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محتوای ارائه شده توسط UserTesting. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط UserTesting یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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How the ‘pulling the thread’ methodology can help solve your complex problems

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Manage episode 426500905 series 3400520
محتوای ارائه شده توسط UserTesting. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط UserTesting یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

In this Insights Unlocked episode, Toast’s Jehad Affoneh describes the ‘pulling the thread’ methodology to solve complex problems.

Episode web page

-----------------------

The Human Insight Summit (THiS) PROMO Code

The Human Insight Summit (THiS) is headed to Austin, Texas, this October 28-30. THiS is our annual, in-person customer conference dedicated to helping organizations understand their customers by showing and sharing, first-hand, the possibilities of using human insight across the business. Get $100 off your registration with the podcast listener code: UNLOCKED. Learn more or register.

-----------------------

Episode Description:

In this insightful episode recorded at the UXDX conference in New York City, host Nathan Isaacs talks with Jehad Affoneh, the Chief Design Officer at Toast, to delve into an innovative methodology his team employed to enhance the customer experience for Toast's 100,000+ restaurant customers.

Toast is a restaurant point of sale and management system that helps restaurants improve operations, increase sales and create a better guest experience.

Key Themes:

  • Pulling the Thread Methodology:
  • Addressing complex problems by finding the right thread in a tangled ball of yarn and pulling it to untangle the complexity.
  • Steps to Implement:
  • Identify pain points from both customer and internal perspectives.
  • Find themes within these pain points to locate scalable solutions.
  • Test these solutions with a cohort of customers to validate effectiveness.
  • Challenges in the Restaurant Industry:
  • Restaurants operate in fast-paced, high-stress environments with frequent technical issues.
  • Reflections on the Journey:
  • The rewarding nature of working at Toast, making daily impacts on real people and communities.
  • The satisfaction of seeing long-term projects come to fruition and positively affect customers.

Additional Resources:

Subscribe and Follow:

Don't forget to subscribe to the Insights Unlocked podcast for more expert insights and tips on designing digital products that people love. Follow us on LinkedIn for updates and more content.

  continue reading

184 قسمت

Artwork
iconاشتراک گذاری
 
Manage episode 426500905 series 3400520
محتوای ارائه شده توسط UserTesting. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط UserTesting یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

In this Insights Unlocked episode, Toast’s Jehad Affoneh describes the ‘pulling the thread’ methodology to solve complex problems.

Episode web page

-----------------------

The Human Insight Summit (THiS) PROMO Code

The Human Insight Summit (THiS) is headed to Austin, Texas, this October 28-30. THiS is our annual, in-person customer conference dedicated to helping organizations understand their customers by showing and sharing, first-hand, the possibilities of using human insight across the business. Get $100 off your registration with the podcast listener code: UNLOCKED. Learn more or register.

-----------------------

Episode Description:

In this insightful episode recorded at the UXDX conference in New York City, host Nathan Isaacs talks with Jehad Affoneh, the Chief Design Officer at Toast, to delve into an innovative methodology his team employed to enhance the customer experience for Toast's 100,000+ restaurant customers.

Toast is a restaurant point of sale and management system that helps restaurants improve operations, increase sales and create a better guest experience.

Key Themes:

  • Pulling the Thread Methodology:
  • Addressing complex problems by finding the right thread in a tangled ball of yarn and pulling it to untangle the complexity.
  • Steps to Implement:
  • Identify pain points from both customer and internal perspectives.
  • Find themes within these pain points to locate scalable solutions.
  • Test these solutions with a cohort of customers to validate effectiveness.
  • Challenges in the Restaurant Industry:
  • Restaurants operate in fast-paced, high-stress environments with frequent technical issues.
  • Reflections on the Journey:
  • The rewarding nature of working at Toast, making daily impacts on real people and communities.
  • The satisfaction of seeing long-term projects come to fruition and positively affect customers.

