Next Generation Customer Experience 2015 (past event)

March 23 - 25, 2015

Omni Hotels & Resorts, San Diego, CA

Contact Us: 1.888.482.6012

Day 1: Customer Experience Strategy & Design

7:45 am - 8:35 am Continental Breakfast & Registration

8:35 am - 8:40 am Welcome Remarks

8:40 am - 8:50 am Chairperson’s Opening Address

Brenda Morris, Board of Directors at Boot Barn

Brenda Morris

Board of Directors
Boot Barn

8:50 am - 9:10 am Keynote: How To Utilize Co-Creation To Better Deliver On Customer Needs

Michael will share Gap Inc’s MINDSPARK method of co-creation, which is being used to evolve ideas in new products, store design, marketing and more. In addition to co-creating with customers, The MINDSPARK method has been used to co-create with employees, leading to higher engagement, better ideas and stronger overall culture of creativity.

Michael Perman, Dean of Innovation at Gap, Inc.

Michael Perman

Dean of Innovation
Gap, Inc.

9:10 am - 9:30 am Keynote: Harnessing Voice of Customer Analytics To Drive Better Business Results

To keep pace with today’s omnichannel consumers, organizations have to take a new look at the customer journey and provide the trusted content, authoritative advice and seamless experiences that these in-control customers demand. Success in this environment requires innovation across the customer life cycle — from optimizing customer acquisition through analyzing the customer experience to predicting future purchase behavior. In this session, we will share:

• How the customer experience significantly impacts consumer behavior.
• How today’s forward-thinking companies are acting on voice of customer insights gained by scientifically measuring the customer experience.
• Results from our latest research highlighting trends and experiences that will inform strategies for 2015
Eric Feinberg, Senior Director, Product Strategy at Answers

Eric Feinberg

Senior Director, Product Strategy
Answers

9:30 am - 9:50 am Presentation: Connecting Your Brand Strategy To The Customer Experience


• Outline the role your brand plays in driving the experiences your organization creates and delivers
• Demonstrate how to represent your brand voice into everyday personal interactions with your consumers
• Show how the words you use every day should reflect your brand, who you are, the service you provide, and how you feel about your consumers

Learning Objectives:
• You will learn:
o how your brand is the consumer experience
o each person in the company must represent the brand in every interaction
the role language (both internal and external) plays in creating the experiences consumers have with your organization
Kevin Gibson, Director, Consumer Experience at Humana

Kevin Gibson

Director, Consumer Experience
Humana

9:50 am - 10:20 am Morning Refreshment & Networking Break

10:20 am - 11:20 am Workshop A: Future State Journey Mapping: Strategic Human-Centered Design

Future state journey mapping is a great tool for extracting and articulating your leadership's vision into an experience designed from your customer's perspective. In addition to transforming how your company thinks about strategy these maps serve as a powerful tool for aligning stakeholders and teams.

Not a ‘how to’ workshop, in this workshop you'll:
• Learn how to use journey maps to articulate business strategy from the customer’s perspective—What we call Future State Journey Mapping
• Be armed with tools you need to effectively use these maps to manage large initiatives, align teams, and keep focus on your customer.
• Understand how these maps differ from current state journey maps
• Leave with tips to ensure these efforts are successful
Gina Bhalwalkar, AVP, User Experience & Accessibility at Scottrade

Gina Bhalwalkar

AVP, User Experience & Accessibility
Scottrade

10:20 am - 11:20 am Workshop B: Creating A Customer Journey Map In 2 Hours At No Cost

How do you create a legendary customer experience? You take away the irritants PLUS innovate and surprise your customers with an experience that is better than expected..
There's no better way to uncover these tactics than by completing a Customer Journey Map. Often this can seem like an onerous and expensive task. It doesn't have to be.
In this fast paced workshop you'll learn how to simply and efficiently run your own Customer Journey mapping session that will help you drive innovative solutions and also drive the waste out of your process.
Filled with real case examples and hands-on exercise, participants will:
• Understand the types of journey maps you can do and when to do what kind
• The "tools" and "who" you need
• Conduct a mini Journey Mapping Session
• Leave as a Journey Mapping Maven
Lisa Brenneman, Cross Border Banking Customer Experience at TD Bank

Lisa Brenneman

Cross Border Banking Customer Experience
TD Bank

11:20 am - 12:20 pm Workshop C: Social Media For CX: A Crash Course

This workshop will walk through practical approaches for engaging in social media and how to improve customer experience strategies.

