Richard Young @youngrtp12 Diana Adorno @dianaadorno Deep Customer Research … the Heart of Innovation
WHAT WE ARE TALKING ABOUT
Why do research
Move smoothly into development
What we have learnt
Sharing a project
Why go fast & deep
A DIFFERENT APPROACH
BACKGROUNDQUANT
RESEARCH INTERVIEWS FEATURES WIREFRAMESTRADITIONAL
Months
RICH & FAST
Weeks
QUANT RESEARCH
BACKGROUND
INTERVIEWFEATURES
WIREFRAMES
THE PROBLEMS WITH GETTING A HOME LOAN
:( understanding the mortgage process
>_< frequently asking customers for more information
=_= updates on my application
HOW WE GOT THERE
3 weeks 12 Weeks Now
DISCOVERY DELIVERY EVOLVE
Research happens all the way through
Customer Sessions
Broker Sessions
Listen in to Call Centre20
12
4
Back office Staff Sessions
Playback Sessions
Home Loan Advisors Sessions2
3
3
System transactions (deals)
Analyse customer feedback (1 year)
9000
Competitors Analysed9
4126
WHAT WE DID
DATA & REPORTSCOLLEAGUESCUSTOMER
Space. Do everything in one room
Don’t create slide decks or reports as you go leave the data raw
Build the story as you go - let it evolve
Keep direct quotes visible to build empathy
Show prioritised lists
Walk the wall HAVE A
SHARED SPACE
DISTILLING & SHARING
SPEED TIP
JOURNEY STEPS
SCREEN FLOW
FEATURE BACKLOG
MVP (Viable)
VIABILITY CRITERIA
SOURCE SYSTEMS
MMP (Marketable)
DATA DRIVEN STORY MAP
“I love this idea. Being able to track how our application is going without having to feel like we are annoying anyone by asking all the time is fantastic”
home loan customer Nov 2016
Open Rate on notification emails
Click Through to logon
Return customers
Would recommend to a friend
Increase in home loans
1 Mailchimp Industry Survey Feb, 2017 2 Localitics Mar, 2017
ACQUISITION
ACTIVATION
RETENTION
REFERRAL
REVENUE
Keeping customers informed
93% 21%1
58% 3%1
68% 34%2
65%
2%
Top 3 bank
Industry Tracker
OUR RESULTS
“I will use you a lot more. This is REALLY good I can now review my clients’ accounts armed full of knowledge and not look like a dickhead”
Broker, 2017