creating a digital experience strategy - 2013 portland digital marketing conference

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#pdxdmc @oneill_colin / @amandabernard Creating A Digital Experience Strategy PDX Digital Marketing Conference

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Presented by Colin O'Neill and Amanda Bernard of ISITE Design at the 2013 Portland Digital Marketing Conference. The need to orchestrate a unified digital experience is more important than ever as customers demand more from brands across an increasing number of digital touchpoints. We all know customer experience is important, yet most organizations lack a plan that can deliver delight across the myriad of digital channels. This workshop provides an actionable framework for creating a digital experience strategy and shares the seven imperatives you’ll need to master along the way. You’ll see examples from industry-leading brands that have used digital experience strategies to grow faster, maintain stronger margins and navigate the downturns better than their peers. Because when it comes to the role of experience for your organization, delight isn’t a tagline – it’s the bottom line.

TRANSCRIPT

Page 1: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Creating A Digital Experience Strategy

PDX Digital Marketing Conference

Page 2: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Our Agenda •  Introductions (15 min) •  Why Digital Experience Matters (30 min) •  AIM Digital Experience Framework (30 min)

Halftime break •  Customer Journey Mapping (30 min) •  Improving Digital Experiences (30 min) •  Group discussion (20 min)

Page 3: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

•  Founded in 1997 –  70+ full time employees –  Portland & Boston

•  Over 250 clients including Siemens, Genzyme, Nike, Zipcar, Intel, Columbia Sportswear, Wendys

a digital experience agency

Page 4: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

“Strategy is…”

Page 5: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Strategy

Business

Brand

Technology

Content

Search

Social

Digital

Website

Analytics

E-mail

Community

Marketing

Page 6: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Why Digital Experience

Matters

Page 7: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Experience is measurable

Page 8: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Experience is valuable

Page 9: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Experience is di!erentiating!

Page 10: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Companies that are loved, win.

The bottom line:

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#pdxdmc! @oneill_colin / @amandabernard

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#pdxdmc! @oneill_colin / @amandabernard

Page 13: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Digital is the first step

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#pdxdmc! @oneill_colin / @amandabernard

But the business isn’t ready yet

Page 15: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Where’s your funnel focus?

Marketing Focus

Economic Value

Sales Focus

Page 16: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Where’s your funnel focus?

Experience

Page 17: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Deepening relationships and growing customer value through connected experiences.

Marketing’s end game:

Page 18: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Page 19: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Acquisition

Connection

Loyalty

Function

Value

Meaning

Page 20: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Page 21: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

A cross-channel case study

Page 22: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Delight in Action

•  Jaden Johnston, a busy working mom, was looking for a convenient and inexpensive resource for new eyeglasses.

•  Using Twitter, Jaden discovered the Warby Parker Home-Try-On Program. 5 pairs of glasses for 5 days – FREE!

!!!!!

Page 23: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Digital Delight

•  Virtual Try on •  Useful, engaging

& relevant content

•  Buy a pair, give a pair program

Page 24: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Delight is Quick & Easy

•  Value propositions that caught Jaden’s attention: –  Try 5 pairs of glasses for 5 days

– FREE!

–  Quick, free delivery (2 business days) and free returns

Page 25: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Delight Takes Many Forms

•  Even the packaging delighted Jaden:

“It has snaps! And a cloth covering! And all of the glasses are in a neat little row. It’s an OCD dream!”

Page 26: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Little Details Matter “All of the frames are perfectly labeled so it was easy to tell which was which. I had a duplicate order, the same frame in two di!erent colors, and they were right next to each other in the box. It may seem trivial, but the care they took with all of the little details made the experience just that much sweeter.“

Page 27: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Humor Goes a Long Way

“With hilariously pretentious British names like the Miles, the Langston, and the Finn, I could not help but enjoy trying them on.

