CXPA Global Research Steering Committee

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  • 1.  Qualtitive Survey Results and meeting recording

    Posted 03-13-2024 10:28 AM

    Hello all - 

    Starting this thread to help collect feedback on the Qualitative Survey Data which was presented yesterday. Please share your thoughts - be it suggestions of questions to investigate, inferences from the data, or hypotheses inspired by the data - in this thread before the end of the day Tuesday, March 19.  If you prefer, you can email your thoughts to me (greg@cxpaglobal.org) or Barbie (barbieffink@gmail.com).

    Link to view or download the meeting recording: https://vimeo.com/922911296?share=copy

    Meeting Chat:  Attached.

    Slide Deck: Attached.

    Cross-Tab data (as prepared prior to the meeting): Attached.

    Look for further data to be uploaded here!

    Greg

     

     



    ------------------------------
    Greg Melia CAE
    he/him/his
    Chief Executive Officer
    Customer Experience Professionals Association

    PLEASE NOTE MY NEW EMAIL ADDRESS:
    Greg@CXPAglobal.org
    ------------------------------


  • 2.  RE: Qualtitive Survey Results and meeting recording

    Posted 03-17-2024 08:20 PM

    Here are some of my observations from the data (and/or different ways to present the data):

    ·         Members are more likely than non-members to:

    o   see "Public Awareness of CX Career Paths: Highlighting career opportunities in CX." as an important job for CXPA to do.

    o   Expect CXPA to focus on "Facilitating Industry Consensus: Building consensus on CX issues or trends."

    ·         Non-members are more likely than members to see the following as key jobs for CXPA:

    o   "Global CX Case Studies: Sharing CX case studies from various industries and regions."

    o   "CX Innovation Incubator: Nurturing new CX ideas and innovations."

    ·         Those outside the US are more likely to see a job for CXPA as being:

    o   Global CX Case Studies: Sharing CX case studies from various industries and regions.

    o   Global CX Advocacy: Promoting CX globally.

    o   Cultural and Regional CX Integration: Investigating different cultural perspectives on CX.

    o   Influencing Policy and Regulation: Engaging with policymakers for CX recognition.

    ·         Respondents from organizations in the developing stage of maturity are generally more satisfied; whereas those who have report organizational mastery are generally less satisfied.

    ·         Seven priorities garnered majority support as most critical jobs for CXPA:

    1.      Develop CX Success Stories: Researching and sharing effective CX case studies. (66%)

    2.      Promoting CX Standards: Advocating for CX standards and best practices. (62%)

    3.      CX Impact Analysis: Analyzing the business impact of CX strategies. (60%)

    4.      Host programs designed to increase CX understanding for CEOs and C-Suite Leaders (54%)

    5.      Influencing CEOs/C-Suite: Communicating value of CX to senior leadership. (53%)

    6.      Showcase CX Innovations within Business Conferences: Increase understanding of CX among non-CX professionals by participating in conferences of other industries. (53%)

    7.      Research and Thought Leadership Hub: Providing insights for future CX directions. (53%)

    ·         Fourteen potential areas of focus failed to reach the 30% mark as a "most critical job" for CXPA. (Note, however, that these activities were important to a segment of respondents)

    1.      Global CX Advocacy: Promoting CX globally. (29%)

    2.      Certification Support: Providing CX professionals with clear pathways to earning certification of their CX expertise. (28%)

    3.      Cross-Industry CX Benchmarking: Comparing CX strategies across industries. (28%

    4.      Cultural Influence on CX: Exploring how culture affects customer experience. (25%)

    5.      Online Education: Providing access to real-time or on-demand virtual training. (24%)

    6.      Facilitating Industry Consensus: Building consensus on CX issues or trends. (20%)

    7.      Public Awareness of CX Career Paths: Highlighting career opportunities in CX. (19%)

    8.      In-person CX Conferences: Supporting formal meetings for education, inspiration, and connection. (19%)

    9.      Mentorship Programs: Facilitating mentorship for CX professionals. (18%) (may be higher among those less satisfied)

    10.  Neutral Platform for Dialogue: Offering a platform for CX discussions. (16%)

    11.  Cultural and Regional CX Integration: Investigating different cultural perspectives on CX. (16%)

    12.  Industry Collaboration for Education: Partnering with academia for CX education. (14%)

    13.  Public Relations and Media Outreach: Promoting CX in media. (14%)

    14.  Influencing Policy and Regulation: Engaging with policymakers for CX recognition. (13%)

    ·         The top five "Most Important Factors" when selecting an organization as a resource for CX were:

