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Patrick T Quattlebaum | @ptquattlebaum
Rail Europe Experience Map
        Guiding Principles

         People choose rail travel because it is                                                    Rail booking is only one part of people’s larger                                                     People build their travel plans over time.                                                             People value service that is respectful, effective
         convenient, easy, and flexible.                                                             travel process.                                                                                                                                                                                             and personable.




                    Services are process
        Customer Journey

          STAGES                Research & Planning                                            Shopping                                                        Booking                                                    Post-Booking, Pre-Travel                                      Travel                                                                Post Travel


                                                                                                                Enter trips             Review fares         Confirm         Delivery      Payment      Review &                                                                                                                                                                 Share experience
          RAIL EUROPE                          Research destinations, routes and products                                                                                                                                           Wait for paper tickets to arrive                              Activities, unexpected changes
                                                                                                                             Select pass(es)                 itinerary      options       options       confirm                                                                                                                                                  Follow-up on refunds for booking changes


                                                Destination




                    and experience-
                                                                               Look up                                                                                                                                                                                                                                                                                                               Share
                                                  pages                                                                                                                                                                                          Change         Check ticket
                                                                             time tables                                                                                                                                                                                                             E-ticket Print
                                                                                                                                                                                                                                                  plans           status                                                                                                                             photos
                                                                                                                                                                                                                                                                                                      at Station
                                                                                                                                                                                                                                                                                                                            Get stamp
                                                                                                                     Live chat for                                                                                                                                                                                          for refund                                                       Web
                                                          raileurope.com
                                                                                                                      questions
                                           Plan with                        Map itinerary
                                       interactive map                      (finding pass)                                                                                                                                                                                                                                                                                               Share
                                                                                                                                                                                                                                                                                                                                                                                     experience
                                                                                                                                                                               May call if                                                                                                                      Buy additional                                                        (reviews)
          DOING                                                                                                                                                                                                                                                                                                    tickets
                                                                                                                                                                               difficulties
                                                                                                                                                                                 occur
                                                                                                             Kayak,                                                                                                                                                                     View
                                                                                    Blogs &                                                                                                                                                                                                                   web/
                                                                                                            compare                                                                                                                                                                     maps                  apps
                                                                                  Travel sites                                                                                                                                 Print e-tickets




                    based.
                                                                                                             airfare                                                                                                              at home                   Paper tickets                                                     Plan/
                                                                                                  Web                                                                                                                                                       arrive in mail                 Look up
                                                                                                                                                                                                                                                                                                                             confirm
                                                                                                                                                                                                                                                                                         timetables        Arrange                                              Request                            Mail tickets
                                       Talk with                                                                                                                                                                                                                                                                             activities
                                                                                 Google                        Research                                                                                                                                                                                                                                         refunds                            for refund
                                        friends                                                                                                                                                                                                                                                             travel
                                                                                searches                        hotels



                                • What is the easiest way to get around Europe?              • I want to get the best price, but I’m willing to pay a        • Do I have all the tickets, passes and reservations       • Do I have everything I need?                                 • I just figured we could grab a train but there are                   • Trying to return ticket I was not able to use. Not
                                • Where do I want to go?                                       little more for first class.                                     I need in this booking so I don’t pay more               • Rail Europe website was easy and friendly, but                 not more trains. What can we do now?                                  sure if I’ll get a refund or not.
          THINKING              • How much time should I/we spend in each                    • How much will my whole trip cost me? What are my                shipping?                                                  when an issue came up, I couldn’t get help.                  • Am I on the right train? If not, what next?                         • People are going to love these photos!
                                   place for site seeing and activities?                       trade-offs?                                                   • Rail Europe is not answering the phone. How                                                                             • I want to make more travel plans. How do I                          • Next time, we will explore routes and availability
                                                                                             • Are there other activities I can add to my plan?                                                                         • What will I do if my tickets don’t arrive in time?
                                                                                                                                                               else can I get my question answered?                                                                                      do that?                                                              more carefully.



                                • I’m excited to go to Europe!                               • It’s hard to trust Trip Advisor. Everyone is                  • Website experience is easy and friendly!                 • Stressed that I’m about to leave the country                 • I am feeling vulnerable to be in an unknown place in                • Excited to share my vacation story with
                                • Will I be able to see everything I can?                      so negative.                                                  • Frustrated to not know sooner about which                  and Rail Europe won’t answer the phone.                        the middle of the night.                                              my friends.
                                • What if I can’t afford this?                               • Keeping track of all the different products                     tickets are eTickets and which are paper tickets.                                                                       • Stressed that the train won’t arrive on time for my
          FEELING                                                                                                                                                                                                       • Frustrated that Rail Europe won’t ship tickets                 connection.
                                                                                                                                                                                                                                                                                                                                                             • A bit annoyed to be dealing with ticket refund
                                • I don’t want to make the wrong choice.                       is confusing.                                                   Not sure my tickets will arrive in time.                   to Europe.                                                   • Meeting people who want to show us around is fun,                     issues when I just got home.
                                                                                             • Am I sure this is the trip I want to take?
                                                                                                                                                                                                                        • Happy to receive my tickets in the mail!                       serendipitous, and special.



                                Enjoyability                                                Enjoyability                                                    Enjoyability                                                Enjoyability                                                  Enjoyability                                                          Enjoyability

          EXPERIENCE            Relevance of Rail Europe                                    Relevance of Rail Europe                                        Relevance of Rail Europe                                    Relevance of Rail Europe                                      Relevance of Rail Europe                                              Relevance of Rail Europe

                                Helpfulness of Rail Europe                                  Helpfulness of Rail Europe                                      Helpfulness of Rail Europe                                  Helpfulness of Rail Europe                                    Helpfulness of Rail Europe                                            Helpfulness of Rail Europe



        Opportunities
        GLOBAL                                                                                                                                          PLANNING, SHOPPING, BOOKING                                                                                                                          POST-BOOK, TRAVEL, POST-TRAVEL

         Communicate a clear value                 Help people get the help they                  Support people in creating their                      Enable people to plan over time.               Visualize the trip for planning                    Arm customers with information                       Improve the paper ticket                                Accommodate planning and
         proposition.                              need.                                          own solutions.                                                                                       and booking.                                       for making decisions.                                experience.                                             booking in Europe too.

         STAGE: Initial visit                      STAGES: Global                                 STAGES: Global                                        STAGES: Planning, Shopping                     STAGES: Planning, Shopping                         STAGES: Shopping, Booking                            STAGES: Post-Booking, Travel, Post-Travel               STAGE: Traveling


         Make your customers into better,          Engage in social media with                                                                          Connect planning, shopping and                 Aggregate shipping with a                                                                               Proactively help people deal                            Communicate status clearly at
         more savvy travelers.                     explicit purposes.                                                                                   booking on the web.                            reasonable timeline.                                                                                    with change.                                            all times.

         STAGES: Global                            STAGES: Global                                                                                       STAGES: Planning, Shopping, Booking            STAGE: Booking                                                                                          STAGES: Post-Booking, Traveling                         STAGES: Post-Booking, Post Travel




                                                                                                                                                                                                Information          Stakeholder interviews                               Customer Experience Survey                                           Ongoing,                    Linear                      Non-linear, but
                                                                                                                                                                                                                                                                                                                                               non-linear                  process                     time based
                                                                                                                                                                                                    sources          Cognitive walkthroughs                               Existing Rail Europe Documentation

                                                                                                                                                                                                                                                                                                                                                            Experience Map for Rail Europe | August 2011




Last year at MX, Todd Wilkens and Chirs Risdon talked a lot about experience maps and customer journey maps on our blog and at events. In fact, Chris Risdon from our Austin studio has
made a nice little cottage industry going around the world teaching practitioners how to do mapping within their organizations.
Rail Europe Experience Map
        Guiding Principles

         People choose rail travel because it is                                                    Rail booking is only one part of people’s larger                                                     People build their travel plans over time.                                                             People value service that is respectful, effective
         convenient, easy, and flexible.                                                             travel process.                                                                                                                                                                                             and personable.




