Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Presented by Colin O'Neill and Amanda Bernard of ISITE Design at the 2013 Portland Digital Marketing Conference. The need to orchestrate a unified digital experience is more important than ever as customers demand more from brands across an increasing number of digital touchpoints. We all know customer experience is important, yet most organizations lack a plan that can deliver delight across the myriad of digital channels. This workshop provides an actionable framework for creating a digital experience strategy and shares the seven imperatives you’ll need to master along the way. You’ll see examples from industry-leading brands that have used digital experience strategies to grow faster, maintain stronger margins and navigate the downturns better than their peers. Because when it comes to the role of experience for your organization, delight isn’t a tagline – it’s the bottom line.

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#pdxdmc! @oneill_colin / @amandabernard

Creating A Digital Experience Strategy

PDX Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Our Agenda •  Introductions (15 min) •  Why Digital Experience Matters (30 min) •  AIM Digital Experience Framework (30 min)

Halftime break •  Customer Journey Mapping (30 min) •  Improving Digital Experiences (30 min) •  Group discussion (20 min)

#pdxdmc! @oneill_colin / @amandabernard

•  Founded in 1997 –  70+ full time employees –  Portland & Boston

•  Over 250 clients including Siemens, Genzyme, Nike, Zipcar, Intel, Columbia Sportswear, Wendys

a digital experience agency

#pdxdmc! @oneill_colin / @amandabernard

“Strategy is…”

#pdxdmc! @oneill_colin / @amandabernard

Strategy

Business

Brand

Technology

Content

Search

Social

Digital

Website

Analytics

E-mail

Community

Marketing

#pdxdmc! @oneill_colin / @amandabernard

Why Digital Experience

Matters

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Experience is measurable

#pdxdmc! @oneill_colin / @amandabernard

Experience is valuable

#pdxdmc! @oneill_colin / @amandabernard

Experience is di!erentiating!

#pdxdmc! @oneill_colin / @amandabernard

Companies that are loved, win.

The bottom line:

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#pdxdmc! @oneill_colin / @amandabernard

#pdxdmc! @oneill_colin / @amandabernard

Digital is the first step

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But the business isn’t ready yet

#pdxdmc! @oneill_colin / @amandabernard

Where’s your funnel focus?

Marketing Focus

Economic Value

Sales Focus

#pdxdmc! @oneill_colin / @amandabernard

Where’s your funnel focus?

Experience

#pdxdmc! @oneill_colin / @amandabernard

Deepening relationships and growing customer value through connected experiences.

Marketing’s end game:

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#pdxdmc! @oneill_colin / @amandabernard

Acquisition

Connection

Loyalty

Function

Value

Meaning

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#pdxdmc! @oneill_colin / @amandabernard

A cross-channel case study

#pdxdmc! @oneill_colin / @amandabernard

Delight in Action

•  Jaden Johnston, a busy working mom, was looking for a convenient and inexpensive resource for new eyeglasses.

•  Using Twitter, Jaden discovered the Warby Parker Home-Try-On Program. 5 pairs of glasses for 5 days – FREE!

!!!!!

#pdxdmc! @oneill_colin / @amandabernard

Digital Delight

•  Virtual Try on •  Useful, engaging

& relevant content

•  Buy a pair, give a pair program

#pdxdmc! @oneill_colin / @amandabernard

Delight is Quick & Easy

•  Value propositions that caught Jaden’s attention: –  Try 5 pairs of glasses for 5 days

– FREE!

–  Quick, free delivery (2 business days) and free returns

#pdxdmc! @oneill_colin / @amandabernard

Delight Takes Many Forms

•  Even the packaging delighted Jaden:

“It has snaps! And a cloth covering! And all of the glasses are in a neat little row. It’s an OCD dream!”

#pdxdmc! @oneill_colin / @amandabernard

Little Details Matter “All of the frames are perfectly labeled so it was easy to tell which was which. I had a duplicate order, the same frame in two di!erent colors, and they were right next to each other in the box. It may seem trivial, but the care they took with all of the little details made the experience just that much sweeter.“

#pdxdmc! @oneill_colin / @amandabernard

Humor Goes a Long Way

“With hilariously pretentious British names like the Miles, the Langston, and the Finn, I could not help but enjoy trying them on.

#pdxdmc! @oneill_colin / @amandabernard

Satisfaction Guaranteed (and Pain-free)

“In the end, I felt like all of the frames I selected were too heavy for my face. But with over 30 frame shapes and 14 colors to choose from, the answer to this dilemma is clear: choose 5 more frames and do the process all over again!

