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Designing for a Multi-Channel Experience
Amy Cueva - @amycueva
Megan Grocki - @megangrocki
ICE BREAKING
Let’s talk about…
ê??   What are multi-channel experiences?
ê??   Understanding Who and Where Users Are
ê??   Collaborating with Stakeholders
ê??   Navigating Political Waters
ê??   Examples & Brainstorm
ê??   Takin’ Action
ICE BREAKING
How did we get in the game?
                       ê??   Mmmm. Tasty and
                             satisfying.
                       ê??   Hungry for a
                             challenge, empathetic,
                             and solution oriented.
ICE BREAKING
What is a Multi-Channel Experience?
                           What percentage of
                           Consumers cross at
                           least 2 channels when
                           making a purchase?

                           ê??   Web to store
                           ê??   Store to Web
                           ê??   Web to phone
ICE BREAKING
Customers cross channels.
                           What are they doing there?
                           Why?
                           ê??   Make a purchase
                           ê??   Window Shop
                           ê??   Seek assistance
  Did not cross channels
                           ê??   Conduct a transaction
                           ê??   Gather information     Source: Profiling The Multichannel Consumer
                                           How Retailers Can Enable Multichannel Consumer Behavior
                                              Forrester Report July 29, 2009, By Patti Freeman Evans
ICE BREAKING
Multi-Channel Landscape
                          ê??   Store
                          ê??   Website(s)
 Customer                 ê??   Web Application(s)     Company
“I want to…”              ê??   Call Center          “I want to…”
                          ê??   Mail
Expectations, goals,                                 Inbound & outbound
tasks, desired outcomes   ê??   Mobile               communications
                          ê??   Word of Mouth
Planned and unplanned                                Handling positive and
interactions              ê??   Social Media         negative interactions
Perceptions               ê??   Advertising          Internal ownership &
                          ê??   Catalog              coordination
                          ê??   Email
                          ê??   Product
ICE BREAKING
Touch points that represent opportunities:
ê??   Website(s)/Applications   ê??   Digital Kiosk
ê??   Email                     ê??   Mobile Interface
ê??   Live chat                 ê??   Print Advertisements
ê??   Social Media presence     ê??   Billboards & Signage
ê??   Catalog / Circulars       ê??   Point-of-Sale
ê??   In-Store / In-person      ê??   Packaging
ê??   Telesales                 ê??   Channel partners
ê??   Phone / Call Center       ê??   Online Community
ê??   Interactive Voice         ê??   Other?
      Response
x
ICE BREAKING
Avoiding negative and facilitating positive
episodes




                                          o
ICE BREAKING
What is your brand essence?
                       ê??   Does everyone know your
                             basic brand principles?
                       ê??   It’s not about creating
                             identical experiences
                       ê??   Optimize and connect
                             channel interactions to
                             deliver consistent brand
                             experiences
ICE BREAKING
If your brand were a person who would they be?
                        ê??   How will they treat
                              you across
                              channels?
                        ê??   How will that
                              experience be
                              brought to life
                              across channels?
ICE BREAKING
Stakeholder Group Therapy
                      ê??   Include those who own
                            different sites, properties,
                            and channels

                      ê??   Include those who will be
                            effected by the design

                      ê??   Include those who will
                            build what is designed
ICE BREAKING
Build One Cohesive Perspective
 The image cannot be displayed. Your computer may not have enough memory to open the image, or the image may have been corrupted. Restart your computer, and then open the ?le again. If the red x
 still appears, you may have to delete the image and then insert it again.
                                                                                                                                                                                                     ê??   Provide the same data
                                                                                                                                                                                                           and user stories to all
                                                                                                                                                                                                           groups

