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Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

Aug 12, 2020

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Page 1: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Page 2: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Driving Efficiency Through the Utility-Customer Experience

Snapshot Panel – July 21, 2020

Page 3: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Enhancing the Customer ExperienceThrough Retail Partnerships

Ann KirkpatrickXcel Energy

Page 4: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Customer ExperienceMindset

2020

Ann Kirkpatrick, Xcel Energy

Page 5: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Life is like a…

Page 6: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Life is like a…

Page 7: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Life is like a…

Page 8: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Xcel Energy’s core values• Connected

• Safe

• Trustworthy

• Committed

Page 9: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Transformation• Customer Journey Mapping

• Customer Solutions – organizational change

• Company-wide training • Make decisions with the customer in mind

• As if a competitor were breathing down our necks

• What does a customer expect from us

• Become more innovative

• Become more agile

Page 10: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Situation Impact• High temperatures

• High demand

• Supply chain issues

• High impact

• AHRI directory issues

• Rebate promises made

• Equipment match NA

• Bad news for customers

• Bad news for trades

• Bad news for rebates

Page 11: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Goals Response• Product team brainstormed twice

• Validated issue

• Product team consensus

• Regulatory approval

• Communicated to trade partners

• Do what’s right for customers

• Stay within regulatory boundaries

• Simple to understand

• Simple for rebate ops team to implement

Page 12: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Customer experience Alignment with values

• Customized

• Agile

• Innovative

• Solution

• Connected

• Safe

• Trustworthy

• Committed

Page 13: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Customer Journey Mapping

Katie RyderE Source

Page 14: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Prepared for:

Customer Journey Mapping

July 21, 2020

Rocky Mountain Utility Exchange

Page 15: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

A customer journey map is one of the most powerful tools an organization can use to understand how its customers experience the organization

What is Journey Mapping?Align an

organization

Prioritize CX improvements

Identify key moments of truth

Capture interactions and emotion

Page 16: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Process Mapping vs Journey Mapping

Typical process-mapping focus Journey-mapping focus

Company / organization Customer

Internal External

Operational efficiencyCustomer experience and

operational efficiency

Internal steps and

department-to-department handoffs

Customer’s intent and preferred

interaction channels

Specific department roles Cross-functional teams

Consistency Pain points and customer emotions

Page 17: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Journey Mapping Objectives

Page 18: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Thank you!

Katie Ryder

Senior Consultant

E Source

303-345-9174

[email protected]

You’re free to share this document in its entirety inside your company. If you’d like to quote or use our material outside of your business,

please contact us at [email protected] or 1-800-ESOURCE (1-800-376-8723).

Page 19: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Simple Residential Solutions

Kristin MayXcel Energy

Page 20: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

From High Bill Complaint to Energy Hero:Moving Co-op Customer Experience

from Reactive to Proactive

Mike BeyerYampa Valley Electric

Association

Megan Moore-KempYampa Valley Electric

Association

Page 21: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Leveraging Technology to Improve Customer Experience in SRP's Small Business Program

Jim GiordanoNexant

Nathan MeissnerNexant

Page 22: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Utility-Customer Experience

Industry Discussion – July 21, 2020

This roundtable is for everyone to participate.

Join the Roundtable:

1. Type your question into the question box.

2. Raise your electronic hand to be unmuted.

Page 23: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Page 24: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Page 25: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org

Utility Exchange

This roundtable is for utility staff only and will not be recorded.

Please disconnect now if you are not an employee of a private, public or

cooperatively-owned energy or water utility.

Join the Roundtable:

1. Raise your electronic hand to be unmuted.

2. Type your question into the question box.

Page 26: Customer Exp Webinar rev 072120.pdfCustomer Journey Mapping Katie Ryder E Source. Prepared for: Customer Journey Mapping July 21, 2020 Rocky Mountain Utility Exchange. A customer journey

www.peakload.org