Showing posts with label usability best practices. Show all posts
Showing posts with label usability best practices. Show all posts

Comfort Spaces and CX: Lessons from the Bathroom Blogfest.


After reading my humor-driven posts on Bathroom Usability and Cottonelle on Crack, friends Becky Carroll and CBWhittemore asked me to participate in the “bathroom blogfest.”  This year’s theme is “Mad Men: Bathrooms of the 1960’s”.  You can read all it here, and access the Blogfests 30+ participants, as well! In short, it’s all about bathrooms and customer experience.

So I admit -- I'm the straggler.  It's 11:30 pm on Saturday night, I'm just getting this post in under the wire. I’ve been on-site at a client for six days and have penned this first draft at an airport... However, I did ponder over this topic sporadically during the week.  Here's the insight I drew from the writing challenge:

The architects and designers of the 1960’s knew how to use space, color and texture to create comfortable, luxurious spaces for relaxation and conversation. They used form, shape, color, pattern, texture and rich materials to create depth and warmth. They accessorized with over the top details and accessories. These trends are clearly seen in the bathrooms of that era – bathrooms that became more than just functional – but in escape from the frenzy of a pressure-filled decade.

Consider these images I found on Flickr last week (click to view the slideshow):


From chandeliers to mirrors, wood paneling to textural wall paper, granite to marble, luxury abounds in the bathrooms of the 60’s. Space was used creatively to establish zones for personal care, pampering and relaxation. Lounge seating was often installed. Traditional vanities and credenzas became more “furniture like.” Fixtures like chandeliers add a touch of glamour. Floor coverings like carpet and flokati rugs were brought in warm, luxurious comfort.

Perhaps this extra attention to luxury and comfort are why the bathrooms of the Mad Men Era were commonly called “Lounges.” Perhaps these reflect the needs of an unsettled generation, looking escape the realities of a pressure filled decade if only for a minute.  At home, and in public places, restrooms became luxurious personal “comfort spaces” where people felt at ease, secure and free to relax and even converse. 

These rooms were less focused on the perfunctory and became more about the emotional and physical needs of the people that used them. I think this is where there's a take away lesson for all of us managing Customer Experience today.

We live again, in an era of distress and turmoil. We also live in an age where we are bombarded by stimulus. We cannot count the messages we have to process, the things we have to do, learn, know and understand. We are overwhelmed by information, stimulus and the pressure to make decisions, and we must do so quickly as we attempt to manage the onslaught. As a result, the brands that make us feel even more overwhelmed, pressured, “sold” and pushed are more at risk of earning our ire, rather than our affinity.

Instead, creating “comfort spaces” where the people we serve can interact with our brands can be instrumental in capturing affinity and attention today. This principle transcends the physical environment, extending into the virtual environments in which we connect with and serve others. When we focus on the experiences people have, rather than how we will “push” our messages to the masses, we focus less on blasting people with selfishly-driven messages (which creates discomfort) to meeting people in a more natural, organic way. Here are just a few modern day types of comfort spaces:
  • Starbucks is perhaps the king of the Comfort Space, as a huge public proponent of the “Third Place” theory creates comfort zones online, too. “My Starbucks Idea” lets customers share ideas and desires in a way that helps them impact the business. It has resulted in many new product ideas and has measurably changed the way Starbucks listens and responds to customers.
  • The Choppe Shoppe and other men’s grooming lounges make male grooming and pampering a macho thing. Smiling stylists in chic wear hand patrons a beer while football broadcasts on the big screen, and copies of GQ and Car and Driver grace the chrome coffee table. Suddenly, "manscaping" isn’t so scary.
  • Home Depot and Lowe's both offer classes to help customers complete “do-it-yourself” projects without totally screwing up. These classes drive loyalty and can result in increased product sales.
  • Best Buy’s Twelpforce helps people of all walks of life make decisions about new technology purchases with a no-pressure sales approach. This comfort zone is driving sales and reinforcing Best Buy’s thought leadership.
  • Tirerack.com (while not the best site from a usability perspective) offers several configuration applications that help users select everything from replacement tires and wiper blades to new wheels and preview the items on a schematic of their own car. It makes purchasing really easy.
  • Caribou Coffee – My husband and I often take our 3 year old to Caribou in the morning. We can enjoy a coffee and catch the news on our Droids while our little one munches on breakfast and plays with high quality educational toys in the play area near the fireplace. They offer leather lounge seating and even a quiet meeting space that can be used as needed, or reserved in advance by work shifters (like me) and other groups. 
From lounges for frequent flyers to clubs for frequent buyers.... there is no end to the types of Comfort Spaces we can create to serve the needs of our customers.  From bricks to clicks, just what kind of comfort spaces are best to create depends on the unique needs of the audience, juxtaposed with the core competencies of the business. Keep yourself grounded in reality, combine the two, and opportunities can become very clear. Comfort Zones can be useful in helping people with:
  • Discovery
  • Learning
  • Product Selection
  • Transaction
  • Co-Creation
  • Service
  • Sharing
… and when Comfort Spaces are designed effectively, they are very useful in merging your brand with the lifestyles, rituals and habits of your target audience. Comfort spaces can enhance and support the customer experience at key points in the adoption continuum. And of course, they can also be instrumental in driving positive business outcomes.


