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Designing Customer Experience
                            (an intro to service design)

                                General Assembly
                              Thursday Feb 2, 2012
                        Elliot Felix, brightspot strategy


©brightspot strategy 2011. All Rights Reserved (except as otherwise noted).
workshop introduction




     ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   2
about brightspot
Brightspot creates strategies for
work and learning experiences that
enable people and organizations to
thrive – strategies that improve
space, services, and culture.




          ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   3
objective
Objective: Learn the service design mindset and toolkit so
that you can improve the experience of your customers.


In this workshop you will learn:

•  An overview of Service Design mindset and toolkit

•  Case studies of Service Design in action

•  Instruction on and experience with how to use core
   Service Design tools

•  Useful references and resources




          ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   4
agenda

 10:00 to 10:30am                  Session / Service Design Intro

 10:30 to 11:00am                  Visioning

 11:00 to 11:30am                  Personas

 11:30 to 11:45am                  break

 11:45 to 12:15pm                  Journey Mapping

 12:15 to 12:45pm                  Service Blueprinting

  12:45 to 1:15pm                  Prototyping

   1:15 to 1:30pm                  break

   1:30 to 2:00pm                  Q & A and Wrap-up

        ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   5
some examples




     ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   6
compare customer experiences


Jetblue                                                      Southwest




                                                       vs.


                               Flickr Doug Letterman                                   Flickr TheeErin




          ©brightspot strategy 2012. All Rights Reserved.           Service Design Workshop              7
compare customer experiences


RadioShack                                                 Apple Store




                                                     vs.


                                 Flickr Bekathwia                                     Flickr Tanzen80




         ©brightspot strategy 2012. All Rights Reserved.           Service Design Workshop              8
compare customer experiences


Google                                                     Yahoo




                                                     vs.


                                                                                      Flickr TheeErin




         ©brightspot strategy 2012. All Rights Reserved.           Service Design Workshop              9
compare customer experiences


Zipcar                                                     Hold On




                                                     vs.


                                                                                        Flickr TheeErin




         ©brightspot strategy 2012. All Rights Reserved.             Service Design Workshop          10
service design introduction




      ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   11
six shifts
new cultural, economic, technological, and environmental views
are creating five shifts in how people live, learn, work and play.




    mobility
    mobility                             self-service         integration

 customization                                 sharing      participation




          ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   12
design as support
To respond to shifts in mobility, collaboration, personalization,
participation, & sharing, the role of design moves from delivering
something people use to continuously supporting use.




design as delivery                                                   design as support

             ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   13
service design
Service design is: “the application of design approaches and
methods to immaterial products in order to create solutions
that are useful, useable, and desirable from the user
perspective and are efficient, effective, and different from the
provider prospective.“
– Prof. Birgit Mager, Köln International School of Design

                         The 5 principles of service design thinking
                         1.  user-centered
                         2.  co-created
                         3.  sequencing
                         4.  evidencing
                         5.  holistic
                         - Mark Stickdorn and Jakob Schneider,
                         authors of This is Service Design Thinking

          ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   14
service design process and tools
Service design is a way of thinking and a process for designing the
service interactions between people, information, technology, furniture,
and spaces so that they are usable, useful, desirable, and effective.




            ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   15
visioning




      ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   16
headlines exercise
Imagine your new service is launching tomorrow and is
going to make headlines! What would the “headline”
say? In what medium / publication?




          ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   17
best-worst exercise
Reflecting on what we’re your best and worst service
experiences to generate a list of important factors


best                                                                      worst




          ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   18
keywords exercise
 Listing the keywords that might describe the current service
 philosophy – and then the future philosophy

sample	
  keywords	
  

       expert	
                                           surprising	
                  the	
  extra	
  mile	
  
                                 effec.ve	
  
   efficient	
                                      where	
  you	
  need	
  us	
                            fun	
  
                                just-­‐in-­‐.me	
                                                 easy	
  to	
  use	
  
                                                                       24	
  /	
  7/	
  365	
  
        what	
  you	
  need,	
  when	
  you	
  need	
  it	
  
                                           wherever	
  you	
  are	
  
                                                                                         proac.ve	
  
     on-­‐demand	
                                                              personal	
  
                                           superior	
  
                     ©brightspot strategy 2012. All Rights Reserved.                      Service Design Workshop         19
personas




     ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   20
personas
Synthesizing what you know about your users into a set of
personas that represent different prototypical users’
motivations, behaviors, and expectations (30mins)
                                                 Name:	
          Think	
  of	
  a	
  name	
  for	
  your	
  persona	
  
                                                 Demographics:	
  Describe	
  your	
  character	
  -­‐	
  age,	
  afflia.on/
                                                                  status,	
  home	
  loca.on,	
  etc	
  
                                                 Movitva3ons:	
   What	
  drives	
  this	
  person?	
  What	
  are	
  his/
                                                                  her	
  goals?	
  
