Friday, August 17, 2018

Optimize Your Customer Journey

Image courtesy of Calabrio
Did you know that data is a critical component of your journey maps?

I've written a lot about journey maps and journey mapping over the last several years. I've also written about the importance of data to the journey mapping process, even noting that "data has no place in journey mapping" as one of my myths about mapping.

Where am I heading with this? Customer understanding is a foundational element of any customer experience strategy. There are three primary ways that you can gain that understanding:
  1. Listen. Don't just ask customers about the experience, listen, as well. There are a lot of different channels and ways for customers to tell you about their needs and desired outcomes and how well you are performing against their expectations. Understanding these expectations and identifying key drivers of a great customer experience are important outcomes of this exercise.
  2. Characterize. Research your customers. Identify the jobs they are trying to do. Compile key personas that represent the various types of prospects and customers that (might) buy from you or that use your products or services.
  3. Empathize. Walk in your customers' shoes to get a clear understanding of the steps they take to do whatever job it is they are trying to do with your organization. Map their journeys to understand the current state of the experience.
It's this last one, empathize (or walk in customers' shoes and map their journey), that I focus on in my webinar on August 22, 2018, at 11am PT/2pm ET. Now, I know you know I've done other webinars on journey mapping in the past, but this webinar is a little different in that I focus more heavily on the connection between data and mapping - and why the two are important together in order to help you optimize the customer journey. This webinar will also be more focused on the contact center experience and contact center data.

I look forward to having you join me on August 22 for this webinar!

It’s got to do with putting yourself in other people’s shoes and seeing how far you can come to truly understand them. -Christian Bale (talking about acting)

Wednesday, August 15, 2018

Telling Your Customer Stories through Journey Maps

Image courtesy of Pixabay
Do you know the power of storytelling? And do you use it in your customer experience transformation efforts?

Back in 2014, I wrote a post about a museum experience I had at the California Science Center in Los Angeles where a docent told stories about the exhibits and engaged the audience far more than detailed display placards ever could.

I noted that, through storytelling, the docent had power over the audience! The audience was transported and mesmerized!

Through storytelling, he...
  • helped the audience understand
  • conveyed what the people of that time thought, did, felt
  • brought the event(s) or experience to life
  • engaged the audience
  • facilitated empathy and understanding
  • helped the audience connect
  • drew the audience in
  • transported the audience
  • helped the audience relate
  • taught them some history
As you can see, stories are a wonderful communication tool and a powerful teaching tool. They allow you to deliver a message in a way that engages the audience, helps them understand the characters in play, and, hopefully, inspires them. People tend to connect to stories and, therefore, remember them and the message they convey.

One of the my favorite tools available to develop and to tell the customer story is journey mapping.

So, it was with great pleasure that I agreed to an interview with Park Howell of The Business of Story to talk about journey mapping and how to use mapping to tell the customer (and the employee) story. It's a fun interview during which he attempts to coax out of me what the catalyst was for this customer experience consulting career - and more!

In addition to that, in this interview we discuss...
  • How to truly understand and retain your customers
  • The art of using journey maps to connect with your customer and tell their story
  • My 5-step approach to developing your customer experience roadmap and strategy in order to completely transform your business
I'd be honored if you would take a few minutes out of your day to listen to this interview. Let me know in the comments below if you have any questions about the discussion.

The purpose of a storyteller is not to tell you how to think but to give you questions to think upon. -Brandon Sanderson


Wednesday, August 8, 2018

Amplify Your Transformation with CX Champions - Part 2

Image courtesy of Pixabay
This is the second part of my two-part series on how to stand up a team of CX Champions to activate your customer experience transformation efforts.

If you missed Part 1, see it here.

I'll dive right in with more details about your CX Champions team.

How often does the CX Champions team meet?
In the early days, the team should meet monthly, but this can be adjusted over time to meet more frequently or less frequently, as needed.

