Training Customers for Self Service

GUEST POST from Shep Hyken

More and more, customers are open to using self-service solutions. Our customer experience research shows that while customers might prefer the human touch, some expect digital, self-service solutions. In certain cases, they even demand it. And it’s not just in customer service.

Consider Amazon, the perfect example of a self-service retailer. From researching to purchasing a product, and even in most customer service situations, everything is a self-service experience. Each step of the process is logical and intuitive. For customer service issues, the customer is prompted through a process. Along the way, if the customer still wants a live agent to help, they are able to share their phone number and an agent calls back within a minute. The point is, it’s as easy as can be. The learning curve is minimal and comes from just doing it.

I know what you’re thinking. You’re not Amazon, so getting a customer to use your self-service solutions requires a different technique. Keep in mind that there’s a right way and a wrong way. My friend Lance Gruener, EVP of Customer Experience at MasterCard, knows a thing or two about what great service looks like. In addition to his leadership at one of the largest companies on the planet, he’s president of the advisory board of the contact center industry’s largest association. In a recent board meeting, he shared an excellent example of the right way – and wrong way – to get customers to use self-service.

Not long ago, Lance walked into a store. Other than the employees, he was the only person in the store. He approached an employee to ask for help, but rather than helping, the employee pointed to a kiosk and said, “If you go over there, you can do it yourself.”

Lance, who, like me, is acutely aware of good – and unfortunately bad – customer experiences, resented the unwillingness of the employee to help. So, how should the employee have handled this situation?

Ultimately, the company wants customers to use its self-service solutions. But encouraging customers to do so takes a little tact. For Lance, the employee could have done it for him, then taken him to the kiosk and showed him how to do it the next time.

I love this approach. First, take care of the customer and then train them for next time. Or, train the customer while you help them. In effect, you’re saying, “Let’s do this together.” Either way, it combines high touch with technology.

In today’s digital world, a balance between technology, including self-service solutions, and the high-touch experience with a live agent is essential. Empowering customers to confidently use your self-service options can increase customer satisfaction ratings while streamlining operations. To do that, it will take time to train customers to use your technology. Success hinges on good technology integrated with personal support to ensure customers feel valued and capable.

Image Credits: Pixabay, Shep Hyken

Sign up here to join 17,000+ leaders getting Human-Centered Change & Innovation Weekly delivered to their inbox every week.

Components of a Good Digital Strategy

1 Reply

Components of a Good Digital Strategy

GUEST POST from Howard Tiersky

If I told you I had a document in my hand that was the new digital strategy for your company, what would you expect it to contain?

A list of projects? A “mission” statement? A technology vision? A competitive market analysis? A financial forecast?

One of the problems with the label “digital strategy” is that there’s not a common understanding of what it actually means or should contain. Naturally, the needs vary by company, but what if I said I had one menu for a Chinese restaurant and one for an Italian restaurant? Of course, there would be some differences, but there would also be some similarities: both would contain a list of foods you can order and their prices.

While we know what to expect to see in a menu, what should we expect to find in a digital strategy?

We develop digital strategies for companies from media to retail to financial services, and we use a ten-chapter outline for our digital strategy documents. Starting from this point, we often customize, and I’d encourage you to do that as well. Consider this a cheat-sheet that, if it works for your organization, can form the basis for your digital strategy.

Chapter One: Our Current Situation

Describe your company’s current situation vis a vis digital. Outline the digital touchpoints that currently exist, how recently they have been “remodeled,” how you measure their performance and what feedback you receive from both customers and stakeholders. Neither exaggerate the problems nor sweep them under the rug. The idea is to present a clear, objective, and fact-based description of the current state. Ideally, cite specific stats such as conversion, ad revenue, usability testing results or other data-driven “evidence” for your position. Also, describe any obvious gaps in your digital landscape. If you have clarity on the reasons for some of the problems or gaps (technical issues, business process issues, etc.), then state these as well.

Chapter Two: The Customer and Competitive Landscape

Describe your customer segments succinctly. What is understood about their current needs? How have they changed? Ideally, cite evidence from market research. In particular, how have their channel/touchpoint preference and expectations been evolving? What does that suggest about what your brand needs to do to stay relevant? If you have data to support it, describe how the current digital ecosystem for your company impacts your customer’s perception, behavior and purchase decisions (either positively or negatively — you may have examples of both). Now take a look at competitors. Your customers are evaluating you against your competitive set; what are they offering regarding a digital experience? How does it differ from what your brand is doing? What success metrics do you have available to indicate how successful competitive efforts are? (remember not everything your competitor is doing differently is necessarily successful). Remember to look not just at your traditional large competitors, but also at smaller competitors who may not be taking a significant market share (yet) but who might be more nimble or creative. Look also at “comparative” brands. If you are a hotel, what are airlines doing? What is Uber or Amazon doing? And how are their latest innovations both creating new expectations your customers have for you and also highlighting opportunities for your industry to do something similar?

Chapter Three: Trends

Chapters One and Two describe the current state. Chapter Three is your space to forecast the future. What trends are likely to impact your customer and your industry over the next few years? I suggest focusing on a 2-3 year time horizon. In today’s fast-moving world trying to forecast farther than that is too inaccurate. What kind of trends should you focus on? Certainly focus on digital trends, such as the shift to mobile or other digital technologies that may be relevant to your industry (wearables, VR, AR, chatbots, etc.). But also focus on trends that may not be inherently digital but which may have a significant impact in your industry over the next few years. These could be growth in China, the different priorities of the millennial generation, etc.

