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Orchestrating 
Touchpoints 
Chris Risdon 
@chrisrisdon 
#touchpoints
I’m a digital product designer
...wait...no I’m not...
Products became services
...and not just digital
6 
Product /Service 
Digital UX 
Empathy 
Design Thinking 
Informed Strategy
6 
Product /Service 
Physical Space Call Center 
Digital UX 
Empathy 
Design Thinking 
Informed Strategy
6 
Product /Service 
Physical Space Call Center 
Digital UX 
Empathy 
Design Thinking 
Informed Strategy
6 
Product /Service 
Physical Space Call Center 
Digital UX 
Empathy 
Design Thinking 
Informed Strategy
6 
Organization 
Product /Service 
Physical Space Call Center 
Digital UX 
Empathy 
Design Thinking 
Informed Strategy
7 
Retail Hotel Rail Travel Cruise Insurance
service experience 
Orchestrated experience among all 
parts of the service, from people to 
objects to places to interfaces 
product experience 
Typically an experience between 
person and single touchpoint, 
usually a digital product 
illustration: Jamin Hegeman
9 
Maintaining empathy in the 
face of increased complexity.
Service Design
Cross-Channel CX
Multi-Platform Ecosystems
13 
Design for experiences that 
unfold over time and through 
many different touchpoints.
15
SERVICE ARCHITECTURE
Service Blueprint of Presby Neuro Clinic 
PHYSICAL 
EVIDENCE 
PATIENT 
ACTIONS 
ONSTAGE 
CONTACT 
PERSON 
BACKSTAGE 
CONTACT 
PERSON 
Front 
Desk 
Debbie’s 
Chart Cart 
? ? ? ? ? 
Records/ 
Database 
System 
Bin 
System 
Check 
Vitals & 
Ask Quest 
Place in 
Kassam 
Bin 
Meet Dr. 
Kassam 
Kassam 
Gets Quick 
Review 
Take 
Away 
Chart 
Process & 
Check-out 
Records/ 
Database 
System 
Dictation 
Chart 
Storage 
System 
Door Tag 
System 
See Other 
Patients 
SUPPORT 
PROCESSES 
Sign In 
Waiting 
Room 
Front 
Desk 
Front 
Desk 
Hallway Exam 
Room 
MRI & 
Chart 
Exam 
Room 
MRI & 
Chart 
Door Tag Waiting 
Room 
Check-out 
Room 
Waiting 
Room 
Line of Interaction 
Line of Visibility 
Responds Follow to 
Exam Rm 
Answer 
Questions 
Ask 
Questions 
Return 
Door Tag 
Check-out, 
Pay, & 
Leave 
Check-in 
Welcome 
Get 
Patient 
Chart 
See Other 
Patients 
Process 
See Other 
Patients 
Brings 
Door Tag 
Back 
Call 
Patient 
Grab 
Door Tag 
Escort to 
Exam Rm 
Chart in 
To Be 
Seen Bin 
Write Rm 
# on 
Schedule 
See Other 
Patients 
Grab 
Chart 
from Bin 
Chart 
Taken by 
Staff 
Check 
Patient 
Location 
Check 
Patient 
Location 
Schedule 
System 
Line of Internal Interaction 
Wait Wait Wait in 
Exam Rm Wait Wait
Organization 
Enabling design/ 
Supporting journey/ 
Transforming Enterprises 
Journey 
Hub of empathy, 
understanding and strategy 
Change management 
Process Engineering 
Road mapping
Organization 
Enabling design/ 
Supporting journey/ 
Transforming Enterprises 
Journey 
Hub of empathy, 
understanding and strategy 
Change management 
Process Engineering 
Road mapping 
Touchpoint 
(macrointeraction) 
Envisioning 
Designing the moment 
Interactions 
Microinteractions
What are the interactions that 
must occur to support that 
moment—that touchpoint? 
And what are the constraints and opportunities that 
are afforded to us in designing those moments?
! 
Un-Sucking 
the touchpoint
22 
Static Interactive Human
22 
Static Interactive Human 
Touchpoints need to be human, 
and actionable.
