Today, you have the ability to connect customer insights with digital technologies to transform the customer experience and deliver significant business value.
The best customer experience is one that occurs across the entire lifecycle — from unknown prospects to existing and highly profitable customers.
Customer experience spans all channels from mobile to social to in-store promotions, and when executed effectively unifies a brand’s touch points into a cohesive, differentiated experience.
Our second session in Perficient’s Digital Transformation webinar series covered:
-What customer experience is, and why it drives digital transformation
-How to plan for customer experience within the context of your digital transformation initiatives
-Highlights and case examples from industry leaders in customer experience
-How to define maturity levels to help you assess your organization's customer experience – strengths, gaps and outline next steps
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How Customer Experience Drives Digital Transformation
1. DIGITAL TRANSFORMATION IN 2015
How Customer Experience Drives Digital Transformation
#PerficientDigital
facebook.com/perficient twitter.com/PRFT_Transformlinkedin.com/company/perficient
2. 2#PerficientDigital
Perficient is a leading information
technology consulting firm serving clients
throughout North America.
We help clients implement business-driven
technology solutions that integrate business
processes, improve worker productivity, increase
customer loyalty and create a more agile enterprise
to better respond to new business opportunities.
ABOUT PERFICIENT
3. #PerficientDigital 3
PERFICIENT PROFILE
Founded in 1997
Public, NASDAQ: PRFT
2014 projected revenue ~$454 million
Major market locations:
Allentown, Atlanta, Ann Arbor, Boston, Charlotte, Chicago, Cincinnati,
Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis,
Lafayette, Milwaukee, Minneapolis, New York City, Northern California,
Oxford (UK), Southern California, St. Louis, Toronto
Global delivery centers in China and India
>2,600 colleagues
Dedicated solution practices
~90% repeat business rate
Alliance partnerships with major technology vendors
Multiple vendor/industry technology and growth awards
4. 4#PerficientDigital
INDUSTRIES
Healthcare
Financial Services
Life Sciences
Retail & Consumer Goods
Automotive & Transportation
High Tech
Telecom
Energy & Utilities
Manufacturing
Media & Entertainment
PORTAL
Portal Frameworks
Search
Security
Web Analytics
Web Content Management
Social & Collaboration
Mobility
Experience Design
INTEGRATION
Integration Frameworks
Cloud Architecture
Reference Architecture
Application Integration
Enterprise Application
Integration
Service Oriented Architecture
Process & Content Integration
Business Process Management
Complex Event Processing
Rules Engines
DATA & CONTENT
Business Analytics
Business Intelligence
Predictive Analytics
Reporting
Structured Data Management
Data Integration, Quality &
Governance
Enterprise Data Warehouse
Master Data Management
Product & Information
Management
Unstructured Data Management
Big Data
Content Intelligence
Content Management
Enterprise Search
CUSTOMER EXPERIENCE
Customer 360
Multi Channel Enablement
Relationship Management
Social Engagement
Commerce
Marketing Strategy Implementation
Order Management
Supply Chain Management
Service & Support
Managed Hosting
Sales & Service Support
Customer Service, Sales Force
Automation
Experience Design
Strategic Roadmaps & Envision
Workshops
User Research & Metrics Analysis
Creative & Interaction Design
Custom & Responsive UI
Development
Digital Marketing
Search Engine Marketing
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Content Strategy
Conversion Optimization
Management Consulting
BUSINESS OPERATIONS
Corporate Performance
Management
Budgeting, Forecasting &
Planning
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Analytics
Enterprise Business Solutions
Oracle EBS
Vertex Tax Solutions
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Employee Portals
Human Resource Management
Talent Management
Enterprise Social Platforms
Social Strategy
Lync Unified Communications
Office 365
Management Consulting
OUR SOLUTIONS PORTFOLIO
5. 5#PerficientDigital
Perficient XD is a digital agency within Perficient. We’re the CX and creative
engine that powers the IT consulting locomotive. We envision, design and
build intuitive customer experience solutions that are results-focused, digital
ready and grounded in social science insight.
7. 7#PerficientDigital
How Customer Experience Drives
Digital Transformation
• Customer Experience
Impact
• Role of Customer
Experience in Digital
Transformation
• Industry Examples
• 3 Starting Points for
Digital Transformation
10. 10#PerficientDigital
CX = SUM OF ALL INTERACTIONS WITH A BRAND
PRODUCTS
BROADCAST
PUBLICATIONS SOCIAL
EVENTS
DIRECT MAIL
IN STORE
WEB
MOBILE
EMAIL
BRANCH
GAMING
11. 11#PerficientDigital
More than any other factor, customer
experiences determine whether companies
thrive and profit, or struggle and fade.
