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Has Your Organisation Got What It Takes?

Customers require your company to meet their needs

and expectations, whatever the interaction context.

If your organisation can’t do that, then they’ll find one that can.

Like many companies, your goal is to deliver a powerful   Customer Experience . . .

. . . but is your company capable?

To find out, consider a CX Capability Assessment

What is a CX Capability Assessment?

A capability assessment is an evaluation tool that identifies where critical capability gaps lie in the CX function.

Our online CX Capability Assessment:

  • poses questions across 55+ discrete activities
  • covers 7 key practices
  • baselines current proficiency
  • establishes target capability levels
  • identifies gaps
  • provides actionable recommendations for improvement

Which Practices are Covered?

Insight & Customer Understanding

Strategy

Prioritisation

Design

Delivery

Measurement

Culture

How Do Other Companies Fare?

%

Level1: Aware

%

Level2: Developing

%

Level13: Practicing

%

Level4: Optimising

%

Level5: Leading Edge

Why do I need a CX Capability Assessment?

  1. Find the Gaps
  2. Make a Plan
  3. Deliver Improvement

Capabilities are the foundational building-blocks of functional excellence. With a clear understanding of today’s current state – and where the CX-capability gaps lie – you can plan and implement top-priority performance-improvement outcomes.

Programme Outputs:

  • An external assessment of your CX function’s capabilities
  • An agreed and shared understanding of your CX ambition
  • Roadblocks and accelerators, that impact your CX performance, are identified
  • An agreed “future state” goal of CX capability that is aligned with CX strategy
  • Stakeholder agreement about the priorities, going forward
  • A roadmap, for change, that results in performance improvement

Who should participate?

Getting both a balanced and representative CX Capability score, and follow-up action plan, hinges upon involving a variety of stakeholders, including senior executives, heads of operations and frontline staff. Additionally, including business analysts, with their holistic, organisational view, can be critically helpful – as is involving the organisation’s Centre of Excellence groups.

How does a CX Capability Assessment work?

Stage 1: Assess

Assess CX Capability

Through our online assessment tool, and our one-to-one interviews, we assess your firm’s capabilities across a range of key CX Management activities that are based on established best-practices.

We measure your CX function’s performance, across a broad set of management practices, by benchmarking your capabilities against a framework of objective, best practices. Whilst many audits focus on the low-hanging fruit of individual’s skill-sets, we provide a comprehensive assessment – across siloes and management levels – that offers a holistic view of your current organisational capability.

We gather data – through targeted questions derived from established best practices –  that cover all of the critical activities and objectives involved within a mature, CX management function.

Stage 2: Prioritise

Prioritise Efforts

We identify the critical gaps in capability, and/or maturity, and determine where to prioritise improvement efforts.

Clients will learn the maturity level and relative importance of all activities in their CX function. We then combine both scores to create a single measure for each activity group, thereby providing an objective view of which activities the firm should prioritise.

To help pressure-test the results, we will conduct a review with the principal stakeholders for a rich discussion on where their firm should be focused – within the context of organisational barriers to address, enablers that we can leverage, current initiatives already in flight, and stakeholder agreement about the priorities.

Stage 3: Action Plan

Establish An Action Plan

We combine your expertise, your results and our methods to produce a detailed action plan with specific steps to move forward.

Action planning is the process of planning what needs to be done, when and by whom, and what resources will be required, in order to deliver the objectives from the Prioritisation stage. We document the specific action steps required for building capability and/or advancing to the next maturity level for each practice area.

Finally, we plan how to implement the changes. You might decide to start with a proof of concept. If so, choose the part of your organisation that is really suffering – these people will have the best motivation to implement change, and it is there that you will see the most dramatic change.

You should also set acceptance criteria to define the results that you are expecting to see, so that you can determine, later, whether the changes were successful.

Stage 4: Implement
Implement the changes within the plan. Employ traditional project management tools and techniques to execute the plan.

