Strategy & Roadmap Design

Real Impact Blueprint™

Where empathy meets engineering.

Overview

While 51% of organizations lack formal CX strategies, those with clear strategies achieve 41% faster revenue growth and 51% better customer retention. Our strategy services bridge this gap with pragmatic, implementable roadmaps. We blend academic research with proven playbooks from our 100+ project database. Every recommendation comes with evidence that similar approaches have worked in real-world implementations.

Service 2.1: CX Vision and Strategy Development

Overview

Comprehensive CX strategy development connecting customer experience to core business objectives, competitive positioning, and financial aspirations. Defines CX ambition, identifies differentiation opportunities, and creates multi-year transformation roadmaps with clear ROI projections.

Methodology: Real Strategy Framework

  • Outside-In Customer Understanding (ethnography, Jobs-to-Be-Done, behavioral analysis)

  • Inside-Out Capability Assessment (organizational readiness and constraints)

  • Competitive Context (where competitors win/lose on experience)

  • Strategic Choice (where to play, how to win)

  • Transformation Roadmap (phased plan with milestones)

  • Business Case (ROI modeling linking CX to revenue, retention, efficiency)

Key Outcomes

  • Crystal-clear CX strategy aligned with business objectives

  • Executive alignment and commitment to CX transformation

  • Secured investment with approved multi-year budget

  • Governance structures for cross-functional execution

  • Baseline metrics and success framework

  • Organizational energy and momentum for change

Service 2.2: Omnichannel Experience Strategy

Overview

Comprehensive strategy for creating seamless, consistent customer experiences across all channels (digital, physical, mobile, social, contact center) supported by unified data and intelligent orchestration.

Methodology: Omnichannel Integration Framework

  • Channel Ecosystem Assessment (current channels, capabilities, usage patterns)

  • Channel Strategy (optimal role for each channel, customer needs & economics)

  • Journey Integration (seamless cross-channel experiences, context preservation)

  • Data Unification (unified customer data platform)

  • Orchestration Design (rules engine for channel selection & personalization)

  • Technology Enablement (platform selection, integration architecture)

  • Operational Model (organizational structures & processes for delivery)

Key Outcomes

  • Clear omnichannel strategy with defined channel roles

  • Seamless cross-channel journeys eliminating customer friction

  • Unified customer data enabling personalization

  • Technology roadmap and vendor selections

  • Foundation for continuous omnichannel optimization

Service 2.3: Customer Journey Transformation Strategy

Overview

Deep-dive strategy for transforming 2–3 priority customer journeys from current-state pain to future-state excellence. Focuses on journeys with the highest business impact, redesigning end-to-end experiences by integrating emotional touch-points and operational efficiency, and delivering detailed implementation blueprints with clear ROI projections.

Methodology: Journey Transformation Framework

  • Journey Prioritization Matrix (impact & value)

  • Current-State Journey Mapping (customer interviews, behavioral data, observation)

  • Root Cause Analysis (process, technology, organizational barriers)

  • Future-State Design (desirable, viable, feasible experiences)

  • Service Blueprinting (frontstage, backstage, support systems)

  • Implementation Roadmap (quick wins, medium- and long-term improvements)

Key Outcomes

  • Transformed customer journeys delivering measurably better experiences

  • 15–25% satisfaction improvements on transformed journeys

  • 60–75% attrition reduction for optimized journeys

  • Quick wins within first 90 days

  • Service blueprints enabling operational implementation

  • Ongoing optimization capability through established methodology

Delivery

Timeline: 6-8 weeks, with co-creation workshops

Differentiation: Every recommendation backed by past project data. Bold twist: "Dare Us" challenge where we simulate outcomes.