Topics
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Empathy as a Leadership Tool in Customer Experience Management
Organizational Foundations
Customer-Centric Organization Development
Empathy plays a key role in effective leadership, particularly in customer experience management. This presentation will explore how empathetic leadership provides a strong foundation for stronger relationships with both customers and employees, enhancing engagement, trust, and satisfaction. By integrating empathy into leadership practices, organizations can significantly improve their CX outcomes, employee well-being, and overall business performance.
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How AI is Defining CX
Experience Design and Delivery
Human-Centered Design, Innovation & Application of AI Technology
In an era where customer expectations are higher than ever, AI is revolutionizing the way businesses deliver exceptional customer experiences. From hyper-personalized interactions to predictive insights and automation, AI is redefining customer journeys across industries. This keynote explores how businesses can harness AI to not only meet customer needs but anticipate them, ensuring a seamless, proactive, and emotionally intelligent approach to CX. Join me as we uncover how AI can transform your organization into a customer-centric powerhouse.
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The Upstream Impacts on CX
Relationship and Engagement Management
Customer Relationship Management (CRM)
Using unique insights from a study of over 150 thousand calls, we will explore why the clear waters of your cloud contact centre may not be as fresh as you think.By the end of this session, the audience will:- Learn about various factors of cloud infrastructure and remote working models impact key experience metrics- Become familiar with CX observability and how it delivers CX risk score to help identify future action plans.
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Customer Experience Insight Mining and ROI Navigation
Measurement and Continuous Improvement
Measuring Experience and Business Impact
In the customer experience world and with the huge amount of data we explore the Experience Mining across the organization to know the priorities and major issues, and connect these to the ROI of CX actions and improvements. By the end of this session, users will know the following: 1. How to decide on the customer experience insights pillars between external and internal data sources 2. The measure what matters approach to ensure measuring the right metrics and how to present them to the right audience 3. Building the insights for the right audience with a multi-view data visualization 4. How to calculate the final impact on customer experience and link this with the ROI 5. The main sources of Customer Experience Insights and how to privilege each of these insights
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Likability. What's not to like?
Relationship and Engagement Management
Employee Experience Management
We're such a contradiction. Humans. Our brains are the most complex organic structure in the universe, yet the lessons we should learn to help us get along are simple. Who knew that likability would be the thing that made you effective at influencing, selling, and leading in any role, but especially customer and employee experience? This short hands-on session will give its audience a visceral experience, which will help them appreciate why they would be willing to go the extra mile for someone in the Customer Experience world and be willing to adopt new behaviours and actions in the Employee Experience world.
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The Great CX Disconnect: Aligning Ambition, Strategy, and Execution
Organizational Foundations
Customer-Centric Organization Development
CX leaders often struggle against internal misalignment, siloed execution, and a lack of leadership ownership. This session will highlight the most common failure points in an organization's journey to consumer centricity and introduce a diagnostic framework to help CX leaders quantify where their organization stands for its consumer, making it easier to secure leadership support and drive real change.
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Thriving Amongst Chaos and Misinformation in a VUCA World
Organizational Foundations
Experience Strategy Development
In today's volatile, uncertain, complex, and ambiguous (VUCA) world, organizations face not only rapid technological and cultural shifts but also an overwhelming volume of information and misinformation. This keynote will equip leaders with tools to navigate this chaotic environment, build organizational agility, and foster resilience. Discover strategies to filter noise from valuable insights, make informed decisions, and empower teams to adapt to an ever-changing landscape. By embracing this new era, attendees will learn how to position their companies to not only survive but thrive in a world where clarity and adaptability are paramount.
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The Four Faces of Customer Leadership: Identifying, Assessing & Developing Customer-Driven Leaders
Organizational Foundations
Customer-Centric Organization Development
In this session, prior research will be summarized concerning the characteristics of and how to identify each of the four leader types. This will include examples of leaders in the public eye who represent each of the four Customer-Leader types and key implications on financial performance of the organizations they lead. The session will conclude with two primary takeaways. The first key takeaway is an examination of assessment strategies to conduct an audit of organizational leaders. The second key takeaway will be an overview of a playbook designed to enhance customer-driven leadership behaviors and metrics that empower teams to deliver brand-differentiating customer experiences.
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Keeping the Voice of the Customer at the Heart of Experience Improvement
Measurement and Continuous Improvement
Quantitative Data Analysis and Visualization
In today’s data-driven world, we are constantly receiving vast amounts of qualitative and quantitative customer feedback. While this information helps identify opportunities for improvement, organizations often risk losing sight of the customer’s voice when implementing solutions and process changes. In this session, I will share strategies to maximize the impact of customer feedback and ensure the voice of the customer remains central to experience improvement efforts. I will also highlight a key example from Advocate Health, demonstrating how we actively bring the patient perspective into the conversation.
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The Power of Co-Creation: Involving Customers in Service and Product Development
Organizational Foundations
Customer-Centric Organization Development
Many organizations rely on internal teams and traditional R&D processes to drive innovation, often missing a crucial element: direct customer involvement. This session explores co-creation, a powerful approach where customers actively contribute to the development of services and products. By integrating customer insights early in the innovation process, businesses can enhance relevance, reduce failure risks, and build stronger brand loyalty. This presentation will showcase how co-creation can transform product and service development through collaboration, real-time feedback, and shared creativity. Attendees will discover strategies to engage customers as partners, explore real-world success stories, and gain actionable steps for implementing co-creation within their organizations.