Additional Resources:

Subscribe and Follow:

Don't forget to subscribe to the Insights Unlocked podcast for more expert insights and tips on designing digital products that people love. Follow us on LinkedIn for updates and more content.

  continue reading

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Episode web page: https://bit.ly/4lhHPCW ----------------------- Got a question? Want to recommend a guest? Or do you want to tell me how the show can be better? Send me a voice message via email at podcast@usertesting.com ----------------------- In this episode of Insights Unlocked , Rand Fishkin, co-founder of SparkToro and marketing industry icon, joins hosts Mike McDowell and Nathan Isaacs to unpack one of the most disruptive shifts in digital marketing today: the death of attribution. Rand explains how platforms like Google, Facebook, and Reddit are cutting off referral data and turning into "walled gardens," effectively ending marketers' ability to track where traffic and conversions truly originate. This change calls for a radical new playbook—one that trades attribution modeling for brand lift, and prioritizes native content that meets audiences where they are. What you'll learn in this episode: Why attribution modeling no longer works—and what to focus on instead The rise of zero-click marketing and how to succeed with it How brands can build influence in a closed-platform world The role of audience intelligence tools like SparkToro in top-of-funnel strategy Why empathy and behavior observation are more powerful than ever for product and marketing decisions How customer insights led to SparkToro’s recent product relaunch—and a major growth rebound Resources & Links: SparkToro: https://sparktoro.com/ Rand on LinkedIn: https://www.linkedin.com/in/randfishkin/ Snackbar Studio: https://snackbarstudio.com/ Mike on LinkedIn: https://www.linkedin.com/in/mmcdowell1/ Mike’s YouTube channel: https://www.youtube.com/@mikedropvideos Learn more about Insights Unlocked: https://www.usertesting.com/podcast…
 
Episode web page: https://bit.ly/4l51qH3 ----------------------- Got a question? Want to recommend a guest? Or do you want to tell me how the show can be better? Send me a voice message via email at podcast@usertesting.com ----------------------- In this episode of Insights Unlocked , we sit down with Dheerja Kaur , Vice President of Product Management at Robinhood, for a deep dive into how thoughtful design, strategic innovation, and customer obsession can transform industries—especially one as complex and regulated as finance. Dheerja brings insights from her journey across major brands like ESPN and The Skimm, sharing how those experiences shaped her unique approach to building products that are not only functional and beautiful but also deeply human. Designing for obsessive user bases : How Dheerja’s work with passionate communities—from sports fans to finance enthusiasts—has underscored the value of user loyalty and brand ethos. Democratizing finance through design : A look at how Robinhood lowered economic barriers and emphasized intuitive user experiences to make investing more accessible to everyone. Embracing complexity without sacrificing clarity : Dheerja discusses how her team balances regulatory requirements with elegant product design that promotes user education and confidence. Coaching with ‘Spidey sense’ : Learn how she develops product intuition in her teams without micromanaging, and how recognizing subtle signals can lead to better outcomes. A culture of experimentation : Why Robinhood encourages teams to pursue bold ideas—even at the risk of failure—and how this fuels long-term growth and innovation. Harnessing real-time insights : Discover how customer feedback from support, surveys, and experimentation informs Robinhood’s product strategy and user experience. AI and the future of product design : Dheerja shares Robinhood’s early experiments with AI, including the new Cortex product, and how first-principles thinking guides their approach. Championing inclusive leadership : Dheerja reflects on her own experience navigating imposter syndrome and why she prioritizes supporting women and underrepresented groups in tech. Dheerja on LinkedIn: https://www.linkedin.com/in/dheerja/ Robinhood website: https://robinhood.com/ Dheerja’s website: https://www.dheerja.com/ Bobby on LinkedIn: https://www.linkedin.com/in/bmeixner Learn more about Insights Unlocked: https://www.usertesting.com/podcast…
 