#pdxdmc! @oneill_colin / @amandabernard

Surprise & Delight

The Warby Parker social media team discovered Jaden’s blog post and responded back to her with a personalized video the same day.

#pdxdmc! @oneill_colin / @amandabernard

Source: Forrester

Acquisition

Connection

Loyalty

Need

Compare

Discover

Research

Purchase

Decide

Use

Get Help

Share

Personalize

Partner Evangelize

Tribe

Search

Customer Experience Ecosystem

Function

Value

Meaning

#pdxdmc! @oneill_colin / @amandabernard

Research

Use

Personalize

Partner

Social

Mobile

Web

Search

Store

#pdxdmc! @oneill_colin / @amandabernard

#pdxdmc! @oneill_colin / @amandabernard

“The more digital we get, the more human we must be”

Gatum Ramdurai, Google Creative Lab

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Source: Christine Chastain http://www.slideshare.net/cchastain/6-ways-ecosystems-have-changed-our-roles-and-the-way-we-work

Experience ecosystems

#pdxdmc! @oneill_colin / @amandabernard

My own personal funnel

www!

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Share your story

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Key Emotions

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Digital Experience Strategy

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Why a separate plan for digital experience?

What you may be thinking

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SALES MARKETING SUPPORT PRODUCT &

ENGINEERING INFORMATION TECHNOLOGY

HUMAN RESOURCES

A unified digital experience

#pdxdmc! @oneill_colin / @amandabernard

Integrated customer experiences

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The customer gets to choose

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How we get there

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Customer Personas

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Customer Journey Map

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“A tool used for experience design is now an important input to strategy.” Christine Chastain, R/GA

#pdxdmc! @oneill_colin / @amandabernard Source: Christine Chastain http://www.slideshare.net/cchastain/6-ways-ecosystems-have-changed-our-roles-and-the-way-we-work

Experience Ecosystems

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Service Blueprint

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Source: Aaron Shapiro http://aaronshapiro.com/usersnotcustomers/

Provide utility

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#pdxdmc! @oneill_colin / @amandabernard

Are you DX-Ready?

Amanda!

#pdxdmc! @oneill_colin / @amandabernard

Improve today’s experience

Transform the organization

Sustain cultural change

Time

Cu

sto

mer

exp

erie

nce

qu

alit

y Goal: Customer-focused transformation

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Is this strategy?

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DX-7

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What are they doing?

Brainstorm

touch points

What are they feeling?

Brainstorm emotions

What would make a

di!erence?

Brainstorm improvements

Answer three questions

#pdxdmc! @oneill_colin / @amandabernard

Competency* What*is*it?* Grade*

Vision!A!well!communicated!short!and!long!term!vision!for!the!role!of!experience!and!digital!

Culture!&!Governance! The!right!roles!on!the!team!to!achieve!your!goals!with!a!wri0en!governance!model.!

Customer!Insight!AcCve!program!to!gather!customer!data!and!well!understood!personas!to!design!from.!

Content! An!internal!owner!for!content!and!with!an!ongoing!program!to!plan,!manage!and!deliver!it.!

Technology!Technology!systems!and!roadmap!that!can!deliver!on!the!short!and!medium!term!needs!of!the!org.!

OperaCons! An!operaConal!model!for!execuCng!ongoing!projects!across!the!organizaCon.!!

Data!&!OpCmizaCon! A!dataIdriven!!conCnuous!improvement!program!that!yields!ongoing!liJ!and!learnings.!!

Digital Experience Readiness

#pdxdmc! @oneill_colin / @amandabernard

DX Readiness Assessment

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Vision: A letter to the future

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Source: http://chiefmartec.com/2013/03/a-cmo-a-cio-and-a-chief-digital-o"cer/

Governance: Who owns this experience?

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Insight

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Content: Have a Framework

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Content: Think Channel Agnostic

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Example: Harvard Institute of Politics

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Sites

Measurement, Monitoring & Optimization

Apps

Mobile

Commerce

Search

Email

Community

Social Media

Other Business Systems

Marketing Automation,

Email, etc.

