Next Generation Customer Experience 2017 (past event)

March 27 - 29, 2017

Contact Us: 1.888.482.6012

Day One: Mining, Mapping and Measuring: How to Master Essential CX Strategies

07:40 - 08:20 Continental Breakfast & Registration


08:20 - 08:30 Welcome Remarks & Opening Ice Breaker


Elizabeth Robillard, Event Director at Worldwide Business Research

Elizabeth Robillard

Event Director
Worldwide Business Research

08:30 - 08:40 Chairperson’s Opening Address


Kathleen Jezierski

President & Chief Operating Officer
COPC

08:40 - 09:05 Beyond Marketing Research Versus User Research: A Call for Holistic ‘Person-Understanding’ in Business

The talk will introduce a new way of thinking about how companies approach understanding their users, customers, consumers, fans, followers etc. ¬ in short, understanding the people whose lives they affect. The new approach and mindset is applicable to companies of any size ¬ from rebellious startups to established 'captains of industry' type corporations.

The new research mindset introduced in this presentation challenges calcified assumptions about how we approach understanding customers. These assumptions are most vividly apparent in large companies whose bureaucratic structure developed through the years establishes silos and sharp boundaries between understanding people for sales and marketing purposes versus understanding people for product design and development purposes. Once we realize that the final object of our understanding are real people with real behaviors, emotions, motivations, goals, etc., we will recognize that our customer research has to have a common business objective and a co-ordinated and complementary sets of methods across the whole organization.

The talk will highlight a cross-functional, cross-silo research case study from Zappos ¬ a company that was built and operates on challenging common wisdom and the status quo.

Alex Genov

Head of UX Research and Web Analytics
Zappos.com Inc

09:05 - 09:25 The Evolution of Comcast: Shaping Customer Experience from Design to Delivery

Hear from Chris Satchell, Executive Vice President and Chief Product Officer of Comcast who will share his perspectives on how the customer experience starts with great product design through delivery and support. Mr. Satchell will also provide insights into how Comcast is evolving its approach to the customer experience from the top down.

Chris Satchell

Chief Product Officer and Executive Vice President
Comcast

09:25 - 09:45 GUEST SPEAKER: Millennials As Customers: Serving–And Profiting From–The Largest Generation In History

The millennial generation of customers (born 1980-2000) is bigger–by far–than the baby boom,and will soon represent a third of all customers in the marketplace. And within just a coupleyears will command the largest wallet share of any generation in history. Are you ready to serve them, profit from them, keep them coming back? Micah’s renowned research and writing on the subject for Forbes.com enliven this unique presentation.

Micah Solomon

Author, High-Tech, High-Touch Customer Service, Customer Service Contributo
Forbes.com

09:45 - 10:05 Driving Design with UX and Data


Alex Wright

Director of Research
Etsy

10:05 - 10:35 Case Study Revolution: Going Beyond the Survey: How to Stop Rectifying and Start Predicting

Given the staggering amount of data being collected from your customers, there should be something you can do to take that data and turn it into strategic prescriptive plans that will streamline the customer experience without the customer even knowing. Rather than just constantly reacting to complaints from your customers, this session will discuss how you can be moving from lagging indicators to leading indicators:

• Get beyond the ‘problem whack-a-mole’ world by moving from lagging indicators to leading indicators
• Create an intentional, designed experience with the right controls
• Strategies for tracking and mapping those controls and getting employees connect to the metrics • Implementing an accountability model to incent the experience going well the first time!
• Managing with leading indicators ongoing
Devon Westerholm, Sr Director, Customer Experience & Insights at formerly SunPower Corporation

Devon Westerholm

Sr Director, Customer Experience & Insights
formerly SunPower Corporation

10:35 - 11:05 Morning Refreshment & Networking Break


11:05 - 11:25 What to Be Listening For: Working Across Organizational Lines to Understand the Granularity of Data Needed by Your Business Partners

Join this session presented by Jason Kolaczkowski from Kaiser Permanente to learn a bit more about how cx strategists can be communicating better across organizational lines to understand the needs of their internal stakeholders. Points to be discussed include:

• Advocating for visibility into cross departmental goals
• Coordinating with marketing, sales, IT, eCommerce and all the customer channels to understand their business priorities
• Curate a list of things to be listening for based on what each department is looking to learn about the customer

Jason Kolaczkowski

Director of Analytics Data Analytics and Reporting Excellence Team
Kaiser Permanente

11:25 - 23:45 Get it Right: Competing and Winning on Customer Experience (CX)

CX is the frontline in today’s battle for business growth.To win, brands must know their customers across the entire customer journey. In this session you’ll learn which brands are winning on customer experience and which are falling behind as we share insights from the latest ForeSee Experience Index, a comprehensive customer experience study of 40,000 consumers. We’ll also arm you with tactical and strategic CX insights to help you drive business results throughout 2017.