Page 28: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Satisfaction Guaranteed (and Pain-free)

“In the end, I felt like all of the frames I selected were too heavy for my face. But with over 30 frame shapes and 14 colors to choose from, the answer to this dilemma is clear: choose 5 more frames and do the process all over again!

Page 29: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Surprise & Delight

The Warby Parker social media team discovered Jaden’s blog post and responded back to her with a personalized video the same day.

Page 30: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Source: Forrester

Acquisition

Connection

Loyalty

Need

Compare

Discover

Research

Purchase

Decide

Use

Get Help

Share

Personalize

Partner Evangelize

Tribe

Search

Customer Experience Ecosystem

Function

Value

Meaning

Page 31: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Research

Use

Personalize

Partner

Social

Mobile

Web

Search

Store

Page 32: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Page 33: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

“The more digital we get, the more human we must be”

Gatum Ramdurai, Google Creative Lab

Page 34: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Source: Christine Chastain http://www.slideshare.net/cchastain/6-ways-ecosystems-have-changed-our-roles-and-the-way-we-work

Experience ecosystems

Page 35: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

My own personal funnel

www!

Page 36: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Share your story

Page 37: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Key Emotions

Page 38: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Digital Experience Strategy

Page 39: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Why a separate plan for digital experience?

What you may be thinking

Page 40: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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SALES MARKETING SUPPORT PRODUCT &

ENGINEERING INFORMATION TECHNOLOGY

HUMAN RESOURCES

A unified digital experience

Page 41: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Integrated customer experiences

Page 42: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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The customer gets to choose

Page 43: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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How we get there

Page 44: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Customer Personas

Page 45: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Customer Journey Map

Page 46: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

“A tool used for experience design is now an important input to strategy.” Christine Chastain, R/GA

Page 47: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard Source: Christine Chastain http://www.slideshare.net/cchastain/6-ways-ecosystems-have-changed-our-roles-and-the-way-we-work

Experience Ecosystems

Page 48: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Service Blueprint

Page 49: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Source: Aaron Shapiro http://aaronshapiro.com/usersnotcustomers/

Provide utility

Page 50: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Page 51: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Are you DX-Ready?

Amanda!

Page 52: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Improve today’s experience

Transform the organization

Sustain cultural change

Time

Cu

sto

mer

exp

erie

nce

qu

alit

y Goal: Customer-focused transformation

Page 53: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Is this strategy?

Page 54: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

DX-7

Page 55: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

What are they doing?

Brainstorm

touch points

What are they feeling?

Brainstorm emotions

What would make a

di!erence?

Brainstorm improvements

Answer three questions

Page 56: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Competency* What*is*it?* Grade*

Vision!A!well!communicated!short!and!long!term!vision!for!the!role!of!experience!and!digital!

Culture!&!Governance! The!right!roles!on!the!team!to!achieve!your!goals!with!a!wri0en!governance!model.!

Customer!Insight!AcCve!program!to!gather!customer!data!and!well!understood!personas!to!design!from.!

Content! An!internal!owner!for!content!and!with!an!ongoing!program!to!plan,!manage!and!deliver!it.!

Technology!Technology!systems!and!roadmap!that!can!deliver!on!the!short!and!medium!term!needs!of!the!org.!

OperaCons! An!operaConal!model!for!execuCng!ongoing!projects!across!the!organizaCon.!!

Data!&!OpCmizaCon! A!dataIdriven!!conCnuous!improvement!program!that!yields!ongoing!liJ!and!learnings.!!

Digital Experience Readiness

Page 57: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

DX Readiness Assessment

Page 58: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Vision: A letter to the future

Page 59: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Source: http://chiefmartec.com/2013/03/a-cmo-a-cio-and-a-chief-digital-o"cer/

Governance: Who owns this experience?

Page 60: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Insight

Page 61: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Content: Have a Framework

Page 62: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Content: Think Channel Agnostic

Page 63: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Example: Harvard Institute of Politics

Page 64: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Sites

Measurement, Monitoring & Optimization

Apps

Mobile

Commerce

Search

Email

Community

Social Media

Other Business Systems

Marketing Automation,

Email, etc.