— Josh Bernoff, Forrester Research
“
”
12. 12#PerficientDigital
Rising Customer
Expectations
Amazon, Zappos, Facebook,
Apple, et al are redefining
service, speed and ease-of-use
Continual
Connectedness
Adoption of digital channels is
driving demand for choice and
connectedness
Organizational
Velocity
Tech lowers barriers to entry
and increases speed; slow
response invites disruption
Abundance of Customer
Data
Requires competency in turning
complex data into business
insight
CX TRENDS ARE DRIVING MASSIVE CHANGE
13. 13#PerficientDigital
Source: Temkin Group Insight Report, State of CX Management 2014
Only 10% of large companies
have achieved top levels of
customer experience maturity
...BUT MOST COMPANIES HAVE NOT ADAPTED
10LEVEL 5+
%
31LEVEL 1
%
13LEVEL 4
%
19LEVEL 3
%
27LEVEL 2
%
14. 14#PerficientDigital
Only 10% of large companies
have achieved top levels of
customer experience maturity
...BUT MOST COMPANIES HAVE NOT ADAPTED
10LEVEL 5+
%
31LEVEL 1
%
13LEVEL 4
%
19LEVEL 3
%
27LEVEL 2
%
15. 15#PerficientDigital
60Companies that prioritize
customer experience generate
60% higher profits than
competitors
CX ADAPTERS REAP BENEFITS
Source: Gartner Research, “Leading on the Edge of Chaos”, 2013, Emmet Murphy and Mark Murphy)
17. 17#PerficientDigital
Source: McKinsey & Co. studies, 2013 and 2015
CX ADAPTERS REAP BENEFITS
multi-channel journey.occur during a multi-event,
of all customer interactions
More
than
50%
18. 18#PerficientDigital
CX ADAPTERS REAP BENEFITS
multi-channel journey.occur during a multi-event,
of all customer interactions
More
than
50%
And the number of digital touch points is
growing 20% annually...
Source: McKinsey & Co. studies, 2013 and 2015
19. 19#PerficientDigital
CX ADAPTERS REAP BENEFITS
65
Percent of consumers who get frustrated
when presented with an inconsistent
experience across channels.Source: Accenture Global Consumer Pulse, 2013
23. 23#PerficientDigital
The realignment of, or new investment in,
technology and business models to more
effectively engage digital customers at every
point in the customer experience lifecycle.
— Altimeter
“
”
DIGITAL TRANSFORMATION
39. 39#PerficientDigital
CUSTOMER EXPERIENCE TRANSFORMATION
The process of making systemic, lasting changes to a
business to improve its interactions with customers and to
better align those interactions with its brand.
1. Determine customer experience maturity
2. Address 7 dimensions of customer experience
3. Transform your business by reaching the next level of maturity
42. 42#PerficientDigital
Leviev
Part of a competitive jewelry / boutique space
• Many competitors in both mid- and high-end
• Opened London store in 2006
Upscale customers demand a relationship
• Treat them like you know them
• Understand their history and their likes
• Have to compete against a variety of others who
already get this
External factors can influence sales
• Blood diamonds
• Environmental issues
• Reputation is king for gems and diamonds
SITUATION
43. 43#PerficientDigital
Leviev
Solve reputation challenge
• Own the mines for their diamonds
• Become a large diamond manufacturer
• Gain exclusive access to key gemstones
Use technology to enhance the relationship
• Customer jewelry box to show details of all
previous sales and current pieces
• Shareable sketches between Leviev designers
and customers
• Track customer birthdays, anniversaries, travel
preferences, and jewelry preferences
• Show inventory of finished pieces or diamonds
– From any store
– Catalog available on tablet for sales associates in
any other location
The Premier Customer Experience
SOLUTIONS
44. 44#PerficientDigital
Leviev IMPLICATIONS
Reputation
Impacts: • Solved the reputation problem first
• Created key industry relationships
Function: Know my customer
Impacts: • CRM to track preferences
• Integration to sales or billing system
• Social tool to share information real time
• CRM tool for proactive communication
Function: Jewelry Box and Shared Design
Impacts: • Tool to store high resolution photos
• Mobile and web interface for Leviev
• Client interface and access outside store
Function: Catalog
Impacts: • Mobile/web interface integration
to image repository
45. 45
A Fashion Retailer
“Our web site is old. It’s disjointed.
We don’t track well across channels.”
