Archive for the ‘Customer Journey’ category

The Feedback Loop – Success!

June 22, 2018

June 2018

feedback

I have just received a lovely email from a participant in one of my East Coast workshops earlier this year.  Over the past six years of quietly and gently sharing the gift of Clean questions and mindset, I’ve noticed that the real impact of what I do takes some time to show up. And it is such a joy when it does.  I’ve gotten permission to share the story, although the participant wishes to remain anonymous. I hope you enjoy the story too!

Hi Andrea,

I hope you are well.  I attended your Clean Language workshop last month. I wanted to share with you that applying what I learned in your workshop made a significant difference for my project and has helped enhance our effectiveness with our client.

Technically, I run QA for a small software company outside of [location removed]. But I am also involved in requirements gathering and other areas of client engagement. While meeting with my client, I didn’t ask the series of clean questions verbatim because I didn’t know how my client would feel about that. But I started as best as I could with a clean mind, did a lot of listening, no convincing, and asked a few questions that were, to me, a version of the clean questions you had taught us. The results felt almost magical.
Though a very nice client, the problem we were facing was that the end users of our application are Safety Inspectors for a government agency. They are older gentlemen who had been very successful at what they do, doing things the same way for a very long time. So they didn’t want to transition to using new technology to record and execute their inspections. Thus, they were presenting a lot of resistance in meetings and so forth.
My manager kept telling me that the issue we were facing was age and their related mistrust in technology. But during my last visit to the client site, I was able to discover that the real core issue wasn’t either of those things. The core issue was their fear that they wouldn’t be able to learn how to use the new technology well enough, and that would result in some kind of public safety disaster. It started to click for me when I heard them insist that they would have to hire their teenage grandkids who would know how to press the buttons on the mobile field app for them. Like I said, I didn’t bother trying to convince them otherwise.
Instead, I recommended to my manager that we implement on-the-field UAT testing for the inspectors to conduct while still in the safety net of a pre-production environment. This way, not only can we further minimize potential production issues, but we can also demystify (without a debate) the perceived threat of the new software to the inspectors. Our developers are very talented and the application is easy to use. I felt that the inspectors would realize that and gain in self-confidence as long as their initial try would yield no real world consequences.
This approach worked even better than I had imagined. Everyone on the client side was on board immediately. They even got excited and started planning the ride alongs for the on-field UAT. And there was a wave of great ideas and requirements that started to flow in from the same inspectors. Since we are agile, we are able to accommodate these new requirements.
I wanted to thank you for the workshop and also let you know that I am very inspired and continuing my study of clean language. Also, I wanted to ask if there has been any study on how we can use clean language to help more marginalized or quieter people in a team by providing them with a better platform to be heard. Is there a way that I can get involved with that kind of a study?

Thank you so much! I hope to hear from you soon.

[the author wishes to remain anonymous]

The participants of my short workshop are typically exposed to an hour of demos and exercises, a few slides with content and pictures, some story telling based on questions that come up, and they leave with a handout as well.  What I am inferring was imparted in this case was the clean mindset – listening to understand well while quieting any urge to respond with your own thoughts.  How wonderful that it had a further impact on the participant and the outcome of IT project as well!

I’ve started to collect very brief feedback testimonials on my company page.  You can find more brief testimonials here.

There’s a lot afoot in 2018 with Clean retreats, clean trainings and conference workshops.  I can help you find the best fit for learning, whether online, in person, introductory, or in-depth.

More fundamentally though I would love to connect with you and give you the space to think about whatever is on your mind, to give you an experience of being listened to cleanly and to answer questions you may have.   Email me at andrea@connections-at-work to request a free 1/2 hour conversation.

The Long Term View – Systems Thinking and Beyond

October 4, 2017

 

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CDG -> IAD

At the user end of a systemic failure

Waking at 4:30 a.m. from the effects of jet-lag this morning, I tackled some admin work which led me to this unexpected result – a little systems story to frame my passion around what I teach in workshops: communication and systems thinking.

I am an independent contractor with my own business. I HAVE to buy ‘Affordable’ Health Care Act insurance.   I am required also to report address changes  – but not directly to the insurance company – no.  I found that was not possible. I had to report via the healthcare.gov website, and had anticipated it would be a quick ‘address change’.  A day before my departure for a trip to Europe, I embarked on this fascinating address change journey.   What I discovered to my shock and horror was that I was going to be REQUIRED to change health plans mid-year.  Why?  Because apparently the high end plan I had bought at my old address 10 miles south would NOT be available at my new address.  Why? No one could say initially – the guy on the end of the phone line at the old health plan put me on hold to go do some research. He found that only a small carved out geographic area near my old home had access to that plan.   Then my head started spinning. I had JUST reached my deductible for the year, meaning higher per visit coverage (less out-of-pocket expense) for the rest of the year.  Wait!!! Change plans?  Yes: Return to Go.   Start over.  From scratch.  Sadly, what’s available at the new address are plans with much higher deductibles. So, I am back to square one.  At least I live in a geographic area that HAS plans, I suppose. I see the silver lining, yet muse about how broken the system is. I feel momentarily powerless.

