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	<title>Corporate Archives - davehone.com</title>
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		<title>Reducing churn risk through tenure‑based recognition</title>
		<link>https://davehone.com/redesigning-loyalty-recognition/</link>
		
		<dc:creator><![CDATA[Dave]]></dc:creator>
		<pubDate>Mon, 16 Mar 2026 06:08:41 +0000</pubDate>
				<category><![CDATA[Case studies]]></category>
		<category><![CDATA[Corporate]]></category>
		<category><![CDATA[Product design]]></category>
		<category><![CDATA[Research]]></category>
		<category><![CDATA[Service design]]></category>
		<guid isPermaLink="false">https://davehone.com/?p=3305</guid>

					<description><![CDATA[<p>NRMA Insurance addressed rising dissatisfaction among long‑tenure customers</p>
<p>The post <a href="https://davehone.com/redesigning-loyalty-recognition/">Reducing churn risk through tenure‑based recognition</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p class="has-text-align-center lead">NRMA Insurance faced growing customer dissatisfaction among long‑tenure customers who felt undervalued by loyalty mechanics.</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center text-center">The challenge</h2>



<ul class="wp-block-list pillars make-row-3 hide-me sequence-me">
<li><i class="pillar-icon fa-heart"></i>Research showed that loyalty in insurance is interpreted as tenure and trust, not spend or product count</li>



<li><i class="pillar-icon fa-heart-broken"></i>Product-count bonuses create dissatisfaction among long‑standing, low‑policy customers</li>



<li><i class="pillar-icon fa-poo-storm"></i>Existing loyalty constructs unintentionally overlook long‑tenure customers, increasing churn risk and eroding emotional loyalty</li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center text-center">The problem to solve</h3>



<p class="has-text-align-center">I led discovery to reframe the business problem, align executives on risk‑aware scope, and define a phased, evidence‑led approach that prioritised fairness, visibility, and trust.</p>



<ul class="wp-block-list sticky-notes small pillars make-row-4 hide-me sequence-me">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-bullseye"></i>Reached agreement on framing the problem, business risks, guardrails, and decisions</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-lightbulb"></i>Led product feature ideation workshops, journey mapping, and feature prioritisation</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-list-ol"></i>Prioritised feature roadmap by impact and downside risk using Kano analysis</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-rocket"></i>Tested assumptions quickly without over‑investment using AI-accelerated design</div></li>



<li></li>
</ul>



<div class="wp-block-group section text-center"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained">
<h3 class="wp-block-heading has-text-align-center text-center mb-4">Key findings</h3>



<p class="text-center pb-2">Based on key findings from the ideation and Kano study research, I gave the following advice on the relative value of a range of loyalty experiences, from highest to lowest:</p>



<ul class="wp-block-list pillars make-row-2 hide-me sequence-me spaced in-viewport">
<li><i class="pillar-icon fa-file-invoice" aria-hidden="true"></i><h5>My discounts design uplift</h5> Make the value of loyalty explicit by clearly showing real dollar savings by tenure and policy, especially during policy renewal.</li>



<li><i class="pillar-icon fa-lock" aria-hidden="true"></i><h5>Lifetime tier discounts and benefits</h5> Protect long‑tenure customers from losing earned status as life circumstances change, reframing loyalty around trust rather than product count.</li>



<li><i class="pillar-icon fa-umbrella" aria-hidden="true"></i><h5>Loyalty-protected excess</h5> Automatically reduce claims excess for long‑tenure customers, embedding recognition into service and and reducing at vulnerable moments.</li>



<li><i class="pillar-icon fa-chart-pie" aria-hidden="true"></i><h5>Relationship dashboard</h5> Provide a clear, persistent view of tenure, benefits, and milestones to reinforce recognition without promotional mechanics.</li>



<li><i class="pillar-icon fa-phone" aria-hidden="true"></i><h5>Priority assistance</h5> Long‑tenure customers access specialists, empowered to deliver long-tenure specific service outcomes, translating loyalty into services rather than extra perks.</li>