Episode web page: https://bit.ly/43Gxevp ----------------------- Got a question? Want to recommend a guest? Or do you want to tell me how the show can be better? Send me a voice message via email at podcast@usertesting.com ----------------------- In this episode of Insights Unlocked, hosts Nathan Isaacs and Bobby Meixner welcome customer experience (CX) leader Tabitha Dunn to discuss the intersection of empathy, artificial intelligence, and change management in building truly customer-centric organizations. Drawing on her executive experience leading CX and digital transformation at global brands, Tabitha shares actionable insights for business leaders navigating innovation and AI implementation—without losing sight of the human element. Listeners will learn why beginning with an "empathy tour" is essential, how to avoid common pitfalls in transformation initiatives, and why governance and usability must be balanced in any AI strategy. Plus, she shares how CX leaders can broaden their influence by becoming fluent in cross-functional collaboration, change management, and business impact storytelling. Topics Covered: The Empathy Tour: Why leaders must deeply understand employee and customer perspectives before initiating change. AI with Purpose: How to evaluate AI technologies through the lens of real human needs—not hype. Governance Meets Usability: Balancing privacy, personalization, and user experience in AI-driven systems. Cross-Functional Buy-In: Tips for engaging finance, IT, and product teams in CX-driven transformation efforts. Skills for Modern CX Leaders: Why CX professionals should add sales training, change management, and project management to their toolkit. Avoiding Common Missteps: The three most frequent reasons transformation initiatives fail—and how to prevent them. Tabitha to the Rescue: How Tabitha steps in to course-correct projects that are stalling or misaligned. Resources & Links: Tabitha on Linkedin ( https://www.linkedin.com/in/tabithadunn Stage 2 Capital ( https://www.stage2.capital Bobby on LinkedIn ( https://www.linkedin.com/in/bmeixner Learn more about Insights Unlocked: https://www.usertesting.com/podcast…
 
Episode web page: https://bit.ly/4kw3gQJ ----------------------- Got a question? Want to recommend a guest? Or do you want to tell me how the show can be better? Send me a voice message via email at podcast@usertesting.com ----------------------- In this episode of Insights Unlocked , we dive into the rapidly evolving intersection of UX design and artificial intelligence with Greg Nudelman, UX architect at Sumo Logic and author of UX for AI . Hosted by Sean Treiser, this conversation explores why conventional UX tools and mindsets are no longer sufficient in an AI-driven world—and what design leaders can do to keep pace. Greg challenges the status quo, likening traditional UI workflows to rearranging deck chairs on the Titanic, especially as AI becomes the centerpiece of digital experiences. He introduces the concept of “iceberg UX,” where visual design is only the surface, and the real value lies in content, data, and AI interactions beneath. He advocates for retiring “lorem ipsum” and instead prioritizing real, meaningful output that aligns with user context and workflows. Key topics include: Why UI alone won’t cut it in the era of AI, and what “iceberg UX” really means The death of lorem ipsum and the rise of content as core design output How to use the “value matrix” to assess risk and ROI in AI predictions Practical frameworks for incorporating AI, data, and empathy into design processes The skills UX and product teams need to thrive in a world of intelligent agents Why Greg believes UX professionals must move fast or risk becoming obsolete Greg also previews his AI UX bootcamp and shares insights from his viral content experiments, underscoring how AI is reshaping not just products but also how we market and communicate. Whether you’re a product designer, UX strategist, or CX leader, this episode will challenge you to rethink your role in a world where machines are increasingly not just tools—but collaborators. Episode links: Greg on LinkedIn https://www.linkedin.com/in/gregnudelman/ UX for AI book https://www.uxforai.com/c/ux-for-ai-book Learn more about Insights Unlocked: https://www.usertesting.com/podcast…
 
Episode web page: https://bit.ly/4dDbMuy In this thought-provoking episode of Insights Unlocked , Jason Giles sits down with Lisa Kay Solomon—designer in residence at Stanford’s d.school, bestselling author, and strategic foresight expert—to explore how leaders can better prepare for an uncertain and rapidly evolving future. Lisa shares insights from her 20+ years in scenario planning and design, reflecting on the transformative impact of the COVID-19 pandemic and how it highlighted the critical need for imagination, empathy, and long-term thinking in leadership. She discusses the value of futures thinking in education and business, emphasizing how anticipatory leadership, scenario planning, and rapid prototyping can help organizations build resilience and stay ahead of disruption. Whether you're leading a team, crafting customer experiences, or shaping strategic decisions, this episode will inspire you to stretch your thinking, foster creativity, and embrace your role as a designer of the future. What you’ll learn in this episode: Why the pandemic marked a turning point in how leaders perceive uncertainty How imagination is an underdeveloped but essential leadership skill Practical tools like futures wheels and scenario planning to anticipate change The role of design and prototyping in shaping strategic foresight How to nurture a culture that values long-term thinking and experimentation Why attention is the new currency in the battle for meaningful innovation Resources & Links: Lisa Kay Solomon on LinkedIn https://www.linkedin.com/in/lisakaysolomon/ Jason Giles on LinkedIn https://www.linkedin.com/in/jaygiles/ Leading like a Futurist course on LinkedIn Learning https://www.linkedin.com/learning/leading-like-a-futurist/you-are-a-futurist Harvard Business Review: 5 Pandemic-Era Lessons on Leading Through Change https://hbr.org/2025/03/5-pandemic-era-lessons-on-leading-through-drastic-change?ab=HP-hero-latest-1 Stanford d.school profile: https://dschool.stanford.edu/directory/lisa-kay-solomon Learn more about Insights Unlocked: https://www.usertesting.com/podcast…
 
