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Mapping the Customer Journey
17 September 2015
Benjamin Disraeli
“Experience is the child of thought, and thought is the child of
action.”
Hello
Customer Journey Map
• It’s an artefact that serves to illuminate the experience a person may have with a
product or service.
Customer Journey Map: uses
• Measure touchpoints along a specific journey
• Identifies the peaks and troughs of how a customer feels in the journey
• Based on personas (based on research)
• Allows us to empathise with customers
• Highlights the experience across various touchpoint
• Helps us focus on real customer needs
Mapping the experience
A simple journey
Why do we do it?
Vision
• Demonstrate the vision for the project
• Communicate what you are trying to achieve.
• Shows the potential future state of the design solution (not the actual design)
Behaviour
• Helps us understand customer behaviour
• Experience mapping can help you work out how and when customers are going to
interact with your product/service and what they expect from it.
Functionality exploration
• Feature ideas will naturally come to mind
• By understanding the ‘flow’ of the various tasks the customer will want to perform:
• you can start to think about what kind of interface that serves the customer
• you can identify the contexts in which people will use your product and
design accordingly
They help us identify opportunities to improve
• You will be able to identify the low points in the customer experience and use them
as opportunities to create a better over all experience.
When should we do it?
If you’re working on a new product or service
• It will help you visualise the future state journey of what you are designing
If you’re working on an existing product or service
• It will visualise how user are actually interacting with the design and illuminate
opportunities to improve the experience.
Customer journey maps should be based on our personas and
our research
Elements of a customer journey map
We need to know
• Your customer’s goals
• Their motivations
• Their current pain points
Trigger
• What prompted the user’s problem
Context
• Where is the user? What is around them? Are there any external factors which may
be distracting them?
Progression
• How does each step enable them to get to the next?
Devices
• What device are they using? Are they a novice or expert? What features does the
device have?
Functionality
• What type of functionality are they expecting? Is it achievable?
Emotions
• What is their emotional state in each step?
• Are they engaged, bored, annoyed, angry, excited?
Start with a basic user flow
Start with a hypothesis
• Write it out
• Then map it out on Post It Notes
One main character
• Use real image to add depth and
empathy
• Same as your Persona image
Focus on a single pathway
• No need to complicate
• Determine what’s the most important part of the process
Note secondary personas
• These could give you clues about features and content strategy
Name
Age
Location
Occupation
Family status Social media usage
Technology usage
Income
Free time
Plan the story elements
Start with the Time, Location, Doing
Fiona Findlay
Age: 37
Location: Sydney
Occupation: Marketing Director
Family status e.g. “De facto”
Defining characteristic e.g. “The connector”
Social media usage
Technology usage
e.g. Reading an article on SMH
about the Isle of Unicorn
e.g. That looks really interesting,
I bet Max would love this.
e.g On bus to work
e.g 7:23am
TIME
LOCATION
DO
THINK
(to the person sitting down)
“Have you been to Isle of
Unicorn? I’d love to go”
SAY
Newspaper
TOUCH
Excited
Sends a message to Max
saying I’m booking now.
Max is going to kill me; this
is our second holiday this year.
At her local cafe
e.g 7:56am
--
iPhone
Anxious
FEEL
Income
Free time
Exercise: a simple journey
Your yesterday
MY DAY
FAVE APPS
What does your average
day look like?
MY JOURNEY
WHAT
What are you using?
WHY
Why do you use it?
HOW
How do you use it?
I AM ...
Describe yourself in work
and play
Plot your personal and
work activities and digital
touchpoints. The higher
the position (10), the
better you’re feeling.
MORNING MIDDAY
HIGH
LOW
NIGHT
Repeat: your ideal day tomorrow
MY DAY
FAVE APPS
What does your average
day look like?
MY JOURNEY
WHAT
What are you using?
WHY
Why do you use it?
HOW
How do you use it?
I AM ...
Describe yourself in work
and play
Plot your personal and
work activities and digital
touchpoints. The higher
the position (10), the
better you’re feeling.
