December 2, 2009

Rosetta Stone
One of the most visited posts on this blog is titled, Empathic Research Methods and Design Strategy. Indeed, if you google or bing “empathic research”, the post pops to the top few links, or vey close, often even ahead of IDEO. My aim in that post was to add to points made by Adam Silver, a Strategist at Frog Design, noting that globalization and digitalization in the 1990s resulted in product and service interfaces with more culturally diverse and geographically distributed customers. The combination of these economic and social forces led designers to search for new methods to augment artistic intuition about form and function. Considerations of form and function also required attention to feel, emotions, features, and interactivity attuned to the needs, wants, and beliefs of users/customers. The power of ethnographic research to discern empathic insights by observing and interpreting people’s cultural activity is now widely recognized.
Recognizing the implications of globalization for design and marketing is certainly not new. The now classic book, The Design Dimension, by Christopher Lorenz, explained the crux of the point as early as 1986. Lorenz noted that,
…globalization does not mean the end of market segments, but their explosion to worldwide proportions. Far from declining, the number of market segments may actually increase…Though industrial designers frequently can – and do – substitute for the absence of marketing imagination. In most companies the most potent force for imaginative marketing and product strategy is a real partnership between marketing and design (pp. 146-147).
The significance of Lorenz’ point came back to me recently while reading “How does our language shape the way we think?“, by Lera Boroditsky, an Assistant Professor of Psychology, Neuroscience, and Symbolic Systems at Stanford University. Boroditsky’s research into language and thought complements a key point made in Malcolm Gladwell’s book Outliers, Gladwell informs us that one basic reason exists for the tendency of Chinese students to outperform others in math skills. Quite simply,
Take a look at the following list of numbers: 4,8,5,3,9,7,6. Read them out loud to yourself. Now look away, and spend twenty seconds memorizing that sequence before saying them out loud again.
If you speak English, you have about a 50 percent chance of remembering that sequence perfectly. If you’re Chinese, though, you’re almost certain to get it right every time. Why is that? Because as human beings we store digits for about two seconds at a time. We most easily memorize whatever we can say or read within that two second span. And Chinese speakers get that list of numbers—4,8,5,3,9,7,6—right almost every time because—unlike English speakers—since the Chinese language allows them to fit all those seven numbers into two seconds.
Whereas Gladwell’s interest is in the way language and culture affect our view of talent, Boroditsky is interested in whether, and how, language shapes the contours of thought itself, the kinds of questions people who speak a language are able to ask, and the kinds of significant symbols they recognize. Boroditsky’s research looks at an old question, and controversy, in anthropology and sociolinguistics — the Sapir-Whorf hypothesis.
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Brands, Customer Experience, Experience Design | Tagged: empathic research, Ethnography, Experience Design, globalization, linguistic relativity, lorenz, marketing, sapir-whorf |
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Posted by Larry Irons
October 22, 2009

Chilling Tales from the Porcelain Seat
You know social networking is going mainstream when service companies like Roto-Rooter start using it. My sewer line backed up yesterday and I called Roto-Rooter to clean it. The guy came out like always, did the job, and I paid him. As he handed me the receipt he also gave me a flyer that asked me to go to either Google, Yahoo, Citysearch, or superpages.com and write a review of the service. Once a week Roto-Rooter selects a name from the reviews submitted on any of these search engines and refunds the cost of the service. It doesn’t say whether the selection process is random or related to the sentiment of the review.
I was a little surprised that such an old-world service like plumbing would encourage customers to review their work. I guess that impression comes from a recent review I wrote on Yelp about another plumbing company in St. Louis. My review was far from flattering. Anyway, I thought Roto-Rooter’s engagement of social networking interesting enough to check out their activity. Sure enough, they have a blog that Paul Abrams, the Public Relations Manager, updates regularly, and Roto-Rooter maintains a presence on a range of social network channels. From their blog,
Follow us at Twitter under @RotoRooter and here’s our main page on Facebook. You’ll even find a Roto-RooterTV channel on YouTube where you can see pet rescues, old commercials and instructional videos for DIYers. Then check out our photos on Flickr.
And, just in case you are wondering, the service was excellent though it isn’t one I like needing to buy.
Posted by Larry R. Irons
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Customer Experience, Social Networks, social media | Tagged: Customer Experience, plumbing, social media, social media marketing, social network, social networking |
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Posted by Larry Irons
October 13, 2009

Courtesy of mtsofan's photostream on flickr.