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Beyond Data: How VoC Shapes Consumer Behavior and Decision-Making
Measurement and Continuous Improvement
Measuring Experience and Business Impact
In today’s fast-paced and customer-driven market, businesses can no longer rely on assumptions about what their customers want. Voice of the Customer (VoC) is the bridge between customer expectations and business decisions, providing real-time insights into behaviors, preferences, and pain points. Understanding how VoC influences consumer behavior allows organizations to anticipate needs, refine experiences, and create stronger connections with their customers. This session will explore how businesses can leverage VoC to decode consumer decision-making, influence purchasing behavior, and drive customer loyalty. By turning feedback into meaningful action, companies can stay ahead of the competition and deliver experiences that truly resonate with their customers.
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XMGlobal Collaborative Virtual Conference Panel Discussion (2025)
Organizational Foundations
Customer-Centric Organization Development
In this panel discussion, the moderator, Aileen Day, asks questions of the session moderators about their perspectives on the themes covered in the conference.
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Experience Heals Podcast with Leslie Pagel (Richard Schwartz) - Episode #2
Experience Design and Delivery
Human-Centered Design, Innovation & Application of AI Technology
PODCASTER Leslie Pagel’s Experience Heals podcast explores the critical role of experience in healthcare through insightful conversations with industry leaders, patients, and support professionals. As a data analyst and storyteller with deep expertise in the human experience of healthcare, Pagel uncovers diverse perspectives on how experience shapes outcomes, trust, and innovation. Each episode delves into real-world stories, offering valuable insights into improving patient care and the healthcare system as a whole through the power of lived experiences.‍
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Delightful Intelligence
Experience Design and Delivery
Human-Centered Design, Innovation & Application of AI Technology
The AI tidal wave is crashing on us. How will companies use it to deliver a delightful experience? Delighting customers is a phrase that’s often subjective. Ask five people and you’ll get six different answers. This talk will share why customer delight is important, the patterns we have observed that enable delight to happen, and real-world stories of how teams have employed AI to deliver a delightful product experience.
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Employee Experience for Growth: The Engine Powering Organizational Performance
Relationship and Engagement Management
Employee Experience Management
In this session, we're diving into the powerful link between employee experience, motivation psychology, and retention — and how all of this impacts the customer experience. Here’s the deal: when employees are motivated, engaged, and satisfied, they’ll go above and beyond, not just for the company but for customers too. The key to exceptional CX starts with an empowered, motivated workforce. We’ll break down the science behind motivation, show how it connects to retention, and provide you with actionable strategies that will keep both your employees and customers coming back for more.
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CX Without Borders: Creating a Unified Approach to Customer Experience
Organizational Foundations
Experience Strategy Development
We will deep dive into the future of CX: 1. How standards and frameworks for SMEs are reshaping the global CX landscape. 2. The rise of microlearning and certifications to empower individuals. 3. Why scalability and structured approaches are crucial for CX innovation. 4. The game-changing role of AI in customer experience.
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The Servant Challenger
Organizational Foundations
Customer-Centric Organization Development
A challenger is someone who has the confidence, desire, and capability to push the boundaries of the status quo. In a world where most organizations are crippled by inertia, the ability to cultivate challengers is a rare superpower. Customer Service / CX environments are especially ripe for this type of disruption, but with an edifying twist. Introducing the "Servant Challenger" mentality! This session will provide guidance as we work to elevate service workers to their full potential.
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Customer-Centricity: Where Every Decision Begins And Ends With The Customer In Mind
Organizational Foundations
Customer-Centric Organization Development
With the rapid pace of technological change and increasing customer demands, customer experience has become a critical differentiator. Yet, few organizations have truly mastered it. This presentation explores the power of customer-centricity as the driving force behind exceptional customer experiences. We'll delve into the essence of customer-centricity, its crucial role in business success, and how leading brands have successfully embraced this mindset.
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AI Driven CX Analytics & ROI Optimization
Experience Design and Delivery
Human-Centered Design, Innovation & Application of AI Technology
Discover how Causal & Generative AI are transforming Customer Experience Optimization. This session explores: - Uncovering key customer insights with Analytical and Causal AI - The role of Generative AI in Analytics & Strategy - Design and information management - AI Architecture ideas how these AI technologies drive measurable CX improvements and propel businesses forward to achieve competitive advantage with CX.
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Genesis: Human Experience in the Age of Artificial Intelligence
Experience Design and Delivery
Human-Centered Design, Innovation & Application of AI Technology
We will delve into the interplay between CX and EX, exploring why their fusion equals a comprehensive human experience. I dug deeper to find out why trust is the linchpin of the human experience, how great human societies were built, and examine its profound impact; we are living in a hyper-trust deficit world. It’s getting exponentially easier to connect us humans, but also exponentially harder to distill trust as machines and AI get thrown into the mix. Again, we must go long on #humanity and AI and not short on humanity or AI.
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From Gatherings to Movements: How XM-Driven Events Are Changing the Way We Connect
Experience Design and Delivery
Human-Centered Design, Innovation & Application of AI Technology
Human connection and events are the key to creating meaningful and genuine experiences that build lasting relationships with a brand’s existing and potential customer base. Successful brands are not only seen, but they are also felt. Our session will focus on utilizing XM-focused events to bring more impactful moments between brands and customers. This session will explore how events can bridge the gap between brand strategy and real-world experience. We’ll dive into the power of live, immersive, and emotionally charged experiences that not only engage but transform attendees into loyal, long-term customers and raving fans.