<li><i class="pillar-icon fa-traffic-light" aria-hidden="true"></i><h5>Portfolio health check</h5> Reduce risk of disappointment by accessing a personalised portfolio check anytime to make sure you&#8217;re not overpaying and you&#8217;re not underinsured, based on your history and policies.</li>



<li><i class="pillar-icon fa-users" aria-hidden="true"></i><h5>Personalised and individual rewards</h5> Remove loyalty &#8220;Gold/Silver/Bronze&#8221; labels and personalise recognition. This concept was deprioritised, with learnings feeding into more concrete recognition mechanisms.</li>



<li><i class="pillar-icon fa-car" aria-hidden="true"></i><h5>Safer driving monitoring</h5> Gamified driver behaviour monitoring showed mixed responses from long‑tenure customers, with some actively disliking it. It was not a primary lever for managing long‑tenure dissatisfaction.</li>



<li></li>
</ul>
</div></div>



<p></p>
<p>The post <a href="https://davehone.com/redesigning-loyalty-recognition/">Reducing churn risk through tenure‑based recognition</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
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		<title>Retail personalisation with loyalty rewards</title>
		<link>https://davehone.com/personalised-retail-experience-with-loyalty-rewards/</link>
		
		<dc:creator><![CDATA[Dave]]></dc:creator>
		<pubDate>Tue, 17 Sep 2024 00:27:00 +0000</pubDate>
				<category><![CDATA[Case studies]]></category>
		<category><![CDATA[Corporate]]></category>
		<category><![CDATA[Product design]]></category>
		<category><![CDATA[Research]]></category>
		<category><![CDATA[Service design]]></category>
		<guid isPermaLink="false">https://davehone.com/?p=2525</guid>

					<description><![CDATA[<p>Drive member engagement with a personalised rewards program</p>
<p>The post <a href="https://davehone.com/personalised-retail-experience-with-loyalty-rewards/">Retail personalisation with loyalty rewards</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p class="lead text-center">Recently I was asked to integrate a loyalty program into Telstra&#8217;s digital retail.</p>



<p>I needed to reconsider the customer experience for rewards to introduce points redemption processes for both outright purchase and ongoing repayment plans. I also needed to introduce member authentication to the flow, to enable personalisation and rewards membership functions.</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center text-center">The challenge</h2>



<ul class="wp-block-list pillars make-row-3 hide-me sequence-me">
<li><i class="pillar-icon fa-gifts"></i>Strengthen value propositions and customer engagement by adding points redemption to retail</li>



<li><i class="pillar-icon fa-arrow-alt-circle-right"></i>Migrate sales and support services to Salesforce and Adobe Experience Manager</li>



<li><i class="pillar-icon fa-user"></i>Introduce personalisation and authentication to an anonymous retail journey</li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center">The problem to solve</h3>



<p class="has-text-align-center">To design feasible and desirable personalisation, I needed to redesign the customer flow</p>



<ul class="wp-block-list sticky-notes small pillars make-row-3 hide-me sequence-me">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>When was the earliest that an influential and viable personalised price could be shown?</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>How to balance additional complexity of points currency with the desirability of rewards pricing? </div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>How to design an engaging experience that had a viable backstage process?</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center">The work done</h3>



<ul class="wp-block-list sticky-notes small pillars make-row-3 hide-me sequence-me">
<li><div class="card-body green-sticky"><i class="pillar-icon fa-edit"></i>Analyse competitor strengths and weaknesses with heuristic evaluation</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-edit"></i>Synthesise customer experience principles to influence decisions</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-edit"></i>Co-create the experience to understand the best fit within constraints</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-edit"></i>Test the customer experience with an iterative prototype</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-edit"></i>Monitor engagement, conversions and feedback after launch</div></li>
</ul>