Who attends the meetings?
Attendees include CX Champions and members of the core CX team.

What should be on the meeting agenda?
Typically, the team will meet to discuss and showcase initiatives in order to get them prioritized and approved by the steering committee, if they haven’t already been; they’ll also provide updates on improvement efforts, issues, barriers to success, and more. The core CX team can also take this opportunity to share any feedback or learnings that they’ve received since the last meeting. And they can conduct ongoing CX training (pick a topic each time) during these meetings. Of course, the agenda should always include time for the CX Champions team to ask questions and to get their concerns addressed.

How do team members communicate between meetings?
There’s always email for communication, but it’s probably best to set up a shared directory where the team can find and share meeting notes, action plans, updates, journey maps, customer and employee feedback, and more.

Are CX Champions empowered to make changes?
Yes, they can be empowered to make changes, though they are often not the ones to actually implement change – unless it’s within their scope of work or skillset. (While I believe they should be empowered to make changes, your executive sponsor and steering committee will be the ultimate decision makers on this.) Regardless, they must be provided with the guide rails – based on the overall CX vision and strategy – within which they can design and implement changes.

Keep in mind that they will need ongoing guidance and direction. It’s not a “set and forget” program. Champions need to be trained, informed, and part of the team. They need to be supported, and they need to be able to discuss challenges, barriers, and successes with the other committees of the governance structure.

For how long do they serve as CX Champions?
Some organizations engage their CX Champions for two-year terms. I suggest keeping the first CX Champions on the team at least long enough to gain a foothold in the transformation, which tends to be about two years. The key is, after they rotate out, that they really continue on with the new way of doing things, not going back to how things were two years ago. It’s a learn and live role! In addition, consider setting up staggered tenures in order to keep continuity over time.

CX Champions need to be trained upon accepting this role. On what do I need to train them?
First and foremost, your CX Champions need to be trained on the basics: your CX vision and strategy. What is it? What are you doing? Why are you doing it? How are you doing it? What’s in it for me? What is the intended customer experience? How do you deliver it? And more.

Give the team details specific to what’s happening within the organization, how it’s going to happen, what the desired outcomes are, and how success will be defined. And don’t forget to talk about the culture and the employee experience. If you don’t make improvements there first, the CX work will all be for naught.

They should also be trained on the core customer experience competencies or principles. I would start with the six competencies put forth by the CXPA, which include:
  1. Customer-Centric Culture
  2. CX Strategy
  3. Experience Design Improvement & Innovation
  4. Metrics & Measurement and ROI
  5. Organizational Adoption & Accountability
  6. VOC Customer Insight & Understanding
Once your CX Champions are solidly grounded in these principles, you will want to go one layer deeper and teach them how to use the tools within the principles, including but not limited to:
  • What to do with customer feedback
  • What to do with employee feedback
  • How to analyze and operationalize feedback
  • How to map customer journeys
  • How to facilitate brainstorming sessions
  • How to tell stories with data or to sell the change initiatives
  • How to conduct root cause analysis
  • What change management is and what it entails
These are simply ideas and recommendations. You will determine the scope of what you want your CX Champions to do and how deeply you want them involved in each of the listed items and the six competencies. Remember that they are an extension of the core CX team; they are your eyes and ears on the ground. They can be hugely helpful in a lot of these areas.

Equip the CX Champions with the change story. And storyboard the intended experience in order to illustrate it for them; this also makes it easier for them to take it back and explain it to their departments. At the same time, guide them on how to best model the customer-centric behavior you expect from the company and provide those guard rails and guidelines for how to diagnose, design, and implement changes.

You will be communicating with – and training – the CX Champions on an ongoing basis. While they are an extension of the team, treat them as part of the team; when you do, they will embrace their roles and kick off that organization-wide groundswell that is necessary for any customer experience transformation journey to succeed.