• Brand Touch Points: Holistic view of your Brand CX touch points and the customer experience delivered. What are they, how do you measure them, how do you get customer feedback?
• Social Channels: which social channels matter for your Brand and why? What matters to your customer? How do you engage or not?
• Social listening: What are your customers saying and where? Do you engage in the conversation? How? Who is representing the Brand? Is it live or Memorex (i.e. a monitor tool with a canned response)?
• Reputation Management: Social media link to customer experience and customer service
Tammy Mihailidis, Vice President, Ecommerce at Gander Mountain

Tammy Mihailidis

Vice President, Ecommerce
Gander Mountain

11:20 am - 12:20 pm Workshop D: Customer Experience Optimization—Making Your Vision A Reality

We all want our customers to be passionate and engaged with our businesses, loyal and repeating. How do we make this vision of happy, engaged, returning customers a reality – our employees! This session will focus on how to train and incentivize your employees to deliver exceptional experiences that bring your customers back over and over. Join us for this fun, interactive session where you will get to role play and have fun while learning some new ideas from your peers and Brenda.
Brenda Morris, Board of Directors at Boot Barn

Brenda Morris

Board of Directors
Boot Barn

12:20 pm - 1:20 pm Luncheon

1:20 pm - 2:20 pm Workshop E: Customer-Centric Hiring And Onboarding—Setting The Stage For World Class Experiences

It starts with identifying the successful employee profile: attributes, characteristics, skills, willingness and personality). It continues with an engaging experiential immersion into the company’s culture. The On-boarding should extended beyond the initial Orientation, and requires on-going assessing and coaching, of the employees behaviors to provide a consumer centric environment. The result: a fully bought in employee committed to the organization’s mission, vision, values and the consumer experience.
Learning Objectives:
• Crafting the ideal employee profile (assessing candidate fit)
• Behavioral Interviewing (attracting the millennial/Gen Y workforce)
• Creating and engaging on boarding journey (maintaining an engaged workforce)
Marianne Scaffidi, Director of Organizational Development & Brand Culture at Swarovski North America

Marianne Scaffidi

Director of Organizational Development & Brand Culture
Swarovski North America

1:20 pm - 2:20 pm Workshop F: Customer Experience Solutions Through Creative Problem Solving

In life and in work we solve problems by using a process of design, either consciously or subconsciously. Customer Experience design is no different – whether you call it human-centred design, co-creation or creative problem solving – it is a structured process. There are many tools that individuals and teams can utilize as part of process. This workshop will introduce you to the process of design and share some tools for use in improving your customer experience.
Kelly Harper, Director, Customer Experience Learning at BMO Financial Group

Kelly Harper

Director, Customer Experience Learning
BMO Financial Group

2:20 pm - 2:50 pm Afternoon Refreshment & Networking Break In The Solutions Zone

We’ve all experienced the roller coaster of inconsistency regarding customer experience within our organizations. One day: a rabid fan is singing our praises. The next day? Someone else is tweeting about what a nightmare we are to deal with. However, if we dig a little deeper, we find pockets where the customer experience is consistently being delivered in an exceptional way. What’s their secret? And more importantly, how do we take that secret and scale it so that our entire organization looks more like our best performers?

In this session, leading author Chip Heath, along with bright spots experts from Root Inc., will outline how to take those drivers of exceptional customer experiences and convert them into the habits, practices and behaviors of the managers who are charged with overseeing and creating that experience and ultimately change the way the entire enterprise operates.

