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Designing for a Multi-C
                      Channel Experience
                      C
Amy Cueva - @amycueva
Megan Grocki - @megux
ICE BREAKING
Let’s talk about…
  What are multi-channel expe
                            eriences?
  Collaborating with Stakehold
                             ders
  Understanding Who and Whe Users Are
                          ere
  Navigating Political Waters
  Examples & Brainstorm
  Takin’ Action
ICE BREAKING
How did we get in the game?
                              Mmmm. Tasty and
                              satisfying.
                              Hungry for a challenge,
                              empathetic, and
                                 p
                              solution oriented.
ICE BREAKING
What is a Multi-Channel Experience?
                             What percentage of
                             Consumers cross at
                             least 2 channels when
                             making a purchase?

                               Web to store
                               Store to Web
                               Web to phone
                                      p
ICE BREAKING
Customers cross channe
                     els.
                           What are they doing there? Why?
                             Make a purchase
                             Window Shop
                             Seek assistance
  Did not cross channels     Conduct a transaction
                             Gather information
                                                      Source: Profiling The Multichannel Consumer
                                         How Retailers Can Enable Multichannel Consumer Behavior
                                            Forrester Report July 29, 2009, By Patti Freeman Evans
ICE BREAKING
Multi-Channel             Landscape
                               Store
                               Webs site(s)
  Customer                     Web Application(s)
                                     A                Company
                                                          p y
“I want to…”                   Call C
                                    Center          “I want to…”
                               Mail
Expectations, goals,                                Inbound & outbound
tasks, desired outcomes
                               Mobille              communications
                               Word of Mouth
Planned and unplanned                               Handling positive and
interactions                   Social Media         negative interactions
                                                      g
Perceptions                    Adverrtising         Internal ownership &
                               Catalo
                                    og              coordination
                               Email l
                               Produuct
ICE BREAKING
Touch points   that represe opportunities:
                          ent
  Website(s)/Applications
              /                Digital Kiosk
                               Di i l Ki k
  Email                        Mobile Interface
  Live chat                    Print Advertisements
  Social Media presence        Billboards & Signage
  Catalog / Circulars          Point of Sale
                               Point-of-Sale
  In-Store / In-person         Packaging
  Telesales                    Channel partners
  Phone / Call Center          Online Community
  Interactive Voice Response   Other?
ICE BREAKING
Avoiding negative and facilitating positive episodes
ICE BREAKING
What is your brand essence?
                       n
                              Does everyone know your
                              basic brand principles?
                              It’s not about creating
                              identical experiences
                                          p
                              Optimize and connect
                              channel interactions to
                              deliver consistent brand
                              experiences
ICE BREAKING
If your brand were a person who would they be?
                        s
                           How will they treat
                           you across
                           channels?
                           How will that
                           experience be
                           brought to life across
                           channels?
ICE BREAKING
Stakeholder Group Therapy
                      a
                            Include those who own
                            different sites, properties,
                            and channels

                            Include those who will be
                            effected by the design

                            Include those who will build
                            what is designed
ICE BREAKING
Build One Cohesive Perspective
                           Provide the same data and
                           user stories to all groups

                           Cross-pollination creating
                           opportunities to share and
                           learn new viewpoints
ICE BREAKING
Build One Cohesive Perspective
                           Effective governance is
                           sticky and needs structure
                           Alter organization to be
                           focused on the customer
                           not the channel
                           The customer experience,
                           at every touch point, affects
                                          point
                           revenue and profits.
ICE BREAKING
A Peek Inside the Organization
                       i
                                 Different
                                 communication
                                 and interaction
                                 channels
                                 supported by
                                 different
                                 areas of the
                                 organization.
ICE BREAKING
A Vision for What Could B
                        Be
                             Cross area
                             representation and
                             coordination
ICE BREAKING
Leverage experience des
                      sign to tame the chaos.
                                   Process extracts &
            CUSTOMER
                                   synchronizes goals and
                                   objectives from various
                                   stakeholding groups
BRAND &                PRODUCT &
               XD
MARKETING               BUSINESS
                                   Discipline understands
                                   how people interact with
        TECHNOLOGY &
                                   technology, other people,
         OPERATIONS                and brands
ICE BREAKING
User Research for Multi-Channel
                       -
                           Traditional user research
                           methods applied in new
                           ways:
                          • In-store experiences
                          • Print
                          • Phone
                           Secret shopper
Research Informs Strategy
                            Personas
                            Focus on the customer,
                            regardless of channel
                            Demonstrate customer and
                            user experiences visually
                            Determine cultural and
                            behavioral dynamics to
                            recognize how to integrate
                            channels
ICE BREAKING
Research Informs Strategy
                            SHOW stakeholders their
                            customer s
                            customer’s behavior
                               Video
                               Photographs
                               Stories

                            Better yet, get stakeholders
                                     et
                            out of the board room
ICE BREAKING
Exploring Newer Channe Social Media
                     els:
  Provides a way to connect wi
                             ith
  their most ardent fans

