42
Relationships for the Customer Experience Age: Lessons From the Field Peyton Lindley - Executive Director, Experience Design. @telegrammatic #effectiveui @effectiveui Suzanne Hamill - VP, Interactive Design Chris Whitlock - Executive Creative Director Monday, October 31, 2011

Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

Embed Size (px)

DESCRIPTION

How clients and agencies can work together to improve the customer experience. Presented by Peyton Lindley, Executive Director, Experience Design at EffectiveUI, and Suzanne Hamill, VP of Interactive Design at Fidelity Investments, at Forrester Consumer Forum 2011.

Citation preview

Page 1: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

Relationships for the Customer Experience Age:Lessons From the Field

Peyton Lindley - Executive Director, Experience Design. @telegrammatic

#effectiveui@effectiveui

Suzanne Hamill - VP, Interactive DesignChris Whitlock - Executive Creative Director

Monday, October 31, 2011

Page 2: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

What We’re Working On(And Why)

Monday, October 31, 2011

Page 3: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

Why Are We Here?

Monday, October 31, 2011

Page 4: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

On Client-Agency Relationships:

Monday, October 31, 2011

Page 5: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

On Client-Agency Relationships:

Client -

Monday, October 31, 2011

Page 6: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

relationship (n.)

the way in which two or more people or organizations regard and behave toward each other

Monday, October 31, 2011

Page 7: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

IS IT LIKE THIS?

“Well Established Brand Seeks Hot Agency.”

Monday, October 31, 2011

Page 8: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

OR LIKE THIS?

“Can’t We All Just Get Along?”

Monday, October 31, 2011

Page 9: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

What’s The Cost of a Bad Relationship?

Monday, October 31, 2011

Page 10: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

Monday, October 31, 2011

Page 11: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

“Help! My client is texting me!”

Monday, October 31, 2011

Page 12: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

“Help! My client is texting me!”

Monday, October 31, 2011

Page 13: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

Ask:

“How are we working?”in addition to...“What are we working on?”

Monday, October 31, 2011

Page 14: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

The “agency” model is changing.

Monday, October 31, 2011

Page 15: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

Not too long ago...

Monday, October 31, 2011

Page 16: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

So Where Is The Model Headed?

Monday, October 31, 2011

Page 17: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

EXTERNAL: NEW MODELS

CLIENT AGENCY CUSTOMER

“One-Way Communication”

Monday, October 31, 2011

Page 18: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

EXTERNAL: NEW MODELS

CLIENT

AGENCY

CUSTOMER

“Communication & Interpretation”

Monday, October 31, 2011

Page 19: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

INTERNAL: BRINGING PEOPLE ALONG FOR THE RIDE

“BLACK BOX” APPROACH

CUSTOMER INSIGHT

[ANALYSIS & SYNTHESIS]

RESULTS&

FINDINGS

MYSTERIOUS AND WONDERFUL THINGS HAPPEN HERE

Monday, October 31, 2011

Page 20: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

INTERNAL: BRINGING PEOPLE ALONG FOR THE RIDE

“BLACK BOX” APPROACH

CUSTOMER INSIGHT

[ANALYSIS & SYNTHESIS]

RESULTS&

FINDINGS

Workshop #1 Workshop #2

CO-CREATEDAPPROACH

CUSTOMER INSIGHT

CustomerNeeds

Framework

RESULTS&

FINDINGS

MYSTERIOUS AND WONDERFUL THINGS HAPPEN HERE

Monday, October 31, 2011

Page 21: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

So how do you changethe conversation?

Monday, October 31, 2011

Page 22: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

Revolution (n.) --

a dramatic and wide-reaching change in the way something works or is organized or in people's ideas about it

Monday, October 31, 2011

Page 23: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

THIS KIND OF REVOLUTION?

Monday, October 31, 2011

Page 24: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

OR THIS KIND?

Monday, October 31, 2011

Page 25: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

frameworks for dialog

Monday, October 31, 2011

Page 26: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

frameworks for dialog

“helps me be strategic”

“helps me make decisions”

“helps me plug & chug”

Monday, October 31, 2011

Page 27: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

so what have we learned?

Monday, October 31, 2011

Page 28: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

space matters.

Monday, October 31, 2011

Page 29: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

space matters.

Monday, October 31, 2011

Page 30: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

space matters.

Monday, October 31, 2011

Page 31: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

space matters.

Monday, October 31, 2011

Page 32: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

space matters.

Monday, October 31, 2011

Page 33: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

facilitate, don’t dictate.

Monday, October 31, 2011

Page 34: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

co-creation and collaboration: “one team”

Monday, October 31, 2011

Page 35: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

leading by doing.

Monday, October 31, 2011

Page 36: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

have the right people [participating].

Monday, October 31, 2011

Page 37: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

don’t wait for a meeting.

Monday, October 31, 2011

Page 38: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

how can we make this sustainable?

Monday, October 31, 2011

Page 39: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

VISUAL DESIGN

DESIGN FOR CUSTOMER EXPERIENCE IS SHIFTING

Monday, October 31, 2011

Page 40: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

PROBLEMDEFINITION

VISUAL DESIGN

DESIGN FOR CUSTOMER EXPERIENCE IS SHIFTING

Monday, October 31, 2011

Page 41: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

DESIGN FACILITATION

PROBLEMDEFINITION

VISUAL DESIGN

DESIGN FOR CUSTOMER EXPERIENCE IS SHIFTING

Monday, October 31, 2011

Page 42: Relationships for the Customer Experience Age: Fidelity Investments Lessons from the Field

thank you. questions?

Monday, October 31, 2011