                                                                                                                                                                                                     ê??   Cross-pollination creating
                                                                                                                                                                                                           opportunities to share and
                                                                                                                                                                                                           learn new viewpoints
ICE BREAKING
Build One Cohesive Perspective
                       ê??   Effective governance is
                             sticky and needs structure
                       ê??   Alter organization to be
                             focused on the customer
                             not the channel
                       ê??   The customer experience,
                             at every touch point,
                             affects revenue and
                             profits.
ICE BREAKING
A Peek Inside the Organization
                                 Different
                                 communication
                                 and interaction
                                 channels
                                 supported by
                                 different
                                 areas of the
                                 organization.
ICE BREAKING
A Vision for What Could Be
                             Cross area
                             representation
                             and coordination
ICE BREAKING
Leverage experience design to tame the chaos.
            CUSTOMER
                                   ê??   Process extracts &
                                         synchronizes goals and
                                         objectives from various
                                         stakeholding groups
BRAND &                PRODUCT &
               XD
MARKETING               BUSINESS
                                   ê??   Discipline understands
                                         how people interact with
        TECHNOLOGY &
                                         technology, other
         OPERATIONS                      people, and brands
ICE BREAKING
User Research for Multi-Channel
                       ê??  Secret shopper
                       ê?? Traditional user research
                            methods applied in new
                            ways:
                          ?? In-store experiences
                          ?? Print
                          ?? Phone
Research Informs Strategy
                       ê??   Personas
                       ê??   Focus on the customer,
                             regardless of channel
                       ê??   Demonstrate customer
                             and user experiences
                             visually
                       ê??   Determine cultural and
                             behavioral dynamics to
                             recognize how to integrate
                             channels
ICE BREAKING
Research Informs Strategy
                        ê??   SHOW stakeholders their
                              customer’s behavior
                              ê?? Video
                              ê?? Photographs
                              ê?? Stories


                        ê??   Better yet, get
                              stakeholders out of the
                              board room
ICE BREAKING
Exploring Newer Channels: Social Media
ê??   Provides a way to connect
      with their most ardent fans

ê??   Keeps customers engaged

ê??   Encourage loyalty & active
      evangelism
ICE BREAKING
“Good Enough” Is No Longer Good Enough
                      ê??   Exposes highs AND lows
                      ê??   Blurry boundaries
                      ê??   Experiment, learn & re?ne
ICE BREAKING
Exploring Newer Channels: Mobile
ê?? Still
       in its infancy, mobile
   commerce is an increasingly
   important channel
ê?? 32% use their mobile devices to
   research monthly
ê?? 15% are completing
   transactions with their mobile
   devices monthly


                                      Source: The Art Technology Group (ATG) Report
                                      Cross-Channel Commerce: The Consumer View
                                                                         March 2010
ICE BREAKING
Exploring Newer Channels: Mobile
ê??   What is the role of Mobile in
      connecting with users?

ê??   What is different than more
      traditional channels?

ê??   Do you really need it?
ICE BREAKING
What Is Channel-Appropriate Interaction?
                           ê??   In-person
                           ê??   Email
                           ê??   Web
                           ê??   Print
                           ê??   Mobile
                           ê??   Social/Public
ICE BREAKING
Multi-Channel Experiences
                       ê??   Website:
                             www.lindt.com
                       ê??   In Store
                       ê??   Kiosk
                       ê??   Phone
                       ê??   Email
                       ê??   Chocolate Connoisseur’s Clu
                       ê??   Social Media
ICE BREAKING
Multi-Channel Experiences
                       ê??   Website:
                             www.virginamerica.com
                       ê??   Phone
                       ê??   Email
                       ê??   Social Media
                       ê??   Mobile Alerts
                       ê??   In-person
                       ê??   In-flight
                       ê??   Frequent Flyer Loyalty
                             Program
ICE BREAKING
Multi-Channel Experiences
                       ê??   Website:
                             www.virginamerica.com
                       ê??   Phone
                       ê??   Email
                       ê??   Social Media
                       ê??   Mobile Alerts
                       ê??   In-person
                       ê??   In-flight
                       ê??   Frequent Flyer Loyalty
                             Program
ICE BREAKING
Multi-Channel Experiences


                       ê??   Web site:
                             www.staples.com
                       ê??   In Store, Signage
                       ê??   Circular / Catalog / Phone
                       ê??   Ubiquitous Easy Button /
                             Brand Message
                       ê??   Contact Us in Many Ways
                       ê??   Desktop Gadget
ICE BREAKING
Multi-Channel Experiences
                       ê??   Website:
                             www.williams-sonoma.com
                       ê??   Catalog, Phone
                       ê??   Email
                       ê??   Bridal Registry
                       ê??   In-store Technique,
                             Cooking Classes, Product
                             Demos & Food Tasting
ICE BREAKING
How to coordinate channels for the brand?
ê??   Consider & research             The image cannot be displayed. Your computer may not have enough memory to open the image, or the image may have been corrupted. Restart your computer, and then open the ?le again. If the
                                      red x still appears, you may have to delete the image and then insert it again.




      customer’s experiences across
      all channels
ê??   Brainstorm & prioritize
ê??   Balance business objectives
      against user objectives
ê??   Develop a multi-channel
      experience strategy
ICE BREAKING
What can you do?

What,              ê??