I’ve known Steve Finikiotis over at Touchpoints for some time, and especially appreciate his concept of the Validation Principle. I’ve seen the Validation Principle at work in my own experience managing online communities, as well as participating in many online communities. The key to any online experience is engagement, and engagement means relating empathically to other people in a way that they appreciate. Steve recently outlined the relevance of the Validation Principle to Twitter use, and other social media, in a succinct way.
If you use Twitter or any of the other social networking tools, you’re bound to notice how much people crave acceptance and appreciation…Its obvious that people like being shown appreciation, but there’s more to being appreciated than meets the eye…When we’re validated by others, we’re inclined to bond with them. I call this the Validation Principle, and it’s one of the keys to building durable customer relationships.
The bond Steve is alluding to is a key part of any successful customer community. It contributes significantly to a community’s duration. Developing such bonds though is not an easy process, requiring time as well as attention. It involves learning from customers, and it involves their learning from your actions in relating to them.
Rule number one in managing customer communities is don’t fail to listen. Additionally, failing to recognize that customers know you are listening but feel like you just aren’t hearing them is equally damaging. Sometimes it is possible to listen effectively in an online community itself. Other times, you may need to actually do research to directly engage and validate passive members who mostly consume content (sometimes referred to as lurkers) to really understand the dynamics of an issue playing out in an online customer community.
What have you learned from engaging passive content consumers in customer communities?
Posted by Larry R. Irons
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Brands, Customer Communities, Customer Experience | Tagged: customer community, empathy, empathy with customers, validation principle |
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Posted by Larry Irons
August 27, 2009

Source: David Armano "Social Business by Design"
My first corporate position carried the title Methods Analyst, working for a large billing center serving a telephone company. One of my main tasks in that role involved learning how other employees performed their work and documenting it. On each project I typically spent several hours observing people work (what some today call rapid ethnography or guerilla ethnography) and then did in-depth interviews of the people I observed. Usually, at the end of my observation, I took responsibility for doing the work for a brief time under their watchful eye. In some sense you could say my work required me to continuously cross train in other people’s work, analyze the process, and write it up in a technical document. The main insight I took away from that experience was an appreciation for the importance played by empathy in effective collaboration.
First off, collaboration isn’t just about people sharing information to achieve common goals. Collaboration is about people working with other people to achieve common goals and create value. Advocates of Enterprise 2.0 sometimes make the fundamental mistake of arguing that collaboration is really only about achieving business goals, leaving the implication that incorporating social software into the work flow of organizations is sufficient. Even though goal-orientation is a big part of collaborating, collaboration requires more to achieve goals effectively. It requires shared experience. As Dev Patnaik and Evan Rosen recently noted, empathy and collaboration go hand in hand.
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Brands, Change Management, Collaboration, Customer Experience, Enterprise 2.0, social business design, social media | Tagged: Collaboration, Customer Experience, Dachis Group, Enterprise 2.0, social business design, social media, social network |
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Posted by Larry Irons
April 20, 2009

- The Cynefin Framework
As noted in a previous post, the promises made by brands are increasingly judged on whether they converge with the customer experience across channels of service in organizations. The challenge is a longstanding one for all organizations. However, the increasing adoption of social media makes the challenge more pressing as word of mouth (WOM) from customers, suppliers, competitors, or others amplifies their ability to communicate their experience with your brand to others. Word of mouth communities and networks using social software are increasingly spread over regional, national, and international borders, making them much more important to those who market branded products and services, online and off.
Speaking the language of customer-centricity is not good enough. Companies must talk-the talk and walk-the-walk for brand strategy. Brand strategies are most effective when based in the design and delivery of business services themselves. Listening to the conversations people engage online about a topic (such as your brand), and eliciting the participation of those people in the development and refinement of products and services, are two key parts of an experience design strategy. Even though you may think this is a “Duh!” insight, consider recent findings on the engagement gap.
PriceWaterhouseCooper’s 12th Annual CEO Survey recently reported that most CEOs,
…believe that data about their customers (94%), brand (91%) and employees (88%) are important or critical to long-term decision-making. However, strikingly low percentages of CEOs say they have comprehensive information in these and other critical areas that contribute to organisational agility. Just 21% have comprehensive information about the needs and references of customers and clients. Less than one third feel they have all the information they need about reputation (31%) and the views and needs of employees (30%).
Not surprisingly, the ability to anticipate customer needs is the widest gap between the information CEOs report they need to make decisions about the long-term success of their businesses, and what they currently possess. This post explores the Cynefin (pronounced cunevin) Framework as a helpful approach for thinking about the importance of dialogue with customers in efforts to bridge insight and action.
