Next Generation Customer Experience 2017 (past event)
March 27 - 29, 2017
Contact Us: 1.888.482.6012
Day Two: Creating a Customer Centric Culture: Aligning Your Organization Around Your Most Valuable Asset
07:40 - 08:20 Continental Breakfast & Registration in the Innovation Hub
08:20 - 08:25 Welcome Remarks
08:25 - 08:35 Chairperson’s Opening Address
08:35 - 08:55 Expectation Setting: Fulfilling Your Brand’s Promise
Now more than ever, it’s important to align your brand story, mission and vision with the customer experience. This session will examine the role your brand plays in driving experiences and how to connect your company’s mission and vision to the experience as well. Learn:. Join this session led by Tabitha Dunn which will look at-
•Understanding the service or product you provide and how customers react to it
•Coming to terms with your brand’s promise and make sure you are living up to the expectation
•Don’t overpromise and under deliver- no need to be something your customer doesn’t need
•Not all companies are trying to provide delight with their product or service (eg. life insurance, B2B software, vacuum cleaners), what should they be trying to provide?
Concur Technologies
•Understanding the service or product you provide and how customers react to it
•Coming to terms with your brand’s promise and make sure you are living up to the expectation
•Don’t overpromise and under deliver- no need to be something your customer doesn’t need
•Not all companies are trying to provide delight with their product or service (eg. life insurance, B2B software, vacuum cleaners), what should they be trying to provide?
Tabitha Dunn
Vice President, Customer ExperienceConcur Technologies
08:55 - 09:15 Making and Maintaining the Business Case for C-Suite Advocacy
Getting your organization on board with your customer experience efforts from the executive level to the
grass roots level is no easy task. This session will look at what it takes to get buy-in from the top down. Learn how to be:
• Deciding the level of advocacy you need from the c-suite to hit your goals
• Do you need their buy-in to influence other departments or do you need their money to buy new technology?
• Preparing specific metrics and market research to prove your case
• Understanding what the goals of your business leaders are so you can target the issues that matter most to them
• Legitimize yourself as a leader for CX by having a through grasp of the concept as currently applies to your company and what the potential could be
Verizon Communications Inc.
• Deciding the level of advocacy you need from the c-suite to hit your goals
• Do you need their buy-in to influence other departments or do you need their money to buy new technology?
• Preparing specific metrics and market research to prove your case
• Understanding what the goals of your business leaders are so you can target the issues that matter most to them
• Legitimize yourself as a leader for CX by having a through grasp of the concept as currently applies to your company and what the potential could be
Justin Reilly
Head of Customer Experience InnovationVerizon Communications Inc.
09:15 - 09:35 Fire-Side Chat: The Power of CX Councils, Advocate Teams and Working Groups
Every organization approaches their customer experience strategy, structure and governance a bit differently. A great first step if you don’t have an overarching cx strategic department is establishing a cx council or pulling together an advocate team. These teams champion customer experience across all departments and meet together to work on strategic projects. Join this fire-side chat with Lisa Hess to learn more about-
• Who are the best people to bring together in a CX steering committee within your organization? • What are the steps to establishing a meaningful group like this with real impact?
• How do you bringing these people from different departments together given their focus on other priorites?
• Making sure your organization understands the impact that a group like this can have, given the background that all individuals will be able to bring to the table
Lancaster General Health
• Who are the best people to bring together in a CX steering committee within your organization? • What are the steps to establishing a meaningful group like this with real impact?
• How do you bringing these people from different departments together given their focus on other priorites?
• Making sure your organization understands the impact that a group like this can have, given the background that all individuals will be able to bring to the table
Lisa Hess
Vice President of Marketing and Customer EngagementLancaster General Health
09:35 - 10:15 Panel Revolution: Metrics Update: What’s Beyond CSAT, CES, and NPS?
With tools available to measure customer satisfaction, effort, emotion and promoter score, it’s easy to become caught up and end up chasing the wrong metrics. From a KPI perspective, you might see that you are achieving high satisfaction scores based on your metric of choice, but the customer experience is not, in fact, improving -
•What are you currently measuring?
