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9 Steps to a World Class VoC Program
Qualtrics
@Qualtrics / #QualtricsWebinars
SM
Webinar Overview
“9 steps to a world class VoC program”
Estimated Time: 45 minutes
5 minutes Des Martin - Introduction
20 minutes Kyle Groff
15 minutes Innes Vanderniepen
10 minutes Q&A
5 minutes Upcoming Events
Des Martin
Head of Growth EMEA
Qualtrics
Kyle Groff
Principal Consultant
Qualtrics Customer Experience
& Formerly JetBlue
Innes Vanderniepen
Customer Experience Quality Manager
Brussels Airlines
Brands & Organizations
7.0K+
of the top 100
business schools
99
Users
1.8M+
Used In
Countries
75+
The World’s
Leading
Insight
Platform
PROVO / USA
DUBLIN / IRL
SYDNEY / AUS
SEATTLE / USA
Customer Insights
Voice of the Customer Programs
Customer Satisfaction Surveys
Net Promoter Systems
Website Experience Feedback
Employee Insights
360-degree Employee Feedback
Employee Engagement Surveys
Employee Satisfaction Surveys
Exit Interviews
Market Insights
Ad Testing
Concept Testing
Market Research
Academic Studies
All your insights in one place
Upcoming Events
Cxweek.com – May 11th – 15th
Qualtrics Live Dublin – June 18th
Kyle Groff
9 steps to a world class VoC program
SM
Europe
May 8, 2015
Kyle has over 10 years of experience building,
maintaining and improving measurement
programs in both the employee and customer
experience (CX) domains. Most recently he
launched the Employee Engagement program
for JetBlue Airways and led a ground-up
redesign of their Voice of the Customer (VoC)
program. For these efforts, Kyle was named 1to1
Media’s 2014 Customer Champion, joining a
distinguished list of practitioners who have
demonstrated industry-leading methods and
results. Kyle holds a doctorate in Industrial and
Organizational Psychology and has expertise in a
wide-range of statistical methods and principles.
Kyle Groff, Ph.D.Principal Consultant, Customer Experience
Qualtrics
o What Does This Mean To You?
o Assumes Practitioners Know What
To Do With This
o Assumes Practitioners Know How
to Actually Build a CX Program
The Ultimate
Question
HowDoIBuilda
CustomerFeedbackProgram?	
  
Questions?	
  
Metrics?	
  
Taking Action?	
  
What do I measure?
What should I measure?
How should I measure
these things?
Now what do I do once
I’ve measured something?
What do I do with these
numbers?
The WHN Model
What? How? Now?
What?
What Do I Measure?
1. Map it out
•  Create a Customer Journey Map,
an outline of the customer journey
broken into major touch points
•  Consider multiple points of view
•  Cluster into major touch points
How?
How Do I Measure It?
2. Develop Channels
•  Decide how to collect data at each
touch point
•  Ensure you cover all major touch
points
•  For survey, create more questions
than you plan on using
Image Source: appinions website
How?
How Do I Measure It?
3. Test Format
•  Test channel with 300-400 customers
•  Revise buckets based on feedback &
analysis of items
•  Aim for less than 20 quantitative
questions in any single channel
•  Conduct focus group to examine
content & flow
Image Source: freeenterprise.com
Now?
Now What?
4. Reporting Levels
•  Identify reporting levels
•  Work from macro to micro
•  Create data flow diagram
CEO	
  
Marke*ng	
   Product	
   Web	
  
EVP	
  
Now?
Now What?
5. Goals
•  Tie incentives to CX metrics
•  Make specific to each area
Now?
Now What?
6. Action Process
•  Develop root cause process
•  Make insights actionable
•  Leverage text analysis to go
beyond quantitative data
Innes Vanderniepen
9 steps to a world class VoC program
SM
Europe
May 8, 2015
Innes Vanderniepen
Customer Experience Quality Manager,
Brussels Airlines
Innes worked for 2 years for Bain & Company, a
management consulting firm, where she took part
in projects across a variety of industries and
functional areas before joining Brussels Airlines in
2014. Since then her main project has been the
implementation of a NPS program for the airline..
The	
  bad	
  news	
   The	
  good	
  news	
  
