Scheda di revisione: Mastering Customer Journey Management

Course Outline

  1. Core Principles of Customer Journey Management
  2. Customer Journey Management Course Overview
  3. Customer Journey Management Teaching Team
  4. Course Objectives and Learning Goals
  5. Course Structure and Timeline
  6. Customer Journey Mapping Process
  7. Customer Touchpoints Types
  8. Customer Journey Stages
  9. Decision-Making Process in Customer Journey
  10. Customer Journey Map Development

1. Core Principles of Customer Journey Management

Key Concepts & Definitions

  • Customer Journey Management: The process of understanding and managing customers’ experiences throughout their shopping journey, including all steps of the purchase process and online/offline touchpoints (Grewal and Roggeveen, 2020).

  • Customer Experience: A multidimensional construct based on customer’s cognitive, emotional, behavioral, sensorial, and social components, involving multiple touchpoints and actors across different phases of the customer’s journey (adapted from Lemon and Verhoef, 2016).

  • Touchpoints: Any interaction a customer has with a brand, whether direct or indirect, throughout their customer journey. Types include:

    • Brand-owned: Controlled by the firm.
    • Partner-owned: Managed jointly by the firm and partners.
    • Customer-owned: Actions taken by customers that influence their experience.
    • Social/external: Influences from others, such as online reviews or peer interactions.
  • Customer Journey: The set of experiences as consumers interact with one or multiple brands, encompassing prepurchase, purchase, and post-purchase phases, including all online and offline touchpoints.

  • Decision-Making Process: The series of stages consumers go through when making a purchase, including problem recognition, information search, evaluation of alternatives, purchase decision, and post-purchase evaluation.

Essential Points

  • Customer journey management involves understanding and optimizing all customer interactions to enhance satisfaction and loyalty.
  • Touchpoints can be controlled (brand-owned, partner-owned) or uncontrolled (customer-owned, social/external).
  • Customer experience is influenced by multiple components and actors, making it a complex, multidimensional concept.
  • The customer journey includes multiple phases that require tailored management strategies.
  • The decision-making process varies based on product type, involvement level, and purchase frequency, with specific decision rules guiding consumer choices.

Key Takeaway

Customer journey management is about strategically overseeing all customer interactions and experiences across multiple touchpoints to foster satisfaction, loyalty, and a seamless brand experience.

2. Customer Journey Management Course Overview

Key Concepts & Definitions

Course Overview: A summary of the main content, objectives, and structure of the Customer Journey Management course, providing students with an understanding of what to expect and learn.

Course Structure and Timeline: The organized phases, modules, and schedule of the course, including key deadlines, assessment points, and the sequence of learning activities.

Customer Journey Management Course Overview: An introduction to the course that covers its purpose, key themes, and the teaching team involved, setting the foundation for understanding how customer experiences are analyzed and optimized throughout their interaction with a brand.

Essential Points

  • The course includes theoretical sessions focused on key concepts and frameworks of customer journey management, complemented by practical team-based projects.
  • The course is divided into phases, with specific activities such as mapping customer journeys, identifying pain points, and proposing improvements.
  • Evaluation comprises a final exam (40%), a final presentation (45%), and partial submissions (15%).
  • All course content, support materials, and submissions are available on the K2 platform, which must be checked regularly.
  • The teaching team includes course leader Thi Thanh Huong (Jenny) TRAN and Laurence NAHMIAS, with other members supporting various activities.
  • The course aims to develop understanding of consumer behavior mechanisms, decision-making processes, touchpoint optimization, sensory marketing, AI, and ethical considerations in customer journey management.

Key Takeaway

The Customer Journey Management course provides a comprehensive overview of how to analyze, design, and optimize customer experiences across online and offline touchpoints through theoretical knowledge and practical project work, guided by an experienced teaching team.

3. Customer Journey Management Teaching Team

Key Concepts & Definitions

Teaching Team Members and Roles
Individuals involved in delivering the Customer Journey Management course, each with specific responsibilities. Examples include the Course Leader, Professors, and Teaching Assistants. Their roles encompass organizing course content, guiding practical work, evaluating student performance, and providing feedback.

Instructor Names and Contact Information
The specific names and email addresses of the teaching team members responsible for the course. For example, Thi Thanh Huong (Jenny) TRAN is the Course Leader with email [email protected], and Laurence NAHMIAS is a CM professor with email [email protected].