Business has shifted, and business people must find ways to ease into the cramped headspace of others in a manner that feels less invasive and more natural, comfortable, and even personal across channels. From the traditional mediums of communication to new channels that can help us extend our businesses strategically into the lives of those we serve.  Here's one example of that strategic extention at work in a bathroom.  I took this today, just prior to my flight in a very clean, well designed bathroom at Minneapolis St. Paul International Airport....



Perhaps not a true "comfort space" but I loved the use of mobile here....

So, using thatbrooms of the 1960's as a muse -- name your favorite brand-driven comfort space.  What does it do for you -- and how does it motivate you to do what's good for the brand?   Are there any aspects of it that don't work? (E.g. the equivilant of the "flokati rug" in the space)?

Experience Files: Seamless Web's Recipe for Success

I got a tweet from Steve Rubel about Seamless Web giving away $100 worth of free food to bloggers who mention the company in a blog post. My first reaction was “Hmmm…good word-of-mouth marketing attempt, but is there really something worth writing about?” I decided to find out, and was very pleased with the results.

Seamless Web is doing some very smart things related to its business plan as well as its use of social media and word-of-mouth marketing. There's definitely some takeout (pun intentional) here for any smart marketer.

First things first. If you're not already aware, Seamless Web bills itself as the "fastest, easiest, and smartest way to order food online." The company enables users to order from more than 2,000 restaurants in 14 major US cities (including New York, Boston, Chicago, Washington DC, Houston, Los Angeles, San Francisco) and other cities in the UK.

Simply visit Seamless’ website and anyone within a participating region can order from a myriad of restaurants in four simple steps:


1. Enter your address – Using a simple form.

2. Browse & select a restaurant – Based on your zip code, a list of restaurants will display. The list is programmed to allow users to order only from restaurants that are currently open. Users can mouse over restaurant names for a brief restaurant descriptions. They can also sort the restaurant list by price (up to five $), estimated delivery time, order minimum and customer rating (up to five stars).

3. Browse & select from a menu – When a menu is selected, the interface displays the menu items in a simple, two-column display. A third column shows the “shopping cart” or order in process, and also showcases the restaurant’s most popular dishes to support user selection. Site users can roll over menu item listings for full descriptions or click to view more information and add the item to an order. Users who click to view more, or add to cart may add optional items (e.g. “add bacon”) or request order customizations (e.g. “hold the mayo” or “no nuts- I have a nut allergy!)

4. Pay with a major credit card. Delivery fees range, based on the delivery service (in-house, third party). For some restaurants, delivery is free. For others, such as ones delivered by Takeout Taxi, delivery fees are $8.95. Tips may also be added to the order.