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Cross-Functional Collaboration for CX Excellence
Organizational Foundations
Organizational Design and Change Management
Many organizations struggle with organizational silos, which create barriers to effective teamwork and limit the ability to deliver a seamless customer experience. This session explores Cross-Functional Collaboration, focusing on breaking down silos and fostering alignment among teams to enhance customer success.
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The Year of AI & Customer Centricity
Experience Design and Delivery
Human-Centered Design, Innovation & Application of AI Technology
Customer-centricity is no longer an option but a critical business imperative. In an era where AI, hyper-personalisation, and digital transformation are reshaping customer expectations, companies that don’t evolve risk obsolescence. Understanding the holistic framework, a six-stage model that aligns leadership, culture, employee experience (EX), data, technology, and continuous improvement, all geared towards achieving excellence in customer experience (CX).
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The Total Experience Podcast with Mary Poppen (Episode #2)
Relationship and Engagement Management
Employee Engagement and Motivation
The Impacts of External Variables on Employee and Customer Experience and What We Can Do About It
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XMGlobal Monthly Roundtable - Customer Driven Leadership in Tumultuous Times
Relationship and Engagement Management
Employee Engagement and Motivation
SESSION DESCRIPTION Building on the industry challenges associated with employee experience and engagement, James addresses market conditions and the pressures that it puts on organizations in creating a customer-driven culture. Companies today are under immense pressure to differentiate themselves and their brands based on the customer experience (CX). And company leaders are faced with ever-increasing challenges to deliver exceptional EX and CX programs as a result. The session will focus on the impacts of high-pressure market conditions and their effects on leaders' abilities to create effective environments for their teams to deliver exceptional customer experiences. The presenter will discuss potential derailing CX leader behaviors (Customer-Avoidant & Customer-Tolerant Leadership) and aligning CX leader behaviors (Customer-Centric and Customer-Driven Leadership). This interactive session will explore: - Describing derailing and aligning CX leadership behaviors- Identifying positive and negative impacts of these behaviors on employee and customer experiences - Strategies to align cultural values that ensure better EX and CX environments for continued brand differentiation
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APAC Monthly Webinar: Strategies for Increased Employee Engagement and Positive Customer Outcomes
Relationship and Engagement Management
Employee Engagement and Motivation
SESSION DESCRIPTION Improving employee engagement and retention requires strong onboarding, continuous training, and empowerment strategies, especially in disruptive environments. Effective onboarding fosters long-term commitment, while retraining keeps employees adaptable. Understanding employee needs reduces attrition, and providing knowledge enhances service quality. A people-first approach ensures sustained engagement and organizational stability. Key takeaways include: - Strategic Onboarding Matters – A well-structured onboarding process builds long-term engagement and resilience.- Continuous Training Boosts Adaptability – Ongoing learning helps employees navigate change and stay engaged.- Retention Requires Understanding – Addressing employee needs and improving experiences reduces attrition.- Knowledge Drives Performance – Empowered employees provide better service and enhance customer satisfaction.
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XMGlobal Monthly Webinar - The 4 Faces of Customer Leadership: Identifying, Assessing & Developing
Relationship and Engagement Management
Employee Experience Management
SESSION DESCRIPTION The session will capitalize on recent research that distinguishes four types of customer leaders: (1) Customer-Avoidant, (2) Customer-Tolerant, (3) Customer-Centric and (4) Customer-Driven. In this session, prior research will be summarized concerning the characteristics of and how to identify each of the four leader types. This will include examples of leaders in the public eye who represent each of the four Customer-Leader types and key implications on financial performance of the organizations they lead. The session will conclude with two primary takeaways. Key takeaways include: - An examination of assessment strategies to conduct an audit of organizational leaders. - An overview of a playbook designed to enhance customer-driven leadership behaviors and metrics that empower teams to deliver brand-differentiating customer experiences.‍
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Experience Heals Podcast with Leslie Pagel - Sparky Witte (Episode #1)
Experience Design and Delivery
Consumer Decision-Making and Behavior
PODCAST GUEST: SPARKY WITTE Sparky has spent the last 20+ years designing programs to enhance experiences and influence behavior. At Live Neuron Labs, Sparky works with organizations like the American Heart Association, American Medical Association, Moderna, MIT Media Lab and others. He is passionate about behavior change for good, particularly in the areas of health, education and sustainability.
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The Success Experience Podcast (Episode #1) - Who Do You Trust, Your Customer or Your Health Score?
Measurement and Continuous Improvement
Measuring Experience and Business Impact
Who do you trust, your customer or your health score? In the age of digital CS tools and indicators for success, is it more reasonable to trust the scores or what your customers tell you? We will dive into health scores, what they mean, what they do not mean, and how you can drive success long-term. We will also touch on the impact of sentiment, AI, and how modern tools are impacting this space.