Chapter Four: Our Assets

Nothing in the outline of the first three chapters is inherently good news or bad news — it’s just a journalistic perspective on your brand, your customers, and competitors- where they are today and where they are going. It’s not uncommon for it to be an inventory of all the ways you are behind and that can be a bit of a downer. This chapter is your opportunity to remind the reader of any untapped assets you may have that might be able to help you leap ahead. What kind of asset should you describe? Here are some ideas. Consider which apply in your situation:

Your brand — How is your brand viewed by customers? Even if you are behind the curve in digital, it takes a long time to build a trusted brand. That’s worth a lot, and if you catch up, that brand may be a huge competitive weapon even against companies who seem to be ahead of you today.
Your content — Perhaps you have a backlog of content that is not being fully leveraged. A new digital strategy may enable you to tap value that is currently latent.
Technology — You might have some proprietary technology that, if connected to a stronger digital touchpoint, could enable you to bring capabilities to the market that would be difficult for others to match.
Your people and their skills — Your organization may be uniquely good at something. Perhaps there is a way to leverage that strength. Or you may have specific individuals whose talents aren’t fully leveraged but who could make a major difference if given the opportunity to drive new digital strategies.

Your scale, financial resources, partnership relationships, network of stores, licensed IP, etc. Companies have many other assets, far too many to list here. Try to inventory everything you have to work with and consider which other assets might have a place in developing a strategy that provides sustainable competitive differentiation.

Chapter Five: The Future Customer Journey

Chapter Five is where you describe your vision of the future. You have been setting up the rationale for change in the previous four chapters; this is where you propose your solution. Describe how the customer will interact with your brand differently in the future — what changes will be made to the different touchpoints? How does their journey play out from initial introduction to your brand, through the phases of initial interest and research, through their purchase decisions, experience of your product or service, problem resolution, and future re-purchase? Describe your customer, their situation, and their priorities and tell a compelling story that rings the intuitive bell of the user that this future journey will be both far better for the customer and also lead to better business outcomes for the brand. Support the alignment with customer needs via research data where available. One format for describing the customer journey is a roadmap.

However you describe it, your strategy should align with the three key priorities of a successful digital business.

Chapter Six: Money and Business Model

If you have done a good job in Chapter Five, you now have your reader or listener (if it’s a presentation) thinking, “Sounds great, but how much is this going to cost??” Chapter Six is where you lay out three things — roughly what implementing this strategy will cost, what your projections are for financial return, and how the business model under the new strategy changes, if at all. Clarity around investment and returns is what separates digital strategies that sound good from ones that actually get done. After all, an ambitious digital strategy for a major brand is likely to be a substantial investment. Most of the time those at the CFO and CEO level making investment decisions of hat scale are not doing it because of the inherent “good” of digital, but because they expect a return that justifies the decision. You must help them see your story in the kind of financial language that they use to make all of their other decisions. Be sure to describe not only the total budget but how much you anticipate will be capital vs operating budget and what the cash flow timing looks like. You’ll want someone from your finance department to be involved in modeling this in spreadsheet form.

Chapter Seven: Technology

It’s quite likely that your new strategy will be closely tied to technology. In Chapter Seven describe the technologies that are needed. It’s not essential to describe hardcore “tech” details or reference specific software tools. Rather, the idea here is to describe the key requirements you will have of technology to achieve the strategy.

Chapter Eight: Business Process and Organization

Often a substantial digital transformation will change the way you do business. If so, then no doubt you will need to reconsider various business processes or parts of your organizational structure. Chapter Eight should describe the types of changes that may be needed.

Chapter Nine: Timeline and Challenges

In Chapter Nine, you lay out a detailed quarter by quarter plan of how you intend to proceed. In addition, be upfront about the assumptions, risks and anticipated challenges your strategy will face. It may seem like it would be better to keep quiet about possible risks, but actually, the opposite is true for two reasons. First, it adds credibility to your plan and process to show you’re realistic about the possible roadblocks and are already thinking about how to avoid them. And second, when you get funded, and your project actually does encounter challenges it won’t be a shock to your stakeholders. Most major transformations encounter a lot of twists and turns, and you need not only the initial support but the sustained support of your key stakeholders. Having a frank conversation about the things that could go wrong in advance is planting the seeds for their support when you need it in the future.

Chapter Ten: The Cost of Failure

The last chapter addresses the question of what if we don’t do it? Or what if we do it half-heartedly? Digital transformation projects inevitably involve risks. And really wouldn’t we all rather avoid risk? This last chapter is the time to describe the risks of not proceeding or not fully proceeding. How will this impact sales? How will it impact your brand? If you just delay a year or two and then proceed, how will that impact your ability to catch up to the market?

So there you are: ten chapters of your digital strategy (or at least a starting point). One final suggestion is to make the development of your strategy an inclusive process. These days an effective digital strategy touches every part of an organization, and people can be quite resistant to an outside “digital team” deciding their fate for them. Furthermore, I suggest you create an inclusive process around the finalization of your digital strategy outline before you begin the process of developing the strategy. To the point I began with, there is a risk that when you come back to your CMO or your CEO with “The Digital Strategy” they may be surprised by what is and what isn’t covered. You can use this outline as a starting discussion point to gauge their expectations and jointly agree on what the strategy actually needs to address so that the scope and structure of the strategy meets their expectations and you can focus on the substance. Good luck strategizing and as always let us know if we can be of any help!