•Do you find that these measurements are still as useful or does it just seem like looking at these numbers are going through the motions?
•Are you using these numbers to do anything or create new strategy?
•Have you heard of new measurements or are you creating any of your own?
Manheim
OpenTable, a member of the Priceline Group
Comcast
Northwestern Mutual
•What are you currently measuring?
•Do you find that these measurements are still as useful or does it just seem like looking at these numbers are going through the motions?
•Are you using these numbers to do anything or create new strategy?
•Have you heard of new measurements or are you creating any of your own?
Tony Drummond
Customer Experience Vice PresidentManheim
Nathan Deeds
Senior Customer Support ManagerOpenTable, a member of the Priceline Group
Dave Smith
VP of Customer ExperienceComcast
Shuchi Khurana
Director, Voice of Client & Customer ExperienceNorthwestern Mutual
10:15 - 10:35 How Why'd Is Your Customer Experience Gap?
Learn how to narrow the gap between your customers and your organization by gaining and maintaining their perspective over yours. Understand why they engage your products and services over why you provide them. And come away with applicable knowledge to ensure your organization embraces the big picture, from the most important perspective, first.
Fidelity Investments
Doug Roerden
User Experience Vice PresidentFidelity Investments
10:35 - 11:10 Morning Networking Break In The Innovation Hub
11:10 - 11:15 Next Generation Customer Experience Benchmarking Study
General Session
11:15 - 11:35 ROI by Design: How to Create Meaningful Value from CX
CX ROI doesn’t happen by accident. Brennan Wilkie, a veteran of CX measurement and customer listening, shares essential elements in building and proving value in CX initiatives. Wilkie, InMoment’s SVP of Customer Experience Strategy, discusses:
- Mapping your value landscape
- Linking initiatives to larger business objectives
- Defining success
- Results-oriented listening
- Gaining support for action
Industry Meetups
11:15 - 11:35 Travel Meetup: The Big Debate: Making The Most Out Of Your OTA-Partner Sites
An industry specific meetup session focused on addressing challenges and sharing lessons learned. Meetups will be available for B2B, retail, financial services, hospitality/travel and healthcare. The topic mentioned highlighted for each industry is merely a conversation started, if another topic seems to come to the forefront in your industry, feel free to pivot to another conversation.
General Session
11:35 - 11:55 Excavating Top Pain Points from Voice of the Customer Data
A seamless customer experience across multiple touch-points will only be possible if brands can create a single view of the individual customer. Given the amount of customer touch points, there is a staggering amount of data being collected from the customer at each one. The challenge then becomes taking this customer data and mapping out each customer’s history of interactions and preferences, thereby understanding the end-to-end customer journey and being able to meet them where they prefer to access your services.
• Aggregating all of the data you have collected from surveys, social media, complaints, etc
• Studying trends in how your customer reacts with you
• Finding touch points that cause extra effort for the customer
• Putting together an action plan or road map to address top issues
LensCrafters Inc
• Aggregating all of the data you have collected from surveys, social media, complaints, etc
• Studying trends in how your customer reacts with you
• Finding touch points that cause extra effort for the customer
• Putting together an action plan or road map to address top issues
Jessica Pargament
Director, Omni-ChannelLensCrafters Inc
Industry Meetups
11:35 - 11:55 [Continued] Travel Meetup in the Innovation Hub: The Big Debate: Making The Most Out Of Your OTA-Partner Sites
An industry specific meetup session focused on addressing challenges and sharing lessons learned. Meetups will be available for B2B, retail, financial services, hospitality/travel and healthcare. The topic mentioned highlighted for each industry is merely a conversation started, if another topic seems to come to the forefront in your industry, feel free to pivot to another conversation.
General Session
11:55 - 12:15 Establishing a Holistic Long Term CX Strategy Instead of Project Based One
Sometimes it seems like CX strategy involves completing project after project. Often those projects don’t even seem to be cohesive and involve different elements of your customers journey rather than all of them at once. Join this session with Maggie Lang from Kimpton Hotels to learn more about how to:
·· Be looking holistically at cx instead of taking it one project at a time
·· Moving past your grassroots beginnings and starting to understand how you company can be putting cx at the center of all business decisions.