Episode web page: https://bit.ly/4370dIB ----------------------- Got a question? Want to recommend a guest? Or do you want to tell me how the show can be better? Send me a voice message via email at podcast@usertesting.com ----------------------- In this episode of Insights Unlocked, we’re joined by Alita Kendrick, a UX researcher at Google leading accessibility research for the Google Cloud Platform and exploring new market opportunities. Alita discusses how generative AI is revolutionizing UX workflows—from streamlining planning docs to accelerating qualitative data analysis. Host Michael Domanic and Alita dive into how tools like Gemini, ChatGPT, and UserTesting’s AI features are cutting research time in half and giving researchers back the space to focus on strategy, storytelling, and democratizing insights across organizations. Alita also shares real-world use cases, common pitfalls to avoid when starting with AI, and how AI can even help uncover your own unconscious biases. Whether you’re a seasoned UX researcher or just starting to integrate AI into your work, this episode is packed with practical advice, inspiration, and a look at what the future holds for AI-powered research. Key topics discussed: How Alita uses AI throughout the research lifecycle—from planning to analysis Time savings and operational efficiencies achieved through AI tools Creative tools like NotebookLM, Claude, and Midjourney in UX workflows How to prompt AI effectively and avoid common early mistakes Balancing AI outputs with critical thinking and business context The role of AI in democratizing research and surfacing legacy insights Personal reflections on AI adoption, experimentation, and optimism for its future Resources & Links: Alita on Linkedin ( https://www.linkedin.com/in/alita-kendrick/ ) Michael on LinkedIn (https://www.linkedin.com/in/michaeldomanic/) Alita’s author site on NNG (https://www.nngroup.com/people/alita-kendrick/) Alita’s Efficient UX course on NNG (https://www.nngroup.com/courses/efficient-ux/) Learn more about Insights Unlocked: https://www.usertesting.com/podcast…
 
Episode web page: https://bit.ly/3S1wxq4 ----------------------- Got a question? Want to recommend a guest? Or do you want to tell me how the show can be better? Send me a voice message via email at podcast@usertesting.com ----------------------- In this episode of Insights Unlocked , we sit down with Jessica Schultz, senior manager of experience research at BECU, to explore how one of the largest credit unions in the U.S. built a member research panel that delivers powerful insights—quickly and securely. Jessica shares her unique career journey from front-line teller to UX research leader and walks us through the end-to-end process of launching BECU’s custom member panel. She breaks down the strategic decisions behind the panel’s creation, including navigating legal and security requirements, coordinating with marketing teams, and aligning with product and design stakeholders. We also dive into: The pivotal moment that led Jessica to pursue UX research Why BECU chose to create its own panel over traditional recruiting methods Lessons learned in onboarding and coaching panel participants How the panel supports a culture of member obsession at BECU Tips for keeping participants engaged—and studies filled fast Key metrics used to evaluate panel success Jessica also offers advice for other organizations thinking about building their own custom panels, from setting realistic expectations to creating inclusive and positive participant experiences. Resources & Links: Connect with Jessica Schultz on LinkedIn (https://www.linkedin.com/in/jessica-schultz-05187a48/) BECU (https://www.becu.org/) Connect with Becky Wright on LinkedIn (https://www.linkedin.com/in/becky-w-795b29124/) Learn more about Insights Unlocked : https://www.usertesting.com/podcast…
 
