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Experience
Tapestry
SDN GLOBAL CONFERENCE 2020
Designing for Interdependent Moments 

in Multi-Actor Ecosystems
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Your Facilitators
CAROL MASSÁ
Service Designer
JEFF HARRIS
Service Designer
PATRICK QUATTLEBAUM
CEO & Co-Founder
Harmonic Design: 

a service design firm 

for today’s complexity.
We go wide and deep with organizations,
together reimagining their services from
value proposition to experience; from
operations to outcomes; and from
capabilities to culture.
• Understand concepts and perspectives
for going beyond customer-centricity
• Learn a simple method — Experience
Mesh — for modeling interdependent
moments in a service experience
• Facilitate colleagues through mapping
intersecting, multi-actor pathways and
identifying opportunities for increasing
collective benefit
• Understand how to connect this
approach connects with other service
design methods
W O R K S H O P 

O B J E CT I V E S
I NT R O D U CT I O N
Triggers:
Word of 
mouth 
(Friends)
Family
Finding 
my 
agent
Setting up a 
time to talk 
to my 
agent
Learning 
about my 
options
Receiving 
my order 
summary
Agreeing 
to terms
Choosing 
the service 
I want
Reviewing 
personal 
info
Required 
by 
landlord
Comparing 
multiple 
offers
Learning 
about 
coverages
Understanding 
landlord 
requirements 
in order to 
meet them
Feeling pressured to make 
a decision
How do you 
know when you 
are working 
with the right 
agent?
Having a get-
to-know-me 
conversation 
with the Agent
key
Deciding 
what I 
want
Checking 
my 
inventory
Receiving 
advice from 
agent
key
Discussing 
payment 
plan 
options
Signing 
agreement
Understanding 
my options
Finding 
out about 
eligibility
Getting a  
notification 
about new 
customer
key
Scheduling 
meeting
Meeting 
with 
Customer
Providing 
options to 
customers
Confirming 
basic 
information
Offering 
additional 
products/
services
Confirming 
application 
info w/ 
customer
Providing 
verbal 
order 
summary
Asking for 
payment 
info
Identifying 
possible 
service 
options
Consulting 
on best  
options
Having a 
conversation 
w/ customer 
about needs
Asking 
underwriting 
questions
Entering 
customer 
info
Providing 
the 
customer a 
quote
Refining 
the 
customer 
quote
Billing system 
is not where 
we want it to 
be in the 
future
Providing 
personal 
info
Consultation Event
Feeling that I'm being 
understood.
Feeling I'm getting 
personalized customer 
service.
Trust aspect to
this interaction
Building trust with my 
agent, feel that I'm being 
heard.
Exit
After this conversation, I 
feel confident that I know 
what I need.
I understand what my 
options are and I know 
where to get what I need
how and 
where will 
customers pay 
in the future?
Discussing 
terms/agreement 
with spouse 
before agreeing
How is this 
moment 
handled?
Getting in 
touch with 
customer
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Agenda
Experience Tapestry (10’)
Concepts & perspectives 

for today’s service designer
Experience Mesh (10’)
Collaborative sensemaking for
multi-actor service experiences
Small Group Activity (80’)
Getting hands on with
Experience Mesh
Meshing with Other Methods (15’)
How Mesh complements other 

service design methods and Q&A
2
4
3
1
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Tools We Will Be Using
PRESENTATIONS AND
VIDEO/AUDIO FOR
DISCUSSIONS
SMALL GROUP 

ACTIVITY
SMALL GROUP

ACTIVITY
Experience Tapestry
Concepts & perspectives for today’s service designer
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Storytelling and 

Human Experience
Throughout time, humans have told
stories to share their experiences and
collectively process seemingly
connected and unconnected events in
order to build knowledge, adapt, and
thrive in a complex world.
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
The Many Threads 

of Tapestries
A tapestry is a visual narrative that is
constructed from many threads, both
metaphorical (many stories) and literal
(many strands of linen wool or cotton).
Many tapestries portray a collection of
shared moments of many people within
a specific context.
A dynamic service ecosystem of
interweaving human stories in
which many actors seek and
create value moment by moment
over time.
EXPERIENCE 

TAPESTRY
Source: https://www.metmuseum.org/art/collection/search/467638
Service designers act as a weaver,
orchestrating many stakeholders
through understanding today’s
stories and reimagining
tomorrow’s stories. It’s an
invaluable activity in organizations
to design for maximum value
creation through service in a
complex and ever-changing world.
Four principles inform this
emerging perspective.
SERVICE DESIGNER 

AS WEAVER
Source: https://www.ikfoundation.org/uploads/image/2-medieval-3-weaver-e28093-nc3bcrnberg-c-1425.jpg
BECAUSE…
The Customer and Business dyad
and generic customer-centric
thinking do not reflect the dynamic
systems of value creation
SERVICE DESIGNERS MUST…
Lean harder into ecosystem and
actor-to-actor mindsets, concepts,
and methods. Help organizations
embrace–not oversimplify–the
complexity of the world around us
to create better outcomes.
1. POLYCENTRISM
Go deeper:  Polycentrism in fields such as Economics, Governance, and Urban Design
Actor
Actor
Actor
Actor
Customer
Actor
Actor
Actor
Actor
Actor
Actor
Actor
BECAUSE…
Value is cocreated through
collective experience and a
complex web of relationships
SERVICE DESIGNERS MUST…
Codify how each actor
experiences the service and
defines value from their
perspective. Design adaptive
services to respond to changing
definitions of value and produce
desirable outcomes for all actors.
2. VALUE COCREATION
Go deeper: Lusch and Vargo, Service Dominant Logic
Customer Business
Goods-Dominant Logic
Service-Dominant Logic
Multiple transactions = Relationship
Orchestrating multiple relationships
results in value cocreation
Customer Employee
Employee
Employee
Partner
Third Party
Third Party
VS.
Service Moment
BECAUSE…
Experience is integral to (not an
output of) value cocreation
SERVICE DESIGNERS MUST…
Develop better models for defining
multi-actor experience dynamics.
Use moments as an evergreen
building block to ensure the needs
and desired experiences of people
inform and inspire service strategy,
design, and delivery.
3. MOMENTS MATTER
Go deeper: Risdon & Quattlebaum, Orchestrating Experiences
Customer
Employee
Functional Needs

Emotional Needs

Social Needs

Desired outcomes
Service Moment
Value Cocreation
BECAUSE…
Service organizations must manage
fit among strategies, activities, and
capabilities with value expectations
SERVICE DESIGNERS MUST…
Connect the dots across journeys,
services, and actors… and internal
silos and capabilities. Use
moments to construct a human-
centered architecture that helps
ensure more predictable value
cocreation.
4. SERVICES ARE FOR PEOPLE
Risdon & Quattlebaum, Orchestrating Experiences
Business Strategy
Moment Architecture
Business Strategy
Operational and Technology Capabilities
Moment Moment that Matters Critical Cocreation Connections
Key
Customer
Employee
Partner
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Experience Tapestry Toolbox
Experience Mesh Ecosystem Mapping
Design research 

(360-degrees of all 

actors, not just customer)
Multi-Actor 

Value Propositions
Jobs to Be Done 

(adapted to be 

less product-centric)
Experience Mapping 

(adapted for 

non-linear, multi-actor)
Moment Architecture 

and Moment Briefs
Service Blueprinting
Stories from 

the Future 

(multi-actor, non-linear)
Experience Mesh
Collaborative sensemaking for multi-actor service experiences
Simple sense-making technique driven by a storytelling
activity that combines multiple protagonists’ stories in
one single view of a service experience.
What is Mesh?
Method Overview
What is Mesh for?
Method Overview
To identify opportunities for
optimizing and reimagining
service experiences across the
organization
To surface individual and
collective needs to align on
opportunities across the
organization
To visualize experience gaps
across actors (e.g, waiting or
communication gaps) at a larger
ecosystem scale
To evaluate interdependent
and shared moments among
actors in a sequence of time
• A deliverable
• Driven by technical requirements
• About the details (it’s about
understanding of each actor’s
experience and needs)
What isn’t Mesh?
Method Overview
When to use it?
Early in the
process to build
alignment across
stakeholders on
key areas of focus
Things to consider
Scope and Participants
What types of
projects?
Cross-collaborative
initiatives that can
benefit from inside-
out/outside-in
perspectives
Who to invite?
Consider working
with 3-4 actors at
a time and select
SMEs that can
represent the
selected actors
Roles in the session
• Main facilitator
• Small group facilitator(s)
• Note Taker(s)
• SMEs
• Mix level of participants
Work in
separate small
groups and
describe each
actors’
experiences
How does it work?
Pre-session:
Core Team
Members
decide which
actors would
best fit the
project scope
Share out
stories from
each
protagonists
and facilitate
entire group
discussion



