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Vivek Bedi
Building Unique
Experiences For
Your Customers
vivekbedi.com
Goldman Sachs
Northwestern Mutual
Sterling BackCheck
LearnVest
mySwapp
FORTUNE 100 COMPANIES
STARTUPS
Who am I?
AUTHOR, SPEAKER, BOARD MEMBER,
AND DIGITAL LEADER
Three generation
of Bedi boys all use
digital differently!
The experience
was broken!
It didn't work for
all types of
customers.
Let's pretend you are
the product manager,
what would you do to
try to solve this?
GENDER
RACE
AGE
REGION
MANY MORE..
Who is your
customer?
The Secret ? THE "EEFP" PROCESS
Empathize
Experiment
Fail
Personalize
1.
2.
3.
4.
Empathize
Talk to different types of
customers
Put yourself in their shoes
Ask about their concerns and
why they have them
Train your brain to role-play
Compromise (it's not the end
of the world)
We had our advisors spend
time with PMs and draw
problems and learn product
constraints.
We had PMs sit in on sales
meetings and learn the art
of sales.
#my-empathy-fail
Helping founder create a
cancer app.
My assumption was to build
an app that provides
recommendations to
content, resources, medical
needs, etc. - I was wrong!
#another-empathy-fail
Some Tips
GET BETTER AT EMPATHIZING WITH CUSTOMERS
SHADOW SESSIONS (MAKE IT DIVERSE)!
TALK TO MOCK USERS (NOT JUST YOUR CUSTOMERS)
ASK OPEN ENDED QUESTIONS - SPARK EMOTION
WALK THROUGH YOUR EXPERIENCE AS THEM
Experiment
Try different versions of your
experience
Analyze how customers
react
Try to take the best of
different experiences
Run different tests
Women in product is under-
represented.
Providing them education
seems like a no-brainer.
But many questions came
up?
#my-experimentation-
fail
Providing real-time insights
on your finances is the
name of game.
What if we used predictive
to start sending
recommendations?
#my-ai-experimentation-
fail
Some Tips
GET BETTER AT EXPERIMENTING
DON'T ASSUME ANYTHING (THINK OUTSIDE THE BOX)
USE A MIX OF EXPIRMENTAL TOOLS & STRATEGY
UNDERSTAND WHY AN EXPERIMENT FAILED
USE YOUR OWN STUFF! (AND ASK YOUR FRIENDS
TO)
Failure
It's okay to get something
wrong but what did you
learn from it
Understanding why
something failed
Dealing with failure
Motivate the team during
failure
We showed how
customers wanted to
pay.
Highlighted security
concerns.
Then offered added
features.
#admit-and-shift
Some Tips
GET BETTER AT DEALING WITH FAILURE
SET A STANDARD THAT WE SEEK TO FAIL!
HAVE RETRO SESSIONS (NOT BLAME SESSIONS)
ITERATE QUICKLY!
MOTIVATE THE TEAM
Personalize
Compromise is key
Create experiences that
work for most of your
customers
Try to add features that help
instead of big massive
changes
Make customers feel special
Provided options for
pie charts and bar
charts and gave user
the options.
#my-personalization-fail
Some Tips
GET BETTER AT PERSONALIZING
ASK FEEDBACK ON NEGATIVE (NOT JUST POSTIVE)!
ADD ITERATIONS THAT HELP A WHOLE NEW GROUP
ADD SMALL CELEBRATIONS, DESIGN, & ELEMENTS
MAKE THEM FEEL LIKE A HERO (OF GIVE THEM A
NUDGE)
Don't get married to
your product!
Keep perspective and
find a calm soul.
All customers matter.
Some Habits I Adopted
OBSERVE AND PRACTICE THESE FOR YOURSELF
Meet with folks you rarely
engage with and ask for
real feedback and ways to
improve.
TWO COFFEE CHATS
A DAY!
Get out sticky-notes and
use them for your next few
meetings to brainstorm
ideas.
HAVE WORKSHOPS.
Find time to watch people
work. Shadow them step
by step and learn what
works and doesn't work.
BALANCE DATA AND
SHADOW SESSIONS
Useful Everyday Tips
TO TRY ON THE JOB
How do we become
more effective
products in our career?
FOCUS ON THE SKILLS WE REALLY NEED
TO SUCCEED
HOW I CAN
HELP?
CAREER ADVANCEMENT IS NOT EASY
(IT'S ACTUALLY REALLY HARD).
Coach, Mentor, or Advisor
Talks or Speaking
Interactive Workshops
Writing & Blogs
Networking
Listening..
1.
2.
3.
4.
5.
6.
VIVEKBEDI.COM
VIVEKBEDI@GMAIL.COM
"To build great
products you first
need to build a
great you."