Eric Feinberg

VP of Marketing
ForeSee

23:45 - 12:15 Panel: Prioritizing Your CX Projects: Road-Mapping Short and Long Term Initiatives

An effective CX strategy takes up a lot of resources, such as technology spend and talent. And sometimes those resources can be scarce. How do you best allocate those resources to projects in your pipeline? Join this panel to hear how this group of top cx strategists are mapping out their projects based on customer need and organizational resources. Panelists will discuss the following:

•Identifying top pain points through continuous feedback monitoring to know what experiences you should be working on improving
•Knowing the budget you have and understanding it’s limitations •Identifying the easier fixes to go after now and create a map that strategizes how to attack the long term issues
•What teams are involved in putting together your roadmap/who sees it and uses it once it is completed?

Sami Nuwar

World Wide Customer Experience Director
Lenovo

Jeremy Dunn

Senior Director of Sales and CX Strategy
OpinionLab

12:15 - 12:35 A Successful Omnichannel Experience Starts With “Why”

Streamlining the omnichannel customer experience must begin with a simple question, ‘why’? Join this session with Kristen Zavo to learn more about how to pinpoint your why and use it to further your strategies.

•Learn how your “why” can help you articulate your true business purpose.
•Learn how to use your “why” to overcome top omnichannel challenges.
•Understand why people do not buy what you do, but why you do it.

Kristen Zavo

Director Strategic Projects Eyecare
Luxottica

12:35 - 12:55 The Misalignment of Loyalty

Loyalty is broadly misunderstood today. Most brands think of it as a compromise - a little haircut on their margin in exchange for a way to identify the customer. But then what? Once we can identify a customer, we enroll them in a one-size-fits all program. We’ve lost the customer in the quest for customer loyalty. Through the lens of one retailer's success, we’ll reveal a new look at loyalty programs designed for the entire customer lifecycle.
Jenna Flateman Posner, SVP, Strategy at Clutch

Jenna Flateman Posner

SVP, Strategy
Clutch

We have been on journey at Frontier Communications having created a business-within-a-business, where we have been providing awesome CustomerCARE for Fortune 500, leading brands in silicon-valley software, and financial services credit cards-

• How we grew from $0 – 300 million in 3 years; how we moved the needle on customer rated NPS in some cases an unprecedented 40 points; and how we continuously innovate to help the clients tackle their most strategic objectives
• How we are now beginning a new journey to migrate best practices from the partnerships business, to across the Frontier enterprise to transform the FtrCARE organization [since the acquisition which occurred April 1, 2016, doubled our size overnight (employees, customers, revenue)]
• We aim to shift the telco-call-center mindset, to become customer-intent-driven CustomerCARE Centers, based on an employee-first, inside-out, and experience-led design model
• How employee engagement is foundational

Hilary Hahn

Strategic Partnerships and Customer Experience Vice President
Frontier Communications

Micah Solomon

Author, High-Tech, High-Touch Customer Service, Customer Service Contributo
Forbes.com

13:15 - 13:25 Innovation Spotlight- An Inside-Out Approach to CX

• The importance of an inside-out approach to CX.
• Integrating feedback into existing workflows to improve CX.
• The art of engaging customers and employees
Caroline Dangson, Product Manager at Callidus Cloud

Caroline Dangson

Product Manager
Callidus Cloud

General Lunch

13:25 - 14:25 Luncheon for all Attendees

Private Lunch

13:25 - 14:25 OpinionLab Private Lunch

Track A Workshops: Customer Experience 101- Exploring First Steps

14:25 - 15:05 Workshop A: The Merits of Mapping- What are the First Steps?
Join this session to learn the importance of mapping your customer’s end-to-end journey and begin to understand the basics of what goes into a workable journey map
• Understand the tools needed to make a journey map along with who should be involved with the process
• Identify the practical applications of journey mapping, such as uncovering customer pain points and gaining c-suite buy-in

Ann Marie Cilley

Director, New Ventures Experience Design
Goodyear

Track B Workshops: Strategies for CX Quick Wins in the Short Term

14:25 - 15:05 Workshop B: Avoiding Analysis Paralysis: How to Pull the Trigger on a New CX Initiative or Strategy
After you’ve analyzed all the data you can about your customer and their interaction with your brand, how do you put it all into a plan and follow through? Join this hands-on workshop to learn -
• How can you move past the ‘what-if’s’ that are standing in the way?
• Understanding that ‘change is a process not an event’

Michelle Buretta

Customer Experience Manager
Genworth Financial Inc

Track C Workshop: Strategies for Long Term CX Governance

14:25 - 15:05 Workshop C: Experience-athons: A Hands-On Approach to Bridging the Gap between Customer Experience and Employee Experience
In this interactive session, Barbie will share the experience-athon framework used at Adobe and take all of us through an experience-athon “mission.” Experience-athons are interactive sessions where employees around the globe engage in using Adobe apps and services to complete a “mission,” provide feedback about their experience, and become better brand ambassadors. Once employees have had a chance to use their company’s products and services, they have a better understanding of the customers’ journey and what it is like to walk in their shoes. When they provide feedback about their experience to product teams, they feel empowered to make a difference for customers. Join Barbie’s workshop to learn more about the experience-athon practice, participate in an experience-athon yourself, and consider ways you might apply a similar approach within your own company.

