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Uncovering customer needs and motivations
to guide future transformation
25.7.2014 Proto Partners
STARTING WITH WHY
I
II
III
IV
V
Understanding
the Problem
Understanding
the Customer
Understanding
the Connections
Understanding
the Solution
Understanding
the Value
SUMMARY
Starting with why 25.07.2014 Proto Partners
CAN’T WE BE FRIENDS?
(Like me!)
_
I
Understanding the problem
Starting with why 25.07.2014 Proto Partners
(Customer)(Service provider)
I - UNDERSTANDING THE PROBLEM
Starting with why 25.07.2014 Proto Partners
THE IDEAL
EXPERIENCE
UNMET
EXPECTATIONS
(Customer)
I - UNDERSTANDING THE PROBLEM
Starting with why 25.07.2014 Proto Partners
WHY?
HOW?
Customer
THE IDEAL
EXPERIENCE
UNMET
EXPECTATIONS
I - UNDERSTANDING THE PROBLEM
Starting with why 25.07.2014 Proto Partners
There were two ways to be happy:
improve your reality, or lower
your expectations.
Jodi Picoult
I - UNDERSTANDING THE PROBLEM
Starting with why 25.07.2014 Proto Partners
“I signed up for a $80 contract..I try to control my
data but I inevitably breach my limit.
It’s the third month in a row I get a bill over $25O...
At the end of the contract I’m out”
CONTEXTUAL INTERVIEW
“I have have been contacting teh call centre
for the 6 months and the problem is still
unresolved.”
NPS REVIEW
I - UNDERSTANDING THE PROBLEM
Starting with why 25.07.2014 Proto Partners
I - UNDERSTANDING THE PROBLEM
THE IDEAL EXPERIENCE
Virgin America
Starting with why 25.07.2014 Proto Partners
I - UNDERSTANDING THE PROBLEM
THE IDEAL EXPERIENCE
Virgin America
Starting with why 25.07.2014 Proto Partners
I - UNDERSTANDING THE PROBLEM
THE IDEAL EXPERIENCE
Virgin America
Starting with why 25.07.2014 Proto Partners
THE IDEAL EXPERIENCE
Virgin America
I - UNDERSTANDING THE PROBLEM
Starting with why 25.07.2014 Proto Partners
I - UNDERSTANDING THE PROBLEM
Photo, Flickr, MarzoSyd
THE IDEAL EXPERIENCE
Uber
Starting with why 25.07.2014 Proto Partners
I - UNDERSTANDING THE PROBLEM
THE IDEAL EXPERIENCE
Uber
Starting with why 25.07.2014 Proto Partners
I - UNDERSTANDING THE PROBLEM
THE IDEAL EXPERIENCE
Uber
Starting with why 25.07.2014 Proto Partners
I - UNDERSTANDING THE PROBLEM
THE IDEAL EXPERIENCE
Uber
Starting with why 25.07.2014 Proto Partners
#1 CONTEXTUALISE THE PROBLEM
#2 SET A DIRECTION
#3 DETERMINE WHAT SUCCESS LOOKS LIKE
I - UNDERSTANDING THE PROBLEM
How to: Fill the gap
I - UNDERSTANDING THE PROBLEM
#1 CONTEXTUALISE THE PROBLEM
Starting with why 25.07.2014 Proto Partners
I - UNDERSTANDING THE PROBLEM
#2 SET A DIRECTION
Starting with why 25.07.2014 Proto Partners
I - UNDERSTANDING THE PROBLEM
#3 DETERMINE WHAT SUCCESS LOOKS LIKE
Starting with why 25.07.2014 Proto Partners
DO YOU ACT THIS WAY?
(After all the perks I gave you!)
_
II
Understanding the customer
Starting with why 25.07.2014 Proto Partners
...
Starting with why 25.07.2014 Proto Partners
II - UNDERSTANDING THE CUSTOMER
Your most unhappy customers are your
greatest source of learning.