There is no standard,
off-the-shelf Voice of the Customer
program to source
and implement
There is no standard,
off-the-shelf Voice of the Customer
program to source
and implement
You	
  will	
  need	
  to	
  go	
  through	
  all	
  WHN	
  
steps	
  to	
  develop	
  your	
  own	
  program	
  
You	
  get	
  to	
  tailor	
  your	
  VoC	
  program	
  to	
  
fit	
  your	
  company’s	
  ambi*ons,	
  	
  
objec*ves	
  and	
  culture	
  
There is good news and bad news…
At Brussels Airlines, we started by defining
the overall objectives of our program
Drive	
  and	
  support	
  the	
  company	
  culture	
  shi6	
  towards	
  a	
  customer-­‐centric	
  
organisa8on,	
  giving	
  our	
  guests	
  a	
  voice,	
  heard	
  loud	
  and	
  clear	
  by	
  frontline,	
  
middle	
  management	
  and	
  execu*ves	
  
Iden8fy	
  and	
  priori8se	
  service	
  delivery	
  and	
  service	
  recovery	
  topics	
  to	
  address	
  
in	
  order	
  to	
  improve	
  the	
  customer	
  experience	
  quality	
  
Review	
  priority	
  products	
  &	
  processes	
  (key	
  baKles)	
  and	
  monitor	
  the	
  progress	
  
made	
  by	
  the	
  implemented	
  ac*on	
  plans	
  
STRATEGIC	
  
TACTICAL	
  
1
2
3
We	
  chose	
  to	
  implement	
  an	
  NPS	
  program	
  
What?
Tension between our objectives and
a short survey lead to a layered approach
	
  
Short	
  general	
  NPS	
  survey	
  to	
  iden8fy	
  &	
  priori8se	
  our	
  key	
  baKles	
  
“How	
  likely	
  are	
  you	
  to	
  recommend	
  Brussels	
  Airlines	
  to	
  a	
  friend	
  or	
  colleague?”	
  
	
  
Mul*ple	
  short,	
  topic	
  specific	
  NPS	
  surveys,	
  collec8ng	
  ac8onable	
  insights	
  	
  
on	
  the	
  key	
  baKles	
  to	
  serve	
  as	
  input	
  into	
  the	
  ac*on	
  plans	
  
	
  
	
  
Call	
  backs	
  to	
  respondents	
  to	
  get	
  more	
  insights,	
  create	
  trac*on	
  with	
  	
  
management	
  and	
  develop	
  customer	
  centricity	
  	
  
(Recovery	
  is	
  a	
  side-­‐effect)	
  
LAYER	
  1:	
  
Priori8sa8on	
  
LAYER	
  2:	
  
Focus	
  areas	
  
LAYER	
  3:	
  
Closing	
  the	
  	
  
FB	
  loop	
  
Cabin	
  crew	
  	
  
survey	
  
Complimentary	
  
catering	
  survey	
  
Brussels	
  Airport	
  
survey	
  
Vienna	
  Airport	
  
survey	
  
What?
A million questions need to be answered
before your first survey can be How?
•  What	
  is	
  the	
  ul*mate	
  goal	
  of	
  the	
  survey?	
  
	
  
•  What	
  is	
  the	
  ul*mate	
  goal	
  of	
  each	
  ques8on?	
  
	
  
•  Which	
  ques8on	
  type	
  should	
  be	
  used?	
  
	
  
•  How	
  to	
  trade	
  of	
  survey	
  length	
  vs.	
  response/
drop	
  off	
  rate?	
  
	
  
•  How	
  to	
  trade	
  of	
  survey	
  length	
  vs.	
  
emo8onality?	
  
	
  
•  …..	
  
•  Who	
  to	
  survey	
  and	
  when?	
  
	
  
•  Where	
  to	
  we	
  get	
  the	
  contact	
  data?	
  
	
  
•  What	
  is	
  the	
  message	
  of	
  our	
  invite	
  email?	
  
	
  
•  What	
  language(s)	
  to	
  use	
  and	
  how	
  to	
  
manage	
  them?	
  
•  How	
  to	
  respond	
  to	
  incoming	
  emails	
  on	
  the	
  
survey	
  mailbox?	
  
	
  
•  …..	
  
Designing	
  the	
  survey	
   Sending	
  the	
  invites	
  
Now?
Communication and reporting will
help define the success of the program
Repor8ng	
  &	
  ac8on	
  plans	
   Broad	
  awareness	
  
•  How	
  to	
  set	
  up	
  the	
  ini8al	
  repor8ng?	
  
•  Self	
  service	
  dashboards	
  or	
  ready-­‐made	
  
repor*ng?	
  
•  How	
  to	
  create	
  accountability?	
  
•  How	
  to	
  manage	
  expecta8ons?	
  
•  …	
  
•  How	
  to	
  reach	
  every	
  layer	
  of	
  the	
  company?	
  
•  What	
  channels	
  are	
  available?	
  
•  How	
  to	
  create	
  enthusiasm	
  for	
  your	
  VoC?	
  