·· Be looking holistically at cx instead of taking it one project at a time
·· Moving past your grassroots beginnings and starting to understand how you company can be putting cx at the center of all business decisions.
Industry Meetups
11:55 - 12:15 [continued] Travel Meetup in the Innovation Hub: The Big Debate: Making The Most Out Of Your OTA-Partner Sites
An industry specific meetup session focused on addressing challenges and sharing lessons learned. Meetups will be available for B2B, retail, financial services, hospitality/travel and healthcare. The topic mentioned highlighted for each industry is merely a conversation started, if another topic seems to come to the forefront in your industry, feel free to pivot to another conversation.
General Session
12:15 - 12:45 PANEL: Say No to Silos! Centering Customer Experience By Blurring Siloed Department Lines
Speakers:
Karen Kallet Chief Digital Officer BofI Federal Bank
Jason Kolaczkowski Director of Analytics Data Analytics and Reporting Excellence Team Kaiser Permanente
Nan Bacon Brand And Consumer Engagement Manager Shawnee Mission Health
Bill Albert Executive Director, User Experience Center Bentley University
John Cecilian Sr. Director of Business Strategy and Emerging Markets Clutch
Karen Kallet Chief Digital Officer BofI Federal Bank
Jason Kolaczkowski Director of Analytics Data Analytics and Reporting Excellence Team Kaiser Permanente
Nan Bacon Brand And Consumer Engagement Manager Shawnee Mission Health
Bill Albert Executive Director, User Experience Center Bentley University
John Cecilian Sr. Director of Business Strategy and Emerging Markets Clutch
Customers expect the experience across all of touchpoints, both online and off, to be consistent and seamless. How can this experience be seamless if the internal departments that have control over each experience are siloed and don’t work with each other to coordinate the whole customer journey? Join this panel to here more about:
• Pinpoint the internal departments you need to collaborate within in order to have an end to end picture of your customer
• Build relationships with these business partners and department heads in order to understand their priorities and help them understand yours
• Instill the importance of customer experience across the organization with trainings and CX advocates
• Create common objectives and organizational goals
BofI Federal Bank
Kaiser Permanente
Shawnee Mission Health
• Pinpoint the internal departments you need to collaborate within in order to have an end to end picture of your customer
• Build relationships with these business partners and department heads in order to understand their priorities and help them understand yours
• Instill the importance of customer experience across the organization with trainings and CX advocates
• Create common objectives and organizational goals
Karen Kallet
Chief Digital OfficerBofI Federal Bank
Jason Kolaczkowski
Director of Analytics Data Analytics and Reporting Excellence TeamKaiser Permanente
Nan Bacon
Brand And Consumer Engagement ManagerShawnee Mission Health
Industry Meetups
12:15 - 12:45 Financial Services Meetup: Taking Risks in a Risk-Averse World: Balancing Innovation with Compliance
An industry specific free flow meetup session focused on addressing challenges and sharing lessons learned. Meetups will be available for B2B, retail, financial services, hospitality/travel and healthcare. The topic mentioned highlighted for each industry is merely a conversation started, if another topic seems to come to the forefront in your industry, feel free to pivot to another conversation.
General Session
12:45 - 13:05 First Look: Launching lululemon’s New Guest Experience Platform
Join us for this exclusive session with Alan Wizemann of Lululemon. He will
be debuting their new guest experience program with us for the very first time at NGCX. Learn how it was created and what the program entails. Along with what their hopes for the program are in the next year or two.
lululemon
Alan Wizeman
VP of Guest Experiencelululemon
Industry Meetups
12:45 - 13:05 [Continued] Financial Services Meetup in the Innovation Hub: Taking Risks in a Risk-Averse World: Balancing Innovation with Compliance
An industry specific free flow meetup session focused on addressing challenges and sharing lessons learned. Meetups will be available for B2B, retail, financial services, hospitality/travel and healthcare. The topic mentioned highlighted for each industry is merely a conversation started, if another topic seems to come to the forefront in your industry, feel free to pivot to another conversation.
