7 Steps of Customer Journey Management

27 Feb 2018 · 55 min
55:18

In this 15‑20 minute presentation Alain from Futurelab outlines a comprehensive framework for Customer Journey Management (CJM) that goes beyond traditional journey mapping. The talk is organized around seven sequential steps. First, he stresses the need to clearly define the business objective of a CJM effort, explaining how different goals (alignment, weakness fixing, differentiation, resource allocation, future vision, value‑driver management, operational and digital framework) dictate the scope and approach. Second, he describes the collection of three categories of insights – customer, competitive and market – using a wide array of techniques (voice‑of‑customer, NPS, desk research, panels, mystery shopping, observation, etc.). Third, he presents a method for creating a simple, high‑level journey map that includes outside‑in steps, customer mindset, expectations, choice drivers and advocacy drivers, and explains why simplicity (12‑15 steps) is crucial. He contrasts Futurelab’s pre‑made thesis approach with the traditional post‑it‑wall workshops, highlighting speed, data‑driven grounding, and co‑creation with the client. The fourth step is operationalizing the map by translating it into four types of standards – minimum experience, advocacy, employee behavior, and data/system – and prioritizing a manageable subset. The fifth step involves a four‑fold gap analysis (customer performance, operational readiness, people readiness, resource availability) to identify where the organization falls short of the standards. The sixth step covers implementation: scoping, prioritizing, executing the changes, and measuring impact over time. Finally, the seventh step looks ahead, urging companies to reinvent the experience by building an industry‑vision document, a Book of Future Opportunities, and a roadmap that is revisited regularly to keep pace with rapid technological and societal change. Throughout, Alain emphasizes a pragmatic, evidence‑based, and future‑oriented mindset.

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