<h2 class="wp-block-heading has-text-align-center">Strengths, weaknesses and opportunities</h2>



<p>To answer the question, &#8220;why buy from Telstra?&#8221;, we needed to synthesise design principles for our rewards program so that we could evaluate our design ideas against a &#8216;north star&#8217;.</p>



<p>I used a heuristic analysis to evaluate 12 competitor rewards programs. For each key experience, noting moments of joy, integrations, touchpoints, frustrations, trust and transparency, and the ease of use including constraints of how and when rewards currencies could be used.</p>



<p>I synthesised the following rules of thumb from what was working, and what wasn&#8217;t.</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained">
<h3 class="wp-block-heading has-text-align-center text-center mb-4">Key findings</h3>



<p class="text-center pb-2">Based on key findings from my research, I synthesised the following rewards customer experience principles to inform service design.</p>



<ul class="wp-block-list pillars make-row-2 hide-me sequence-me spaced in-viewport">
<li><i class="pillar-icon fa-gifts" aria-hidden="true"></i><h5>Drive rewards program engagement</h5><ul><li>Motivate sign-in with message placements</li><li>Progressively personalise via authentication states</li><li>Demonstrate rewards value, early</li><li>Make rewards easy to join and use</li></ul></li>



<li><i class="pillar-icon fa-heart" aria-hidden="true"></i><h5>Maintain trust and keep the &#8216;price promise&#8217;</h5> <ul><li>Make clear the terms of repayment plans</li><li>Raise awareness before points expire</li><li>Take the complexity out of eligibility rules</li><li>Maintain visibility of points across channels</li></ul></li>



<li><i class="pillar-icon fa-leaf" aria-hidden="true"></i><h5>Ensure viability and sustainability</h5> <ul><li>Design for compatibility with future products</li><li>Join customer flows for membership and shop websites</li><li>Prioritise opportunities that are within constraints</li></ul></li>



<li><i class="pillar-icon fa-balance-scale" aria-hidden="true"></i><h5>Balance friction and rewards functions</h5> <ul><li>Evaluate customer feedback early on mobile and desktop prototypes</li><li>Plan for consistent process across consumer and business and across outright and ongoing plans</li></ul></li>
</ul>
</div></div>



<h3 class="wp-block-heading has-text-align-center">Preparing for usability testing</h3>



<p>After facilitating co-design sessions with key stakeholders from product, design, technology, legal, and customer service, I evaluated 4 options for flows against each of the 4 customer experience principles.</p>



<p>I prepared an interactive prototype of the proposed solution for message placements, progressive personalisation and authentication, rewards redemption, and discounted price.</p>


<div class="wp-block-image text-center mb-4">
<figure class="aligncenter size-large"><img fetchpriority="high" decoding="async" width="1024" height="921" src="https://davehone.com/wp-content/uploads/2023/09/Rewards-prototype-crop-1024x921.png" alt="Annotated screen shots from an interactive prototype showing a sequence of pages from product selection to shopping cart with points redemption" class="wp-image-2605" srcset="https://davehone.com/wp-content/uploads/2023/09/Rewards-prototype-crop-1024x921.png 1024w, https://davehone.com/wp-content/uploads/2023/09/Rewards-prototype-crop-300x270.png 300w, https://davehone.com/wp-content/uploads/2023/09/Rewards-prototype-crop-768x690.png 768w, https://davehone.com/wp-content/uploads/2023/09/Rewards-prototype-crop-1536x1381.png 1536w, https://davehone.com/wp-content/uploads/2023/09/Rewards-prototype-crop-2048x1841.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">I facilitated evaluative qualitative usability testing to gather early customer feedback on the design.</figcaption></figure>
</div>


<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained">
<h3 class="wp-block-heading has-text-align-center">We learned</h3>



<ul class="wp-block-list pillars make-row-4 hide-me sequence-me spaced in-viewport">
<li><i class="pillar-icon fa-lock"></i>How message placements could influence sign-in behaviour</li>