                    Services are process
        Customer Journey

          STAGES                Research & Planning                                            Shopping                                                        Booking                                                    Post-Booking, Pre-Travel                                      Travel                                                                Post Travel


                                                                                                                Enter trips             Review fares         Confirm         Delivery      Payment      Review &                                                                                                                                                                 Share experience
          RAIL EUROPE                          Research destinations, routes and products                                                                                                                                           Wait for paper tickets to arrive                              Activities, unexpected changes
                                                                                                                             Select pass(es)                 itinerary      options       options       confirm                                                                                                                                                  Follow-up on refunds for booking changes


                                                Destination




                    and experience-
                                                                               Look up                                                                                                                                                                                                                                                                                                               Share
                                                  pages                                                                                                                                                                                          Change         Check ticket
                                                                             time tables                                                                                                                                                                                                             E-ticket Print
                                                                                                                                                                                                                                                  plans           status                                                                                                                             photos
                                                                                                                                                                                                                                                                                                      at Station
                                                                                                                                                                                                                                                                                                                            Get stamp
                                                                                                                     Live chat for                                                                                                                                                                                          for refund                                                       Web
                                                          raileurope.com
                                                                                                                      questions
                                           Plan with                        Map itinerary
                                       interactive map                      (finding pass)                                                                                                                                                                                                                                                                                               Share
                                                                                                                                                                                                                                                                                                                                                                                     experience
                                                                                                                                                                               May call if                                                                                                                      Buy additional                                                        (reviews)
          DOING                                                                                                                                                                                                                                                                                                    tickets
                                                                                                                                                                               difficulties
                                                                                                                                                                                 occur
                                                                                                             Kayak,                                                                                                                                                                     View
                                                                                    Blogs &                                                                                                                                                                                                                   web/
                                                                                                            compare                                                                                                                                                                     maps                  apps
                                                                                  Travel sites                                                                                                                                 Print e-tickets




                    based.
                                                                                                             airfare                                                                                                              at home                   Paper tickets                                                     Plan/
                                                                                                  Web                                                                                                                                                       arrive in mail                 Look up
                                                                                                                                                                                                                                                                                                                             confirm
                                                                                                                                                                                                                                                                                         timetables        Arrange                                              Request                            Mail tickets
                                       Talk with                                                                                                                                                                                                                                                                             activities
                                                                                 Google                        Research                                                                                                                                                                                                                                         refunds                            for refund
                                        friends                                                                                                                                                                                                                                                             travel
                                                                                searches                        hotels



                                • What is the easiest way to get around Europe?              • I want to get the best price, but I’m willing to pay a        • Do I have all the tickets, passes and reservations       • Do I have everything I need?                                 • I just figured we could grab a train but there are                   • Trying to return ticket I was not able to use. Not
                                • Where do I want to go?                                       little more for first class.                                     I need in this booking so I don’t pay more               • Rail Europe website was easy and friendly, but                 not more trains. What can we do now?                                  sure if I’ll get a refund or not.
          THINKING              • How much time should I/we spend in each                    • How much will my whole trip cost me? What are my                shipping?                                                  when an issue came up, I couldn’t get help.                  • Am I on the right train? If not, what next?                         • People are going to love these photos!
                                   place for site seeing and activities?                       trade-offs?                                                   • Rail Europe is not answering the phone. How                                                                             • I want to make more travel plans. How do I                          • Next time, we will explore routes and availability




                                                                           Experience
                                                                                             • Are there other activities I can add to my plan?                                                                         • What will I do if my tickets don’t arrive in time?
                                                                                                                                                               else can I get my question answered?                                                                                      do that?                                                              more carefully.



                                • I’m excited to go to Europe!                               • It’s hard to trust Trip Advisor. Everyone is                  • Website experience is easy and friendly!                 • Stressed that I’m about to leave the country                 • I am feeling vulnerable to be in an unknown place in                • Excited to share my vacation story with
                                • Will I be able to see everything I can?                      so negative.                                                  • Frustrated to not know sooner about which                  and Rail Europe won’t answer the phone.                        the middle of the night.                                              my friends.
                                • What if I can’t afford this?                               • Keeping track of all the different products                     tickets are eTickets and which are paper tickets.                                                                       • Stressed that the train won’t arrive on time for my
          FEELING                                                                                                                                                                                                       • Frustrated that Rail Europe won’t ship tickets                 connection.
                                                                                                                                                                                                                                                                                                                                                             • A bit annoyed to be dealing with ticket refund
                                • I don’t want to make the wrong choice.                       is confusing.                                                   Not sure my tickets will arrive in time.                   to Europe.                                                   • Meeting people who want to show us around is fun,                     issues when I just got home.
                                                                                             • Am I sure this is the trip I want to take?
                                                                                                                                                                                                                        • Happy to receive my tickets in the mail!                       serendipitous, and special.




          EXPERIENCE




        Opportunities
                                Enjoyability

                                Relevance of Rail Europe

                                Helpfulness of Rail Europe
                                                                            Mapping!        Enjoyability

                                                                                            Relevance of Rail Europe

                                                                                            Helpfulness of Rail Europe
                                                                                                                                                            Enjoyability

                                                                                                                                                            Relevance of Rail Europe

                                                                                                                                                            Helpfulness of Rail Europe
                                                                                                                                                                                                                        Enjoyability

                                                                                                                                                                                                                        Relevance of Rail Europe

                                                                                                                                                                                                                        Helpfulness of Rail Europe
                                                                                                                                                                                                                                                                                      Enjoyability

                                                                                                                                                                                                                                                                                      Relevance of Rail Europe

                                                                                                                                                                                                                                                                                      Helpfulness of Rail Europe
                                                                                                                                                                                                                                                                                                                                                            Enjoyability

                                                                                                                                                                                                                                                                                                                                                            Relevance of Rail Europe

                                                                                                                                                                                                                                                                                                                                                            Helpfulness of Rail Europe




        GLOBAL                                                                                                                                          PLANNING, SHOPPING, BOOKING                                                                                                                          POST-BOOK, TRAVEL, POST-TRAVEL

         Communicate a clear value                 Help people get the help they                  Support people in creating their                      Enable people to plan over time.               Visualize the trip for planning                    Arm customers with information                       Improve the paper ticket                                Accommodate planning and
         proposition.                              need.                                          own solutions.                                                                                       and booking.                                       for making decisions.                                experience.                                             booking in Europe too.

         STAGE: Initial visit                      STAGES: Global                                 STAGES: Global                                        STAGES: Planning, Shopping                     STAGES: Planning, Shopping                         STAGES: Shopping, Booking                            STAGES: Post-Booking, Travel, Post-Travel               STAGE: Traveling


         Make your customers into better,          Engage in social media with                                                                          Connect planning, shopping and                 Aggregate shipping with a                                                                               Proactively help people deal                            Communicate status clearly at
         more savvy travelers.                     explicit purposes.                                                                                   booking on the web.                            reasonable timeline.                                                                                    with change.                                            all times.

         STAGES: Global                            STAGES: Global                                                                                       STAGES: Planning, Shopping, Booking            STAGE: Booking                                                                                          STAGES: Post-Booking, Traveling                         STAGES: Post-Booking, Post Travel




                                                                                                                                                                                                Information          Stakeholder interviews                               Customer Experience Survey                                           Ongoing,                    Linear                      Non-linear, but
                                                                                                                                                                                                                                                                                                                                               non-linear                  process                     time based
                                                                                                                                                                                                    sources          Cognitive walkthroughs                               Existing Rail Europe Documentation

                                                                                                                                                                                                                                                                                                                                                            Experience Map for Rail Europe | August 2011




Last year at MX, Todd Wilkens and Chirs Risdon talked a lot about experience maps and customer journey maps on our blog and at events. In fact, Chris Risdon from our Austin studio has
made a nice little cottage industry going around the world teaching practitioners how to do mapping within their organizations.
Customer journey maps
             Ideation (lots of methods)
             Service storming & roleplaying
             Storyboards & snapshots
             Service blueprints
             Service roadmaps
But experience maps are only one of many new tools we've been adding to or evolving in our practice in the last couple of years. Many of them come from the emerging discipline of service
design. We've been experimenting with how to make these tools more effective in solving complex design problems involving multiple channels, touch points, and media.
Borrowed from Brandon Schauer

One the tools we've been using more and more in our work is service blueprinting. Which details the flow of interactions a customer has with front stage touch points and the systems of
people and processes that sit behind the scenes to support those touch points. A blueprint is an operational tool that describes the nature and the characteristics of the service interaction in
enough detail to verify, implement, and maintain it.
Why service blueprints?




After creating several blueprints and teaching the method to hundreds of people, we've been reflecting on where this this technique fits in the greater scheme of things, what's the potential of
blueprints to help organizations design and deliver better customer experiences.
Why you need a
             Service Experience
             Architecture (SEA)
             Practice
             Patrick Quattlebaum | @ptquattlebaum


So, I'd like to use my 20 minutes today to talk about why you should add service blueprinting to your organization's tool box and how this method could help address common issues in
moving from vision to reality.
Process




                                                                                     http://www.salespodder.com/wp-content/uploads/2013/02/sheldon-cooper-finding-a-friend-flow-chart.jpg

When talking about service experience architecture and service blueprints, i’m going to have to talk a lot about process. We talk a lot about design process at conferences like this, but what
I’m referring to are business processes.
Services are process
             and experience
             based.


                                                                                                                           From Service Blueprinting: A Practical Technique for Service Innovation

And that’s because, unlike products, services are created in real-time and process and experience based by their very nature.
procès (13c.)




