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The Customer Journey,
Digital Transformation,
and You
Jason Bloomberg
President
jason@intellyx.com
@theebizwizard
Copyright Ā© 2016, Intellyx, LLC
About Jason Bloomberg
ā€¢ President of
industry analyst
firm Intellyx
ā€¢ Latest
book The Agile
Architecture
Revolution
ā€¢ Recently published the Agile Digital
Transformation Roadmap poster
Copyright Ā© 2016, Intellyx, LLC2
What is Digital?
Customer preferences & behavior
drive technology choices
Range of technology touchpoints is exploding
Copyright Ā© 2016, Intellyx, LLC3
PhotoCredit:RevolWebhttps://www.flickr.com/photos/revolweb/
What about
Transformation?
Internal organizational change is necessary
to maintain focus on the customer in todayā€™s
digital world
Copyright Ā© 2016, Intellyx, LLC4
PhotoCredit:Pascalhttps://www.flickr.com/photos/pasukaru76/
What is Digital
Transformation?
ā€¢ Customer pressures
driving technological and
organizational change in
companies
ā€¢ Enterprises rethinking:
ā€“ How they serve
customers
ā€“ The role IT plays
ā€“ How they build & manage
teams
ā€“ How they innovate
Copyright Ā© 2016, Intellyx, LLC5
PhotoCredit:LouisK.https://www.flickr.com/photos/bonaparty/
Digital Transformation
What are you transforming?
Copyright Ā© 2016, Intellyx, LLC6
Digital Transformation =
Business Transformation
Customer
Experience
Technology
Internal
Organization
All of the
Above
The Customer Experience
Context
Copyright Ā© 2016, Intellyx, LLC7
The Customer Journey
ā€¢ Pre-sale: navigating
the funnel
ā€¢ The conversion
ā€¢ Post-sale
ā€“ Customer support
ā€“ Warranty support
ā€“ Cross-sell and upsell
ā€¢ End of life
ā€“ Future owners
Copyright Ā© 2016, Intellyx, LLC8
PhotoCredit:KatieLipshttps://www.flickr.com/photos/katielips/
Mobile ā€˜Momentsā€™
ā€¢ People interact with
devices when and
where they have a
need
ā€¢ Devices & apps must
be context-sensitive
ā€“ Where is user in
customer journey?
ā€“ Physical location of user?
ā€“ Environmental context of
user?
Copyright Ā© 2016, Intellyx, LLC9
PhotoCredit:MaurizioCostanzohttps://www.flickr.com/photos/maurizio_costanzo/
Omnichannel
ā€¢ NOT the same as Multichannel
ā€“ Interact via different channels at different times
ā€¢ From user perspective, single channel with
multiple touchpoints
ā€“ Bringing phones into stores
ā€“ Social media while watching TV
ā€“ Ubiquitous mobile
payments
ā€“ Many other
examples
Copyright Ā© 2016, Intellyx, LLC10
PhotoCredit:DanielIversenhttps://www.flickr.com/photos/daniel_iversen/
Omnichannel Beyond
Retail
ā€¢ Healthcare
ā€“ Patient journey
leads to
patient-centered
care
ā€¢ Human resources
ā€“ Employee journey
from recruiting to
onboarding to
employee support
ā€¢ E-Government
ā€“ Citizen-centered digital initiatives
Copyright Ā© 2016, Intellyx, LLC11
PhotoCredit:NECCorporationofAmericahttps://www.flickr.com/photos/neccorp/
Raising the Bar on
Customer Service
ā€¢ Customer service now
integral to journey
ā€“ Not a silo
ā€¢ Empower reps to solve
problems
ā€¢ Give reps access to all
information they need
Copyright Ā© 2016, Intellyx, LLC12
PhotoCredit:StateFarmhttps://www.flickr.com/photos/statefarm/
Customer service is part of
omnichannel experience
Where is the ā€˜appā€™?