Just now back from my trip abroad and tackling the admin work early this morning, I look for any sign of mail that has my new health plan ID cards. None.  Searching emails. Ok, here it is in Junk mail.  Click on links – ah – yes, I will create a new account.  And then Wham!  I am stuck with an incredible FLAW in the registration process.  Aetna flawNo matter what I put into the field for username I get the same error.   I can’t register for an account.  The system says: if you can’t register, ‘just’ call.   Well, its too early for that.  I pause the task at hand and start writing in frustration.
This is a different sort of systems issue.  I can’t be the first one to report this… Yet, Aetna has taken no action.

 

My part in fixing the larger mess

I can imagine that both the policy flaw that was surfaced by my address change, and the error in my registration – although vastly different in their origination – might have been avoided with good systems thinking and communication.

I am elevating and using my passions around systems, systems thinking and quality communication. I also believe in the benefits of agility, Kanban, and Scrum. It isn’t to say I don’t value the latter. Nor that I wouldn’t work with agile teams.  It is simply that in my mind, systems thinking and communication improvement are precedents and prerequisites for agile success.

We no longer need problem solvers who only see their accomplishments as  check marks on the issue directly in ahead of them. We need workers who can question everything and say no with integrity and congruence when pressured unreasonably to deliver crappy policies, regulations, and software .  We need to create safe environments where people can speak up their truths without fear.  We need folks who can see both the details and the big picture, work collaboratively and creatively to solve immediate problems with a long term view.

Yet, this isn’t rocket science. I believe in the tools I can share to get you there.  Organizations are under pressure to rapidly create new systems (policies, programs, applications, websites), and to learn rapidly changing technologies, so they sometimes neglect to understand that the starting point of failure is a lack of systems thinking and excellence in communication.

If you (or your department or organization) are experiencing stress around deeper issues of communication and are interested in learning more about improving your (or your team’s, or workforce’s) ability to question, think, design, and work at their best in complex environments, contact me at 571-437-4815, send me an email at andrea@connections-at-work.com, or read more about my offers at http://www.connections-at-work.com. I will offer you a free 1/2 hour phone screen – to find more about you/tour team and to see if my style of coaching and facilitation would be a good fit.

 

 

 

Capital One – Can We Dance together?

July 15, 2017

<rant> I want to share my user experience trying to update my address on my business account with Capital One.   This is a bit of a customer-journey anti-pattern…

I recently moved, so I wanted to change the address associated with my Business checking account.

First, I logged in online to the business side of the bank hoping I could change the address online.  I looked at my profile where the address is shown. It only gave me an option to phone the bank, so I did.

After waiting at least 20 minutes, I got a person who said, that I had landed on the wrong side (personal banking).  I had to call a different toll-free number for the business. So I dialed the number she gave me: 1-888-755-2172.

Again I was warned of long wait times. I waited, but while I was waiting the automated teller voice insisted on verifying my identity through SSN/EIN in combination with the pin code I must have set up when I set up the account.  I failed to recall the correct PIN, and the automated voice signaled that I would ‘need assistance’… so I continued to wait for a real person.   Eventually the person who could provide ‘assistance’ came online, but she said I was not on the business side after all.  [I had had a sneaky suspicion that I had been re-routed without being notified]

I was really losing my cool this time.  She remained very professional and calm.  She asked me what number I had dialed. I told her. She said, ‘Yes, that is the external business number.  I am not sure why you ended up with me.’  (must have been the incorrect pin attempts) ‘But, we have an internal business number I can put you through to.’   I said, ‘Well please try, but I am beginning to doubt that I will ever be able to change my address with you.  Perhaps I should just change banks.’   She said ‘I am so sorry’ again.    I waited again, for a very long time.

I am really frustrated by this experience.   If Capital One could even do something as SIMPLE as providing an email where I could send my updated VA Articles of Incorporation document which has the correct address – they could put the request into their processing queue, and I would be happy not having to experience:  Over an HOUR of waiting with the same lobby, tinny, incredibly boring music, interrupted every 2 minutes with ‘We are continuing to experience high call volumes.  Your Call is Extremely Important to us. Please continue to hold and an Associate will be with you in a moment…’

Capital One – please treat the user experience as an end-to-end process and don’t optimize for the components in the middle.  Training your phone reps well is all good, but doesn’t really add that much to my experience when I can’t get my address changed in under ten minutes.  

As I end this post, which has been written while I’ve been on hold, I have finally gotten the address updated.  I did insist that the rep notate the exact path of what happened, and forward it on to 1.) content managers for the profile/address change page and 2.) phone call routing admins who can maybe change the routing  when one is unable to authenticate on the business side – so that one lands with the business anyway.
Let’s get this system working.  And please adjust the on-duty call staff to be able to accommodate the demand on the system.  </end rant>