                                                 Behaviors:	
     How	
  and	
  where	
  does	
  he/she	
  spend	
  their	
  
                                                                  .me?	
  With	
  whom?	
  Doing	
  what?	
  	
  
                                                 Expecta3ons:	
   What	
  does	
  he/she	
  expect	
  from	
  you	
  in	
  
                                                                    your	
  spaces/services?	
  
                                                 Resources:	
  	
   What	
  are	
  the	
  resources	
  that	
  he/she	
  
                                                                    relies	
  on	
  to	
  get	
  things	
  done?	
  Which	
  are	
  
                                                                    his/her	
  own	
  vs.	
  those	
  you	
  provide?	
  
                                                 Other:	
               What	
  other	
  factors	
  describe	
  this	
  persons	
  
                                                                        needs	
  and	
  aspira.ons	
  not	
  otherwise	
  
                                                                        captured?	
  
          ©brightspot strategy 2012. All Rights Reserved.                               Service Design Workshop                  21
journey mapping




     ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   22
journey mapping
Representing of how a persona would use / move through a
space and/or service, describing the “touchpoints” where they
interact and need support (30mins)

                                          Example:
                                          A recent hotel stay
                                          which started via
                                          Groupon



Key concepts:
1.  time: pre-service, service, post-service
2.  Identifying touchpoints

Customer Journey Map

               Pre-Service   Service…   Post-Service

Activities     Touchpoint…

Environment

Interactions

Objects

Users




                        ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   23
journey map example




                                                          (5Es Framework by Conifer Research)

     ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop           24
service blueprinting




      ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   25
service blueprinting
Documenting how you wish to deliver a service/space, providing
direction on front-line staff actions, behind-the-scenes staff, and
support systems/infrastructure for each service channel (30mins)

                                       Example:
                                       Blueprint from
                                       service design
                                       workshop



Key concepts:
1. Connecting, Front, Back, and Systems
2. Understand delivery across channels




                     ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   26
service blueprint example




      ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   27
prototyping




      ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   28
prototyping
Setting up pilots or experiments to test and refine blueprint
concepts, answer questions, gather feedback, and ready your
users for potential new spaces and services (30mins)

                                                    Hypothesis:	
     What	
  ques.on	
  are	
  you	
  answering?	
  

                                                    Users:	
          Who	
  is	
  it	
  for?	
  

                                                    Loca3on:	
        Where	
  it	
  is	
  happening?	
  

                                                    Dura3on:	
        For	
  how	
  long?	
  

                                                    Tasks:	
          How	
  are	
  you	
  going	
  to	
  do	
  it?	
  

                                                    Staffing:	
         Who	
  is	
  doing	
  	
  it	
  in	
  terms	
  of	
  staff?	
  

                                                    Assessment	
      How	
  are	
  you	
  going	
  to	
  evaluate	
  it?	
  

          ©brightspot strategy 2012. All Rights Reserved.                             Service Design Workshop                          29
wrap-up and Q & A
Conclusions from the day and how you can get started (30mins)




          ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   30
thank you!




Elliot Felix
@elliotfelix
elliot@brightspotstrategy.com
www.brightspotstrategy.com
@brightspotter
         ©brightspot strategy 2012. All Rights Reserved.   Service Design Workshop   31

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brightspot service design workshop

