Customer Experience

The value of great service and taking care of a customer…

The repairman


This sketch never happened! We had a roofer come out to the house because of a leak. Our roof is very old and we have gotten the most out of it , but we are due for a new one. We greeted the roofer and my wife and I started to show him around. I forgot to print out pictures of the attic so I excused myself to go inside to print them. I was only gone for five or ten minuets. When I returned my wife was done. She was visibly upset, frustrated and insulted by this salesperson. How did it happen so quickly? He was not abusive, or rude, he did not curse or get angry…what was it? I found out later, after he ran out without looking back, that it was much more subtle. He came to our home in a time of some need. A roof is not a small item, it cost several thousand dollars to replace. Without knowing if we were fine during a pandemic or financially strapped he was very tone deaf. I do not know his situation but he would not listen to my wife, talked over her continually, insisted we needed much more than we did, and tried transparent fear tactics to get us to “sign up today”.

It made me appreciate the relationships we have with our usual service providers. Our plumber who put in a new line when we were stuck with sewer issues and no flushing toilets. Our furnace guys who seem to know how to get the job done, yet be kind and courteous in the process. The mechanic who does not charge for some simple services because he knows and respects us as customers.

Especially now in the middle of a pandemic. These trades people are coming into homes and dealing with much more than a mechanical fix. They see our basements and closets, our messes and junk. The best of them know they are more than repair people but they really can make or break a day for others.

So this sketch was a little humorous poke at just a few of the issues they deal with as they come into our homes and our lives. How valuable it is to have good people around you doing good work. Stay safe.

Emotional Research

All too often the “story” is overlooked as redundant, unnecessary or even obvious. It is seen as a “pitch” or sales exercise to be crafted last, not as a foundation in which to build and align the team with a unified vision. Teams can be optimistic and see a variety of opportunities, but fail to articulate one specific clear vision, assuming it will rise to present itself later in the process. “Story” is there to communicate purpose before the solution.

Coffee House sketching to highlight key service experiences…

Coffee House sketching to highlight key service experiences…

Human-Centered Design brings tools to collaborate, workshops filled with cross-functional teams and co-creation. It creates interactions that bring insight and perspective at times missing in the development process.

These activities are vital to understanding insight, value, and need. But, at times the result, can lack emotion and seem clinical even cold, difficult to present, share and document in a meaningful way to others less connected. We construct empathy, personas, stakeholder or journey maps with post-it notes, mind maps and lists.

Extremely Valuable but often cold and clinical. Insight can be hard to understand and share.

Extremely Valuable but often cold and clinical. Insight can be hard to understand and share.

Story is a way to communicate these crucial activities. It brings emotion and context that is meaningful, memorable and easy to understand.

Story can be served by many media, film, audio, text, animation, photography, and typography. It brings the next level of context to any discussion.  Adding a layer of definition through characters, settings, and situations that communicate, and engage.  I am looking to create an impact with those who have a story they need to uncover.  To help bring a vision to life.

Projects like Airbnb’s “Snow White” showcase the power of storyboarding to share ideas and collaborate in new ways. Pixar artist Nick Sung worked with stakeholders to visualize key interactions and moments in the customer journey.

Nick Sung Pixar Storyboard for Airbnb

Nick Sung Pixar Storyboard for Airbnb

Airbnb Storyboarding

Airbnb Storyboarding

The Coffee House Experience.

A mix of storyboard, empathy research, storytelling to capture more than the details, to show emotion and mood. Sketches can bring a story to life, because of what they pay attention to as well as what they omit. Merged with qualitative and qualitative data to engage and immerse a viewer into the research.

I welcome your input and hope to find others interested as I go forward.

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Meeting new friends

Meeting new friends

Saturday mornings to catch up

Saturday mornings to catch up

Out of the house in the community

Out of the house in the community

That moment you enter the room…

That moment you enter the room…

catching up on the week..

catching up on the week..

Needing her space for homework…

Needing her space for homework…

Capturing Moments

Capturing a story is about capturing the moments that can make or break an experience. Trying to be aware of the details around an interaction or event. This scan sheet offers a glimpse into a specific passenger’s situation and his experiences having limited mobility.

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At times, lighting or a camera angle can help introduce a more emotional element to help the viewer empathize. Video is powerful but linear, needing to be viewed and reviewed. It can’t simply live on the wall. A scan sheet format allows all the moments to be displayed at once. Inviting the viewer to study and review past and future at the same time, to see the cause and effect simultaneously.

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Moments allow for discussion and conversation about the user experience. It highlights user needs and how your service is meeting or falling short of expectations. This highlights the uncomfortable moment of simply passing by less aware passengers. He has his drink resting on the handrail. She has a sideways glance as if to show she is only partially aware or maybe feels interrupted.

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Craft the parts of the user experience you can’t always capture in a photo. Sketches allow the viewer to still add to the scene with their own imagination. Their own experiences, it is not a perfectly curated presentation, but an invitation to share.

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Invest in the Story, in communication.

Setting a scene is about the view placement, considering background, props, lighting and so much more to tell a simple clear story. Cropping the image can let the viewer fill in the gaps and also and bring the action closer to the viewer. Comic books often say the “action is in the gutters” (gutters being the empty white space between the frames). This means to leave some interpretation to the viewer, let them participate in the story. Storytelling in visuals communicates in an intuitive and emotional way that text and data just can’t. Spending time to craft, model or prototype a story in visuals has communication value that saves time. Often teams assume everyone is “on the same page” and it is just not the case. Innovation is about sharing insight and building on shared knowledge. The better the communication the better the development process. It is the visual story that demands details in order to draw a scene, decisions need to be made, priorities set. Invest in the story, the human-centered, emotional, messy, and interesting part of the process…document the who, what, when, where and how first.

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Pick Me Up...

Visual Story and layered context. From left to right we see a story unfold. Getting a parking ticket, to loading up the car after shopping, kids and family comfort and even grandma using tech to plan her route. A visual story to capture many aspects of a concept, creating a narrative to engage.

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The Need...

Painting a mood or set of circumstances goes a long way in describing need. What would an autonomous car mean to you here? In an assisted living environment with access to ride share, but uncomfortable with the service. Context, flowers and pictures of the kids, unopened mail, and a microwave meal in front of her. The driver with clipboard shows he is checking a list and not really engaged. All feed a narrative to highlight a very real need often referenced in research. Visual storytelling.

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Brainstorm Map

Mapping out the brainstorming conversation in visuals. Creating a visual map of an idea or concept helps show complexity and relationships between ideas. It connects the dots. Beyond Ideas, these studies show the relationships between users, technology and context to hint at the systems that need to integrate in order to function.

The Review…

Visual storytelling and context. A meeting many of us have had, discussing a proposal or product with stakeholders a little less involved. Storytelling with visuals, to suggest context. Showing expression and emotion with facial or physical clues helps convey a message. Props, and backgrounds also help set the stage.