    1.      Expertise in customer experience (62%)

    2.      Quality CX materials (like articles, studies) (56%)

    3.      Solutions for CX challenges (44%)

    4.      Industry Insights (38%)

    5.      Good Reputation (35%)

    ·         The five lowest ranked "Most Important Factors" when selecting an organization as a resource for CX were:

    1.      Convenient and flexible (14%)

    2.      Community support (12%)

    3.      Easy to access nearby (5%)

    4.      Other (4%)

    5.      Company Reimbursement Policies (3%)

    ·         The top five overall barriers to participation in CXPA were:

    1.      Membership fees are too high (29% overall; 52% for non-members)

    2.      None (I do not experience substantial barriers to participation. (28% overall; 36% for members)

    3.      Benefits do not justify the costs (24% overall; (37% for nonmembers)

    4.      I am not aware of what membership offers (18%)

    5.      Networking opportunities are not helpful (18%)

    Note: 16% of Non-US respondents selected "Cultural or regional differences limit my participation." – nearly 10 times more frequently than US respondents. 



    ------------------------------
    Greg Melia CAE
    he/him/his
    Chief Executive Officer
    Customer Experience Professionals Association

    PLEASE NOTE MY NEW EMAIL ADDRESS:
    Greg@CXPAglobal.org
    ------------------------------



  • 3.  RE: Qualtitive Survey Results and meeting recording

    Posted 03-17-2024 08:36 PM

    Here are some questions, additional analyses, and analytical notes I have after reviewing the data so far:

    ·         For position/role and industry questions, there are a large number of respondents who marked "other".  It may be worth having a CX subject matter expert review the "others" written comments and see if they need to be recoded or otherwise considered.  

    ·         Run data for "consultants" as a separate dataset.  Are consultant opinions similar or different than all respondents?  Hypothesis: Consultant needs may be unique enough to justify a separate membership value proposition and engagement plan.

    ·         The dataset we provided Association Laboratory included Region as a demographic.  Can we get a tabulation of response by region? 

    ·         Are there any differences between members, former members, and never members on Most Important Factors?

    ·         Are there any differences between members, former members, and never members on Barriers to participation?

    ·         Look at satisfaction by role.  Knowing data by role may help with future marketing and program choices. 

    ·         Run data of less than five years tenure versus 5-9 years tenure; versus 10+ years

    o   Hypothesis: Overall, satisfaction is relatively consistent across professional tenure – with some drop in satisfaction enthusiasm amongst the most tenured (10+ years).  Regardless, this should help us better understand who currently finds the greatest value from CXPA.

    ·         What are the characteristics of those who responded that a top job for CXPA is "Representation in Industry Forums: Representing CX profession in industry discussions (e.g., banking and finance, government, etc)."  What are the job roles, industries, global location, tenure of the folks who expressed this priority?)

    ·         What are the characteristics of those who reported "Networking opportunities are not helpful"?  What are the job roles, industries, global location, tenure of the folks who expressed this opinion?)

    ·         Cautions\Limitations:

    o   I don't think that there is much value in analyzing the data by the number of people who the respondent supervises.  Other CXPA research has found that organizations use different models for CX … in some, the team is "small and mighty" and works as internal consultants to other departments; in other, the model is federated; yet others, contained in the CX department.  Because of this, number of direct reports may differ in meaning.

     



    ------------------------------
    Greg Melia CAE
    he/him/his
    Chief Executive Officer
    Customer Experience Professionals Association

    PLEASE NOTE MY NEW EMAIL ADDRESS:
    Greg@CXPAglobal.org
    ------------------------------



  • 4.  RE: Qualtitive Survey Results and meeting recording

    Posted 03-18-2024 10:43 AM

    Thanks for putting this together, Greg! A couple of thoughts and questions off the top of my head:

    • For the universally agreed on jobs for CXPA to do, items 4 and 5 are variations of the same thing. Combining those cuts the list down to 6 items. 
    • Also on the list of universally agreed jobs for CXPA, the last 3 items have the same percentage (a 3-way tie for 5th place). If we pick one we can get the list down to 5 items, which seems like the max number of priorities an organization can realistically manage.  

    • The "Advocating for CX Standards and Best Practices" item, my question is - advocating with whom? 
      • I could see something like the JD Power program where companies can pay to be certified as following a set of CX best practices.
      • I can see a company paying for that as evidence of their customer-centricity more than I can see them paying for individual employees to get CCXP certifications.
      • I don't know if the big consulting firms are going in this direction themselves or if best practices assessments are still mostly for the purpose of scoping a consulting engagement.      

    • Have there been any analyses of market size/opportunity and expected growth across the regions? This includes salary data. It might be that membership fees relative to salary levels or company revenues are different so a tiered fee model could make sense. 