This article originally appeared on the Howard Tiersky blog

Image Credits: FreePik

Sign up here to get Human-Centered Change & Innovation Weekly delivered to your inbox every week.

Why Reason Matters

Leave a reply

Why Reason Matters

GUEST POST from Robyn Bolton

How many times a day do you ask someone to do something? If you total all the requests you make of coworkers, family members, friends, people at restaurants and shops, and even strangers, the total is somewhere between 100 and 1 bazillion. Now, what if I told you that by including just one word in your request, the odds of receiving a positive response increase by 50%?

And no, that word is not “please.”

The real magic word

Harvard 1978. Decades before everyone had access to computer labs, home computers, and personal printers, students had to line up at the copy machine to make copies. You could easily spend hours in line, even if you only had a few copies to make. It was an inefficient and infuriating problem for students.

It was also a perfect research opportunity for Ellen Langer, a professor in Harvard’s Psychology Department.

Prof. Langer and her colleagues asked students to break into the line using one of three phrases:

“Excuse me, I have five pages. May I use the xerox machine?”
“Excuse me, I have five pages. May I use the xerox machine, because I have to make copies?”
“Excuse me, I have five pages. May I use the xerox machine, because I’m in a rush?”

The results were definitive and surprising. Students who used the first phrase were successful 60% of the time, but those who used the phrases with “because” were successful 93% and 94% of the time.

“Because” matters. The reason does not.

Note that in phrases two and three, the reason the student is asking to cut in line isn’t very good. You can practically hear the snarky responses, “Of course, you have to make copies; why else would you be at the copy machine?” or “We’re all in a rush,” and the request is denied.

But that didn’t happen.

Instead, the research (and hundreds of subsequent studies) showed that when the ask is simple or familiar, people tend to follow instructions or respond positively to requests without paying attention to what’s said, even if the instructions don’t make sense or the request disadvantages them in some way. Essentially, people hear “because,” assume it’s followed by a good reason and comply.

“Because” matters. How you use it matters more.

The power of “because” isn’t about manipulation or coercion. It’s about fostering a culture of transparency, critical thinking, and effective communication.

Taking the time to think about when and how to communicate the Why behind your requests increases your odds of success and establishes you as a strategic and thoughtful leader. But building your “Because’ habit takes time, so consider starting here:

Conduct a “Because” Audit: For one day, track your use of “because.” How many times do you make a request? How many times to you explain your requests with “because?” How many times do you receive a request, and how many of those include “because?” Simply noticing when “because” is used and whether it works provides incredible insights into the impact it can have in your work.

Connect your “Becauses” As leaders, we often focus on the “what” and “how” of directives, but the “why” is equally crucial. Take your top three strategic priorities for the quarter and craft a compelling “because” statement that clearly articulates the reasoning behind it. For instance, “We’re expanding into the Asian market because it represents a $50 billion opportunity that aligns perfectly with our core competencies.” This approach not only provides clarity but also helps in rallying your team around a common purpose.

Cascade the “Because” Habit: Great leaders don’t just adopt best practices; they institutionalize them. Challenge your direct reports to incorporate “because” into their communications. When they bring you requests, ask them for the “because” if they don’t offer it. Make it a friendly competition and celebrate people who use this technique to drive better outcomes.

Tell me how you’ll start because then you’re more likely to succeed.

(see what I did there?)

Image credit: Pexels

Sign up here to join 17,000+ leaders getting Human-Centered Change & Innovation Weekly delivered to their inbox every week.

The Power of Cultural Competence in Leadership

Leave a reply

The Power of Cultural Competence in Leadership

GUEST POST from Greg Satell

When I first moved to Kyiv about 20 years ago, I met my friend Pavlo, who is from Belarus. Eventually our talk turned to that country’s leader, Alexander Lukashenko, and an incident in which he turned off the utilities at the US Ambassador’s residence, as well as those of other diplomats. It seemed totally outlandish and crazy to me.

“But he won,” Pavlo countered. I was incredulous, until he explained. “Lukashenko knows he’s a bastard and that the world will never accept him. In that situation all you can win is your freedom and that’s what he won.” It was a mode of thinking so outrageous and foreign to me that I could scarcely believe it.

Yet it opened my eyes and made me a more effective operator. We tend to think of empathy as an act of generosity, but it’s far more than that. Learning how to internalize diverse viewpoints is a skill we should learn not only because it helps make others more comfortable, but because it empowers us to successfully navigate an often complex and difficult world.

Shared Identity And Dominant Culture

We naturally tend to form groups based on identity. For example, in a study of adults that were randomly assigned to “leopards” and “tigers,” fMRI studies noted hostility to outgroup members. Similar results were found in a study involving five year-old children and even in infants. So to a certain extent, tribalism is unavoidable.

Evolutionary psychologists attribute this tendency to kin selection. Essentially, groups favor those who are most like them are more likely to see their own genes passed on. As Richard Dawkins famously pointed out, what we traditionally consider altruism can also be seen as selfish genes conniving to perpetuate themselves.