*make sure to take
notes about findings
Call out
interdependent
and shared
moments
across actors
Vote on which
opportunity
areas to
investigate
further
Post-session:
Select the best
method to help
solve for the
challenges
represented in
the mesh
1 2 3 4
5 6 7
Identify key
moments of
each actor’s
stories
B2B2C In-person: Three (3) actors
Triggers:
Word of 
mouth 
(Friends)
Family
Finding 
my 
agent
Setting up a 
time to talk 
to my 
agent
Learning 
about my 
options
Receiving 
my order 
summary
Agreeing 
to terms
Going 
about 
my day
Receiving 
log-in email 
invitation
Receiving 
welcome 
package
Creating 
account
Choosing 
the service 
I want
Reaching 
out for 
general 
inquiry
Reviewing 
personal 
info
Receiving 
first bill
Paying 
my first 
bill
Receiving 
follow-up from 
agent (yearly, 
monthly?)
Required 
by 
landlord
Comparing 
multiple 
offers
Learning 
about 
coverages
Understanding 
landlord 
requirements 
in order to 
meet them
Feeling pressured to make 
a decision
How do you 
know when you 
are working 
with the right 
agent?
Having a get-
to-know-me 
conversation 
with the Agent
key
Deciding 
what I 
want
Checking 
my 
inventory
Receiving 
advice from 
agent
key
Discussing 
payment 
plan 
options
Signing 
agreement
Telling 
roommates about 
experience 
signing up with 
insurance 
company
Understanding 
my options
Finding 
out about 
eligibility
Getting 
copy of 
signed 
agreement
Making 
down 
payment
Getting a  
notification 
about new 
customer
key
Scheduling 
meeting
Meeting 
with 
Customer
Providing 
options to 
customers
Confirming 
basic 
information
Offering 
additional 
products/
services
Confirming 
application 
info w/ 
customer
Providing 
verbal 
order 
summary
Asking for 
payment 
info
Sending 
email for 
account 
creation
Application
approval 
process
Identifying 
possible 
service 
options
Consulting 
on best  
options
Having a 
conversation 
w/ customer 
about needs
Following-
up with 
Customer
Asking 
underwriting 
questions
Talking with 
customer 
yearly to 
discuss 
renewing
Entering 
customer 
info
Providing 
the 
customer a 
quote
Refining 
the 
customer 
quote
Billing system 
is not where 
we want it to 
be in the 
future
Communication 
channel varies 
by agent 
comfort level
Dependency 
on agent 
technological 
capabilities
Look for 
cross-sell 
opportunities
Referrals
Providing 
personal 
info
Consultation Event
Feeling that I'm being 
understood.
Feeling I'm getting 
personalized customer 
service.
Trust aspect to
this interaction
Building trust with my 
agent, feel that I'm being 
heard.
Exit
After this conversation, I 
feel confident that I know 
what I need.
I understand what my 
options are and I know 
where to get what I need
how and 
where will 
customers pay 
in the future?
Discussing 
terms/agreement 
with spouse 
before agreeing
How is this 
moment 
handled?
Getting in 
touch with 
customer
B2B2C Remote: Two (2) actors
B2C Remote: Four (4) actors
Confirming 
if order is 
ready
Confirming 
customer 
info
Receiving 
customer 
call
Providing a 
waiting 
time 
estimate
REPETITIVE PATTERN
Confirming 
customer 
info
Receiving 
customer 
call
Providing a 
waiting 
time 
estimate
Confirming 
if order is 
ready
REPETITIVE PATTERN
Receiving 
the order
Shopping 
items from 
the order
Confirming 
item 
inventory
Completing 
order
Sending 
customer a 
text message 
to confirm 
item swap
Receiving 
the order
Shopping 
items from 
the order
Confirming 
item 
inventory
Completing 
order
Sending 
customer a 
text message 
to confirm 
item swap
Phone 
Support 
Associate
Customer 
Moments
Pick-up 
Grocery 
Associate
Preparing for 
my visit to 
the grocery 
store.
Going to 
the grocery 
store
Getting 
in pickup 
line
Grocery 
Shoppers
"X"
Receiving 
the order
Shopping 
items from 
the order
Confirming 
item 
inventory
Parking 
in pickup 
spot
Contacting 
pickup 
associate
Preparing 
car for 
groceries
Waiting
Receiving 
the order 
receipt
Sanitizing
Receiving 
groceries
Going 
home
Handing-
off order 
receipt
Loading 
customer 
car with 
groceries
Placing 
my 
order
Completing 
order* 
(system 
trigger)
Sending 
customer a 
text message 
to confirm 
item swap
Receives 
notification 
about order 
completion
Receives 
customer's 
pick-up spot 
number
Picking up 
customer 
order and 
receipt
Handing-
off order 
receipt
Loading 
customer 
car with 
groceries
Confirming 
customer 
order is 
ready
Picking up 
customer 
order and 
receipt
Confirming 
customer 
info
Receiving 
customer 
call
Providing a 
waiting 
time 
estimate
Confirming if 
order is ready* 
(system 
trigger)
Confirming 
customer 
info
Receiving 
customer 
call
Providing a 
waiting 
time 
estimate
Confirming 
if order is 
ready
REPETITIVE PATTERN
REPETITIVE PATTERN
REPETITIVE PATTERN
REPETITIVE PATTERN
Emphasizes the
emotional experiential
side of multi-actor
stories going beyond a
single protagonist
How this differs from other methods
Lower learning curve for
non designers to
engage with compared
to journey mapping/
ecosystem mapping/
blueprinting
Provides a space for
discovery that accounts
for more than one actor’s
needs
Unlike service blueprints,
does not require
defining experience
details (e.g. frontstage/
backstage/support systems)
• SMEs in the room/session
• Have conducted stakeholder
interviews and refined project
objectives
• Identified key criteria to select
opportunity areas
• 2 session w/ 2-4hrs
In real life
About your experience in this workshop
Today
• Harmonic will represent the
SMEs in the room/session
• Harmonic has selected a general
global topic to work with
• Harmonic pre-defined high-level
criteria for selection
• 80min session
28
Let’s Go!
Small Group Activity
Getting hands on with Experience Mesh
1. Everyone, go over demo journey
2. Individually, find your artboard in Miro and click on video link

- Watch your actor’s videos and describe journey
3. In small groups, share out individual journeys

- Select one of them and choose three (3) key moments per actor
4. Everyone, share out each actor’s stories