<li><i class="pillar-icon fa-smile"></i>The extent that the features and functions for redemption had met expectations</li>



<li><i class="pillar-icon fa-exchange-alt"></i>The extent that membership and shop journeys were joined and seamless </li>



<li><i class="pillar-icon fa-cloud-rain"></i>What the friction points were and where customers needed support</li>
</ul>
</div></div>



<p></p>



<p></p>
<p>The post <a href="https://davehone.com/personalised-retail-experience-with-loyalty-rewards/">Retail personalisation with loyalty rewards</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
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		<title>Optimising shopping cart experience</title>
		<link>https://davehone.com/quantitative-design-research-case-study/</link>
		
		<dc:creator><![CDATA[Dave]]></dc:creator>
		<pubDate>Mon, 21 Jun 2021 02:57:54 +0000</pubDate>
				<category><![CDATA[Case studies]]></category>
		<category><![CDATA[Corporate]]></category>
		<category><![CDATA[Product design]]></category>
		<category><![CDATA[Report]]></category>
		<category><![CDATA[Research]]></category>
		<guid isPermaLink="false">https://davehone.com/?p=1672</guid>

					<description><![CDATA[<p>How to keep the development squad moving with quantitative design evaluation</p>
<p>The post <a href="https://davehone.com/quantitative-design-research-case-study/">Optimising shopping cart experience</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p class="has-text-align-center lead">Keeping customer insights flowing with quantitative evaluation</p>



<p class="has-text-align-center">I was asked which of two shopping cart designs was more likely to meet user needs. A live test wasn&#8217;t practical, so I needed data to inform a high-risk decision.</p>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">The challenge</h2>



<ul class="pillars make-row-4 hide-me sequence-me wp-block-list">
<li><i class="pillar-icon fa-clock"></i>Inform an urgent decision with customer preferences</li>



<li><i class="pillar-icon fa-balance-scale"></i>Evaluate usability of two shopping cart design options</li>



<li><i class="pillar-icon fa-project-diagram"></i>Assess how usability and journeys were impacted</li>



<li><i class="pillar-icon fa-signal"></i>Measure preferences and report on significant inferences</li>
</ul>
</div></div>



<p class="lead">I proposed a robust and achievable research plan to support a redesign of a shopping cart. When the need arose for unplanned research, I needed a way to get more customer insights and keep the rest of my schedule intact.</p>



<p>Urgent unplanned work is not ideal, but when new discoveries raised important questions, I needed to adapt my plan. Although qualitative activities could have given us more depth, they would have disrupted my scheduled activities, inconvenienced participants and exceeded my budget. Quantitative, unmoderated research was an achievable and effective way to get a &#8216;quick read&#8217; of categorical preferences.</p>



<p>As part of a broader research program that included multiple research methods, planning a contingency for quantitative design evaluation got the best outcome for the project.</p>



<p>The question, &#8220;Which of these two design concepts will we develop?&#8221;, could have been researched using multiple methods but the question was one of probability. Which design, A or B, was most likely to meet user needs?</p>



<h3 class="wp-block-heading has-text-align-center">The problem to solve</h3>



<ul class="sticky-notes small pillars make-row-4 hide-me sequence-me wp-block-list">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Design axioms (rules of thumb) and customer feedback indicated two potential design solutions (A or B)</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Both designs (A and B) followed reasonable practice and weaknesses were not immediately obvious</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Axioms for simplicity and affordance when taken to extremes, appeared to conflict</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-question"></i>Preferences were important and experience (not price alone) was driving channel value</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Approach</h3>



<ul class="sticky-notes small pillars make-row-4 hide-me sequence-me wp-block-list">
<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Participants used a mobile prototype to perform tasks and answer questions on their own device</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>300 participants were split into two balanced cells with similar characteristics, and each cell rated one design</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Non-parametric tests found statistically significant differences in how the designs were rated</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Results were shared quickly, followed by a report and a solutions workshop</div></li>
</ul>