Essential Points

  • The Course Leader is responsible for overall course management and is identified as Thi Thanh Huong (Jenny) TRAN.
  • Other team members include professors and teaching assistants, each with designated email contacts.
  • The teaching team's composition and contact details are provided to facilitate communication and support.
  • The team members have roles in both theoretical instruction and practical project guidance.

Key Takeaway

The Teaching Team comprises designated members with specific roles and contact details, ensuring effective delivery and support throughout the Customer Journey Management course.

4. Course Objectives and Learning Goals

Key Concepts & Definitions

Course Objectives: The specific aims of the course that outline what students are expected to achieve by the end. They guide the learning process and focus on acquiring relevant skills and knowledge.

Learning Goals: The broader competencies and understanding that students should develop through the course. These include grasping key concepts, applying frameworks, and developing strategic insights related to customer journey management.

Key Skills and Knowledge to be Gained: The essential abilities and information students will acquire, such as understanding consumer behavior mechanisms, analyzing decision-making processes, optimizing customer touchpoints, and integrating sensory marketing, AI, and ethical considerations into customer journey strategies.

5. Course Structure and Timeline

Key Concepts & Definitions

Course Timeline Phases:
Sequential periods within the course that organize learning activities, assessments, and project milestones. These phases guide students through foundational learning, project work, and final evaluations.

Assessment Deadlines:
Specific dates by which students must submit assignments, partial presentations, or projects. Meeting these deadlines is essential for grading and progression.

Course Schedule:
The detailed timetable outlining the timing of lectures, practical sessions (TDs), project milestones, assessments, and final exams. It ensures structured progression through the course content.

Essential Points

  • The course is divided into distinct phases, each with specific objectives and activities.
  • Students must adhere to assessment deadlines for submissions and presentations.
  • All course content, including syllabus and support materials, are available on the K2 platform.
  • Regular checking of the course schedule and deadlines on K2 is mandatory.
  • The final exam constitutes 40% of the overall grade, with project presentations and partial submissions contributing 45% and 15%, respectively.
  • The course schedule includes phases such as foundational learning, project work (TDs), and final evaluations.
  • Deadlines for group work submissions are strict; late submissions result in a zero grade for that component.

Key Takeaway

The course is structured into clearly defined phases aligned with specific activities and deadlines, requiring consistent adherence to the schedule for successful completion and grading.

6. Customer Journey Mapping Process

Key Concepts & Definitions

  • Customer Journey Mapping Process Steps: The sequential phases involved in creating a visual or analytical representation of a customer’s experience with a brand, from initial awareness to post-purchase interactions. It includes understanding current journeys, identifying pain points, and designing improved experiences. (implied from course content on mapping current journeys and developing enhanced ones).

  • Identification of Touchpoints: The process of recognizing all interactions a customer has with a brand throughout their journey. Touchpoints can be brand-controlled, partner-controlled, customer-owned, or social/external, and are critical for analyzing customer experience and designing improvements.

  • Pain Point Analysis: The examination and identification of specific stages or interactions within the customer journey where customers experience difficulties, frustrations, or barriers. This analysis aims to uncover opportunities for enhancing the customer experience by reducing or eliminating these pain points. It involves analyzing current customer interactions and pinpointing problematic areas.

Essential Points

  • The customer journey map development involves understanding the current customer experience, including all touchpoints and actors involved.
  • Touchpoints are categorized into brand-owned, partner-owned, customer-owned, and social/external, depending on control and influence.
  • Pain point analysis focuses on identifying specific moments where customers face difficulties, which can hinder satisfaction or loyalty.
  • The process is iterative, requiring continuous assessment and redesign to optimize the customer experience.
  • The ultimate goal is to create a seamless, engaging journey that minimizes pain points and enhances positive moments.

Key Takeaway

The customer journey mapping process involves systematically identifying all customer interactions and analyzing pain points to design a smoother, more satisfying experience.

7. Customer Touchpoints Types

Key Concepts & Definitions

  • Types of Touchpoints: Interactions between a customer and a brand throughout their journey, which can be categorized based on control and involvement.

  • Brand-owned Touchpoints: Interactions designed and managed by the firm, under its control. These include all direct contact points such as websites, stores, and customer service.

  • Partner-owned Touchpoints: Interactions jointly designed and managed by the firm and one or more partners, such as marketing agencies, distributors, or sales representatives.