CRM

Commerce

Technology Ecosystem

Content Management

#pdxdmc! @oneill_colin / @amandabernard

Prospects

Customers

Employees

Technology Platform

Business Layer

Data Layer (Access, Transformation, Integration)

Data Source (LOB Systems)

Services (LOB Systems)

Services Layer

Presentation Layer (HTML, Presentation logic, Components, Services)

#pdxdmc! @oneill_colin / @amandabernard

Organizational alignment

Delightful (marketing)

Viable (technology)

Feasible (operations)

#pdxdmc! @oneill_colin / @amandabernard

Execution through the tiers

Customer Journey

Experience Attributes

Touch Points

Interactions

Measurement

Processes

Technology Platform

#pdxdmc! @oneill_colin / @amandabernard

Building a data-driven organization!

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AIM Digital Experience Framework

TM!

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Four Keys to Organizational Readiness

•  Ready to engage –  Organization has started planning and preparing for change

with existing research prepared to inform next steps.

•  Senior leaders as active stakeholders –  Marketing, technology and executive leaders are bought into

the idea of digital transformation. •  Access to customers and data

–  Ready to collaborate to better understand the voice of the customer and use real users to inform strategy.

•  Willing to co-create vision and strategy –  A willingness to participate in the process in order to co-create

the strategy and vision for the organization.

#pdxdmc! @oneill_colin / @amandabernard

Align Imagine Map

#pdxdmc! @oneill_colin / @amandabernard

Align Imagine Map

Business & Customer / Team & Culture Journeys & Content / Process & Technology

Measurement

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•  Business •  Goals & brand

•  Competition

•  Team & culture

•  Content

•  Technology

•  Success metrics

•  Customers •  Brand perception

•  Needs & motives

•  Expectations

•  Artifacts •  Personas

•  Journey Maps

•  Strategic Brief

AIM: Align!

#pdxdmc! @oneill_colin / @amandabernard

Align Imagine Map

Ideation / Touchpoint design / Co-creation

#pdxdmc! @oneill_colin / @amandabernard

•  Activities •  Ideation

•  Touchpoint design

•  Co-creation

•  Artifacts •  Opportunities

•  Prototype(s)

AIM: Imagine

#pdxdmc! @oneill_colin / @amandabernard

AIM: Imagine

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Imagine Map Align

Service Blueprint / Roadmap

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Forrester, June 2012 “Develop Your Digital Customer Experience Strategy”

Prioritizing the initiatives

AIM: Map!

#pdxdmc! @oneill_colin / @amandabernard

Four Keys to Organizational Readiness

•  Ready to engage –  Organization has started planning and preparing for

change with existing research prepared to inform next steps.

•  Senior leaders as active stakeholders

–  Marketing, technology and executive leaders are bought into the idea of digital transformation.

•  Access to customers and data

–  Ready to collaborate to better understand the voice of the customer and use real users to inform strategy.

•  Willing to co-create vision and strategy –  A willingness to participate in the process in order to co-

create the strategy and vision for the organization.

#pdxdmc! @oneill_colin / @amandabernard

Break

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Customer Journey Mapping

#pdxdmc! @oneill_colin / @amandabernard

#pdxdmc! @oneill_colin / @amandabernard

#pdxdmc! @oneill_colin / @amandabernard

Our Organization

#pdxdmc! @oneill_colin / @amandabernard

Source: http://xkcd.com/773/

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Three groups

Choosing a University Intent to enroll

At University Life on campus

After University

Into the real world

#pdxdmc! @oneill_colin / @amandabernard

What are they doing?

Brainstorm

touch points (10 mins)

What are they feeling?

Brainstorm emotions

(10 mins)

What would make a

di!erence?

Brainstorm improvements

(10 mins)

Answer three questions

#pdxdmc! @oneill_colin / @amandabernard

How will we make a di!erence?

•  Where is there room to meet a need in a unique way?

•  How can we fill this gap by connecting the customer need with the business goal?

#pdxdmc! @oneill_colin / @amandabernard

Q&A

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October 7-8th Portland Art Museum

www.delight.us/conference!

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www.delight.us

#pdxdmc! @oneill_colin / @amandabernard

#pdxdmc! @oneill_colin / @amandabernard

#pdxdmc! @oneill_colin / @amandabernard

#pdxdmc! @oneill_colin / @amandabernard

Experience is everything.

#pdxdmc! @oneill_colin / @amandabernard

Digital is everything.

#pdxdmc! @oneill_colin / @amandabernard

Connection is everything.

#pdxdmc! @oneill_colin / @amandabernard

Thank You!

@oneill_colin coneill@isitedesign.com

@amandabernard abernard@isitedesign.com

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