Participating restaurants utilize the Seamless Web infrastructure to print incoming orders, which arrive within seconds. In turn, the restaurants send customized order confirmations via email, complete with estimated delivery times to site users. Participating restaurants then prepare the food and deliver it to the site user. After ordering, users can save their order for “next time” and also post ratings of participating restaurants for the reference of other site users.

Seamless Web follows the example of other experience leaders by providing the basics of solid customer experience in a number of areas:

Business Focus. Seamless Web is operating within a core competency. Following my (link) “Three Word Rule", we’ll call the company a “food delivery facilitator”. They don’t mess with food preparation or actual food delivery. Instead, they provide a one-stop ordering destination for customers, along with a robust communications infrastructure extensible to restaurants and delivery services (like Takeout Taxi) which effectively facilitate the delivery process. Smart!

Customer Focus. Starting at a basic level, they make the food ordering process easier for the time starved. It’s more consistent than ad-hoc dialing and more customer-centric as a result. All site users get clear information. They can customize orders to accommodate for food allergies or personal taste. They can order a meal for immediate delivery or schedule delivery in advance. They can save their favorite orders to streamline future ordering. They are encouraged to rank the performance of participating restaurants performance for the benefit of the ordering community. The site caters to the needs of both individuals and corporations. Seamless Web also offers corporate accounts with catering services and discounts. The service Seamless offers is basic – but it’s basic done well!

The User Experience. From a high-level usability perspective, Seamless sites are easy to access and they perform well. The main ordering site’s feature-rich interface is simple, streamlined, and not heavily graphics-infused. It successfully displays a lot of complex data in a very clear manner without many hitches. The language is simple and uncomplicated. FAQs provide detailed information on just about every topic you can imagine – clearly and concisely. The navigation functions well. While I’d like to see the 2.0 ability to order directly from a menu listing (rather than clicking on the item), Seamless Web has done a great job taking the ordering process and making it very simple and consistent across a myriad of restaurants and service providers. The blog follows the simple approach and is very up-to-date, engaging and entertaining, as well. The Facebook site is your is a standard cacophony of images, features and links… but overall, the online experience works - very well.

Social and Word-of-Mouth Marketing. Probe into Seamless Web and you won’t just find a site for ordering food. You’ll find solid grassroots marketing, word-of-mouth initiatives and solid use of Social Media. Check out the Seamless Weblog. There you’ll see their streetwise marketing at work, hear updates from the team, find weekly announcements about new restaurant openings and capture the occasional unwitting celebrity endorsement. You’ll also find Seamless Web active on Twitter. There’s also a Facebook site for Seamless Web, where you’ll find several thousand Friends, a viral video serial called “Johnny and Cam Order Food” (one part obnoxious, one part informative), featured restaurants, maps, featured fans, user reviews, contests (more free schwag) and more. They're keeping these sites fun, interesting and up-to-date. Good stuff.

Also, with regard to customers and word-of-mouth marketing Seamless does two things right:

1. The encourage customer dialog on a number of levels, across channels.This is a recipe for success.

2. They reward customer evangelism. Tell your friends about Seamless Web, and they’ll send you a 25% off coupon the first time your friend orders (they even provide a contact widget to help). Become a fan on Facebook and enter to win an iPhone 3G. Write a blog post and get coupons for $100 in free food - in addition to cross links and recognition on their own blog. All great ways to encourage word-of-mouth.

If I were to offer any criticism, it would center on the brand name and design. It seems Seamless Web would be more suited as a name for a web development firm -- rather than a destination for ordering takeout. From a branding perspective, I’m just not sure why the company went with this name. It seems like a missed opportunity to me. Perhaps there was an executive desire to be a bit vague (ala "Amazon" - allowing for future business expansion into a non-food market) or some another reason, which defies my own pea-brain logic? From a design perspective, I don’t mind the color red, if it’s done well – but I’m not a real fan of the logo, or the tag line that fails to “pop” on the page. So, there’s definitely room for improvement here -- but in truth, this can be easily remedied for the company.

In conclusion, while Seamless Web is offering people free schwag for posts … I am not posting for the free food.