<div class="wp-block-group section-dark text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">Key takeaways</h2>



<p>Lessons learned from what worked well with this approach:</p>



<ul class="pillars make-row-4 hide-me sequence-me wp-block-list">
<li><i class="pillar-icon fa-gift"></i>Planning contingency allowed me to accommodate new discoveries and support innovation</li>



<li><i class="pillar-icon fa-hat-cowboy"></i>Quantitative unmoderated usability testing gave insight on journeys, not just interfaces</li>



<li><i class="pillar-icon fa-signal"></i>Statistical tests identified statistically significant customer preferences</li>



<li><i class="pillar-icon fa-user-clock"></i>Results gave the project confidence and the direction they needed to support decisions</li>
</ul>
</div></div>



<h2 class="wp-block-heading has-text-align-center">Report</h2>



<p>The report drew conclusions by analysing closed-question responses (what responses participants chose) with sentiment analysis of free-text responses (why they chose that), and a statistical test on how customers rated each design (A or B).</p>



<p>Non-parametric tests were used to report on statistical significance of preferences. This analysis was the first step of an ongoing optimisation experimentation program, and the methods evolved after live experimentation capability was deployed.</p>



<p>It&#8217;s important to note that although analysis revealed a statistically significant result by comparing 2 variations, and did so at the early stages of design before development, that this experiment wasn&#8217;t concluded until an uplift was observed in production.</p>



<div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex">
<div class="wp-block-button wp-block-buttons downloads"><a class="wp-block-button__link wp-element-button" href="/download/1714/?version=1-0">Read analysis report (PDF 1.2Mb)</a></div>
</div>
<p>The post <a href="https://davehone.com/quantitative-design-research-case-study/">Optimising shopping cart experience</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
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		<title>Delivering measurable impact with research</title>
		<link>https://davehone.com/customer-research-case-study/</link>
		
		<dc:creator><![CDATA[Dave]]></dc:creator>
		<pubDate>Thu, 20 May 2021 09:00:00 +0000</pubDate>
				<category><![CDATA[Case studies]]></category>
		<category><![CDATA[Corporate]]></category>
		<category><![CDATA[Research]]></category>
		<guid isPermaLink="false">https://davehone.com/?p=468</guid>

					<description><![CDATA[<p>How research helped deliver a 10% increase in share-of-wallet in a competitive market</p>
<p>The post <a href="https://davehone.com/customer-research-case-study/">Delivering measurable impact with research</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p class="lead text-center">How customer research helped deliver a 10% increase in share-of-wallet</p>



<p class="text-center">Using regular customer feedback, I helped a mobile app developer increase their wallet-share, and built the business case for further customer research.</p>



<div class="wp-block-group section-dark section text-center"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">Project outcomes delivered</h2>



<ul class="pillars make-row-4 hide-me sequence-me spaced wp-block-list">
<li><i class="pillar-icon fa-trophy"></i>Redesign that positioned Sportsbet as the leader in a competitive category</li>



<li><i class="pillar-icon fa-user-secret"></i>Design and product decisions guided with an outside-in view of customer experience</li>



<li><i class="pillar-icon fa-sad-cry"></i>Qualitative observation of pain points that led to design improvements</li>



<li><i class="pillar-icon fa-chart-bar"></i>Quantitative evaluation that prioritised building the most valuable features</li>
</ul>
</div></div>



<h2 class="wp-block-heading has-text-align-center">The research brief</h2>



<p class="has-text-align-center">As UX Researcher it was my responsibility to support the decisions of a team of 15 product owners, 15 designers and an executive board.</p>



<h3 class="wp-block-heading has-text-align-center">Product</h3>



<ul class="pillars make-row-3 hide-me sequence-me spaced wp-block-list">
<li><i class="pillar-icon fa-mobile-alt"></i>Sportsbet is Australia’s leading mobile app in the gaming category</li>



