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Transforming 
Experiences 
with 
Service Design
TesaniDesign.com
@tesanidesign
@jasonfiske
TesaniDesign.com
@tesanidesign
@jasonfiske
Sr. Strategist
Interactive and Online Services
Co‐Owner
Tesani Design
Email
Online Banking
Web Content
Farm Mgmt Software
Call Centre
SEO
Mobile
Website
Relationship Staff
Social Media
FCC Online Experience
Service Design
A shift to a services economy
http://faculty.washington.edu/karyiu/confer/seoul06/papers/kim_hj.pdf
“We don’t think of the Kindle Fire as a tablet. 
We think of it as a service.”
Jeff Bezos, CEO of Amazon
80% 
of companies believe they deliver 
an outstanding or a superior 
customer experience.
8% of their customers agree.
http://bain.com/bainweb/pdfs/cms/hotTopics/closingdeliverygap.pdf
How’s that working for you?
$40 Billion
Estimated dollars spent in the US 
advertising services
$2 Billion
Estimated dollars spent in the US 
designing those services
http://www.adaptivepath.com/ideas/serious‐service‐sag/
I wonder why?
You’re doing it wrong
What is Service Design?
Service Design is a method to deliver the best possible 
experience from the perspective of your user. 
Customer Service Provider
Useful
Usable
Desirable
Effective
Efficient
Distinctive
Experience
Design
Service
Design
Interaction
Design
A great experience 
between a person 
and a product
A great experience 
across all touch 
points.
A great experience 
across all touch 
points, while 
understanding and 
designing the 
ability to deliver 
for the long term.
Service Design
Line of sight
(Front stage)
(Back stage)
User experiences
Internal elements of service delivery
Multiple 
touchpoints Physical Evidence Physical Evidence
Front stage 
employee actions
Back stage 
employee actions
Support processes 
and IT
LogisticsBack stage 
employee actions
Image by Jesse Grimes – The challenges and opportunities of service design, 2013
Service designers come from all backgrounds
Marketing
UX Product 
Owners
Strategy
IT
Research Design
CX
InnovationOperations
Sales
SD
Data analysis/
Design Research
Preparation
• Define the problem or opportunity
• Be as specific as possible
• Determine information gaps and research needs
• Develop a plan for compiling knowledge
• Establish the team
• Engage stakeholders for participation
• Be prepared to change your approach as you go
Ecosystem Mapping
Discovery
http://www.fitch.com/think‐article/dreaming‐exploring‐locating‐understanding‐the‐new‐customer‐journey/
• Scribe and slap the following:
– Players
– Influencers
– Resources
– Channels
– Locations
– Systems
– Artifacts
• Analyze for logical organization 
and how entities relate to one 
another
Ecosystem Mapping
Discovery
Ecosystem Mapping
Discovery
Check in
Flight 
notifications
Boarding
Travel to gate
On‐flight 
entertainment
Pre‐flight 
snack
Baggage pick‐up
Pre‐flight 
snack
Ecosystem Mapping
Discovery
An ecosystem map can allow analysis to make 
considerations such as:
– Areas that are off limits within the initiative
– Other players that should be involved on the team
– Dependencies for change
– Factors that will require deep or focused research
– Initial direction on what to consider when developing the 
overarching plan
Ecosystem Mapping
Discovery
Ecosystem Mapping
Discovery
https://www.flickr.com/photos/rosenfeldmedia/8461138803/sizes/c/in/set‐72157632731881073/
Discovery
More focus on needs and less 
focus on features
Data analysis/
Design Research
Data analysis
Discovery
Design Research
Discovery
Design Research
Design research informs us by…
• Building empathy
• Challenging biases
• Understanding context
• Discovering experiential and functional needs
• Uncovering unmet needs / new opportunities
Discovery
Design Research
Discovery
Sparks Creativity
Discovery
Interviews
Focus Groups
Prototype 
Testing
Card SortingService 
Intercepts
Diaries
Service Safaris / 
Observation / 
Shadowing
Heuristic 
Evaluation
Design research tools
Design research should look and listen for...
• What triggered the use of the service?
• What were her expectations?
• What actions did she take?
• How did she feel at different points in time?
• What what was she thinking at specific moments?
• What touchpoints did she interact with?
• What people were involved?
• What were the physical locations did actions take place?
• What was her lasting impression?
Discovery
Data analysis/
Design Research
Personas
Discovery
Discovery
Discovery
From About Face: The Essentials of Interaction Design (Fourth Edition. Wiley, 2014)
Data analysis/
Design Research
Journey
• Understand your customer’s world and immerse yourself in it 
• Become empathetic to their experiences
• Learn their behaviours and motivations
• Create a tangible story
Discovery
Journey Maps
Discovery
Discovery
Why not a process map?
Journey Map Creation
• Capture data that’s representative of the customer
• Combination of workshops, interviews and some observation 
• Can include customers and customer facing staff
Discovery
Journey Map Building Blocks
Stages
Meaningful chunks of 
activities
Actions
What people are doing
Emotions
Needs, feelings and 
perceptions
People
Who is involved
Context
Place and environment
Products and 
Services
Discovery
Journey Maps ‐ FCC
• Workshops with customer facing staff across Canada.