  • 1. Designing Customer Experience (an intro to service design) General Assembly Thursday Feb 2, 2012 Elliot Felix, brightspot strategy ©brightspot strategy 2011. All Rights Reserved (except as otherwise noted).
  • 2. workshop introduction ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 2
  • 3. about brightspot Brightspot creates strategies for work and learning experiences that enable people and organizations to thrive – strategies that improve space, services, and culture. ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 3
  • 4. objective Objective: Learn the service design mindset and toolkit so that you can improve the experience of your customers. In this workshop you will learn: •  An overview of Service Design mindset and toolkit •  Case studies of Service Design in action •  Instruction on and experience with how to use core Service Design tools •  Useful references and resources ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 4
  • 5. agenda 10:00 to 10:30am Session / Service Design Intro 10:30 to 11:00am Visioning 11:00 to 11:30am Personas 11:30 to 11:45am break 11:45 to 12:15pm Journey Mapping 12:15 to 12:45pm Service Blueprinting 12:45 to 1:15pm Prototyping 1:15 to 1:30pm break 1:30 to 2:00pm Q & A and Wrap-up ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 5
  • 6. some examples ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 6
  • 7. compare customer experiences Jetblue Southwest vs. Flickr Doug Letterman Flickr TheeErin ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 7
  • 8. compare customer experiences RadioShack Apple Store vs. Flickr Bekathwia Flickr Tanzen80 ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 8
  • 9. compare customer experiences Google Yahoo vs. Flickr TheeErin ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 9
  • 10. compare customer experiences Zipcar Hold On vs. Flickr TheeErin ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 10
  • 11. service design introduction ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 11
  • 12. six shifts new cultural, economic, technological, and environmental views are creating five shifts in how people live, learn, work and play. mobility mobility self-service integration customization sharing participation ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 12
  • 13. design as support To respond to shifts in mobility, collaboration, personalization, participation, & sharing, the role of design moves from delivering something people use to continuously supporting use. design as delivery design as support ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 13
  • 14. service design Service design is: “the application of design approaches and methods to immaterial products in order to create solutions that are useful, useable, and desirable from the user perspective and are efficient, effective, and different from the provider prospective.“ – Prof. Birgit Mager, Köln International School of Design The 5 principles of service design thinking 1.  user-centered 2.  co-created 3.  sequencing 4.  evidencing 5.  holistic - Mark Stickdorn and Jakob Schneider, authors of This is Service Design Thinking ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 14
  • 15. service design process and tools Service design is a way of thinking and a process for designing the service interactions between people, information, technology, furniture, and spaces so that they are usable, useful, desirable, and effective. ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 15
  • 16. visioning ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 16
  • 17. headlines exercise Imagine your new service is launching tomorrow and is going to make headlines! What would the “headline” say? In what medium / publication? ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 17
  • 18. best-worst exercise Reflecting on what we’re your best and worst service experiences to generate a list of important factors best worst ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 18
  • 19. keywords exercise Listing the keywords that might describe the current service philosophy – and then the future philosophy sample  keywords   expert   surprising   the  extra  mile   effec.ve   efficient   where  you  need  us   fun   just-­‐in-­‐.me   easy  to  use   24  /  7/  365   what  you  need,  when  you  need  it   wherever  you  are   proac.ve   on-­‐demand   personal   superior   ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 19
  • 20. personas ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 20
  • 21. personas Synthesizing what you know about your users into a set of personas that represent different prototypical users’ motivations, behaviors, and expectations (30mins) Name:   Think  of  a  name  for  your  persona   Demographics:  Describe  your  character  -­‐  age,  afflia.on/ status,  home  loca.on,  etc   Movitva3ons:   What  drives  this  person?  What  are  his/ her  goals?   Behaviors:   How  and  where  does  he/she  spend  their   .me?  With  whom?  Doing  what?     Expecta3ons:   What  does  he/she  expect  from  you  in   your  spaces/services?   Resources:     What  are  the  resources  that  he/she   relies  on  to  get  things  done?  Which  are   his/her  own  vs.  those  you  provide?   Other:   What  other  factors  describe  this  persons   needs  and  aspira.ons  not  otherwise   captured?   ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 21
  • 22. journey mapping ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 22
  • 23. journey mapping Representing of how a persona would use / move through a space and/or service, describing the “touchpoints” where they interact and need support (30mins) Example: A recent hotel stay which started via Groupon Key concepts: 1.  time: pre-service, service, post-service 2.  Identifying touchpoints Customer Journey Map Pre-Service Service… Post-Service Activities Touchpoint… Environment Interactions Objects Users ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 23
  • 24. journey map example (5Es Framework by Conifer Research) ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 24
  • 25. service blueprinting ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 25
  • 26. service blueprinting Documenting how you wish to deliver a service/space, providing direction on front-line staff actions, behind-the-scenes staff, and support systems/infrastructure for each service channel (30mins) Example: Blueprint from service design workshop Key concepts: 1. Connecting, Front, Back, and Systems 2. Understand delivery across channels ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 26
  • 27. service blueprint example ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 27
  • 28. prototyping ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 28
  • 29. prototyping Setting up pilots or experiments to test and refine blueprint concepts, answer questions, gather feedback, and ready your users for potential new spaces and services (30mins) Hypothesis:   What  ques.on  are  you  answering?   Users:   Who  is  it  for?   Loca3on:   Where  it  is  happening?   Dura3on:   For  how  long?   Tasks:   How  are  you  going  to  do  it?   Staffing:   Who  is  doing    it  in  terms  of  staff?   Assessment   How  are  you  going  to  evaluate  it?   ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 29
  • 30. wrap-up and Q & A Conclusions from the day and how you can get started (30mins) ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 30
  • 31. thank you! Elliot Felix @elliotfelix elliot@brightspotstrategy.com www.brightspotstrategy.com @brightspotter ©brightspot strategy 2012. All Rights Reserved. Service Design Workshop 31