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Americas Monthly Roundtable (March) - Putting Your Customer Insights to Work
Measurement and Continuous Improvement
Measuring Experience and Business Impact
Addressing the industry challenge for Operational Efficiency and Process Improvement through Data and Insights, Nicholas 'Z' Zeisler discusses that while everybody is collecting Voice of the Customer (VoC) information, what they do with it is a whole different story. Some aren't analyzing it properly, and even those who do the necessary analysis aren't using the insights they have. In this session, he'll discuss how important Customer Insights is to your broader CX endeavors, and explore not only better methods of collecting and analyzing, but what you should do with those insights once you have them. Key session takeaways include addressing the following questions: Where does "VoC" fit into a larger CX enterprise?Why "VoC" isn't even really the full extent of a true Customer Insights endeavorHow using a more strategic approach can change how you "do" Customer Insights 
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Rants to Remedies - Reshaping XM One Episode at a Time with Chris Elkin (Episode #1)
Experience Design and Delivery
Human-Centered Design, Innovation & Application of AI Technology
Chris and his guest, Daan van Rossum, share how the combined power of AI and Human Centered Design Thinking can help you. They talk about: - The mindsets required to navigate in our fast-changing world - Turning raw experience data into empathy-driven insights - Co-creating breakthrough ideas with your team and AI tools - Prototyping and testing faster than ever before
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America's Monthly Webinar - April 2025 - Putting Your Customer Insights to Work
Measurement and Continuous Improvement
Measuring Experience and Business Impact
SPEAKER Nicholas "Z" Zeisler is a renowned fractional CXO and expert in process improvement and Voice of the Customer systems. With sharp wit and deep industry knowledge, Z is an engaging speaker who transforms customer experience strategies. His insights drive meaningful change, making him a sought-after leader in CX excellence.‍ SESSION DESCRIPTION Everybody's collecting Voice of the Customer (VoC) information, but what they do with it is a whole different story. Some aren't analyzing it properly, and even those who do the necessary analysis aren't using the insights they have. In this session we'll discuss how important Customer Insights is to your broader CX endeavors, and explore not only better methods of collecting and analyzing but what you should do with those insights once you have them. In this webinar, a companion to his March Roundtable, Nicholas 'Z' Zeisler addresses the following questions with a series of presentations and exercises: - Is your Customer Insights program tied to your overall CX strategy?- Is your overall CX strategy even tied to your Brand Promise?- Are you collecting Customer Insights properly and for the right reason?- And, how does keeping that "right reason" in perspective influence your Customer Insights programming?‍
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The Total Experience Podcast with Mary Poppen (Episode #1)
Relationship and Engagement Management
Employee Engagement and Motivation
Fostering employee engagement requires a culture of trust, recognition, and growth. Leaders must communicate openly, provide meaningful work, and support career development. Encouraging collaboration, valuing feedback, and promoting work-life balance enhance motivation. When employees feel heard, valued, and connected to a purpose, they become more committed, productive, and innovative.
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Clued In Podcast with Lou Carbone (Episode #2) - The Dangers of Business As Usual in CX
Organizational Foundations
Experience Strategy Development
The creativity in CX management often seems stifled by a reliance on traditional methods and legacy metrics. Many organizations stick to conventional strategies - such as standard customer surveys, scripted interactions, and established performance indicators - hoping these wijll yield positive results. However, without embracing innovative approaches, the industry risks stagnation. If companies persist with "business as usual" while consumer expectations evolve, we can expect a widening gap between customer needs and service delivery. In contrast, organizations that invest in creative, data-driven, and personalized CX strategies and emerging technologies like AI, real-time analytics, and immersive experiences-will likely set new standards and gain a competitive edge. The future of CX hinges on a willingness to experiment, iterate, and break away from the status quo, turning customer experience into a dynamic and engaging journey rather than a static, checkbox exercise.
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What is Design Thinking?
Experience Design and Delivery
Human-Centered Design, Innovation & Application of AI Technology
Design thinking is a human-centered approach to problem-solving that empowers anyone to generate innovative ideas through empathy, collaboration, and iteration. IDEO’s David Kelley explains how this mindset shift can help individuals and organizations create solutions that are desirable, feasible, and viable
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Design Thinking 101
Experience Design and Delivery
Human-Centered Design, Innovation & Application of AI Technology
The article "Design Thinking 101" by Sarah Gibbons introduces design thinking as a user-centered, hands-on approach to problem-solving that fosters innovation and competitive advantage.
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Nine Pitfalls of Strategy Activation
Organizational Foundations
Experience Strategy Development
The article "Nine Pitfalls of Strategy Activation" by Stephanie Gioia identifies common challenges organizations face when transitioning from strategy development to execution
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How Can OKR Increase Employee Engagement?
Relationship and Engagement Management
Employee Engagement and Motivation
In the video, the speaker addresses how implementing Objectives and Key Results (OKRs) can enhance employee engagement. They explain that OKRs provide clear goals and align individual efforts with organizational objectives, fostering a sense of purpose and motivation among employees
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Mastering Strategy Execution #5 - Involving Employees and Stakeholders
Organizational Foundations
Organizational Design and Change Management
This article emphasizes the critical role of employee engagement in successfully implementing organizational strategies.
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Key Success Factors in a Strategic Transformation
Organizational Foundations
Organizational Design and Change Management
In the video "Key Success Factors in a Strategic Transformation," McKinsey senior partner Kevin Laczkowski discusses that successful strategic transformations typically span two to three years and emphasizes the importance of clear objectives, strong leadership, and consistent communication to navigate the complexities of such initiatives
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How to Run a Design Thinking Workshop
Experience Design and Delivery
Experience Design
This video will provide a step-by-step guide to leading a design thinking workshop.