In my line of work, I am paid to be somewhat critical. It's easy to find reasons to be critical with regard to customer experience and sometimes it's easier to be more negative than positive. That’s why it is positively refreshing to find smart companies that offer solid and well-rounded customer experiences. Therefore, it's my pleasure to offer hearty approbation and best wishes to the folks at Seamless Web. It is my sincere hope that we all take away something tasty from the company’s example.

On Usability & User Experience

Great article in Advertising Age last week, in case you missed it. Google's Web Analytics guru Avinash Kaushik asserts that one of the reasons why so many websites "suck" today is because of the hippo -- as in the "highest paid person's opinion."

I've worked with a lot of Hippos in my lifetime, and this really cracked me up. It's also very true... Sadly, Kaushik asserts that the individuals making choice decisions about what works best for customers on the web are often those the least connected to those customers. This ties to a bunch of stuff we've been saying on this site for a very long time.

Also - decent article from Mark Hurst in his May 20th Good Experience on the top mistakes companies are making in usability testing. I've included the link to the online article here - there's some good reader discussion there.

Prepping for the "Mommy Experience"

September 30, 2007 - For those of you who don’t know, I’m expecting our first baby (featured right) in two weeks. I’m feeling a bit like a stuffed goose, and hurrying trying to tie up loose ends before our son arrives.

I haven’t written much as I've been dealing with insomnia, fatigue and juggling multiple projects. Of course, the queue of ideas and thoughts is full…and I’ve had no time to get anything out in the form of an article. ...Maybe post-baby? Don’t laugh - I'm enjoying my denial and convinced I have the ability to multi-task!

As my schedule is finally calming down, I did a little shopping this week. This morning I was chomping at the bit to air my feelings on some experience pitfalls I witnessed. So, on behalf of all expectant and new mommies, I offer the following:

Brick and Mortar Stores like Macy’s, Kohl’s, JC Penney and even Gymboree boutiques – Hear our cry! If your aisles are too narrow for women shopping with a large belly to fit through without knocking stuff off the racks --- OR for women pushing a stroller with a grabby infant, you are losing sales! Get a clue – create space for us and you’ll create space for sales!

Grocery Stores It confounds me as to why you offer only a single "token" "new and expecting mother" parking space!? I mean, it's a nice gesture, but do you really think that there will be only one of us, out of the 250 others parking in your lot? Perhaps it would be good for us to be granted temporary handicap badges when we're 7 months pregnant, which will expire on baby's one year birth date so we can use the litany of handicap spaces. While that's not likely to happen, couldn't you offer 2-3 pregnant and expecting mommy spaces for us? Especially in freezing cold and icy climates!!

Children’s Place –We got a fat gift certificate to use for baby clothes only to find out that Children’s Place doesn’t take them online. What’s worse, my local store didn't have my online items in stock and couldn't order them for some reason. The online customer service people told me the best thing to do was to purchase the items with another method of payment, wait for shipment, then drive to the store, return the item and repurchase it on the gift card. Classic experience hurdle: Make me pay for shipping, then drive to the mall to take care of this when I may deliver any day. Silly! Catch up with the times – most online stores take gift cards today, and harried mommies (AND expectant moms) can’t always make it to the mall .

Gymboree – I picked out a few cute outfits online today, while I was in the middle of shopping at the Children’s Place. Not 15 minutes after I got off the phone with Children’s Place, I went back to my shopping cart on Gymboree, and my visit had timed out (expired) – and so did my shopping cart! As a result, I lost the special sale purchases I’d so carefully looked for. Web statistics reflect that many online shoppers multitask when browsing online…and it’s time for Gymboree to catch on to this trend! Shopping carts should dynamically represent inventory available (so if I come back, and my product is no longer in stock, it tells me apologetically). They should also time out after a LONG period of time (varies from 12-24 hours usually, although Gap and Old Navy seem to last for about a week). You lost my sale on principle alone!