23 
Touchpoint ≠ Channel 
Touchpoint ≠ Medium 
Touchpoint ≠ Platform
24 
Channel: 
A medium of interaction 
with customers or users.
MOBILE CHANNEL = MOBILE CONSTRAINTS + OPPORTUNITIES 
CONSTRAINTS 
Small Screen 
Awkward Input 
Distractions 
OPPORTUNITIES 
Portability 
Sensors 
Networked
Touchpoint: 
A point of interaction involving a 
specific human need in a specific 
time and place.
Touchpoint: 
A point of interaction involving a 
specific human need in a specific 
time and place.
Touchpoint: 
A point of interaction involving a 
specific human need in a specific 
time and place.
Touchpoint: 
A point of interaction involving a 
specific human need in a specific 
time and place.
KOREA’S HOME PLUS 
VIRTUAL GROCERY STORES 
TOUCHPOINT 
PURCHASE 
GROCERIES 
CHANNELS 
PHYSICAL (BILLBOARD) 
AND 
MOBILE PHONE
KOREA’S HOME PLUS 
VIRTUAL GROCERY STORES 
The customer 
doesn’t care about 
the channels—but 
we do. 
We need to know 
what limits us, or 
what opportunities 
we have: print 
display, physical 
environment, 
mobile technology. 
TOUCHPOINT 
PURCHASE 
GROCERIES 
CHANNELS 
PHYSICAL (BILLBOARD) 
AND 
MOBILE PHONE
CHANNEL 
CHANNEL 
CHANNEL 
CHANNEL 
CHANNEL 
CHANNEL 
TOUCHPOINT
33 
We want to 
orchestrate our 
touchpoints. 
What is each 
instrument doing? 
How and when are 
they doing it?
person 
(with need) 
organization 
(value proposition 
in action)
person 
(with need) 
touchpoint 
organization 
(value proposition 
in action)
person 
(with need) 
touchpoint 
organization 
(value proposition 
in action) 
How do we support this?
36 
Thinking (framing) 
Thinking (framing) 
Feeling (motivations) 
With whom 
Artifacts 
Doing (behavior) 
Where 
Seeing 
Hearing 
When
person 
organization - enjoyment +
person 
organization - enjoyment +
person 
+ 
enjoyment - How do we design to support all of these? 
organization
(Simplified) Touchpoints for a car sharing service 
specific need at 
this time and place 
Sign Up 
channels involved 
to support this 
Desktop web 
(provide information) 
Mail/Keycard 
(receive membership 
card in mail) 
specific need at 
this time and place 
Reserving Car 
channels involved 
to support this 
Mobile App 
(find & reserve) 
Text Msg 
(confirm reservation 
and location) 
specific need at 
this time and place 
Begin Rental 
channels involved 
to support this 
Keycard 
(car entry) 
In-dash screen 
(PIN authorization) 
specific need at 
this time and place 
Get Help/Support 
channels involved 
to support this 
In-dash screen 
(call for help/support) 
Mobile phone 
(call for help/support) 
Some other touchpoints: finding parking, fueling car, 
ending reservation, checking usage/billing
We have our touchpoint— 
a moment in time. 
We know what is afforded to us—people, places, 
things—to support this moment. 
What’s missing?
Feeling, thinking, doing.
Feeling, thinking, doing. 
Motivations Framing Behaviors
BETTER UNDERSTAND 
YOUR TOUCHPOINTS 
Describe 
Characterize 
Measure
42 
Every touchpoint should 
have a value proposition. 
! 
It must justify it’s value, and 
contribution to the overall journey.
Touchpoints should be: 
Appropriate context + culture 
Relevant meeting needs/functional 
Meaningful importance/purpose 
Endearing subtle, playful, delight 
+ 
Connected seamless in the journey 
*Todd Wilkens
Characterizing touchpoints 
Exclusive Critical 
(directly supports value prop) 
Enhancement Sequential 
Continuing Repair/Recovery Required (by user) Frequent
Password recovery 
Repair/Recovery 
Product returns
46 
Sequential 
Required 
Computer validation
47 
Enhancement 
Free try-on
Designing discreet 
touchpoints, but with the 
DNA of the whole journey.
