In order to provide a successful product or service, you need to know who your audiences are, what they want, and how you can help them get there. Performing both qualitative and quantitative audience research is an integral part the experience design process – whether for physical products, digital offerings, spatial designs, professional services, or a combination of all of the above. The challenge frequently put to us is, “How can we integrate research into our project cycle without breaking the bank?

Your objectives will ultimately drive the types of research you choose to conduct – interviews, focus groups, natural observation, journals, card sorting and so on. But when the budget is tight and every piece of a project is under the financial microscope, you can use some of the following guerilla research tactics to gain an actionable level of audience understanding. More »

 

I went to my local Duane Reade recently and noticed “Get your flu shot here” signs everywhere but no date or time listed. When I asked, the pharmacy employee responded with, “oh, any time during pharmacy hours, but we’re a bit backed up right now, so 15 minutes.”  

I learned as part of being acquired by Walgreen’s, Duane Reade introduced a flexible vaccination service, allowing customers to get a flu shot any hours that the pharmacy is open (albeit not well advertised). Some large survey by a market research company probably told them that 87% of customers don’t get flu shots because of inconvenient timing.

But who cares why they are doing it! This is great, or so I thought, until I started this seemingly ideal patient experience process. More »

 

The concept of addressing people’s emotional needs in experience design has been around for quite a few years in the consumer world.  Companies like Apple, Disney and Starbucks have become well known for driving intense customer loyalty by infusing their customers’ experiences with a personality to which their customers can relate or even aspire. Interact with your customers on an emotional level and they won’t just become loyal customers; they’ll become your advocates.  As A.G. Lafley wrote in The Game Changer (2008), “Good design is a catalyst for creating total experiences that transcend functional benefits alone and delight customers. It is a catalyst for moving a business from being technology-centered to one that is customer experience-centered.”

So why not apply this same principle when designing your employee experience? After all, employees are essentially your organization’s internal customers. Often companies will focus their internal efforts on improving performance on processes and new tools/technologies, but that misses a big part of the picture.  Process improvements and new tools won’t have their desired impact on your bottom line if your employees don’t embrace them. Simply announcing such changes won’t ensure your employees are aligned with your business goals; and it certainly won’t turn them into advocates.

Design your employee experiences to make an emotional connection, and you change everything. When designed to delight your employees, new processes become something they follow because they want to, not because they have to. New tools become those things they’ve been asking and waiting for to help them do a better job. More »

 

Consider the following language from one company’s leadership regarding the fundamental principles to which they believe the company must adhere to achieve their business goals:

We must act in the customer’s best interest, not once in a while, but consistently. This means offering outstanding products and services and being helpful, courteous and quick to follow up. We need to be keenly aware of the competitive landscape and quick to act. The field – the employees closest to the customer – should drive this process and have ample resources and authority to be the best at serving customers. Our strength resides in the field. We must exceed customers’ expectations and constantly make it easier for them to do business with us. [My emphasis.]

This language may sound familiar. It may even echo the language of your own company’s mission/vision statement. Perhaps there are posters around your workplace boldly proclaiming similar corporate commitments.  As an advocate for your customer, I find these principles and posters admirable; however, I can tell you from personal experience that the mission articulated by the company quoted above and the experience of doing business with said company are in diametrical opposition.

So why does the actual experience of interacting with so many companies often belie the customer-centric principles they claim are fundamental to their success?  Here are six surefire causes we have identified as we’ve helped various companies improve their experiences. More »

 

Let me tell you a story…
You probably have one like it, so I’ll keep it short. It’s about a company’s strategic alignment of its people and systems to assure I have a particular customer experience. And it’s about why I’ll never do business with that company again.

This is about the bank that “serviced” (I use the word loosely) my home equity line of credit (HELOC), and it goes something like this…

Chapter 1) I dutifully make my monthly payments early for three years.

Chapter 2) The bank’s automatic reappraisal of the value of my home leads to a form letter saying I can no longer access my credit line.

Chapter 3) I call and am told my house has been compared to selling prices of others in the area. I inform my Customer Service rep the comparables they used don’t match my house. “That’s what our records show for your address. Sorry, there’s nothing I can do.” Of course not.

Chapter 4) I dutifully continue paying down my outstanding balance waiting for the HELOC to be automatically restored at a new, lower level.

Chapter 5) No restoration notice arrives even as I approach a zero balance, so I go to their web site. I find the option to email them. The error message tells me I have to register before I can send them an email. Register? That provides no value to me, but okay. I enter my loan number and it isn’t recognized. I can’t register!

Chapter 6) I call, again. After deciphering the automated call center menu, I reach a Customer Service representative who can’t help me (irony). I need to talk to someone who deals with reactivating accounts, which apparently doesn’t qualify as a customer service.

Chapter 7) I am transferred. Several static-filled muzak minutes later, I have another human being on the line.

Denouement:  Here’s the deal: If I want the HELOC reactivated I have to pay for an appraisal and reapply.

Post Script:  Really!  I mean, really?!  Are you kidding me?

Systems and desired experience not aligned

Systems and desired experience not aligned

What I have just described is a bank’s integrated online and offline “Customer Service” system that is seemingly strategically devoted to making my experience of doing business with them so painful that I will refuse to go through the experience ever again. Do you think that is in their mission statement? More »