<li><i class="pillar-icon fa-dollar-sign"></i>Half a million customers spend up to $1 million per day</li>



<li><i class="pillar-icon fa-shopping-cart"></i>Thousands of products across two websites and two mobile apps</li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Business goals</h3>



<ul class="pillars make-row-3 hide-me sequence-me spaced wp-block-list">
<li><i class="pillar-icon fa-gift"></i>Differentiate the Sportsbet experience from competitors by being responsive to customers</li>



<li><i class="pillar-icon fa-redo-alt"></i>Experiment and test to deliver innovative, targeted and safe experiences</li>



<li><i class="pillar-icon fa-exclamation-triangle"></i>Support development by mitigating potential risks of negative reactions to change</li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Customers</h3>



<ul class="pillars make-row-4 hide-me sequence-me spaced wp-block-list">
<li><i class="pillar-icon fa-map-signs"></i>Market share is driven by customer choice of provider</li>



<li><i class="pillar-icon fa-gifts"></i>Customer choice is driven by quality experiences and rewards</li>



<li><i class="pillar-icon fa-arrows-alt"></i>Most customers regularly choose two or more providers</li>



<li><i class="pillar-icon fa-walking"></i>High-value customers have low loyalty and switch regularly</li>
</ul>



<div class="wp-block-group section-dark"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">Stakeholder engagement</h2>



<p class="has-text-align-center">I needed to engage stakeholders to gain support for my research plan and objectives.</p>



<h4 class="wp-block-heading has-text-align-center">Gained support for a 12-month research plan</h4>



<ul class="make-row-3 hide-me sequence-me spaced text-center wp-block-list">
<li>Identified the people and processes needed for my plan to succeed</li>



<li>Secured funding needed to set up a lab and incentivise customer participation</li>



<li>Collaborated with stakeholders to prioritise work requests, backlog and spend</li>



<li>Worked with security teams to use customer data in a safe, secure and policy-compliant way</li>



<li>Consulted broadly to guide interpretation of findings and get buy-in on actions taken</li>



<li>Published high quality reports and built a loyal readership list of thought leaders</li>
</ul>



<h4 class="wp-block-heading has-text-align-center">Set up a centre of excellence for design research</h4>



<ul class="make-row-3 hide-me sequence-me spaced text-center wp-block-list">
<li>Dispelled myths about qualitative research and got quantitative practitioners onside</li>



<li>Built confidence in findings by correlating qualitative insights with quantitative data</li>



<li>Mentored junior team members in contemporary UX research methods</li>



<li>Regularly monitored and reported on the impact of changes on user experience</li>



<li>Shifted conversations by live streaming video of research sessions</li>



<li>Built a searchable knowledge base to increase re-use and visibility of research insights</li>
</ul>



<p></p>
</div></div>



<h2 class="wp-block-heading has-text-align-center">My research approach</h2>



<h3 class="wp-block-heading has-text-align-center">Found opportunities to guide decisions</h3>



<ul class="make-row-3 hide-me sequence-me spaced text-center wp-block-list">
<li>Embedded myself into the product team (not the development team!)</li>



<li>Unpacked solutions and assumptions into questions</li>



<li>Recommended appropriate research methods (not just surveys!)</li>



<li>Answered research questions and gathered hundreds of new insights</li>



<li>Participated in regular product ideation and discovery sessions</li>



<li>Shared design insights the day after, followed by weekly reports</li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Validated evidence by correlating attitudes and behaviours</h3>



<ul class="make-row-4 hide-me sequence-me spaced text-center wp-block-list">
<li>Managed participant recruitment, using data to target specific cohorts</li>



<li>Observed pain points of customers as they used their preferred products</li>



<li>Quantitatively measured severity and impact of qualitative issues found</li>



<li>Prioritised actions taken using quantitative data to size each opportunity</li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Integrated research into agile development</h3>