CRM

Commerce

Technology Ecosystem

Content Management

Page 65: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Prospects

Customers

Employees

Technology Platform

Business Layer

Data Layer (Access, Transformation, Integration)

Data Source (LOB Systems)

Services (LOB Systems)

Services Layer

Presentation Layer (HTML, Presentation logic, Components, Services)

Page 66: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Organizational alignment

Delightful (marketing)

Viable (technology)

Feasible (operations)

Page 67: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Execution through the tiers

Customer Journey

Experience Attributes

Touch Points

Interactions

Measurement

Processes

Technology Platform

Page 68: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Building a data-driven organization!

Page 69: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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AIM Digital Experience Framework

TM!

Page 70: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Four Keys to Organizational Readiness

•  Ready to engage –  Organization has started planning and preparing for change

with existing research prepared to inform next steps.

•  Senior leaders as active stakeholders –  Marketing, technology and executive leaders are bought into

the idea of digital transformation. •  Access to customers and data

–  Ready to collaborate to better understand the voice of the customer and use real users to inform strategy.

•  Willing to co-create vision and strategy –  A willingness to participate in the process in order to co-create

the strategy and vision for the organization.

Page 71: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Align Imagine Map

Page 72: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Align Imagine Map

Business & Customer / Team & Culture Journeys & Content / Process & Technology

Measurement

Page 73: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

•  Business •  Goals & brand

•  Competition

•  Team & culture

•  Content

•  Technology

•  Success metrics

•  Customers •  Brand perception

•  Needs & motives

•  Expectations

•  Artifacts •  Personas

•  Journey Maps

•  Strategic Brief

AIM: Align!

Page 74: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Align Imagine Map

Ideation / Touchpoint design / Co-creation

Page 75: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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•  Activities •  Ideation

•  Touchpoint design

•  Co-creation

•  Artifacts •  Opportunities

•  Prototype(s)

AIM: Imagine

Page 76: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

AIM: Imagine

Page 77: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Imagine Map Align

Service Blueprint / Roadmap

Page 78: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Forrester, June 2012 “Develop Your Digital Customer Experience Strategy”

Prioritizing the initiatives

AIM: Map!

Page 79: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Four Keys to Organizational Readiness

•  Ready to engage –  Organization has started planning and preparing for

change with existing research prepared to inform next steps.

•  Senior leaders as active stakeholders

–  Marketing, technology and executive leaders are bought into the idea of digital transformation.

•  Access to customers and data

–  Ready to collaborate to better understand the voice of the customer and use real users to inform strategy.

•  Willing to co-create vision and strategy –  A willingness to participate in the process in order to co-

create the strategy and vision for the organization.

Page 80: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Break

Page 81: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Customer Journey Mapping

Page 82: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Page 83: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Page 84: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Our Organization

Page 85: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Source: http://xkcd.com/773/

Page 86: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Three groups

Choosing a University Intent to enroll

At University Life on campus

After University

Into the real world

Page 87: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

What are they doing?

Brainstorm

touch points (10 mins)

What are they feeling?

Brainstorm emotions

(10 mins)

What would make a

di!erence?

Brainstorm improvements

(10 mins)

Answer three questions

Page 88: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

How will we make a di!erence?

•  Where is there room to meet a need in a unique way?

•  How can we fill this gap by connecting the customer need with the business goal?

Page 89: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Q&A

Page 90: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

October 7-8th Portland Art Museum

www.delight.us/conference!

Page 91: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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www.delight.us

Page 92: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Page 93: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

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Page 94: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Page 95: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Experience is everything.

Page 96: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Digital is everything.

Page 97: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Connection is everything.

Page 98: Creating A Digital Experience Strategy - 2013 Portland Digital Marketing Conference

#pdxdmc! @oneill_colin / @amandabernard

Thank You!

@oneill_colin [email protected]

@amandabernard [email protected]