Bill Gates
II - UNDERSTANDING THE CUSTOMER
Starting with why 25.07.2014 Proto Partners
II - UNDERSTANDING THE CUSTOMER
CASE STUDY
VMA
41 point
CHECKLIST
6 KEY
POINTS
Starting with why 25.07.2014 Proto Partners
#1 DRILL DOWN
#2 PAY ATTENTION TO THE UNEXPECTED
#3 FACTS AND BEHAVIOURS ARE WORTH 1000 WORDS
#4 A FEW USER RESEARCH METHODS WE USE
How to: Look for the right thing?
II - UNDERSTANDING THE CUSTOMER
II - UNDERSTANDING THE CUSTOMER
#1 DRILL DOWN
Starting with why 25.07.2014 Proto Partners
II - UNDERSTANDING THE CUSTOMER
#2 PAY ATTENTION TO THE UNEXPECTED
Starting with why 25.07.2014 Proto Partners
II - UNDERSTANDING THE CUSTOMER
#3 FACTS AND BEHAVIOURS VS. WORDS
Starting with why 25.07.2014 Proto Partners
II - UNDERSTANDING THE CUSTOMER
Immersion NPS Responses Analysis Contextual Interviews
#4 A FEW RESEARCH METHODS WE USE
Starting with why 25.07.2014 Proto Partners
Calljacking Shadowing Customer Diaries
WHY CAN’T I MAKE SENSE OF THAT?
(It looks like a bunch of random data.)
_
III
Understanding the connections
Starting with why 25.07.2014 Proto Partners
...
III - UNDERSTANDING THE CONNECTIONS
Starting with why 25.07.2014 Proto Partners
Eventually everything connects -
people, ideas, objects.
The quality of the connections is the key
to quality per se.
Charles Eames
III - UNDERSTANDING THE CONNECTIONS
Starting with why 25.07.2014 Proto Partners
#1 PLASTER THE WALLS
#2 TRUST YOUR GUTS
#3 QUALITY VS. QUANTITY
How to: Deal with Simplexity
III - UNDERSTANDING THE CONNECTIONS
#1 PLASTER THE WALLS
III - UNDERSTANDING THE CONNECTIONS
Starting with why 25.07.2014 Proto Partners
#2 TRUST YOUR GUTS
III - UNDERSTANDING THE CONNECTIONS
Starting with why 25.07.2014 Proto Partners
#3 QUALITY VS. QUANTITY
III - UNDERSTANDING THE CONNECTIONS
Starting with why 25.07.2014 Proto Partners
#3 QUALITY VS. QUANTITY
III - UNDERSTANDING THE CONNECTIONS
Starting with why 25.07.2014 Proto Partners
WHY DOESN’T THAT WORK?
(It´s such a great idea!)
_
IV
Understanding the solution
Starting with why 25.07.2014 Proto Partners
...
IV - UNDERSTANDING THE SOLUTION
Starting with why 25.07.2014 Proto Partners
To draw an idea accurately, decisions have
to be made that can be avoided by even the
most precise language…Whether the task at
hand is a hair dryer, a weekend retreat in the
country, or an annual report, drawing forces
decisions.
Tim Brown
Starting with why 25.07.2014 Proto Partners
IV - UNDERSTANDING THE SOLUTION
Mapping the journey
Starting with why 25.07.2014 Proto Partners
IV - UNDERSTANDING THE SOLUTION
Emotional Journey
& Painpoints
Key Action
by channel
& supporting
verbatims
Phases &
Touchpoints
1
2
3 Key Insights &
Opportunities
2
Mapping the journey
Starting with why 25.07.2014 Proto Partners
IV - UNDERSTANDING THE SOLUTION
Mapping the journey
Starting with why 25.07.2014 Proto Partners
IV - UNDERSTANDING THE SOLUTION
Visualising Ideas
Starting with why 25.07.2014 Proto Partners
IV - UNDERSTANDING THE SOLUTION
Visualising Ideas
Starting with why 25.07.2014 Proto Partners
IV - UNDERSTANDING THE SOLUTION
Making Ideas Tangible
Starting with why 25.07.2014 Proto Partners
IV - UNDERSTANDING THE SOLUTION
WHY DO I NEED TO CHANGE?