    • How, if at all, do you see the Consultant market as different from the tech vendor market? 

     



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    Megan Burns
    Keynote Speaker, Consultant
    Experience Enterprises
    N. WalthamMA
    United States
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  • 5.  RE: Qualtitive Survey Results and meeting recording

    Posted 03-18-2024 11:04 AM
    Thanks Megan for chiming in, and giving lots to think about.  I'll comment on the last two questions first:
     
    • Have there been any analyses of market size/opportunity and expected growth across the regions? This includes salary data. It might be that membership fees relative to salary levels or company revenues are different so a tiered fee model could make sense. 
    • The next step in this project is to apply a market rubric across the data that has been collected.  It would be tremendously useful for the committee to share any reports or sources of reports on the CX market around the globe that we should recommend to the consultants.  The consultants are also looking at pricing, and I will pass along the notes you have suggested.
     
    • How, if at all, do you see the Consultant market as different from the tech vendor market? 
    • To me, consultants are a very different segment than tech vendors – especially when we talk about independent, small consultancies.  In these instances, the investment decisions are often much more personal because the individual's income is typically directly related to the company profit.  There is also often a need to quickly establish legitimacy with the purchasing audience.  And the independent consultancy has much more control over its decisions on the framework to use, etc.  The tech vendor market varies on organization size and developmental stage, but often is more heavily influenced by shareholder/investor concerns.
     
     
    Greg Melia, CAE 
    CEO
    Customer Experience Professionals Association (CXPA)  
     
     
     
     





  • 6.  RE: Qualtitive Survey Results and meeting recording

    Posted 03-20-2024 02:34 AM

    Hi  Megan, a quick answer to your question about big consulting firms setting CX Standards. NPSx by Bain has a very robust and extensive assessment and best practice roadmap



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    Olga Potaptseva CCXP
    Director
    European Customer Consultancy & CX Panda
    [email]
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  • 7.  RE: Qualtitive Survey Results and meeting recording

    Posted 03-20-2024 03:00 AM

    Hi all

    a few questions and observations from me

    Develop CX Success Stories: Researching and sharing effective CX case studies. (66%) seems to be the top priority. It is very important we get under the skin of this need and understand why CXPA audience might want them. Is it to create a business case? To get an 'instruction manual'? To plan ahead for what might go wrong? To be inspired? It is probably all of the above, but if we can see specific verbatim comments or do an additional focus group it might give us a better steer. Most published case studies do not gain much traction because they are not practical and specific enough. 

    When we start action planning, we should consider the top seven priorities in the context of what will significantly impact the CX profession in the next five years. 

    For example, the top 3 for 'Customers' are: 

    1. Adapting to Changing Customer Needs: Keeping up with customers' changing personalization, convenience, and speed expectations. (71%)
    2. Dealing with Digital Differences: Addressing different levels of comfort and ability with digital technology among customers (48%)
    3. Using Customer Feedback: Effectively gathering info and acting on what customers say they want (45%)

    Contextualizing success stories, standards, impact analysis, etc. around these areas will be very powerful.

     Are there significant differences by Industry, especially when it comes to CXPA strategic roles? 



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    Olga Potaptseva CCXP
    Director
    European Customer Consultancy & CX Panda
    [email]
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  • 8.  RE: Qualtitive Survey Results and meeting recording

    Posted 03-20-2024 05:15 AM

    Lost time in the previous days I hope I am not too Late; two thoughts From my side; 

    1. Addressing Discrepancy in Maturity Perception: The disconnect between respondents' perception of their own maturity in customer experience and their companies' maturity indicates a potential gap in awareness or implementation. It would be beneficial to delve deeper into the reasons behind this disconnect. This could involve conducting follow-up surveys, interviews, or focus groups to understand the factors influencing perception and identify areas for improvement. Or to just tweak /filter the available data in different ways and angles to understand why- perhaps it's a regional issue or something in another detail in the data....to help connect the dots better...

    2. Measuring Success and Developing Success Stories: The emphasis on measuring success and developing success stories underscores the importance of demonstrating the value of CX initiatives to organizations. CXPA has already  played a crucial role in helping members showcase the impact of their work and in turn help justify investment in customer experience. This could involve providing tools, templates, and guidance on measuring and communicating the ROI of CX projects effectively. I am one of Gabe's results in this area- a few years ago he spotlighted me in my market and now people come to me to ask about CX, about CXPA, about opening up a UGChapter and its easy for me to have CX conversations withauthorwty in my own organisation after CXPA showcased my own storyso this we shouldn't throw out- and we can do more with this space....



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    Rebekah Kabugo-Mugisha
    Customer Experience Manager
    National Social Security Fund
    Kampala
    Uganda
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