- Go over additional actor’s journey

- Identify interdependent and shared moments

- Individually, vote on your top three (3) opportunity areas
Small group logistics (duration: 80min)
Demo
Journey
• Listen to the video and describe the
step-by-step journey of the new hire
• Write one step per post-it
• Reflect
• Find your individual board and click
on the video link
ACTIVITY
Everyone
MINUTES
10
Build Your
Protagonist’s
Journey
• Listen to the video and describe the
step-by-step journey of your
designated actor
• Write one step per post-it
ACTIVITY
Individually
MINUTES
15
Reflection
about method
How was it?
What was new to you?
What was different?
What was challenging?
ACTIVITY
MINUTES
5
Everyone
Group 2: 10-Minute Break
Share out and
select key
moments
• Share-out your own version
• Select one journey as a starting point
• Individually, vote your top 3 key
moments of this protagonist journey
• Discuss why are those key moments
ACTIVITY
MINUTES
10
Group 1: HR
Group 1: 10-Minute Break
Share out and
select key
moments
• Share-out your own version
• Select one journey as a starting point
• Individually, vote your top 3 key
moments of this protagonist journey
• Discuss why are those key moments
ACTIVITY
MINUTES
10
Group 2: Hiring Manager
Share
and Mesh
• Present your actor's high-level story
and call out your top 3 key moments
• Go over new hire actor’s journey
• Draw connections between the
different actors
• Reflect and discuss about
interdependent and shared moments
ACTIVITY
Everyone
MINUTES
15
up a 
talk 
y 
t
Learning 
about my 
options
Receiving 
my order 
summary
Agreeing 
to terms
Going 
about 
my day
Receiving 
log-in email 
invitation
Receiving 
welcome 
package
Creating 
account
Reaching 
out for 
general 
inquiry
Reviewing 
personal 
info
Receiving 
first bill
Paying 
my first 
bill
Receiv
follow-up
agent (y
month
Having a get-
to-know-me 
conversation 
with the Agent
key
Deciding 
what I 
want
Checking 
my 
inventory
Receiving 
advice from 
agent
key
Discussing 
payment 
plan 
options
Signing 
agreement
Telling 
roommates about 
experience 
signing up with 
insurance 
company
Understanding 
my options
Finding 
out about 
eligibility
Getting 
copy of 
signed 
agreement
Making 
down 
payment
Providing 
options to 
customers
Confirming 
basic 
information
Offering 
additional 
products/
services
Confirming 
application 
info w/ 
customer
Providing 
verbal 
order 
summary
Asking for 
payment 
info
Sending 
email for 
account 
creation
Application
approval 
process
Following-
up with 
Customer
Talking
custom
yearly
discu
renew
Providing 
the 
customer a 
quote
Refining 
the 
customer 
quote
Billing system 
is not where 
we want it to 
be in the 
future
Communication 
channel varies 
by agent 
comfort level
Dependency 
on agent 
technological 
capabilities
Look for 
cross-sell 
opportunities
Referrals
Providing 
personal 
info
Consultation Event
Feeling that I'm being 
understood.
Feeling I'm getting 
personalized customer 
service.
Trust aspect to
this interaction
Building trust with my 
agent, feel that I'm being 
heard.
Exit
After this conversation, I 
feel confident that I know 
what I need.
I understand what my 
options are and I know 
where to get what I need
how and 
where will 
customers pay 
in the future?
Discussing 
terms/agreement 
with spouse 
before agreeing
How is this 
moment 
handled?
Choose
Opportunity
Areas
• Individually, choose three (3) key
opportunity areas according to the
desired outcomes
• Reflect and discuss about findings
ACTIVITY
Everyone
MINUTES
5
up a 
talk 
y 
t
Learning 
about my 
options
Receiving 
my order 
summary
Agreeing 
to terms
Going 
about 
my day
Receiving 
log-in email 
invitation
Receiving 
welcome 
package
Creating 
account
Reaching 
out for 
general 
inquiry
Reviewing 
personal 
info
Receiving 
first bill
Paying 
my first 
bill
Receiv
follow-up
agent (y
month
Having a get-
to-know-me 
conversation 
with the Agent
key
Deciding 
what I 
want
Checking 
my 
inventory
Receiving 
advice from 
agent
key
Discussing 
payment 
plan 
options
Signing 
agreement
Telling 
roommates about 
experience 
signing up with 
insurance 
company
Understanding 
my options
Finding 
out about 
eligibility
Getting 
copy of 
signed 
agreement
Making 
down 
payment
Providing 
options to 
customers
Confirming 
basic 
information
Offering 
additional 
products/
services
Confirming 
application 
info w/ 
customer
Providing 
verbal 
order 
summary
Asking for 
payment 
info
Sending 
email for 
account 
creation
Application
approval 
process
Following-
up with 
Customer
Talking
custom
yearly
discu
renew
Providing 
the 
customer a 
quote
Refining 
the 
customer 
quote
Billing system 
is not where 
we want it to 
be in the 
future
Communication 
channel varies 
by agent 
comfort level
Dependency 
on agent 
technological 
capabilities
Look for 
cross-sell 
opportunities
Referrals
Providing 
personal 
info
Consultation Event
Feeling that I'm being 
understood.
Feeling I'm getting 
personalized customer 
service.
Trust aspect to
this interaction
Building trust with my 
agent, feel that I'm being 
heard.
Exit
After this conversation, I 
feel confident that I know 
what I need.
I understand what my 
options are and I know 
where to get what I need
how and 
where will 
customers pay 
in the future?
Discussing 
terms/agreement 
with spouse 
before agreeing
How is this 
moment 
handled?
Final
reflection
How was it?
What was new to you?
What was different?
What was challenging?
What’s next?
ACTIVITY
MINUTES
5
Everyone
Meshing with Other Methods
How Mesh complements other service design methods and Q&A
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Meshing with other methods
• Early opportunity identification and ideation
• Ecosystem Mapping
• Jobs, Pains, Gains
• Contextual Research
• Service Blueprinting
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Early Opportunities and Ideation
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
M
M
M
M
M M
M M
M M
M
M
M
M
Moments
Actors
M
M M M M
M M M
M M M
M M
M
M M
M
M M M M M
M M
ACTOR 1
ACTOR 2
ACTOR 3
ACTOR 4
M
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Early Opportunities and Ideation
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
M
M
M
M
M M
M M
M M
M
M
M
M
Moments
Actors
M
M M M M
M M M
M M M
M M
M
M M
M
M M M M M
M M
ACTOR 1
ACTOR 2
ACTOR 3
ACTOR 4
Mesh for Opportunities
• Shared Moments
• Conflicting Moments
• Gaps
• Define the opportunity
• Brainstorm initial thoughts
M
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Early Opportunities and Ideation
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
M
M
M
M
M M
M M
M M
M
M
M
M
Moments
Actors
M
M M M M
M M M
M M M
M M
M
M M
M
M M M M M
M M
ACTOR 1
ACTOR 2
ACTOR 3
ACTOR 4
Mesh for Opportunities
• Shared Moments
• Conflicting Moments
• Gaps
• Define the opportunity
• Brainstorm initial thoughts
M
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Early Opportunities and Ideation
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
M
M
M
M
M M
M M
M M
M
M
M
M
Moments
Actors
M
M M M M
M M M
M M M
M M
M
M M
M
M M M M M
M M
ACTOR 1
ACTOR 2
ACTOR 3
ACTOR 4
Mesh for Opportunities
• Shared Moments
• Conflicting Moments
• Gaps
• Define the opportunity
• Brainstorm initial thoughts
HMW HMW HMW HMW
M
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Early Opportunities and Ideation
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
M
M
M
M
M M
M M
M M
M
M
M
M
Moments
Actors
M
M M M M
M M M
M M M
M M
M
M M
M
M M M M M
M M
ACTOR 1
ACTOR 2
ACTOR 3
ACTOR 4
HMW HMW HMW HMW
OUTCOMES
finding and
recognizing the
new hire to
escort them in
Functional
feeling
physically and
emotionally
safe
emotional
Get the
equipment I need
to do my job in a
timely and
efficient manner
Functional
Be confident and
knowledgeable
about the set up
process and who to
ask if I have any
questions or issues
emotional
successfully
accomplish
equipment
request
Get what I
need to be
ready to
start work
making a
meaningful
connection
with new hire
Feel confident
that I've equipped
new hire with the
right equipment
emotional
Deliver all the
equipment needed
for a new hire to
successfully do their
job from day one
Functional
Moment
Meeting with New hire to get badge and laptop
Get technically
setup so I can access
all the systems
needed to
successfully do my
job
Functional
Knowing where to
go and who to
meet to get my
new equipment
Functional
a predictable
schedule so they
can get back to
their other work
Functional
Authenticate user
ID, password and
install
apps/programs
based on hiring
manager request
Functional
Make a good
impression when I
meet the Hiring
Manager for the first
time in person
emotional
knowing
their role in
the process
Functional
being able to
answer the
new hire's
questions
Functional being seen as
competent by
their new
employee
emotional
not being stressed
so they can focus
on their new
employee
emotional
Demonstrate a level
of competency
about my new
technical equipment
emotional
not
disrupting
the rest of
their day
Feel safe
being around
my new
coworkers
emotional
being a team
with to their IT
colleagues to
support the
new hire
support
hiring
manager
needs
Increased
excitement that