General Session
13:05 - 13:15 Non Profit Partner: An Executive Presentation from WomenHeartIndustry Meetups
13:05 - 13:15 [Continued] Financial Services Meetup in the Innovation Hub: Taking Risks in a Risk-Averse World: Balancing Innovation with Compliance
An industry specific free flow meetup session focused on addressing challenges and sharing lessons learned. Meetups will be available for B2B, retail, financial services, hospitality/travel and healthcare. The topic mentioned highlighted for each industry is merely a conversation started, if another topic seems to come to the forefront in your industry, feel free to pivot to another conversation.
13:15 - 14:15 Lunch For All Attendees In the Innovation Hub
Track A: Your CX Toolkit
14:15 - 14:20 Chairperson’s Afternoon RemarksTrack B: Embedding Employee Engagement
14:15 - 14:20 Chairperson’s Afternoon RemarksIndustry Meetups
14:15 - 14:20 B2B Experience Meetup in the Innovation Hub- The Unique Nature of Client Experience
An industry specific free flow meetup session focused on addressing challenges and sharing lessons learned. Meetups will be available for B2B, retail, financial services, hospitality/travel and healthcare. The topic mentioned highlighted for each industry is merely a conversation started, if another topic seems to come to the forefront in your industry, feel free to pivot to another conversation.
Track A: Your CX Toolkit
14:20 - 14:40 Customer Engagement: The New Era of B2B Marketing
No longer can marketing and sales operate in silos. Today’s B2B customers expect an experience that delivers the content they need when & where they need it. Learn how Intel is shifting towards integrating approaches across marketing & sales customer engagement to personalize B2B buyer’s journeys.
Intel
Laurie Buzcek
Director of Customer Engagement and EnvironmentIntel
Track B: Embedding Employee Engagement
14:20 - 14:40 BMO's Journey to Customer Centricity- Hiring and Training The Right People
Join this session with BMO's Kelly Harper to hear her discuss how herself and the BMO CX team have been:
· Enabling employees in frontline and back office areas with tools to be focused on CX
· Identifying leaders in CX across the organization and reward them for their efforts
· Providing mentorship and coaching for employees to continually ensure their commitment to your CX efforts
· Enabling employees in frontline and back office areas with tools to be focused on CX
· Identifying leaders in CX across the organization and reward them for their efforts
· Providing mentorship and coaching for employees to continually ensure their commitment to your CX efforts
Industry Meetups
14:20 - 14:40 [Continued] B2B Experience Meetup in the Innovation Hub- The Unique Nature of Client Experience
An industry specific free flow meetup session focused on addressing challenges and sharing lessons learned. Meetups will be available for B2B, retail, financial services, hospitality/travel and healthcare. The topic mentioned highlighted for each industry is merely a conversation started, if another topic seems to come to the forefront in your industry, feel free to pivot to another conversation.
Track A: Your CX Toolkit
14:40 - 15:00 It’s Not Brain Surgery: Improving Customer Relationships, Profitability, and Capability with Mobile Merged Reality and Virtual PresenceTrack B: Embedding Employee Engagement
14:40 - 15:00 Your Frontline Hates CX: Here’s What To Do About It
Practitioners and consultants alike, many of us love our industry, and stand solidly behind the philosophy and practice of customer experience management. But how do our colleagues feel about CX? How do they perceive our efforts to manage the customer experience? What do they know about CX and how it impacts their jobs? Do our CX initiatives leave our frontline feeling empowered? Or frustrated, angry and “put upon?”
What if you found out your rank and file actually hates your CX program? In many organizations, our front line team members don’t share our enthusiasm for all things CX and may actually resent our efforts as misguided, unrealistic or meddlesome.
In this lively session, I am going to challenge you to think outside the CX management mindset and put yourself in the shoes of your front line team members for a few minutes. We’ll talk about ways even the best-intentioned CX efforts can rub customer-facing professionals the wrong way. Then I’ll outline steps you can take to minimize friction points along your CX improvement efforts, improve the perception your colleagues have of your program, and make CX something the frontline does, not a corporate headache inflicted upon them.