                                                                                                                                                 http://panathinaeos.files.wordpress.com/2010/10/seventh_seal_14.jpg

Interestingly, when you trace the etymology of "process," you find that it derives from the Old French term "proces," which translates most closely to "journey." This picture depicts a scene from the Seventh Seal in which a group
of travelers is taken away to the afterworld by Death. Their process of dying is more spiritual than biological, more intangible than tangible.
procès (13c.)
         a journey




                                                                                                                                                 http://panathinaeos.files.wordpress.com/2010/10/seventh_seal_14.jpg

Interestingly, when you trace the etymology of "process," you find that it derives from the Old French term "proces," which translates most closely to "journey." This picture depicts a scene from the Seventh Seal in which a group
of travelers is taken away to the afterworld by Death. Their process of dying is more spiritual than biological, more intangible than tangible.
process (17c.)




                                                                                      http://upload.wikimedia.org/wikipedia/commons/thumb/a/a4/Anatomia_xiv_secolo.jpg/897px-Anatomia_xiv_secolo.jpg

With the end of the middle ages and the rise of the scientific revolution, the definition evolved to this definition: "a continuous series of actions meant to accomplish some result." For example, the study of human body was
revealing how different parts of one's anatomy worked as a system and how the system could fail.
process (17c.)
         a continuous series of actions
         meant to accomplish some result




                                                                                      http://upload.wikimedia.org/wikipedia/commons/thumb/a/a4/Anatomia_xiv_secolo.jpg/897px-Anatomia_xiv_secolo.jpg

With the end of the middle ages and the rise of the scientific revolution, the definition evolved to this definition: "a continuous series of actions meant to accomplish some result." For example, the study of human body was
revealing how different parts of one's anatomy worked as a system and how the system could fail.
process (20c.)




                                                         source: http://www.doctormacro.com/Images/Chaplin,%20Charlie/Annex/Annex%20-%20Chaplin,%20Charlie%20(Modern%20Times)_01.jpg

And then from the industrial revolution, through Taylorism and Fordism in the 20th century and on to today, “process” within business, government, and other institutions that shape our lives. The mechanization of work has
moved us all further from our humanist roots to actors in complex systems of processes and information.
process (20c.)
         a sequence of interdependent and
         linked procedures which, at every
         stage, consume one or more
         resources (employee time, energy,
         machines, money) to convert inputs
         (data, material, parts, etc.) into
         outputs. These outputs then serve
         as inputs for the next stage until a
         known goal or end result is reached.
                                                         source: http://www.doctormacro.com/Images/Chaplin,%20Charlie/Annex/Annex%20-%20Chaplin,%20Charlie%20(Modern%20Times)_01.jpg

And then from the industrial revolution, through Taylorism and Fordism in the 20th century and on to today, “process” within business, government, and other institutions that shape our lives. The mechanization of work has
moved us all further from our humanist roots to actors in complex systems of processes and information.
process (20c.)
         a sequence of interdependent and
         linked procedures which, at every
         stage, consume one or more
         resources (employee time, energy,
         machines, money) to convert inputs
         (data, material, parts, etc.) into
         outputs. These outputs then serve
         as inputs for the next stage until a
         known goal or end result is reached.
                                                         source: http://www.doctormacro.com/Images/Chaplin,%20Charlie/Annex/Annex%20-%20Chaplin,%20Charlie%20(Modern%20Times)_01.jpg

And then from the industrial revolution, through Taylorism and Fordism in the 20th century and on to today, “process” within business, government, and other institutions that shape our lives. The mechanization of work has
moved us all further from our humanist roots to actors in complex systems of processes and information.
Rational Irrational Engagement




                  http://www.morethings.com/fan/bill_murray/stripes/bill_murray-stripes1981-1325.jpg
                                http://www.soundonsight.org/wp-content/uploads/2011/11/Brazil.jpg
What have we built?




                      http://24.media.tumblr.com/tumblr_m970z4Gotv1qzcgluo1_1280.jpg
http://www.morethings.com/fan/bill_murray/stripes/bill_murray-stripes1981-1325.jpg

Business and technology leaders have become enamored with the toyota production system and its spin offs - lean manufacturing, Six Sigma, and so on.
Lean, mean,
                                                                                     fightin’ machine!




                                                                                                                         http://www.morethings.com/fan/bill_murray/stripes/bill_murray-stripes1981-1325.jpg

Business and technology leaders have become enamored with the toyota production system and its spin offs - lean manufacturing, Six Sigma, and so on.
Optimize processes
              to reduce waste and
              focus on activities
              that directly deliver
              customer value.
The stated goal behind lean and other methodologies find and remove any elements of the production system that are not creating value for the customer.
Common Process Design Methods




           Value Stream Mapping                                                                                            Business Process Mapping




                                                                                                                                                 http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg

To achieve this aim, roles such as business architects and business process architects have been growing in large corporations. They do their own kind of mapping and blueprinting to visualize processes, identify areas of
weakness, and then propose new process designs to make the system more efficient. Value stream mapping, in particular, is an approach used in many service industries, such as healthcare, to redesign processes that directly
interface with customers across many channels.
Business Strategy



                                                          Business Architecture



                                                                     Tactical Execution

                                                                                                                                                           http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg

All of this work is part of the activities of the business architecture layer in large organizations. Business architecture is essentially operational planning and design, and it is intended to connect strategy to tactics.
Principles



                                                                           Process Design


                                                                         Service Delivery

                                                                                                                                                        http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg

If you read the literature on business architecture and watch it in action, you see pretty quickly that this, in many ways, is where the action is if you are looking to affect the quality of product and services in an organization.
Process design takes the strategic principles as an input and then puts an architecture in place for tactical delivery. Decisions at this level create constraints at the tactical level. And that’s where many design organizations get
involved in the conversation.
Applying industrial
                  methods to service
                  design and delivery
                  is problematic.

Now, this is not a Lean bashing presentation. There are benefits in reducing waste, and many case studies showing this in practice. In trying to create better customer experiences with the larger organizations I have worked
with , however, there are issues in how value stream mapping and business process mapping are employed in service organizations.
Different Perspectives

                Industrial Production                                                               Service Delivery
                    Tangible                                                                         Intangible
                    Technology-focused                                                               Human-centered
                    Efficiency                                                                       Experience
                    Linear                                                                           Non-linear
                    Standards                                                                        Principles




                                                                                                                       Adapted from This is Service Design Thinking

We’re dealing with a perspective from manufacturing not suited for service design and delivery...
Different Definitions of Value

               Business                                                                                        Customer
                  Customer satisfaction                                                                           How is it useful to me?
                  Revenue growth                                                                                  Does it provide me with
                  Profitability                                                                                   personal satisfaction?
                  Market share                                                                                    What benefits does it
                  Wallet share                                                                                    provide me?
                  Cross-sell ratio                                                                                Does it provide the level of
                                                                                                                  quality I expect or desire?
                  NPS
                                                                                                                  Does it align with my beliefs
                  Relationship duration
                                                                                                                  and world view?




.. and we have competing values that make myopic views of value dangerous when approaches like value stream mapping are applied to service and customer experience.
Humanize processes
               to co-create value for
               businesses and the
               people with whom
               they interact.
But the biggest, most self serving, issue that I see is business processes are designed without designers. Which is really just a short-hand way of saving, designers need to help organizations design better processes towards the
goal of creating better customer experiences.
service blueprinting


Which finally brings us back to service blueprinting.
Service blueprinting
                helps designers
                engage operations
                to go from vision to
                reality.
As both an activity and an artifact, service blueprinting’s main value is that its helps those of us passionate about creating better customer experiences engage with the disciplines that are building the architectures upon which
our products and services depend upon.
134                                                                                                            Harvard Business Review                                             January-February 1984


          Exhibit I                Blueprint for a comer shoeshine



          StarKlard                    Brush
          execution time               shoes
          2 minutes


         Total
         acceptable
         execution time
         5 minutes




         Une of                                                                                                                                                                             Faciiitating services
         vialblllty                                                                                                                                                                         and products
                                         Not seen                                                                 Select
                                         by customer                                                              and purchase
                                         but necessary                                                            supplies
                                         to
                                         perfonnance




                                 There are several reasons for the lack of                                         Good and lasting service management requires muc h
       analytical service systems designs. Services are                                                            more. Better service design provides the key to market
       unusual in that they have impact, but no form. Like                                                         success, and more important, to growth.
       light, they can't he physically stored or possessed and                                                                                The operations side of service manage-
Service blueprints have been around for over 30 years. Lynda Shostack began writing about them in the early 80s and created this example of a shoe shine service to illustrate the value that blueprints can bring: making intangible
       thei tangible. Much of Shostack’s blueprint is focused on execution time ofwith theishoeshiner. What you don’toftesense of is what thek flow isdesign and controlare performed.
services morer con sum ptio n is often
                                                         simultaneous the tasks by the r                           ment get a n uses wor experience for the customer as these tasks methods
       production.                                                                                                 such as time-motion engine
Photo by Joe Mabel, http://upload.wikimedia.org/wikipedia/commons/thumb/a/a7/San_Francisco_-_Famous_Wayne's_shoeshine_02.jpg