Target – In general I have problems with the online experience at Target.com, which I may do a future “Experience File” on. In short, the entire online store forces the consumer to hit back buttons repeatedly, because there is consistent “loss of state” as people select various categories and shop by type or brand. The site would also benefit from some Web 2.0 features that could make the experience much more streamlined for individuals adding items to cart or a registry list, among other things. While I shop Target online a lot, my professional opinion is that the site has severe experience limitations imposed by its catalog provider that push the user experience behind the times - by at least three years.

Specific to mommy stuff at Target– I have been a user of Target Gift registries (wedding registry AND baby registry within 18 months) and I’ve been frustrated! Why can't I prioritize the items I select for my guests? Further, I can’t add notes to items for the benefit of my fellow shoppers. Also, when I update my registry in the store using the hand scanner, photos of the items I select NEVER show up online (even if there’s an online version of it). This makes the shopping experience difficult for others, as well as they must rely on SKU numbers. Take the target lists experience to the next level, and consider the context of the users participating in gift registries! Improve this experience and improve sales!

Amazon.com Generally the best experience overall, although I do believe the site could benefit from some more dynamic Web 2.0 features that make adding items to a registry and viewing related items a better experience. When a user adds items to lists, pages load with "other recommendations" which are often not useful. This requires the user to do a lot of “back buttoning" to get to a desired place. Other than that, my gripe is with the Amazon/Target registry situation. I just don’t understand why, when Amazon features the Target gift registry, there is no synchronization between items on my Amazon registry and my Target registry. Either make the Target and Amazon gift registries integrated, or keep them separate! Having partial integration is just confusing.

I won't even go into the challenges I experienced while trying to find maternity pants that do not fall down ... or the joys of finding "belly bands" to keep your pants up! That seems endemic to the plight of the maternally challenged woman today. I will say KUDOS, however, to Gap and Old Navy for offering GREAT maternity clothing with a wide range of sizes and fast delivery! It has been a godsend!

Well, I’m sure there’s more to say, but this is enough for one day’s shopping. I’m off to have yet another sonogram! More soon!

Customer Experience Management vs. User Experence (Part III)

Continuing the posts on defining Customer Experience Management (CEM)… A number of consultancies and agencies equate CEM with User Experience. In our previous article, we outlined the five key disciplines, or components, of CEM.

User Experience, or “Usability” is focused on the interface discipline of CEM. The term is used primarily in reference to the analysis, design and/or development of human-to-technology interfaces. Some examples of this include creating, refining and managing:


  • Visual, navigation & informational web design
  • Interactive apps. w/ decision trees (e.g. register, search)
  • Easy-to-use interfaces for complex technical systems
  • Product designs for devices (wireless, PDA, IPOD)
  • Information & visual design within devices (game, DVR, computer)

    User Experience is an important part of CEM, but like Experiential Marketing, it’s a part of a much larger whole. User Experience architects center their focus creating functional, intuitive interfaces (online or systems applications and technological devices) that enable customer interaction and transaction. CEM practitioners focus on the comprehensive interaction of customers in both online and offline channels.

    Contrary to popular belief, User Experience is both an art and a science that requires a complex array of skills. Individuals who “do” usability can’t possibly embody all skills, although if you find a rare individual that does, you should pay them a mint! Dave Rogers of gotomedia recently wrote an excellent article about this in the gotoreport. Many of us will resonate with Dave’s frustration. To underscore Dave's assertions, here’s just a sampling of the functional roles that might found on a more complex user experience project:

  • Business Owner/Manager
  • Business Specialist(s) [e.g. marketing, merchandising, departmental]
  • Business Analyst
  • Product Manager
  • Project Manager
  • Information Architect
  • Content Manager
  • Taxonomist
  • Creative Director
  • Interactive Designer
  • Graphic/Visual Designer
  • Product Designer
  • Production Artist
  • Writer
  • Interactive Programmers [CSS, Flash, Javascript, XML, Ajax, etc.]
  • Systems Architects [Complex,interconnected systems]
  • Usability Analyst(s)
  • Testing Manager(s)
  • Testers (Unit, System, Client, Platform, Users)

