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Designing for a Multi-Channel Experience Amy Cueva - @amycueva Megan Grocki - @megangrocki

Designing for a Multi-Channel Experience

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How many touch points does your brand have with your customers? Multi-channel experience design is accomplished by understanding of how technology and interaction are entwined into real users’ context of use. Various types of research and analytical activities will help give you a healthier understanding of your audience and their behavior.

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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

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

Did not cross channels

ICE BREAKING Multi-Channel Landscape

Customer “I want to…”

Company “I want to…”

ê  Store ê  Website(s) ê  Web Application(s) ê  Call Center ê  Mail ê  Mobile ê  Word of Mouth ê  Social Media ê  Advertising ê  Catalog ê  Email ê  Product

Inbound & outbound communications

Handling positive and negative interactions

Internal ownership & coordination

Expectations, goals, tasks, desired outcomes

Planned and unplanned interactions

Perceptions

ICE BREAKING Touch points that represent opportunities: ê  Website(s)/Applications ê  Email ê  Live chat ê  Social Media presence ê  Catalog / Circulars ê  In-Store / In-person ê  Telesales ê  Phone / Call Center ê  Interactive Voice

Response

ê  Digital Kiosk ê  Mobile Interface ê  Print Advertisements ê  Billboards & Signage ê  Point-of-Sale ê  Packaging ê  Channel partners ê  Online Community ê  Other?

ICE BREAKING Avoiding negative and facilitating positive episodes x 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

ê  Provide the same data and user stories to all groups

ê  Cross-pollination creating opportunities to share and learn new viewpoints

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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.

ê  Process extracts & synchronizes goals and objectives from various stakeholding groups

ê  Discipline understands how people interact with technology, other people, and brands

CUSTOMER

TECHNOLOGY & OPERATIONS

BRAND & MARKETING

PRODUCT & BUSINESS XD

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 & refine

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 Club ê  Social Media

ICE BREAKING

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

Multi-Channel Experiences

ICE BREAKING

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

Multi-Channel Experiences

ICE BREAKING

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

\ Multi-Channel Experiences

ICE BREAKING

ê  Website: www.williams-sonoma.com

ê  Catalog, Phone ê  Email ê  Bridal Registry ê  In-store Technique,

Cooking Classes, Product Demos & Food Tasting

Multi-Channel Experiences

ICE BREAKING How to coordinate channels for the brand? ê  Consider & research

customer’s experiences across all channels

ê  Brainstorm & prioritize

ê  Balance business objectives against user objectives

ê  Develop a multi-channel experience strategy

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ICE BREAKING What can you do?

ê  Ask the right questions

ê  Go beyond your mandate

ê  Share knowledge

ê  Encourage collaboration

ê  Don’t be Milton, but don’t get fired

What, no CXO?

ICE BREAKING We want to learn from you.

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

ê  What tools and expertise will enable richer relationships between customers and brands?

What do you know?

ICE BREAKING Questions?

???

ICE BREAKING Contact Us

Amy Cueva Founder & Chief Experience Officer [email protected] Twitter @amycueva

Megan Grocki Senior Experience Designer [email protected] Twitter: @megangrocki