Episode web page: https://bit.ly/4d2nCOx ----------------------- Got a question? Want to recommend a guest? Or do you want to tell me how the show can be better? Send me a voice message via email at podcast@usertesting.com ----------------------- In this episode, UserTesting’s Lija Hogan sits down with Jim Kalbach, Chief Evangelist at Mural and author of The Jobs to Be Done Playbook , to discuss how the “Jobs to Be Done” framework can transform UX and business strategy in today’s growth-focused world. Jim unpacks how this mindset helps teams align around real customer needs and bridge the gap between design and business outcomes. He also shares insights on leveraging AI as a tool to enhance—not replace—human-centered research. Jim reflects on his career journey, his passion for experience mapping, and how reframing UX from a cost-saving function to a growth driver can earn teams greater influence in their organizations. Plus, he explains why empathy shouldn't stop at the customer—UX teams need to understand their business stakeholders just as deeply. Key takeaways: The evolution of jobs to be done from boardroom strategy to everyday design practice Why UX teams need to speak the language of business—and how the word “growth” can open doors How to gain executive buy-in by aligning with business goals and showing proof of impact Tips for using AI to support jobs-to-be-done research and scale customer insights The future of UX: creating more human-centric organizations by democratizing research mindsets Resources & Links: Connect with Jim Kalback on LinkedIn Jim’s JTBD Playbook and Mapping Experiences books Mural Connect with Lija Hogan on LinkedIn Learn more about Insights Unlocked : usertesting.com/podcast…
 
Episode web page: https://bit.ly/3YTrCuW ----------------------- Got a question? Want to recommend a guest? Or do you want to tell me how the show can be better? Send me a voice message via email at podcast@usertesting.com ----------------------- In this episode of Insights Unlocked, UserTesting CMO Johann Wrede chats with Udi Ledergor, former CMO and current Chief Evangelist at Gong, and author of Courageous Marketing . Udi shares why bold, differentiated marketing beats "best practices" every time—and how marketers can unlock extraordinary results by giving themselves permission to stand out. Drawing from his own nontraditional career path from magician and musician to marketing leader, Udi explains why simply following industry norms creates a "sea of sameness." He unpacks strategies for building trust with sales, the critical importance of aligning marketing metrics to real business outcomes, and how to thoughtfully invest in brand marketing—even when budgets are tight. Whether you're just starting out or leading a large marketing team, this episode offers candid, actionable advice for becoming a more courageous marketer, building iconic brands, and driving measurable impact. Why following marketing "best practices" leads to ordinary results How courageous marketing stands out and drives growth Practical tips for building trust and alignment between marketing and sales How to measure brand investments creatively when ROI isn’t immediate Smart ways to manage marketing experiments with limited budgets Career advice for marketers at every stage—from entry-level to CMO Resources & Links: Connect with Udi on LinkedIn Udi’s new book: Courageous Marketing Udi’s website Gong Connect with Johann Wrede on LinkedIn Learn more about Insights Unlocked : usertesting.com/podcast What you'll learn:…
 
Episode web page: https://bit.ly/4400s9a ----------------------- Got a question? Want to recommend a guest? Or do you want to tell me how the show can be better? Send me a voice message via email at podcast@usertesting.com ----------------------- In this episode of Insights Unlocked , Jason Giles, VP of Design at UserTesting, chats with Andrew Hogan, Head of Insights at Figma, about the evolving role of design in the AI era. Fresh off the release of Figma’s 2025 AI Report, Andrew shares key takeaways from a survey of 2,500 designers and developers using AI in product development. The conversation covers how teams are shifting from experimentation to evaluating AI’s real-world impact, why design is more crucial than ever for AI-powered products, and how successful teams are navigating the contradictions of rapid innovation. They also dive into the rise of agentic AI, the ongoing productivity vs. quality debate, and why tight design-dev collaboration is becoming non-negotiable. Whether you're building the next-gen user experience or exploring how AI fits into your workflow, this episode is packed with insights on making AI work for your team and your users. What you’ll learn: Why 52% of builders say design is more important for AI products than traditional ones​ How agentic AI is emerging as the fastest-growing category—and what that means for UX The growing gap between AI’s ability to speed up work and its impact on work quality Why “measured momentum” might best describe AI’s trajectory in 2025 What high-performing teams do differently: iterate, collaborate, and stay flexible​ Resources & Links: Connect with Andrew Hogan on LinkedIn Andrew’s Double Click blog post Connect with Jason Giles on LinkedIn Figma’s 2025 AI Report: The year of AI at work Learn more about Insights Unlocked : usertesting.com/podcast…
 