• Let’s recreate their entire customer
experience
• Let’s create the same experience in
mobile and web
• We have to show the same experience
regardless of where they come from
• Let’s give them a personalized
experience
SITUATION
#PerficientDigital
46. 46
A Fashion Retailer
#PerficientDigital
IMPLICATIONS
A Seamless Customer Experience
CX involves many moving parts
• Commerce tools
• Embedded commerce in personalized web content
• Integrated CRM for lead tracking and generation
• Marketing management tool to push messages and
track success
• Better analytics to understand failure and success
Cuts across different parts of the business
• Marketing
– Must manage the site everyday across multiple tools
– Involved in traffic across multiple brands
– Lead generation and lead tracking
• IT
– Smaller team but with a global footprint
– Brand consistency
49. 49#PerficientDigital
3 WAYS TO START
Conduct a customer
experience maturity
assessment
Map one or two of your
most important
customer journeys
Estimate potential
impact on investments
and results
A CB
50. 50#PerficientDigital
3 WAYS TO START
A CB
Conduct a customer
experience maturity
assessment
Map one or two of your
most important
customer journeys
Estimate potential
impact on investments
and results
A CBA
52. 52#PerficientDigital
CXIQ ANSWERS 3 KEY QUESTIONS
1. How effective are experiences we offer customers?
2. How mature are the capabilities we use to deliver experiences?
3. How do experiences compare to those of our competitors?
A CBA
53. 53#PerficientDigital
USE CXIQ TO PLAN AN APPROACH
1
Strate
gy
7
Opera
tions
&
Gover
nance
4
Enabli
ng
Techn
ologie
s
2
Custo
mer
Insigh
t
3
Desig
n
Proce
ss
6
Cultur
e5
Meas
ureme
nt
S
C
M
DP
ET
CI
O
Uncommitted / Level 1
Focus first on:
• Customer insight
• Experience strategy
• Goal-setting
A CBA
55. 55#PerficientDigital
1
Strate
gy
7
Opera
tions
&
Gover
nance
4
Enabli
ng
Techn
ologie
s
2
Custo
mer
Insigh
t
3
Desig
n
Proce
ss
6
Cultur
e5
Meas
ureme
nt
S
C
M
DP
ET
CI
O
USE CXIQ TO PLAN AN APPROACH
1
Strate
gy
7
Opera
tions
&
Gover
nance
4
Enabli
ng
Techn
ologie
s
2
Custo
mer
Insigh
t
3
Desig
n
Proce
ss
6
Cultur
e5
Meas
ureme
nt
S
C
M
DP
ET
CI
O
Uncommitted / Level 1
Focus first on:
• Customer insight
• Experience strategy
• Goal-setting
1
Strate
gy
7
Opera
tions
&
Gover
nance
4
Enabli
ng
Techn
ologie
s
2
Custo
mer
Insigh
t
3
Desig
n
Proce
ss
6
Cultur
e5
Meas
ureme
nt
S
C
M
DP
ET
CI
O
A CBA
Engaged / Level 2
Focus first on:
• Design processes
• Technology
• Operations
Dynamic / Level 3
Focus first on:
• Customer-centric culture
• Measurement / results
56. 56#PerficientDigital
1
Strate
gy
7
Opera
tions
&
Gover
nance
4
Enabli
ng
Techn
ologie
s
2
Custo
mer
Insigh
t
3
Desig
n
Proce
ss
6
Cultur
e5
Meas
ureme
nt
S
C
M
DP
ET
CI
O
USE CXIQ TO PLAN AN APPROACH
1
Strate
gy
7
Opera
tions
&
Gover
nance
4
Enabli
ng
Techn
ologie
s
2
Custo
mer
Insigh
t
3
Desig
n
Proce
ss
6
Cultur
e5
Meas
ureme
nt
S
C
M
DP
ET
CI
O
Uncommitted / Level 1
Focus first on:
• Customer insight
• Experience strategy
• Goal-setting
1
Strate
gy
7
Opera
tions
&
Gover
nance
4
Enabli
ng
Techn
ologie
s
2
Custo
mer
Insigh
t
3
Desig
n
Proce
ss
6
Cultur
e5
Meas
ureme
nt
S
C
M
DP
ET
CI
O
1
Strate
gy
7
Opera
tions
&
Gover
nance
4
Enabli
ng
Techn
ologie
s
2
Custo
mer
Insigh
t
3
Desig
n
Proce
ss
6
Cultur
e5
Meas
ureme
nt
S
C
M
DP
ET
CI
O
A CBA
Engaged / Level 2
Focus first on:
• Design processes
• Technology
• Operations
Dynamic / Level 3
Focus first on:
• Customer-centric culture
• Measurement / results
Differentiated / Level 4
Focus first on:
• Strategy & innovation
• Customer insight
• Breakthrough technologies
57. 57#PerficientDigital
4 TIPS FOR ASSESSING CX MATURITY
1. Ensure assessment team has access they need
2. Explore full context in which customer experiences exist
3. Benchmark against reality
4. Use CX maturity scores to evaluate and prioritize proposed initiatives
A CBA
58. 58#PerficientDigital
3 WAYS TO START
A CB
Conduct a customer
experience maturity
assessment
Map one or two of your
most important
customer journeys
Estimate potential
impact on investments
and results
A CBA
59. 59#PerficientDigital
MAP KEY CUSTOMER JOURNEYS
Journey Type Customer Objectives Company Objectives
Product Discovery
• Explore features, benefits and pricing to
help me become informed and create a
budget
• Drive awareness, consideration and
engagement
A CBA
60. 60#PerficientDigital
MAP KEY CUSTOMER JOURNEYS
Problem Resolution
Journey Type Customer Objectives Company Objectives
Product Discovery
Purchase
On-boarding
• Explore features, benefits and pricing to
help me become informed and create a
budget
• Drive awareness, consideration and
engagement
• Transact effortlessly, confidently
• Develop and maintain trust
• Collect payment accurately
• Drive revenue goals
• Take the first step, learning as I go at
my own pace
• Acquire the right customer
• Engage them and expose them to
product options
• Accomplish a task on my own
• Troubleshoot a problem and resolve
it quickly and easily
• Reduce service costs
• Teach self-help over time
A CBA
61. 61#PerficientDigital
ORG DESIGN ONCE FAVORED SILOS...