“You set their expectations high for 
what you can do for them, maybe 
even connect to some deep emotional 
need, and then dash their hopes when 
they experience the reality of your 
service.” 
$2–$5 Billion 
Planning & 
Design of 
Services 
$40 Billion 
Ad Spend Service 
Anticipation 
Gap 
Brandon Schauer 
http://www.adaptivepath.com/ideas/serious-service-sag/ photo by Seal Beach AT&T
OVERCOMING SAG 
Capture lost revenues from the Service Anticipation Gap 
by applying just a portion of the overwhelming ad spends 
on the optimization and creation of services. 
Awareness Entry Engagement Action 
Traditional Ad Spends Service Investments 
Inferences Highly measurable 
Fades quickly Long-lasting investment 
Diminishing returns Increasing returns
(Comcast is one of the most hated companies in the United 
States ,because of it’s poor customer service) 
Comcast CEO Brian Roberts vowed Tuesday to bring Uber-like 
quality to the company's much-maligned customer service. 
! 
Uber "is fantastic," he said, wielding his iPhone to demonstrate 
a new Comcast app that lets customers schedule an 
appointment and troubleshoot set-top boxes remotely. "I need 
to (be able) to push the button and see where my truck is. 
We're beginning to make our service look like Uber.” 
! 
- USA TODAY
service experience 
Orchestrated experience among all 
parts of the service, from people to 
objects to places to interfaces 
product experience 
Typically an experience between 
person and single touchpoint, 
usually a digital product 
illustration: Jamin Hegeman
DEFINING THE JOURNEY 
WHOLE JOURNEY 
TOUCHPOINTS 
WITHIN THE JOURNEY 
OTHER EVENTS 
WITHIN THE JOURNEY 
Buying a home vs. getting a mortgage 
Going on a trip vs. being a passenger 
Using transportation vs. buying a car 
The whole journey involves more than, and 
extends past, the touchpoints of your company.
How do we create new and redefine existing roles? 
How do we implement metrics to measure a 
a holistic cross-channel experience? 
How should organizations be structured for 
sustainable experience strategy, planning, 
and design? 
55 
Moving Forward
56 
Airbnb commissioned a Pixar animator to storyboard an entire trip 
experience frame by frame. 
! 
The 30 slides now hang around Airbnb’s product studio…each 
radiating empathy for each particular emotional moment in a trip: 
the guest’s arrival at the airport, her transportation, the first 
interaction with the host, and more. 
! 
When we critique our designs, we 
literally say, ‘Which frame is this helping 
to improve?’ 
! 
— Joe Gebbia, co-founder Airbnb 
! 
! 
Fast Company, April 2014 
“ 
”
57 
Thank you! 
Orchestrating Touchpoints 
Chris Risdon 
@chrisrisdon 
#touchpoints

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Orchestrating Service Experiences Across Touchpoints

  • 1. Orchestrating Touchpoints Chris Risdon @chrisrisdon #touchpoints
  • 2. I’m a digital product designer
  • 5. ...and not just digital
  • 6. 6 Product /Service Digital UX Empathy Design Thinking Informed Strategy
  • 7. 6 Product /Service Physical Space Call Center Digital UX Empathy Design Thinking Informed Strategy
  • 8. 6 Product /Service Physical Space Call Center Digital UX Empathy Design Thinking Informed Strategy
  • 9. 6 Product /Service Physical Space Call Center Digital UX Empathy Design Thinking Informed Strategy
  • 10. 6 Organization Product /Service Physical Space Call Center Digital UX Empathy Design Thinking Informed Strategy
  • 11. 7 Retail Hotel Rail Travel Cruise Insurance
  • 12. service experience Orchestrated experience among all parts of the service, from people to objects to places to interfaces product experience Typically an experience between person and single touchpoint, usually a digital product illustration: Jamin Hegeman
  • 13. 9 Maintaining empathy in the face of increased complexity.
  • 17. 13 Design for experiences that unfold over time and through many different touchpoints.