For example, with San Francisco’s Famous Wayne, you get your shoes shined, but you get a lot more than that.
Nothing nonverbally communicates
                                                "megaballer" like sitting on a throne in the
                                                Financial District and having the sh#$ shined
                                                out of your shoes in front of everybody.
                                                                                           - Kevin L., Yelper




                                                      Photo by Joe Mabel, http://upload.wikimedia.org/wikipedia/commons/thumb/a/a7/San_Francisco_-_Famous_Wayne's_shoeshine_02.jpg

For example, with San Francisco’s Famous Wayne, you get your shoes shined, but you get a lot more than that.
http://blog.modernmechanix.com/mags/PopularScience/10-1937/shoe_shine_merry_go_round.jpg

Here’s another shoe-shining experience which focuses on efficiency while still trying to have a unique experience.
http://www.jetsetzero.tv/wp-content/uploads/2009/07/P1010270.jpg

And here’s an experience where people have been removed from the service all together. Same steps, different experience.
Service Blueprint of Presby Neuro Clinic
          PHYSICAL                   Front      Waiting     Front     Waiting        Front     Hallway      Exam        MRI &       Exam          MRI &     Door Tag    Waiting     Check-out
          EVIDENCE                   Desk       Room        Desk      Room           Desk                   Room        Chart       Room          Chart                 Room          Room

                                                                                                                                                                                    Check-out,
          PATIENT                    Sign In     Wait      Check-in     Wait      Responds
                                                                                               Follow to    Wait in     Answer
                                                                                                                                    Wait
                                                                                                                                                Ask          Return
                                                                                                                                                                          Wait        Pay, &
          ACTIONS                                                                              Exam Rm     Exam Rm     Questions              Questions     Door Tag                  Leave


      Line of Interaction




                                                  ?                     ?                                    ?                       ?                                    ?
          ONSTAGE                                                                     Call     Escort to
                                                                                                                         Check                   Meet Dr.                           Process &
          CONTACT                Welcome                   Process                   Patient   Exam Rm
                                                                                                                        Vitals &                 Kassam                             Check-out
                                                                                                                       Ask Quest
          PERSON

      Line of Visibility


        BACKSTAGE                      Get                            See Other    Grab                                 Check      Place in                  Take       See Other
                                               See Other                                                   See Other
         CONTACT                     Patient
                                                Patients               Patients   Door Tag                  Patients
                                                                                                                        Patient    Kassam                    Away        Patients
         PERSON                       Chart                                                                            Location      Bin                     Chart


                                                                       Brings                  Chart in            Grab              Kassam
                                                                      Door Tag                  To Be              Chart            Gets Quick
                                                                        Back                   Seen Bin          from Bin            Review


                                                                            Chart              Write Rm                                           Check
                                                                          Taken by               # on                                             Patient   Dictation
                                                                            Staff              Schedule                                          Location


      Line of Internal Interaction


         SUPPORT                                           Records/                                           Bin                                            Chart                  Records/
                                Debbie’s                                          Door Tag                             Schedule                                                     Database
                                                           Database                                         System                                          Storage
        PROCESSES               Chart Cart
                                                            System
                                                                                  System                                System
                                                                                                                                                            System                   System




                                                                                                      Work by CMU students: Melissa Cliver, Jamin Hegeman, Kipum Lee, Leanne Libert, Kara Tennant

So as designers have gotten their hands on blueprints, they have become mush more focused on the customers role in their own service experiences while not losing the original intent of
showing how different front stage and back stage activities and processes co-create the service experience.
Blueprint Building Blocks




                                                                                                                                                            Borrowed from Jamin Hegeman

If you were able to take Jamin workshop of service blueprinting, you learned that we start with the customers actions and then detail what touchpoints, staff actions, back stage actions,
processes and technologies map to those actions. Blueprinting is informed by customer journey mapping, ideation, and other outside-in techniques, but blueprinting is where we’re looking at
operational impact and determining how to bring to life the experiences customers value.
Blueprint Building Blocks
                Customer Actions




                                                                                                                                                            Borrowed from Jamin Hegeman

If you were able to take Jamin workshop of service blueprinting, you learned that we start with the customers actions and then detail what touchpoints, staff actions, back stage actions,
processes and technologies map to those actions. Blueprinting is informed by customer journey mapping, ideation, and other outside-in techniques, but blueprinting is where we’re looking at
operational impact and determining how to bring to life the experiences customers value.
Blueprint Building Blocks
                Customer Actions


                      Touchpoints




                                                                                                                                                            Borrowed from Jamin Hegeman

If you were able to take Jamin workshop of service blueprinting, you learned that we start with the customers actions and then detail what touchpoints, staff actions, back stage actions,
processes and technologies map to those actions. Blueprinting is informed by customer journey mapping, ideation, and other outside-in techniques, but blueprinting is where we’re looking at
operational impact and determining how to bring to life the experiences customers value.
Blueprint Building Blocks
                Customer Actions


                      Touchpoints


                     Staff Actions




                                                                                                                                                            Borrowed from Jamin Hegeman

If you were able to take Jamin workshop of service blueprinting, you learned that we start with the customers actions and then detail what touchpoints, staff actions, back stage actions,
processes and technologies map to those actions. Blueprinting is informed by customer journey mapping, ideation, and other outside-in techniques, but blueprinting is where we’re looking at
operational impact and determining how to bring to life the experiences customers value.
Blueprint Building Blocks
                Customer Actions


                      Touchpoints


                     Staff Actions

                Line of Visibility




                                                                                                                                                            Borrowed from Jamin Hegeman

If you were able to take Jamin workshop of service blueprinting, you learned that we start with the customers actions and then detail what touchpoints, staff actions, back stage actions,
processes and technologies map to those actions. Blueprinting is informed by customer journey mapping, ideation, and other outside-in techniques, but blueprinting is where we’re looking at
operational impact and determining how to bring to life the experiences customers value.
Blueprint Building Blocks
                Customer Actions


                      Touchpoints


                     Staff Actions

                Line of Visibility

                  Back Stage Staff




                                                                                                                                                            Borrowed from Jamin Hegeman

If you were able to take Jamin workshop of service blueprinting, you learned that we start with the customers actions and then detail what touchpoints, staff actions, back stage actions,
processes and technologies map to those actions. Blueprinting is informed by customer journey mapping, ideation, and other outside-in techniques, but blueprinting is where we’re looking at
operational impact and determining how to bring to life the experiences customers value.
Blueprint Building Blocks
                Customer Actions


                      Touchpoints


                     Staff Actions

                Line of Visibility

                  Back Stage Staff


                Support Processes




                                                                                                                                                            Borrowed from Jamin Hegeman

If you were able to take Jamin workshop of service blueprinting, you learned that we start with the customers actions and then detail what touchpoints, staff actions, back stage actions,
processes and technologies map to those actions. Blueprinting is informed by customer journey mapping, ideation, and other outside-in techniques, but blueprinting is where we’re looking at
operational impact and determining how to bring to life the experiences customers value.
Blueprint Building Blocks
                Customer Actions


                      Touchpoints


                     Staff Actions

                Line of Visibility

                  Back Stage Staff


                Support Processes


                          Time
                                                                                                                                                            Borrowed from Jamin Hegeman

If you were able to take Jamin workshop of service blueprinting, you learned that we start with the customers actions and then detail what touchpoints, staff actions, back stage actions,
processes and technologies map to those actions. Blueprinting is informed by customer journey mapping, ideation, and other outside-in techniques, but blueprinting is where we’re looking at
operational impact and determining how to bring to life the experiences customers value.
Benefits of Service Blueprinting

        Prototype of the future experience
            Provides low fidelity version of the service experience: great for
            ideation
            Visualizes vision of the service experience

        Strategic tool for project planning
            Helps see where and how existing and future ideas fit with the
            envisioned experience

        Combination of customer experience with an
        operational tool
            Helps design and engineering speak the same language



                                                                                                                                                            Borrowed from Jamin Hegeman

We’ve seen many benefits for blueprints in our work in both service design and in cross-channel design. In combination with storyboarding, acting, and other techniques, we are able to
explore options for the service experience and then document it for others to understand. We do this collaboratively with business stakeholders, process engineers, employees on the front
line and behind the line of visibility. It has been proven to be very effective in moving from idea to action without losing the human-centered strategies that precede execution.
the future?


So, based on using blueprinting in my practice before coming to AP and in the last year, here’s what I hope the future looks like...
Service blueprinting
             becomes a core tool
             used within a new
             enterprise capability.