Confirmit
What if you found out your rank and file actually hates your CX program? In many organizations, our front line team members don’t share our enthusiasm for all things CX and may actually resent our efforts as misguided, unrealistic or meddlesome.
In this lively session, I am going to challenge you to think outside the CX management mindset and put yourself in the shoes of your front line team members for a few minutes. We’ll talk about ways even the best-intentioned CX efforts can rub customer-facing professionals the wrong way. Then I’ll outline steps you can take to minimize friction points along your CX improvement efforts, improve the perception your colleagues have of your program, and make CX something the frontline does, not a corporate headache inflicted upon them.
Sarah Simon
VoC Consulting DirectorConfirmit
Industry Meetups
14:40 - 15:00 [Continued] B2B Experience Meetup in the Innovation Hub- The Unique Nature of Client Experience
An industry specific free flow meetup session focused on addressing challenges and sharing lessons learned. Meetups will be available for B2B, retail, financial services, hospitality/travel and healthcare. The topic mentioned highlighted for each industry is merely a conversation started, if another topic seems to come to the forefront in your industry, feel free to pivot to another conversation.
Track A: Your CX Toolkit
15:00 - 15:30 Case Study Revolution: Good Old Change Management- Keeping Your Company Stable and Your Employees Engaged During A Period of Transition
To build an effective and all-encompassing cx strategy, it must be adopted by all business lines and functions within your organization. Creating this kind of change across a large institution is both daunting and a long process. This change must come from the heads of departments, early adopters and leaders within your organization. Creating cultural buy-in requires
an internal branding strategy and clear corporate communication tailored to the functions within your organization. Join this session to hear more about how you can work through periods of change and inspire your whole company to see the benefits of a customer centric culture
Discover Financial Services
Melissa Douros
Sr. Manager, Digital User ExperienceDiscover Financial Services
Track B: Embedding Employee Engagement
15:00 - 15:30 PANEL: Mentorship, Rewards or A Bit of Both: What Sustains Employee Motivation?
How can you ensure employees are
engaged, understand their role and are recognized for it? In this panel, find out how to shift employee KPI’s and metrics to be more customer-centered and continue to motivate, inspire and empower them to deliver exceptional experiences. Panelists
will discuss:
• What are some of the methods for incentivizing and recognizing associates?
• Does one method foster a stronger sense of accountability and employee empowerment?
• Does mentorship and active weekly meetings or trainings help motivate employees?
• Who provides the best mentorship and coaching? What training goes into training the coaches?
Club W
Lindsey Knowles
Director of Member Services & EngagementClub W
Industry Meetups
15:00 - 15:30 Retail Experience Meetup in the Innovation Hub: Focusing On Loyalty and Retention To Make More Money From Your Customers
An industry specific free flow meetup session focused on addressing challenges and sharing lessons learned. Meetups will be available for B2B, retail, financial services, hospitality/travel and healthcare. The topic mentioned highlighted for each industry is merely a conversation started, if another topic seems to come to the forefront in your industry, feel free to pivot to another conversation.