ā€¢ Mobile app only
one element in
customer journey
ā€¢ Customer
interactions cross
touchpoints,
change over time
ā€¢ The ā€˜appā€™ must
encompass all of
these
Copyright Ā© 2016, Intellyx, LLC13
PhotoCredit:MichaelCoghlanhttps://www.flickr.com/photos/mikecogh/
Three Dimensions of
Digital Diversity
Copyright Ā© 2016, Intellyx, LLC14
PhotoCredit:AlexM.https://www.flickr.com/photos/outsider434/
ā€¢ Front to back
ā€“ End-to-end from the
customer to the systems
of record
ā€¢ Breadth of interaction
ā€“ Diversity of customer
touchpoints and form
factors
ā€¢ Depth of community
ā€“ Broad ecosystems of
vendors and services
Customer Needs Begin
with the Device
ā€¢ Enterprises must connect devices to back-end
technology
ā€¢ Must perform every time, in real-time
Copyright Ā© 2016, Intellyx, LLC15
Everything is in flux
PhotoCredit:WilliamMurphyhttps://www.flickr.com/photos/infomatique/
Digital Fragmentation
Few, well-understood
user interfaces
Centralized
middleware
IT governed &
managed apps
Service interfaces
from SOA effort
Explosion of types of
touchpoints
Hybrid, cloud-centric
integration
Rogue IT & mobile app
explosion
The API economy
Copyright Ā© 2016, Intellyx, LLC16
The Old Days Today
Individualization
ā€¢ Personalization
ā€“ User-driven user
experience
elements
ā€¢ Segmentation
ā€“ Grouping users by
demographic
criteria
ā€¢ Individualization
ā€“ Segmentation &
personalization with
segments of one
Copyright Ā© 2016, Intellyx, LLC17
PhotoCredit:sanoophttps://www.flickr.com/photos/57642812@N03/
Customer
ā€˜Requirementsā€™?
ā€¢ From screen
requirements to use
cases to customer
stories
ā€¢ Todayā€™s customer
stories cover the entire
customer journey
ā€¢ Customer preferences
& behavior
ā€“ Always in flux
ā€“ Varies from person to
person
Copyright Ā© 2016, Intellyx, LLC18
PhotoCredit:RobBixbyhttps://www.flickr.com/photos/scubabix/
Rethinking Business
Processes
ā€¢ Treating the
customer journey
as a business
process
ā€“ Moment-driven
ā€“ Unique to each
individual
ā€“ Context-sensitive
ā€“ Inherently dynamic
Copyright Ā© 2016, Intellyx, LLC19
PhotoCredit:medea_materialhttps://www.flickr.com/photos/medea_material/
Rise of Self-Service IT
ā€¢ Rise of the
ā€˜citizenā€™
ā€“ Citizen integrator
ā€“ Citizen data
analyst
ā€“ Citizen developer
ā€¢ IT empowering
self-service across
the board
Copyright Ā© 2016, Intellyx, LLC20
ā€˜Employee journeyā€™ as customer
journey
PhotoCredit:SalimVirjihttps://www.flickr.com/photos/salim/
The Dual Role of ā€˜No-
Codeā€™ Platforms
ā€¢ Citizen developers as business
users
ā€“ What are requirements for citizen
development?
ā€“ What are citizen development
processes?
ā€¢ Citizen developers building apps for
business users
ā€“ Challenges of governance &
compliance
ā€“ How to avoid shadow IT issues
Copyright Ā© 2016, Intellyx, LLC21
ā€˜No-Codeā€™: ā€˜Citizen Developersā€™ build
enterprise apps with little or no IT support
PhotoCredit:RandenPedersonhttps://www.flickr.com/photos/chefranden/
Raising ā€˜Requirementsā€™ &
ā€˜Processesā€™ Up a Level
ā€¢ Requirements for
flexibility & customer
centricity
ā€¢ Processes for
changing processes
ā€¢ Enterprise
architecture focusing
on agility
Copyright Ā© 2016, Intellyx, LLC22
PhotoCredit:Jeshttps://www.flickr.com/photos/mugley/
Become a Software-
Driven Organization
ā€¢ Customer-driven,
software-
empowered
ā€¢ We must
sufficiently abstract
the technology to
support changing
customer demands
& other market
pressures
Copyright Ā© 2016, Intellyx, LLC23
PhotoCredit:SteveJurvetsonhttps://www.flickr.com/photos/jurvetson/
Make Change a Core
Competency
ā€¢ Digital Transformation
doesnā€™t have a
ā€œfinal stateā€
ā€¢ Business agility is
the goal
ā€“ Better able to deal
with change overall
ā€¢ Requires:
ā€“ Customer focus
ā€“ Agile organization
ā€“ Abstracted infrastructure
Copyright Ā© 2016, Intellyx, LLC24
PhotoCredit:woodleywonderworkshttps://www.flickr.com/photos/wwworks/
The Core Business Goal
Copyright Ā© 2016, Intellyx, LLC25
Agile
Digital
Transformation
Jason Bloomberg
President, Intellyx
jason@intellyx.com
@theebizwizard
Send email NOW to journey@intellyx.com to
download this presentation
Thank You!
