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HOW THE BHF IS USING CX & DIGITAL TO WIN THE FIGHT AGAINST HEART DISEASE. BHF’S SURVIVAL OF THE FITTEST LINDSAY HERBERT, GLOBAL HEAD OF DIGITAL at PRECEDENT @lindzeiy @precedentcomms #precsem
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Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

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Page 1: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

HOW THE BHF IS USING CX & DIGITAL TO

WIN THE FIGHT AGAINST HEART DISEASE.

BHF’S SURVIVAL

OF THE FITTEST

LINDSAY HERBERT,

GLOBAL HEAD OF DIGITAL at PRECEDENT

@lindzeiy @precedentcomms #precsem

Page 2: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

@lindzeiy @precedentcomms #precsem

PRECEDENT.COM/CX

PRECEDENT.COM/CX

Page 3: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

WHY DO

WE EXIST?

@lindzeiy @precedentcomms #precsem

Page 4: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

HIERARCHY OF

HUMAN NEEDS:

@lindzeiy @precedentcomms #precsem

Page 5: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

HIERARCHY OF

HUMAN NEEDS:

TO THRIVE WE WANT

SELF ESTEEM AND

SOCIAL ACCEPTANCE

TO SURVIVE WE WANT

WEALTH, SECURITY AND

PHYSICAL WELLBEING

@lindzeiy @precedentcomms #precsem

Page 6: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

WHY DO

YOU EXIST?

@lindzeiy @precedentcomms #precsem

Page 7: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

MEANINGFUL IDEAS,

INTELLIGENTLY DELIVERED.

@lindzeiy @precedentcomms #precsem

Page 8: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

@lindzeiy @precedentcomms #precsem

DIGITAL

STRATEGY

WEBSITES,

TABLET & MOBILE

DIGITAL

TRANSFORMATION

PRECEDENT.COM/CX

Page 9: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

@lindzeiy @precedentcomms #precsem

26 YEARS

140 EXPERTS IN

DESIGN, TECH,

STRATEGY & UX

6 LOCATIONS

PRECEDENT.COM/CX

Page 10: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

EVERY ORGANISATION

STARTS OUT BY MEETING

THE NEEDS OF ITS AUDIENCES.

@lindzeiy @precedentcomms #precsem

Page 11: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

EVERY ORGANISATION

STARTS OUT BY MEETING

THE NEEDS OF ITS AUDIENCES.

TIME GOES ON.

NEEDS EVOLVE.

@lindzeiy @precedentcomms #precsem

Page 12: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

OUR SUPPORTERS

ARE DISLOYAL.

T H E P E R C E P T I O N

@lindzeiy @precedentcomms #precsem

Page 13: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

OUR SUPPORTERS

ARE UNENGAGED.

T H E T R U T H

@lindzeiy @precedentcomms #precsem

Page 14: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

✱ They can’t donate easily.

So they don’t give more.

✱ They can’t find advice or support.

So they don’t fundraise.

✱ They hate all the direct mail.

So they don’t refer others.

✱ They can’t see where money goes.

So they warn others.

✱ They don’t feel valued or listened to.

So they never come back.

T H E T R U T H

Page 15: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

✱ They can’t donate easily.

✱ So they don’t give more.

✱ They can’t find advice or support.

✱ So they don’t fundraise.

✱ They hate all the direct mail.

✱ So they don’t refer others.

✱ They can’t see where money goes.

✱ So they cancel their direct debit.

✱ They don’t feel valued or listened to.

✱ So they never come back.

T H E T R U T H

Page 16: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

OUR SUPPORTERS

ARE DISSATISFIED.

OUR CHARITY IS AT

RISK.

T H E T R U T H

@lindzeiy @precedentcomms #precsem

Page 17: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

HOW DID BHF

ADAPT TO ITS

SUPPORTERS’

NEEDS?

@lindzeiy @precedentcomms #precsem

Page 18: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

CULTURE

ANALYSIS

RATIONAL

EMOTIONAL

@lindzeiy @precedentcomms #precsem

Page 19: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

CULTURE

ANALYSIS

RATIONAL

EMOTIONALHOW YOU VALUE YOUR AUDIENCES.

@lindzeiy @precedentcomms #precsem

Page 20: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

CULTURE

ANALYSIS

RATIONAL

EMOTIONALHOW YOU GATHER FEEDBACK AND REACT.

@lindzeiy @precedentcomms #precsem

Page 21: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

CULTURE

ANALYSIS

RATIONAL

EMOTIONALHOW YOUR CORE OFFER STACKS UP

TO THE REST.