So it shouldn’t be surprising that organizational and institutional settings sustain our penchant for tribalism. Managers will tend to hire people who think and act in familiar ways. Those who reflect the preferences of the higher-ups will be more likely to get promoted and, in turn, recruit people like themselves. This all leads to a level of homogeneity that provides comfort and confidence.

We rarely welcome someone who threatens our sense of self. So those outside the dominant culture are encouraged to conform and are often punished when they don’t. They are less often invited to join in routine office socializing and promotions are less likely to come their way. When things go poorly, it’s much easier to blame the odd duck than the trusted insider.

How Success Leads To Failure

In The Structure of Scientific Revolutions, author Thomas Kuhn describes how paradigms have a life cycle. They begin as an insight that succeeds in helping to solve a certain class of problems. As their usefulness grows, they rise to dominance and they are rarely questioned or scrutinized anymore. People use them almost reflexively.

Yet over time certain anomalies arise in which the paradigm doesn’t quite fit. For example, in the 1970s and 80s, the minicomputer industry in Boston reigned supreme. Yes, there were some small startup firms out in California, but they were no match for giants like DEC, Data General and Apollo Computer. The California firms were gaining traction, but weren’t considered threats.

Unfortunately for the Boston firms, paradigms were shifting in a way that was extremely disadvantageous to them. They had built strong, dominant cultures that could execute plans efficiently, but weren’t sensitive to outside information. The Silicon Valley firms, which were more diverse and interconnected, were much more able to adapt to changing market realities.

The truth is that the next big thing always starts out looking like nothing at all. That’s why we so often miss it. If it was obvious, everyone would know about it and it wouldn’t surprise us. That’s why it’s so often those odd ducks, the anomalies that don’t quite fit with the dominant culture, that end up disrupting industries.

Acknowledging Difference

Organizations crave efficiency. It’s easy to measure, evaluate and compensate for. That’s why managers tend to favor cohesive cultures. If you hire and promote likeminded people they will tend to be able to achieve consensus quickly without much deliberation or debate, and move quickly to action.

At the same time, inserting diversity stirs things up and makes people uneasy. For example, in a 2003 study involving 242 members of sororities and fraternities at Northwestern University, groups of students were asked to solve a murder mystery. The more homogenous teams felt more comfortable and confident, but were also much more likely to be wrong.

Real world data suggests that these results are the rule, rather than the exception. A McKinsey report that covered 366 public companies in a variety of countries and industries found that groups that were more ethnically and gender diverse performed significantly better than others. Many other studies have shown similar results

What’s crucial to grasp is that diverse teams don’t perform better in spite of discomfort, but because of it. When people expect people to think like them, they look to build an easy consensus. However, when they expect a range of opinions and perspectives, they need to entertain more possibilities and scrutinize information more skeptically.

That’s why it’s so important to acknowledge differences. If we see the world as homogeneous, we are more likely to see dissenting opinions as hostile challenges instead of new possibilities to be explored. It is through acknowledging diverse viewpoints that we can best catalyze the kind of creativity and innovation that helps solve complex and important problems.

Building Shared Identity Through Shared Purpose

Living as a foreigner for 15 years forced me to acknowledge viewpoints very different from my own. Many seemed strange to me, some I found morally questionable, but all forced me to grow. Perhaps even more importantly, I made friends like Pavlo, all of whom helped shape me and how I perceive things.

Our identity and sense of self drives a lot of what we see and do, yet we rarely examine these things because we spend most of our time with people who are a lot like us, who live in similar places and experience similar things. That’s why our innate perceptions and beliefs seem normal and those of others strange, because our social networks shape us that way.

The purpose of an education is to help us see beyond our own experience, but that is in no way a passive skill. We need to continually renew it. Diversity only has value if we appreciate difference; are willing to explore and learn from it. It is only then that we can glean new insights and apply them to some useful endeavor

It is at this nexus of identity and purpose that creativity and innovation reside, because when we learn to collaborate with others who possess knowledge, skills and perspectives that we don’t, new possibilities emerge. Make no mistake, however, breakthroughs are never truly serendipitous or random, but the product of a prepared mind.

And you prepare your mind through building cultural competence.

— Article courtesy of the Digital Tonto blog
— Image credits: Pexels

Sign up here to join 17,000+ leaders getting Human-Centered Change & Innovation Weekly delivered to their inbox every week.

Innovation Mythbusters – Top 5

Leave a reply

Innovation Mythbusters - Top 5

GUEST POST from Janet Sernack

Amazingly Fabulous Tools is an award-winning, entrepreneurial market leader in the global machine engineering industry. The ambitious and proactive CEO Charlie Chaps invested in dispatching a Terrific Team of Enthusiastic Engineers to Silicon Valley to research, investigate, and report on how to capture and emulate the critical ingredients of its “secret innovative sauce.” Upon their return, the Terrific Team of Enthusiastic Engineers created and shared a beautiful, illustrated PowerPoint presentation with the board despite secretly knowing and passively avoiding saying that Amazingly Fabulous Tools could not replicate what they had discovered, primarily due to how the top five innovation myths clandestinely operated in the organization.

The Corporate Antibodies

This is due to their overt experience with the organization’s “innovation antibodies,” which cause an organization to resist change and protect the status quo. These antibodies consist of rigid people and inconsistent processes that extinguish a new idea as soon as it begins to course through the organization. In the Amazingly Fabulous Tool company, most people, especially the founders and the board, unconsciously and powerfully neutralized any forces that threatened to destabilize the company’s current state and stunt its growth by shutting down the fresh ideas and unconventional thinking their company badly needed.

