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Ben Stewart
Omnichannel Innovation Manager
Omnichannel
experience
design
Ben Stewart
Omnichannel Innovation Manager
Ben Stewart is a business transformation leader with
a focus on the combination of strategy and
operations.
Ben currently leads omnichannel innovation and
customer experience programs at Patagonia, where
he is delivering enhanced shopping experiences
based on the application of data analytics and design
thinking.
3
©2015QUALTRICSLLC.
Build the best product, cause no
unnecessary harm, use business to
inspire and implement solutions to
the environmental crisis
Why omnichannel?
©2015QUALTRICSLLC.
1. Inventory efficiency
2. Improved conversion
3. ….
Because it’s what our customers want
Omnichannel isn’t new to us: it’s in our DNA
©2015QUALTRICSLLC.
If you are not satisfied with one of our products
at the time you receive it, or if one of our
products does not perform to your satisfaction,
you may return it to us for a repair, replacement
or refund. Damage due to wear and tear will be
repaired at a reasonable charge.
“Few businesses have the confidence to try
to master all four business styles [i.e. MO,
ecomm, retail, wholesale], but when you do
master them, the four means of distribution
work very powerfully in concert. We consider
each to be essential to Patagonia’s
relationship with the customer.”
-Let My People Go Surfing
Omnichannel offers two kinds of problems to
solve
©2015QUALTRICSLLC.
The “easy” wins:
 In-store Patagonia.com returns
 Ship-from-store
 Order-from-store
 Sharing ecommerce customer
data with the store
The big questions:
 What is the role of the store?
 How do our customers move
between our channels?
 How can digital tools help our
customers?
Don’t reinvent the wheel (for the easy stuff)
9
©2015QUALTRICSLLC.
Let someone else figure out
the answers to the easy
questions
Tackling the hard questions
10
©2015QUALTRICSLLC.
Source: Damien Newman’s “Design Squiggle”
Exploratory tools:
• Customer interviews
• Reading and research
• “Listening post” surveys
Deep dive tools:
• Customer interviews
• Targeted surveys
Prototype and test:
• Mockups and customer
interviews
• Web a/b tests
• Concept stores
Develop hypotheses – being a good listener
helps
11
©2015QUALTRICSLLC.
Source: L2 Intelligence Omnichannel Retail Report; Deloitte’s “Digital Divide”
What does this
mean for us?
Purchase 1 Purchase 2
A little bit of knowledge can provide a lot of
clarity
12
First Purchase Future Purchases
What
defines
these
customers?
Get outside the building: talk to customers
and find out what’s really going on
13
Why do I buy Patagonia?
The quality and multi-use nature of the
products provides me with great value;
I’ve received above average customer
service
How do I buy Patagonia?
Extensive online research followed by a
trip to the store to make sure the
product fits
George: Retail Enthusiast Nancy: Convenience-Driven Aaron: Budding Eco-Activist
Why do I buy Patagonia?
The products fit almost every part of my
life (travels, at home, working out);
wash-and-wear clothing is important to
me
How do I buy Patagonia?
When it’s convenient, I go online; I
connect with Customer Service for fit and
product recommendations
Why do I buy Patagonia?
I need items that will last during my
outdoor adventures, and am motivated
by Patagonia’s environmental mission
How do I buy Patagonia?
Recommendations, coupled with online
research, often when I have a trip
planned
 Figure out what’s happening inside the “black
box” – why are customers doing what they’re
doing?
 Sometimes a narrative is more compelling than
just the data
Find significance with operational data
14
©2015QUALTRICSLLC.
 Surveys + interviews
tell us “why and how”
 Operational data tells
us “how much”
Test and learn
 How does getting a repair affect
our relationship with our
customers?
15
©2015QUALTRICSLLC.
 How do customers balance
product selection vs product
availability in store?
We’ve learned a few things…
1. Customers like repairs
2. Customers are ‘pre-shopping’ online
3. One of the biggest complaints we have in our stores
is product availability
Tying it all together
 Omnichannel tactics are matching retail offerings to
customer expectations
16
©2015QUALTRICSLLC.
 But…it’s not just about turning on a checklist of tools and
features
 Using qualitative tools can help define the right questions to
ask, and answer them too
Thanks

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Optimizing the Omnichannel Customer Experience