  Keeps customers engaged

  Encourage loyalty & active
  evangelism
ICE BREAKING
“Good Enough” Is No Longer Good Enough
                      n
                          Exposes highs AND lows
                          Blurry boundaries
                          Experiment, learn & refine
                            p
ICE BREAKING
Exploring Newer Channe Mobile
                     els:
  Still in its infancy, mobile
  commerce is an increasingly
  important channel
  32% use their mobile devices
  to research monthly
  15% are completing
  transactions with their
  mobile devices monthly
                                 Source: The Art Technology Group (ATG) Report
                                  Cross-Channel Commerce: The Consumer View
                                                                    March 2010
ICE BREAKING
Exploring Newer Channe Mobile
                     els:
  What is the role of Mobile in
  connecting with users?

  What is different than more
  traditional channels?

  Do you really need it?
ICE BREAKING
What Is Channel-Appropriate Interaction?
                               In-person
                               Email
                               Web
                               Print
                               Mobile
                               Social/Public
ICE BREAKING
Multi-Channel Experiences
                      c
                            Website:
                            www.lindt.com
                            In Store
                            Kiosk
                            Phone
                            Email
                            Chocolate Connoisseur’s Clu
                                      Connoisseur s
                            Social Media
ICE BREAKING
Multi-Channel Experiences
                      c
                            Website:
                            www.virginamerica.com
                            Phone
                            Email
                            Social Media
                            Mobile Alerts
                            In person
                            In-person
                            In-flight
                            Frequent Flyer Loyalty
                            Program
ICE BREAKING
Multi-Channel Experiences
                      c
                            Website:
                            www.virginamerica.com
                            Phone
                            Email
                            Social Media
                            Mobile Alerts
                            In person
                            In-person
                            In-flight
                            Frequent Flyer Loyalty
                            Program
ICE BREAKING

Multi-Channel Experiences
                      c
                            Web site:
                            www.staples.com
                            In Store, Signage
                            Circular / Catalog / Phone
                            Ubiquitous Easy Button /
                            Brand Message
                            Contact Us in Many Ways
                            Desktop Gadget
ICE BREAKING
Multi-Channel Experiences
                      c
                            Website:
                            www.williams-sonoma.com
                            Catalog, Phone
                            Email
                            Bridal Registry
                            In-store Technique, Cooking
                            Classes, Product Demos &
                            Food Tasting
ICE BREAKING
How to coordinate channels for the brand?
  Consider & research
  customer’s experiences
  across all channels
  Brainstorm & prioritize
  Balance business objectives
  against user objectives
  Develop a multi-channel
  experience strategy
ICE BREAKING
What can you do?
                   Ask the right questions
What, no           Go beyond your mandate
                   Share knowledge

CXO?               Encourage collaboration
                   Don t Milton
                   Don’t be Milton, but don t ge
                                        don’t
                   fired
ICE BREAKING
We want to learn from yo
                       ou.

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

do you                       What tools and expertise wil
                             enable richer relationships

know?                        between customers and
                             brands?
ICE BREAKING
Questions?
ICE BREAKING
Contact Us


 Amy Cueva                            Megan Grocki
 Founder & Chief Experience Officer   Senior Experience Designer

 amy@madpow.net                       mgrocki@madpow.net
 Twitter @amycueva                    Twitter: @megUX

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Multi-Channel Experience Design - UPA 2010

