CHAPTER 1: THE CUSTOMER JOURNEY
In this introductory chapter, we’ll review a key concept for DSV – the customer journey. The content includes:
• The concept of the customer journey; and
• How to design and improve customer journeys.
ITIL 4 describes a customer journey as “the complete end-to-end experience customers have with one or more service providers and/or their products through the touchpoints and service interactions”.
Value streams and customer journeys
Figure 1 shows the relationships between value streams and customer journeys.
Figure 1: Relationships between value streams and customer journeys1
A customer journey will always rely on one or more value streams from one or more service providers. A customer journey can include multiple value streams from one service provider, or value streams from different service providers.
A value stream can support multiple customer journeys. The customer journey includes value stream activities that are part of what is known as the ‘band of visibility’. There will be other value stream activities that are not visible to the customer, so these value streams don’t form part of the customer journey.
The customer journey isn’t always linear. It can involve moving around between different touchpoints, and repeated contact at some touchpoints. The customer might start in the middle of the expected customer journey, so the service provider needs to continually monitor customer journeys and improve its understanding of customer behaviour.
Think about your own customer journeys for the services you use every day. For example, a TV streaming service, or an insurance product. Where did your customer journey start? Has it finished? What value streams have supported your journey? You could think about new user onboarding, billing, customer service, etc. as examples of value streams.
Customer journeys are an important part of the overall customer and user experience. Customer experience (CX) is “the sum of functional and emotional interactions with a service and service provider as perceived by a customer”. User experience (UX) is “the sum of the functional and emotional interactions with a service and service provider as perceived by a user”.
The customer journey forms part of the customer’s overall perception of a service provider, along with other influencing factors like brand, reputation, previous experiences, etc.
Figure 2 shows the three aspects of customer and user experience.
Figure 2: Three aspects of the customer and user experience2
The definitions for both customer and user experience mention ‘emotional interactions’. This is an important point for you to consider as a service provider or in a service management role. In the past, we’ve not always considered the human element of service interactions. I’ve worked with organisations where there has been fierce resistance to change because the end users have an emotional attachment to a system they are using. It might not work very well, the new system might be a huge improvement, but I’ve seen a real sense of affection for older systems that can lead to a reluctance to change.
As service providers, we can focus too much on the facts (“Why wouldn’t you want this? It’s twice as fast!”) and miss the emotional elements. It’s really important to have proper conversations with end users and customers so that we have the full picture and can carry out our role more effectively.
Customer journey design
Customer journey design is based on these principles:
• How you deliver a service is as important as what is delivered.
• The overall journey is more important than each individual touchpoint.
• Understanding the customer journey allows providers to focus on maximising value, and on experiences over outcomes.
The ITIL 4 Specialist: Drive Stakeholder Value syllabus and related publication are based around the steps in a customer journey.
These steps are:
• Explore
• Engage
• Offer
• Agree
• Onboard
• Co-create
• Realise
Before you move on and learn about the customer journey in more detail, why not try creating your own customer journey map? You can use a product or service from your own organisation, or perhaps use Mortbank from the Banksbest case study. Note down what happens in each step of the customer journey, and refer back to it when we study the customer journey in more detail.
Customer journey key concepts
The key concepts related to a customer journey are:
• Benefits
• Stakeholder aspirations
• Journey mapping
• Personas
• Scenarios
• Maps
• Understanding the customer experience
We’ll review them one by one in this section.
Benefits
Understanding the customer journey delivers benefits for the service consumer and the service provider, as shown in table 1.
Table 1: Customer Journey Mapping Benefits |
| For the service consumer | For the service provider |
Facilitate outcome | Gain optimal service value and experience Get what you need, not just what you asked for | Identify and support service consumer behaviours and outc... |