                   ê??
                         Ask the right questions
                         Go beyond your mandate
                         Share knowledge

no
                   ê??

                   ê??   Encourage collaboration
                   ê??   Don’t be Milton, but don’t get


CXO?
                         fired
ICE BREAKING
We want to learn from you.

What
                        ê??   Which companies have
                              successfully used different
                              channels to create deeper
                              customer relationships?

do you                  ê??   What tools and expertise will
                              enable richer relationships

know?                         between customers and
                              brands?
ICE BREAKING
Questions?




               ???
ICE BREAKING
Contact Us


 Amy Cueva                           Megan Grocki
 Founder & Chief Experience Of?cer   Senior Experience Designer

 amy@madpow.net                      mgrocki@madpow.net
 Twitter @amycueva                   Twitter: @megangrocki

More Related Content

Designing for a Multi-Channel Experience

  • 1. Designing for a Multi-Channel Experience Amy Cueva - @amycueva Megan Grocki - @megangrocki
  • 2. ICE BREAKING Let’s talk about… ê?? What are multi-channel experiences? ê?? Understanding Who and Where Users Are ê?? Collaborating with Stakeholders ê?? Navigating Political Waters ê?? Examples & Brainstorm ê?? Takin’ Action
  • 3. ICE BREAKING How did we get in the game? ê?? Mmmm. Tasty and satisfying. ê?? Hungry for a challenge, empathetic, and solution oriented.
  • 4. ICE BREAKING What is a Multi-Channel Experience? What percentage of Consumers cross at least 2 channels when making a purchase? ê?? Web to store ê?? Store to Web ê?? Web to phone
  • 5. ICE BREAKING Customers cross channels. What are they doing there? Why? ê?? Make a purchase ê?? Window Shop ê?? Seek assistance Did not cross channels ê?? Conduct a transaction ê?? Gather information Source: Profiling The Multichannel Consumer How Retailers Can Enable Multichannel Consumer Behavior Forrester Report July 29, 2009, By Patti Freeman Evans
  • 6. ICE BREAKING Multi-Channel Landscape ê?? Store ê?? Website(s) Customer ê?? Web Application(s) Company “I want to…” ê?? Call Center “I want to…” ê?? Mail Expectations, goals, Inbound & outbound tasks, desired outcomes ê?? Mobile communications ê?? Word of Mouth Planned and unplanned Handling positive and interactions ê?? Social Media negative interactions Perceptions ê?? Advertising Internal ownership & ê?? Catalog coordination ê?? Email ê?? Product
  • 7. ICE BREAKING Touch points that represent opportunities: ê?? Website(s)/Applications ê?? Digital Kiosk ê?? Email ê?? Mobile Interface ê?? Live chat ê?? Print Advertisements ê?? Social Media presence ê?? Billboards & Signage ê?? Catalog / Circulars ê?? Point-of-Sale ê?? In-Store / In-person ê?? Packaging ê?? Telesales ê?? Channel partners ê?? Phone / Call Center ê?? Online Community ê?? Interactive Voice ê?? Other? Response
  • 8. x ICE BREAKING Avoiding negative and facilitating positive episodes o
  • 9. ICE BREAKING What is your brand essence? ê?? Does everyone know your basic brand principles? ê?? It’s not about creating identical experiences ê?? Optimize and connect channel interactions to deliver consistent brand experiences
  • 10. ICE BREAKING If your brand were a person who would they be? ê?? How will they treat you across channels? ê?? How will that experience be brought to life across channels?
  • 11. ICE BREAKING Stakeholder Group Therapy ê?? Include those who own different sites, properties, and channels ê?? Include those who will be effected by the design ê?? Include those who will build what is designed
  • 12. ICE BREAKING Build One Cohesive Perspective The image cannot be displayed. Your computer may not have enough memory to open the image, or the image may have been corrupted. Restart your computer, and then open the ?le again. If the red x still appears, you may have to delete the image and then insert it again. ê?? Provide the same data and user stories to all groups ê?? Cross-pollination creating opportunities to share and learn new viewpoints
  • 13. ICE BREAKING Build One Cohesive Perspective ê?? Effective governance is sticky and needs structure ê?? Alter organization to be focused on the customer not the channel ê?? The customer experience, at every touch point, affects revenue and profits.