Copyright Ā© 2016, Intellyx, LLC

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The customer journey, digital transformation, and you

  • 1. The Customer Journey, Digital Transformation, and You Jason Bloomberg President jason@intellyx.com @theebizwizard Copyright Ā© 2016, Intellyx, LLC
  • 2. About Jason Bloomberg ā€¢ President of industry analyst firm Intellyx ā€¢ Latest book The Agile Architecture Revolution ā€¢ Recently published the Agile Digital Transformation Roadmap poster Copyright Ā© 2016, Intellyx, LLC2
  • 3. What is Digital? Customer preferences & behavior drive technology choices Range of technology touchpoints is exploding Copyright Ā© 2016, Intellyx, LLC3 PhotoCredit:RevolWebhttps://www.flickr.com/photos/revolweb/
  • 4. What about Transformation? Internal organizational change is necessary to maintain focus on the customer in todayā€™s digital world Copyright Ā© 2016, Intellyx, LLC4 PhotoCredit:Pascalhttps://www.flickr.com/photos/pasukaru76/
  • 5. What is Digital Transformation? ā€¢ Customer pressures driving technological and organizational change in companies ā€¢ Enterprises rethinking: ā€“ How they serve customers ā€“ The role IT plays ā€“ How they build & manage teams ā€“ How they innovate Copyright Ā© 2016, Intellyx, LLC5 PhotoCredit:LouisK.https://www.flickr.com/photos/bonaparty/
  • 6. Digital Transformation What are you transforming? Copyright Ā© 2016, Intellyx, LLC6 Digital Transformation = Business Transformation Customer Experience Technology Internal Organization All of the Above
  • 7. The Customer Experience Context Copyright Ā© 2016, Intellyx, LLC7
  • 8. The Customer Journey ā€¢ Pre-sale: navigating the funnel ā€¢ The conversion ā€¢ Post-sale ā€“ Customer support ā€“ Warranty support ā€“ Cross-sell and upsell ā€¢ End of life ā€“ Future owners Copyright Ā© 2016, Intellyx, LLC8 PhotoCredit:KatieLipshttps://www.flickr.com/photos/katielips/
  • 9. Mobile ā€˜Momentsā€™ ā€¢ People interact with devices when and where they have a need ā€¢ Devices & apps must be context-sensitive ā€“ Where is user in customer journey? ā€“ Physical location of user? ā€“ Environmental context of user? Copyright Ā© 2016, Intellyx, LLC9 PhotoCredit:MaurizioCostanzohttps://www.flickr.com/photos/maurizio_costanzo/
  • 10. Omnichannel ā€¢ NOT the same as Multichannel ā€“ Interact via different channels at different times ā€¢ From user perspective, single channel with multiple touchpoints ā€“ Bringing phones into stores ā€“ Social media while watching TV ā€“ Ubiquitous mobile payments ā€“ Many other examples Copyright Ā© 2016, Intellyx, LLC10 PhotoCredit:DanielIversenhttps://www.flickr.com/photos/daniel_iversen/
  • 11. Omnichannel Beyond Retail ā€¢ Healthcare ā€“ Patient journey leads to patient-centered care ā€¢ Human resources ā€“ Employee journey from recruiting to onboarding to employee support ā€¢ E-Government ā€“ Citizen-centered digital initiatives Copyright Ā© 2016, Intellyx, LLC11 PhotoCredit:NECCorporationofAmericahttps://www.flickr.com/photos/neccorp/
  • 12. Raising the Bar on Customer Service ā€¢ Customer service now integral to journey ā€“ Not a silo ā€¢ Empower reps to solve problems ā€¢ Give reps access to all information they need Copyright Ā© 2016, Intellyx, LLC12 PhotoCredit:StateFarmhttps://www.flickr.com/photos/statefarm/ Customer service is part of omnichannel experience
  • 13. Where is the ā€˜appā€™? ā€¢ Mobile app only one element in customer journey ā€¢ Customer interactions cross touchpoints, change over time ā€¢ The ā€˜appā€™ must encompass all of these Copyright Ā© 2016, Intellyx, LLC13 PhotoCredit:MichaelCoghlanhttps://www.flickr.com/photos/mikecogh/