Charlie Chaps built a fantastic, largely incomprehensible strategic plan with a BHAG, strategic goals, and sets of individual KPIs. This plan provided concrete evidence that reassured the board that the company was taking action to sustain its leadership position in the market and would take the business to the next level by growing its ROI. It also aimed to leverage the collective genius of its owners, Bob the Brave Builder and Eric the Energetic Entrepreneur, to ensure a legacy was left no matter who was at the helm.

The Innovation Culture Diagnostic Findings

A quantitative and qualitative cultural diagnostic revealed that people lacked permission, safety, and trust to speak up, rock the boat and challenge the status quo. It also showed that the organization lacked rigor in its process disciplines and a focus on developing its people’s capabilities.

It also revealed that Amazingly Fabulous Tools was secretly driven by its founders’ and sales directors’ self-interest and greed due to the highly competitive profit-share sales model. Not by an obligation and commitment to creating, inventing, designing, and delivering disciplined, innovative process improvements, products, and services that their customers purchased and did not appreciate and cherish.

This was a stark contradiction and barrier to the company’s ability to sustain its enviable global reputation. Finally, people believed that Charlie Chaps’ fantastic strategic plan, BHAG, goals, and KPIs were confusing and disconnected from the organization’s current reality and would not produce a collaborative and innovative organization.

So, they did not accept or apply the plan and kept safe by conducting business as usual.

The Top Five Innovation Myths

Because the corporate antibodies revealed that people unanimously believed each of the key myths, including:

Myth # 1: Innovation is a solo activity; people believe that ” only the owners can innovate.”
The Brutal Truth: Innovation is impossible without inclusion and collaboration, which are achieved through practical and disciplined teaming and networking.

Myth #2: Innovation is top-down; people believed they were not responsible or accountable for planning and were forced to be reactive. “The planning is difficult, that is for sure, because we are firefighting all the time, and that goes back to the frustration of not having enough time to do what needs to get done…and resources and …tools.”
The Brutal Truth: When people have the permission and safety to challenge the status quo, make mistakes, and are trusted to learn through experimentation, innovation can emerge anywhere in an organization, or team.

Myth #3: Innovation is about the newest thing; people believed that radical innovation was needed when agility was the problem; “The scary thing is our key competitor is getting more flexible (agile); we’re just getting more reliable (stable). It’s the stupid things that are so annoying. It’s the embarrassing things.”
The Brutal Truth: Innovation is guided by its strategic intent. It can be incremental, continuous, radical, breakthrough, disruptive, or differentiated, as there is no one best way of innovating.

Myth # 4: Innovation can’t be taught; people believed that they did not have to learn to improve or innovate when they encountered quality issues continuously; “A lot of times, it’s not because the customer wants the machine tomorrow but because we want to ship it tomorrow because we want to get it off the floor, we want to meet numbers, we want the cash. We usually drive the time frame and rush it out the door, creating many internal problems. It also creates problems externally with the customer when they think they’re getting a machine fully intact, but half its parts are missing….”
The Brutal Truth: Innovators are not born and are made. Anyone can learn to innovate,

Myth #5: You can’t force innovation; people were dis-empowered and did not take responsibility for influencing their environment to provide order and discipline; “It’s a traffic jam. That’s what we’ve got. It’s a traffic jam. Cars sitting bumper to bumper look like they are gridlocked. It represents the log jam of our activities. Where people are trying to push so many activities through two lanes of traffic when we’ve got six lanes worth of traffic.”
The Brutal Truth: Innovation can emerge when people have a sense of urgency, understand, and are motivated to engage in necessary, high-impact cultural and organizational change.

People must be prepared for it, change-ready and receptive, and intentionally pulled towards a compelling and desired future within an equalized environment that balances chaos and creativity with rigidity and discipline through rigorous planning.

The real costs to the organization

People believed that “This business makes money despite itself. There is potential to be truly great”. This was the most significant innovation antibody because there was no sense of urgency or even a financial or growth necessity to innovate. The company was quite comfortable with the status quo and had no reason to shift its habitual and unconscious comfort zone in ways that people and organizations must do to innovate because it involves being ready and receptive to mega-changes.

The significant investment in sending the Terrific Team of Enthusiastic Engineers to Silicon Valley sadly remained in the mythical realm of Innovation Dreamland.

So, lacking focus, discipline and rigor, the group of seriously qualified and intelligent engineers knowingly consistently dispatched faulty million-dollar machines to highly valued, global customers.

The cost of rework and brand erosion were considerable.

These machines required considerable analysis, problem-solving, and rework upon their return. Their costs were not recorded as repairs, causing the engineering division to be consistently over budget. Charlie Chaps reacted by restricting its budget and inhibiting its investment in critical research and development, which is needed to create, invent, and innovate to repair and sustain its global reputation as an innovator.

Innovation Dreamland remained a mythical and magical fantasy in Amazingly Fabulous Tools.

Sadly, the organization failed to shift its focus from challenge to opportunity because it could not resolve the corporate antibodies (implicit killers), remove the roadblocks, break down the internal cultural barriers to innovation and develop the agility necessary to become both a people-centric and customer-centric organization.