  • Customer-owned Touchpoints: Customer actions that are part of the overall experience but are not controlled by the firm or its partners. Examples include customer-initiated interactions like word-of-mouth, online reviews, or peer influence.

  • Social/external Touchpoints: Role played by external factors such as other customers, peer influence, environment, online reviews, and information sources, which are outside the firm’s control.

Essential Points

  • Touchpoints are any interactions a customer has with a brand, whether direct or indirect, across different phases of their purchase journey.
  • They are categorized into three main types based on control:
    • Brand-owned: Managed solely by the firm.
    • Partner-owned: Managed jointly with partners.
    • Customer-owned: Initiated and controlled by the customer or external sources.
  • Social/external touchpoints involve external influences like online reviews and peer interactions, which the firm does not control.
  • Understanding these types helps in managing customer experience effectively by optimizing controllable touchpoints and leveraging external influences.

Key Takeaway

Customer touchpoints are diverse interactions classified by control level, and effective management involves optimizing brand-owned and partner-owned points while understanding the influence of customer-owned and social/external touchpoints.

8. Customer Journey Stages

Key Concepts & Definitions

  • Awareness: The initial phase where potential customers become aware of a brand, product, or service. It involves recognizing the existence of the offering and forming an initial perception.

  • Consideration: The stage in which customers evaluate and compare different options. They actively seek information, assess alternatives, and determine which brand or product best fits their needs.

  • Purchase: The phase where the customer makes the decision to buy a product or service. It involves the actual transaction, including behaviors like ordering, payment, and finalizing the purchase.

  • Retention: The stage focused on maintaining the customer relationship post-purchase. It involves encouraging repeat business, fostering loyalty, and ensuring ongoing satisfaction.

  • Advocacy: The final stage where satisfied customers promote the brand through positive word-of-mouth, reviews, or recommendations, becoming brand advocates.

  • Sequential Phases of Customer Experience: The ordered progression of customer interactions and perceptions across the stages, from initial awareness through advocacy, shaping the overall customer journey.

Essential Points

  • The customer journey is composed of distinct stages that follow a logical sequence: Awareness, Consideration, Purchase, Retention, and Advocacy.
  • Each stage involves specific customer behaviors and perceptions, influencing subsequent stages.
  • Understanding these stages helps in designing targeted strategies to guide customers smoothly through their experience.
  • The sequential phases of customer experience reflect the evolving relationship and engagement level of the customer with the brand.

Key Takeaway

The customer journey consists of five key stages—Awareness, Consideration, Purchase, Retention, and Advocacy—that represent the sequential phases of customer experience, guiding how customers interact with and perceive a brand over time.

9. Decision-Making Process in Customer Journey

Key Concepts & Definitions

  • Decision-Making Mechanisms: The processes and steps consumers follow to select, evaluate, and purchase products or services. It includes recognizing needs, searching for information, evaluating alternatives, making a purchase, and post-purchase behavior.

  • Consumer Satisfaction Factors: Elements that influence how satisfied a consumer feels after a purchase, often linked to the decision-making process, such as meeting expectations during evaluation, quality of the product, and the overall experience.

  • Influences on Purchase Decisions: External and internal factors affecting consumer choices, including social influences, brand perception, product attributes, and personal needs, which shape the decision-making process.

Essential Points

  • The decision-making process involves several stages: problem/need recognition, information search, evaluation of alternatives, purchase decision, and post-purchase evaluation.

  • Consumers' decision types vary based on involvement and product cost: routine response behavior for low-cost, frequent purchases; extensive problem solving for high-involvement, infrequent purchases.

  • Search for information can be internal (memory) or external (advertising, reviews), with the extent influenced by perceived risk and involvement.

  • Evaluation of alternatives uses different rules: compensatory (attributes can offset each other), non-compensatory (must meet thresholds), or lexicographic (most important attribute).

  • The process is affected by external influences such as social environment and brand perception, which shape consumer preferences and choices.

  • Post-purchase evaluation impacts consumer satisfaction, loyalty, and future decision-making, completing the customer journey loop.

Key Takeaway

Understanding the stages and influences in the decision-making process enables brands to optimize touchpoints and enhance consumer satisfaction throughout the customer journey.