***
This two-part series provides general guidelines on how you’ll set up your CX Champions team. While your approach may vary, just be sure to provide the knowledge, the guidelines, and the support to ensure that your Champions can rally their colleagues and be change agents on your CX journey.

Alone we can do so little; together we can do so much. -Helen Keller

Wednesday, August 1, 2018

Amplify Your Transformation with CX Champions - Part 1

Image courtesy of Pixabay
In this two-part series, I'll  outline how to stand up a team of CX Champions to activate your customer experience transformation efforts.

Do you have a governance structure in place for your customer experience transformation efforts? If not, it’s time to get that done! Not having a governance structure is one of the 7 Deadly Sins of Customer Experience.

Without a governance structure in place, you perpetuate silo thinking and fail to achieve cross-functional alignment, involvement, and commitment. Why? Because a governance structure is about oversight and execution. It outlines people, roles, responsibilities, rules, and guidelines when it comes to executing your customer experience strategy.

Changing the organization's DNA to be more customer-centric is not a journey for one person to undertake; this is an organization-wide effort. As such, the governance structure is critical to the foundation of any customer experience transformation. It outlines who will ensure that there is alignment and accountability across the organization, and it defines roles and responsibilities key to the transformation, including a core CX program team, an executive sponsor, an executive/steering committee, and cross-functional champions.

It’s this latter group – the cross-functional champions – that I’ll focus on now. To simplify, I’ll call them CX Champions.

What is a CX Champion?
A CX Champion is an employee who is engaged, loves the business and loves customers, and is enthusiastic about delivering a great experience for your customers. She knows the company’s vision, mission, and purpose well, and she lives the core values every day. She understands the CX vision, believes in the outcomes, and is committed to be a part of the transformation.

What other traits or qualities do CX Champions have?
They are well-respected and are often recognized as role models when it comes to customer service and customer experience. They are team players, work well with others, and have – or can build – strong cross-functional relationships. They are excellent communicators. They are influential in their departments and, perhaps, across the organization; they know people, the right people. They are leaders and add credibility to the transformation effort. They might or might not be managers, but they certainly have deep knowledge of their functional areas and how they mesh with other areas of the business, and they can hold others accountable for the work that needs to be done. They may have experience successfully executing change initiatives. And they are flexible and willing to learn.

That’s a lot! No, they are not unicorns. Trust me – these people exist in your organization!

What does the CX Champions team look like?
They are referred to as cross-functional champions because there should be representatives from each department on the team. This helps break down silos and allows for each department’s voice, feedback, and perspectives to be brought to the team and heard.

How many team members are there?

That depends on how many cross-functional departments you have. And if you’ve got multiple business units, is there a corporate shared services group from which you can pull folks? If not, be sure to get business unit representation, too. If you’ve got global office locations, you’ll want to consider representation across the globe.

Who does the CX Champions team report to?
Within the governance structure, the CX Champions team ideally reports to the core CX team, but they also get guidance and direction from the steering committee, who prioritizes and approves the various change initiatives on the docket.

Why do I need CX Champions?
There's a great quote from Benjamin Franklin that's so fitting here: Tell me and I forget. Teach me and I may remember. Involve me and I learn. Get employees involved in the process. When that happens, they feel like they're a part of it. Don't just force change on your employees; give them some ownership in the change. They'll be more accepting of it, without a doubt.

The core CX team can’t make the changes happen. The changes must be activated by your base, throughout the organization, by the people who are delivering the experience that needs to be improved. You’ll need folks who can take data and insights and operationalize them within their departments; they know best what needs to be done and how any changes or improvements connect to – and affect – other departments.

Think of the transformation as a grassroots effort. Use people throughout the organization to spread the word, make the changes, model the behavior, and more. According to a report from SAS and HBR: “A coordinated approach to customer experience management – and one that is built from the ground up – is more likely to take root. ‘You don’t want customer experience to sound like just another corporate initiative... the latest flavor of the week.’”