(It’s so comfortable in here.)
_
V
Understanding the value
Starting with why 25.07.2014 Proto Partners
...
Starting with why 25.07.2014 Proto Partners
V - UNDERSTANDING THE FUTURE
If we keep doing what we’re doing, we’re
going to keep getting what we’re getting.
Stephen Covey
Starting with why 25.07.2014 Proto Partners
V - UNDERSTANDING THE FUTURE
Envisioning the future
Starting with why 25.07.2014 Proto Partners
V - UNDERSTANDING THE FUTURE
Where to start first
Starting with why 25.07.2014 Proto Partners
V - UNDERSTANDING THE FUTURE
Where to start first
Starting with why 25.07.2014 Proto Partners
V - UNDERSTANDING THE FUTURE
PRIORITISATION MAP - NEW
CUSTOMER IMPACT
COST REDUCTION
12
3
#3
#3
#12
#8
#20
#6
#17
#14 #9 #5
#11
#4
#16
#10
#7
#1
#2
#18
#15
#19
COST REDUCTION
CRITERIA
DRIVES CALL REDUCTION
DRIVE STAFF HEAD
COUNT DOWN
REDUCE CREDITS
WASTE REDUCTION
REDUCE NON-VALUE
ADDING INTERACTIONS
CUSTOMER IMPACT
CRITERIA
SIGNIFICANT NPS DRIVER
STRONG VIRGIN DIFFERTIA-
TION
REDUCE CUSTOMER EFFORT
REDUCE NEGATIVE MOMENTS
OF TRUTH
Starting with why 25.07.2014 Proto Partners
V - UNDERSTANDING THE FUTURE
THE IDEAL
EXPERIENCE
UNMET
EXPECTATIONS
Starting with why 25.07.2014 Proto Partners
No one cares how much you know, until
they know how much you care
Theodore Roosevelt
V - UNDERSTANDING THE FUTURE
Contacts: Damian.Kernahan@protopartners.com.au, Francesca.Jakin@protopartners.com.au
THANK YOU

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Start with Why to get a better understanding of your customers.

  • 1. Uncovering customer needs and motivations to guide future transformation 25.7.2014 Proto Partners STARTING WITH WHY
  • 2. I II III IV V Understanding the Problem Understanding the Customer Understanding the Connections Understanding the Solution Understanding the Value SUMMARY Starting with why 25.07.2014 Proto Partners
  • 3. CAN’T WE BE FRIENDS? (Like me!) _ I Understanding the problem Starting with why 25.07.2014 Proto Partners
  • 4. (Customer)(Service provider) I - UNDERSTANDING THE PROBLEM Starting with why 25.07.2014 Proto Partners
  • 5. THE IDEAL EXPERIENCE UNMET EXPECTATIONS (Customer) I - UNDERSTANDING THE PROBLEM Starting with why 25.07.2014 Proto Partners
  • 6. WHY? HOW? Customer THE IDEAL EXPERIENCE UNMET EXPECTATIONS I - UNDERSTANDING THE PROBLEM Starting with why 25.07.2014 Proto Partners
  • 7. There were two ways to be happy: improve your reality, or lower your expectations. Jodi Picoult I - UNDERSTANDING THE PROBLEM Starting with why 25.07.2014 Proto Partners
  • 8. “I signed up for a $80 contract..I try to control my data but I inevitably breach my limit. It’s the third month in a row I get a bill over $25O... At the end of the contract I’m out” CONTEXTUAL INTERVIEW “I have have been contacting teh call centre for the 6 months and the problem is still unresolved.” NPS REVIEW I - UNDERSTANDING THE PROBLEM Starting with why 25.07.2014 Proto Partners
  • 9. I - UNDERSTANDING THE PROBLEM THE IDEAL EXPERIENCE Virgin America Starting with why 25.07.2014 Proto Partners
  • 10. I - UNDERSTANDING THE PROBLEM THE IDEAL EXPERIENCE Virgin America Starting with why 25.07.2014 Proto Partners