Episode web page: https://bit.ly/4jHDYyu ----------------------- Got a question? Want to recommend a guest? Or do you want to tell me how the show can be better? Send me a voice message via email at podcast@usertesting.com ----------------------- PROMO CODE for this episode with Section's Greg Shove: USERTESTING30 The code is good for Section courses and memberships. ----------------------- In this episode of Insights Unlocked , Michael Domanic, Head of AI at UserTesting, sits down with Greg Shove, CEO of Section, to unpack what it truly means for businesses to embrace AI transformation. Greg shares his personal “aha” moment with generative AI, how it led him to pivot Section into an AI-centric business school, and why every executive should view AI as a strategic thought partner—not just a tool for marketers and engineers. From experimenting with AI as a boardroom simulator to identifying organizational resistance, Greg gets real about what’s holding companies back from adopting AI effectively. He also offers practical advice for leaders navigating internal fears, outlines how businesses can build impactful AI pilots, and explains why creativity and experimentation are critical to unlocking AI’s full potential. What you’ll learn in this episode: Why Greg believes AI is the new cognitive edge for leaders The story behind Section’s pivot to AI education Barriers to AI adoption, including fear, poor training, and restrictive data policies The difference between deploying AI tools and truly transforming workflows Why language-intensive roles are leading the charge in AI adoption The power of autonomous agents and what they mean for the future of customer experiences How to structure internal AI pilots that actually move the needle Who should lead AI transformation inside your organization—and the creative mindset they need Resources & Links: Connect with Greg Shove on LinkedIn Connect with Michael Domanic on LinkedIn Section School Greg’s website Learn more about Insights Unlocked : usertesting.com/podcast…
 
Episode web page: https://bit.ly/4l9JDil ----------------------- Got a question? Want to recommend a guest? Or do you want to tell me how the show can be better? Send me a voice message via email at podcast@usertesting.com ----------------------- In this Insights Unlocked episode, UserTesting’s Jason Giles sits down with Dane Howard, Vice President of Product Design at G2, for a powerful conversation on the intersection of storytelling, design leadership, and purposeful innovation. With a career that spans design leadership at Amazon, eBay, and Microsoft, Dane brings a wealth of experience—and a passion for creating human-centered experiences. Dane discusses how G2’s visual customer journey map became a transformative internal tool, using storytelling metaphors like cities and theme parks to create clarity, alignment, and excitement across the organization. He also opens up about his personal “three-legged stool” approach to balancing full-time work, advocacy, and creative passion projects. Whether you're a product leader, UX professional, or design enthusiast, this episode offers actionable insights into how to keep your work rooted in purpose and aligned with customer needs—while also making space for your own growth and creativity. What you'll learn in this episode: Why storytelling is an essential leadership skill in design and CX How G2’s customer journey map turned into a city-wide metaphor that boosted internal alignment Tips on keeping internal artifacts like journey maps alive and evolving The power of framing design work through the lens of customer experience How to balance career, passion projects, and mentorship with intentionality Resources & Links: Connect with Dane Howard on LinkedIn Connect with Jason Giles on LinkedIn G2.com danehoward.com Dane’s LinkedIn article on G2’s Customer Journey Mapping project Learn more about Insights Unlocked : usertesting.com/podcast…
 
Episode web page: https://bit.ly/4l9JDil ----------------------- Rate Insights Unlocked and write a review If you appreciate Insights Unlocked , please give it a rating and a review. Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day. ----------------------- In this episode of Insights Unlocked , we’re joined by Regina DeMars, Director of Content Marketing and Social Media Strategy at First National Bank of Omaha (FNBO). With over 167 years of history, FNBO is one of the largest privately held banks in the U.S.—but that doesn’t stop them from thinking innovatively about customer engagement in the digital age. Regina shares how her team is transforming traditional banking touchpoints into rich, multi-channel experiences that prioritize customer trust, education, and community. From using employee storytelling to humanize financial topics, to tailoring content for platform-specific audiences, FNBO’s approach is as strategic as it is personal. You’ll hear how Regina and her team: Leverage real-time customer insights to guide content creation Build trust by consistently showing up with relevant, value-driven messaging Use content personalization to meet customers where they are—both in life and in channel Connect with younger generations through social-first campaigns like the “Be Kind” mural initiative Balance brand consistency with creative freedom across platforms like TikTok, YouTube, and blogs Whether you’re in financial services or not, this episode is packed with practical ideas on how to scale content without losing your brand’s human touch. Guest: Regina DeMars, Director of Content Marketing & Social Media Strategy, FNBO Host: Cornelia Klimek, Group Product Manager, UserTesting Producer: Nathan Isaacs, Senior Manager, Content Production, UserTesting Resources & Links: Connect with Regina on LinkedIn Connect with Cornelia on LinkedIn Explore FNBO’s content and campaigns on Instagram and YouTube Learn more about Insights Unlocked : usertesting.com/podcast…
 