  • 14. Three Dimensions of Digital Diversity Copyright Ā© 2016, Intellyx, LLC14 PhotoCredit:AlexM.https://www.flickr.com/photos/outsider434/ ā€¢ Front to back ā€“ End-to-end from the customer to the systems of record ā€¢ Breadth of interaction ā€“ Diversity of customer touchpoints and form factors ā€¢ Depth of community ā€“ Broad ecosystems of vendors and services
  • 15. Customer Needs Begin with the Device ā€¢ Enterprises must connect devices to back-end technology ā€¢ Must perform every time, in real-time Copyright Ā© 2016, Intellyx, LLC15 Everything is in flux PhotoCredit:WilliamMurphyhttps://www.flickr.com/photos/infomatique/
  • 16. Digital Fragmentation Few, well-understood user interfaces Centralized middleware IT governed & managed apps Service interfaces from SOA effort Explosion of types of touchpoints Hybrid, cloud-centric integration Rogue IT & mobile app explosion The API economy Copyright Ā© 2016, Intellyx, LLC16 The Old Days Today
  • 17. Individualization ā€¢ Personalization ā€“ User-driven user experience elements ā€¢ Segmentation ā€“ Grouping users by demographic criteria ā€¢ Individualization ā€“ Segmentation & personalization with segments of one Copyright Ā© 2016, Intellyx, LLC17 PhotoCredit:sanoophttps://www.flickr.com/photos/57642812@N03/
  • 18. Customer ā€˜Requirementsā€™? ā€¢ From screen requirements to use cases to customer stories ā€¢ Todayā€™s customer stories cover the entire customer journey ā€¢ Customer preferences & behavior ā€“ Always in flux ā€“ Varies from person to person Copyright Ā© 2016, Intellyx, LLC18 PhotoCredit:RobBixbyhttps://www.flickr.com/photos/scubabix/
  • 19. Rethinking Business Processes ā€¢ Treating the customer journey as a business process ā€“ Moment-driven ā€“ Unique to each individual ā€“ Context-sensitive ā€“ Inherently dynamic Copyright Ā© 2016, Intellyx, LLC19 PhotoCredit:medea_materialhttps://www.flickr.com/photos/medea_material/
  • 20. Rise of Self-Service IT ā€¢ Rise of the ā€˜citizenā€™ ā€“ Citizen integrator ā€“ Citizen data analyst ā€“ Citizen developer ā€¢ IT empowering self-service across the board Copyright Ā© 2016, Intellyx, LLC20 ā€˜Employee journeyā€™ as customer journey PhotoCredit:SalimVirjihttps://www.flickr.com/photos/salim/
  • 21. The Dual Role of ā€˜No- Codeā€™ Platforms ā€¢ Citizen developers as business users ā€“ What are requirements for citizen development? ā€“ What are citizen development processes? ā€¢ Citizen developers building apps for business users ā€“ Challenges of governance & compliance ā€“ How to avoid shadow IT issues Copyright Ā© 2016, Intellyx, LLC21 ā€˜No-Codeā€™: ā€˜Citizen Developersā€™ build enterprise apps with little or no IT support PhotoCredit:RandenPedersonhttps://www.flickr.com/photos/chefranden/
  • 22. Raising ā€˜Requirementsā€™ & ā€˜Processesā€™ Up a Level ā€¢ Requirements for flexibility & customer centricity ā€¢ Processes for changing processes ā€¢ Enterprise architecture focusing on agility Copyright Ā© 2016, Intellyx, LLC22 PhotoCredit:Jeshttps://www.flickr.com/photos/mugley/
  • 23. Become a Software- Driven Organization ā€¢ Customer-driven, software- empowered ā€¢ We must sufficiently abstract the technology to support changing customer demands & other market pressures Copyright Ā© 2016, Intellyx, LLC23 PhotoCredit:SteveJurvetsonhttps://www.flickr.com/photos/jurvetson/
  • 24. Make Change a Core Competency ā€¢ Digital Transformation doesnā€™t have a ā€œfinal stateā€ ā€¢ Business agility is the goal ā€“ Better able to deal with change overall ā€¢ Requires: ā€“ Customer focus ā€“ Agile organization ā€“ Abstracted infrastructure Copyright Ā© 2016, Intellyx, LLC24 PhotoCredit:woodleywonderworkshttps://www.flickr.com/photos/wwworks/
  • 25. The Core Business Goal Copyright Ā© 2016, Intellyx, LLC25 Agile Digital Transformation
  • 26. Jason Bloomberg President, Intellyx jason@intellyx.com @theebizwizard Send email NOW to journey@intellyx.com to download this presentation Thank You! Copyright Ā© 2016, Intellyx, LLC