•  How	
  to	
  keep	
  it	
  simple	
  and	
  clear?	
  
•  …	
  
What we have learned
during this last year
•  Keep	
  communica8on	
  simple	
  and	
  straighVorward	
  
•  It	
  is	
  not	
  about	
  data	
  collec8on	
  or	
  crea*ng	
  reports:	
  It	
  is	
  about	
  ac8onability,	
  change	
  
management	
  and	
  customer	
  centricity	
  
•  Go	
  slow,	
  take	
  a	
  stepped	
  approach.	
  But	
  don’t	
  wait	
  for	
  the	
  perfect	
  system	
  
•  Collaborate	
  and	
  cross-­‐communicate,	
  internally	
  and	
  externally	
  
•  Get	
  management	
  on	
  board	
  and	
  find	
  sponsors	
  at	
  the	
  highest	
  level	
  
•  Make	
  your	
  first	
  case	
  studies	
  and	
  projects	
  winners.	
  You	
  likely	
  get	
  only	
  one	
  chance	
  to	
  
build	
  credibility	
  for	
  your	
  program	
  
3
2
1
4
5
6
28	
  
Questions?
Upcoming Events
Cxweek.com – May 11th – 15th
Qualtrics Live Dublin – June 18th
More Information Email: desm@qualtrics.com
‘Sophisticated Research Made Simple’
SM

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9 Steps to a World-Class VoC Program