Action plans are meaningless until they are owned and executed. Owners must be held accountable and executive leaders must be engaged to help remove the barriers to successful execution.
Finally, check if the changes that you implemented had the desired effect. Use the acceptance criteria you created. Hold a retrospective to find out how well the changes were executed.
Repeat these steps, building upon your knowledge. Roll out more improvements incrementally, and roll them out across your whole organisation.

The End-to-End Programme

This programme is a structured methodology – a collection of best practices – that is designed to improve the value of any CX strategy, at any stage of maturity and in any industry.

It utilises a closed-loop protocol – which means that it regularly iterates through each stage in order to support continuous improvement.

Choose a Level that Works for You

Each succesive level drills deeper and deeper into your organisational CX Capability

The more participants, the richer the outputs

DeepDive

Starting at £3,600
  • Everything in the SurfaceDive option, plus:
  • ♦  Broader & Deeper Scope
  •   Deep-Dive Stakeholder Interviews
  •   External Assessment
  • ♦  Presentation of Findings
  •   Recommendations
  •   Custom Reporting
  •   Gap Prioritisation
  •   Solution Scoping
  •   Action Planning

MegaDive

£ Subject to Scope
  • Specialised Mega-Dive into Primary Capabilities

  •   Distinct Vertical Scope, eg Strategy, or Customer Understanding, etc.
  •  Deep-Dive Stakeholder Interviews
  •  Analysis of:
  •  Tools

  •  Technologies

  •  Artefacts

  •  Processes

  •  Methodologies

  •  Presentation of Findings
  •  Recommendations
  •  Custom Reporting
  •  Gap Prioritisation
  •  Solution Scoping
  •  Action Planning

Frequently Asked Questions

How did you determine the characteristics of a best-in-class, mature CX function?

The key activity attributes were determined by our research into the key CX capabilities required to deliver a world-class customer experience. These, in turn, were coupled with insight gathered from hundreds of conversations with CX leaders and executives. We also worked closely with our professional network of consultants, and drew on our practical, hands-on field experience, to shape the framework and the specific assessment questions.

How will this programme help us to improve performance gaps identified through the Capability Assessment?

The customised reporting, resulting from the Capability Assessment, helps clients to identify and prioritise performance gaps. In addition, within the action-planning stage of the programme, our best-practice recommendations will provide a range of starting-point solutions that will help clients to rapidly advance improvement efforts. Alternatively, we can run an additional stakeholder workshop to envision further options.

Is our identity safe?

Yes, absolutely. Through this assessment programme, predominantly UK organisations, of all types and sizes, provide information about their CX operations, technology, performance and strategy. All data are entirely confidential, and will be reported only in an aggregate. No participant will be identified as having taken part in the research.

How many participants should complete the online assessment?

Although, in principle, the assessment can be completed by just one person, a larger number of participants (say, a minimum of five) will ensure that the survey provides a more comprehensive assessment of the CX function. It is also far more beneficial if the participants represent functions from across the organisation, as well as from positions from the bottom to the top of the hierarchy. Larger numbers of participants will, naturally, provide a more representative sample – however, the degree to which we can effectively analyse the data is limited by the number of participants and the completeness of their questionnaires.

Does participation in the assessment require a substantial time investment?

We will provide all the behind-the-scenes support that we can to minimise everyone’s time-investment – the online assessment can take 40+ minutes to complete and the one-to-one interview can take up to an hour.

Clients typically allow two to three weeks to gather the survey responses from across the organisation, plus another two to three weeks to perform the interviews.

Always bear in mind that the output is a function of the input.

When & how will I get to see my company’s results?

Once the surveys and the interviews are complete, we will spend approximately two to three weeks analysing the data to highlight the principal areas of opportunity and misalignment within your organisation. We will then email you a customised report of findings, which will include data views based on performance, importance, and opportunity by practice. In addition, we will run review and presentation sessions to deliver key findings and recommendations, as applicable, once the analysis is complete.

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London
WC1E 7EB

+44 (0) 207 307 9978

hello@stratmetrix.com

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