MORNING MIDDAY
HIGH
LOW
NIGHT
Thank you
Mapping The Customer Journey

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CRO PROS - Customer Journey Mapping

  • 1. Mapping the Customer Journey 17 September 2015
  • 2. Benjamin Disraeli “Experience is the child of thought, and thought is the child of action.”
  • 4. Customer Journey Map • It’s an artefact that serves to illuminate the experience a person may have with a product or service.
  • 5. Customer Journey Map: uses • Measure touchpoints along a specific journey • Identifies the peaks and troughs of how a customer feels in the journey • Based on personas (based on research) • Allows us to empathise with customers • Highlights the experience across various touchpoint • Helps us focus on real customer needs
  • 8.
  • 9.
  • 10.
  • 11. Why do we do it?
  • 12. Vision • Demonstrate the vision for the project • Communicate what you are trying to achieve. • Shows the potential future state of the design solution (not the actual design)
  • 13. Behaviour • Helps us understand customer behaviour • Experience mapping can help you work out how and when customers are going to interact with your product/service and what they expect from it.
  • 14. Functionality exploration • Feature ideas will naturally come to mind • By understanding the ‘flow’ of the various tasks the customer will want to perform: • you can start to think about what kind of interface that serves the customer • you can identify the contexts in which people will use your product and design accordingly
  • 15. They help us identify opportunities to improve • You will be able to identify the low points in the customer experience and use them as opportunities to create a better over all experience.
  • 16. When should we do it?
  • 17. If you’re working on a new product or service • It will help you visualise the future state journey of what you are designing
  • 18. If you’re working on an existing product or service • It will visualise how user are actually interacting with the design and illuminate opportunities to improve the experience.
  • 19. Customer journey maps should be based on our personas and our research
  • 20.
  • 21. Elements of a customer journey map
  • 22. We need to know • Your customer’s goals • Their motivations • Their current pain points
  • 23. Trigger • What prompted the user’s problem
  • 24. Context • Where is the user? What is around them? Are there any external factors which may be distracting them?
  • 25. Progression • How does each step enable them to get to the next?
  • 26. Devices • What device are they using? Are they a novice or expert? What features does the device have?
  • 27. Functionality • What type of functionality are they expecting? Is it achievable?
  • 28. Emotions • What is their emotional state in each step? • Are they engaged, bored, annoyed, angry, excited?
  • 29. Start with a basic user flow
  • 30.
  • 31. Start with a hypothesis • Write it out • Then map it out on Post It Notes
  • 32. One main character • Use real image to add depth and empathy • Same as your Persona image
  • 33. Focus on a single pathway • No need to complicate • Determine what’s the most important part of the process
  • 34. Note secondary personas • These could give you clues about features and content strategy
  • 35. Name Age Location Occupation Family status Social media usage Technology usage Income Free time Plan the story elements
  • 36. Start with the Time, Location, Doing Fiona Findlay Age: 37 Location: Sydney Occupation: Marketing Director Family status e.g. “De facto” Defining characteristic e.g. “The connector” Social media usage Technology usage e.g. Reading an article on SMH about the Isle of Unicorn e.g. That looks really interesting, I bet Max would love this. e.g On bus to work e.g 7:23am TIME LOCATION DO THINK (to the person sitting down) “Have you been to Isle of Unicorn? I’d love to go” SAY Newspaper TOUCH Excited Sends a message to Max saying I’m booking now. Max is going to kill me; this is our second holiday this year. At her local cafe e.g 7:56am -- iPhone Anxious FEEL Income Free time
  • 38. Your yesterday MY DAY FAVE APPS What does your average day look like? MY JOURNEY WHAT What are you using? WHY Why do you use it? HOW How do you use it? I AM ... Describe yourself in work and play Plot your personal and work activities and digital touchpoints. The higher the position (10), the better you’re feeling. MORNING MIDDAY HIGH LOW NIGHT
  • 39. Repeat: your ideal day tomorrow MY DAY FAVE APPS What does your average day look like? MY JOURNEY WHAT What are you using? WHY Why do you use it? HOW How do you use it? I AM ... Describe yourself in work and play Plot your personal and work activities and digital touchpoints. The higher the position (10), the better you’re feeling. MORNING MIDDAY HIGH LOW NIGHT
  • 40. Thank you Mapping The Customer Journey