It lost an opportunity to make innovation a daily habit for everyone by failing to embed it in its organization as a way of life. It needed to empower, enable, and equip its talented, experienced and motivated people with the emotional energy, change, cognitive, and innovation agility to expose, challenge and resolve the underlying corporate antibodies.

It did not prioritize customer satisfaction and keep its promises by creating, inventing, and innovating high-value, quality products and services that improve the quality of their lives that are appreciated and cherished.

Many transformations and change-led innovation initiatives designed as strategic interventions fail due to a lack of alignment between strategy, structure, processes, and human skills, resulting in unproductive actions and poor human behaviors.

This is a short section from Chapter One of our new book, “Conscious Innovation – Empowering People to Be, Think and Act Differently in a Constantly Changing World”, which will be published in 2025.

Find out more about our work at ImagineNation™.

Please find out about our collective learning products and tools, including The Coach for Innovators, Leaders, and Teams Certified Program, presented by Janet Sernack, it is a collaborative, intimate, and profoundly personalized innovation coaching and learning program supported by a global group of peers over 9-weeks, and can be customized as a bespoke corporate learning program.

It is a blended and transformational change and learning program that will give you a deep understanding of the language, principles, and applications of an ecosystem-focused, human-centric approach and emergent structure (Theory U) to innovation. It will also up-skill people and teams and develop their future fitness within your unique innovation context. Please find out more about our products and tools.

Image Credit: Wikimedia Commons

Sign up here to join 17,000+ leaders getting Human-Centered Change & Innovation Weekly delivered to their inbox every week.

Top Ten Uses for a Customer Journey Map

1 Reply

Top Ten Uses for a Customer Journey Map

GUEST POST from Art Inteligencia

In the evolving landscape of customer-centric business, the customer journey map has emerged as a pivotal tool. It serves not only as a means to visualize the customer experience but also as a strategic asset to drive innovation and transformation. By mapping out the customer journey, organizations can gain deep insights into customer needs, pain points, and moments of truth, ultimately leading to enhanced experiences and increased loyalty. Here are the top ten uses for a customer journey map.

1. Understand Customer Experience

The primary function of a customer journey map is to visualize the entire customer experience. By laying out the journey, businesses can empathize with customers, gaining a comprehensive understanding of their experiences and emotions at each touchpoint.

2. Identify Pain Points

Journey maps are instrumental in identifying pain points and frictions along the customer journey. By highlighting these areas, businesses can prioritize improvements and tackle the most impactful issues to enhance customer satisfaction.

3. Enhance Product Development

Innovative product development can be fostered through insights gained from customer journey maps. By understanding customer needs and pain points, development teams can create solutions that are aligned with user expectations and desires.

4. Improve Customer Support

Journey maps can highlight common issues faced by customers, allowing companies to streamline and improve their customer support processes. By addressing these areas, organizations can enhance their support services, leading to better customer experiences.

5. Drive Alignment Across Teams

Customer journey maps create a shared vision and understanding of customer segments across all teams within an organization. This alignment fosters collaboration and ensures that all departments are working towards a common goal: improving the customer experience.

6. Inform Marketing Strategies

By understanding the customer journey, marketers can design targeted strategies that align with each stage of the customer lifecycle. This ensures more effective communication and engagement, ultimately improving conversion rates and customer retention.

7. Personalize Customer Interactions

Journey maps help businesses provide personalized experiences by identifying key moments where tailored interactions can significantly impact customer satisfaction and loyalty. Personalization fosters a deeper connection with customers, enhancing their overall experience.

8. Support Change Management Initiatives

During times of change, a customer journey map serves as a guiding framework to maintain focus on the customer as strategies and processes evolve. It ensures that change initiatives are designed with the customer in mind, thus reducing the risk of negative impacts.

9. Foster Continuous Improvement

Continuous improvement is driven by ongoing insights and feedback from customer journey maps. As businesses iterate on the customer experience, journey maps act as a feedback loop, helping organizations remain agile and responsive to changing customer needs.

10. Drive Innovation

Last but certainly not least, journey maps drive innovation by uncovering opportunities for creating breakthrough experiences and services. They challenge organizations to think creatively about how they can deliver unique value and set themselves apart in the market.

Conclusion

A customer journey map serves as an invaluable tool for organizations seeking to enhance customer experience and drive strategic growth. By visualizing the customer’s interactions with a brand, businesses can identify pain points and opportunities at every stage of the consumer lifecycle. From improving customer service and refining marketing strategies to informing product development and personalizing the purchasing process, the applications of a customer journey map are vast and impactful. Leveraging these insights allows companies to foster deeper engagement, build loyalty, and ultimately achieve a competitive edge in today’s dynamic market. As customer expectations continue to evolve, integrating journey mapping into your business strategy is not just beneficial but essential for sustained success.

Image credit: Pixabay

Sign up here to get Human-Centered Change & Innovation Weekly delivered to your inbox every week.

Sustainability Requires Doing Less Not More

1 Reply

GUEST POST from Mike Shipulski

If you use fewer natural resources, your product costs less.

If you use recycled materials, your product costs less.

If you use less electricity, your product costs less.

If you use less water to make your product, your product costs less.

If you use less fuel to ship your product, your product costs less.

If you make your product lighter, your product costs less.

If you use less packaging, your product costs less.

If you don’t want to be environmentally responsible because you think it’s right, at least do it to be more profitable.

