Orchestrating Experiences

Orchestrating Experiences
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Описание книги

A playbook of best practices, tools and frameworks that shows you how to:Connect and create an engaging customer experience across all your channels and touchpoints (cross–channel or omni–channel experience)Create seamless brand experience for customers as they move through your various online and (offline channels, call center to website, etc)Collaborate effectively with the right people across functions and product lines to design (tech, marketing, customer service, etc)

Оглавление

Chris Risdon. Orchestrating Experiences

ORCHESTRATING EXPERIENCES

HOW TO USE THIS BOOK. Who Should Read This Book?

What’s in This Book?

What Comes with This Book?

FREQUENTLY ASKED QUESTIONS. Do I have to do all these things in this book to orchestrate experiences successfully?

Isn’t this just a lot of deliverables?

You didn’t mention [insert tool here]. Does that mean I shouldn’t use it anymore?

Does this take a lot of time?

Isn’t this service design? (Or isn’t this just UX design or customer experience?)

CONTENTS

FOREWORD

INTRODUCTION

PART I. A Common Foundation

CHAPTER 1

Understanding Channels

From Theory to Reality

Structured by Channels

Channels Don’t Exist in Isolation

Channels Reflect Interactions, Information, and Context

Channels Support the Moment

Changing the Channel-Centric Mindset

Codify Your Channels

Build the Orchestra

CHAPTER 2

Pinning Down Touchpoints

A Unifying Approach

What’s Your Intent?

Making the Moment

Different Moments, Different Roles

Making Sure That Touchpoints Do Their Job

Two Helpful Frameworks

Touchpoints by Moment

Touchpoints by Channel

Identifying Your Touchpoints

Target Website and CVS Website

CVS Mobile App

Physical Store

Phone—Voice

Other Channels

Cataloging and Communicating Your Touchpoints

Keep It Lean

No Detail Left Behind

Workshop Objectives

Example Pitch to Participants (and Their Managers)

Agenda

Roles

Participants

Artifacts

Materials

Preparing for the Workshop

Running the Workshop

Review Key Concepts

Agree to Channels

Define Journey Stages

Fill in Touchpoints

Review and Refine

Reflect and Determine the Next Steps

After the Workshop

CHAPTER 3

Exploring Ecosystems

From Business to Experience Ecosystems

Business Ecosystems

Experience Ecosystems

Unpacking an Experience Ecosystem

Actors

Roles

Artifacts

Factors

Places

Interactions

Relationships

Boundaries

Ecosystem Mapping Tips

Uncovering the Components

Modeling an Ecosystem

Using an Ecosystem Map as a Tool

Other Sensemaking Approaches

Stakeholder Maps

Current-State Service Blueprints

Origami

Workshop Objectives

Example Pitch to Participants (and Their Managers)

Agenda

Roles

Participants

Materials

Preparing for the Workshop

Running the Workshop

Review Key Concepts

Create Individual Maps

Share and Compare

After the Workshop

CHAPTER 4

Orienting Around Journeys

What Is a Journey?

Journeys Are Made of Moments

There Are Many Types of Journeys

Journeys Are Valuable to Everyone

Staging Experiences, Not Selling Products and Services

Using Data to Build and Manage Customer Relationships

Measuring Each Touch

Adapting to the Mobile Customer

Meeting Expectations for Experience Continuity

Embracing Emotions

Journey: The Hub of Empathy and Understanding

From Journey to Microinteraction

From Journey to Enterprise Strategy

Unpacking End-to-End Experiences

The Journey

The Customer

Feeling (Emotions)

Thinking (Perceptions)

Doing (Behaviors)

The Ecosystem

The Context

Getting Started with Journeys

PART II. Insights and Possibilities

CHAPTER 5

Mapping Experiences

What’s an Experience Map?

Mapping with Confidence

Map with Intent

Choose Your Level of Zoom

Don’t Go Solo

Do Your Homework

Iterate

Build into Your Process

Learning Your Customers’ Stories

What Participants Should You Recruit?

What Are You Trying to Learn?

Which Methods Get the Best Results?

Face-to-face Customer Sessions

In the Moment and in Context

First-Person Documentation

What About Quantitative Research?

How Do You Involve Different Stakeholders Successfully?

