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Gaining Customer Insights to Inform the Strategic Direction & Identify Business Needs

FarWell Advisor

Gaining Customer Insights to Inform the Strategic Direction & Identify Business Needs

Customer Story - Product Implementation Strategy Created

The organization wanted to create a customer experience strategy that would guide organizational goals. The organization needed to assess the customer experience and identify gaps between the current state and customer expectations.

Call for Help: 

  • Immature and ill-defined customer communications, experience, and relationship management presented risks to proceed with a software implementation.
  • Organization had outdated technology, procedures, operations, and policies that limited communication channels, response time, and product and service offerings.
  • Limited data and analytics resources prevented in-depth customer insights.
  • Organization lacked internal collaboration and project governance.

Farwell Advisor Support: 

  • Senior advisor developed a roadmap that articulated an overall product implementation strategy, aligned with business outcomes, structured leadership, and improved project governance.
  • Advisor completed various customer experience activities and analysis.
  • Organization established a baseline Net Promoter Score.
  • Based on findings, the advisor made recommendations for the software.

Results:

The newly focused five-year program integrated customer experience.

  • Organization gained an understanding of their customer and employee experience and operational processes, policies, and procedures.
  • Resources were assigned to monitor and maintain risk mitigation and program success.
  • Previously underserved customers were consistently in view and considered.
  • Identified quick hits allowed for an early phased implementation, building workforce collaboration sooner.
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