@lindzeiy @precedentcomms #precsem

Page 22: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

CULTURE

ANALYSIS

RATIONAL

EMOTIONALHOW YOU ELEVATE AND DELIGHT

YOUR AUDIENCES.

@lindzeiy @precedentcomms #precsem

Page 23: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

HOW FIT ARE YOU

TO SURVIVE CHANGE?

@lindzeiy @precedentcomms #precsem

Page 24: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

RATING YOUR

CX FITNESS LEVEL:

ENDANGERED CONTENDER CHAMPIONEXPOSED

@lindzeiy @precedentcomms #precsem

Page 25: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

RATING YOUR

CX FITNESS LEVEL:

ENDANGERED CONTENDER CHAMPIONEXPOSED

@lindzeiy @precedentcomms #precsem

Page 26: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

HOW TO

@lindzeiy @precedentcomms #precsem

CAREWITH DIGITAL

Page 27: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

IF YOU’RE ENDANGERED,

START WITH:

CULTUREHOW YOU VALUE AYOUR AUDIENCES.

C A R E

@lindzeiy @precedentcomms #precsem

Page 28: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

IF YOU’RE ENDANGERED,

START WITH:

CULTUREHOW YOU VALUE YOUR AUDIENCES.

C A R E

@lindzeiy @precedentcomms #precsem

Page 29: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

“ To provide our customers with the most convenient access to media entertainment.”

W H Y D O Y O U E X I S T ?

@lindzeiy @precedentcomms #precsem

Page 30: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015
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Page 33: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

$29.5M TO $71M

Page 34: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

“ To win the fight againstheart disease.”

W H Y D O Y O U E X I S T ?

@lindzeiy @precedentcomms #precsem

Page 35: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015
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Page 40: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015
Page 41: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

277% INCREASE IN

ONLINE DONATIONS

Page 42: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

IF YOU’RE ENDANGERED,

START WITH:

CULTURE

C A R E

✱ Include CX in your strategic plan.

✱ Use metrics to inform management decisions.

✱ Invest in ways to solve CX issues.

@lindzeiy @precedentcomms #precsem

Page 43: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

ENDANGERED?

NEXT STEPS TO FIX:

CULTURE

C A R E

1. Business case: Audit & competitor benchmark

2. Vision & Roadmap: Senior leader strategic session

3. UX & Design: Test variations, fix critical journeys

@lindzeiy @precedentcomms #precsem

Page 44: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

IF YOU’RE EXPOSED,

START WITH:

ANALYSISHOW YOU GATHER FEEDBACK AND REACT.

C A R E

@lindzeiy @precedentcomms #precsem

Page 45: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

IF YOU’RE EXPOSED,

START WITH:

ANALYSISHOW YOU GATHER FEEDBACK AND REACT.

C A R E

@lindzeiy @precedentcomms #precsem

Page 46: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015
Page 47: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015
Page 48: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

$1 BILLION

IN 17 MINS

Page 49: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015
Page 50: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015
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Page 54: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

IF YOU’RE EXPOSED,

START WITH:

ANALYSIS

C A R E

✱ Engage users to understand changing needs.

✱ Collate touch point data into a Single Customer View.

✱ Compare past behaviour to current, for trends.

@lindzeiy @precedentcomms #precsem

Page 55: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

EXPOSED?

NEXT STEPS TO FIX:

ANALYSIS

C A R E

1. Data & insight strategy: Prioritisation and IT roadmap

2. Audience testing: Guerrilla, group & 1-on-1

3. Goal tracking & reviews: Metrics, tools & brainstorms

@lindzeiy @precedentcomms #precsem

Page 56: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

IF YOU’RE A CONTENDER,

TACKLE THE:

RATIONALHOW YOUR CORE OFFER STACKS UP

TO THE COMPETITION.

C A R E

@lindzeiy @precedentcomms #precsem

Page 57: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

IF YOU’RE A CONTENDER,

TACKLE THE:

RATIONALHOW YOUR CORE OFFER STACKS UP

TO THE COMPETITION.

C A R E

@lindzeiy @precedentcomms #precsem

Page 58: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015
Page 59: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015
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Page 65: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015
Page 66: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015
Page 67: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

74% INCREASE IN

EVENT SIGN-UPS

Page 68: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015
Page 69: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

40% INCREASE IN

DONATIONS = £1M

Page 70: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015
Page 71: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

25% INCREASE IN HEART

MATTERS SIGN-UPS

Page 72: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

IF YOU’RE A CONTENDER,

TACKLE THE:

RATIONAL

C A R E

✱ Products and services deliver to current core needs.

