Posts Tagged ‘research’

Customers are talking: some good terms to describe business narrative work

Monday, May 18th, 2009

A couple of recent blog posts have featured useful discussions of key elements of business narrative work.

“Sensemaking is what we refer to as intuition”
Idris Mootee, in his blog Innovation Playground (via Futurelab), discussed sensemaking–which in many ways is the secret sauce of the narrative approach to gaining business insight. Here’s what Mootee writes:

Sensemaking is a metacognitive strategy, it is clear that people recognize patterns in the data in ways that they can’t talk about. That kind of inarticulate recognition (meaning that you can’t express it easily) is what we perceive as intuition. We’ve all got it, and good sensemakers have good intuitions about how things go together.

Applying Mootee’s ideas to narrative works except for his statement about “good sensemakers.” For narrative work, a single “good sensemaker” doesn’t exist–instead, the collective intelligence of a group of people reading through and finding patterns in stories is the sensemaker.

Low Tech And On The Ground
I love this expression, coined by Terry Miller, describing story gathering and sensemaking work in his recent post at the Cognitive Edge Guest blog. “On the ground,” is a crucial term. Narrative approaches require seeing things at ground level, not at 35,000 feet. It’s immersing oneself in the moment-to-moment and using collective evaluation to make sense of what is going on. Without this, you could be like the generals in “War & Peace”–making detailed war plans that have no effect on winning or losing.

“Low tech” is also a critical observation. Potential clients recoil from this–we have been brainwashed to believe that applying enough megaflops can solve any problem. And, by contrast, anything handmade and low-tech isn’t “industrial strength” and is to be avoided. But stories require context, and creating context requires human experience and sharing that experience through dialogue. Computers can’t do that, no matter how many megaflops they can process.

Another application of low tech is the interventions that help people deal with what they learn from stories. In my experience, the findings of a narrative project imply two kinds of changes to help address them:

(1) very simple changes that are obvious once the problem is properly understood. In a project of mine, we learned through examining customer service rep stories that fewer than 1/3 of the reps used the best practices that had been designed, and also saw that calls where reps forswore best practice didn’t end as well as the others.

(2) small things to try that may or may not help. Other learnings from narrative projects do not have straightforward solutions. The bad news is that the best course of action takes some time to determine. The good news is that a low-tech, cheap experimental approach can be applied. My favorite example of this type of approach is the solution a Singapore hospital devised to reduce emergency-room wait times.

Related posts:
An important definition of sensemaking
On “War & Peace” and complexity in business
Stop studying the problem, and just try something

The art of the customer interview

Thursday, May 14th, 2009

I’ve done a lot of customer interviews in the past couple of years, and have learned a fair amount about what works and what doesn’t. You want to create an environment where the customer feels safe and free to share his/her actual experiences, and engaged enough to explore her memories without being distracted. Some tips:

1. Learn from Terry Gross. I love “Fresh Air” and I love the way Terry, the host, can get her guests to reveal very interesting insights about themselves. Many of the lessons below are directly borrowed from Terry’s approach.

2. Be curious and interested. One of my best preparations for doing customer interviews was podcasting (here’s a list of the podcasts I’ve done to date). I decided I would only do podcasts on subjects that really interested me, which made preparation not a burden, but a joy. With interviews you do on behalf of someone else, this isn’t possible–the client sets the subject. What is possible, even mandatory (and Terry Gross would agree), is to be interested in learning about a person and situation that is new to you.

3. Warm them up. In my early interviews, I tried to jump right into the meaty stuff. However, I found it far more effective to ask basic (but useful) questions up front. “What’s your role?” “What was the process you went through to purchase product X?” This gets the subject comfortable with talking with me, and allows him/her to ease into the subject matter. Ten minutes in, the more difficult questions work better.

4. Ask for stories. It’s easy to for people to spout their opinions. Stories, however, are more useful for making sense of difficult situations (see about 100 other posts on this blog for more on that idea). Anecdote, the Australian narrative organization, published a list of story-eliciting questions, which is a good starting point for making up your own questions.

5. Leave space for silence. In my first interviews, I jumped in with another question when there was a pause. I found of course that people had something else come to mind after they thought they were finished with a response. Now I try to leave lots of space for silence, so in case they have anything else to say they can say it without having to interrupt the interviewer.

6. “Is there anything else?” This question, the last question of the interview, has perhaps provided the most interesting answers in the interviews I’ve conducted. My first story project had me talking to customers at a market, taping interviews using a hand-held recorder. In my first dozen interviews there were probably six instances where I had turned off the recorder, thinking we were done, when the subject remembered something else important. I finally began leaving the recorder on until the subject and I had parted. The “anything else?” question, perhaps by its sheer openness, often probes more deeply than any directed question.

7. Thank them. “Thanks a lot for sharing your experiences” gets some warm responses from the interviewees and leaves the door open for a recontact if necessary. Plus, I really mean it!