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At the

crossroads- LENDING BOOTCAMP
Bridging the gap
between

Business
Analysis
and

Customer
Experience
Design
Greg Stewart, SMS Management & Technology
2
But enough about me,

Let’s talk
about you.
what do

you

think of

me?
3
“

Customer experience is the
next competitive battle ground
Jerry Gregoire, CIO DELL

”
4
Businesses THINK they do this
but they DON’T

95% say they are
customer focused
80% say they deliver
a “superior
experience”

How many of these
firms’ customers agree
that they deliver a
superior experience?

Data: Bain &Co 2006 Layout B.Schauer

8%
5
Customers bring special challenges

6
TRADE OFF?

Designing

Optimising

superior customer

efficiency and

experience

profits

7
Maybe not…

80%

of design-led companies launched a
new product or service in the last 3
overall
years vs

83%

of companies in which design is integral
have seen market share increase
compared to the national average of

66%

of companies who ignore design
have to compete on price. In
companies where design is integral,
only
do.

40%

46%

33%

80%

of design-led businesses have
opened up new markets in the last 3
overall
years compared with

42%

8
service
9
At the end of this,
you will

1
2
3

Understand why customers as a
stakeholder group present special
challenges to a BA

Understand how your skills can
complement a CX design project if
you’re working with a designer

Understand how you can change
some of your thinking patterns to
do the job if you’re on your own
have something to concentrate on to
become completely indispensable
10
Customers bring special challenges to the BA
lifecycle
understanding

Context
defining the

Problem
Requirements
and establishing

defining the

Solution

11
unique
challenging
just a bit different

12
As a BA,
what’s different for you?

13
the challenges of

Context

in customer experience

14
Their context is open,
fuzzy, multi-faceted
and complex

15
Business context can be modelled
Store
1

eg: Business domain modelling

1

Sale

Register
Captured on
1
1

1
Paid by

Initiated by

1

Payment

Customer
1

16
Open, fuzzy, multi-faceted, complex

dog

Love

sporting team

partner

secret dreams
pet hate

Control

chores on my list

my job

money

irrational love of gadgets
hobby

elderly parent

health

insecurity
that cool ad I saw

17
As a BA,
what’s different for you?

18
Sensemaking

19
Solution defining starts with divergent thinking.
…most of which will be wrong – and that’s ok.

But where do the insights come from?

It will enable learning.

early research with customers and inside the
business’ Systems will yield loads of data.
Visualised.
Problems will be identified.
Look for insights, patterns, groupings, etc…

Waiting for Malcom Gladwell BLINK-style flashes
of inspiration.
This can be uncomfortable for Bas.

this is the process that led to insights about
CONTROL for Virgin.
This is the process that led to insights about
‘lifestyle choices’ for Pfizer re: the nicotine patch.

20
Hypothesis:
People expect more control…

21
But without Understanding
Context, you can get it
horribly wrong…
22
They are in a
decision lifecycle

23
The customer decision journey

24
How do I…
Elicit
Represent
Trace
respond

25
Start from the
customer journey

26
Swimlanes on a
process map don’t
show the customer
experience journey

27
Put in a process flow
spot the touchpoints

you can’t

28
experience

29
As experience is made up of

30
Customer touch points..
Find out
about a
special
travel offer

Touchpoint: a single point of
contact or interaction
between a customer and a
supplier of products or services

Receive a
boarding
pass

Get details
of the
special offer

Check in to
the flight

Get flight
departure
information

Enter the
plane

Comment to
friends on travel
experience

Make a travel
booking to take
advantage of the
offer

Check in
luggage

Receive the
receipt &
itinerary

Receive
in flight
service

Retrieve
luggage

31
..which become experience touch lines

Receive the
receipt &
itinerary

Make a travel
booking to take
advantage of the
offer

Get flight
departure
information

Receive a
boarding
pass

Check in to
the flight

Check in
luggage

Receive
in flight
service

Enter the
plane

Comment to
friends on travel
experience

Retrieve
luggage

Finish

Start
Find out
about a
special
travel offer

Get details
of the
special offer

32
DIGITAL

PHYSICAL

Comment to friends
on travel experience

Retrieve luggage

Receive in flight
service

Enter the plane

Get flight departure
information

Check in luggage

Receive a
boarding pass

Check in to the
flight

Receive the
receipt & itinerary

Make a travel
booking

Get the details of
the special offer

Find out about a
special offer

Experiences are multi-channel

Call centre

Airport
counter

Airport signage

Airport gate

Airport
luggage

In flight

Email

Web site

Mobile

Social media

33
Experiences are emotional- Journey 1
1. My wireless broadband modem has intermittent problems. I try to get help from the telco which supplied it