10. Customer Journey Map Development

Key Concepts & Definitions

  • Customer Journey Map Development Techniques: Methods used to create visual representations of the customer experience, including identifying touchpoints, pain points, and opportunities for improvement. These techniques help in understanding and optimizing the customer journey.

  • Visual Representation of Customer Experience: The graphical or diagrammatic depiction of the customer journey, illustrating interactions, touchpoints, and emotional or cognitive states throughout the process. It serves as a tool to analyze and communicate customer experience insights.

  • Analysis of Customer Interactions: The process of examining all customer touchpoints—both firm-controlled and external—to understand how customers engage with the brand. This analysis helps identify pain points, moments of delight, and areas for enhancement in the customer journey.

Essential Points

  • Customer journey maps are developed using specific techniques that focus on visualizing the entire customer experience.
  • Visual representation involves creating diagrams that depict touchpoints, customer actions, emotions, and pain points.
  • Analyzing customer interactions includes studying all points of contact, whether controlled by the firm or external, to improve overall customer experience.
  • The goal is to understand the customer’s perspective and identify opportunities to optimize the journey, both online and offline.

Key Takeaway

Customer journey map development techniques and visual representations are essential tools for understanding and improving customer interactions by mapping out the entire experience and analyzing all touchpoints involved.

Key Dates

(No explicit dates provided in the content; this section is omitted.)

Synthesis Tables

AspectCustomer Journey ManagementCustomer Journey Management CourseCustomer Journey Management Teaching Team
DefinitionProcess of understanding and managing customer experiences across all touchpointsOverview of course content, objectives, structure, and themesMembers involved in delivering the course, roles, and contact info
FocusEnhancing satisfaction and loyalty through experience optimizationProviding theoretical and practical knowledge via modules and projectsEnsuring effective instruction, guidance, and support
ComponentsTouchpoints, customer experience, decision-making process, journey phasesCourse phases, assessments, deadlines, support platformCourse leader, professors, TAs, their responsibilities
Key AuthorsGrewal and Roggeveen (2020), Lemon and Verhoef (2016)Not applicableNot applicable

Common Pitfalls & Confusions

  • Confusing customer experience with customer journey; experience is multidimensional, journey is the process over time.
  • Overlooking the distinction between controlled (brand/partner-owned) and uncontrolled (customer/social) touchpoints.
  • Assuming all touchpoints are equally controllable; some are external influences.
  • Misunderstanding the phases of the customer journey; each requires tailored management strategies.
  • Neglecting the complexity of the decision-making process, especially variations based on product type and involvement.
  • Failing to recognize the roles of different team members and their contact details.
  • Overlooking the importance of adhering to assessment deadlines and course schedule.
  • Assuming theoretical knowledge alone suffices without practical application.
  • Confusing the course objectives with the teaching team’s responsibilities.
  • Underestimating the importance of platform resources (K2) for course success.
  • Misinterpreting the scope of the course as purely theoretical without emphasizing practical projects.

Exam Checklist

  • Know Grewal and Roggeveen’s definition of Customer Journey Management.
  • Understand Lemon and Verhoef’s multidimensional concept of Customer Experience.
  • Identify the four types of touchpoints: brand-owned, partner-owned, customer-owned, social/external.
  • Describe the phases of the customer journey: prepurchase, purchase, post-purchase.
  • Explain the consumer decision-making process: problem recognition, information search, evaluation, purchase, post-purchase.
  • Summarize the course objectives and learning goals, including skills in consumer behavior, touchpoint optimization, and ethical considerations.
  • Outline the course structure, including phases, assessments, and deadlines.
  • Recognize the roles and contact details of the teaching team members, especially Thi Thanh Huong (Jenny) TRAN and Laurence NAHMIAS.
  • Recall the importance of the K2 platform for course materials and submissions.
  • Understand the practical components: mapping journeys, identifying pain points, proposing improvements.
  • Be familiar with the assessment components: final exam (40%), final presentation (45%), partial submissions (15%).
  • Master the key concepts of customer journey phases, touchpoints, and decision rules.

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1. In customer journey management, what is the primary cause that leads to an improved customer experience?

2. What is the primary role of the Customer Journey Management Course Overview?

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Customer Journey Management — definition?

Managing customer experiences across all touchpoints.

Customer experience — components?

Cognitive, emotional, behavioral, sensorial, social.

Touchpoints — types?

Brand-owned, partner-owned, customer-owned, social/external.

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