Service blueprinting gets great feedback and results from all sorts of disciplines, and within process engineering, the tools is popping up in many companies.
Service
             Experience
             Architecture
             (SEA)

But I’d like to see designers push harder into the operational layer of companies, 80% of whom are part of the service industry. I’ve given this idea a name, which is Service Experience
Architecture.
Another architecture?!?
         Enterprise (EA)
         Business (BA)
         Service-oriented (SOA)
         Business process (BPA)
         Information (IA)
I know, I know. Another architecture in companies with too many planning disciplines.
Business Strategy



                                              Business Architecture



                                                       Tactical Execution

                                                                                                                            http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg

We’ve been talking about bringing design to the strategy level in the form of experience strategy for years, and of course user-centered design has traditionally focused on the design of
individual touchpoints and interfaces.
Business Strategy                                                                Experience Strategy




                                                Business Architecture


                                   Tactical                                                                                      Tactical
                                 Development                                                                                     Design

                                                                                                                                http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg

But designers need to go there. Again, that’s where the action is. It fills a gap in our journey to bring design into all layers of the enterprise process of strategy to planning to execution.
Business Strategy                                                             Experience Strategy




                                  Business                                                               Service Experience
                                 Architecture                                                               Architecture



                                  Tactical                                                                                Tactical
                                Development                                                                               Design

                                                                                                                          http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg

Service blueprinting is one approach to a practice focused on the planning layer. It would engage with business architects in how to shape the operations of a company to balance efficiency
and great customer experience.
Customer Journey Maps

                         Business Strategy                                                             Experience Strategy




                                  Business                                                               Service Experience
                                 Architecture                                                               Architecture



                                  Tactical                                                                                Tactical
                                Development                                                                               Design

                                                                                                                          http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg

Service blueprinting is one approach to a practice focused on the planning layer. It would engage with business architects in how to shape the operations of a company to balance efficiency
and great customer experience.
Customer Journey Maps

                         Business Strategy                                                             Experience Strategy

                             Experience Principles & Service Concepts

                                  Business                                                               Service Experience
                                 Architecture                                                               Architecture



                                  Tactical                                                                                Tactical
                                Development                                                                               Design

                                                                                                                          http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg

Service blueprinting is one approach to a practice focused on the planning layer. It would engage with business architects in how to shape the operations of a company to balance efficiency
and great customer experience.
Customer Journey Maps

                         Business Strategy                                                             Experience Strategy

                             Experience Principles & Service Concepts

                                  Business                                                               Service Experience
                                 Architecture                                                               Architecture

                                                                Service Blueprints

                                  Tactical                                                                                Tactical
                                Development                                                                               Design

                                                                                                                          http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg

Service blueprinting is one approach to a practice focused on the planning layer. It would engage with business architects in how to shape the operations of a company to balance efficiency
and great customer experience.
Customer Journey Maps

                         Business Strategy                                                             Experience Strategy

                             Experience Principles & Service Concepts

                                  Business                                                               Service Experience
                                 Architecture                                                               Architecture

                                                                Service Blueprints

                                  Tactical                                                                                Tactical
                                Development                                                                               Design

                                      More Valuable Service Experiences                                                   http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg

Service blueprinting is one approach to a practice focused on the planning layer. It would engage with business architects in how to shape the operations of a company to balance efficiency
and great customer experience.
SEA could include...
        Formally evaluating current service delivery

        Facilitating service blueprinting

        Prototyping and piloting operational changes

        Creating service roadmaps



This practice could include activities like...
process (21c.)




And engaging at the operational layer, my hope is that we can evolve the meaning of process in the 21st century business.
process (21c.)
       orchestrated series of interrelated
       actions that produce sustainable
       value for all stakeholders in complex
       ecosystems of people, products,
       services, and technologies




And engaging at the operational layer, my hope is that we can evolve the meaning of process in the 21st century business.
but for now...


But practically speaking...
Service blueprinting
             is an effective way to
             prototype service
             experiences and
             engage operations.
I encourage you to consider adding blueprinting to your organizations toolkit.
Consider
        Using service blueprinting on multi-
        touchpoint, cross-channel initiatives
        Coupling service blueprints with customer
        journey maps (look backstage)

        Spending time with process engineers

        Trying cross-functional pilot projects that
        gets the customer into process design
More specifically, you should consider...
It’s about working
inside and across
your organizations
to humanize service
experiences ...
... and, in doing so,
your organizations
themselves.
Thanks for your time.




Patrick T Quattlebaum | @ptquattlebaum

                                         www.romantic-jewels.com Shoe Shine.jpg

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Why You Need a Service Experience Architecture (SEA) Practice