“A sub-optimal
experience”

34
Experiences are emotional- Journey 2
2. I want to buy some new music online. I have an idea of what I want, but haven’t completely decided

“A near-optimal
experience”

35
Tracing touchlines
Get out of your
comfort zonePre and Postconsumption count
too

37
Experiences have a life cycle
The organisational experience lifecycle
Brand identity building

Issues resolution

Demand stimulation

Feedback management

Expectation setting

Satisfaction monitoring

Calls to action

Sentiment monitoring

Before

Acquire and consume

After

Improvement loop

38
Experiences have a life cycle
The Customer Decision Journey
Brand identity building

Issues resolution

Demand stimulation

Feedback management

Expectation setting

Satisfaction monitoring

Calls to action

Sentiment monitoring

Before

Want

Consider

Acquire and consume

Evaluate

Buy

Experience

After

Advocate

Bond

39
the challenges of

Problem

Definition
and

Requirements
establishment

in customer experience

40
BABOK LISTED ELICITATION METHODS
• Data Dictionary and Glossary
• Brainstorming
• Document Analysis
• Focus Groups
• Interface Analysis
• Interviews
• Observation

• Prototyping
• Requirements Workshops
• Survey/Questionnaire

41
Customers…
don’t always do what you think they do
don’t always do what you tell them to do
don’t always do what they think they do
don’t always do what they say they do

adapted from IDEO

42
They might not know
their own
requirements

43
44
Emphasise different
elicitation

WATCH real-live
customers:
Observation beats
interview

45
“
fine”

No no,
the packaging’s

46
How is this possibly new?

David Tunnicliffe, Arnold & Bolingbroke 2008
47
Here’s his famous quote:

“You can't just ask customers what they
want and then try to give that to them. By
the time you get it built, they'll want
something new."

48
Here’s his other quote:
“I am not saying that there is lack of
opinion, everyone has one of those,
but what I am saying is that humans
do not understand their own needs
and motivations deeply enough to
communicate them effectively.”

49
They don’t want what
they say

50
“

I gave them everything they
asked for, and they’re still

not happy

”

51
Henry Ford

image: researcharts.com
52
Not knowing what they want
asking

what

lets you play with certain parameters:

More chocolatey?
Less chocolatey?
Thicker?
Thinner?
Sweeter?
Colder?

Bigger?
Healthier?
53
Ask different
questions:
What is the JOB the
feature is
performing?

54
Changing context
asking

why

can provide different understanding…

What JOB is it doing?
Does that context change?

and can open up new possibilities
for unlocking value:

55
The customer is
situational –
Requirements can
change with context

56
When defining
‘personas’, be aware
that context might
yield more than one
persona per
individual

57
Sometimes
customers can not be
specific

58
BABOK CHARACTERISTICS OF GOOD
REQUIREMENTS
• Cohesive
• Complete
• consistent

• correct
• modifiable
• unambiguous
• feasible
• testable

59
“

Please plan me a
good

Scenic Route”

60
Embrace fuzziness

61
the challenges of

Solution

Definition
in customer experience

62
The bigger picture
Business
Requirements

Current state
to Target State

Problem
Stakeholder
Requirements

Solution

Non Functional
Requirements

Functional
Requirements

Transition
Requirements

63 63
what happens now

Use Case Model
Hire
someone
Hire
someone

Use Case Document
Details

Prototype Screens
Supports

Fire
someone

Boss
Boss

Fire
someone

Process Flow Diagrams
Supports

64
The currency for
success of a staged
experience is emotion

65
Net Promoter Score
Experiences have
Feature ‘HARMONICS’

67
THE ENGINE WHISPERER

68
Harmony – the overall effect

69
Apply more ‘System
thinking’

70
How
eat
do you

?

an elephant

71
Customers are
complex, adaptive
systems

72
COMPLEX problems need the right
techniques

73
73
Simple

74
Complicated

75
Complex

76
Manipulating the system

77
There aren’t ‘right’
answers, only ‘better’
answers

78
so what do you

do?