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Empathy Map - Why and How to Use It
Stakeholder Understanding
Qualitative Research and Analysis
An empathy map is a tool used in design research to gain deeper insight into users' experiences, thoughts, and emotions. It consists of four quadrants—Says, Thinks, Does, and Feels—that help synthesize observations and inform user-centered design decisions.
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The Omnichannel Customer Experience: The Ultimate Guide
Experience Design and Delivery
Digital Experience Management
Omnichannel customer experience ensures seamless and consistent interactions across multiple channels, including email, chat, social media, and in-store touchpoints. Unlike multichannel approaches, omnichannel integrates these interactions to enhance satisfaction, retention, and conversion.
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Stakeholder Mapping - The Complete Guide to Stakeholder Mapping
Experience Design and Delivery
Experience Design
The article outlines a three-step process to create a stakeholder map: brainstorming stakeholders, categorizing them based on influence and interest, and visualizing their relationships to inform effective collaboration and communication strategies.
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Journey-Mapping Approaches: 2 Critical Decisions To Make Before You Begin
Experience Design and Delivery
Experience Design
This article discusses two essential choices in journey mapping: (1) deciding between creating a current-state map, which visualizes existing customer experiences, or a future-state map, which envisions ideal experiences; and (2) choosing between an assumption-first approach, starting with existing knowledge, or a research-first approach, beginning with primary user research. The author recommends a hybrid strategy, combining elements of both decisions, to effectively guide teams in understanding and enhancing customer journeys.
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What is the Double Diamond Design Process?
Experience Design and Delivery
Experience Design
The Double Diamond model as a visual representation of the design process, emphasizing the importance of both problem-finding and problem-solving through divergent and convergent thinking phases. This framework aids designers in navigating complex challenges by systematically exploring problems and developing effective solutions.
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BoD Michael Mattson - Next in Queue Podcast
Relationship and Engagement Management
Customer Relationship Management (CRM)
Hosted by Rob Dwyer, Next in Queue features Customer Experience, Contact Center, Customer Support, Customer Success, Training, Leadership, and Technology experts and practitioners from around the globe. From CEOs to the frontlines, there are lessons and insights in every episode.
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BoD Member Hamdi Al-Amawi - Balancing Innovation and Human Connection in Patient Care
Experience Design and Delivery
Human-Centered Design, Innovation & Application of AI Technology
The article explores the balance between technological innovation and human connection in patient care. While electronic medical records (EMRs) improve efficiency, they risk diminishing doctor-patient relationships. Solutions like streamlined interfaces, AI-driven speech-to-text, and medical scribes can help. Ultimately, healthcare must integrate technology while preserving empathy for meaningful, patient-centered care.
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BoD Member Susan Scarlet - Who Owns the Customer Experience? It's Not Who You Think.
Organizational Foundations
Customer-Centric Organization Development
The article emphasizes the need for a strong leader to drive customer-centricity beyond theory into practice. While many believe everyone owns the customer experience, this can lead to inaction. A Chief Customer Officer (CCO) plays a crucial role in navigating cultural shifts, balancing internal and external needs, and prioritizing long-term growth.
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Jobs-to-Be-Done vs. Personas
Experience Design and Delivery
Experience Design
In the video "Jobs-to-Be-Done vs. Personas," the presenter examines the distinctions and complementary aspects of the Jobs-to-Be-Done (JTBD) framework and user personas in understanding user needs and behaviors. The JTBD framework centers on the tasks or "jobs" users aim to accomplish, focusing on the context and motivations behind their actions. In contrast, user personas are detailed, fictional profiles representing different user segments, highlighting their demographics, goals, and pain points. The video suggests that while JTBD offers insight into the functional reasons behind user choices, personas provide a holistic view of the user, including emotional and social dimensions. Utilizing both approaches can lead to a more comprehensive understanding of users, informing more effective product development and marketing strategies.
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Types of Qualitative Data Analysis [Purposes, Steps, Example]
Stakeholder Understanding
Qualitative Research and Analysis
In the video "Types of Qualitative Data Analysis [Purposes, Steps, Example]," the presenter provides an overview of various qualitative data analysis methods, their objectives, and practical applications.
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How To Answer The Question "What's the job-to-be-done?"
Experience Design and Delivery
Experience Design
In the article "How to Answer the Question 'What's the Job-to-Be-Done?'," thrv provides guidance on accurately identifying and articulating a customer's job-to-be-done (JTBD). The article emphasizes that a JTBD is a goal customers aim to achieve, independent of any products or solutions
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Jobs To Be Done Examples, Theory, Framework, Templates & Statements
Experience Design and Delivery
Experience Design
In the article "Jobs To Be Done Examples, Theory, Framework, Templates & Statements," Digital Leadership explores the Jobs to Be Done (JTBD) framework, an outcome-driven innovation process designed to identify and address customer pain points. This approach shifts the focus from creating solutions in isolation to understanding and fulfilling crucial yet unmet user needs.
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Insight Generation
Stakeholder Understanding
Quantitative Data Analysis and Visualization
In this video, the presenter explains the process of extracting meaningful insights from data, emphasizing the importance of structured analysis, interpretation, and visualization. The discussion covers key techniques such as identifying patterns, segmenting data, and using statistical models to uncover actionable insights. The video also highlights how businesses can use these insights to make data-driven decisions, optimize processes, and improve customer experiences.