    While it might be natural for any individual to assume 2-5 of the roles described above, many of you feel the pain of being asked to manage many – or all – of the roles outlined above yourself, or within a limited internal team. My advice to you: Keep educating your company about the nature of user experience with articles like this one. Be sure to tangibly demonstrate the results and forge ahead! Fortunately (job security) and unfortunately (you may have no-life!), this isn't likely to get much easier. The demand for user experience professionals is likely to increase. Here's why:
    1. Electronic channels are being integrated into traditional channels with increased frequency – and usability professionals are instrumental in helping us become more proficient and creative about how we use them. From increased integration of coupons, kiosks, wireless promotion… we’ll see more folks with traditional usability expertise being drawn into the broader CEM discussions. For example, the kiosk design team may be included in discussions on how to optimize kiosk use with in-store placement and visual positioning.

    2. Companies are beginning to apply more concentration on creating a more “seamless” customer experience across channels. Collectively this will force an increased demand for individuals with expertise in mapping out comprehensive experiences and designing interactions. This is a much-needed skill that must be applied within, and across traditional channels in order to effectively track and streamline the larger customer experience.

    3. User experience resources are accustomed to a customer centric design bias (vs. business centric bias). They are therefore more familiar with behavioral customer dynamics – in addition to channel dynamics, and greatly suited to helping design interactions from a customer-centric perspective.

    4. A growing awareness within companies for the need for user experience staff will drive increased hiring capability. This has already become visible in the job market today, as increasing number of user experience job descriptions present themselves. The ongoing challenge will be getting the position descriptions correct. As Dave points out in his article, most companies expect way too much from single resources.
    As consumers continue to adopt new technology, and utilize technologically driven channels for interaction and transaction, user experience (human-to-technology) competency will continue to be a critical factor in driving effective customer experience. This is especially true as technology continues to evolve and devices begin to mature and converge, generating entirely new products and services for consumers.

    Usability, as a part of CEM, will work to ensure technologically driven customer interfaces meet customer need, while additional attention will be focused by CEM practitioners on streamlining, synchronizing and improving holistic customer experiences across online and offline channels.
  • Defining Customer Experience Management (Part I)

    A growing number of books and articles are actively promoting the concept of Customer Experience Management (CEM). Popular leaders include Bernd Schmitt, author of “Customer Experience Management” and "Experiential Marketing". Joseph Pine and James Gilmore, co-authors of the book, “The Experience Economy” have also gained a great deal of exposure. You may have read “Managing the Customer Experience” by Shaun Smith, or “Customers.com” by Patricia Seybold. You may also have seen articles about and Harvard Professor, Gerald Zaltman, author of the book How Customers Think. There are also a growing number of agencies and consultancies claiming expertise in CEM – all with varying degrees of involvement and expertise in the arena.

    While there’s a clear reason to become a staunch supporter of CEM, there’s a great deal of confusion over what it really is. As more individuals get on board the CEM band wagon and build services in the arena, confusion seems to be increasing. It’s time to demystify the hype:

    Defining CEM

    While no individual really “owns” the term “Customer Experience Management,” it is often attributed to Bernd Schmitt who, in 2003, defined CEM as “the process of strategically managing a customer's entire experience with a product or company." Building further on Schmitt’s definition:


    The term "Customer Experience Management" represents the discipline, methodology and/or process used to comprehensively manage a customer's cross-channel exposure, interaction and transaction with a company, product, brand or service.

    Five Functional Areas of CEM


    When we look at the nature of Customer Experience Management, there are essentially five key areas that CEM practitioners or “Experience Architects” examine. While these are broken down consultants in slightly different manners, based on individual methodologies, they can be described, at a high level, as follows:


    1. The Customer. CEM analysis focuses on developing a multidimensional understanding of customers. This understanding includes cultural, sociological, behavioral and demographic analysis, and culimates in a detailed ability to articulate the needs, wants, desires, expectations, conditions, context and intentions of various customer groups. This understanding informs audience segmentation and guides the prioritization of key segments. Customer analysis is proactively benchmarked against a company’s capability to meet customer needs - both in a present and future state capacity. Customer understanding therefore serves as the primary driver in shaping the business approach, aligning strategy and investment.