79
Change your ‘mental
map’

80
MAP - BAD METAPHOR

81
81
Sense of direction
Observe
Adjust

82
82
Prototyping and Agile

83
www.marshmallowchallenge.com

84
www.marshallowchallenge.com
85
www.marshallowchallenge.com
86
www.marshallowchallenge.com
87
www.marshallowchallenge.com
88
www.marshallowchallenge.com
89
www.marshallowchallenge.com
90
www.marshallowchallenge.com
91
www.marshallowchallenge.com
92
www.marshallowchallenge.com
93
www.marshallowchallenge.com
94
www.marshallowchallenge.com
95
www.marshallowchallenge.com
96
www.marshallowchallenge.com
97
www.marshallowchallenge.com
98
www.marshallowchallenge.com
99
www.marshallowchallenge.com
100
www.marshallowchallenge.com
101
It’s not about

Defining
It’s about

Exploring
102
ANOTHER EXAMPLE

103
CASE STUDY

Geoscience Australia
Discovery tool

Challenge

170 different discovery tools

Vision

Improve client service
Reduce maintenance costs

Approach

Focus on the customer
104
CASE STUDY

Personas

Geoscience Australia
Discovery tool

10 customer segments
• Behaviour
• Motivators
• Background

• Needs
• Goals
105
CASE STUDY

Geoscience Australia
Discovery tool

Persona example
Teresa - Geologist
A Large Mining Corporation (ALMC)

“…“I want all of the data ASAP and
“Reliable system performance is
I want timely updates of when it
what we need…”
changes.”
Visa Processing Officer (VPO)

106
CASE STUDY

Geoscience Australia
Discovery tool

Persona example
Wal - Retired Geologist
Member of the General Public

“Reliable system performance is
“…I need to find out everything I
what we need…”
can about the areas I want to visit.”
Visa Processing Officer (VPO)

107
CASE STUDY

Geoscience Australia
Discovery tool

Tell the user’s story

108
CASE STUDY

Geoscience Australia
Discovery tool

Wireframes: 1st iteration

109
CASE STUDY

Geoscience Australia
Discovery tool

Wireframes: 2nd iteration

110
CASE STUDY

Geoscience Australia
Discovery tool

Visual design

112
CASE STUDY

Geoscience Australia
Discovery tool

113
Use a ‘middle man’

114
“Classic

but
a
bit

Funky”
115
“Surprising
Yummy”
and

116
“Intuitive”

image: film260.com

117
The thinking is
different

118
BA’s job is to NOT
think like normal
people

119
CX – job is to think
like normal people
– MORE like
normal people
than normal
people do

120
Thought experiment

121
c=

r
122
“Hmmmm. what if?”

“Does it feel right?”

INTUITIVE
RATIONAL

“WHY THIS, and
is it doable?”

1st take what FEELS right (INTUITIVE)
Then INTERROGATE it against constraints, impact, feasibility.
ITERATE between analysis, synthesis, intuition, metrics….
123
Your job –
3 lenses

124
YOUR 3
SOLUTION LENSES

x3

What they want –
The hard, unfamiliar
one
Great value
Constraints
Traceability –
impact,
coverage

Afterwards – good
Up-front – great
You can save a
project here

125
NOTION – TREND – more channels more
Customer Experience Let’s do an
complication

Yeah!

More channels – more ways to go
wrong.

Think about your email filing.
Creating taxonomically satisfying
filing system isn’t the same as
making your email easy to find.
All your nested folders etc… just
creates more places that mail might
NOT BE!

iPad

Similarly, just because you CAN
make an iphone ap, a phone contact
capability, live-chat customer service,
interactive web site, facebook profile,
Google Plus presence, Twitter
contact and iPad and android
microsites doesn’t mean you
should….

app

UNLESS YOU’RE PREPARED FOR
THE RESULTING LOGARITHMIC
INCREASE IN INTERNAL
COMPLICATION

Gmail – one folder, great search

pretty

(A BA can help model this and make
it real to the over zealous “if you
build it they will come” sponsor)

126
Want to be worth your weight in

GOLD?

127
Learn to turn
abstractions into
dollar$

128
129
is a principal consultant of
Business Performance Improvement
at SMS Management & Technology
An Australian professional services firm
Empowering business
+61 406 165 584
@clarityrules
www.smsmt.com

130

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