  • 18.
  • 19. 15
  • 21. Service Blueprint of Presby Neuro Clinic PHYSICAL EVIDENCE PATIENT ACTIONS ONSTAGE CONTACT PERSON BACKSTAGE CONTACT PERSON Front Desk Debbie’s Chart Cart ? ? ? ? ? Records/ Database System Bin System Check Vitals & Ask Quest Place in Kassam Bin Meet Dr. Kassam Kassam Gets Quick Review Take Away Chart Process & Check-out Records/ Database System Dictation Chart Storage System Door Tag System See Other Patients SUPPORT PROCESSES Sign In Waiting Room Front Desk Front Desk Hallway Exam Room MRI & Chart Exam Room MRI & Chart Door Tag Waiting Room Check-out Room Waiting Room Line of Interaction Line of Visibility Responds Follow to Exam Rm Answer Questions Ask Questions Return Door Tag Check-out, Pay, & Leave Check-in Welcome Get Patient Chart See Other Patients Process See Other Patients Brings Door Tag Back Call Patient Grab Door Tag Escort to Exam Rm Chart in To Be Seen Bin Write Rm # on Schedule See Other Patients Grab Chart from Bin Chart Taken by Staff Check Patient Location Check Patient Location Schedule System Line of Internal Interaction Wait Wait Wait in Exam Rm Wait Wait
  • 22. Organization Enabling design/ Supporting journey/ Transforming Enterprises Journey Hub of empathy, understanding and strategy Change management Process Engineering Road mapping
  • 23. Organization Enabling design/ Supporting journey/ Transforming Enterprises Journey Hub of empathy, understanding and strategy Change management Process Engineering Road mapping Touchpoint (macrointeraction) Envisioning Designing the moment Interactions Microinteractions
  • 24. What are the interactions that must occur to support that moment—that touchpoint? And what are the constraints and opportunities that are afforded to us in designing those moments?
  • 25. ! Un-Sucking the touchpoint
  • 27. 22 Static Interactive Human Touchpoints need to be human, and actionable.
  • 28. 23 Touchpoint ≠ Channel Touchpoint ≠ Medium Touchpoint ≠ Platform
  • 29. 24 Channel: A medium of interaction with customers or users.
  • 30. MOBILE CHANNEL = MOBILE CONSTRAINTS + OPPORTUNITIES CONSTRAINTS Small Screen Awkward Input Distractions OPPORTUNITIES Portability Sensors Networked
  • 31. Touchpoint: A point of interaction involving a specific human need in a specific time and place.
  • 32. Touchpoint: A point of interaction involving a specific human need in a specific time and place.
  • 33. Touchpoint: A point of interaction involving a specific human need in a specific time and place.
  • 34. Touchpoint: A point of interaction involving a specific human need in a specific time and place.
  • 35. KOREA’S HOME PLUS VIRTUAL GROCERY STORES TOUCHPOINT PURCHASE GROCERIES CHANNELS PHYSICAL (BILLBOARD) AND MOBILE PHONE
  • 36. KOREA’S HOME PLUS VIRTUAL GROCERY STORES The customer doesn’t care about the channels—but we do. We need to know what limits us, or what opportunities we have: print display, physical environment, mobile technology. TOUCHPOINT PURCHASE GROCERIES CHANNELS PHYSICAL (BILLBOARD) AND MOBILE PHONE
  • 37. CHANNEL CHANNEL CHANNEL CHANNEL CHANNEL CHANNEL TOUCHPOINT
  • 38. 33 We want to orchestrate our touchpoints. What is each instrument doing? How and when are they doing it?
  • 39. person (with need) organization (value proposition in action)
  • 40. person (with need) touchpoint organization (value proposition in action)
  • 41. person (with need) touchpoint organization (value proposition in action) How do we support this?