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What Is Insight? The 5 Principles of Insight Definition
Stakeholder Understanding
Quantitative Data Analysis and Visualization
In the article "What Is Insight? The 5 Principles of Insight Definition," THRIVE emphasizes the critical role of well-defined insights in driving innovation and creating customer value. The article clarifies that insights are not mere data points, observations, or customer statements of need; rather, they are profound understandings that reveal underlying motivations and challenge existing conventions.
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Insight Literacy: Why We Need To Clarify What Insights Really Are
Stakeholder Understanding
Quantitative Data Analysis and Visualization
In the article "Insight Literacy: Why We Need To Clarify What Insights Really Are," Brent Dykes emphasizes the importance of accurately defining and understanding insights to enhance decision-making and drive meaningful change. He argues that mislabeling data points or simple observations as insights can dilute their value and impede effective action.
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The Power Of 'How Might We': Transforming Complaints Into Creative Solutions
Experience Design and Delivery
Human-Centered Design, Innovation & Application of AI Technology
In the video "How Might We Statements," the presenter introduces the "How Might We" (HMW) technique, a fundamental tool in design thinking and innovation processes. This method involves framing challenges as open-ended questions to stimulate creative problem-solving and generate a wide range of potential solutions.
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A Brief History Of Six Sigma
Measurement and Continuous Improvement
Experience Analytics
in the article "A Brief History of Six Sigma," Six Sigma DSI outlines the evolution of Six Sigma, a methodology aimed at improving business processes by reducing defects and variability
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The Define Measure Analyze Improve Control (DMAIC) Process
Measurement and Continuous Improvement
Experience Analytics
The DMAIC process is a data-driven quality strategy used to improve processes. It is an integral part of a Six Sigma initiative but can also be implemented as a standalone quality improvement procedure or as part of other process improvement initiatives such as lean
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DMAIC Tools In Excel
Measurement and Continuous Improvement
Experience Analytics
The article "DMAIC Tools in Excel" from QI Macros provides a comprehensive overview of the DMAIC process, a data-driven methodology used for improving and optimizing business processes. The acronym DMAIC stands for Define, Measure, Analyze, Improve, and Control, representing the five key phases of this improvement cycle
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10 Best Lean Tools: Benefits, Challenges, Examples
Measurement and Continuous Improvement
Experience Analytics
In the article "10 Best Lean Tools: Benefits, Challenges, Examples," Businessmap explores ten essential tools that enhance efficiency and foster continuous improvement within Lean methodology. These tools are designed to eliminate waste, optimize productivity, and reduce time to market, ultimately delivering sustainable value to customers.
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The Five Principles of Lean
Measurement and Continuous Improvement
Experience Analytics
In the article "The Five Principles of Lean," The Lean Way outlines the foundational concepts of Lean methodology, which focuses on enhancing efficiency and delivering value to customers.
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The Delighted Customers Podcast With Mark Slatin #103: Using Data Visualization To Get Executive Buy-In
Stakeholder Understanding
Quantitative Data Analysis and Visualization
In episode 103 of the Empowered CX Podcast, titled "Using Data Visualization to Get Executive Buy-In," the host discusses strategies for leveraging data visualization to secure support from executives. The episode emphasizes the importance of presenting data in a clear and compelling manner to influence decision-makers effectively.
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Understanding The Trust Equation For Professional Relationships
Relationship and Engagement Management
Customer Relationship Management (CRM)
In the video "Understanding The Trust Equation for Professional Relationships," Charles H. Green, co-founder of Trusted Advisor Associates, introduces the Trust Equation, a framework for assessing and building trust in professional relationships. The equation posits that trust is a function of credibility, reliability, and intimacy, divided by self-orientation.
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The Delighted Customers Podcast With Mark Slatin #84: Leading Change By Leveraging Trust With Charles H. Green
Relationship and Engagement Management
Customer-Centric Organization Development
In episode 84 of the Empowered CX Podcast, titled "Leading Change by Leveraging Trust with Charles H. Green," Charles H. Green, co-founder of Trusted Advisor Associates, discusses the pivotal role of trust in driving organizational change. He emphasizes that cultivating trust among team members and stakeholders is essential for effective leadership and successful transformation
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The Currency Of Customer Trust In Retail
Relationship and Engagement Management
Customer Relationship Management (CRM)
In the article "The Currency of Customer Trust in Retail," SAP examines the critical role of trust in the retail sector and its impact on consumer behavior and business performance. The piece highlights that retailers are facing a crisis of confidence due to factors such as false advertising, poor online ratings, data privacy breaches, and misleading sustainability claims.
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The Four Factors Of Trust With Deloitte Principle And Author Ashley Reichheld
Relationship and Engagement Management
Customer Relationship Management (CRM)
In the video "The Four Factors of Trust with Deloitte Principal and Author Ashley Reichheld," Ashley Reichheld discusses the essential elements that build trust between organizations and their customers. He emphasizes that trust is foundational to customer loyalty and business success.
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Customer Lifecycle Management (CLM): The Ultimate Guide
Relationship and Engagement Management
Customer Relationship Management (CRM)
In the article "Customer Lifecycle Management," Forbes explores the concept of managing the stages a customer goes through when interacting with a company, from initial awareness to post-purchase engagement. Effective customer lifecycle management (CLM) involves understanding and optimizing each phase to enhance customer satisfaction and loyalty.
