My Secret to CX Transformation Unveiled: A Guide through Gleicher’s Formula for Change

As a seasoned CX thought leader and practitioner, I’ve had the privilege of witnessing firsthand the profound impact that customer experience (CX) can have on an organization. In today’s hyper-competitive landscape, CX isn’t just a buzzword; it’s the lifeblood of customer loyalty, advocacy, and long-term success. But achieving a remarkable CX isn’t a matter of luck; it demands a strategic approach and a reliable formula for change.

My journey with the Formula for Change began during my early career as an intern at a local, boutique consulting company specializing in innovation during business school. There, I had the invaluable opportunity to delve into the intricacies of change management and the transformative power of Gleicher’s Formula. The formula became my guiding principle, and I witnessed its application in various client projects, witnessing the tangible results it could produce. When I first learned of the Formula for Change, I knew it would serve me well in future endeavors.

Understanding Gleicher’s Formula for Change

In the realm of change management, David Gleicher’s Formula for Change has emerged as a guiding principle, providing a structured framework for achieving meaningful transformations in any organization. This formula is succinctly stated as follows:

C = (D x V x F) > R

Now, let’s dissect the elements of this formula and understand how they play a pivotal role in leading CX transformation initiatives:

  • Dissatisfaction (D): At the heart of this formula is the recognition that CX transformation hinges on acknowledging and channeling dissatisfaction with the current state of CX. This dissatisfaction acts as the propellant, urging organizations to explore new horizons and embark on a transformative path.

  • Vision (V): A compelling vision for the future of CX is of paramount importance. This vision should not merely inspire but should also provide a clear and tangible direction for the journey ahead. Picture the ideal CX that your customers deserve and make it the North Star guiding your transformation efforts.

  • First Steps (F): However grand the vision, it remains a distant dream without practical actions. Taking those essential first steps towards improving CX is crucial. Identify quick wins and tangible changes that not only demonstrate your commitment but also initiate the process of building momentum.

  • Resistance (R): Resistance to change is an inherent part of human nature, and it often surfaces during CX transformation initiatives. Recognizing and addressing this resistance is key. Engage stakeholders, communicate transparently, and involve them in shaping the transformation. Overcoming resistance requires showcasing the benefits of change and actively involving your teams in the process.

Applying the Formula to CX Transformation

Now that we understand the components of Gleicher’s Formula, let’s apply them to the context of CX transformation:

  • Dissatisfaction (D): Begin by gathering data and insights from your customers or stakeholders. Conduct surveys, collect feedback, and pinpoint pain points and areas of dissatisfaction. This data will serve as the bedrock upon which your transformation journey is built.

  • Vision (V): Craft a CX vision that paints a vivid and inspiring picture of the future. Communicate this vision across the organization, ensuring that it becomes the shared aspiration of everyone involved. Alignment with this vision is critical for the success of your transformation.

  • First Steps (F): Identify specific and actionable steps that can kickstart your CX improvement efforts. This may include enhancing training for customer-facing teams, revamping customer touchpoints, or implementing new technology solutions that enhance CX.

  • Resistance (R): Anticipate resistance and address it proactively. Engage with employees at all levels, listen to their concerns, and actively involve them in the change process. Use data-driven insights and success stories to illustrate the tangible benefits of the transformation.

Case Study: Convincing Senior Leadership to Listen to the Voice of the Customer

Imagine a scenario where a large retail company was experiencing declining customer satisfaction and a noticeable drop in sales. The leadership team was considering cost-cutting measures to address the problem. However, the CX team believed that the key to a turnaround lay in understanding the voice of the customer.

To apply Gleicher’s Formula, the CX team started with:

  • Dissatisfaction (D): They gathered data from customer surveys, social media, and customer service interactions, revealing alarming levels of dissatisfaction. Customers were frustrated with inconsistent service and product availability.

  • Vision (V): The CX team developed a compelling vision of becoming the most customer-centric retailer in the industry, one that listens to customers and delivers tailored experiences.

  • First Steps (F): They initiated several immediate actions, including revamped employee training to focus on customer service and implemented new inventory management software to improve product availability.

  • Resistance (R): The leadership team initially resisted these changes, as they were concerned about the short-term costs. However, the CX team presented data showing the potential long-term gains in customer loyalty and increased revenue.

Within months, the company saw a noticeable improvement in customer satisfaction scores, and sales began to climb. This case study highlighted the power of listening to the voice of the customer and using it as a driving force for CX transformation.

Embracing A Systematic Approach to Change Management

Customer experience transformation isn’t a one-time project; it’s an ongoing commitment to meeting and exceeding customer expectations. By applying Gleicher’s Formula for Change, where Dissatisfaction, Vision, and First Steps outweigh Resistance, you can set your organization on a path to delivering a remarkable CX.

Embrace change as an opportunity, inspire your teams, and watch as your customers become your most loyal advocates. The formula is clear, the journey is challenging, but the rewards are immeasurable.

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