How do you find CX Champions?
There are at least two approaches to finding CX Champions. (1) You can set some parameters (see the traits outlined previously) and ask for volunteers; or (2) you can accept nominations based on those same traits, e.g., reputation, well-respected, team player, easy to work with, leader, change management knowledge or experience, department and inter-departmental knowledge, etc.

What is the CX Champion’s role?
CX Champions are change agents! They aren’t expected to do the work (though they might) but to influence and to motivate others. They facilitate and champion change initiatives. They are an extension of the core CX team because the core team is typically small and can’t be everywhere and do everything – and don’t have the cross-functional or departmental expertise or rapport/connections to get things done.

CX Champions are the voice of the customer and the voice of the employee; they advocate for customers and for employees and bring their voices to the core CX team and to the steering committee.

Communication with CX Champions is a two-way street: (1) they share feedback, insights, quick wins, and successes from the core CX team with their departments, but (2) they also share feedback, insights, learnings, quick wins or successes, changes made, etc. with the core CX team.

In addition, they:
  • role model and train fellow employees on customer-centric behaviors
  • spread CX vision and knowledge across the organization
  • help to align their fellow employees with the vision and the cause – rally the troops
  • tell the change story and teach others about the intended experience
  • inspire and motivate co-workers to become customer-focused and customer-centric
  • deliver brown bag lunches on the latest employee and customer experience findings
  • problem solve and brainstorm solutions for employee and customer issues
  • don’t necessarily implement the solutions (unless they can) – that’s left to the folks with the expertise to do so
  • map customer journeys
  • and more!
That sounds like it takes a lot of an employee’s time. Does it?
This role could take up about 20% of an employee’s time, but quite honestly, in the end, isn’t it all about the customer and the customer experience?! That’s what their jobs are, day in and day out: to serve the customer. Being a CX Champion translates to a more-focused and more-deliberate way that they work going forward.

For some, this role could take up a lot more time, maybe up to 50%, depending on the severity and the volume of issues, etc. In other words, how bad are things really? Don’t short change on time if that’s what is needed to get the job done right, right now.

In the second-part of this series, I'll answer questions about team meetings, empowering the CX Champions, and what training they'll need in order to take on this role.

Individual commitment to a group effort - that is what makes a team work, a company work, a society work, a civilization work. -Vince Lombardi

Wednesday, July 25, 2018

Annette Franz Accepted into Forbes Coaches Council

Annette Franz, founder and CEO of CX Journey Inc., a boutique customer experience strategy consulting firm, has been accepted into the Forbes Coaches Council, an invitation-only community for leading business and career coaches.

Annette joins other Forbes Coaches Council members, who are hand-selected, to become part of a curated network of successful peers and get access to a variety of exclusive benefits and resources, including the opportunity to submit thought leadership articles and short tips on industry-related topics for publishing on Forbes.com.

Forbes Councils combines an innovative, high-touch approach to community management perfected by the team behind Young Entrepreneur Council (YEC) with the extensive resources and global reach of Forbes. As a result, Forbes Council members get access to the people, benefits, and expertise they need to grow their businesses — and a dedicated member concierge who acts as an extension of their own team, providing personalized one-on-one support.

"I am always honored to be recognized for my work, and being invited into the Forbes Coaches Council is truly icing on the cake. Forbes Coaches are not only passionate about the work they do but also about helping others - and each other - succeed. I'm thrilled and grateful to be a part of this prestigious community, which will certainly continue to solidify my role as a thought leader in the fields of employee experience and customer experience coaching." -Annette Franz

Scott Gerber, founder of Forbes Councils, says, "We are honored to welcome Annette into the community. Our mission with Forbes Councils is to curate successful professionals from every industry, creating a vetted, social capital-driven network that helps every member make an even greater impact on the business world."

For more information about Forbes Coaches Council, visit https://forbescoachescouncil.com/. To learn more about Forbes Councils, visit forbescouncils.com.