<ul class="make-row-4 hide-me sequence-me spaced text-center wp-block-list">
<li>Designed a research process that integrated into fortnightly development sprints</li>



<li>Researched features for each upcoming sprint and shared insights before build commenced</li>



<li>Collaborated with stakeholders to prioritise research request backlogs</li>



<li>Collaborated with stakeholders to agree on the value and urgency of opportunities found</li>
</ul>



<div class="wp-block-group section-light"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">My deliverables</h2>



<p class="has-text-align-center">I created artefacts as needed to support uptake of evidence. For each research activity that meant writing up a full report every two weeks detailing the results of each analysis.</p>



<h3 class="wp-block-heading has-text-align-center"><i class="pillar-icon fa-cog"></i>Strategic activities delivered</h3>



<ul class="make-row-3 hide-me sequence-me spaced text-center wp-block-list">
<li>Facilitated 4 stakeholder workshops to help identify market opportunities</li>



<li>Undertook 25 stakeholder interviews to discover objectives</li>



<li>Designed a research canvas to help form objectives for activities</li>
</ul>



<h3 class="wp-block-heading has-text-align-center"><i class="pillar-icon fa-chart-pie"></i>Quantitative research delivered</h3>



<ul class="make-row-4 hide-me sequence-me spaced text-center wp-block-list">
<li>Designed and built 14 quantitative studies</li>



<li>Surveyed 1,600 customer participants</li>



<li>Statistical analysis of millions of data points</li>



<li>Reported trends at 95% confidence</li>
</ul>



<h3 class="wp-block-heading has-text-align-center"><i class="pillar-icon fa-comments"></i>Qualitative research delivered</h3>



<ul class="make-row-4 hide-me sequence-me spaced text-center wp-block-list">
<li>Facilitated 40 contextual interviews</li>



<li>Facilitated 2 customer journey mapping workshops</li>



<li>Facilitated 111 one-on-one qualitative usability tests</li>



<li>Qualitative analysis of 3,500 behavioural observations</li>
</ul>



<h3 class="wp-block-heading has-text-align-center"><i class="pillar-icon fa-exchange-alt"></i>Stakeholder management</h3>



<ul class="make-row-4 hide-me sequence-me spaced text-center wp-block-list">
<li>Wrote 50 research briefs to get buy-in on research activities and manage spend</li>



<li>Wrote 50 extensive reports with observations, evidence and recommendations</li>



<li>Presented fortnightly summaries of findings to build influence of research insights</li>



<li>Led 20 prioritisation sessions to gain commitment on actions taken</li>
</ul>
</div></div>



<h2 class="wp-block-heading has-text-align-center">Key design challenges</h2>



<p class="has-text-align-center">Here&#8217;s a small sample of the types of insights generated from my customer research.</p>



<p class="has-text-align-center">For each finding, evidence was written up in a report, analysis was presented, recommendations were discussed, and follow-up actions were prioritised.</p>



<h3 class="wp-block-heading has-text-align-center">Help customers to discover products</h3>



<p class="has-text-align-center">I researched customer discovery of entry, exit and re-entry points for core journeys like registration, product selection, and product purchase.</p>



<ul class="sticky-notes small pillars make-row-4 hide-me sequence-me wp-block-list">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Product choice added flexibility but placed pressure on users to manage choice complexity</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Useful product suggestions required intuiting customers&#8217; current mindset and goals beyond historical actions</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Poor personalisation trained customers to ignore marketing and product suggestions</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>I researched influence opportunities for omni-channel journeys (radio, TV, print and in-person)</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Match content to customer mindsets</h3>



<p class="has-text-align-center">Recruiting customer participants with carefully managed customer cohort data meant that I could match prototype content to product preferences and better simulate machine learning personalisation.</p>