they made the
right choice to
join the company
Moment
Getting my laptop
Moment:
Delivering laptop to new hire
Moment
Monitoring Progress
HR
Mgr
Hiring
Mgr
New
Hire
IT
Tech
M
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Early Opportunities and Ideation
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
M
M
M
M
M M
M M
M M
M
M
M
M
Moments
Actors
M
M M M M
M M M
M M M
M M
M
M M
M
M M M M M
M M
ACTOR 1
ACTOR 2
ACTOR 3
ACTOR 4
HMW HMW HMW HMW
M
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Ecosystem mapping
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Actors
Key Activities
Influencing Factors
Artifacts, Touchpoints, Places, Specific Activities
Customer
Roommate
Dependent
Researching
utilities
Searching
for a rental
home
Interacting
with new
landlord
Culture of
local
community
Population
density of
local
Family
Considering
risk for first
time
Getting
advice
Apartment
complex
websites
Rental
listing
aggregators
Influencing Factors
Artifacts, Touchpoints, Places, Specific Activities
Splitting
rent
Getting a
larger
apartment
Moving to
a secure
area
Comparing
rates across
carriers
insurance
Near
work
Near certain
area of town
for personal
interests
Assessing
Renters
Insurance
Comparing
rates across
utility
carriers
Changing
mailing
billing
address
finding local
businesses /
merchants /
amenitites
Signing up for
paperless/ digital
communications
Getting
packages at
new
address
Getting in
touch with
insurance
Agent
Learning what
their best
options are for
rental
insurance
Learning
about what is
offered with
renters
insurance
website
phone
call
Text
Zoom/video
conference
Facebook
messange
r/webchat
providing
proof of
insurance
to landlord
Email
Local or
non-local
landlord
New
Job
Closer
to family
Kids - school
system -
school
selection
Mailer /
brochure
Job loss or
salary cut,
change in
economic
status
Second
property
College
Vacation
home
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Ecosystem informs Mesh
• Identify potential actors
• Relationships to one another
• Priority
Ecosystem mapping
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Actors
Key Activities
Influencing Factors
Artifacts, Touchpoints, Places, Specific Activities
Customer
Roommate
Dependent
Researching
utilities
Searching
for a rental
home
Interacting
with new
landlord
Culture of
local
community
Population
density of
local
Family
Considering
risk for first
time
Getting
advice
Apartment
complex
websites
Rental
listing
aggregators
Influencing Factors
Artifacts, Touchpoints, Places, Specific Activities
Splitting
rent
Getting a
larger
apartment
Moving to
a secure
area
Comparing
rates across
carriers
insurance
Near
work
Near certain
area of town
for personal
interests
Assessing
Renters
Insurance
Comparing
rates across
utility
carriers
Changing
mailing
billing
address
finding local
businesses /
merchants /
amenitites
Signing up for
paperless/ digital
communications
Getting
packages at
new
address
Getting in
touch with
insurance
Agent
Learning what
their best
options are for
rental
insurance
Learning
about what is
offered with
renters
insurance
website
phone
call
Text
Zoom/video
conference
Facebook
messange
r/webchat
providing
proof of
insurance
to landlord
Email
Local or
non-local
landlord
New
Job
Closer
to family
Kids - school
system -
school
selection
Mailer /
brochure
Job loss or
salary cut,
change in
economic
status
Second
property
College
Vacation
home
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Ecosystem informs Mesh
• Identify potential actors
• Relationships to one another
• Priority
Ecosystem mapping
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Actors
Key Activities
Influencing Factors
Artifacts, Touchpoints, Places, Specific Activities
Customer
Roommate
Dependent
Researching
utilities
Searching
for a rental
home
Interacting
with new
landlord
Culture of
local
community
Population
density of
local
Family
Considering
risk for first
time
Getting
advice
Apartment
complex
websites
Rental
listing
aggregators
Influencing Factors
Artifacts, Touchpoints, Places, Specific Activities
Splitting
rent
Getting a
larger
apartment
Moving to
a secure
area
Comparing
rates across
carriers
insurance
Near
work
Near certain
area of town
for personal
interests
Assessing
Renters
Insurance
Comparing
rates across
utility
carriers
Changing
mailing
billing
address
finding local
businesses /
merchants /
amenitites
Signing up for
paperless/ digital
communications
Getting
packages at
new
address
Getting in
touch with
insurance
Agent
Learning what
their best
options are for
rental
insurance
Learning
about what is
offered with
renters
insurance
website
phone
call
Text
Zoom/video
conference
Facebook
messange
r/webchat
providing
proof of
insurance
to landlord
Email
Local or
non-local
landlord
New
Job
Closer
to family
Kids - school
system -
school
selection
Mailer /
brochure
Job loss or
salary cut,
change in
economic
status
Second
property
College
Vacation
home
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Ecosystem mapping
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Actors
Key Activities
Influencing Factors
Artifacts, Touchpoints, Places, Specific Activities
Customer
Roommate
Dependent
Researching
utilities
Searching
for a rental
home
Interacting
with new
landlord
Culture of
local
community
Population
density of
local
Family
Considering
risk for first
time
Getting
advice
Apartment
complex
websites
Rental
listing
aggregators
Influencing Factors
Artifacts, Touchpoints, Places, Specific Activities
Splitting
rent
Getting a
larger
apartment
Moving to
a secure
area
Comparing
rates across
carriers
insurance
Near
work
Near certain
area of town
for personal
interests
Assessing
Renters
Insurance
Comparing
rates across
utility
carriers
Changing
mailing
billing
address
finding local
businesses /
merchants /
amenitites
Signing up for
paperless/ digital
communications
Getting
packages at
new
address
Getting in
touch with
insurance
Agent
Learning what
their best
options are for
rental
insurance
Learning
about what is
offered with
renters
insurance
website
phone
call
Text
Zoom/video
conference
Facebook
messange
r/webchat
providing
proof of
insurance
to landlord
Email
Local or
non-local
landlord
New
Job
Closer
to family
Kids - school
system -
school
selection
Mailer /
brochure
Job loss or
salary cut,
change in
economic
status
Second
property
College
Vacation
home
Moments
Actors
ACTOR 1
ACTOR 2
ACTOR 3
ACTOR 4
M
M
M
M
M M
M M
M M
M
M
M
M
M M
M M M
M
M
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Jobs, Pains, Gains
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
M M M M M M M M
ACTOR 2
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Jobs, Pains, Gains
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
M M M M M M M M
ACTOR 2
Moments comprise Jobs
• Identify Jobs for each Moment
(Functional aspects)
• Emotional aspects can inform
Pains and Gains
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Jobs, Pains, Gains
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
M M M M M M M M
ACTOR 2
J
J
J J
J
J
J J
J
J
J
Job Job
Moments comprise Jobs
• Identify Jobs for each Moment
(Functional aspects)
• Emotional aspects can inform
Pains and Gains
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Jobs, Pains, Gains
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
M M M M M M M M
ACTOR 2
J
J
J J
J
J
J J
J
J
J
Job Job
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Jobs, Pains, Gains
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
M M M M M M M M
ACTOR 2
J
J
J J
J
J
J J
J
J
J
Job Job
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Jobs, Pains, Gains
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
ACTOR 1
ACTOR 2
ACTOR 3
ACTOR 4
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Contextual Research
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Moments
Actors
M
M
M
M
M M
M M
M M
M
M
M
M
Moments
Actors
M
M M M M
M M M
M M M
M M
M
M M
M
M M M M M
M M
ACTOR 1
ACTOR 2
ACTOR 3
ACTOR 4
M
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Contextual Research
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Moments
Actors
M
M
M
M
M M
M M
M M
M
M
M
M
Moments
Actors
M
M M M M
M M M
M M M
M M
M
M M
M
M M M M M
M M
ACTOR 1
ACTOR 2
ACTOR 3
ACTOR 4
M
Research panning
• Evaluate what is known and
where we still have questions
• Which actors should be
prioritized?
• What part of the experience
should we dive deep?
• How can shape our research to
better understand shared
moments?
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Contextual Research
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Moments
Actors
M
M
M
M
M M
M M
M M
M
M
M
M
Moments
Actors
M
M M M M
M M M
M M M
M M
M
M M
M
M M M M M
M M
ACTOR 1
ACTOR 2
ACTOR 3
ACTOR 4
M
Research panning
• Evaluate what is known and
where we still have questions
• Which actors should be
prioritized?
• What part of the experience
should we dive deep?
• How can shape our research to
better understand shared
moments?
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Service Blueprinting
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
M M M M M M M
M M M M M M M
ACTOR 2
ACTOR 3
Blueprint the Moments
• Tell the story of each moment 

