Do You Believe In “It”?
As you read this post you’ll likely be able to identify an early interaction that made you conscious of “it” on a grand scale – for me, one of those would be using an “Automated Teller Machine” for the first time. 24/7 access to cash and all I needed was a card and a PIN – it was truly magical. Still, some folks were apprehensive about those machines – some fearing that they wouldn’t receive the correct amount of money, and some simply not understanding exactly how the machines interfaced with their accounts. Fair enough, but many of those trust issues have been ironed out over the years and today only the most stubborn banker still avoids ATMs.
Moving on, as I started making more customer service calls of my own, I became aware of another instance of “it” – phone trees. Calling the airline, the phone company, the electric company…being directed through endless sub-categories only to reach an “answering machine” or be disconnected…terrible, hair-pulling experiences that haven’t improved much in 20 years.
What Is “It”?
The “it” I’m referring to is the endless march toward self-service that began sometime in the late 70s and early 80s as a way for companies to cut costs and outsource client and professional services to the customers themselves. What may have seemed like a radical concept at the time is now ubiquitous. In fact, we’re so used to it that it only becomes obvious to us when it doesn’t work, and we really NEED some insightful help that is nowhere to be found.
I thought the image below was extremely telling of our collective response to the concept of outsourcing services to end-consumers (click to see in its full glory):
Of course, almost everyone knows who IKEA is, and for the most part they do an excellent job creating a customer self-service model that works. However, what the illustration cleverly points out is that there can be a heavy burden placed on the end-customer when previously in-sourced roles and services (in this case, furniture assembly) are placed in the hands of the uneducated consumer without a full set of tools (clear instructions) to bridge the gap.
What Does This Example Have To Do With Customer Experience?
More than you might think. If we go back to ATMs and phone trees, and think about all of the additional things outsourced to customers (those who don’t wish to pay a premium to continue to “have it done for them”) since, the list is lengthy – here are just a few:
- Pumping Gas
- Purchasing Stock
- Assembling Furniture
- Doing Taxes
- Instigating Legal Procedures
- Banking
- Checking Out (Retail)
- Booking Travel
- Managing Investments
Of course, the list will continue to grow, and will someday encompass areas we would today never consider as a category for self service such as professional medical services, or university education (although those areas are already becoming encroached by semi-self service).
Why Should We Care?
Well, last week I was at the grocery store checking out with my milk and eggs preparing for the impending nor’easter, and this is what I encountered:
The user experience is so bad, the staff at the local grocery store has resorted to 3 different post-its with varying messages in the hope that the customer will read them before and during their use of the machine. Need I say more?
The direct correlation on the web is that more and more applications and services are being placed in the hands of end-customers, and I fear that companies of all types (SAAS or on applications on-demand anyone?) are largely unprepared to fully understand and translate the needs of those customers in applications that are easy to use, and fully functional. I suspect the “virtual post-it notes” will continue to grow in size as firms struggle with the onslaught of customer frustration they will unwittingly generate all under the guise of “making it easier for consumers to help themselves”.
If It’s Worth Doing, It’s Worth Doing Right
Don’t get me wrong, customer self-service can be a GREAT thing – for companies and customers alike. Back to the ATM – do you remember how things used to be? Trying to get to the bank before it closed (or risk being without cash for the entire weekend)? Being forced to wait in line for a simple transaction, behind folks with all manner of requests (large and small) and all degrees of financial (and social) aptitude? Who would want to go back there? And why should banks pay tellers to preside over the kinds of basic, repetitive transactions that can be handled by ATMs? The efficiency gained and amount of money saved that goes directly to the bottom line can be astronomical.
Once again, it’s about allowing innovative ideas like customer self-service to truly flourish by applying design thinking to their deployment. It’s about reducing the cognitive burden on users, providing the full set of tools necessary for interacting via the selected channel, and being honest about where the line should be drawn: sometimes the best solution will still require human interaction at some point. This in no way constitutes failure – after all, the goal is not simply to put as much of the process on the customers as possible, it is to drive them to completed transactions (satisfaction) as intuitively and efficiently as possible!