    2. The Environment. Examining the “landscape for brand discovery” is an essential tenant of CEM. This landscape is comprised largely of market conditions, competitive factors, channel use (and channel/cross-channel dynamics), the process for purchasing (steps to buying), the “real” purchasing environment (store, phone, web, etc.) and the service environment. Leveraging this knowledge against customer analysis, CEM strategists work with companies to create integrated plans, which “order the paths” customers commonly follow in the purchasing process. These multi-path strategies work to ensure customers have an intuitive, pleasing experience at every step in the journey to brand discovery. As a part of Environmental Analysis, strategists also focus on applying experience innovation to customer environments, which remove barriers that confuse, inhibit, discourage or de-motivate customers, and create a more engaging, efficient, pleasing, personable or memorable environment within which to interact.

    3. The Brand. From a tactical perspective, this analysis involves the development of visual identity, assets, tag-lines, communications, logos and other brand assets that help shape perception and define the brand in the marketplace. From a strategic perspective, however, this analysis focuses on innovation and differentiation. This includes the consistent and iterative evaluation, planning and refinement of product or service features, functionality, pricing, options, attributes, benefits and positioning of the company, service or product.

    4. The Platform. A company’s operational infrastructure is the platform on which customer experience is delivered. As a result, operational efficiency has a direct impact on customer experience. As companies move from an “inside out” focus (on internal operational constraints such as production, capacity, etc.) to an “outside in” focus (on customer-centric delivery), operational analysis is essential. This includes comprehensive evaluation and improvement of people, process, policies, technology and systems that facilitate, track and measure customer interaction and transaction. CEM Platform analysis may include technology implementation, workforce evaluation, fulfillment and logistics analysis, process improvement, systems analysis, policy reviews and a myriad of other tasks. The goals of platform analysis include streamlining operations, increasing time to market, removing barriers to customer satisfaction, lowering costs and improving the overall customer experience by creating operational excellence.

    5. The Interface. This area of CEM analysis focuses on the interaction between consumers and the brand, from a human-to-technology; human-to-human; and human-to-environment perspective. Simply defined, this area focuses on refining and optimizing the customer interaction within any channel to produce desired and pleasing outcomes. At a tangible level, CEM Interface analysis may center on improving the usability of electronic applications or products (e.g. a web site, a TIVO interface; or the buttons and information flow on a cell phone). However, it also concentrates on optimizing the interfaces within other channels, such as brick-and-mortar outlets. CEM strategists focus on how customers interact within, and across channels, often examining the end-to-end shopping and service delivery process. This may include task-based analysis of various interactions and transactions, such as a customer's discovery, browse, shop, purchase and post-sale experience. CEM practitioners focus on improving the quality and efficacy of customer dialog. This may include conducting analysis of the call-center or voice-response systems, as well as optimizng the approaches of sales or other customer-facing staff.


    It’s relatively easy to find individuals who can work within one or two of the areas above. What separates CEM practitioners from the pack an adamant dedication to examine all five functional areas with companies to develop truly cohesive strategies and plans that result in tangibly improved customer experiences and better business outcomes.

    It's easy to confuse CEM with CRM, Usability and "Experiential Marketing" ... we'll talk more in future posts about how it all fits together.

    Resources for this article include materials produced by Bernd Schmitt; Joseph Pine/James Gilmore and other authors referenced in the initial paragraphs of this book.

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    LEIGH DURST

    LEIGH DURST
    I’m Leigh Durst, a 20 year veteran in business, operations, customer strategy, ecommerce, digital & social media and marketing. Simply put, I’m a strategist that helps companies (start-up to blue chip) achieve business shift, create more compelling online and offline experiences. I also write, speak and teach about experience design and next-generation business. I’m a futurist, visionary, strategist, doer and connector with a passion for people and helping others. When I’m not on the road, you’ll find me in the San Francisco bay area, working, beaching it and hanging out with my family and dog.

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