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

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The customer journey, digital transformation, and you

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