Attendees will walk away with an understanding of how to operationalize a different customer experience by gaining:
• Knowledge on the power of bright spots in creating meaningful change
• Lessons learned from managers who are creating extraordinary customer experiences
• Information on how to scale these bright spots across the enterprise

Bridget Stallkamp, Managing Director, Root Insights at Root Inc.

Bridget Stallkamp

Managing Director, Root Insights
Root Inc.

Jim Haudan, Chairman and Chief Executive Officer at Root Inc.

Jim Haudan

Chairman and Chief Executive Officer
Root Inc.

Chip Heath, Professor & Co-Author, Decisive: How to Make Better Decisions in Life and W at Stanford Graduate School of Business

Chip Heath

Professor & Co-Author, Decisive: How to Make Better Decisions in Life and W
Stanford Graduate School of Business

Table 1: Harnessing Voice of Customer Analytics To Drive Better Business Results
Eric Feinberg, Senior Director, Product Strategy, Answers

Table 2: Storing And Accessing Customer Data In Real Time
Geriel Thornburg May, Director, Customer Experience, Genworth Financial

Table 3: Ideas For Building Brand Advocates

Table 4: Operationalizing The Customer Experience—Linking CX With Process Excellence

Table 5: Voice of the Customer—How To Get Started & Lessons Learned
Cassie Alvey, Former VP and General Manager, Mrs. Fields Gifts

Table 6: Leveraging Customer Advisory Boards
Jennifer Maldonado, Senior Program Analyst, Voice of the Gamer Program, Activision

Table 7: Thinking Like A Lean Start Up To Promote CX Innovation

Table 8: Complaint Management To Drive CX Improvement
Heather Gjerde, Social Media Specialist, Scripps Health

Table 9: Customer Co-Creation Methodologies
Kerry Bodine, Co-Author, Outside In: The Power Of Putting Customers At The Center Of Your Business

Table 10: Personas For Customer Lifetime Value
Carol Buehrens, Customer Experience Strategist, ICW Group

Carol Buehrens, Principal, Customer Experience Strategist at ICW Group Insurance Companies

Carol Buehrens

Principal, Customer Experience Strategist
ICW Group Insurance Companies

Jennifer Maldonado, Senior Business Analyst, Voice of The Customer Program at Activision Inc.

Jennifer Maldonado

Senior Business Analyst, Voice of The Customer Program
Activision Inc.

Eric Feinberg, Senior Director, Product Strategy at Answers

Eric Feinberg

Senior Director, Product Strategy
Answers

Cassie Alvey, Former VP, General Manager at Mrs. Fields Gifts

Cassie Alvey

Former VP, General Manager
Mrs. Fields Gifts

Geriel Thornburg-May, Director Of  Customer Experience at Genworth Financial Inc

Geriel Thornburg-May

Director Of Customer Experience
Genworth Financial Inc

Kerry Bodine, Co-Author at Outside In: The Power Of Putting Customers At The Center Of Your Business

Kerry Bodine

Co-Author
Outside In: The Power Of Putting Customers At The Center Of Your Business

Heather Gjerde, Social Media Specialist at Scripps Health

Heather Gjerde

Social Media Specialist
Scripps Health

4:50 pm - 5:35 pm Guest Speaker: Reinventing Your Ideas—Why The Little Things Yield Big Results

Why have thousands of customers from around the world chosen to get the Johnny Cupcakes' logos tattooed on themselves? And how does Johnny get hundreds of people to camp outside his fake bakeries? Over the past decade Johnny Cupcakes, founded by speaker Johnny Earle, has grown from a "joke" to a multi-million dollar, highly exclusive t-shirt brand driven by a community of world-wide collectors. Johnny shares his story of how he took his t-shirt brand from the trunk of his rusty car at age 19, with a learning disability, to some of the world's most sought after retail locations.
Johnny Earle, CEO at Johnny Cupcakes

Johnny Earle

CEO
Johnny Cupcakes

5:35 pm - 11:59 pm Welcome Cocktail Reception