FINAL WORDS
The Secrets to Building Unique, Personalized Experiences For Your Customers

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The Secrets to Building Unique, Personalized Experiences For Your Customers

  • 1.
  • 2.
  • 3.
  • 4.
  • 6. vivekbedi.com Goldman Sachs Northwestern Mutual Sterling BackCheck LearnVest mySwapp FORTUNE 100 COMPANIES STARTUPS Who am I? AUTHOR, SPEAKER, BOARD MEMBER, AND DIGITAL LEADER
  • 7. Three generation of Bedi boys all use digital differently! The experience was broken! It didn't work for all types of customers.
  • 8. Let's pretend you are the product manager, what would you do to try to solve this?
  • 10. The Secret ? THE "EEFP" PROCESS Empathize Experiment Fail Personalize 1. 2. 3. 4.
  • 11. Empathize Talk to different types of customers Put yourself in their shoes Ask about their concerns and why they have them Train your brain to role-play Compromise (it's not the end of the world)
  • 12. We had our advisors spend time with PMs and draw problems and learn product constraints. We had PMs sit in on sales meetings and learn the art of sales. #my-empathy-fail
  • 13. Helping founder create a cancer app. My assumption was to build an app that provides recommendations to content, resources, medical needs, etc. - I was wrong! #another-empathy-fail
  • 14. Some Tips GET BETTER AT EMPATHIZING WITH CUSTOMERS SHADOW SESSIONS (MAKE IT DIVERSE)! TALK TO MOCK USERS (NOT JUST YOUR CUSTOMERS) ASK OPEN ENDED QUESTIONS - SPARK EMOTION WALK THROUGH YOUR EXPERIENCE AS THEM
  • 15. Experiment Try different versions of your experience Analyze how customers react Try to take the best of different experiences Run different tests
  • 16. Women in product is under- represented. Providing them education seems like a no-brainer. But many questions came up? #my-experimentation- fail
  • 17. Providing real-time insights on your finances is the name of game. What if we used predictive to start sending recommendations? #my-ai-experimentation- fail
  • 18. Some Tips GET BETTER AT EXPERIMENTING DON'T ASSUME ANYTHING (THINK OUTSIDE THE BOX) USE A MIX OF EXPIRMENTAL TOOLS & STRATEGY UNDERSTAND WHY AN EXPERIMENT FAILED USE YOUR OWN STUFF! (AND ASK YOUR FRIENDS TO)
  • 19. Failure It's okay to get something wrong but what did you learn from it Understanding why something failed Dealing with failure Motivate the team during failure
  • 20. We showed how customers wanted to pay. Highlighted security concerns. Then offered added features. #admit-and-shift
  • 21. Some Tips GET BETTER AT DEALING WITH FAILURE SET A STANDARD THAT WE SEEK TO FAIL! HAVE RETRO SESSIONS (NOT BLAME SESSIONS) ITERATE QUICKLY! MOTIVATE THE TEAM
  • 22. Personalize Compromise is key Create experiences that work for most of your customers Try to add features that help instead of big massive changes Make customers feel special
  • 23. Provided options for pie charts and bar charts and gave user the options. #my-personalization-fail
  • 24. Some Tips GET BETTER AT PERSONALIZING ASK FEEDBACK ON NEGATIVE (NOT JUST POSTIVE)! ADD ITERATIONS THAT HELP A WHOLE NEW GROUP ADD SMALL CELEBRATIONS, DESIGN, & ELEMENTS MAKE THEM FEEL LIKE A HERO (OF GIVE THEM A NUDGE)
  • 25. Don't get married to your product! Keep perspective and find a calm soul. All customers matter. Some Habits I Adopted OBSERVE AND PRACTICE THESE FOR YOURSELF
  • 26. Meet with folks you rarely engage with and ask for real feedback and ways to improve. TWO COFFEE CHATS A DAY! Get out sticky-notes and use them for your next few meetings to brainstorm ideas. HAVE WORKSHOPS. Find time to watch people work. Shadow them step by step and learn what works and doesn't work. BALANCE DATA AND SHADOW SESSIONS Useful Everyday Tips TO TRY ON THE JOB
  • 27. How do we become more effective products in our career? FOCUS ON THE SKILLS WE REALLY NEED TO SUCCEED
  • 28. HOW I CAN HELP? CAREER ADVANCEMENT IS NOT EASY (IT'S ACTUALLY REALLY HARD). Coach, Mentor, or Advisor Talks or Speaking Interactive Workshops Writing & Blogs Networking Listening.. 1. 2. 3. 4. 5. 6.
  • 29. VIVEKBEDI.COM VIVEKBEDI@GMAIL.COM "To build great products you first need to build a great you." FINAL WORDS