Monday, December 10, 2018

“Customer Journey” Demos


Many software vendors produce software that enables a better, richer and/or faster “Customer Journey” to take place – in addition to benefits for the organization purchasing and implementing the software. 

For a Great Demo!, we suggest considering two Situation Slides with two sets of Specific Capabilities and two Illustrations (and/or at least embracing both scenarios in a single Situation Slide with multiple Illustrations):

  • One for the end-user experience – the Customer Journey
  • One for the back-end management/tracking/analysis/implementation experience

These situations are often found in HR software, banking software, IT endpoint software and many others.  For example,

HR Software: 
  • The Customer Journey portion presents the employ-facing portal, with information, timelines and tasks for the employee or new hire (benefits enrollment, certifications, courses, onboarding training, vacation requests, etc.)
  • The back-up experience shows the ability to track, manage, and implement processes and programs for the employees (onboarding, benefits, training, etc. similarly, but from HR’s perspective and managers’ perspectives).

Consumer Banking Software:
  • The Customer Journey portion presents the consumer-facing portal, with information and tasks for the consumer – accounts, balance, transactions, deposits, payments, loan applications, credit scores, etc.
  • The back-up experience shows the ability to track, manage, and implement processes and programs for the consumers (new consumer onboarding, marketing and new product offers, updates and alerts, etc. similarly, but from bank’s perspective).

IT Endpoint Software:
  • The Customer Journey portion presents the employee-facing portal, with catalogs of applications, hardware requisition, issue and trouble reporting, ticket tracking and related tasks/options for the employees.
  • The back-up experience shows the ability to track, manage, and implement processes and programs for delivery of applications, capacity management, license management, charge-back, etc.

Any other example scenarios to suggest?


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