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The Delighted Customers Podcast With Mark Slatin #62: Engaging Customers Throughout Their Lifecycle: Key Insights And Actionable Frameworks With Valerie Peck
Relationship and Engagement Management
Customer Relationship Management (CRM)
In episode 62 of the Empowered CX Podcast, titled "Engaging Customers Throughout Their Lifecycle: Key Insights and Actionable Frameworks with Valerie Peck," Valerie Peck, a seasoned customer experience strategist, discusses strategies for effectively engaging customers at each stage of their journey.
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Whence Consumer Loyalty?
Relationship and Engagement Management
Customer Relationship Management (CRM)
This article by Richard L. Oliver, "Whence Consumer Loyalty?" explores the complex relationship between satisfaction and customer loyalty, identifying that satisfaction is a necessary, though insufficient, condition for loyalty. The paper examines various stages of loyalty development, from cognitive to affective, conative, and action loyalty, and considers how personal fortitude and social bonding contribute to stronger, more enduring loyalty. Oliver concludes that loyalty is not universally achievable for all businesses, as some markets may only reach the satisfaction stage, while others can foster deeper, more resilient customer loyalty through product superiority, personal commitment, and community support.
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Types Of Customer Loyalty Explained
Relationship and Engagement Management
Customer Relationship Management (CRM)
The article "Types of Customer Loyalty Explained" from Asymmetric Marketing discusses the various forms of customer loyalty that brands can cultivate to drive retention and long-term engagement. It highlights that customer loyalty extends beyond mere repeat purchases and can be driven by emotional connections, brand engagement, habitual behavior, or even advocacy. The article emphasizes that businesses must understand these different types of loyalty in order to create targeted strategies that build stronger relationships with their customers. By recognizing the unique drivers of loyalty, brands can tailor their efforts to enhance customer experiences and foster deeper, more sustainable connections
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The Delighted Customers Podcast with Mark Slatin #11: Demystifying the Human Experience, Bruce Temkin, Head of the XM Institute
Relationship and Engagement Management
Customer-Centric Organization Development
In the podcast episode titled "Demystifying the Human Experience," Bruce Temkin, head of the XM Institute, discusses the importance of understanding human experiences in business. He emphasizes that organizations should focus on the entire customer journey, not just individual touchpoints, to create meaningful and lasting relationships. Temkin also highlights the role of empathy in designing experiences that resonate with customers, leading to increased loyalty and satisfaction.
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Why Mobile Commerce Is The Future Of Online Engagement
Relationship and Engagement Management
Customer Relationship Management (CRM)
The article "The Service Recovery Paradox Explained: Turning Setbacks into Success" discusses how effectively addressing service failures can enhance customer loyalty. The Service Recovery Paradox (SRP) suggests that when a company resolves a service issue promptly and empathetically, customer satisfaction can surpass the level it would have been had no problem occurred. This phenomenon occurs when the company's response not only rectifies the issue but also leaves a positive, lasting impression, leading to stronger customer loyalty.
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Service Recovery: How To Win Customers Back After A Negative Experience
Relationship and Engagement Management
Customer Relationship Management (CRM)
The article "Service Recovery: How to Win Customers Back After a Negative Experience" from Medallia emphasizes the importance of promptly addressing service failures to enhance customer retention and loyalty
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Customer Engagement: Everything You Need To Know
Relationship and Engagement Management
Customer Relationship Management (CRM)
The article "Customer Engagement: Everything You Need to Know" from Qualtrics explores the concept of customer engagement (CE), emphasizing its role as the emotional connection between a customer and a brand. It highlights that CE encompasses the quality of the relationship, the frequency and nature of customer interactions, and the overall customer experience. The article distinguishes between customer engagement, customer satisfaction, and customer experience (CX), noting that while satisfaction can be an outcome of engagement, they are not synonymous. It also discusses the various dimensions of customer engagement, including longevity, proactiveness, repetition, context, and volume of interactions.
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The Four Building Blocks of Change
Organizational Foundations
Organizational Design and Change Management
The article outlines a model known as the "influence model" to guide successful organizational transformations. This model emphasizes four key actions that collectively influence employee mindsets and behaviors.
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Introduction to Consumer Behavior
Stakeholder Understanding
Consumer Decision-Making and Behavior
This open-source textbook provides all the fundamentals of theory and practice in consumer behavior. From perception, motivation, learning, attitudes, and influences on decision-making, this is a tremendous resource for those just learning about behavioral science and the more practiced who are looking for a resource.
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Structure is Strategy - Gaining Strategic Advantage Through Organizational Design
Organizational Foundations
Organizational Design and Change Management
The article emphasizes the integral relationship between organizational structure and business strategy.
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The 10 Best Organizational Change Management Strategies
Organizational Foundations
Organizational Design and Change Management
The article outlines effective approaches for leaders to navigate and implement change within their organizations.
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Why Change Management is Critical for Organizational Design
Organizational Foundations
Organizational Design and Change Management
The article emphasizes the importance of integrating change management practices when undertaking organizational design initiatives.
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The Architecture of Design-Based Change Management
Organizational Foundations
Organizational Design and Change Management
The article delves into the integration of design principles within change management frameworks to effectively address complex organizational challenges.