Episode web page: https://tinyurl.com/2b3dz2z8 ----------------------- Rate Insights Unlocked and write a review If you appreciate Insights Unlocked , please give it a rating and a review. Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day. ----------------------- In this episode of Insights Unlocked , we explore the evolving landscape of omnichannel strategies with Kate MacCabe, founder of Flywheel Strategy. With nearly two decades of experience in digital strategy and product management, Kate shares her insights on bridging internal silos, leveraging customer insights, and designing omnichannel experiences that truly resonate. From the early days of DTC growth to today’s complex, multi-touchpoint customer journeys, Kate explains why omnichannel is no longer optional—it’s essential. She highlights a standout example from Anthropologie, demonstrating how brands can create a unified customer experience across digital and physical spaces. Whether you’re a marketing leader, UX strategist, or product manager, this episode is packed with actionable advice on aligning teams, integrating user feedback, and building a future-proof omnichannel strategy. Key Takeaways: ✅ Omnichannel vs. Multichannel: Many brands think they’re omnichannel, but they’re really just multichannel. Kate breaks down the difference and how to shift toward true integration. ✅ Anthropologie’s Success Story: Learn how this brand seamlessly blended physical and digital experiences to create a memorable, data-driven customer journey. ✅ User Feedback is the Secret Weapon: Discover how continuous user testing—before, during, and after a launch—helps brands fine-tune their strategies and avoid costly mistakes. ✅ Aligning Teams for Success: Cross-functional collaboration is critical. Kate shares tips on breaking down silos between marketing, product, and development teams. ✅ Emerging Tech & Omnichannel: Instead of chasing the latest tech trends, Kate advises businesses to define their strategic goals first—then leverage AI, AR, and other innovations to enhance the customer experience. Quotes from the Episode: 💬 "Omnichannel isn’t just about being everywhere; it’s about creating seamless bridges between every touchpoint a customer interacts with." – Kate MacCabe 💬 "Companies that truly listen to their users—through qualitative and quantitative insights—are the ones that thrive in today’s competitive landscape." – Kate MacCabe Resources & Links: 🔗 Learn more about Flywheel Strategy 🔗 Connect with Kate MacCabe on LinkedIn 🔗 Explore UserTesting for customer insights for marketers…
 
Episode web page: https://tinyurl.com/45pcxtn9 How can businesses move beyond traditional SEO rankings to create a truly engaging and high-converting user experience? In this episode of Insights Unlocked , host Nathan Isaacs sits down with Georgia Tan , co-founder of Switch Key Digital , to discuss the future of search and the rise of Search Experience Optimization (SXO) . Georgia shares how SXO integrates SEO, user experience (UX), and conversion rate optimization (CRO) to create a holistic search strategy that not only ranks well but also delivers meaningful engagement and conversions. As AI-driven search and multi-platform visibility become critical, Georgia explains why focusing on the user journey is the key to future-proofing your search strategy. She also walks us through real-world case studies , practical steps for businesses looking to shift toward SXO, and how to measure success beyond traditional keyword rankings. Tune in to learn: What Search Experience Optimization (SXO) is and how it differs from traditional SEO Why integrating UX and CRO is essential for long-term search success How AI-driven search and evolving user behaviors are shaping SEO in 2025 Actionable strategies to improve organic traffic and engagement Key metrics and a balanced scorecard approach to measure SXO success Real-world examples of businesses that boosted conversions with SXO 💡 "It's not just about ranking #1; it's about creating a seamless experience that keeps users engaged and converts them into loyal customers." – Georgia Tan Georgia Tan is the co-founder of Switch Key Digital and a seasoned expert in SEO, content strategy, and UX design . She developed the SXO framework to help businesses bridge the gap between search visibility and meaningful user engagement.…
 
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