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Customer Communities, Customer Experience, Experience Design, Social Networks, social media | Tagged: brand, co-creation, community, Customer Experience Management, Cynefin Framework, dialogue, Experience Design, social media, WOM, word of mouth |
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Posted by Larry Irons
April 6, 2009
The topics discussed at Skilful Minds fall in a range of challenges involved in translating strategic business goals, and the complex needs of people, into exceptional experiences, for employees who provide products and services and those who consume them, whether the latter are customers, users, learners, or just plain people. Commentators and practitioners of experience design tend to focus on the latter while largely ignoring the former. A few recent posts by influentials speak directly to these concerns and merit specific attention for their insights into experience design and brands.
The underlying theme is that brands are not simply about the way customers view products and services. The way employees engage customers in the design, development, and delivery of those products and services is also crucial to brands. However, exhorting employees to live the brand and talk customer-centricity is a prescription for failure when isolated from transformational changes to a company’s engagement with customers.
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Brands, Change Management, Customer Experience, Experience Design, social media | Tagged: brand, Customer Experience, dialogue, Experience Design, PR 2.0 |
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Posted by Larry Irons
November 18, 2008
At least since publication of the Cluetrain Manifesto, with its meme that markets are conversations, observers noted the importance of what customers say about a brand, online and off — but especially those online. However, a somewhat subtler point from Cluetrain is increasingly relevant to brands and social media. The point was made in the book’s Thesis 39: “The community of discourse is the market.” In fact, the thesis actually consists of several ancillary ones: Read the rest of this entry »
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Brands, Customer Communities, Customer Experience, Experience Design, Web 2.0, social media | Tagged: brand, cluetrain, dialogue, emotion, social media, Web 2.0 |
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Posted by Larry Irons
November 11, 2008

Whirlpool CentralPark Connection
I’ve been meaning to write about Dan Saffer’s Masters Thesis since reading it a couple of years ago. A recent post by Mike Kuniavsky provides an opportunity to do so. Also, it appears that Dan left his position at Adaptive Path to found Kicker Studio, a product design company. In The Role of Metaphor in Interaction Design, Dan noted that metaphors help users/customers understand new products and services by providing cues that orient and personify the experience of the familiar with the new.
In other words, metaphors help us understand one thing in terms of another by highlighting similarities between the two, while at the same time implicitly recognizing differences. Dan also added that metaphors introduced to facilitate adoption of a new product can also limit its innovation in other ways. He specifically pointed to the Workspace is a Desktop metaphor, which conceptualizes the computer as an office tool primarily. I would add that the metaphor contributed to the myth of the paperless office by obscuring the differences between desktops and graphical user interfaces. Specifically, Dan contended that,
it could be argued that the desktop metaphor has hindered the development of ubiquitous computing as much as some hardware factors (p.22).
At the same time, he observed that the desktop metaphor was much more effective in gaining the widespread adoption of computers when compared to the previous metaphor, i.e. computers as programming environments. He recommended that whenever designers use a metaphor in a new product they need to begin with what is new, the subject of the metaphor, rather than what the metaphor refers to. In other words, don’t force functionality into a metaphor. Use the metaphor to support a concept rather than the other way around. The point builds on the design principle of Cooper, Reiman, and Cronin in About Face 3.0 to, “Never bend your interface to fit a metaphor” (p. 279).
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Customer Experience, Experience Design, Ubiquitous Computing, User Experience, Web 2.0 | Tagged: Ceiva, clutter, Experience Design, intelligent refrigerator, metaphor, Ubiquitous Computing, whirlpool |
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Posted by Larry Irons
October 1, 2008
Keeping up with social media is a real challenge these days. However, one theme seems constant whenever you read blogs about social media, especially among marketers and so-called optimizers who target, target, target to drive, drive, drive customers to their client’s social media asset, i.e. video, blog, community, etc. You would think advocates of social media are Rowdy, Gil, Jed, or one of the other actors on Rawhide.
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Brands, Customer Experience, Experience Design, User Experience, Web 2.0, social media | Tagged: customer engagement, Experience Design, SEO, social media, social media optimization, targeting, Web 2.0 |
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Posted by Larry Irons
August 29, 2008
A few weeks ago, we drew from the 2008 Tribalization of Business Study, sponsored by Beeline Labs, Deloitte, and the Society for New Communications Research, to discuss the gap between the importance many enterprises attribute to the development of communities and the accompanying investment in that engagement strategy, whether focused on internal stakeholders, or externally on customers.