  • 1. Ben Stewart Omnichannel Innovation Manager Omnichannel experience design
  • 2. Ben Stewart Omnichannel Innovation Manager Ben Stewart is a business transformation leader with a focus on the combination of strategy and operations. Ben currently leads omnichannel innovation and customer experience programs at Patagonia, where he is delivering enhanced shopping experiences based on the application of data analytics and design thinking.
  • 3. 3 ©2015QUALTRICSLLC. Build the best product, cause no unnecessary harm, use business to inspire and implement solutions to the environmental crisis
  • 4.
  • 5.
  • 6. Why omnichannel? ©2015QUALTRICSLLC. 1. Inventory efficiency 2. Improved conversion 3. …. Because it’s what our customers want
  • 7. Omnichannel isn’t new to us: it’s in our DNA ©2015QUALTRICSLLC. If you are not satisfied with one of our products at the time you receive it, or if one of our products does not perform to your satisfaction, you may return it to us for a repair, replacement or refund. Damage due to wear and tear will be repaired at a reasonable charge. “Few businesses have the confidence to try to master all four business styles [i.e. MO, ecomm, retail, wholesale], but when you do master them, the four means of distribution work very powerfully in concert. We consider each to be essential to Patagonia’s relationship with the customer.” -Let My People Go Surfing
  • 8. Omnichannel offers two kinds of problems to solve ©2015QUALTRICSLLC. The “easy” wins:  In-store Patagonia.com returns  Ship-from-store  Order-from-store  Sharing ecommerce customer data with the store The big questions:  What is the role of the store?  How do our customers move between our channels?  How can digital tools help our customers?
  • 9. Don’t reinvent the wheel (for the easy stuff) 9 ©2015QUALTRICSLLC. Let someone else figure out the answers to the easy questions
  • 10. Tackling the hard questions 10 ©2015QUALTRICSLLC. Source: Damien Newman’s “Design Squiggle” Exploratory tools: • Customer interviews • Reading and research • “Listening post” surveys Deep dive tools: • Customer interviews • Targeted surveys Prototype and test: • Mockups and customer interviews • Web a/b tests • Concept stores
  • 11. Develop hypotheses – being a good listener helps 11 ©2015QUALTRICSLLC. Source: L2 Intelligence Omnichannel Retail Report; Deloitte’s “Digital Divide” What does this mean for us?
  • 12. Purchase 1 Purchase 2 A little bit of knowledge can provide a lot of clarity 12 First Purchase Future Purchases What defines these customers?
  • 13. Get outside the building: talk to customers and find out what’s really going on 13 Why do I buy Patagonia? The quality and multi-use nature of the products provides me with great value; I’ve received above average customer service How do I buy Patagonia? Extensive online research followed by a trip to the store to make sure the product fits George: Retail Enthusiast Nancy: Convenience-Driven Aaron: Budding Eco-Activist Why do I buy Patagonia? The products fit almost every part of my life (travels, at home, working out); wash-and-wear clothing is important to me How do I buy Patagonia? When it’s convenient, I go online; I connect with Customer Service for fit and product recommendations Why do I buy Patagonia? I need items that will last during my outdoor adventures, and am motivated by Patagonia’s environmental mission How do I buy Patagonia? Recommendations, coupled with online research, often when I have a trip planned  Figure out what’s happening inside the “black box” – why are customers doing what they’re doing?  Sometimes a narrative is more compelling than just the data
  • 14. Find significance with operational data 14 ©2015QUALTRICSLLC.  Surveys + interviews tell us “why and how”  Operational data tells us “how much”
  • 15. Test and learn  How does getting a repair affect our relationship with our customers? 15 ©2015QUALTRICSLLC.  How do customers balance product selection vs product availability in store? We’ve learned a few things… 1. Customers like repairs 2. Customers are ‘pre-shopping’ online 3. One of the biggest complaints we have in our stores is product availability
  • 16. Tying it all together  Omnichannel tactics are matching retail offerings to customer expectations 16 ©2015QUALTRICSLLC.  But…it’s not just about turning on a checklist of tools and features  Using qualitative tools can help define the right questions to ask, and answer them too

Editor's Notes

  1. Jason: Wholesale retailer  Patagonia retailer Jennifer: Patagonia retailer  Patagonia.com Erin: Wholesale retailer  Wholesale retailer Shreya: Wholesale retailer  Patagonia.com