Maxie Schmidt and Joana de Quintanilha, both VPs and Principal Analysts at Forrester, delve into the importance of prioritizing customer journeys. They discuss practical steps for CX leaders to identify impactful journeys, the inputs needed for effective prioritization, and common pitfalls to avoid. The conversation highlights how to create a Minimum Viable Product (MVP) for journey prioritization, emphasizing stakeholder engagement and incremental approaches. Their insights aim to help organizations enhance customer experience by aligning journey efforts with strategic goals.
Prioritizing customer journeys is essential in focusing efforts on impactful improvements that enhance customer experiences and align with business goals.
A structured approach to journey prioritization helps organizations avoid resource overwhelm by balancing quick wins with long-term strategic investments.
Deep dives
Understanding Customer Journeys
A customer journey is defined as the path and perception that customers experience while striving to achieve a specific goal. There is a growing concern around the use of the term 'journey,' as it can be applied too broadly, leading to confusion between different processes such as campaigns or lifecycle events. Prioritizing customer journeys is crucial because it enables businesses to focus on what truly matters to their customers, rather than being overwhelmed by the multitude of journeys they might want to address. Establishing clarity on what a journey encompasses helps organizations align their strategies more effectively around customer needs.
The Importance of Prioritization
Effective prioritization allows organizations to select the most impactful customer journeys to enhance or rectify, thereby avoiding the pitfalls of trying to tackle too many initiatives simultaneously. Many companies struggle to choose which journeys to prioritize, often picking those that yield underwhelming results or overwhelm their resources. A structured approach to prioritization not only clarifies the selection process but also ensures that chosen journeys align with the firm’s current capabilities and maturity level. Moreover, prioritizing based on factors like customer pain points, business potential, and the desire to create a compelling success story can significantly improve outcomes.
Balancing Impact and Feasibility
The success of journey prioritization hinges on assessing both the impact and feasibility of potential journeys. Impact considerations include customer reach, employee involvement, and alignment with business goals, while feasibility focuses on organizational support, resource allocation, and the complexity of making changes. A useful framework is a two-by-two matrix that allows organizations to categorize journeys, balancing those that are quick wins with more strategic or long-term investments. Engaging stakeholders in this process helps ensure that the prioritization criteria are both realistic and widely accepted, promoting alignment and commitment across the organization.
You’ve identified dozens of journeys and hundreds of moments of truth that matter to your customers. But where do you start your journey mapping, journey measurement and journey improvement actions? How do you prioritize where you will drive the most impact? Forrester VP and Principal Analysts Maxie Schmidt and Joana de Quintanilha join us to explain how to bring rigor and process to the task.
Featuring:
Maxie Schmidt, VP, Principal Analyst
Joana de Quintanilha, VP, Principal Analyst
Show Notes:
You’ve identified dozens of journeys and hundreds of moments of truth that matter to your customers. But where do you start your journey mapping, journey measurement and journey improvement actions? How do you prioritize where you will drive the most impact? Forrester VP and Principal Analysts Maxie Schmidt and Joana de Quintanilha join us to explain how to bring rigor and process to the task.
We discuss:
Why is it important to prioritize journeys?
How can CX leaders go about it?
What are the ideal outputs of a journey prioritization exercise?
What inputs do we need?
What mistakes should CX leaders avoid?
How can companies get started that aren’t very mature in their journey work?
How does journey prioritization fit in the larger road to increasing journey centricity maturity?
To learn more, take a look at How To Prioritize Customer Journeys | Forrester Europe
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