Posts Tagged ‘distributed cognition’

For review & comment: a method for gathering-using customer intelligence from your front-line staff (part 2)

Thursday, March 5th, 2009

Part 1 of this series can be found here.

Recapping from yesterday: companies need to listen carefully to their customers, and while new means like blogs, Twitter, etc., are promising sources of customer feedback, the truth is that the vast majority of customers don’t (and maybe won’t) use these tools. There is a source to tap the knowledge in these other, silent customers–the front-line support staff. Retail clerks, bank tellers, etc., have person-to-person contact with customers every day. If customers have opinions, they hear them. The following diagram describes how their intelligence could be captured and used to improve companies’ understanding of their customers.

(Steps 1 & 2 were covered in yesterday’s post.)

Step 3: Periodically, a group analyzes the archive of blog posts, comments, etc., pulls out important excerpts and creates summary data based on the content of the posts. The data is compiled and prepared for analysis by a cross functional team in Step 4, below.

Step 4: The team evaluates the excerpts and the graphs to detect broad patterns that can inspire action. By way of example, a retailer who is trying to understand buyers’ temperaments more deeply in this economic crisis might examine a set of blog posts from before the crisis and compare the topics/findings with a set of posts from the last month or two. This will illustrate patterns in how buyers are reacting to the crisis, such as by substituting one good for another, saying different things to clerks, etc.

To perhaps make this concept more concrete, there was an article in the WSJ yesterday (”From Attitude to Gratitude“) talking about how people are treating their investment advisors since the crisis hit. This quote from the article could have been one of the blog posts I envision here:

“I’m not getting complaints,” Mr. Hirsch (an investment advisor at Credit Suisse) said. “People aren’t asking, ‘What did you do to my portfolio?’ They’re asking, ‘What do we do from here?’”

One quote isn’t a pattern, but imagine there were several dozen stories like this from Credit Suisse’s advisory team. From this insight, management could devise approaches to give the clients the kind of advice they’re asking for, building loyalty that could last beyond the end of the crisis.

That’s what customers are really talking about. And knowing it means you can act on it.

And that’s what I’m talking about.

(Acknowledgement to Shawn Callahan, from whom I first heard the possible uses of blog posting and RSS for collecting and using distributed knowledge. Here’s a white paper Shawn wrote on the topic.)

For review & comment: a method for gathering-using customer intelligence from your front-line staff (part 1)

Wednesday, March 4th, 2009

[Part 2 of this series can be found here.]

I touched on this topic six months ago, but I think it’s worthy of some amplification.

Companies need to listen carefully to their customers, and while new means like blogs, Twitter, etc., are promising sources of customer feedback, the truth is that the vast majority of customers don’t (and maybe won’t) use these tools.

Other sources for customer insight include call-center recordings, customer-service chats, etc. [A white paper on using call-center recordings is available here: Gathering-Using Customer Stories.]

This still leaves a lot of customers–those who don’t contact the company–unheard.

There is a source for this type of insight–the front-line support staff. Retail clerks, bank tellers, etc., have person-to-person contact with customers every day. If customers have opinions, they hear them. The following diagram describes how their intelligence could be captured and used to improve companies’ understanding of their customers.

[This is a very preliminary draft, and I welcome comments, critique, suggestions, etc. It may end up to be a dumb idea or unworkable for some reason. I think, though, that it's worthy of serious consideration and thought.]

Step 1 is the front-line teams blogging on a daily basis about their experiences. The prompt for these blogs is a very simple, general question: “What was the most interesting thing that happened today?” Rather than ask them to sign onto a computer and type their blog post in, it’s gathered via phone. What’s easier than leaving a 1-2 minute message on the phone? The poster also supplies a title for the post.

The phone messages would be auto-transcribed using a service like SpinVox or Dial2Do and automatically posted to an internal blog.

In step 2, the blog posts are distributed via RSS to a wide range of readers within the company–customer service, marketing, management, etc. This group scans the post titles on their RSS readers, read any that caught their eye, and comment on, share and/or rate the posts that were most interesting to them. This process will quickly separate the interesting information from the noise (and we should expect a lot of noise).

In addition to sharing their thoughts, the blog readers can propose improvement projects based on the what they learn through reading the blogs.

(We’ll continue this post tomorrow.)

(Acknowledgement to Shawn Callahan, from whom I first heard the possible uses of blog posting and RSS for collecting and using distributed knowledge. Here’s a white paper Shawn wrote on the topic.)

Looking ahead to 2009

Saturday, January 3rd, 2009

Like lots of others, I enter 2009 with a bit of anxiety. I have less visibility into the market for my consulting services than I have had in nearly two years.

Yet I have never been as optimistic regarding the soundness & value of the work I'm doing.

Hopefully it's not self-delusion. I don't believe it is.

Yet as I've reflected over what I've done & learned in 2008, I'm more convinced than ever that the time is ripe for what I'm doing.

Which is: working with companies to gather, sort, make sense of their customers' freeform feedback. Using, as it were, these story fragments unlocks a rich store of information unbiased by survey hypotheses and distinguished by candor.

It's a great time, too, to be working in this area. Social tools, especially Twitter, are a new and easily-searched archive of customer emotion.

In the recent Futurelab live blog session, the question was rightly asked about why I'd be interested in peering into people's minds and emotions–isn't what they do more important than what they think?

I didn't answer that question very well that day, but having had time to think about it, I'd say this: I'm not trying to read minds. I'm trying to hear what people say. People talk or write when something happens that is significant to them. If they're using a company's product and say something that's significant to them, it's significant to that company too.

One reason companies don't listen to these stories that they are loud & cacophonous and loaded with noise. They can be rude & inconsiderate. They are in the customer's language & context, not the company's.

But using sensemaking techniques informed by cognitive science & the study of complex adaptive systems (Kurtz & Snowden), the resonances, themes & values in the mass of stories can be found.

And companies can use these resonances to see where their products are generating delight and where they're creating frustration. Where their customer service is working & where it's breaking down. And why some people who call to order a product don't end up doing so, in spite of the company's best efforts. .

The current downturn will shake out companies who hate their customers, who prey on them, who profit through punitive and well-hidden fees & surcharges.

The ones that are left will value every single customer, will treat them respectfully & will really want to understand what those customers want & how they feel.

The approaches I'm working with are a vital tool in this quest. And that's why I'm optimistic for 2009, regardless of what I read in the paper.

Happy New Year!