G2 Business Visualization

Bringing G2's Customer Journey Map to life

miro board design of an open faced office building with many rooms containing workshop exercises designed by Miro expert Lucie Agolini

Executive Summary

Mission

The Product Experiences team at G2 approached me with the desire to create a ‘Disneyland Map’ that visualized the different Customer Journeys through the company's Products and Services.

The map would serve as a vital tool for understanding and enhancing the customer experience at G2.

Key Objectives

  • The 'full picture' of the Product and Customer experience in one place
  • Standardize the language and storylines used throughout the business
  • Support employee onboarding by demystifying the complex landscape
  • A visual aid to facilitate better conversations around product improvements

Outcome

  • A complete visual map of both the Seller and Buyer Customer Journeys, containing 50+ visual touchpoints.
  • Text based annotations that provide explicit context to the different scenarios and metaphors at each stage
  • A Figjam board with moveable playing pieces to support workshops around improving the Product Experience
  • A large-scale printed map that travelled the globe for a series of internal  workshops and can be placed on walls as an in-office talking point.

Video walk-through

For those who prefer to watch than read, I recorded a 5 minute walk-through of the design process and final workshop template in Miro.

Watch the demo
ADD SCREENSHOT OR DIRECT LINK TO VIDEO
Tiled workshop exercises from different rooms with different purposes

About the Project

About

The Product Experience team at G2 focuses on reviewing and optimizing the lifecycle of product experience for customers.

To effectively improve product and customer experiences, everyone needs to understand the landscape in the same way so that they can have better conversations and make better decisions.

"By visually capturing the complex interactions and touchpoints across our business, we aim to create a resource that guides strategic decisions and fosters a more customer-centric approach in all our initiatives."

And so, the G2 Customer Journey map was born!

Project Credits

Many people contributed to this project overall. Here are the core team who worked directly on developing the design.

  • Dane Howard: VP Product Experience.
    Spearheaded the project with expert leadership, stakeholder liaisons, insights and vision.
  • Jonathan Love: Project Manager.
    Kept us ultra organised and on schedule, coordinated with stakeholders and created the original Buyer Journey Map.
  • Michael Christoff: Senior Product Designer.
    Created the original Seller Journey Map, and contributed invaluable knowledge and feedback to support the project.
  • Greta Zimmermann: Senior Product Designer.
    Provided valuable research and customer journey mapping for the initial scope of the project.
  • Lucie Agolini (me): Visual Experience Designer.
    Worked with the team to visualise the original Customer Journey Maps into a complete illustrated landscape.

Before

Miro board design process stage 1 starting samples of the building with the rest empty

After

Objectives

01.

The full picture in one place

Develop a visual customer journey map that accurately represents the G2 business landscape for both buyer and seller audiences.

    01.

    Standardized language for a unified business.

    Standardize the customer-centric terminology relevant to each stage of the journey so that everyone speaks the same language, both interally and externally.

      01.

      Support employee onboarding by demystifying the complex landscape

      Arm new joiners with a complete picture to accelerate knowledge acquisition during their first few months.

        01.

        Visually facilitate conversations for product improvements

        It's hard to have conversations around complex experiences without a visual aid.

        This map would serve as a talking point inside formal workshops, and in more casual daily spaces.

          01.

          Aligned understanding amongst the teams

          By having everyone look at the same picture, we minimise the risk of confusion and misunderstandings when teams are left to create individual mental models.

            01.

            Pinpoint Squad Contributions

            Ensure  every squad and project within G2 can locate their role or contribution within the map so that they see how they contribute and how those contributions connect.

              Design Process

              Design Discovery

              The G2 Team had already mapped out their Customer Journeys in Figma.

              My role was to take those journeys and explore appropriate visual metaphors that could bring together a cohesive visual story to be told by the business.

              Key topics:

              Hand drawn Check mark

              Clarity on project goals and the ‘Why’s

              Hand drawn Check mark

              Deep understanding of client needs & desires

              Hand drawn Check mark

              Various success metrics

              Hand drawn Check mark

              Overall style and top-level concepts

              Hand drawn Check mark

              Timelines and responsibilities

              A Design discovery workshop template using familiar desk objects around the workshop exercises designed by Miro expert Lucie Agolini

              Concepts & Wireframes

              With a stylistic concept agreed through the Design Discovery, it was time to dive deep into the customer journeys and plot out variations of how they might be visually represented.

              Hand drawn Check mark

              Simplify the journey into only need-to-knows

              Hand drawn Check mark

              Ideate visual representations and metaphors for each phase and artefact on the journey.