and what it will take to deliver 

the experience
• Analyze the moments and
consider who should be the
primary actor for a given scenario,
then flip the script and use
another actor and their moments
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Service Blueprinting
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
M M M M M M M
M M M M M M M
ACTOR 2
ACTOR 3
Blueprint the Moments
• Tell the story of each moment 

and what it will take to deliver 

the experience
• Analyze the moments and
consider who should be the
primary actor for a given scenario,
then flip the script and use
another actor and their moments
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Service Blueprinting
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
M M M M M M M M
M M M M
ACTOR 2
ACTOR 3
Blueprint the Moments
• Tell the story of each moment 

and what it will take to deliver 

the experience
• Analyze the moments and
consider who should be the
primary actor for a given scenario,
then flip the script and use
another actor and their moments
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Service Blueprinting
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
M M M M M M M M
M M M M
Blueprint the Moments
• Tell the story of each moment 

and what it will take to deliver 

the experience
• Analyze the moments and
consider who should be the
primary actor for a given scenario,
then flip the script and use
another actor and their moments
ACTOR 2
ACTOR 3
Q&A
Glad to answer additional questions
Contents
Service Design 6
About Harmonic Design 7
Why we exist 9
How we do it 10
Our pitch 13
Key phrases 14
Our personality 15
Our people 17
Our services & products 19
Primary Audience: 20
Clients
Who are our clients 21
What do clients want from 22
service design
Desired client impacts 23
The client’s future 24
Our promise 26
Client persona 27
Secondary Audience: 34
Talent
Talent persona 35
with Harmonic
Ideal talent impacts 38
Tertiary Audience: 40
Community Influencers
Community influencer 41
demographics
Ideal community 43
influencer impacts
Let’s Keep the Conversation Going!
CAROL MASSÁ
@_krol_massah
JEFF HARRIS
@jeffharrissays
PATRICK QUATTLEBAUM
@ptquattlebaum
HARMONIC DESIGN
@thisisharmonic
ORCHESTRATING

EXPERIENCES
thisisharmonic.com
rosenfeldmedia.com

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Experience Tapestry Intro

  • 1. Experience Tapestry SDN GLOBAL CONFERENCE 2020 Designing for Interdependent Moments 
 in Multi-Actor Ecosystems
  • 2. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Your Facilitators CAROL MASSÁ Service Designer JEFF HARRIS Service Designer PATRICK QUATTLEBAUM CEO & Co-Founder
  • 3. Harmonic Design: 
 a service design firm 
 for today’s complexity. We go wide and deep with organizations, together reimagining their services from value proposition to experience; from operations to outcomes; and from capabilities to culture.
  • 4. • Understand concepts and perspectives for going beyond customer-centricity • Learn a simple method — Experience Mesh — for modeling interdependent moments in a service experience • Facilitate colleagues through mapping intersecting, multi-actor pathways and identifying opportunities for increasing collective benefit • Understand how to connect this approach connects with other service design methods W O R K S H O P 
 O B J E CT I V E S I NT R O D U CT I O N Triggers: Word of  mouth  (Friends) Family Finding  my  agent Setting up a  time to talk  to my  agent Learning  about my  options Receiving  my order  summary Agreeing  to terms Choosing  the service  I want Reviewing  personal  info Required  by  landlord Comparing  multiple  offers Learning  about  coverages Understanding  landlord  requirements  in order to  meet them Feeling pressured to make  a decision How do you  know when you  are working  with the right  agent? Having a get- to-know-me  conversation  with the Agent key Deciding  what I  want Checking  my  inventory Receiving  advice from  agent key Discussing  payment  plan  options Signing  agreement Understanding  my options Finding  out about  eligibility Getting a   notification  about new  customer key Scheduling  meeting Meeting  with  Customer Providing  options to  customers Confirming  basic  information Offering  additional  products/ services Confirming  application  info w/  customer Providing  verbal  order  summary Asking for  payment  info Identifying  possible  service  options Consulting  on best   options Having a  conversation  w/ customer  about needs Asking  underwriting  questions Entering  customer  info Providing  the  customer a  quote Refining  the  customer  quote Billing system  is not where  we want it to  be in the  future Providing  personal  info Consultation Event Feeling that I'm being  understood. Feeling I'm getting  personalized customer  service. Trust aspect to this interaction Building trust with my  agent, feel that I'm being  heard. Exit After this conversation, I  feel confident that I know  what I need. I understand what my  options are and I know  where to get what I need how and  where will  customers pay  in the future? Discussing  terms/agreement  with spouse  before agreeing How is this  moment  handled? Getting in  touch with  customer
  • 5. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Agenda Experience Tapestry (10’) Concepts & perspectives 
 for today’s service designer Experience Mesh (10’) Collaborative sensemaking for multi-actor service experiences Small Group Activity (80’) Getting hands on with Experience Mesh Meshing with Other Methods (15’) How Mesh complements other 
 service design methods and Q&A 2 4 3 1
  • 6. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Tools We Will Be Using PRESENTATIONS AND VIDEO/AUDIO FOR DISCUSSIONS SMALL GROUP 
 ACTIVITY SMALL GROUP
 ACTIVITY
  • 7. Experience Tapestry Concepts & perspectives for today’s service designer
  • 8. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Storytelling and 
 Human Experience Throughout time, humans have told stories to share their experiences and collectively process seemingly connected and unconnected events in order to build knowledge, adapt, and thrive in a complex world.
  • 9. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts The Many Threads 
 of Tapestries A tapestry is a visual narrative that is constructed from many threads, both metaphorical (many stories) and literal (many strands of linen wool or cotton). Many tapestries portray a collection of shared moments of many people within a specific context.
  • 10. A dynamic service ecosystem of interweaving human stories in which many actors seek and create value moment by moment over time. EXPERIENCE 
 TAPESTRY Source: https://www.metmuseum.org/art/collection/search/467638
  • 11. Service designers act as a weaver, orchestrating many stakeholders through understanding today’s stories and reimagining tomorrow’s stories. It’s an invaluable activity in organizations to design for maximum value creation through service in a complex and ever-changing world. Four principles inform this emerging perspective. SERVICE DESIGNER 
 AS WEAVER Source: https://www.ikfoundation.org/uploads/image/2-medieval-3-weaver-e28093-nc3bcrnberg-c-1425.jpg
  • 12. BECAUSE… The Customer and Business dyad and generic customer-centric thinking do not reflect the dynamic systems of value creation SERVICE DESIGNERS MUST… Lean harder into ecosystem and actor-to-actor mindsets, concepts, and methods. Help organizations embrace–not oversimplify–the complexity of the world around us to create better outcomes. 1. POLYCENTRISM Go deeper:  Polycentrism in fields such as Economics, Governance, and Urban Design Actor Actor Actor Actor Customer Actor Actor Actor Actor Actor Actor Actor
  • 13. BECAUSE… Value is cocreated through collective experience and a complex web of relationships SERVICE DESIGNERS MUST… Codify how each actor experiences the service and defines value from their perspective. Design adaptive services to respond to changing definitions of value and produce desirable outcomes for all actors. 2. VALUE COCREATION Go deeper: Lusch and Vargo, Service Dominant Logic Customer Business Goods-Dominant Logic Service-Dominant Logic Multiple transactions = Relationship Orchestrating multiple relationships results in value cocreation Customer Employee Employee Employee Partner Third Party Third Party VS. Service Moment
  • 14. BECAUSE… Experience is integral to (not an output of) value cocreation SERVICE DESIGNERS MUST… Develop better models for defining multi-actor experience dynamics. Use moments as an evergreen building block to ensure the needs and desired experiences of people inform and inspire service strategy, design, and delivery. 3. MOMENTS MATTER Go deeper: Risdon & Quattlebaum, Orchestrating Experiences Customer Employee Functional Needs
 Emotional Needs
 Social Needs
 Desired outcomes Service Moment Value Cocreation
  • 15. BECAUSE… Service organizations must manage fit among strategies, activities, and capabilities with value expectations SERVICE DESIGNERS MUST… Connect the dots across journeys, services, and actors… and internal silos and capabilities. Use moments to construct a human- centered architecture that helps ensure more predictable value cocreation. 4. SERVICES ARE FOR PEOPLE Risdon & Quattlebaum, Orchestrating Experiences Business Strategy Moment Architecture Business Strategy Operational and Technology Capabilities Moment Moment that Matters Critical Cocreation Connections Key Customer Employee Partner
  • 16. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Experience Tapestry Toolbox Experience Mesh Ecosystem Mapping Design research 
 (360-degrees of all 
 actors, not just customer) Multi-Actor 
 Value Propositions Jobs to Be Done 
 (adapted to be 
 less product-centric) Experience Mapping 
 (adapted for 
 non-linear, multi-actor) Moment Architecture 
 and Moment Briefs Service Blueprinting Stories from 
 the Future 
 (multi-actor, non-linear)
  • 17. Experience Mesh Collaborative sensemaking for multi-actor service experiences
  • 18. Simple sense-making technique driven by a storytelling activity that combines multiple protagonists’ stories in one single view of a service experience. What is Mesh? Method Overview
  • 19. What is Mesh for? Method Overview To identify opportunities for optimizing and reimagining service experiences across the organization To surface individual and collective needs to align on opportunities across the organization To visualize experience gaps across actors (e.g, waiting or communication gaps) at a larger ecosystem scale To evaluate interdependent and shared moments among actors in a sequence of time
  • 20. • A deliverable • Driven by technical requirements • About the details (it’s about understanding of each actor’s experience and needs) What isn’t Mesh? Method Overview
  • 21. When to use it? Early in the process to build alignment across stakeholders on key areas of focus Things to consider Scope and Participants What types of projects? Cross-collaborative initiatives that can benefit from inside- out/outside-in perspectives Who to invite? Consider working with 3-4 actors at a time and select SMEs that can represent the selected actors Roles in the session • Main facilitator • Small group facilitator(s) • Note Taker(s) • SMEs • Mix level of participants
  • 22. Work in separate small groups and describe each actors’ experiences How does it work? Pre-session: Core Team Members decide which actors would best fit the project scope Share out stories from each protagonists and facilitate entire group discussion
 