  • 11. I - UNDERSTANDING THE PROBLEM THE IDEAL EXPERIENCE Virgin America Starting with why 25.07.2014 Proto Partners
  • 12. THE IDEAL EXPERIENCE Virgin America I - UNDERSTANDING THE PROBLEM Starting with why 25.07.2014 Proto Partners
  • 13. I - UNDERSTANDING THE PROBLEM Photo, Flickr, MarzoSyd THE IDEAL EXPERIENCE Uber Starting with why 25.07.2014 Proto Partners
  • 14. I - UNDERSTANDING THE PROBLEM THE IDEAL EXPERIENCE Uber Starting with why 25.07.2014 Proto Partners
  • 15. I - UNDERSTANDING THE PROBLEM THE IDEAL EXPERIENCE Uber Starting with why 25.07.2014 Proto Partners
  • 16. I - UNDERSTANDING THE PROBLEM THE IDEAL EXPERIENCE Uber Starting with why 25.07.2014 Proto Partners
  • 17. #1 CONTEXTUALISE THE PROBLEM #2 SET A DIRECTION #3 DETERMINE WHAT SUCCESS LOOKS LIKE I - UNDERSTANDING THE PROBLEM How to: Fill the gap
  • 18. I - UNDERSTANDING THE PROBLEM #1 CONTEXTUALISE THE PROBLEM Starting with why 25.07.2014 Proto Partners
  • 19. I - UNDERSTANDING THE PROBLEM #2 SET A DIRECTION Starting with why 25.07.2014 Proto Partners
  • 20. I - UNDERSTANDING THE PROBLEM #3 DETERMINE WHAT SUCCESS LOOKS LIKE Starting with why 25.07.2014 Proto Partners
  • 21. DO YOU ACT THIS WAY? (After all the perks I gave you!) _ II Understanding the customer Starting with why 25.07.2014 Proto Partners
  • 22. ... Starting with why 25.07.2014 Proto Partners II - UNDERSTANDING THE CUSTOMER
  • 23. Your most unhappy customers are your greatest source of learning. Bill Gates II - UNDERSTANDING THE CUSTOMER Starting with why 25.07.2014 Proto Partners
  • 24. II - UNDERSTANDING THE CUSTOMER CASE STUDY VMA 41 point CHECKLIST 6 KEY POINTS Starting with why 25.07.2014 Proto Partners
  • 25. #1 DRILL DOWN #2 PAY ATTENTION TO THE UNEXPECTED #3 FACTS AND BEHAVIOURS ARE WORTH 1000 WORDS #4 A FEW USER RESEARCH METHODS WE USE How to: Look for the right thing? II - UNDERSTANDING THE CUSTOMER
  • 26. II - UNDERSTANDING THE CUSTOMER #1 DRILL DOWN Starting with why 25.07.2014 Proto Partners
  • 27. II - UNDERSTANDING THE CUSTOMER #2 PAY ATTENTION TO THE UNEXPECTED Starting with why 25.07.2014 Proto Partners
  • 28. II - UNDERSTANDING THE CUSTOMER #3 FACTS AND BEHAVIOURS VS. WORDS Starting with why 25.07.2014 Proto Partners
  • 29. II - UNDERSTANDING THE CUSTOMER Immersion NPS Responses Analysis Contextual Interviews #4 A FEW RESEARCH METHODS WE USE Starting with why 25.07.2014 Proto Partners Calljacking Shadowing Customer Diaries
  • 30. WHY CAN’T I MAKE SENSE OF THAT? (It looks like a bunch of random data.) _ III Understanding the connections Starting with why 25.07.2014 Proto Partners
  • 31. ... III - UNDERSTANDING THE CONNECTIONS Starting with why 25.07.2014 Proto Partners
  • 32. Eventually everything connects - people, ideas, objects. The quality of the connections is the key to quality per se. Charles Eames III - UNDERSTANDING THE CONNECTIONS Starting with why 25.07.2014 Proto Partners
  • 33. #1 PLASTER THE WALLS #2 TRUST YOUR GUTS #3 QUALITY VS. QUANTITY How to: Deal with Simplexity III - UNDERSTANDING THE CONNECTIONS