We noted that the findings of the Tribalization study point to a Community Gap. Yet, drawing from Rachel Happe, we also pointed out the differences between the conversations characterizing social media and the conversations of a community. The distinction is important to keep in mind when considering an overall strategy for connecting with and engaging people online, whether they are employees, suppliers, or customers. After reading two recent research efforts, one from Fleishman-Hillard and the other from Forrester Research, it is clear that the Community Gap is one manifestation of a larger gap, the Engagement Gap.
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Brands, Community 2.0, Customer Communities, Customer Experience, Experience Design, Web 2.0, social media | Tagged: Customer Experience, engagement, social media, Web 2.0 |
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Posted by Larry Irons
August 7, 2008
The social networking capabilities of Web 2.0 technologies provide numerous opportunities for product and service providers to engage customers. Two interesting examples of companies reaching out to engage their customers come from the footwear industry, specifically Nike and adidas. Some of you may already know about these two examples. However, the difference in social networking strategy between the two is worth thinking about.
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Brands, Customer Communities, Customer Experience, Experience Design, Social Networks, Web 2.0, social media, v-Tags | Tagged: adidas, customer community, nike, social networking, visual tags, Web 2.0 |
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Posted by Larry Irons
July 20, 2008
Adam Silver, a Strategist at Frog Design, recently wrote an insightful article, “Calculated Design”, in the company’s online magazine — design mind. I want to discuss the article because it touches on several key issues relating to innovation and designing products and services for the experience of users/customers. Adam notes that as globalization and digitalization emerged in the 1990s the trend resulted in product and service interfaces with more culturally diverse and geographically distributed audiences and a fragmented market. The combination of these forces led designers to search for new methods to augment artistic intuition. Considerations of form and function also required attention to feel, features, and interactivity attuned to the needs, wants, and beliefs of specific users/customers.
As Adam observes, ethnography was one of the first new methods incorporated by design research to meet these challenges in the market. However, he thinks ethnography is, on its own, unable to provide the kind of information needed to validate product and service ideas across wide audiences. Read the rest of this entry »
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Customer Experience, Experience Design, Innovation, User Experience | Tagged: empathic research, empathic research methods, empathic research strategy, empathy with customers, Ethnography, Experience Design, Innovation |
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Posted by Larry Irons
June 9, 2006
I started reading The Persona Lifecycle by John Pruitt and Tamara Adlin over the past week, all 700 plus pages. The book provides a detailed overview of how to use personas, though mostly focused on interactive applications such as web design and software. I cannot review the whole book here, largely because of its length, but also because it does not seem like a book the authors designed for people to read through. It is more like a nicely woven set of concepts, practical insights, and toolkits around the topic of personas. In addition, it provides five original contributions, as individual chapters, by well-known authorities in user centered design. Read the rest of this entry »
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Brands, Customer Experience, Experience Design, User Experience | Tagged: Customer Segmentation, Experience Design, Persona |
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Posted by Larry Irons
January 3, 2006
“The best companies find ways to tune in to customers’ voices every day,” The Three “Ds” of Customer Experience…
Focusing on how to engage customers in dialogue, how to converse with customers is among the greatest challenges, and opportunities, facing companies today. Conversing with customers requires a focus on their experience with existing products and services as well as the design of new ones. It means developing business processes to deliver products and services that are not self-oriented, but customer-oriented; not inside-out, but outside-in.
Customer Experience Management (CEM) is a term used by many people to describe the methods for developing customer-orientation instead of self-orientation in business processes. CEM is one of those terms offering something to lots of different people. As a result, it is sometimes confused with the very services it claims to offer management advice on applying. A recent series of posts on LivePath provide an interesting discussion on what makes CEM different from CRM, User Experience Design, and Experiential Marketing. If you employ these buzz words in describing the services your company offers, I strongly encourage a close reading of these posts by Leigh Duncan. Although I might quibble with some of the distinctions made within each functional area of CEM that Leigh outlines, the overall strategy for making sense of what CEM offers is sound.
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Customer Communities, Customer Experience, Experience Design, Innovation | Tagged: CEM, CRM, Customer Experience Management, user experience |
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Posted by Larry Irons
November 1, 2005
Booz, Allen, Hamilton recently reported on their Global Innovation 1000 research in “Money Isn’t Everything.” We briefly mentioned the report here. However, the findings are significant enough that an indepth discussion is needed.
So, why do I think the findings of the research are significant? Read the rest of this entry »
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Brands, Customer Communities, Customer Experience, Innovation | Tagged: customer dialogue, Customer Experience, Innovation, product development, R&D |
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Posted by Larry Irons