 *make sure to take notes about findings Call out interdependent and shared moments across actors Vote on which opportunity areas to investigate further Post-session: Select the best method to help solve for the challenges represented in the mesh 1 2 3 4 5 6 7 Identify key moments of each actor’s stories
  • 24. Triggers: Word of  mouth  (Friends) Family Finding  my  agent Setting up a  time to talk  to my  agent Learning  about my  options Receiving  my order  summary Agreeing  to terms Going  about  my day Receiving  log-in email  invitation Receiving  welcome  package Creating  account Choosing  the service  I want Reaching  out for  general  inquiry Reviewing  personal  info Receiving  first bill Paying  my first  bill Receiving  follow-up from  agent (yearly,  monthly?) Required  by  landlord Comparing  multiple  offers Learning  about  coverages Understanding  landlord  requirements  in order to  meet them Feeling pressured to make  a decision How do you  know when you  are working  with the right  agent? Having a get- to-know-me  conversation  with the Agent key Deciding  what I  want Checking  my  inventory Receiving  advice from  agent key Discussing  payment  plan  options Signing  agreement Telling  roommates about  experience  signing up with  insurance  company Understanding  my options Finding  out about  eligibility Getting  copy of  signed  agreement Making  down  payment Getting a   notification  about new  customer key Scheduling  meeting Meeting  with  Customer Providing  options to  customers Confirming  basic  information Offering  additional  products/ services Confirming  application  info w/  customer Providing  verbal  order  summary Asking for  payment  info Sending  email for  account  creation Application approval  process Identifying  possible  service  options Consulting  on best   options Having a  conversation  w/ customer  about needs Following- up with  Customer Asking  underwriting  questions Talking with  customer  yearly to  discuss  renewing Entering  customer  info Providing  the  customer a  quote Refining  the  customer  quote Billing system  is not where  we want it to  be in the  future Communication  channel varies  by agent  comfort level Dependency  on agent  technological  capabilities Look for  cross-sell  opportunities Referrals Providing  personal  info Consultation Event Feeling that I'm being  understood. Feeling I'm getting  personalized customer  service. Trust aspect to this interaction Building trust with my  agent, feel that I'm being  heard. Exit After this conversation, I  feel confident that I know  what I need. I understand what my  options are and I know  where to get what I need how and  where will  customers pay  in the future? Discussing  terms/agreement  with spouse  before agreeing How is this  moment  handled? Getting in  touch with  customer B2B2C Remote: Two (2) actors
  • 25. B2C Remote: Four (4) actors Confirming  if order is  ready Confirming  customer  info Receiving  customer  call Providing a  waiting  time  estimate REPETITIVE PATTERN Confirming  customer  info Receiving  customer  call Providing a  waiting  time  estimate Confirming  if order is  ready REPETITIVE PATTERN Receiving  the order Shopping  items from  the order Confirming  item  inventory Completing  order Sending  customer a  text message  to confirm  item swap Receiving  the order Shopping  items from  the order Confirming  item  inventory Completing  order Sending  customer a  text message  to confirm  item swap Phone  Support  Associate Customer  Moments Pick-up  Grocery  Associate Preparing for  my visit to  the grocery  store. Going to  the grocery  store Getting  in pickup  line Grocery  Shoppers "X" Receiving  the order Shopping  items from  the order Confirming  item  inventory Parking  in pickup  spot Contacting  pickup  associate Preparing  car for  groceries Waiting Receiving  the order  receipt Sanitizing Receiving  groceries Going  home Handing- off order  receipt Loading  customer  car with  groceries Placing  my  order Completing  order*  (system  trigger) Sending  customer a  text message  to confirm  item swap Receives  notification  about order  completion Receives  customer's  pick-up spot  number Picking up  customer  order and  receipt Handing- off order  receipt Loading  customer  car with  groceries Confirming  customer  order is  ready Picking up  customer  order and  receipt Confirming  customer  info Receiving  customer  call Providing a  waiting  time  estimate Confirming if  order is ready*  (system  trigger) Confirming  customer  info Receiving  customer  call Providing a  waiting  time  estimate Confirming  if order is  ready REPETITIVE PATTERN REPETITIVE PATTERN REPETITIVE PATTERN REPETITIVE PATTERN
  • 26. Emphasizes the emotional experiential side of multi-actor stories going beyond a single protagonist How this differs from other methods Lower learning curve for non designers to engage with compared to journey mapping/ ecosystem mapping/ blueprinting Provides a space for discovery that accounts for more than one actor’s needs Unlike service blueprints, does not require defining experience details (e.g. frontstage/ backstage/support systems)
  • 27. • SMEs in the room/session • Have conducted stakeholder interviews and refined project objectives • Identified key criteria to select opportunity areas • 2 session w/ 2-4hrs In real life About your experience in this workshop Today • Harmonic will represent the SMEs in the room/session • Harmonic has selected a general global topic to work with • Harmonic pre-defined high-level criteria for selection • 80min session
  • 29. Small Group Activity Getting hands on with Experience Mesh
  • 30. 1. Everyone, go over demo journey 2. Individually, find your artboard in Miro and click on video link
 - Watch your actor’s videos and describe journey 3. In small groups, share out individual journeys
 - Select one of them and choose three (3) key moments per actor 4. Everyone, share out each actor’s stories
 - Go over additional actor’s journey
 - Identify interdependent and shared moments
 - Individually, vote on your top three (3) opportunity areas Small group logistics (duration: 80min)
  • 31. Demo Journey • Listen to the video and describe the step-by-step journey of the new hire • Write one step per post-it • Reflect • Find your individual board and click on the video link ACTIVITY Everyone MINUTES 10
  • 32. Build Your Protagonist’s Journey • Listen to the video and describe the step-by-step journey of your designated actor • Write one step per post-it ACTIVITY Individually MINUTES 15
  • 33. Reflection about method How was it? What was new to you? What was different? What was challenging? ACTIVITY MINUTES 5 Everyone
  • 35. Share out and select key moments • Share-out your own version • Select one journey as a starting point • Individually, vote your top 3 key moments of this protagonist journey • Discuss why are those key moments ACTIVITY MINUTES 10 Group 1: HR
  • 37. Share out and select key moments • Share-out your own version • Select one journey as a starting point • Individually, vote your top 3 key moments of this protagonist journey • Discuss why are those key moments ACTIVITY MINUTES 10 Group 2: Hiring Manager
  • 38. Share and Mesh • Present your actor's high-level story and call out your top 3 key moments • Go over new hire actor’s journey • Draw connections between the different actors • Reflect and discuss about interdependent and shared moments ACTIVITY Everyone MINUTES 15 up a  talk  y  t Learning  about my  options Receiving  my order  summary Agreeing  to terms Going  about  my day Receiving  log-in email  invitation Receiving  welcome  package Creating  account Reaching  out for  general  inquiry Reviewing  personal  info Receiving  first bill Paying  my first  bill Receiv follow-up agent (y month Having a get- to-know-me  conversation  with the Agent key Deciding  what I  want Checking  my  inventory Receiving  advice from  agent key Discussing  payment  plan  options Signing  agreement Telling  roommates about  experience  signing up with  insurance  company Understanding  my options Finding  out about  eligibility Getting  copy of  signed  agreement Making  down  payment Providing  options to  customers Confirming  basic  information Offering  additional  products/ services Confirming  application  info w/  customer Providing  verbal  order  summary Asking for  payment  info Sending  email for  account  creation Application approval  process Following- up with  Customer Talking custom yearly discu renew Providing  the  customer a  quote Refining  the  customer  quote Billing system  is not where  we want it to  be in the  future Communication  channel varies  by agent  comfort level Dependency  on agent  technological  capabilities Look for  cross-sell  opportunities Referrals Providing  personal  info Consultation Event Feeling that I'm being  understood. Feeling I'm getting  personalized customer  service. Trust aspect to this interaction Building trust with my  agent, feel that I'm being  heard. Exit After this conversation, I  feel confident that I know  what I need. I understand what my  options are and I know  where to get what I need how and  where will  customers pay  in the future? Discussing  terms/agreement  with spouse  before agreeing How is this  moment  handled?
