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A Framework for CX Transformation
Gold
Friday, June 11, 2021 • Design at Scale 2021
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A Framework for CX Transformation
Speakers: Sarah Williams
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Summary

In this session, you will learn about Verizon’s model for transforming and scaling our CX operations and design practices, and how establishing a set of Experience Principles has played a critical role in elevating and democratizing CX across the organization.

Key Insights

  • Verizon’s design group is positioned within marketing, influencing how design interacts with business units and leadership.

  • Differentiating CX from UX is crucial; CX encompasses all brand interactions, not just digital interfaces.

  • Design maturity spans from evangelism (raising awareness) to operations (embedding design in decision-making). Verizon sits between these stages.

  • A well-articulated purpose and guiding principles are foundational for elevating design impact within large organizations.

  • Experience principles should reflect company values, customer needs, and baseline industry best practices.

  • Using simple, familiar language for principles broadens adoption beyond design teams to non-design employees.

  • Leadership buy-in, especially from the CMO, can unexpectedly propel principles into company-wide brand strategy.

  • Piloting customer surveys that directly map experience principles to metrics enables tangible measurement of design impact.

  • Operationalizing principles requires creating practical tools like evaluation checklists and workshop activities for teams.

  • Cross-functional collaboration between design leadership, design ops, and other stakeholders is key to successful CX transformation.

Notable Quotes

"Customer experience refers to the collection of interactions someone has with the brand, agnostic of channel or touchpoint."

"Our design group is positioned under marketing, which informs who champions and promotes design within the company."

"Design maturity shifts focus from evangelism to operations as organizations strengthen their design impact."

"We realized we didn’t have a well-articulated purpose or guiding principles for the types of customer experiences we aspired to deliver."

"Experience principles are meant to align business goals with customer needs for everyone, not just designers."

"Using language that’s already common within the company helps principles feel natural and easy to adopt."

"Our CMO incorporated our experience principles into the brand strategy, which was a huge and unexpected boost."

"We’re piloting surveys that ask customers how honest, simple, or reliable their experience was, then turn that into a score."

"Principles at this level act like a company mission that product teams can translate into their own more specific design principles."

"Creating experience principles helped democratize design decision-making across teams inside and outside the design group."

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