  • 42. 36 Thinking (framing) Thinking (framing) Feeling (motivations) With whom Artifacts Doing (behavior) Where Seeing Hearing When
  • 43. person organization - enjoyment +
  • 44. person organization - enjoyment +
  • 45. person + enjoyment - How do we design to support all of these? organization
  • 46. (Simplified) Touchpoints for a car sharing service specific need at this time and place Sign Up channels involved to support this Desktop web (provide information) Mail/Keycard (receive membership card in mail) specific need at this time and place Reserving Car channels involved to support this Mobile App (find & reserve) Text Msg (confirm reservation and location) specific need at this time and place Begin Rental channels involved to support this Keycard (car entry) In-dash screen (PIN authorization) specific need at this time and place Get Help/Support channels involved to support this In-dash screen (call for help/support) Mobile phone (call for help/support) Some other touchpoints: finding parking, fueling car, ending reservation, checking usage/billing
  • 47. We have our touchpoint— a moment in time. We know what is afforded to us—people, places, things—to support this moment. What’s missing?
  • 49. Feeling, thinking, doing. Motivations Framing Behaviors
  • 50. BETTER UNDERSTAND YOUR TOUCHPOINTS Describe Characterize Measure
  • 51. 42 Every touchpoint should have a value proposition. ! It must justify it’s value, and contribution to the overall journey.
  • 52. Touchpoints should be: Appropriate context + culture Relevant meeting needs/functional Meaningful importance/purpose Endearing subtle, playful, delight + Connected seamless in the journey *Todd Wilkens
  • 53. Characterizing touchpoints Exclusive Critical (directly supports value prop) Enhancement Sequential Continuing Repair/Recovery Required (by user) Frequent
  • 55. 46 Sequential Required Computer validation
  • 57. Designing discreet touchpoints, but with the DNA of the whole journey.
  • 58. “You set their expectations high for what you can do for them, maybe even connect to some deep emotional need, and then dash their hopes when they experience the reality of your service.” $2–$5 Billion Planning & Design of Services $40 Billion Ad Spend Service Anticipation Gap Brandon Schauer http://www.adaptivepath.com/ideas/serious-service-sag/ photo by Seal Beach AT&T
  • 59. OVERCOMING SAG Capture lost revenues from the Service Anticipation Gap by applying just a portion of the overwhelming ad spends on the optimization and creation of services. Awareness Entry Engagement Action Traditional Ad Spends Service Investments Inferences Highly measurable Fades quickly Long-lasting investment Diminishing returns Increasing returns
  • 60.
  • 61.
  • 62. (Comcast is one of the most hated companies in the United States ,because of it’s poor customer service) Comcast CEO Brian Roberts vowed Tuesday to bring Uber-like quality to the company's much-maligned customer service. ! Uber "is fantastic," he said, wielding his iPhone to demonstrate a new Comcast app that lets customers schedule an appointment and troubleshoot set-top boxes remotely. "I need to (be able) to push the button and see where my truck is. We're beginning to make our service look like Uber.” ! - USA TODAY
  • 63. service experience Orchestrated experience among all parts of the service, from people to objects to places to interfaces product experience Typically an experience between person and single touchpoint, usually a digital product illustration: Jamin Hegeman
  • 64. DEFINING THE JOURNEY WHOLE JOURNEY TOUCHPOINTS WITHIN THE JOURNEY OTHER EVENTS WITHIN THE JOURNEY Buying a home vs. getting a mortgage Going on a trip vs. being a passenger Using transportation vs. buying a car The whole journey involves more than, and extends past, the touchpoints of your company.
  • 65. How do we create new and redefine existing roles? How do we implement metrics to measure a a holistic cross-channel experience? How should organizations be structured for sustainable experience strategy, planning, and design? 55 Moving Forward
  • 66. 56 Airbnb commissioned a Pixar animator to storyboard an entire trip experience frame by frame. ! The 30 slides now hang around Airbnb’s product studio…each radiating empathy for each particular emotional moment in a trip: the guest’s arrival at the airport, her transportation, the first interaction with the host, and more. ! When we critique our designs, we literally say, ‘Which frame is this helping to improve?’ ! — Joe Gebbia, co-founder Airbnb ! ! Fast Company, April 2014 “ ”
  • 67. 57 Thank you! Orchestrating Touchpoints Chris Risdon @chrisrisdon #touchpoints