  • 1. 9 Steps to a World Class VoC Program Qualtrics @Qualtrics / #QualtricsWebinars SM
  • 2. Webinar Overview “9 steps to a world class VoC program” Estimated Time: 45 minutes 5 minutes Des Martin - Introduction 20 minutes Kyle Groff 15 minutes Innes Vanderniepen 10 minutes Q&A 5 minutes Upcoming Events
  • 3. Des Martin Head of Growth EMEA Qualtrics
  • 4. Kyle Groff Principal Consultant Qualtrics Customer Experience & Formerly JetBlue
  • 5. Innes Vanderniepen Customer Experience Quality Manager Brussels Airlines
  • 6. Brands & Organizations 7.0K+ of the top 100 business schools 99 Users 1.8M+ Used In Countries 75+ The World’s Leading Insight Platform PROVO / USA DUBLIN / IRL SYDNEY / AUS SEATTLE / USA
  • 7. Customer Insights Voice of the Customer Programs Customer Satisfaction Surveys Net Promoter Systems Website Experience Feedback Employee Insights 360-degree Employee Feedback Employee Engagement Surveys Employee Satisfaction Surveys Exit Interviews Market Insights Ad Testing Concept Testing Market Research Academic Studies All your insights in one place
  • 8. Upcoming Events Cxweek.com – May 11th – 15th Qualtrics Live Dublin – June 18th
  • 9. Kyle Groff 9 steps to a world class VoC program SM Europe May 8, 2015
  • 10. Kyle has over 10 years of experience building, maintaining and improving measurement programs in both the employee and customer experience (CX) domains. Most recently he launched the Employee Engagement program for JetBlue Airways and led a ground-up redesign of their Voice of the Customer (VoC) program. For these efforts, Kyle was named 1to1 Media’s 2014 Customer Champion, joining a distinguished list of practitioners who have demonstrated industry-leading methods and results. Kyle holds a doctorate in Industrial and Organizational Psychology and has expertise in a wide-range of statistical methods and principles. Kyle Groff, Ph.D.Principal Consultant, Customer Experience Qualtrics
  • 11. o What Does This Mean To You? o Assumes Practitioners Know What To Do With This o Assumes Practitioners Know How to Actually Build a CX Program The Ultimate Question
  • 13. What do I measure? What should I measure? How should I measure these things? Now what do I do once I’ve measured something? What do I do with these numbers? The WHN Model What? How? Now?
  • 14. What? What Do I Measure? 1. Map it out •  Create a Customer Journey Map, an outline of the customer journey broken into major touch points •  Consider multiple points of view •  Cluster into major touch points
  • 15. How? How Do I Measure It? 2. Develop Channels •  Decide how to collect data at each touch point •  Ensure you cover all major touch points •  For survey, create more questions than you plan on using Image Source: appinions website
  • 16. How? How Do I Measure It? 3. Test Format •  Test channel with 300-400 customers •  Revise buckets based on feedback & analysis of items •  Aim for less than 20 quantitative questions in any single channel •  Conduct focus group to examine content & flow Image Source: freeenterprise.com
  • 17. Now? Now What? 4. Reporting Levels •  Identify reporting levels •  Work from macro to micro •  Create data flow diagram CEO   Marke*ng   Product   Web   EVP  
  • 18. Now? Now What? 5. Goals •  Tie incentives to CX metrics •  Make specific to each area
  • 19. Now? Now What? 6. Action Process •  Develop root cause process •  Make insights actionable •  Leverage text analysis to go beyond quantitative data
  • 20. Innes Vanderniepen 9 steps to a world class VoC program SM Europe May 8, 2015
  • 21. Innes Vanderniepen Customer Experience Quality Manager, Brussels Airlines Innes worked for 2 years for Bain & Company, a management consulting firm, where she took part in projects across a variety of industries and functional areas before joining Brussels Airlines in 2014. Since then her main project has been the implementation of a NPS program for the airline..
  • 22. The  bad  news   The  good  news   There is no standard, off-the-shelf Voice of the Customer program to source and implement There is no standard, off-the-shelf Voice of the Customer program to source and implement You  will  need  to  go  through  all  WHN   steps  to  develop  your  own  program   You  get  to  tailor  your  VoC  program  to   fit  your  company’s  ambi*ons,     objec*ves  and  culture   There is good news and bad news…
  • 23. At Brussels Airlines, we started by defining the overall objectives of our program Drive  and  support  the  company  culture  shi6  towards  a  customer-­‐centric   organisa8on,  giving  our  guests  a  voice,  heard  loud  and  clear  by  frontline,   middle  management  and  execu*ves   Iden8fy  and  priori8se  service  delivery  and  service  recovery  topics  to  address   in  order  to  improve  the  customer  experience  quality   Review  priority  products  &  processes  (key  baKles)  and  monitor  the  progress   made  by  the  implemented  ac*on  plans   STRATEGIC   TACTICAL   1 2 3 We  chose  to  implement  an  NPS  program   What?
  • 24. Tension between our objectives and a short survey lead to a layered approach   Short  general  NPS  survey  to  iden8fy  &  priori8se  our  key  baKles   “How  likely  are  you  to  recommend  Brussels  Airlines  to  a  friend  or  colleague?”     Mul*ple  short,  topic  specific  NPS  surveys,  collec8ng  ac8onable  insights     on  the  key  baKles  to  serve  as  input  into  the  ac*on  plans       Call  backs  to  respondents  to  get  more  insights,  create  trac*on  with     management  and  develop  customer  centricity     (Recovery  is  a  side-­‐effect)   LAYER  1:   Priori8sa8on   LAYER  2:   Focus  areas   LAYER  3:   Closing  the     FB  loop   Cabin  crew     survey   Complimentary   catering  survey   Brussels  Airport   survey   Vienna  Airport   survey   What?
  • 25. A million questions need to be answered before your first survey can be How? •  What  is  the  ul*mate  goal  of  the  survey?     •  What  is  the  ul*mate  goal  of  each  ques8on?     •  Which  ques8on  type  should  be  used?     •  How  to  trade  of  survey  length  vs.  response/ drop  off  rate?     •  How  to  trade  of  survey  length  vs.   emo8onality?     •  …..   •  Who  to  survey  and  when?     •  Where  to  we  get  the  contact  data?     •  What  is  the  message  of  our  invite  email?     •  What  language(s)  to  use  and  how  to   manage  them?   •  How  to  respond  to  incoming  emails  on  the   survey  mailbox?     •  …..   Designing  the  survey   Sending  the  invites  
  • 26. Now? Communication and reporting will help define the success of the program Repor8ng  &  ac8on  plans   Broad  awareness   •  How  to  set  up  the  ini8al  repor8ng?   •  Self  service  dashboards  or  ready-­‐made   repor*ng?   •  How  to  create  accountability?   •  How  to  manage  expecta8ons?   •  …   •  How  to  reach  every  layer  of  the  company?   •  What  channels  are  available?   •  How  to  create  enthusiasm  for  your  VoC?   •  How  to  keep  it  simple  and  clear?   •  …  
  • 27. What we have learned during this last year •  Keep  communica8on  simple  and  straighVorward   •  It  is  not  about  data  collec8on  or  crea*ng  reports:  It  is  about  ac8onability,  change   management  and  customer  centricity   •  Go  slow,  take  a  stepped  approach.  But  don’t  wait  for  the  perfect  system   •  Collaborate  and  cross-­‐communicate,  internally  and  externally   •  Get  management  on  board  and  find  sponsors  at  the  highest  level   •  Make  your  first  case  studies  and  projects  winners.  You  likely  get  only  one  chance  to   build  credibility  for  your  program   3 2 1 4 5 6
  • 29. Upcoming Events Cxweek.com – May 11th – 15th Qualtrics Live Dublin – June 18th More Information Email: desm@qualtrics.com