  • 1. Designing for a Multi-C Channel Experience C Amy Cueva - @amycueva Megan Grocki - @megux
  • 2. ICE BREAKING Let’s talk about… What are multi-channel expe eriences? Collaborating with Stakehold ders Understanding Who and Whe Users Are ere Navigating Political Waters Examples & Brainstorm Takin’ Action
  • 3. ICE BREAKING How did we get in the game? Mmmm. Tasty and satisfying. Hungry for a challenge, empathetic, and p solution oriented.
  • 4. ICE BREAKING What is a Multi-Channel Experience? What percentage of Consumers cross at least 2 channels when making a purchase? Web to store Store to Web Web to phone p
  • 5. ICE BREAKING Customers cross channe els. What are they doing there? Why? Make a purchase Window Shop Seek assistance Did not cross channels Conduct a transaction Gather information Source: Profiling The Multichannel Consumer How Retailers Can Enable Multichannel Consumer Behavior Forrester Report July 29, 2009, By Patti Freeman Evans
  • 6. ICE BREAKING Multi-Channel Landscape Store Webs site(s) Customer Web Application(s) A Company p y “I want to…” Call C Center “I want to…” Mail Expectations, goals, Inbound & outbound tasks, desired outcomes Mobille communications Word of Mouth Planned and unplanned Handling positive and interactions Social Media negative interactions g Perceptions Adverrtising Internal ownership & Catalo og coordination Email l Produuct
  • 7. ICE BREAKING Touch points that represe opportunities: ent Website(s)/Applications / Digital Kiosk Di i l Ki k Email Mobile Interface Live chat Print Advertisements Social Media presence Billboards & Signage Catalog / Circulars Point of Sale Point-of-Sale In-Store / In-person Packaging Telesales Channel partners Phone / Call Center Online Community Interactive Voice Response Other?
  • 8. ICE BREAKING Avoiding negative and facilitating positive episodes
  • 9. ICE BREAKING What is your brand essence? n Does everyone know your basic brand principles? It’s not about creating identical experiences p Optimize and connect channel interactions to deliver consistent brand experiences
  • 10. ICE BREAKING If your brand were a person who would they be? s How will they treat you across channels? How will that experience be brought to life across channels?
  • 11. ICE BREAKING Stakeholder Group Therapy a Include those who own different sites, properties, and channels Include those who will be effected by the design Include those who will build what is designed
  • 12. ICE BREAKING Build One Cohesive Perspective Provide the same data and user stories to all groups Cross-pollination creating opportunities to share and learn new viewpoints
  • 13. ICE BREAKING Build One Cohesive Perspective Effective governance is sticky and needs structure Alter organization to be focused on the customer not the channel The customer experience, at every touch point, affects point revenue and profits.
  • 14. ICE BREAKING A Peek Inside the Organization i Different communication and interaction channels supported by different areas of the organization.
  • 15. ICE BREAKING A Vision for What Could B Be Cross area representation and coordination
  • 16. ICE BREAKING Leverage experience des sign to tame the chaos. Process extracts & CUSTOMER synchronizes goals and objectives from various stakeholding groups BRAND & PRODUCT & XD MARKETING BUSINESS Discipline understands how people interact with TECHNOLOGY & technology, other people, OPERATIONS and brands
  • 17. ICE BREAKING User Research for Multi-Channel - Traditional user research methods applied in new ways: • In-store experiences • Print • Phone Secret shopper
  • 18. Research Informs Strategy Personas Focus on the customer, regardless of channel Demonstrate customer and user experiences visually Determine cultural and behavioral dynamics to recognize how to integrate channels
  • 19. ICE BREAKING Research Informs Strategy SHOW stakeholders their customer s customer’s behavior Video Photographs Stories Better yet, get stakeholders et out of the board room
  • 20. ICE BREAKING Exploring Newer Channe Social Media els: Provides a way to connect wi ith their most ardent fans Keeps customers engaged Encourage loyalty & active evangelism
  • 21. ICE BREAKING “Good Enough” Is No Longer Good Enough n Exposes highs AND lows Blurry boundaries Experiment, learn & refine p
  • 22. ICE BREAKING Exploring Newer Channe Mobile els: Still in its infancy, mobile commerce is an increasingly important channel 32% use their mobile devices to research monthly 15% are completing transactions with their mobile devices monthly Source: The Art Technology Group (ATG) Report Cross-Channel Commerce: The Consumer View March 2010
  • 23. ICE BREAKING Exploring Newer Channe Mobile els: What is the role of Mobile in connecting with users? What is different than more traditional channels? Do you really need it?
  • 24. ICE BREAKING What Is Channel-Appropriate Interaction? In-person Email Web Print Mobile Social/Public
  • 25. ICE BREAKING Multi-Channel Experiences c Website: www.lindt.com In Store Kiosk Phone Email Chocolate Connoisseur’s Clu Connoisseur s Social Media
  • 26. ICE BREAKING Multi-Channel Experiences c Website: www.virginamerica.com Phone Email Social Media Mobile Alerts In person In-person In-flight Frequent Flyer Loyalty Program
  • 27. ICE BREAKING Multi-Channel Experiences c Website: www.virginamerica.com Phone Email Social Media Mobile Alerts In person In-person In-flight Frequent Flyer Loyalty Program
  • 28. ICE BREAKING Multi-Channel Experiences c Web site: www.staples.com In Store, Signage Circular / Catalog / Phone Ubiquitous Easy Button / Brand Message Contact Us in Many Ways Desktop Gadget
  • 29. ICE BREAKING Multi-Channel Experiences c Website: www.williams-sonoma.com Catalog, Phone Email Bridal Registry In-store Technique, Cooking Classes, Product Demos & Food Tasting
  • 30. ICE BREAKING How to coordinate channels for the brand? Consider & research customer’s experiences across all channels Brainstorm & prioritize Balance business objectives against user objectives Develop a multi-channel experience strategy
  • 31. ICE BREAKING What can you do? Ask the right questions What, no Go beyond your mandate Share knowledge CXO? Encourage collaboration Don t Milton Don’t be Milton, but don t ge don’t fired
  • 32. ICE BREAKING We want to learn from yo ou. What Which companies have successfully used different channels to create deeper customer relationships? do you What tools and expertise wil enable richer relationships know? between customers and brands?
  • 34. ICE BREAKING Contact Us Amy Cueva Megan Grocki Founder & Chief Experience Officer Senior Experience Designer amy@madpow.net mgrocki@madpow.net Twitter @amycueva Twitter: @megUX