              Hand drawn Check mark

              Block out potential layouts

              Hand drawn Check mark

              Regularly sanity check the narrative and flow against the wireframes

              Hand drawn Check mark

              Iterate the designs based on feedback from key stakeholders throughout the business to ensure we accurately reflected the landscape

              Wireframe of a building architecture with visual moodboard references and annotations on MiroWireframe of a building architecture with visual moodboard references and annotations on Miro
              Wireframe of a coffee corner containing workshop exercise instructions
              Wireframe of the Miro reception with the meeting monster, qr code and stairs eitherside
              Wireframe of a briefing room with chairs around a meeting table and sticky notes
              Wireframe of an art gallery with curtains obscuring some picture frames
              Wireframe of an avatar builder workshop exercise with heads on podiums and accessories on the wall
              Wireframe of the Miro swag store with selectable items on the wall and shopping baskets on the floor
              Vertical wireframe of the Miro building with placeholder names and objects for concept content
              Vertical wireframe of an open faced building architecture for the Miro Amsterdam building Stadhouderskade
              Horizontal wireframe of an open faced building architecture for the Miro Amsterdam building Stadhouderskade
              Architecture Wireframe with moodboard image references on a Miro board

              The Final Design

              A complete visualization of the G2 Product Landscape; embracing the brand, culture and stories that sit inside this dynamic and multi-faceted business.

              Curtains hide workshop exercisesRevealing workshop content on the Miro board by removing the brick facades

              Everything you need to know in one single place.

              By connecting relevant visuals with clear annotations and external resources, we bring together the full picture in a format that can be explored asynchronously, or together as a team.

              Phased Neighbourhoods

              Pathways, colours, and landscaping were used to distinguish between the different content categories.

              This aids understanding of where everything sits, how they connect, and in which phases they belong.

              More information the more you zoom

              Information hierarchies can be found in various formats. Text sizes, building sizes and level of detail.

              Each number on the map hyperlinks to the associated text details and vice versa, so you have an easy flow of accessing related information.

              Consistent visual categorisation

              Colour categorisation, repeated visual motifs and cohesive storylines are essential to understandable and immersive Customer Journey Maps.

              Brand, Product and Services at the forefront

              From the moment of entry, the design emanates the G2 brand and products using the core colours, illustration style, and attention paid to visualising product artefacts in ways that would most resonate with the G2 teams.

              Meaningful Visual Metaphors

              G2 already had many internal analogies for how their complex business operates.

              It was my role to bring those analogies into a cohesive visual story that made sense to both the content being shown, and the teams' own mental models.

              Clear visualizations of activities

              It was important that any visuals on the map were contextually relevant and added to the viewer's understanding of what happens at each stage.

              Discoverable ‘insider’ Easter Eggs

              We evoke much joy when we add playful nods to the internal culture throughout our designs.

              Much like 'Where's Waldo?', it's not about instructing the finding of Easter Eggs, but enjoying the discoveries as you journey through the small details and tongue-in-cheek playfulness.

              The Results

              Success Metrics

              • % of internal reach & awareness
              • Engagement by division
              • # of Reuse / reference internally

              Impact

              • 21 internal workshops focused on user/customer journey using the map
              • 88% of departments participated in the workshops
              • 9 cross-disciplinary initiatives started
              • 2 global offices installed physical maps
              • Company wide visibility embedded within ‘customer first’ initiatives

              Feedback

              “The customer journey map has given G2 a new type of artefact to align our colleagues around experiences and touch points with our customers, regardless of their role or function.

              It has used simple analogies to help us explain our business and departments in new ways. Our internal alignment shapes our language and unifies us as we aspire to be more customer centric each and every day.”


              Dane Howard, VP Product Experience Design at G2

              Bring your business to life with rich and informative visualizations.

              Let's jump on a call to discuss how we can translate your organization into a design that's a joy to explore, and makes for an unforgettable educational experience.

              Book a Discovery Call
              Tiled visual workshop exercises with the Miro logo designed by Miro expert Lucie Agolini

              What’s next?

              More possibilities with Business Visualizations

              Business visualizations come in many different forms.

              Head over to my Services page to uncover a wider selection of what's possible and for whom it benefits.

              Visualization Services
              CircleCircle

              Subscribe for learnings & inspiration on visual experience design

              I periodically send out updates on what I'm working on, and tips on how to make your own visual experiences come to life.

              Join the journey...

              ✌ No spam, and not too often.
              Just some good vibes and thoughts when I think them.

              Thank you! Your submission has been received!
              Oops! Something went wrong while submitting the form.