  • 1. Good afternoon. Patrick T Quattlebaum | @ptquattlebaum
  • 2. Rail Europe Experience Map Guiding Principles People choose rail travel because it is Rail booking is only one part of people’s larger People build their travel plans over time. People value service that is respectful, effective convenient, easy, and flexible. travel process. and personable. Services are process Customer Journey STAGES Research & Planning Shopping Booking Post-Booking, Pre-Travel Travel Post Travel Enter trips Review fares Confirm Delivery Payment Review & Share experience RAIL EUROPE Research destinations, routes and products Wait for paper tickets to arrive Activities, unexpected changes Select pass(es) itinerary options options confirm Follow-up on refunds for booking changes Destination and experience- Look up Share pages Change Check ticket time tables E-ticket Print plans status photos at Station Get stamp Live chat for for refund Web raileurope.com questions Plan with Map itinerary interactive map (finding pass) Share experience May call if Buy additional (reviews) DOING tickets difficulties occur Kayak, View Blogs & web/ compare maps apps Travel sites Print e-tickets based. airfare at home Paper tickets Plan/ Web arrive in mail Look up confirm timetables Arrange Request Mail tickets Talk with activities Google Research refunds for refund friends travel searches hotels • What is the easiest way to get around Europe? • I want to get the best price, but I’m willing to pay a • Do I have all the tickets, passes and reservations • Do I have everything I need? • I just figured we could grab a train but there are • Trying to return ticket I was not able to use. Not • Where do I want to go? little more for first class. I need in this booking so I don’t pay more • Rail Europe website was easy and friendly, but not more trains. What can we do now? sure if I’ll get a refund or not. THINKING • How much time should I/we spend in each • How much will my whole trip cost me? What are my shipping? when an issue came up, I couldn’t get help. • Am I on the right train? If not, what next? • People are going to love these photos! place for site seeing and activities? trade-offs? • Rail Europe is not answering the phone. How • I want to make more travel plans. How do I • Next time, we will explore routes and availability • Are there other activities I can add to my plan? • What will I do if my tickets don’t arrive in time? else can I get my question answered? do that? more carefully. • I’m excited to go to Europe! • It’s hard to trust Trip Advisor. Everyone is • Website experience is easy and friendly! • Stressed that I’m about to leave the country • I am feeling vulnerable to be in an unknown place in • Excited to share my vacation story with • Will I be able to see everything I can? so negative. • Frustrated to not know sooner about which and Rail Europe won’t answer the phone. the middle of the night. my friends. • What if I can’t afford this? • Keeping track of all the different products tickets are eTickets and which are paper tickets. • Stressed that the train won’t arrive on time for my FEELING • Frustrated that Rail Europe won’t ship tickets connection. • A bit annoyed to be dealing with ticket refund • I don’t want to make the wrong choice. is confusing. Not sure my tickets will arrive in time. to Europe. • Meeting people who want to show us around is fun, issues when I just got home. • Am I sure this is the trip I want to take? • Happy to receive my tickets in the mail! serendipitous, and special. Enjoyability Enjoyability Enjoyability Enjoyability Enjoyability Enjoyability EXPERIENCE Relevance of Rail Europe Relevance of Rail Europe Relevance of Rail Europe Relevance of Rail Europe Relevance of Rail Europe Relevance of Rail Europe Helpfulness of Rail Europe Helpfulness of Rail Europe Helpfulness of Rail Europe Helpfulness of Rail Europe Helpfulness of Rail Europe Helpfulness of Rail Europe Opportunities GLOBAL PLANNING, SHOPPING, BOOKING POST-BOOK, TRAVEL, POST-TRAVEL Communicate a clear value Help people get the help they Support people in creating their Enable people to plan over time. Visualize the trip for planning Arm customers with information Improve the paper ticket Accommodate planning and proposition. need. own solutions. and booking. for making decisions. experience. booking in Europe too. STAGE: Initial visit STAGES: Global STAGES: Global STAGES: Planning, Shopping STAGES: Planning, Shopping STAGES: Shopping, Booking STAGES: Post-Booking, Travel, Post-Travel STAGE: Traveling Make your customers into better, Engage in social media with Connect planning, shopping and Aggregate shipping with a Proactively help people deal Communicate status clearly at more savvy travelers. explicit purposes. booking on the web. reasonable timeline. with change. all times. STAGES: Global STAGES: Global STAGES: Planning, Shopping, Booking STAGE: Booking STAGES: Post-Booking, Traveling STAGES: Post-Booking, Post Travel Information Stakeholder interviews Customer Experience Survey Ongoing, Linear Non-linear, but non-linear process time based sources Cognitive walkthroughs Existing Rail Europe Documentation Experience Map for Rail Europe | August 2011 Last year at MX, Todd Wilkens and Chirs Risdon talked a lot about experience maps and customer journey maps on our blog and at events. In fact, Chris Risdon from our Austin studio has made a nice little cottage industry going around the world teaching practitioners how to do mapping within their organizations.
  • 3. Rail Europe Experience Map Guiding Principles People choose rail travel because it is Rail booking is only one part of people’s larger People build their travel plans over time. People value service that is respectful, effective convenient, easy, and flexible. travel process. and personable. Services are process Customer Journey STAGES Research & Planning Shopping Booking Post-Booking, Pre-Travel Travel Post Travel Enter trips Review fares Confirm Delivery Payment Review & Share experience RAIL EUROPE Research destinations, routes and products Wait for paper tickets to arrive Activities, unexpected changes Select pass(es) itinerary options options confirm Follow-up on refunds for booking changes Destination and experience- Look up Share pages Change Check ticket time tables E-ticket Print plans status photos at Station Get stamp Live chat for for refund Web raileurope.com questions Plan with Map itinerary interactive map (finding pass) Share experience May call if Buy additional (reviews) DOING tickets difficulties occur Kayak, View Blogs & web/ compare maps apps Travel sites Print e-tickets based. airfare at home Paper tickets Plan/ Web arrive in mail Look up confirm timetables Arrange Request Mail tickets Talk with activities Google Research refunds for refund friends travel searches hotels • What is the easiest way to get around Europe? • I want to get the best price, but I’m willing to pay a • Do I have all the tickets, passes and reservations • Do I have everything I need? • I just figured we could grab a train but there are • Trying to return ticket I was not able to use. Not • Where do I want to go? little more for first class. I need in this booking so I don’t pay more • Rail Europe website was easy and friendly, but not more trains. What can we do now? sure if I’ll get a refund or not. THINKING • How much time should I/we spend in each • How much will my whole trip cost me? What are my shipping? when an issue came up, I couldn’t get help. • Am I on the right train? If not, what next? • People are going to love these photos! place for site seeing and activities? trade-offs? • Rail Europe is not answering the phone. How • I want to make more travel plans. How do I • Next time, we will explore routes and availability Experience • Are there other activities I can add to my plan? • What will I do if my tickets don’t arrive in time? else can I get my question answered? do that? more carefully. • I’m excited to go to Europe! • It’s hard to trust Trip Advisor. Everyone is • Website experience is easy and friendly! • Stressed that I’m about to leave the country • I am feeling vulnerable to be in an unknown place in • Excited to share my vacation story with • Will I be able to see everything I can? so negative. • Frustrated to not know sooner about which and Rail Europe won’t answer the phone. the middle of the night. my friends. • What if I can’t afford this? • Keeping track of all the different products tickets are eTickets and which are paper tickets. • Stressed that the train won’t arrive on time for my FEELING • Frustrated that Rail Europe won’t ship tickets connection. • A bit annoyed to be dealing with ticket refund • I don’t want to make the wrong choice. is confusing. Not sure my tickets will arrive in time. to Europe. • Meeting people who want to show us around is fun, issues when I just got home. • Am I sure this is the trip I want to take? • Happy to receive my tickets in the mail! serendipitous, and special. EXPERIENCE Opportunities Enjoyability Relevance of Rail Europe Helpfulness of Rail Europe Mapping! Enjoyability Relevance of Rail Europe Helpfulness of Rail Europe Enjoyability Relevance of Rail Europe Helpfulness of Rail Europe Enjoyability Relevance of Rail Europe Helpfulness of Rail Europe Enjoyability Relevance of Rail Europe Helpfulness of Rail Europe Enjoyability Relevance of Rail Europe Helpfulness of Rail Europe GLOBAL PLANNING, SHOPPING, BOOKING POST-BOOK, TRAVEL, POST-TRAVEL Communicate a clear value Help people get the help they Support people in creating their Enable people to plan over time. Visualize the trip for planning Arm customers with information Improve the paper ticket Accommodate planning and proposition. need. own solutions. and booking. for making decisions. experience. booking in Europe too. STAGE: Initial visit STAGES: Global STAGES: Global STAGES: Planning, Shopping STAGES: Planning, Shopping STAGES: Shopping, Booking STAGES: Post-Booking, Travel, Post-Travel STAGE: Traveling Make your customers into better, Engage in social media with Connect planning, shopping and Aggregate shipping with a Proactively help people deal Communicate status clearly at more savvy travelers. explicit purposes. booking on the web. reasonable timeline. with change. all times. STAGES: Global STAGES: Global STAGES: Planning, Shopping, Booking STAGE: Booking STAGES: Post-Booking, Traveling STAGES: Post-Booking, Post Travel Information Stakeholder interviews Customer Experience Survey Ongoing, Linear Non-linear, but non-linear process time based sources Cognitive walkthroughs Existing Rail Europe Documentation Experience Map for Rail Europe | August 2011 Last year at MX, Todd Wilkens and Chirs Risdon talked a lot about experience maps and customer journey maps on our blog and at events. In fact, Chris Risdon from our Austin studio has made a nice little cottage industry going around the world teaching practitioners how to do mapping within their organizations.
  • 4. Customer journey maps Ideation (lots of methods) Service storming & roleplaying Storyboards & snapshots Service blueprints Service roadmaps But experience maps are only one of many new tools we've been adding to or evolving in our practice in the last couple of years. Many of them come from the emerging discipline of service design. We've been experimenting with how to make these tools more effective in solving complex design problems involving multiple channels, touch points, and media.
  • 5. Borrowed from Brandon Schauer One the tools we've been using more and more in our work is service blueprinting. Which details the flow of interactions a customer has with front stage touch points and the systems of people and processes that sit behind the scenes to support those touch points. A blueprint is an operational tool that describes the nature and the characteristics of the service interaction in enough detail to verify, implement, and maintain it.
  • 6. Why service blueprints? After creating several blueprints and teaching the method to hundreds of people, we've been reflecting on where this this technique fits in the greater scheme of things, what's the potential of blueprints to help organizations design and deliver better customer experiences.