<ul class="sticky-notes small pillars make-row-4 hide-me sequence-me wp-block-list">
<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Recruited participants that were representative users of the content being tested</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Increased content relevancy prompted exploration and increased perception of service value</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Presentation of personalisation was critical to mitigate &#8216;creepy&#8217; monitoring that degraded trust</div></li>



<li><div class="card-body green-sticky"><i class="pillar-icon fa-check"></i>Personalisation enhanced the memorability and enjoyment of key &#8216;brand moments&#8217;</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Ease core journey friction points</h3>



<p class="has-text-align-center">By observing participants as they used the product in a naturalistic way, the impact of friction points became clear.</p>



<ul class="sticky-notes small pillars make-row-4 hide-me sequence-me wp-block-list">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Poor accessibility on data entry forms increased uncaught human error for important information</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Journeys without consistent error recovery increased anxiety, sense of loss, and degraded trust</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Higher error rates observed on small elements near mobile screen edges</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>User accuracy was impeded near physical edge bevels of wrap-around mobile device screens</div></li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Redesign shopping cart journeys</h3>



<p class="has-text-align-center">Initial experience of product innovation relies more heavily on journey design than instruction.</p>



<ul class="sticky-notes small pillars make-row-4 hide-me sequence-me wp-block-list">
<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Multiple journey entry points were required to complete combination products</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Established behaviours influence combination product choice more than instructions</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Unclear eligibility in marketing messages caused disappointment and loss</div></li>



<li><div class="card-body red-sticky"><i class="pillar-icon fa-sad-tear"></i>Lower value offers prompted unfavourable comparisons</div></li>
</ul>



<div class="wp-block-group section-dark"><div class="wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow">
<h2 class="wp-block-heading has-text-align-center">Demonstrated value</h2>



<h3 class="wp-block-heading has-text-align-center">Stakeholder influence</h3>



<ul class="pillars make-row-2 hide-me sequence-me spaced wp-block-list">
<li><i class="pillar-icon fa-thumbs-up"></i>Stakeholder engagement during research drove a 90% uptake of 300 recommendations</li>



<li><i class="pillar-icon fa-eye"></i>Stakeholder video reviews captured 3,500 observations that had immediate influence</li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Measured impact</h3>



<ul class="pillars make-row-3 hide-me sequence-me spaced wp-block-list">
<li><i class="pillar-icon fa-grin-stars"></i>Before and after metrics indicated a 20% uplift in customer satisfaction over the previous design</li>



<li><i class="pillar-icon fa-rocket"></i>Metric uplift and positive feedback informed the decision to launch the new design</li>



<li><i class="pillar-icon fa-chart-line"></i>Key financials were up 10% within 2 weeks of launch of the new design</li>
</ul>



<h3 class="wp-block-heading has-text-align-center">Increased customer engagement</h3>



<ul class="pillars make-row-2 hide-me sequence-me spaced wp-block-list">
<li><i class="pillar-icon fa-star"></i>Most active customers installed the new app within 2 weeks of launch and gave favourable reviews</li>



<li><i class="pillar-icon fa-wallet"></i>Share-of-wallet spend on the new app was $100,000/day above trend within 2 weeks of launch</li>
</ul>



<p></p>
</div></div>



<h3 class="wp-block-heading has-text-align-center">A solid business case for research</h3>



<ul class="pillars make-row-3 hide-me sequence-me spaced"><li><h4>Costs</h4><p>Research costs comprise software, recruitment, incentivises and consultancy at $300,000</p></li><li><h4>Growth</h4><p>Measured growth is 10%, comprising $1,000,000/day (actual) minus $900,000/day (previous trend)</p></li><li><h4>Cost recovery</h4><p>At 10% growth, $300,000 cost is recoverable 3 days after launch of the new design</p></li></ul>
<p>The post <a href="https://davehone.com/customer-research-case-study/">Delivering measurable impact with research</a> appeared first on <a href="https://davehone.com">davehone.com</a>.</p>
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