  • 14. ICE BREAKING A Peek Inside the Organization Different communication and interaction channels supported by different areas of the organization.
  • 15. ICE BREAKING A Vision for What Could Be Cross area representation and coordination
  • 16. ICE BREAKING Leverage experience design to tame the chaos. CUSTOMER ê?? Process extracts & synchronizes goals and objectives from various stakeholding groups BRAND & PRODUCT & XD MARKETING BUSINESS ê?? Discipline understands how people interact with TECHNOLOGY & technology, other OPERATIONS people, and brands
  • 17. ICE BREAKING User Research for Multi-Channel ê?? Secret shopper ê?? Traditional user research methods applied in new ways: ?? In-store experiences ?? Print ?? Phone
  • 18. Research Informs Strategy ê?? Personas ê?? Focus on the customer, regardless of channel ê?? Demonstrate customer and user experiences visually ê?? Determine cultural and behavioral dynamics to recognize how to integrate channels
  • 19. ICE BREAKING Research Informs Strategy ê?? SHOW stakeholders their customer’s behavior ê?? Video ê?? Photographs ê?? Stories ê?? Better yet, get stakeholders out of the board room
  • 20. ICE BREAKING Exploring Newer Channels: Social Media ê?? Provides a way to connect with their most ardent fans ê?? Keeps customers engaged ê?? Encourage loyalty & active evangelism
  • 21. ICE BREAKING “Good Enough” Is No Longer Good Enough ê?? Exposes highs AND lows ê?? Blurry boundaries ê?? Experiment, learn & re?ne
  • 22. ICE BREAKING Exploring Newer Channels: Mobile ê?? Still in its infancy, mobile commerce is an increasingly important channel ê?? 32% use their mobile devices to research monthly ê?? 15% are completing transactions with their mobile devices monthly Source: The Art Technology Group (ATG) Report Cross-Channel Commerce: The Consumer View March 2010
  • 23. ICE BREAKING Exploring Newer Channels: Mobile ê?? What is the role of Mobile in connecting with users? ê?? What is different than more traditional channels? ê?? Do you really need it?
  • 24. ICE BREAKING What Is Channel-Appropriate Interaction? ê?? In-person ê?? Email ê?? Web ê?? Print ê?? Mobile ê?? Social/Public
  • 25. ICE BREAKING Multi-Channel Experiences ê?? Website: www.lindt.com ê?? In Store ê?? Kiosk ê?? Phone ê?? Email ê?? Chocolate Connoisseur’s Clu ê?? Social Media
  • 26. ICE BREAKING Multi-Channel Experiences ê?? Website: www.virginamerica.com ê?? Phone ê?? Email ê?? Social Media ê?? Mobile Alerts ê?? In-person ê?? In-flight ê?? Frequent Flyer Loyalty Program
  • 27. ICE BREAKING Multi-Channel Experiences ê?? Website: www.virginamerica.com ê?? Phone ê?? Email ê?? Social Media ê?? Mobile Alerts ê?? In-person ê?? In-flight ê?? Frequent Flyer Loyalty Program
  • 28. ICE BREAKING Multi-Channel Experiences ê?? Web site: www.staples.com ê?? In Store, Signage ê?? Circular / Catalog / Phone ê?? Ubiquitous Easy Button / Brand Message ê?? Contact Us in Many Ways ê?? Desktop Gadget
  • 29. ICE BREAKING Multi-Channel Experiences ê?? Website: www.williams-sonoma.com ê?? Catalog, Phone ê?? Email ê?? Bridal Registry ê?? In-store Technique, Cooking Classes, Product Demos & Food Tasting
  • 30. ICE BREAKING How to coordinate channels for the brand? ê?? Consider & research The image cannot be displayed. Your computer may not have enough memory to open the image, or the image may have been corrupted. Restart your computer, and then open the ?le again. If the red x still appears, you may have to delete the image and then insert it again. customer’s experiences across all channels ê?? Brainstorm & prioritize ê?? Balance business objectives against user objectives ê?? Develop a multi-channel experience strategy
  • 31. ICE BREAKING What can you do? What, ê?? ê?? Ask the right questions Go beyond your mandate Share knowledge no ê?? ê?? Encourage collaboration ê?? Don’t be Milton, but don’t get CXO? fired
  • 32. ICE BREAKING We want to learn from you. What ê?? Which companies have successfully used different channels to create deeper customer relationships? do you ê?? What tools and expertise will enable richer relationships know? between customers and brands?
  • 34. ICE BREAKING Contact Us Amy Cueva Megan Grocki Founder & Chief Experience Of?cer Senior Experience Designer amy@madpow.net mgrocki@madpow.net Twitter @amycueva Twitter: @megangrocki