  • 7. Why you need a Service Experience Architecture (SEA) Practice Patrick Quattlebaum | @ptquattlebaum So, I'd like to use my 20 minutes today to talk about why you should add service blueprinting to your organization's tool box and how this method could help address common issues in moving from vision to reality.
  • 8. Process http://www.salespodder.com/wp-content/uploads/2013/02/sheldon-cooper-finding-a-friend-flow-chart.jpg When talking about service experience architecture and service blueprints, i’m going to have to talk a lot about process. We talk a lot about design process at conferences like this, but what I’m referring to are business processes.
  • 9. Services are process and experience based. From Service Blueprinting: A Practical Technique for Service Innovation And that’s because, unlike products, services are created in real-time and process and experience based by their very nature.
  • 10. procès (13c.) http://panathinaeos.files.wordpress.com/2010/10/seventh_seal_14.jpg Interestingly, when you trace the etymology of "process," you find that it derives from the Old French term "proces," which translates most closely to "journey." This picture depicts a scene from the Seventh Seal in which a group of travelers is taken away to the afterworld by Death. Their process of dying is more spiritual than biological, more intangible than tangible.
  • 11. procès (13c.) a journey http://panathinaeos.files.wordpress.com/2010/10/seventh_seal_14.jpg Interestingly, when you trace the etymology of "process," you find that it derives from the Old French term "proces," which translates most closely to "journey." This picture depicts a scene from the Seventh Seal in which a group of travelers is taken away to the afterworld by Death. Their process of dying is more spiritual than biological, more intangible than tangible.
  • 12. process (17c.) http://upload.wikimedia.org/wikipedia/commons/thumb/a/a4/Anatomia_xiv_secolo.jpg/897px-Anatomia_xiv_secolo.jpg With the end of the middle ages and the rise of the scientific revolution, the definition evolved to this definition: "a continuous series of actions meant to accomplish some result." For example, the study of human body was revealing how different parts of one's anatomy worked as a system and how the system could fail.
  • 13. process (17c.) a continuous series of actions meant to accomplish some result http://upload.wikimedia.org/wikipedia/commons/thumb/a/a4/Anatomia_xiv_secolo.jpg/897px-Anatomia_xiv_secolo.jpg With the end of the middle ages and the rise of the scientific revolution, the definition evolved to this definition: "a continuous series of actions meant to accomplish some result." For example, the study of human body was revealing how different parts of one's anatomy worked as a system and how the system could fail.
  • 14. process (20c.) source: http://www.doctormacro.com/Images/Chaplin,%20Charlie/Annex/Annex%20-%20Chaplin,%20Charlie%20(Modern%20Times)_01.jpg And then from the industrial revolution, through Taylorism and Fordism in the 20th century and on to today, “process” within business, government, and other institutions that shape our lives. The mechanization of work has moved us all further from our humanist roots to actors in complex systems of processes and information.
  • 15. process (20c.) a sequence of interdependent and linked procedures which, at every stage, consume one or more resources (employee time, energy, machines, money) to convert inputs (data, material, parts, etc.) into outputs. These outputs then serve as inputs for the next stage until a known goal or end result is reached. source: http://www.doctormacro.com/Images/Chaplin,%20Charlie/Annex/Annex%20-%20Chaplin,%20Charlie%20(Modern%20Times)_01.jpg And then from the industrial revolution, through Taylorism and Fordism in the 20th century and on to today, “process” within business, government, and other institutions that shape our lives. The mechanization of work has moved us all further from our humanist roots to actors in complex systems of processes and information.
  • 16. process (20c.) a sequence of interdependent and linked procedures which, at every stage, consume one or more resources (employee time, energy, machines, money) to convert inputs (data, material, parts, etc.) into outputs. These outputs then serve as inputs for the next stage until a known goal or end result is reached. source: http://www.doctormacro.com/Images/Chaplin,%20Charlie/Annex/Annex%20-%20Chaplin,%20Charlie%20(Modern%20Times)_01.jpg And then from the industrial revolution, through Taylorism and Fordism in the 20th century and on to today, “process” within business, government, and other institutions that shape our lives. The mechanization of work has moved us all further from our humanist roots to actors in complex systems of processes and information.
  • 17. Rational Irrational Engagement http://www.morethings.com/fan/bill_murray/stripes/bill_murray-stripes1981-1325.jpg http://www.soundonsight.org/wp-content/uploads/2011/11/Brazil.jpg
  • 18. What have we built? http://24.media.tumblr.com/tumblr_m970z4Gotv1qzcgluo1_1280.jpg
  • 19. http://www.morethings.com/fan/bill_murray/stripes/bill_murray-stripes1981-1325.jpg Business and technology leaders have become enamored with the toyota production system and its spin offs - lean manufacturing, Six Sigma, and so on.
  • 20. Lean, mean, fightin’ machine! http://www.morethings.com/fan/bill_murray/stripes/bill_murray-stripes1981-1325.jpg Business and technology leaders have become enamored with the toyota production system and its spin offs - lean manufacturing, Six Sigma, and so on.
  • 21. Optimize processes to reduce waste and focus on activities that directly deliver customer value. The stated goal behind lean and other methodologies find and remove any elements of the production system that are not creating value for the customer.
  • 22. Common Process Design Methods Value Stream Mapping Business Process Mapping http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg To achieve this aim, roles such as business architects and business process architects have been growing in large corporations. They do their own kind of mapping and blueprinting to visualize processes, identify areas of weakness, and then propose new process designs to make the system more efficient. Value stream mapping, in particular, is an approach used in many service industries, such as healthcare, to redesign processes that directly interface with customers across many channels.
  • 23. Business Strategy Business Architecture Tactical Execution http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg All of this work is part of the activities of the business architecture layer in large organizations. Business architecture is essentially operational planning and design, and it is intended to connect strategy to tactics.
  • 24. Principles Process Design Service Delivery http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg If you read the literature on business architecture and watch it in action, you see pretty quickly that this, in many ways, is where the action is if you are looking to affect the quality of product and services in an organization. Process design takes the strategic principles as an input and then puts an architecture in place for tactical delivery. Decisions at this level create constraints at the tactical level. And that’s where many design organizations get involved in the conversation.
  • 25. Applying industrial methods to service design and delivery is problematic. Now, this is not a Lean bashing presentation. There are benefits in reducing waste, and many case studies showing this in practice. In trying to create better customer experiences with the larger organizations I have worked with , however, there are issues in how value stream mapping and business process mapping are employed in service organizations.
  • 26. Different Perspectives Industrial Production Service Delivery Tangible Intangible Technology-focused Human-centered Efficiency Experience Linear Non-linear Standards Principles Adapted from This is Service Design Thinking We’re dealing with a perspective from manufacturing not suited for service design and delivery...
  • 27. Different Definitions of Value Business Customer Customer satisfaction How is it useful to me? Revenue growth Does it provide me with Profitability personal satisfaction? Market share What benefits does it Wallet share provide me? Cross-sell ratio Does it provide the level of quality I expect or desire? NPS Does it align with my beliefs Relationship duration and world view? .. and we have competing values that make myopic views of value dangerous when approaches like value stream mapping are applied to service and customer experience.
  • 28. Humanize processes to co-create value for businesses and the people with whom they interact. But the biggest, most self serving, issue that I see is business processes are designed without designers. Which is really just a short-hand way of saving, designers need to help organizations design better processes towards the goal of creating better customer experiences.
  • 29. service blueprinting Which finally brings us back to service blueprinting.
  • 30. Service blueprinting helps designers engage operations to go from vision to reality. As both an activity and an artifact, service blueprinting’s main value is that its helps those of us passionate about creating better customer experiences engage with the disciplines that are building the architectures upon which our products and services depend upon.
  • 31. 134 Harvard Business Review January-February 1984 Exhibit I Blueprint for a comer shoeshine StarKlard Brush execution time shoes 2 minutes Total acceptable execution time 5 minutes Une of Faciiitating services vialblllty and products Not seen Select by customer and purchase but necessary supplies to perfonnance There are several reasons for the lack of Good and lasting service management requires muc h analytical service systems designs. Services are more. Better service design provides the key to market unusual in that they have impact, but no form. Like success, and more important, to growth. light, they can't he physically stored or possessed and The operations side of service manage- Service blueprints have been around for over 30 years. Lynda Shostack began writing about them in the early 80s and created this example of a shoe shine service to illustrate the value that blueprints can bring: making intangible thei tangible. Much of Shostack’s blueprint is focused on execution time ofwith theishoeshiner. What you don’toftesense of is what thek flow isdesign and controlare performed. services morer con sum ptio n is often simultaneous the tasks by the r ment get a n uses wor experience for the customer as these tasks methods production. such as time-motion engine
  • 32. Photo by Joe Mabel, http://upload.wikimedia.org/wikipedia/commons/thumb/a/a7/San_Francisco_-_Famous_Wayne's_shoeshine_02.jpg For example, with San Francisco’s Famous Wayne, you get your shoes shined, but you get a lot more than that.
  • 33. Nothing nonverbally communicates "megaballer" like sitting on a throne in the Financial District and having the sh#$ shined out of your shoes in front of everybody. - Kevin L., Yelper Photo by Joe Mabel, http://upload.wikimedia.org/wikipedia/commons/thumb/a/a7/San_Francisco_-_Famous_Wayne's_shoeshine_02.jpg For example, with San Francisco’s Famous Wayne, you get your shoes shined, but you get a lot more than that.
  • 34. http://blog.modernmechanix.com/mags/PopularScience/10-1937/shoe_shine_merry_go_round.jpg Here’s another shoe-shining experience which focuses on efficiency while still trying to have a unique experience.
  • 35. http://www.jetsetzero.tv/wp-content/uploads/2009/07/P1010270.jpg And here’s an experience where people have been removed from the service all together. Same steps, different experience.