• Mapped one journey for a common and key experience
• Captured the following data points:
– Objectives
– Doing
– Thinking
– Feeling
– Other players
– Pain points
– Quality of the experience
– Opportunities
Discovery
Journey Maps ‐ FCC
New customer, new loan to purchase land
• Farms with his brother, transitioned ownership from their father.
• New land is coming for sale next to his. It will be sold via auction
• Daryl is willing to spend up to $400K
• Has never purchased land
• They are in good financial standing with lots of equity and have 
the ability to make the down payment on the land purchase
• Daryl isn’t highly knowledgeable about lending and financing 
options
• He wants his son to be part of the process in his education toward 
transition
• In the end, they will finance with FCC
Discovery
Discovery
Journey Map Workshop Tips
• Have a detailed and specific scenario
• Start outside of your scenario and work you way in
• Use your personas
• Review both with participants before you start
• Walk through the journey in a sequential order
• Let the participants write and stick
• Have lots of sticky notes
Discovery
Discovery
Fidelity
Insert learning event journey map here
Journey Map Outcomes
• Deep understanding of your service experience
• Knowledge of channel / touchpoint preference and effectiveness
• Insight into moments of truth, pain points and opportunities
• An effective communications tool to gain alignment, empathy 
and clarity 
Discovery
Service Blueprints
Discovery
Service Blueprints
• Documents what is required to make an experience a reality
• Looks at the direct touchpoints / channels only
• Considers the perspective of the user and the provider
• Identifies pain points / opportunities for both the service user 
and the service provider
Discovery
Collaboration is key
Discovery
Service Blueprint Workshop Tips
• Make your scenario as specific as possible.
• Bring together people from diverse areas.
• Don’t solution yet – but ideation is key.
• Don’t dialogue to death on a given point.
• Assign takeaways for further analysis.
• Let participants write and stick.
Discovery
Discovery
Service Blueprint vs. Journey Maps
Blueprints:
• to identify process breakdowns 
and opportunities for process 
improvements
• Identify both internal and 
customer pain points and 
service gaps
• to inform an implementation 
plan for a new service
• to define a vision for how a 
service or touch point(s) could 
be improved
Discovery
Journey Maps:
• to identify customer pain points 
and service gaps
• to design a new service with 
customer experience at the 
core
• to examine the customer 
experience across touch points 
of a service
• to identify other factors that 
come in to play for your 
customer outside of your 
touchpoints and channels
http://www.cooper.com/journal/2015/5/journey‐map‐or‐service‐blueprint#more
Data analysis/
Design Research
• Analyze key insights
• Review pain points
• Highlight actionable 
key findings
• Establish service 
experience principles
• Creative thinking / 
High level concepts
Ideation / Conceptualize
Design
Experience Principles
Design
Needs and Insights Experience 
Principles
Strategy and Design 
Criteria
Experience Principles
Design
1. Focus on working smarter and anticipating needs
2. Instill pro‐activity to let personality shine
3. Enable guests to feel comfortable in public spaces using subtle gestures 
4. Provide options and a sense of control
5. Aim to help guests feel refreshed, refueled, and recharged
http://www.ideo.com/work/redesigned‐courtyard‐lobby‐experience
Data analysis/
Design Research
Design sprints / Prototypes
Design
Fail early, fail often 
and fail cheap
Variations of prototypes
Design
Photo credit
servicedesignmaster.com
Co‐Design
Design
Design
Day 1. Sketchboarding
“But I don’t know how to draw!” ‐ It doesn’t matter!
Design
Day 2. UX Team Sketches
Day 3. Present Sketches & Refine
Each team refines the UX sketches from scratch
Design
Day 4. Prototype
The UX team starts to prototype. (Axure, etc…)
Design
Day 5. Present to stakeholders
Present the prototype and collect feedback
Design
Prototype
• A prototype brings your concept to life
• Allows you to test the concept with users
• Can save your organization $$$
• People need to experience a service or touchpoint before 
they can tell you what really makes a difference. 
Design
Design
www.gv.com/sprint
Data analysis/
Design Research
• We spend a significant time with ‘storytelling’ to our 
customers. (marketing)
• We need to take that approach and apply storytelling to 
gaining business support and alignment. 
• Your organization should FEEL what it's like to experience 
every touchpoint.
Define
Clearly define the future vision
"Work with stakeholders until they know the 
story so well, they are constantly telling and 
retelling it themselves." 
‐ Dane Howard, eBay
Define
Clearly define the future vision
Future State Journey/Experience Map
Define
Future State Service Blueprint
Define
Storyboards
Define
http://servicedesigntools.org/sites/default/files/res_images/STORYBOARD_03_0.jpg
Prototypes
Define
Data analysis/
Design Research
Blueprinting
Prioritization
Channel roadmap
Blueprinting
service‐design‐network.org
servicedesigntools.org
TesaniDesign.com
@tesanidesign
@jasonfiske

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