✱ End to end processes are efficient.

✱ It’s easy to transact at every possible touchpoint.

@lindzeiy @precedentcomms #precsem

Page 73: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

CONTENDER?

NEXT STEPS TO FIX:

RATIONAL

C A R E

1. Build a new website: Transactional not informational

2. New mobile offering: Solve real-world problems

3. Innovate the offering: Brand new digital services

@lindzeiy @precedentcomms #precsem

Page 74: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

IF YOU’RE A CHAMPION,

HARNESS THE:

EMOTIONALHOW YOUR ELEVATE AND DELIGHT YOUR

AUDIENCES.

C A R E

@lindzeiy @precedentcomms #precsem

Page 75: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

IF YOU’RE A CHAMPION,

HARNESS THE:

EMOTIONALHOW YOU ELEVATE AND DELIGHT

YOUR AUDIENCES.

C A R E

@lindzeiy @precedentcomms #precsem

Page 76: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

“ To be the most magical place on earth.”

W H Y D O Y O U E X I S T ?

@lindzeiy @precedentcomms #precsem

Page 77: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

@lindzeiy @precedentcomms #precsem

Page 78: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

@lindzeiy @precedentcomms #precsem

Page 79: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

@lindzeiy @precedentcomms #precsem

Page 80: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

@lindzeiy @precedentcomms #precsem

Page 81: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015
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Page 87: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015
Page 88: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015
Page 89: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

IF YOU’RE A CHAMPION,

HARNESS THE:

EMOTIONAL

C A R E

✱ Interactions elevate the customer socially.

✱ Success in life is increased by continued interactions.

✱ Customers feel listened to, appreciated and valued.

@lindzeiy @precedentcomms #precsem

Page 90: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

CHAMPION?

NEXT STEPS TO BOOST:

EMOTIONAL

1. Content strategy: User focused & goal driven

2. Campaigns & features: Digital-only & multichannel

3. New tech integration: Beacons, wearables, etc.

@lindzeiy @precedentcomms #precsem

C A R E

Page 91: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

BUT WHAT

DOES IT

ALL MEAN?

@lindzeiy @precedentcomms #precsem

Page 92: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

HOW TO

@lindzeiy @precedentcomms #precsem

CAREWITH DIGITAL

Page 93: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

CULTURE

ANALYSIS

RATIONAL

EMOTIONAL

@lindzeiy @precedentcomms #precsem

Page 94: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

RATING YOUR

CX FITNESS LEVEL:

ENDANGERED CONTENDER CHAMPIONEXPOSED

@lindzeiy @precedentcomms #precsem

Page 95: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

EVERY ORGANISATION

STARTS OUT BY MEETING

THE NEEDS OF ITS AUDIENCES.

TIME GOES ON.

NEEDS EVOLVE.

@lindzeiy @precedentcomms #precsem

Page 96: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

HIERARCHY OF

HUMAN NEEDS:

TO THRIVE WE WANT

SELF ESTEEM AND

SOCIAL ACCEPTANCE

TO SURVIVE WE WANT

WEALTH, SECURITY AND

PHYSICAL WELLBEING

@lindzeiy @precedentcomms #precsem

Page 97: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

WHY DO

YOU EXIST?

@lindzeiy @precedentcomms #precsem

Page 98: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

MEANINGFUL IDEAS,

INTELLIGENTLY DELIVERED.

@lindzeiy @precedentcomms #precsem

Page 99: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

@lindzeiy @precedentcomms #precsem

PRECEDENT.COM/CX

PRECEDENT.COM/CX

Page 100: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

@lindzeiy @precedentcomms #precsem

DIGITAL

STRATEGY

WEBSITES,

TABLET & MOBILE

DIGITAL

TRANSFORMATION

PRECEDENT.COM/CX

Page 101: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

@lindzeiy @precedentcomms #precsem

26 YEARS

+100 EXPERTS IN

DESIGN, TECH,

STRATEGY & UX

6 LOCATIONS

PRECEDENT.COM/CX

Page 102: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

QUESTIONS &

THANK YOU.

@lindzeiy @precedentcomms #precsem

Page 103: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

Visit the CharityComms website to

view slides from past events, see what

events we have coming up and to

check out what else we do:

www.charitycomms.org.uk

Page 104: Survival of the fittest – how to gain competitive advantage in the new digital world. Engagement conference, 22 October 2015

Engagement

conference

Conference

22 October 2015

London

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