  • 36. Service Blueprint of Presby Neuro Clinic PHYSICAL Front Waiting Front Waiting Front Hallway Exam MRI & Exam MRI & Door Tag Waiting Check-out EVIDENCE Desk Room Desk Room Desk Room Chart Room Chart Room Room Check-out, PATIENT Sign In Wait Check-in Wait Responds Follow to Wait in Answer Wait Ask Return Wait Pay, & ACTIONS Exam Rm Exam Rm Questions Questions Door Tag Leave Line of Interaction ? ? ? ? ? ONSTAGE Call Escort to Check Meet Dr. Process & CONTACT Welcome Process Patient Exam Rm Vitals & Kassam Check-out Ask Quest PERSON Line of Visibility BACKSTAGE Get See Other Grab Check Place in Take See Other See Other See Other CONTACT Patient Patients Patients Door Tag Patients Patient Kassam Away Patients PERSON Chart Location Bin Chart Brings Chart in Grab Kassam Door Tag To Be Chart Gets Quick Back Seen Bin from Bin Review Chart Write Rm Check Taken by # on Patient Dictation Staff Schedule Location Line of Internal Interaction SUPPORT Records/ Bin Chart Records/ Debbie’s Door Tag Schedule Database Database System Storage PROCESSES Chart Cart System System System System System Work by CMU students: Melissa Cliver, Jamin Hegeman, Kipum Lee, Leanne Libert, Kara Tennant So as designers have gotten their hands on blueprints, they have become mush more focused on the customers role in their own service experiences while not losing the original intent of showing how different front stage and back stage activities and processes co-create the service experience.
  • 37. Blueprint Building Blocks Borrowed from Jamin Hegeman If you were able to take Jamin workshop of service blueprinting, you learned that we start with the customers actions and then detail what touchpoints, staff actions, back stage actions, processes and technologies map to those actions. Blueprinting is informed by customer journey mapping, ideation, and other outside-in techniques, but blueprinting is where we’re looking at operational impact and determining how to bring to life the experiences customers value.
  • 38. Blueprint Building Blocks Customer Actions Borrowed from Jamin Hegeman If you were able to take Jamin workshop of service blueprinting, you learned that we start with the customers actions and then detail what touchpoints, staff actions, back stage actions, processes and technologies map to those actions. Blueprinting is informed by customer journey mapping, ideation, and other outside-in techniques, but blueprinting is where we’re looking at operational impact and determining how to bring to life the experiences customers value.
  • 39. Blueprint Building Blocks Customer Actions Touchpoints Borrowed from Jamin Hegeman If you were able to take Jamin workshop of service blueprinting, you learned that we start with the customers actions and then detail what touchpoints, staff actions, back stage actions, processes and technologies map to those actions. Blueprinting is informed by customer journey mapping, ideation, and other outside-in techniques, but blueprinting is where we’re looking at operational impact and determining how to bring to life the experiences customers value.
  • 40. Blueprint Building Blocks Customer Actions Touchpoints Staff Actions Borrowed from Jamin Hegeman If you were able to take Jamin workshop of service blueprinting, you learned that we start with the customers actions and then detail what touchpoints, staff actions, back stage actions, processes and technologies map to those actions. Blueprinting is informed by customer journey mapping, ideation, and other outside-in techniques, but blueprinting is where we’re looking at operational impact and determining how to bring to life the experiences customers value.
  • 41. Blueprint Building Blocks Customer Actions Touchpoints Staff Actions Line of Visibility Borrowed from Jamin Hegeman If you were able to take Jamin workshop of service blueprinting, you learned that we start with the customers actions and then detail what touchpoints, staff actions, back stage actions, processes and technologies map to those actions. Blueprinting is informed by customer journey mapping, ideation, and other outside-in techniques, but blueprinting is where we’re looking at operational impact and determining how to bring to life the experiences customers value.
  • 42. Blueprint Building Blocks Customer Actions Touchpoints Staff Actions Line of Visibility Back Stage Staff Borrowed from Jamin Hegeman If you were able to take Jamin workshop of service blueprinting, you learned that we start with the customers actions and then detail what touchpoints, staff actions, back stage actions, processes and technologies map to those actions. Blueprinting is informed by customer journey mapping, ideation, and other outside-in techniques, but blueprinting is where we’re looking at operational impact and determining how to bring to life the experiences customers value.
  • 43. Blueprint Building Blocks Customer Actions Touchpoints Staff Actions Line of Visibility Back Stage Staff Support Processes Borrowed from Jamin Hegeman If you were able to take Jamin workshop of service blueprinting, you learned that we start with the customers actions and then detail what touchpoints, staff actions, back stage actions, processes and technologies map to those actions. Blueprinting is informed by customer journey mapping, ideation, and other outside-in techniques, but blueprinting is where we’re looking at operational impact and determining how to bring to life the experiences customers value.
  • 44. Blueprint Building Blocks Customer Actions Touchpoints Staff Actions Line of Visibility Back Stage Staff Support Processes Time Borrowed from Jamin Hegeman If you were able to take Jamin workshop of service blueprinting, you learned that we start with the customers actions and then detail what touchpoints, staff actions, back stage actions, processes and technologies map to those actions. Blueprinting is informed by customer journey mapping, ideation, and other outside-in techniques, but blueprinting is where we’re looking at operational impact and determining how to bring to life the experiences customers value.
  • 45. Benefits of Service Blueprinting Prototype of the future experience Provides low fidelity version of the service experience: great for ideation Visualizes vision of the service experience Strategic tool for project planning Helps see where and how existing and future ideas fit with the envisioned experience Combination of customer experience with an operational tool Helps design and engineering speak the same language Borrowed from Jamin Hegeman We’ve seen many benefits for blueprints in our work in both service design and in cross-channel design. In combination with storyboarding, acting, and other techniques, we are able to explore options for the service experience and then document it for others to understand. We do this collaboratively with business stakeholders, process engineers, employees on the front line and behind the line of visibility. It has been proven to be very effective in moving from idea to action without losing the human-centered strategies that precede execution.
  • 46. the future? So, based on using blueprinting in my practice before coming to AP and in the last year, here’s what I hope the future looks like...
  • 47. Service blueprinting becomes a core tool used within a new enterprise capability. Service blueprinting gets great feedback and results from all sorts of disciplines, and within process engineering, the tools is popping up in many companies.
  • 48. Service Experience Architecture (SEA) But I’d like to see designers push harder into the operational layer of companies, 80% of whom are part of the service industry. I’ve given this idea a name, which is Service Experience Architecture.
  • 49. Another architecture?!? Enterprise (EA) Business (BA) Service-oriented (SOA) Business process (BPA) Information (IA) I know, I know. Another architecture in companies with too many planning disciplines.
  • 50. Business Strategy Business Architecture Tactical Execution http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg We’ve been talking about bringing design to the strategy level in the form of experience strategy for years, and of course user-centered design has traditionally focused on the design of individual touchpoints and interfaces.
  • 51. Business Strategy Experience Strategy Business Architecture Tactical Tactical Development Design http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg But designers need to go there. Again, that’s where the action is. It fills a gap in our journey to bring design into all layers of the enterprise process of strategy to planning to execution.
  • 52. Business Strategy Experience Strategy Business Service Experience Architecture Architecture Tactical Tactical Development Design http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg Service blueprinting is one approach to a practice focused on the planning layer. It would engage with business architects in how to shape the operations of a company to balance efficiency and great customer experience.
  • 53. Customer Journey Maps Business Strategy Experience Strategy Business Service Experience Architecture Architecture Tactical Tactical Development Design http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg Service blueprinting is one approach to a practice focused on the planning layer. It would engage with business architects in how to shape the operations of a company to balance efficiency and great customer experience.
  • 54. Customer Journey Maps Business Strategy Experience Strategy Experience Principles & Service Concepts Business Service Experience Architecture Architecture Tactical Tactical Development Design http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg Service blueprinting is one approach to a practice focused on the planning layer. It would engage with business architects in how to shape the operations of a company to balance efficiency and great customer experience.
  • 55. Customer Journey Maps Business Strategy Experience Strategy Experience Principles & Service Concepts Business Service Experience Architecture Architecture Service Blueprints Tactical Tactical Development Design http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg Service blueprinting is one approach to a practice focused on the planning layer. It would engage with business architects in how to shape the operations of a company to balance efficiency and great customer experience.
  • 56. Customer Journey Maps Business Strategy Experience Strategy Experience Principles & Service Concepts Business Service Experience Architecture Architecture Service Blueprints Tactical Tactical Development Design More Valuable Service Experiences http://images.flatworldknowledge.com/cadden/cadden-fig13_005.jpg Service blueprinting is one approach to a practice focused on the planning layer. It would engage with business architects in how to shape the operations of a company to balance efficiency and great customer experience.
  • 57. SEA could include... Formally evaluating current service delivery Facilitating service blueprinting Prototyping and piloting operational changes Creating service roadmaps This practice could include activities like...
  • 58. process (21c.) And engaging at the operational layer, my hope is that we can evolve the meaning of process in the 21st century business.
  • 59. process (21c.) orchestrated series of interrelated actions that produce sustainable value for all stakeholders in complex ecosystems of people, products, services, and technologies And engaging at the operational layer, my hope is that we can evolve the meaning of process in the 21st century business.
  • 60. but for now... But practically speaking...
  • 61. Service blueprinting is an effective way to prototype service experiences and engage operations. I encourage you to consider adding blueprinting to your organizations toolkit.
  • 62. Consider Using service blueprinting on multi- touchpoint, cross-channel initiatives Coupling service blueprints with customer journey maps (look backstage) Spending time with process engineers Trying cross-functional pilot projects that gets the customer into process design More specifically, you should consider...
  • 63. It’s about working inside and across your organizations to humanize service experiences ...
  • 64. ... and, in doing so, your organizations themselves.
  • 65. Thanks for your time. Patrick T Quattlebaum | @ptquattlebaum www.romantic-jewels.com Shoe Shine.jpg