  • 39. Choose Opportunity Areas • Individually, choose three (3) key opportunity areas according to the desired outcomes • Reflect and discuss about findings ACTIVITY Everyone MINUTES 5 up a  talk  y  t Learning  about my  options Receiving  my order  summary Agreeing  to terms Going  about  my day Receiving  log-in email  invitation Receiving  welcome  package Creating  account Reaching  out for  general  inquiry Reviewing  personal  info Receiving  first bill Paying  my first  bill Receiv follow-up agent (y month Having a get- to-know-me  conversation  with the Agent key Deciding  what I  want Checking  my  inventory Receiving  advice from  agent key Discussing  payment  plan  options Signing  agreement Telling  roommates about  experience  signing up with  insurance  company Understanding  my options Finding  out about  eligibility Getting  copy of  signed  agreement Making  down  payment Providing  options to  customers Confirming  basic  information Offering  additional  products/ services Confirming  application  info w/  customer Providing  verbal  order  summary Asking for  payment  info Sending  email for  account  creation Application approval  process Following- up with  Customer Talking custom yearly discu renew Providing  the  customer a  quote Refining  the  customer  quote Billing system  is not where  we want it to  be in the  future Communication  channel varies  by agent  comfort level Dependency  on agent  technological  capabilities Look for  cross-sell  opportunities Referrals Providing  personal  info Consultation Event Feeling that I'm being  understood. Feeling I'm getting  personalized customer  service. Trust aspect to this interaction Building trust with my  agent, feel that I'm being  heard. Exit After this conversation, I  feel confident that I know  what I need. I understand what my  options are and I know  where to get what I need how and  where will  customers pay  in the future? Discussing  terms/agreement  with spouse  before agreeing How is this  moment  handled?
  • 40. Final reflection How was it? What was new to you? What was different? What was challenging? What’s next? ACTIVITY MINUTES 5 Everyone
  • 41. Meshing with Other Methods How Mesh complements other service design methods and Q&A
  • 42. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Meshing with other methods • Early opportunity identification and ideation • Ecosystem Mapping • Jobs, Pains, Gains • Contextual Research • Service Blueprinting Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts
  • 43. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Early Opportunities and Ideation Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts M M M M M M M M M M M M M M Moments Actors M M M M M M M M M M M M M M M M M M M M M M M M ACTOR 1 ACTOR 2 ACTOR 3 ACTOR 4 M
  • 44. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Early Opportunities and Ideation Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts M M M M M M M M M M M M M M Moments Actors M M M M M M M M M M M M M M M M M M M M M M M M ACTOR 1 ACTOR 2 ACTOR 3 ACTOR 4 Mesh for Opportunities • Shared Moments • Conflicting Moments • Gaps • Define the opportunity • Brainstorm initial thoughts M
  • 45. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Early Opportunities and Ideation Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts M M M M M M M M M M M M M M Moments Actors M M M M M M M M M M M M M M M M M M M M M M M M ACTOR 1 ACTOR 2 ACTOR 3 ACTOR 4 Mesh for Opportunities • Shared Moments • Conflicting Moments • Gaps • Define the opportunity • Brainstorm initial thoughts M
  • 46. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Early Opportunities and Ideation Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts M M M M M M M M M M M M M M Moments Actors M M M M M M M M M M M M M M M M M M M M M M M M ACTOR 1 ACTOR 2 ACTOR 3 ACTOR 4 Mesh for Opportunities • Shared Moments • Conflicting Moments • Gaps • Define the opportunity • Brainstorm initial thoughts HMW HMW HMW HMW M
  • 47. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Early Opportunities and Ideation Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts M M M M M M M M M M M M M M Moments Actors M M M M M M M M M M M M M M M M M M M M M M M M ACTOR 1 ACTOR 2 ACTOR 3 ACTOR 4 HMW HMW HMW HMW OUTCOMES finding and recognizing the new hire to escort them in Functional feeling physically and emotionally safe emotional Get the equipment I need to do my job in a timely and efficient manner Functional Be confident and knowledgeable about the set up process and who to ask if I have any questions or issues emotional successfully accomplish equipment request Get what I need to be ready to start work making a meaningful connection with new hire Feel confident that I've equipped new hire with the right equipment emotional Deliver all the equipment needed for a new hire to successfully do their job from day one Functional Moment Meeting with New hire to get badge and laptop Get technically setup so I can access all the systems needed to successfully do my job Functional Knowing where to go and who to meet to get my new equipment Functional a predictable schedule so they can get back to their other work Functional Authenticate user ID, password and install apps/programs based on hiring manager request Functional Make a good impression when I meet the Hiring Manager for the first time in person emotional knowing their role in the process Functional being able to answer the new hire's questions Functional being seen as competent by their new employee emotional not being stressed so they can focus on their new employee emotional Demonstrate a level of competency about my new technical equipment emotional not disrupting the rest of their day Feel safe being around my new coworkers emotional being a team with to their IT colleagues to support the new hire support hiring manager needs Increased excitement that they made the right choice to join the company Moment Getting my laptop Moment: Delivering laptop to new hire Moment Monitoring Progress HR Mgr Hiring Mgr New Hire IT Tech M
  • 48. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Early Opportunities and Ideation Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts M M M M M M M M M M M M M M Moments Actors M M M M M M M M M M M M M M M M M M M M M M M M ACTOR 1 ACTOR 2 ACTOR 3 ACTOR 4 HMW HMW HMW HMW M
  • 49. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Ecosystem mapping Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Actors Key Activities Influencing Factors Artifacts, Touchpoints, Places, Specific Activities Customer Roommate Dependent Researching utilities Searching for a rental home Interacting with new landlord Culture of local community Population density of local Family Considering risk for first time Getting advice Apartment complex websites Rental listing aggregators Influencing Factors Artifacts, Touchpoints, Places, Specific Activities Splitting rent Getting a larger apartment Moving to a secure area Comparing rates across carriers insurance Near work Near certain area of town for personal interests Assessing Renters Insurance Comparing rates across utility carriers Changing mailing billing address finding local businesses / merchants / amenitites Signing up for paperless/ digital communications Getting packages at new address Getting in touch with insurance Agent Learning what their best options are for rental insurance Learning about what is offered with renters insurance website phone call Text Zoom/video conference Facebook messange r/webchat providing proof of insurance to landlord Email Local or non-local landlord New Job Closer to family Kids - school system - school selection Mailer / brochure Job loss or salary cut, change in economic status Second property College Vacation home
