how to implement journey management successfully

Lucy Stuyfzand

Service Designer

7 Aug 2024

4 min read

the key advantages of journey management

Imagine a seamless customer experience where every interaction feels personalised and leading to higher satisfaction and loyalty.

This blog will walk you through achieving that by implementing journey management.

By focusing on the entire customer journey, you can:

  • identify pain points,
  • streamline processes,
  • and create a holistic experience that not only satisfies but delights your customers

Let’s dive in and transform your customer experience!

what is journey management?

Journey Management involves the continuous process of researching, measuring, improving and coordinating a customer journey using: 
– thorough customer insights, 
– a clear journey framework and 
– a standardised way of working

Its objectives are aligning teams around the customer and transforming its (inside-out to outside-in) initiatives, from Marketing teams to Customer Success teams.

Internally, it motivates companies to:
– connect teams
– distribute and monitor actions and
– track progress against company goals.

steps to implement journey management successfully

1. map out the entire customer journey

Start by creating a comprehensive map of the customer journey. Identify every touchpoint your customers interact with, from the initial contact to post-purchase support. This map should cover all departments, including marketing, sales, customer service, and beyond.

Here, you get insight into how (siloed) departments influence lifecycle.

actionable tip: use tools like customer journey mapping software (like TheyDo) to visualise the journey. Engage with different teams to ensure all touchpoints are covered.

2. identify key journeys

Not all customer journeys are equal. Determine which journeys have the most significant impact on your business and focus on them. These key journeys should be prioritised based on their importance to customer satisfaction and business goals.

actionable tip: analyse customer feedback and data to identify high-impact journeys. Prioritise journeys that align with your business objectives and have the potential to improve customer satisfaction significantly.

3. engage stakeholders and secure buy-in

Successful journey management requires collaboration across all departments. Engage key stakeholders early in the process to secure their buy-in and ensure alignment with organisational goals.

actionable tip: hold workshops and meetings with stakeholders to discuss the benefits of journey management and how it aligns with their department’s objectives. Use case studies and data to demonstrate the potential impact.

4. establish a journey management framework

Develop a framework that outlines the process for managing customer journeys. This should include defining roles and responsibilities, setting up governance structures, and establishing metrics to measure success.

actionable tip: create a journey management playbook that documents the framework and provides guidelines for teams to follow. Include templates for journey maps, governance structures, and metrics.

5. pilot journeys & implement solutions

Once the framework is in place, start by piloting one key journey. Gather a team to map the journey, develop solutions to address pain points, and implement these solutions. Measure the success of the pilot and refine your approach based on feedback.

actionable tip: use agile methodologies to implement and test solutions quickly. Involve customers in the pilot process to gather real-time feedback and make necessary adjustments.

6. scale and standardise

After a successful pilot, scale the journey management practices across all journeys in your organisations. Larger organisations should standardise the process to ensure consistency and efficiency in managing all customer journeys. 

actionable tip: develop a training program to educate teams on journey management practices. Use the insights gained from the pilot to create standard operating procedures (SOPs) that can be applied across different journeys.

7. continuously monitor and improve

Journey management is an ongoing process. Continuously monitor customer journeys, gather feedback, and make improvements. Use data and analytics to track performance and identify areas for enhancement.

actionable tip: set up a dashboard to monitor key metrics and KPIs. Regularly review performance data with stakeholders and make data-driven decisions to improve the customer experience.

Want to learn more about journey management?

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how to implement journey management successfully

Lucy Stuyfzand

Service Designer

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