Image credit: Pexels

Sign up here to join 17,000+ leaders getting Human-Centered Change & Innovation Weekly delivered to their inbox every week.

Not All Customers Are Worth Doing Business With

1 Reply

Not All Customers Are Worth Doing Business With

GUEST POST from Shep Hyken

In some of my customer service speeches, I joke that some customers aren’t worth doing business with. The way I position it in the speech is funny, but in reality, it’s pretty serious. Sometimes, a customer isn’t worth doing business with because they are truly a bad customer. The result could be choosing to say, “Goodbye,” and sending them to the competition.

While there are many reasons you might end your relationship with a customer, I came up with six obvious ones to get you thinking:

Customers who repeatedly return products. This is often the result of a liberal return policy that some customers abuse. Repeated returns cost money – sometimes more than the profit from the sale.
Customers who make unwarranted complaints about service. You’ve heard the recording: “These calls are recorded for quality assurance.” Not only are recorded calls great for training, but they can also become evidence of a customer who has an unwarranted complaint about the company’s customer service – or any other situation.
Customers who demand unreasonable solutions to problems. If the customer’s demands are unreasonable and they won’t accept the solutions or compensation an employee is offering, it may be time to let them go.
Customers who take up too much time. For example, customers who repeatedly send back products, which takes up too much time and costs the company money.
Customers who are argumentative. Some customers will argue, and nothing will make them happy. When they realize you are about to “fire” them as a customer, they sometimes recognize that they are being unreasonable. But, when they don’t, it’s time to consider saying, “Goodbye.”
Customers who are abusive toward employees. This is more than an argumentative customer – it is taking rude and argumentative to another level. The customer curses, insults or threatens the employee. While we always want to be polite to our customers, sometimes it’s okay to politely transfer them to a manager or, if empowered to do so, politely say goodbye and hang up.

Bad Customer Cartoon from Shep Hyken

Keep in mind that it’s our job to take a negative event or abusive customer and turn the situation around. Another way of saying it is to turn rants into raves. Yet, in some cases – hopefully very few – the customer may truly not be worth doing business with … today. That could change in the future. Keep that in mind. Remember one of my favorite sayings:

The customer is not always right, but they are always the customer.

Consider that saying before slamming the door on an abusive customer. If you feel it can’t be worked out – today – close the door quietly, but consider leaving it open, ever-so-slightly, just in case they realize the error of their ways. Maybe they will come back, apologize, and become a great customer – one that is well worth doing business with!

Image Credits: Pexels, Shep Hyken

Sign up here to join 17,000+ leaders getting Human-Centered Change & Innovation Weekly delivered to their inbox every week.

Customer Experience Audit 101

4 Replies

Your Guide to Elevating the Customer Journey and Future Proofing Your Business

Customer Experience Audit 101

by Braden Kelley and Art Inteligencia

As a customer experience professional it is always surprising when I encounter a flawed experience that would have easily been caught if the experience had been walked by someone that’s distant from the experience design process – an auditor. To oversimplify things, think of it as secret shopping on steroids informed by the expertise and methods of customer experience professionals that map, compare and improve different experiences for a living.

Companies are in the habit of hiring an auditor for providing an external perspective on their financial reporting, but most (if not all) fail to engage in a similar annual audit for their customer, partner or employee experiences. Given that companies exist only as long as their customers permit them to, this seems short-sighted and incredibly risky.

To explore this situation in more detail, it only makes sense that we should first look at some of the basics of the customer experience and then the equally important customer experience audit.

Understanding the Basics of Customer Experience

At its core, Customer Experience (CX) is the culmination of all interactions a customer has with your brand. Whether it’s a visit to your website, a call to your support team, or the experience of using your product or service, each touchpoint contributes to how your brand is perceived. A robust CX strategy is not only a competitive advantage but a requirement in today’s market. This is where the Customer Experience Audit comes into play.

The Importance of a Customer Experience Audit

Conducting a Customer Experience Audit helps you identify gaps, inconsistencies, and opportunities in your current customer journey. This systematic approach allows you to enhance interactions, fostering loyalty and driving growth. A well-executed audit provides insights that guide innovations and improvements, ensuring that your brand is always delivering value and delight to your customers.

Six Key Components of a Customer Experience Audit

Customer Touchpoint and Journey Mapping: Identify all the points of interaction between customers and your organization across the different phases of the customer journey.
Feedback Analysis: Gather and analyze customer feedback through surveys, reviews, and direct communications.
Performance Metrics: Review key performance indicators (KPIs) such as Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT).
Competitive Benchmarking: Evaluate your CX against industry peers to identify best practices and areas for improvement.
Customer Journey Step and Touchpoint Walking: A lot can be learned by having an outsider walk the key touchpoints and steps in your customer journey, especially those connected to your moments of truth. These are the critical touchpoints in a customer’s journey that significantly impact their perception and relationship with your brand. These moments are pivotal in determining customer satisfaction, loyalty, and advocacy, and addressing them effectively can create lasting positive impressions and drive meaningful engagement – and revenue!
Journey Analytics: Use analytics tools to track customer behavior and identify bottlenecks.

Pro tip: Involve cross-functional teams and outsiders in the audit process to gain diverse perspectives and insights.