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A Designers Approach to Change Management
Organizational Foundations
Organizational Design and Change Management
The article explores how design principles can enhance change management processes. It emphasizes the importance of a user-centered approach, making abstract concepts tangible, embracing boldness, and combining ambitious goals with minimal viable products.
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Co-Creating Change: Why Design Thinking for Change Management Works
Organizational Foundations
Organizational Design and Change Management
The article discusses the integration of design thinking principles into change management processes to foster human-centered and effective organizational transformations.
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Getting Organizational Redesign Right
Organizational Foundations
Organizational Design and Change Management
The McKinsey article emphasizes the importance of aligning a company's structure, processes, and people with its strategic objectives to enhance performance and adaptability.
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The Problem with Organizational Design
Organizational Foundations
Organizational Design and Change Management
Most organization design approaches reduce individuals to functional system components, neglecting the complex interplay of human identity, work, and social conditions. Effective design must balance individual subjectivity and systemic structure. Simplistic solutions fail; organizations require deep, adaptive thinking rooted in human and behavioral sciences to address today’s evolving challenges.
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Why You Should Focus on Roles Rather Than Individuals When Designing an Organization (Part 2)
Organizational Foundations
Organizational Design and Change Management
In this article Nicolay Worren illustrates through a case study where a project was hindered due to a policy conflict between two managers.
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9 Ways To Improve The Customer Experience (And Increase Revenue)
Organizational Foundations
Experience Strategy Development
The article emphasizes the critical role of a well-crafted customer experience (CX) strategy in achieving higher customer satisfaction, reducing churn, and boosting revenues. It outlines nine actionable steps for businesses aiming to enhance their CX.
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Why You Should Focus on Roles Rather Than Individuals When Designing an Organization (Part 1)
Organizational Foundations
Organizational Design and Change Management
In the article, Nicolay Worren emphasizes the importance of distinguishing between individuals and their roles in organizational design.
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How To Design A Customer Experience Strategy
Organizational Foundations
Experience Strategy Development
The article emphasizes the importance of understanding your customers and aligning your organization's processes to meet their needs.
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How To Build A Winning Customer Experience Strategy In 2024
Organizational Foundations
Experience Strategy Development
This article provides a comprehensive guide to developing an effective Customer Experience (CX) strategy. It emphasizes the importance of a well-crafted CX strategy in meeting and exceeding customer expectations, thereby fostering lasting relationships and driving business growth.
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10 Principles of Organizational Design
Organizational Foundations
Organizational Design and Change Management
The article from Strategy+Business outlines essential guidelines for companies aiming to align their organizational structures with their strategic objectives.
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How Customer Experience (CX) Theory Shapes Business Strategy
Organizational Foundations
Experience Strategy Development
The article emphasizes the integral role of Customer Experience (CX) theory in guiding and shaping business strategies.
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Customer Experience Strategy Turned Into Hands-On Actions Through A Design Approach
Organizational Foundations
Experience Strategy Development
The article explores how design methodologies can transform abstract customer experience (CX) strategies into practical applications.
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Developing An Experience Strategy In 4 Parts
Organizational Foundations
Experience Strategy Development
The article explores the intersection of design, branding, and user experience. It features visual models and frameworks that illustrate complex concepts in these fields.
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The New Movement of Organizational Design
Organizational Foundations
Organizational Design and Change Management
The Forbes article discusses a shift in organizational design approaches, moving away from traditional, mechanical models toward more dynamic and human-centric frameworks.
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10 Ways To Build A Successful Customer Experience Strategy
Organizational Foundations
Experience Strategy Development
The article from Hiver offers a comprehensive guide to developing an effective Customer Experience (CX) strategy.
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The Fundamentals Of An Impactful Customer Experience Strategy
Organizational Foundations
Experience Strategy Development
The article emphasizes the importance of developing a comprehensive Customer Experience (CX) strategy to align business outcomes with customer expectations. It outlines key steps and considerations for creating and implementing an effective CX strategy.
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How To Build & Measure A Winning CX Strategy
Organizational Foundations
Experience Strategy Development
The article discusses the importance of a well-defined Customer Experience (CX) strategy in driving business growth, enhancing customer loyalty, and improving overall satisfaction.
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Top 10 Change Management Models: A Comparison Guide
Organizational Foundations
Organizational Design and Change Management
The PDCA cycle is a continuous improvement loop, helping organizations adapt and enhance change management. It benefits businesses focused on quality management by providing a structured approach to implementing and assessing change. Selecting the right change model depends on employee engagement, communication, and aligning methodologies with business needs.
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The Definitive Guide To Creating A Standout Customer Experience Strategy Template
Organizational Foundations
Experience Strategy Development
The article emphasizes the importance of a well-structured Customer Experience (CX) strategy in fostering customer loyalty and driving business success.
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Measurement and Continuous Improvement
Relationship and Engagement Management
Experience Design and Delivery
Stakeholder Understanding
Organizational Foundations
Strategic Data Integration and Insights
Measuring Experience and Business Impact
Experience Analytics
Employee Engagement and Motivation
Employee Experience Management
Customer Relationship Management (CRM)
Human-Centered Design, Innovation & Application of AI Technology
Digital Experience Management
Experience Design
Quantitative Data Analysis and Visualization
Qualitative Research and Analysis
Consumer Decision-Making and Behavior
Experience Strategy Development
Organizational Design and Change Management
Customer-Centric Organization Development