_mapping Adam Richardson http://blogs.hbr.org/cs/2010/11/using_customer_journey_maps_to.html Joyce Hostyn http://www.joycehostyn.com/blog/2010/03/22/visualizing-the-customerexperience-using-customer-experience-journey-maps/ People and Participation.net http://www.peopleandparticipation.net/display/Methods/Customer+Journey +Mapping
  • 49. We help brands embrace the power of digital to align around their customer. www.isitedesign.com