  • 34. #1 PLASTER THE WALLS III - UNDERSTANDING THE CONNECTIONS Starting with why 25.07.2014 Proto Partners
  • 35. #2 TRUST YOUR GUTS III - UNDERSTANDING THE CONNECTIONS Starting with why 25.07.2014 Proto Partners
  • 36. #3 QUALITY VS. QUANTITY III - UNDERSTANDING THE CONNECTIONS Starting with why 25.07.2014 Proto Partners
  • 37. #3 QUALITY VS. QUANTITY III - UNDERSTANDING THE CONNECTIONS Starting with why 25.07.2014 Proto Partners
  • 38. WHY DOESN’T THAT WORK? (It´s such a great idea!) _ IV Understanding the solution Starting with why 25.07.2014 Proto Partners
  • 39. ... IV - UNDERSTANDING THE SOLUTION Starting with why 25.07.2014 Proto Partners
  • 40. To draw an idea accurately, decisions have to be made that can be avoided by even the most precise language…Whether the task at hand is a hair dryer, a weekend retreat in the country, or an annual report, drawing forces decisions. Tim Brown Starting with why 25.07.2014 Proto Partners IV - UNDERSTANDING THE SOLUTION
  • 41. Mapping the journey Starting with why 25.07.2014 Proto Partners IV - UNDERSTANDING THE SOLUTION Emotional Journey & Painpoints Key Action by channel & supporting verbatims Phases & Touchpoints 1 2 3 Key Insights & Opportunities 2
  • 42. Mapping the journey Starting with why 25.07.2014 Proto Partners IV - UNDERSTANDING THE SOLUTION
  • 43. Mapping the journey Starting with why 25.07.2014 Proto Partners IV - UNDERSTANDING THE SOLUTION
  • 44. Visualising Ideas Starting with why 25.07.2014 Proto Partners IV - UNDERSTANDING THE SOLUTION
  • 45. Visualising Ideas Starting with why 25.07.2014 Proto Partners IV - UNDERSTANDING THE SOLUTION
  • 46. Making Ideas Tangible Starting with why 25.07.2014 Proto Partners IV - UNDERSTANDING THE SOLUTION
  • 47. WHY DO I NEED TO CHANGE? (It’s so comfortable in here.) _ V Understanding the value Starting with why 25.07.2014 Proto Partners
  • 48. ... Starting with why 25.07.2014 Proto Partners V - UNDERSTANDING THE FUTURE
  • 49. If we keep doing what we’re doing, we’re going to keep getting what we’re getting. Stephen Covey Starting with why 25.07.2014 Proto Partners V - UNDERSTANDING THE FUTURE
  • 50. Envisioning the future Starting with why 25.07.2014 Proto Partners V - UNDERSTANDING THE FUTURE
  • 51. Where to start first Starting with why 25.07.2014 Proto Partners V - UNDERSTANDING THE FUTURE
  • 52. Where to start first Starting with why 25.07.2014 Proto Partners V - UNDERSTANDING THE FUTURE PRIORITISATION MAP - NEW CUSTOMER IMPACT COST REDUCTION 12 3 #3 #3 #12 #8 #20 #6 #17 #14 #9 #5 #11 #4 #16 #10 #7 #1 #2 #18 #15 #19 COST REDUCTION CRITERIA DRIVES CALL REDUCTION DRIVE STAFF HEAD COUNT DOWN REDUCE CREDITS WASTE REDUCTION REDUCE NON-VALUE ADDING INTERACTIONS CUSTOMER IMPACT CRITERIA SIGNIFICANT NPS DRIVER STRONG VIRGIN DIFFERTIA- TION REDUCE CUSTOMER EFFORT REDUCE NEGATIVE MOMENTS OF TRUTH
  • 53. Starting with why 25.07.2014 Proto Partners V - UNDERSTANDING THE FUTURE THE IDEAL EXPERIENCE UNMET EXPECTATIONS
  • 54. Starting with why 25.07.2014 Proto Partners No one cares how much you know, until they know how much you care Theodore Roosevelt V - UNDERSTANDING THE FUTURE