Making Sense of What You Learned

Communicating What Matters

Workshop Objectives

Agenda

Roles

Participants

Artifacts

Materials

Preparing for the Workshop

Running the Workshop

Go Deep into Each Customer’s Story

Group Cohorts and Break Down Their Journeys

Compare Cohorts

Nail Down the Structure and Take-Aways

After the Workshop

CHAPTER 6

Defining Experience Principles

A Common DNA

Playing Together

Identifying Draft Principles

From the Bottom Up

Finding Patterns

Designing Principles as a System

Crafting for Adoption and Impact

Use a Consistent, Two-Tiered Structure

Make Your Headline Brief but Memorable

Provide Supportive Details but Don’t Go Overboard

Design for Adoption

Workshop Objectives

Agenda

Roles

Participants

Artifacts

Materials

Preparing for the Workshop

Running the Workshop

Introduce Candidate Principles

Refine Principles

Down-Select

Pressure Test and Iterate

Review and Reflect

After the Workshop

CHAPTER 7

Identifying Opportunities

Opportunities Are Not Solutions

What Is an Opportunity?

Value Alignment

Multiple Possible Futures

Ability and Resolve to Change

Opportunities, Intent, and Timing

Optimize the End-to-End Experience

Reimagine the Experience

Innovate from the Ground Up

Identifying Opportunities

Labeling Opportunities

Prioritizing Opportunities

Value vs. Urgency (Optimization or Reimagination)

Satisfaction vs. Importance (Reimagining and Innovation)

Communicating Opportunities

Workshop Objectives

Example Pitch to Participants

Agenda

Roles

Participants

Artifacts

Materials

Preparing for the Workshop

Running the Workshop

Share Key Insights and Strategic Context

Pull Out Customer Needs

Identify Opportunities

Cluster Opportunities and Label Categories

Document Opportunities

Prioritize Opportunities

After the Workshop

PART III. Vision and Action

CHAPTER 8

Generating and Evaluating Ideas

Leading the Hunt for Ideas

Structure and Focus

Inputs and Constraints

Expression and Form

Visual Brainstorming

Crafting Stories

Bodystorming

Evaluation and Prioritization

Play, Prototype, and Connect

Codify Your Ideas

Rate for Value and Feasibility

Prioritize

Workshop Objectives

Agenda

Roles

Participants

Artifacts

Materials

Preparing for the Workshop

Running the Workshop

Visual Brainstorming

Improvisation

Craft Stories

After the Workshop

CHAPTER 9

Crafting a Tangible Vision

The Importance of Intent

Strategic Intent and Lean Management

Commander’s Intent and Agile

Ambiguous Intent and Experience Design

Defining Your Vision

Stories from the Future

Service Blueprints

Capability Descriptions

Future-State Touchpoint Inventory

Charting Your Course

Determining Your Evolutionary Path

Communicating Your Evolutionary Pathway

CHAPTER 10

Designing the Moment

Prototyping Options

Horizontal vs. Vertical

In Context (or Not)

Technical vs. Experiential

Interactive vs. Narrative

The Prototype Value Proposition

Putting It Together

CHAPTER 11

Taking Up the Baton

Embrace Your Context

Document Your “As-Is”

Identify (and Get Close to) Your Internal Stakeholders

Learn How Stuff Is Made

Orchestrate Change

Start Small

Build a Bridge

Make a Touchpoint Consistent Across Channels

Attack a Leverage Point

Add or Resequence Moments

Fake the Backend

Make a Rough Cut

Lean into Your Journey Framework

Spark Change

Start with You

Take It from Here

INDEX. A

B

C

D

E

F

G

H

I

J

K

L

M

N

O

P

Q

R

S

T

U

V

W

Y

Z

ACKNOWLEDGMENTS. Both Authors Would Like to Thank

Chris Would Also Like to Personally Thank

And Patrick Warmly Thanks

ABOUT THE AUTHORS

Footnotes. Chapter 2

Chapter 3

Chapter 4

Chapter 5

Chapter 7

Chapter 8

Chapter 9

Chapter 10

Chapter 11

Отрывок из книги

COLLABORATIVE DESIGN FOR COMPLEXITY

Chris Risdon

.....

Take It from Here

Index

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