Using Customer Personas to Drive Human-Centered Design

Using Customer Personas to Drive Human-Centered Design

Too often, businesses make important decisions from an inside/out perspective; only thinking about what is important to the business but forgetting about the needs of their customers. How can organizations design something if they do not know who they are designing it for? Whether it is an in-store experience, a new technology, or a process for communicating with customers, businesses need to...

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Standardize to Transform: Retail’s Digital Journey

Standardize to Transform: Retail’s Digital Journey

Digital transformation is the new reality for the commercial world, and the retail industry is no exception. In fact, the theme of this year’s National Retail Federation (NRF) Big Show, which took place in January, was “retail transformation” and focused on four key elements: technology, business performance and growth, innovation, and partnerships and collaboration.…

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A 10-step Guide to Handling Even the Most Complex Salesforce Org Merges

A 10-step Guide to Handling Even the Most Complex Salesforce Org Merges

There’s no denying that the last few years have seen a flurry of mergers and acquisitions. With $2.1 trillion spent on acquisitions in 2017 and close to 7,000 completed M&A deals already for 2018, it’s clear that companies are combining, splitting, and re-combining at rates faster than ever before. All that deal-making can be exciting, but once the ink is dry, these newly merged entities...

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DEEPEN Customer Experience Transformation: Define and Envision, Part 1 of 3

DEEPEN Customer Experience Transformation: Define and Envision, Part 1 of 3

In this three-part blog series, we will be exploring organizational Customer Experience (CX) transformation. Successful multi-functional initiatives, like a CX transformation, require a strong, yet flexible framework –  one that can accommodate ambiguity and rapidly changing markets, but still provides structure to guide teams through ambiguity. At West Monroe Partners, our CX transformation...

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Why Humans Matter Most When Designing Bots: UX Best Practices for Conversational Interface Design

Why Humans Matter Most When Designing Bots: UX Best Practices for Conversational Interface Design

Advanced digital capabilities in Artificial Intelligence (AI) and Natural Language Processing (NLP) will alter how people interact with data. The growing adoption of voice platforms like Amazon Alexa and Google Assistant, as well as messaging platforms like Facebook Messenger and Slack, means humans will interact increasingly more with technology through conversational interfaces (CI), rather...

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Current Salesforce Mobile App Limitations and Potential Workarounds

Current Salesforce Mobile App Limitations and Potential Workarounds

As the digital marketplace landscape grows, a reliance on the mobile application is becoming an increasing trend with Salesforce implementations. We recently partnered with a client who was implementing Salesforce globally and relied on the mobile application as the primary source of daily access. Through this project, we uncovered a few unique differences in the mobile app compared to...

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Winning the Battle for Customers: A Dinner Conversation with Bay Area Financial Services Leaders

Winning the Battle for Customers: A Dinner Conversation with Bay Area Financial Services Leaders

A dinner conversation among Bay Area execs about winning the battle for customers generates a surprising level of passion and intensity.  We saw this in spades at a recent gathering of financial services leaders at Prospect in San Francisco.  Once we were satisfied with the sharing of two vintages of our Director’s Reserve Cabernet, Don Peppers (formerly of Peppers and Rodgers) and Paul Hagen...

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Are You Prepared for the Utility of the Future?

Are You Prepared for the Utility of the Future?

The magnitude of opportunity and change facing utility executives is both exciting and overwhelming. With many facets of the business shifting all at once, it is difficult to balance successfully running today’s utility while transforming into a more efficient, more secure, customer-centric and safer organization. Through our observation of many utility environments, we believe that focusing...

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Trust me, Fred. This Amazon thing is a Go!

Trust me, Fred. This Amazon thing is a Go!

I walked a few blocks up the street from West Monroe’s office with my colleagues to visit the newly-opened Amazon Go store. Having downloaded the app to our phones, we headed out the door to experience the store of the future on opening day. After waiting in line a few minutes, we were ushered in.…

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Phone: 312-602-4000
Email: marketing@westmonroepartners.com
222 W. Adams
Chicago, IL 60606
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