Six Steps to Conducting a Successful Customer Experience Audit

Define Objectives: Clearly outline what you aim to achieve with the audit.
Gather Data: Collect quantitative and qualitative data from various sources.
Analyze Findings: Identify patterns, pain points, and opportunities from the collected data.
Implement Changes: Develop a roadmap to address identified issues and enhance the CX.
Monitor and Iterate: Continuously monitor the impact of changes and refine strategies as needed.
Rinse and Repeat: Conduct a customer experience audit at least once a year to track your progress and the success of your improvement project pursuits, while also creating an opportunity to identify new deficiencies that have been introduced as your customer experience continues to evolve.

Conclusion

By undertaking a Customer Experience Audit, you’re not only future-proofing your business but also prioritizing the needs and expectations of your customers. Remember, a remarkable customer experience is not a one-time effort but an ongoing commitment. As you embark on this journey, keep in mind that customer-centric innovation is the cornerstone of sustainable success.

Commit to a culture of continuous improvement, and you will see your brand not just meet, but exceed customer expectations. Let’s create experiences that are not only memorable but transformative.

If you are interested in conducting a customer experience audit of your business, please contact me.

Download the Customer Experience Audit 101 Guidebook as a PDF by clicking the link or the image above.

Image credits: Unsplash

Sign up here to get Human-Centered Change & Innovation Weekly delivered to your inbox every week.

Content Authenticity Statement: The core premise and structure for this article was created by Braden Kelley. The OpenAI Playground, taking on the role of human-centered change and innovation thought leader Braden Kelley has helped to flesh out the content of the article with supplementary content added by Braden Kelley – including the creation of the downloadable PDF flipbook.

Daily Practices of Great Managers

1 Reply

Daily Practices of Great Managers

GUEST POST from David Burkus

Managers make the difference. Middle managers especially play a crucial role in employee engagement and performance. However, many managers lack proper preparation for their role, and companies often fail to invest in robust leadership training. Great managers understand that their actions have a direct impact on their team’s success. In particular, great managers improve their team through four daily actions.

In this article, we will explore four things that great managers do daily to separate themselves from poor bosses. By implementing these daily practices, they not only improve team performance and development but also create a positive and trusting work environment.

Run Smooth Meetings

The first thing great leaders do daily is run smooth meetings. And whether they’re in meetings daily or just planning future meetings, great managers know that meetings can either be a waste of time or a productive forum for collaboration. They ensure that meetings run smoothly by having a clear purpose, inviting the right people, and having a plan of action.

Having a clear purpose for each meeting is essential. It helps everyone stay focused and ensures that the meeting is not just a gathering without any tangible outcomes. Great managers also invite the relevant people based on the meeting’s purpose. This ensures that the right expertise and perspectives are present in the room.

Furthermore, great managers create a plan of action for each meeting. They outline specific topics to be discussed and attach relevant questions to guide the conversation. This helps keep the meeting on track and ensures that all necessary points are addressed.

Give Fair Feedback

The second thing great managers do daily is give fair feedback. Great managers understand the importance of providing fair feedback to their employees. They know that feedback should be proportionate to employees’ actual performance and should balance praise and constructive criticism.

When giving feedback, great managers avoid fixating on areas that need improvement and instead acknowledge employees’ strengths. They understand that recognizing and appreciating employees’ accomplishments motivates them to continue performing at their best.

Moreover, great managers maintain a proper proportion of praise and constructive criticism based on performance. They provide specific examples to support their feedback and offer guidance on how employees can further enhance their skills or address any areas of improvement.

Check Capacity

The third thing great managers do daily is check their team’s capacity. Great managers understand the importance of checking the work capacity of individuals and the team as a whole. They know that overloading employees can lead to burnout and decreased productivity. Regularly assessing capacity is crucial to ensure a healthy work-life balance and optimal performance.

Great managers check individuals’ energy levels and offer support if needed. They are attentive to signs of stress or exhaustion and provide resources or assistance to help employees manage their workload effectively.

In addition, great managers assess the team’s commitments and goals to avoid overloading. They ensure that the workload is distributed evenly and that everyone has the necessary resources and support to accomplish their tasks.

Holding regular huddles is another practice great managers adopt to check capacity. These huddles provide an opportunity to discuss the team’s focus, review completed tasks, and identify areas where assistance may be required.

Build Trust

The fourth thing great managers do daily is build trust on their team. Great managers understand that trust is the foundation of a successful team. They prioritize building trust by creating a sense of psychological safety and fostering a culture of trust and vulnerability.

Encouraging open communication and diverse perspectives is a key aspect of building trust. Great managers create an environment where team members feel comfortable sharing their ideas, concerns, and feedback without fear of judgment or reprisal.

Great managers also celebrate failures and extract lessons for the whole team. They understand that failure is an opportunity for growth and learning. By openly discussing failures and encouraging team members to share their experiences, great managers create a culture that values continuous improvement.

Furthermore, great managers reciprocate trust by being vulnerable and responsive to employees’ needs. They actively listen to their team members, provide support when needed, and ensure that everyone feels valued and respected.

Great managers play a vital role in driving employee engagement and performance. By running smooth meetings, giving fair feedback, checking capacity, and building trust, they create an environment where employees can thrive and contribute their best work ever.

Image credit: Unsplash

Originally published on DavidBurkus.com on September 25, 2023

Sign up here to get Human-Centered Change & Innovation Weekly delivered to your inbox every week.