Barbie Fink, CCXP

Customer Experience Improvement, Adobe Quality Initiative
Adobe Systems

Track A Workshops: Customer Experience 101- Exploring First Steps

15:05 - 15:45 Workshop D: Where Should Customer Experience Sit At Your Organization?
Despite the fact that CX should be something that is every department’s responsibility, if there is no central body that oversees communications between the different silo-ed departments that work on cx (like an enterprise wide CX team, or a CX council or advisory board), it will be hard to achieve a holistic view of the customer and streamline brand experience. During this session, attendees will discuss:

• How far along on the maturity curve their organization is in terms of CX
• Is CX centralized or decentralized?
• How the function of CX was created and perhaps changed in recent years
• If decentralized: -What department CX is housed in? -Are advocates or CX team leads across the organization?
• If Centralized: -Are there is strategic, operational and design functions within the enterprise level CX team?
• In an ideal world, where do you think CX should sit, given the unique nature of the role?

If you are interested in leading this highly visible workshop, please contact Harvey Golub at harvey.golub@wbresearch.com

Track B Workshops: Strategies for CX Quick Wins in the Short Term

15:05 - 15:45 Workshop E: Creating A Customer Journey Map In 40 Minutes 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 Expert (hopefully!)

Joan Pepper

Director of Customer Success
Zycus

Track C Workshop: Strategies for Long Term CX Governance

15:05 - 15:45 Workshop C [continued]: Experience-athons: A Hands-On Approach to Bridging the Gap between Customer Experience and Employee Experience
In this interactive session, Barbie will share the experience-athon framework used at Adobe and take all of us through an experience-athon “mission.” Experience-athons are interactive sessions where employees around the globe engage in using Adobe apps and services to complete a “mission,” provide feedback about their experience, and become better brand ambassadors. Once employees have had a chance to use their company’s products and services, they have a better understanding of the customers’ journey and what it is like to walk in their shoes. When they provide feedback about their experience to product teams, they feel empowered to make a difference for customers. Join Barbie’s workshop to learn more about the experience-athon practice, participate in an experience-athon yourself, and consider ways you might apply a similar approach within your own company.

Barbie Fink, CCXP

Customer Experience Improvement, Adobe Quality Initiative
Adobe Systems

15:45 - 16:20 Afternoon Refreshment & Opening Networking Break In The Innovation Hub


Be sure to join these interactive roundtable sessions and take a deep dive into the specific areas you came to discuss. Opportunities to sit and learn from executives like these do not exist elsewhere. Take control of your own event experience. Don’t be shy! Ask questions (or answer them!) of other conference attendees who are dealing with the same challenges as you.
•Network with industry peers with very similar challenges, interests and responsibilities
•Take a deep dive into a niche topic in an intimate and informal setting moderated by a subject matter expert
•Don’t miss out on the discussions you want to participate in—you’ll get to select a new topic after 35 minutes

1.Get it Right: Competing and Winning on Customer Experience (CX)

Eric Feinberg, VP of Marketing, ForeSee

2.How to Improve CX for Your Best Customers
Jennifer Marrazo, Senior Manager, Membership & Experience, BJ’s Wholesale

3.Developing Strong B2B Customer Relationships
Kevin Roskopf, Director of Customer Relations, Industries for the Blind, Inc

4.Giving Your Customer Visibility Into Their Interactions With You
Janis Avila, Head of Customer Experience, Union Bank

5. Using Customer Segmentation to Curate the On-Call Experience
Jessica Hall, Customer Experience Strategist, Zappos

6. Healthcare/Hospital System Roundtable: Healthcare Literacy
Doris Lopez, Interim Executive Director, UCSF Benioff Children's Hospital Oakland

7. Making the CX Mapping Process Multi-Task – How to take your insights to the next level
Valerie Peck, CEO, SuiteCX
Over the years we have been asked if Mapping is a one and done effort and how you might leverage your investment in the work you do to understand your CX more widely. This roundtable addresses a few of the questions we have been asked over the years:
• How do I apply CEM/CJM to my day to day business?
• Do particular mapping exercises result in different outcomes?
• What should I actually be measuring? Touchpoints or Journeys?
• Developing and using your Outside in and Inside out Metrics
• Are there case studies that show successes – revenue, retention, strategy?
• Digital Maps Vs. Paper? What is the advantage?

Janis Avila

Managing Director, Residential Lending Client Experience
Union Bank

Kevin Roskopf

Customer Relations Director
Industries For The Blind Inc

Jennifer Marrazzo

Membership Rewards and Experience Manager
BJ's Wholesale Club

Doris Lopez

Interim Executive Director
UCSF Benioff Children’s Hospital Oakland

Jessica Hall

Customer Experience Strategist
Zappos

Eric Feinberg

VP of Marketing
ForeSee

Valerie Peck, CEO at SuiteCX

Valerie Peck

CEO
SuiteCX

17:25 - 18:25 San Diego Sips Craft Beer Tasting Reception In The Innovation Hub


18:25 - 23:59 End of Day One