  • 50. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Ecosystem informs Mesh • Identify potential actors • Relationships to one another • Priority Ecosystem mapping Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Actors Key Activities Influencing Factors Artifacts, Touchpoints, Places, Specific Activities Customer Roommate Dependent Researching utilities Searching for a rental home Interacting with new landlord Culture of local community Population density of local Family Considering risk for first time Getting advice Apartment complex websites Rental listing aggregators Influencing Factors Artifacts, Touchpoints, Places, Specific Activities Splitting rent Getting a larger apartment Moving to a secure area Comparing rates across carriers insurance Near work Near certain area of town for personal interests Assessing Renters Insurance Comparing rates across utility carriers Changing mailing billing address finding local businesses / merchants / amenitites Signing up for paperless/ digital communications Getting packages at new address Getting in touch with insurance Agent Learning what their best options are for rental insurance Learning about what is offered with renters insurance website phone call Text Zoom/video conference Facebook messange r/webchat providing proof of insurance to landlord Email Local or non-local landlord New Job Closer to family Kids - school system - school selection Mailer / brochure Job loss or salary cut, change in economic status Second property College Vacation home
  • 51. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Ecosystem informs Mesh • Identify potential actors • Relationships to one another • Priority Ecosystem mapping Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Actors Key Activities Influencing Factors Artifacts, Touchpoints, Places, Specific Activities Customer Roommate Dependent Researching utilities Searching for a rental home Interacting with new landlord Culture of local community Population density of local Family Considering risk for first time Getting advice Apartment complex websites Rental listing aggregators Influencing Factors Artifacts, Touchpoints, Places, Specific Activities Splitting rent Getting a larger apartment Moving to a secure area Comparing rates across carriers insurance Near work Near certain area of town for personal interests Assessing Renters Insurance Comparing rates across utility carriers Changing mailing billing address finding local businesses / merchants / amenitites Signing up for paperless/ digital communications Getting packages at new address Getting in touch with insurance Agent Learning what their best options are for rental insurance Learning about what is offered with renters insurance website phone call Text Zoom/video conference Facebook messange r/webchat providing proof of insurance to landlord Email Local or non-local landlord New Job Closer to family Kids - school system - school selection Mailer / brochure Job loss or salary cut, change in economic status Second property College Vacation home
  • 52. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Ecosystem mapping Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Actors Key Activities Influencing Factors Artifacts, Touchpoints, Places, Specific Activities Customer Roommate Dependent Researching utilities Searching for a rental home Interacting with new landlord Culture of local community Population density of local Family Considering risk for first time Getting advice Apartment complex websites Rental listing aggregators Influencing Factors Artifacts, Touchpoints, Places, Specific Activities Splitting rent Getting a larger apartment Moving to a secure area Comparing rates across carriers insurance Near work Near certain area of town for personal interests Assessing Renters Insurance Comparing rates across utility carriers Changing mailing billing address finding local businesses / merchants / amenitites Signing up for paperless/ digital communications Getting packages at new address Getting in touch with insurance Agent Learning what their best options are for rental insurance Learning about what is offered with renters insurance website phone call Text Zoom/video conference Facebook messange r/webchat providing proof of insurance to landlord Email Local or non-local landlord New Job Closer to family Kids - school system - school selection Mailer / brochure Job loss or salary cut, change in economic status Second property College Vacation home Moments Actors ACTOR 1 ACTOR 2 ACTOR 3 ACTOR 4 M M M M M M M M M M M M M M M M M M M M M
  • 53. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Jobs, Pains, Gains Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts M M M M M M M M ACTOR 2
  • 54. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Jobs, Pains, Gains Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts M M M M M M M M ACTOR 2 Moments comprise Jobs • Identify Jobs for each Moment (Functional aspects) • Emotional aspects can inform Pains and Gains
  • 55. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Jobs, Pains, Gains Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts M M M M M M M M ACTOR 2 J J J J J J J J J J J Job Job Moments comprise Jobs • Identify Jobs for each Moment (Functional aspects) • Emotional aspects can inform Pains and Gains
  • 56. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Jobs, Pains, Gains Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts M M M M M M M M ACTOR 2 J J J J J J J J J J J Job Job
  • 57. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Jobs, Pains, Gains Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts M M M M M M M M ACTOR 2 J J J J J J J J J J J Job Job
  • 58. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Jobs, Pains, Gains Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts ACTOR 1 ACTOR 2 ACTOR 3 ACTOR 4
  • 59. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Contextual Research Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Moments Actors M M M M M M M M M M M M M M Moments Actors M M M M M M M M M M M M M M M M M M M M M M M M ACTOR 1 ACTOR 2 ACTOR 3 ACTOR 4 M
  • 60. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Contextual Research Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Moments Actors M M M M M M M M M M M M M M Moments Actors M M M M M M M M M M M M M M M M M M M M M M M M ACTOR 1 ACTOR 2 ACTOR 3 ACTOR 4 M Research panning • Evaluate what is known and where we still have questions • Which actors should be prioritized? • What part of the experience should we dive deep? • How can shape our research to better understand shared moments?
  • 61. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Contextual Research Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Moments Actors M M M M M M M M M M M M M M Moments Actors M M M M M M M M M M M M M M M M M M M M M M M M ACTOR 1 ACTOR 2 ACTOR 3 ACTOR 4 M Research panning • Evaluate what is known and where we still have questions • Which actors should be prioritized? • What part of the experience should we dive deep? • How can shape our research to better understand shared moments?
  • 62. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Service Blueprinting Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts M M M M M M M M M M M M M M ACTOR 2 ACTOR 3 Blueprint the Moments • Tell the story of each moment 
 and what it will take to deliver 
 the experience • Analyze the moments and consider who should be the primary actor for a given scenario, then flip the script and use another actor and their moments
  • 63. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Service Blueprinting Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts M M M M M M M M M M M M M M ACTOR 2 ACTOR 3 Blueprint the Moments • Tell the story of each moment 
 and what it will take to deliver 
 the experience • Analyze the moments and consider who should be the primary actor for a given scenario, then flip the script and use another actor and their moments
  • 64. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Service Blueprinting Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts M M M M M M M M M M M M ACTOR 2 ACTOR 3 Blueprint the Moments • Tell the story of each moment 
 and what it will take to deliver 
 the experience • Analyze the moments and consider who should be the primary actor for a given scenario, then flip the script and use another actor and their moments
  • 65. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Service Blueprinting Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts M M M M M M M M M M M M Blueprint the Moments • Tell the story of each moment 
 and what it will take to deliver 
 the experience • Analyze the moments and consider who should be the primary actor for a given scenario, then flip the script and use another actor and their moments ACTOR 2 ACTOR 3
  • 66. Q&A Glad to answer additional questions
  • 67. Contents Service Design 6 About Harmonic Design 7 Why we exist 9 How we do it 10 Our pitch 13 Key phrases 14 Our personality 15 Our people 17 Our services & products 19 Primary Audience: 20 Clients Who are our clients 21 What do clients want from 22 service design Desired client impacts 23 The client’s future 24 Our promise 26 Client persona 27 Secondary Audience: 34 Talent Talent persona 35 with Harmonic Ideal talent impacts 38 Tertiary Audience: 40 Community Influencers Community influencer 41 demographics Ideal community 43 influencer impacts Let’s Keep the Conversation Going! CAROL MASSÁ @_krol_massah JEFF HARRIS @jeffharrissays PATRICK QUATTLEBAUM @ptquattlebaum HARMONIC DESIGN @thisisharmonic ORCHESTRATING
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