15:30 - 16:10 Afternoon Refreshment & Networking Break In The Innovation Hub
16:10 - 17:25 Champagne Roundtable Discussions (35 Minute Back to Back Tables):
Speakers:
Christopher Barefoot Communications and Guest Relations Vice President Opus One
Karen Kallet Chief Digital Officer BofI Federal Bank
Doug Roerden User Experience Vice President Fidelity Investments
Sarah Simon VoC Consulting Director Confirmit
Marty Cizson Digital Servicing | Senior Manager Discover
Bart Guthrie Neurosurgeon University of Alabama at Birmingham
Brennan Wilkie SVP, Customer Experience Strategy InMoment
David Embree Product Owner – Mobile & Guest Experience Lululemon
Jenna Dorman VP Business Development Tech and Telecom Vision Critical
Christopher Barefoot Communications and Guest Relations Vice President Opus One
Karen Kallet Chief Digital Officer BofI Federal Bank
Doug Roerden User Experience Vice President Fidelity Investments
Sarah Simon VoC Consulting Director Confirmit
Marty Cizson Digital Servicing | Senior Manager Discover
Bart Guthrie Neurosurgeon University of Alabama at Birmingham
Brennan Wilkie SVP, Customer Experience Strategy InMoment
David Embree Product Owner – Mobile & Guest Experience Lululemon
Jenna Dorman VP Business Development Tech and Telecom Vision Critical
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.Thinking OmniCommerce: Being Where Your Customer Needs You To Be
Karen Kallet, Chief Digital Officer, Bank of Internet
2.Avoiding the Creep Factor: Personalizing Experiences Without Crossing A Line
Christopher Barefoot, Vice President of Communications & Guest Relations, Opus One Winery
3.Your Frontline Hates CX: Here’s What To Do About It
Sarah Simon, VoC Consulting Director, Confirmit
4.Hidden ROI in Your CX Initiatives
Speaker to be named, inMoment
5. How Why'd Is Your Customer Experience Gap?
Doug Roerden, Vice President for User Experience Design Strategy, Fidelity Investments
6. The commoditization of data: Why agile customer insight is the new gold standard for decision makers
Jenna Dorman, VP Business Development Tech and Telecom, Vision Critical
7. It’s Not Brain Surgery: Improving Customer Relationships, Profitability, and Capability with Mobile Merged Reality and Virtual Presence
Dr. Bart Guthrie, Neurosurgeon, University of Alabama at Birmingham
8. Be Where Your Customers Are: How To Use Mobile And Social Tech To Enhance CX
Marty Ciszon, Digital Servicing | Senior Manager, Discover
9. High Frequency CX: How Lighter, Better and Frequent Experiences Empower Consumers and Engender Positive Sentiment
David Embree, Product Owner – Mobile & Guest Experience, Lululemon
If you are interested in leading a roundtable during this time, please be in contact with Harvey Golub, at Harvey.golub@wbresearch.com
Opus One
BofI Federal Bank
Fidelity Investments
Confirmit
·· 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.Thinking OmniCommerce: Being Where Your Customer Needs You To Be
Karen Kallet, Chief Digital Officer, Bank of Internet
2.Avoiding the Creep Factor: Personalizing Experiences Without Crossing A Line
Christopher Barefoot, Vice President of Communications & Guest Relations, Opus One Winery
3.Your Frontline Hates CX: Here’s What To Do About It
Sarah Simon, VoC Consulting Director, Confirmit
4.Hidden ROI in Your CX Initiatives
Speaker to be named, inMoment
5. How Why'd Is Your Customer Experience Gap?
Doug Roerden, Vice President for User Experience Design Strategy, Fidelity Investments
6. The commoditization of data: Why agile customer insight is the new gold standard for decision makers
Jenna Dorman, VP Business Development Tech and Telecom, Vision Critical
7. It’s Not Brain Surgery: Improving Customer Relationships, Profitability, and Capability with Mobile Merged Reality and Virtual Presence
Dr. Bart Guthrie, Neurosurgeon, University of Alabama at Birmingham
8. Be Where Your Customers Are: How To Use Mobile And Social Tech To Enhance CX
Marty Ciszon, Digital Servicing | Senior Manager, Discover
9. High Frequency CX: How Lighter, Better and Frequent Experiences Empower Consumers and Engender Positive Sentiment
David Embree, Product Owner – Mobile & Guest Experience, Lululemon
If you are interested in leading a roundtable during this time, please be in contact with Harvey Golub, at Harvey.golub@wbresearch.com
Christopher Barefoot
Communications and Guest Relations Vice PresidentOpus One
Karen Kallet
Chief Digital OfficerBofI Federal Bank
Doug Roerden
User Experience Vice PresidentFidelity Investments
Sarah Simon
VoC Consulting DirectorConfirmit
17:25 - 18:25 Pacific Poolside Cocktail Reception
Enjoy panoramic views of the Pacific Ocean, some delicious cocktails and company of new friends during our Pacific Poolside Cocktail Reception.