In-storeOnlineProduct SupportMarketing
Stand-alone touch points
offer efficiency at the
expense of customer
experience
A CBA
62. 62#PerficientDigital
...BUT TODAY, SILOS INHIBIT JOURNEYS
In-storeOnlineProduct SupportMarketing
Silos become barriers as
technology enables customer
transactions across the
enterprise
A CBA
63. 63#PerficientDigital
JOURNEY MAPPING IMPROVES EXPERIENCES
On-boarding
Problem Resolution
Product Discovery
Purchase
In-storeOnlineProduct SupportMarketing
ORGANIZATIONAL SILOS
TYPES OF JOURNEYS
A CBA
65. 65#PerficientDigital
5 TIPS FOR JOURNEY MAPPING
1. Start with your most important customers or those you can help the most
2. Be clear on objectives
3. Follow an ethnographic approach
4. Seek out customer-facing employees for their input
5. Visual mapping encourages sharing and communication
A CBA
66. 66#PerficientDigital
3 WAYS TO START
A CBA
A CB
Conduct a customer
experience maturity
assessment
Map one or two of your
most important
customer journeys
Estimate potential
impact on investments
and outcomes
67. 67#PerficientDigital
ESTIMATE CX INVESTMENT & OUTCOMES
To drive these results... support these needs... and target these metrics.
Increased Revenue
• Simplified transactions and processes
• Personalized recommendations
• Device-optimized UI
• Transparent pricing
• Site visits
• Page views
• Number of leads
• Conversion rate
Reduced Support Costs
• Self-guided on boarding
• Robust self-service options
• Situation-optimized UI
• Transparent, easy-to-understand policies
• Clear language and instructions
• Service calls
• Interactive chat resolution rate
• Number of contact center emails
• Online self-service resolution rate
• IVR self-service resolution rate
Increased Engagement
• Personalized content and features
• Social media integration
• Relevant and inviting content
• Device-optimized content
• Session length
• Frequency of visits
• Registration rate
• Click-through rate
Increased Satisfaction
• Exceed expectations
• Optimize for RTS (return on time spent)
• NPS, C-Sat scores
• Number of customer complaints
• Social listening measures
A CBA
Source: Forrester Research, 2014
69. 69#PerficientDigital
ALIGN CORP STRATEGY WITH CX STRATEGY
Segmentation
Differentiation
Cost leadership Low prices
Innovation
Fit
Company Strategy Brand Promise
A CBA
70. 70#PerficientDigital
ALIGN CORP STRATEGY WITH CX STRATEGY
Segmentation
Differentiation
Cost leadership Low prices
Innovation
Fit
• Self-help optimization
• Ultra-simplification
• Crowd-powered
• Proactive guidance
• Data-amplified success
• Product as platform
• Tailored intimacy
• Micro-niche
• Mass customization
Company Strategy Brand Promise Customer Experience Strategy
A CBA
Source: Forrester Research, 2014
71. 71#PerficientDigital
5 TIPS FOR ESTIMATING CX IMPACT
1. Assemble a multi-disciplinary team
2. Facilitate the discussions, drive to consensus
3. Distinguish one-time costs from recurring costs
4. Map business value to customer value
5. Look to your attribution programs for more proof
A CBA
72. 72#PerficientDigital
RECAP: 3 WAYS TO START
Conduct a customer
experience maturity
assessment
Map one or two of your
most important
customer journeys
Estimate potential
impact on investments
and results
A CB
74. #PerficientDigital 74
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Next up:
Build a Mobile Foundation to Drive Digital
Transformation Initiatives
March 19 | 1:00 PM CT
bit.ly/DTSeries3